1. SMS Update
NERC Synchronized Measurement Subcommittee (SMS) Ryan D. Quint, Ph.D., P.E.
Staff Coordinator, NERC SMS, SAMS
WECC JSIS Meeting
September 22, 2015

2. Background
NERC SMS approved by PC in December 2012
Sat dormant until recently – NERC Staff decided to kick this effort off due to available resources and expertise
SMS Formation Announcement went out July 2
First Meeting held September 2-3 in Golden, CO
Roster currently has over 70 members
First meeting had 20+ in person, 25+ on phone
Strong industry support for efforts underway

3. Work Tasks
SMS brainstormed key tasks to tackle first and developed tentative timelines for those deliverables #
Task
Frequency
Due Date 1
PMU Placement Guidelines
Once
Q2 2016 2
SW Outage Recommendation 27: Angular Separation 3
Utilizing PMUs for NERC Reliability Standards
Q3 2016 4
Model Verification Using PMUs
Q4 2016 5
Technical Workshop on PMU Utilization 6
PMUs for Cascading Outages
Q2 2017 7
Monitoring IEEE C Certification Process
Ongoing
N/A 8
Monitor Operator Training Practices

4. Task 1: PMU Placement Guidelines
Task Descriptions
Task 1: PMU Placement Guidelines
Review current industry references on this subject
Develop guidelines and industry practices for placement of PMUs
Focus on application specific requirements
Task 2: SW Outage Recommendation 27: Angular Separation
Develop a technical report on Recommendation 27 from the Pacific Southwest Blackout Report focusing on angular separation
Identify industry practices, particularly in the Pacific Southwest, regarding capturing angle differences
Discuss various methods for angle difference calculation techniques
Develop industry practices around real-time angle difference monitoring
Develop industry practices on mitigation strategies for angle limit violations
Roadmap future efforts around phase angle difference monitoring and alarming

5. Task 3: Utilizing PMUs for NERC Reliability Standards
Task Descriptions
Task 3: Utilizing PMUs for NERC Reliability Standards
Review current and future NERC Reliability Standards, and identify how PMU technology can be applied to meet these standards
Prioritize and outline the maturity level of technology related to each standard
Define future areas where PMUs could be applied to current or future NERC Reliability Standards
Identify standards that could impact or influence PMU technology
Task 4: Model Verification using PMUs
Continue working with industry to expand use of PMUs for model verification
Work with vendors to benchmark software tools and applications against actual system events
Develop practices and guidelines around model verification tools

6. Task 5: Technical Workshop @ NERC
Task Descriptions
Task 5: Technical NERC
Hold technical workshop on PMU technology used by operating entities – current applications, future work, industry priorities, etc.
Bring in select subject matter experts to raise industry awareness on key focus areas for this technology
Dialogue regarding path forward for development of tools & applications, procedures for real-time situational awareness, offline analysis, and training
Task 6: PMUs for Cascading Outages
Explore practices for utilizing PMUs to predict and mitigate potential for cascading outages
Explore applications and practices for monitoring stability limits using PMUs
Explore utilizing PMUs for system restoration
Coordinate with IEEE Cascading Failures Working Group (CFWG)

7. Task 7: Monitor IEEE Certification
Task Descriptions
Task 7: Monitor IEEE Certification
Monitor the progress of establishment of IEEE C certification laboratories and processes
Develop and maintain a list of certification laboratories
Develop and maintain a list of certified devices
Task 8: Monitor Operator Training Practices
Monitor existing operator training practices related to synchronized data
Explore NERC Certification Process for PMU-based Training
Develop Conceptual training materials – application agnostic

8. First Meeting Highlights
Started the first meeting with two sets of roundtable presentations
“Lead by example” – presented current prioritized efforts and vision from industry and solution provider perspectives
Industry Roundtable
Tony Faris, BPA
Hongming Zhang, Peak RC
Ryan Nice, PJM
Aftab Alam, CAISO
Floyd Galvan, Entergy
Solution Provider Highlights
Marianna Vaiman, V&R Energy
Ken Martin, Electric Power Group
Guru Pai, Alstom Grid
Greg Zweigle, Schweitzer
George Zheng, PowerTech
Chuck Wells, OSIsoft

9. First Meeting Highlights
Data Quality Monitoring
Data Quality Reporting
Online Data Checking Tools

10. First Meeting Highlights
Angle Monitoring
Oscillation Detection
Event Detection
Integration with EMS

11. First Meeting Highlights
Modal Analysis Tools
Angular Separation Monitoring
Security Boundary Visualization
Event Investigation
Linear State Estimation

12. Coordination Will Be KEY!
North American Synchrophasor Initiative (NASPI)
Driving light of technology advancement for synchronized technology
WECC Joint Synchronized Information Subcommittee (JSIS)
High value application development for West, seek to build off JSIS efforts and share practices amongst interconnections
IEEE/IEC
Coordinate with industry standards development and certification
NERC Registered Entities
Vendors, Consultants, Solution Providers
Bring together development expertise and utility members
Other NERC Subcommittees (OC & PC)

13. SMS Perspective
“Should the SMS reside under the PC or the OC?”
The efforts around advancing synchronized measurement technology encompass both aspects… heavily…
All technology starts in the planning realm
As technology matures, it moves from concept to prototype to operations
We believe we will fit very nicely within the PC for now
Will have strong liaison with the OC
May explore concept of a Joint PC/OC Subcommittee (JSMS).

14. Coverage Peak RC BC Hydro BPA PGE PAC MH HQ ISO-NE NYPA NYISO ATC
CAISO
PG&E
ATC
PJM
DVP
FERC
SCE
SDG&E
SRP
PNM
Southern
ERCOT
Entergy
FPL

15. Engaged team of SMEs from across industry
Closing Remarks
SMS is up and running!
Engaged team of SMEs from across industry
Still looking for participation from SMEs within operating entities in certain regions (coverage of NERC footprint)
West – Eastern Region
Midwest – AEP, MISO, ComEd
Southeast – Duke
Canada – Maritimes, Alberta, Sask Power
Feel free to reach out to Ryan Quint SMS Staff Coordinator if interested or with any questions
Team eager to advance synchronized measurement technology and advance utilization for bulk power system reliability!

16. Questions and Answers