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availability, total cost of ownership and the possibility of modification, extension or partial replacement of components. Specification, design, configuration, training and documentation are key elements which contribute to the ability of the utilities to maintain a Substation Automation Systems during its lifetime. The Technical Brochure (TB) written by WG B5.06 defines DSAS as “Substation Automation Systems using digital communications on substation level where the main functions are implemented in Intelligent Electronic Devices (IEDs) such as bay controllers or digital protec- tions”. It intends to give some guidance for utilities, which require an understanding of how to adapt the maintenance of their Substation Automation Systems to this new context. The topics developed also concern the other stakeholders in DSAS maintenance, in particular the vendors. When deciding the life cycle strategy of DSAS, utilities should take into account all aspects, from initial investment costs to decommissioning. The main contributing factors which have to be defined for their life-cycle strategy are identified in the Technical Brochure. These factors also form the base for the definition of the utility’s maintenance strategy : Substation Automation Systems (SAS) and associated technologies have evolved considerably over the preceding decades, with the aim to increase their overall efficiency and to decrease the ownership costs. Amongst other factors, this trend is driven by the rapid evolution of computer and telecommunication technology. The Substation Automation Systems commissioned today are digital and more integrated. They are designed and configured with powerful engineering tools by highly trained staff. The maintenance of Digital SAS (DSAS) is different from that of conventional SAS under different aspects: Digital Substation Automation Systems pose new questions on how to ensure the effectiveness of maintenance over the whole life of the system. The professional profile of maintenance special- ists has been changing according to the technolog- ical evolution of substation automation devices and systems. This has an impact of maintenance on existing and future DSAS. This new technology implies a change in the tasks carried out by the traditional actors in the maintenance of DSAS and imposes different strategies for their maintenance practice in order to take into consideration new constraints. The approach for the maintenance of DSAS has to take into account several factors including system Maintenance Strategies for Digital Substation Automation Systems WG B5.06 464 TECHNICAL BROCHURE No. 256 - June 2011 ELECTRA 67 Members: Volker Leitloff, Convener (FR), Michael Eckl (AT), Peter Jenåker (SE), Martin Herzig (CH), Frank Koers (NL), Steven A. Kunsman (US), Ivan Lorencin (SL), Rannveig S. J. Løken (NO), Alberto Lopez de Viñaspre (ES), Mika Loukkalahti (FI), Iony Patriota de Siqueira (BR), MarceloPaulino (BR), Massimo Petrini (IT), JohnRobertson (CA), Ville Tiesmäki (FI), Peter Wittlinger (DE), John Wright (GB) 1105-014 Electra256.qxp:0507-012Mep221 30/05/11 9:26 Page 67

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availability, total cost of ownership and the possibility ofmodification, extension or partial replacement ofcomponents. Specification, design, configuration,training and documentation are key elements whichcontribute to the ability of the utilities to maintain aSubstation Automation Systems during its lifetime.The Technical Brochure (TB)written by WG B5.06defines DSAS as Substation Automation Systems usingdigital communications on substation level where themain functions are implemented in Intelligent ElectronicDevices (IEDs) such as bay controllers or digital protec-tions. It intends to give some guidance for utilities,which require an understanding of how to adapt themaintenance of their SubstationAutomation Systems tothis new context. The topics developed also concern theother stakeholders in DSAS maintenance, in particularthe vendors.When deciding the life cycle strategy of DSAS,utilities should take into account all aspects, frominitialinvestment costs to decommissioning. The maincontributing factors which have to be defined for theirlife-cycle strategy are identified in the Technical Brochure.These factors also formthe base for the definition of theutilitys maintenancestrategy :SubstationAutomationSystems (SAS) and associatedtechnologies have evolvedconsiderably over the precedingdecades, with the aimto increase their overall efficiencyand to decrease the ownership costs. Amongst otherfactors, this trend is driven by the rapid evolution ofcomputer and telecommunication technology. TheSubstationAutomation Systems commissioned today aredigital and more integrated. They are designed andconfigured with powerful engineering tools by highlytrained staff.The maintenance of Digital SAS (DSAS) is differentfromthat of conventional SAS under different aspects:G Digital Substation Automation Systems pose newquestions on how to ensure the effectiveness ofmaintenance over the whole life of the system.G The professional profile of maintenance special-ists has been changing according to the technolog-ical evolution of substation automation devicesand systems. This has an impact of maintenanceon existing and future DSAS.G This newtechnology implies a change in the taskscarried out by the traditional actors in themaintenance of DSAS and imposes differentstrategies for their maintenance practice in orderto take into consideration new constraints.The approach for the maintenance of DSAS has totake into account several factors including systemMaintenance Strategiesfor Digital Substation AutomationSystemsWGB5.06464TECHNICAL BROCHURENo. 256- June2011ELECTRA67Members:Volker Leitloff, Convener (FR), Michael Eckl (AT),Peter Jenker (SE), Martin Herzig (CH), Frank Koers (NL),Steven A. Kunsman (US), Ivan Lorencin (SL),Rannveig S. J. Lken (NO), Alberto Lopez de Viaspre (ES),Mika Loukkalahti (FI), Iony Patriota de Siqueira (BR),MarceloPaulino (BR), Massimo Petrini (IT),JohnRobertson (CA), Ville Tiesmki (FI),Peter Wittlinger (DE), John Wright (GB)1105-014 Electra256.qxp:0507-012Mep22130/05/119:26Page 67Level of specifications and maintenance principlescan vary greatly between large and small utilities, betweendifferent voltage levels and depending on type andimportance of substations.As for the other technical requirementsin the DSAS specification, the approval andtest process of the utility has to includethe verification of the respect of therequirements concerning maintenance.Maintenance procedures and testprocedures after maintenance operationsshould be included in the deliverables ofthe DSAS documentation.Maintenance tests in conventional baysare organized on the base of one equipment = onefunction. In a DSAS, one function can either beimplemented together with other functions in the sameequipment (Functional Integration) or it can bedistributedover several equipments. The testing procedurehas thus to take into account the implementation of thefunctions and cannot, in some cases, be performed as analmost independent procedure for each functionality.Attentionhas also to be paidto the maintenance tools,which may experience similar constraints concerning themaintenance of their hardware and software than theDSAS itself.TheWGB5.06 establisheda questionnaire concerningthe practice of maintenance of DSAS. This questionnairehad a restricted circulation and was completed by 12utilities related to the WG. It is thus not completelyrepresentative for the industry. It gives however an insightinto the current practice of maintenance of DSAS. Theresults of the questionnaire are discussed in more detailin the TB. Some salient points are:G There still seems to be much time-based mainte-nance on DSAS. The potential offered by the self-supervision of DSAS to adopt a maintenancestrategy principally based on corrective mainte-nance is thus not completely used by all utilities.G The average period of configuration modificationgiven by the survey is about 4 years, but there is asignificant amplitude in the received answers (fromone per year to once every ten years). In general,modification of the configuration is more frequentfor new DSAS developments (migration period,bugs).Fromthe utility point of view, the life cycle of a DSAScan be broken down to several main phases as shownin figure.The TB briefly describes the different types of main-tenance. As far as DSAS is concerned, the self-supervi-sion implemented in these systems allows a reduction ofpreventive maintenance. The self-supervision results thusin a shift of balance away from preventive maintenancetowards corrective maintenance.Utilities can basically adoptthree different strate-gies for doing the maintenance of DSAS :G Outsourcing of this activity by subcontracting toa vendor or another service provider.G Doing the maintenance of DSAS completely by itsown staff.G A mixture between the two above mentionedpossibilities.The TB identifies items that need to be consideredwhen developing a maintenance strategy and describesthemin detail.Conservation of knowledge and skills for the main-tenance of DSAS is a vital issue for utilities. As comparedwith conventional SAS, maintenance of DSAS globallyrequires a higher level of training and skills. The TBdiscusses the different aspects to be taken into account.The DSAS should be designed by the vendors withmaintenance inmind, not as anafterthought. Concerningthe utilities, the specification of the DSAS shouldcontain requirements related to the maintenancepolicy of the utility. It has to be made sure that themaintenance operations are feasible under theconditions defined by the utility. These conditionsinclude the global availability of the DSAS, safetyconditions and acceptable degraded operation, e.g. dueto common modes. Often, a de-energising of theconcerned feeder is not accepted for basic maintenanceoperation of the DSAS.WGB5.06464TECHNICAL BROCHURENo. 256- June2011ELECTRA691105-014 Electra256.qxp:0507-012Mep22130/05/119:26Page 69DSAS (but not all). IEC 61850 will also facilitatespare-part management due to interoperability andstandard data models. But the reality of hundreds oflegacy DSAS deployed by utilities must not beforgotten. The main stakes of DSAS maintenance in thenear future concern these systems.It has been demonstrated that the version manage-ment of DSAS configuration, both for hard- andsoftware is of major importance for the long-termmaintenance of these systems. In practice, only theutilities are able to put into place version managementsystems that properly reflect reality in the field.Remote access is believed to play a more importantpart in the future, in spite of security issues which haveto be addressed. It may be possible to performon-lineupdates of centraliseddatabases of the utilities containingsetting and configuration information using standard-ised data models and remote access.Much work is clearly to be done in the field ofmaintenance testing in order to obtain adequate toolsand validated and standardised testing procedures.The issues concerning life-time maintenance ofDSAS for utilities can be summarised as follows:Utilities should not try to apply the organisation andprocedures put into place for maintenance ofconventional SAS. Maintenance of Digital SAS has to beadjusted and adapted. IG About half of the utilities state that they use acomprehensive asset management systemfor DSAS.G Almost all interviewed utilities have trained staffwho can do maintenance. Half of themstate thatthe part of the maintenance done by utility staff isincreasing.Almost all utilities have a particular strategy forspare-parts. Two thirds have their own spare-partstorage, and about half of them also have an externalcontract for spare-part storage. The model of a store atthe utility which belongs to a vendor is not very common.A considerable number of Digital SubstationAutomationSystems are already inoperation, andutilitiesare concerned about the most efficient, cost effective andsafe way of maintaining themduring their lifetime. Thereis a general consensus within the industry that mainte-nance strategies for DSAS cannot be the same as thoseemployed for conventional SAS and would need to beadapted to meet the their needs. This is related to theparticular characteristics and implemented technologiesof DSAS.The organisation of the maintenance activity ofutilities has to be adapted to this new context. Thisincludes long-termmaintenance contracts and the reviewof the possibility of outsourcing a part of this task to thirdparties.System standardisation and optimisation of main-tenance is a continuous task for all power utilities.It also appears that maintenance of DSAS has to betaken into account at the systemdesign stage and requiresspecific training, test methods and procedures,documentation and skilled staff. The expression of aparadigm change was recently employed to describethe amplitude of this evolution.One key element is to acquire and to maintain asufficient knowledge of the staff in charge of DSASmaintenance. This requires adapting the content of thetraining courses and to plan periodic updates. In thiscontext, the training courses for maintenance staff shouldconcentrate more on howto solve the problems than onhow to build the systems.These requirements also apply to DSAS based on IEC61850. In addition, this standard may help to make themaintenance for DSAS of different vendors more homoge-nous. Its applicationsupports a self-documentationof theconfiguration and of some other information of theWGB5.06464TECHNICAL BROCHURENo. 256- June2011ELECTRA71Hardcopyin English onlyOn sale at the Central OfficeMember Price :Non-Member Price :e-mail : [email protected] tlcharger http://www.e-cigre.orgor download at http: //www.e-cigre.org(Membres uniquement / Members only)BROCHURE N 4641105-014 Electra256.qxp:0507-012Mep22130/05/119:26Page 71