934 IEEE TRANSACTIONS ON POWER SYSTEMS, VOL. 19, NO. 2, MAY 2004
A Common Modeling Framework of Voltage-Sourced
Converters for Load Flow, Sensitivity,
and Dispatch Analysis
Xuan Wei, Joe H. Chow, Behruz Fardanesh, and Abdel-Aty Edris, Senior Member, IEEE
Abstract—This paper discusses the use of injected shunt
and series voltage sources to model voltage-sourced converter
(VSC)-based flexible ac transmission systems (FACTS) controllers
such as the unified power-flow controller (UPFC) and the interline
power-flow controller (IPFC). Compared to traditional power
network models including only shunt voltage injections, the
inclusion of series voltage injections provides a new capability of
power system models and offers a common modeling framework
in which a Newton–Raphson load-flow solution and a network
sensitivity analysis can be readily developed. The sensitivities can
be used for optimal dispatch of FACTS controllers.
Index Terms—Flexible ac transmission system controllers,
interline power flow controller, Newton–Raphson algorithm, op-
timal dispatch, sensitivity analysis, unified power-flow controllers,
voltage-sourced converters.
I. INTRODUCTION
T
HIS paper concerns the modeling and analysis of flexible
ac transmission system (FACTS) controllers using the self-
commutated voltage-sourced converters (VSCs) [1]. These con-
trollers include static synchronous compensators (STATCOMs)
[2], static synchronous series compensators (SSSCs), unified
power-flow controllers (UPFCs) [3]–[8], and interline power
flow controllers (IPFCs) [9], [10]. Furthermore, the flexibility
of VSC-based FACTS controllers can be increased when two
VSCs are used either to provide shunt or series compensation.
This is the case of the convertible static compensator (CSC) in-
stalled at the Marcy Substation of the New York Power Au-
thority (NYPA) [9]. The Marcy CSC configuration is similar
to the one in Fig. 1, except that the Marcy unit has only one
series transformer in each transmission line. By closing the ap-
propriate switches, the Marcy CSC can operate in 11 different
compensation modes. For systems with three or more coupled
VSCs, it is possible to connect and operate them as a unit to form
a generalized unified power-flow controller (GUPFC) [11]. The
VSCs can also be coupled to energy systems such as supercon-
ducting magnetic energy storage system (SMES) or a battery
storage device [12].
Manuscript received November 14, 2003. This research was supported in part
by EPRI and NYPA.
X. Wei and J. H. Chow are with the Electrical, Computer, and System En-
gineering Department, Rensselaer Polytechnic Institute, Troy, NY 12180-3590
USA (e-mail: chowj@rpi.edu).
B. Fardanesh is with the Manhattan College, Riverdale, NY 10471 USA, and
also with NewYork Power Authority, White Plains, NY 10601 USA.
A.-A. Edris is with the Electric Power Research Institute, Palo Alto, CA
94303-0813 USA.
Digital Object Identifier 10.1109/TPWRS.2004.826753
Fig. 1. Multiple configurations of a convertible static compensator (CSC).
In contrast to thyristor-controlled FACTS controllers such as
the static var compensator (SVC) and the thyristor-controlled
series compensator (TCSC), which can be modeled simply as
variable shunt and series susceptances, respectively, the studies
of VSC-based controllers such as unified power-flow controller
(UPFC) and IPFC are more complex. Ideally, a VSC injects a
voltage component into a power system and should be mod-
eled as a voltage source. A traditional power network consists
of only shunt injections and shunt voltage sources. Thus, to ac-
commodate a series VSC on a transmission line, bus injections
are added to the from-bus and the to-bus [12], [13]. This has
the disadvantage that the line flow on the series VSC equiva-
lent transformer reactance not be identical to the flow on the
actual equipment, in addition to the need of adjusting the bus
injections such that the proper line flow and bus voltage specifi-
cations are met. The power injection model in [14] uses directly
a series voltage source power injection, by requiring additional
equations as constraints, which need to be solved in an optimal
power-flow setting.
Another approach is to model shunt and series VSCs directly
as shunt and series voltage injections, respectively [16]–[21].
This approach represents a common modeling framework,
where the VSC variables from the load-flow solution can be
used to directly initialize electromagnetic transient programs
and dynamic simulation programs. In particular, as shown in
this paper, the sensitivity analysis of the VSC control variables
using the network equations consisting of shunt and series
voltage injections can be readily obtained in such a framework.
The FACTS controller sensitivities, similar to generation
shift factors [25] affecting network flows, are useful for the
0885-8950/04$20.00 © 2004 IEEE