GRAPES Strategic Planning Meeting

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GRAPES Strategic Planning Meeting Tampa, FL March 23-24 Spring 2017 IAB Meeting Review T. A. Walton

2017 GRAPES Strategic Planning Session Facilitator: T.A. Walton Scribe/Recorder: Karin Alvarado Faculty Participants: Alan Mantooth, Juan Carlos Balda, Simon Ang, Roy McCann, Yue Zhao, Roger Dougal, Andrea Benigni, Adel Nasiri, Robert Cuzner, Lingfeng Wang, Ezana Mekonnen IAB Participants: Andrew Rockhill, Andrew Ingram, Bozica Kovacveic, Brent Carr, Curtis Roe, Harvey Scribner, Kraig Olejniczak, Pat Bourne

Purpose 1. Review our Vision, Mission and Strategy 2. Review our Progress 3. Assess our Situation 4. Reassess our Goals 5. Adjust our Technical Direction as Needed 6. Align and Support the Choices Made

Agenda- Day 1 (will include business breaks) 7:00 am start time Welcome and Introductions Review Strategic Plan Evolution Review Current Strategic Focus SWOT Analysis Review SWOT Analysis Develop Countermeasures Adjourn for Dinner on your own.

Agenda- Day 2 (will include business breaks) 7:00 am start time Review Summary from Day I Develop Strategic Focus Areas Going Forward Development of Key Action Items and Accountabilities Putting it All Together 4:30 pm Adjourn the Meeting

GRAPES Mission and Vision The mission of GRAPES is to accelerate the adoption and insertion of power electronics into the electric grid in order to improve system stability, flexibility, robustness and economy. GRAPES vision is to become a model industrysponsored research center, providing value to member companies by creating and promulgating advanced technologies that enable members to become global leaders in the application and deployment of grid-connected power electronic systems.

GRAPES Strategic Focus Areas and Goals (from 2016 Needs) 1. Consistently Advance Power Electronics Technology i. The deployment of distributed energy resources (applications) ii. The use of demand side management systems (applications) iii. The control of power flows (applications) iv. Develop supporting PE technologies (technology) 2. Provide Stakeholder Value i. GRAPES is producing students that the members want to hire. ii. GRAPES works to further engage members to address technical issues that are relevant to them. 3. Perform as a Model Organization i. GRAPES has a healthy membership that maintains a critical mass of ii. the different types of members. GRAPES has solid participation in all meetings, advance materials are available, and website is up to date.

Strategic Assessment Process GRAPES Phase II Strategic Assessment Cycle Inputs Activities Outputs Outcomes The resources dedicated to or consumed by the Center The actions that the Center takes to achieve desired outcomes The measurable products of a Center s activities The benefits to IAB member companies, faculty, NSF, and/or society 3 4 1 2

Previous Work Organization We have evolved over the years. From our 2011 Strategic Plan: Technology Gap Analysis Created by Professors Technology Theme and Execution Analysis Created by Professors From our 2014 Strategic Plan Technology Leaders Technology Road Map Fish Bone Diagrams Quad Charts and Poster Reviews From our 2016 Strategic Plan Analysis: Technology Leaders Technology Road Map Fish Bone Diagrams Quad Charts and Poster Reviews Needs Document Project Proposal Process

Technology Gap Approach: Themes, Deployment and Execution vs. Projects - Example Technology Theme Power Electronic Systems Project Deployment Time Frame: Short (1-2 yrs), Mid (5 yrs), Long (10 yrs+) Distributed Energy Resources (Integration, Thermal, Comms, Sensor Tech, Equipment, Demand Side Engineering) Management Power Flow Control (FACTS, HVDC, etc.) Power Electronic Modules Interested Member Groups Project Duration Any short term payoff? Power Packaging M,L X E,C 3,5 Several payoffs along the way SGPN/SGPN2 M X X U,E 3 Control algorithms, LM ready to invest in it GPN extension to I&C M X X U,E 2 Power Flow Control M X X U 3 Improved operations and control Power System State Estimation M-L X X X U,E 3,5 Improved situational awareness Hybrid Microgrid M X X U 3 Placement, sizing, control algorithms Power Quality M-L X U 3,5 Analysis algorithms GaN Optical Isolation L X E,C 5+ Rapid Voltage Collapse M X U 3,5 Flexible Research Control Platform S X E 2 Layout Synthesis Tool M X C 3 PV/TE Storage Feasibility Study S X X E,C <1 High-Density PE Interfaces MMC for Transmission-Level Battery Storage GPS-Based "Smart" Electronic Recloser SSR Mitigation in Windfarms Solid-State Transformers Correcting Current Imbalances in 3-Phase Feeders Trans. Planning w/probablilistic Models Reliability of Grid-Connected PE- A Case Study Compensation Methods for Non-Periodic Currents PV Inverter Control DC Circuit Protection Future Hybrid Microgrids New projects added after 2011 Strategic Plan created Timeframe for the need: L = 10 yrs+ M = 5 yrs S = 1-2 yrs Member Clusters: U = Utilities/System Integrators E = Equipment C = Components

Technical Road Map Fishbone - Example TECHNICAL CHALLENGES: FABRICATION & DESIGN OF POWER ELECTRONIC MODULES TECHNICAL CHALLENGES: HIGH CURRENT/HIGH VOLTAGE MODULE LAYOUT SYNTHESIS TOOL OPTIMIZATION AND RELIABILITY OF POWER ELECTRONIC MODULES WIDE BANDGAP POWER MODULES PACKAGING SOLID STATE TRANSFORMERS WIDE BANDGAP OPTICAL ISOLATION ADVANCED GRID TIED POWER TECHNOLOGIES POWER DENSE ELECTRONIC INTERFACES SMART GREEN POWER NODE ELECTRONICS DC CIRCUIT PROTECTION MMC FOR TRANS. LEVEL BATT. STORAGE TECHNICAL CHALLENGES: DEMONSTRATORS NEW POWER TECHNOLOGY DEMONSTRATORS RED: WORK TO BE DONE GREEN: ON GOING BLUE: COMPLETED

Needs Document - Example FD1 Fault detection hardware These needs focus on the larger project scope, perhaps multi-institutional, that develops circuits, controls, and prototypes for fault detection. Some needs are focused on technologies and methods for achieving fault discrimination within AC and DC microgrids that will have equivalent reliability to conventional AC circuit protection methods and requisite speed of fault isolation 1. DC circuit protection including arc flash detection (could be sensors or algorithms) 1. Protection for mobile substation coordinated with traditional system 1. Ground fault detection and location within DC microgrids and hybrid AC/DC microgrids 1. Protective and isolating methods and devices; e.g., development of solid-state breakers for microgrids (ac and dc), coordination of protective components in dc and hybrid systems FD2 Sensing devices These needs are focused on technologies and methods for sensing in fault detection areas. This might involve algorithms to eliminate false detections as well as physical sensing devices and techniques. 1. Sensors for dc fault detection 1. Methods to eliminate false detection; methods to increase speed of detection

GRAPES Technical Focus Areas and Goals From 2016 Needs Document Technical Focus Areas: i. Distributed Energy Resources ii. Demand-side Resource Management iii. Power Flow Control iv. Fault Detection and Management v. Power Devices and Modules.

EXERCISE: SWOT Analysis Strengths Weaknesses Opportunities Threats Activity: Individually identify strengths, weaknesses, opportunities and threats- write on post-its Individual inputs will be shared with the group Group evaluation and theme identification

Discussion of SWOT Any obvious themes emerging? If so, what are they? When considering our five current Strategic Focus Areas- are any new strategic focus areas coming to light, or do we need to adjust the details on the ones we have? Do we have any Focus Areas that need to be replaced/updated?

Identifying Strategic Choices

Strategic Objectives Strategic objectives drive the key activities (key areas of work) that are required to achieve each long-term, strategic focus. You may wish to refer back to your SWOT, to check that all factors (both internal and external) that may have a bearing on your objectives have been taken into account. Consider each long-term focus and list up to four objectives that will: Have the greatest impact; Make best use of resources; Help achieve the strategic focus (and hence the center s mission).

GRAPES Strategic Focus Areas and Goals 1. Consistently Advance Power Electronics Technology i. The deployment of distributed energy resources (applications) ii. The use of demand side management systems (applications) iii. The control of power flows (applications) iv. Develop supporting PE technologies (technology) 2. Provide Stakeholder Value i. GRAPES is producing students that the members want to hire. ii. GRAPES works to further engage members to address technical issues that are relevant to them. 3. Perform as a Model Organization i. GRAPES has a healthy membership that maintains a critical mass of ii. the different types of members. GRAPES has solid participation in all meetings, advance materials are available, and website is up to date.

GROUP EXERCISE Prioritization of Technical Focus Areas Includes items stated our current Needs Document Includes new input from IAB members Includes information identified and inferred from SWOT Analysis. This Strategic Planning meeting was dedicated to sharpening our Technical Focus Areas.

Strategic Planning Guide Modified from Strategic Planning Guide, Rotary International, Published October 2012

Distributed Energy Resources Table 1. 1. Expected Capabilities from DER Thrust Expected Capability Hybrid microgrid control methods Coordination of power Coordination of power electronic devices on electronic devices on microgrids microgrids Enabled Outcome Development of hardware demonstrating efficacy of control methods in hybrid ac-dc power flows in microgrid testbed at UA or UWM; ability for member companies to utilize new methods in products Avoidance of instability and conflict among power electronic devices interconnected onto microgrids System control methods DER interface control methods and hardware prototypes The ability to control power flows and manage assets on a microgrid when when islanded islanded or or grid-connected and maintain and maintain stability; stability; demonstration in microgrid in microgrid testbeds testbeds In addition to research in microgrids, interconnection of DER to the In addition to research in microgrids, interconnection of DER to the traditional grid remains an area of need in some circumstances with an traditional grid remains an area of need in some circumstances with an outcome of prototyping and transferring the techniques to industry outcome of prototyping and transferring the techniques to industry partners. partners.

Distributed Energy Resources M1 Table 2. Distributed Energy Resource Needs Microgrid development This is focused on the controls needed to address issues in microgrid settings. Projects may focus on a renewable interface, a traditional gen set, or other assets found in microgrid settings. 1. Modeling of smart DER interactions and microgrid operation 1. Design testing and demonstration of microgrid protection, control and coordination schemes 1. Design testing and demonstration of MV smart inverter D1 DER Interfaces Design and prototype power electronic interfaces between distributed energy resources and the grid or microgrid, specifically dc/ac conversion 1. Power electronics interfaces that are highly efficient, low volume and cyber ready.

Demand-Side Management Table 3. Expected Capabilities from Demand-side Management in 3 Years Expected Capability To design power electronic interfaces to meet DSM needs Enabled Outcome Prototype these interfaces (hardware and controls) in scaled-down versions; demonstrations at scale as requested by IAB. DSM1 Table 4. Demand-side Resource Management Needs Demand-side Management Hardware and Controls There continues to be unmet needs and opportunities for advances in demand-side resource management hardware and controls. Prototyping and transitioning these to the members is required. 1. Power Electronics for interfaces with energy storage systems, batteries, fuel cells; survey what has been addressed, focus on what is required. 1. Development of SMART INVERTER technology complementing work by DOE 1. Peak shaving control systems; demand response; non-controllable dist. energy; advantages of PE to enable partial powering of loads

Fault Detection Table 5. Expected Capabilities for Fault Detection in 3 Years Expected Capability Enabled Outcome Sensors, circuits, communications and algorithms developed for rapid, reliable detection in ac and dc distribution (low and medium voltage) systems. Applications include ac and dc microgrids with future development towards transmission (high voltage) systems. Ability to reliably detect faults in dc or ac systems and demonstrate these in prototype hardware. Transfer technology to industry partners. FD2 Sensing devices and circuits These needs are focused on technologies and methods for sensing fault conditions in ac and dc power system that include power electronic circuits and systems. This includes circuits and algorithms to eliminate false detections as well as physical sensing devices and techniques. 1. Sensor devices, for ac and dc fault detection 1. Sensor networks (including communication) for ac and dc fault detection 1. Methods to eliminate false detection; methods to increase speed of detection

Fault Detection Table 6. Fault Detection and Management Needs FD1 Fault detection hardware These needs focus on the larger project scope, perhaps multi-institutional, that develops circuits, controls, and prototypes for fault detection. Some needs are focused on technologies and methods for achieving fault discrimination within AC and DC microgrids that will have equivalent reliability to conventional AC circuit protection methods and requisite speed of fault isolation. Attention is given to ac distribution systems with bidirectional power flows in the range of 480V to 15 kv at steady-state currents of approximately 1000 A and 20 ka fault currents. 1. DC circuit protection including arc flash detection (could be sensors or algorithms) 1. Protection for mobile substation coordinated with traditional system 1. Ground fault detection and location within DC microgrids and hybrid AC/DC microgrids 1. Protective and isolating methods and devices; e.g., development of solid-state breakers for microgrids (ac and dc), coordination of protective components in dc and hybrid systems 1. Fault detection and management circuits in ac distribution systems (low and medium voltage) 1. Fault detection and management circuits in dc distribution systems 1. Fault coordination among power electronic equipment 1. Development of fault detection and management testbed at 480V and 4160V.

Power Flow Control Table 7. Expected Capabilities from Power Flow Control in 3 Years Expected Capability Enabled Outcome Methods and circuits to improve the ability to control and compensate power flows in ac and dc systems including microgrids; Initial priority is for low and medium voltage system. Future priority to increasing power capability to high voltage applications (transmission grid) Prototyped and transferrable methods to industry; this can be achieved through lower power prototype demonstration, in a test bed or in a higher power laboratory experiment.

Power Flow Control Table 8. Power Flow Control Needs PQ Power Quality Hardware and controls that are needed to address bidirectional power flow and power quality in medium voltage ac distribution as well as dc and hybrid microgrid systems. Capability also to extend towards high voltage transmission applications. 1. Three-phase imbalance compensation 1. Thermal limit management on transmission lines 1. Maximizing in-place grid assets w.r.t. capacitors, lightning arrestors (>69 kv) 1. Harmonic elimination 1. DFACTS when addressing system-wide issues; compensation techniques including voltage sag and line compensation management; mobile substation SI System Impact Simulation and studies are needed to quantify the benefits of power electronic equipment in electric power systems.. 1. State estimation for electric power distribution systems 1. Inertia substitutes; as we remove rotating equipment containing high inertia storage to more agile sources wind and PV, which have less inertia- how do we deploy power electronics to manage that transition? 1. Decentralized and distributed converter coordination and control 1. Direct (transformerless) interfaces to distribution (medium voltage) circuits 1. Solid state transformers at medium voltage levels with voltage magnitude and angle controllability 1. Development of test bed for power flow control related functions

Power Devices and Modules Table 9. Expected Capabilities from Power Devices & Modules in 3 Years Expected Capability New materials; design techniques, methods and tools; and fabrication methods to address high voltage packaging for WBG devices Enabled Outcome Transferrable technology to industry partners that can then be used in the design of new WBG-based equipment. Table 10. Power Devices and Modules Needs PD Power Devices While GRAPES investigators do not create power semiconductor devices, they do model, characterize, drive and package devices. So, these needs are oriented around that scope. 1. Modeling and characterization of wide bandgap devices 1. Optimization of gate drivers for wide bandgap devices 1. Circuit topologies that promote the advantages of WBG power devices 1. Assessment of conducted and radiated EMI of wide bandgap device based systems that are packaged for high power density

Power Devices and Modules PM Power Modules Reliability, capacity, and wide bandgap power modules are the clear focus areas in electronic packaging for the grid. 1. 10 kv power module technologies; investigating high dielectric strength materials that extended the isolation of the module; materials / processes that would extend the partial discharge capability of a module 1. 20 kv and 30 kv modules are longer term goal 1. Methods/tools/design guidelines for accounting for system level requirements within module (creepage, clearance); application-driven module architectures and layout; account for causes of failures to de-sensitize modules to these causes (DFR); tools to optimize design considering electro-thermal-mechanical (i.e., multidisciplinary) concerns 1. Development of reverse voltage blocking and/or simultaneous reverse voltage blocking/bi-directional current modules to enable implementations of topologies that can achieve grid compatibility (i.e. power quality and EMC) with a higher packaging density D Design Design methods, techniques and tools to take advantage of WBG technologies. 1. Prognostic Health Management: Sensors for temperature, current, voltage, rate (dv/dt); algorithms to perform PHM; fault recovery, resilience, tolerance 1. Methods/tools/design guidelines for accounting for system level requirements at the cabinet level

Follow-up & Next Steps Technology Leaders summarized focus areas for the document TAW collected comments and created summary document Summary document was sent to IAB 4/25 for review prior to Spring 2017 Meeting IAB to ratify Technology Focus direction in Spring 2017 Business Meeting