Evaluación estocástica de huecos de tensión en sistemas eléctricos: estudio de sensibilidad, estimación de índices y localización óptima de medidores

I. GENERALIDADES 1.1. Introducción Entre los diversos tipos de perturbaciones eléctricas, los huecos de tensión son considerados el problema de calidad de suministro más frecuente en los sistemas eléctricos. Este fenómeno es originado por un aumento extremo de la corriente en el sistema, causado principalmente por cortocircuitos o maniobras inadecuadas en la red. Este tipo de perturbación eléctrica está caracterizado básicamente por dos parámetros: tensión residual y duración. Típicamente, se considera que el hueco se produce cuando la tensión residual alcanza en alguna de las fases un valor entre 0.01 a 0.9 pu y tiene una duración de hasta 60 segundos. Para un usuario final, el efecto más relevante de un hueco de tensión es la interrupción o alteración de la operación de sus equipos, siendo los dispositivos de naturaleza electrónica los principalmente afectados (p. ej. ordenador, variador de velocidad, autómata programable, relé, etc.). Debido al auge tecnológico de las últimas décadas y a la búsqueda constante de automatización de los procesos productivos, el uso de componentes electrónicos resulta indispensable en la actualidad. Este hecho, lleva a que los efectos de los huecos de tensión sean más evidentes para el usuario final, provocando que su nivel de exigencia de la calidad de energía suministrada sea cada vez mayor. De forma general, el estudio de los huecos de tensión suele ser abordado bajo dos enfoques: en la carga o en la red. Desde el punto de vista de la carga, se requiere conocer las características de sensibilidad de los equipos para modelar su respuesta ante variaciones súbitas de la tensión del suministro eléctrico. Desde la perspectiva de la red, se busca estimar u obtener información adecuada que permita caracterizar su comportamiento en términos de huecos de tensión. En esta tesis, el trabajo presentado se encuadra en el segundo aspecto, es decir, en el modelado y estimación de la respuesta de un sistema eléctrico de potencia ante los huecos de tensión. 1.2. Planteamiento del problema A pesar de que los huecos de tensión son el problema de calidad de suministro más frecuente en las redes, hasta la actualidad resulta complejo poder analizar de forma adecuada este tipo de perturbación para muchas compañías del sector eléctrico. Entre las razones más comunes se tienen: - El tiempo de monitorización puede llegar a ser de varios años para conseguir una muestra de registros de huecos estadísticamente válida. - La limitación de recursos económicos para la adquisición e instalación de equipos de monitorización de huecos. - El elevado coste operativo que implica el análisis de los datos de los medidores de huecos de tensión instalados. - La restricción que tienen los datos de calidad de energía de las compañías eléctricas. Es decir, ante la carencia de datos que permitan analizar con mayor detalle los huecos de tensión, es de interés de las compañías eléctricas y la academia poder crear métodos fiables que permitan profundizar en el estudio, estimación y supervisión de este fenómeno electromagnético. Los huecos de tensión, al ser principalmente originados por eventos fortuitos como los cortocircuitos, son el resultado de diversas variables exógenas como: (i) la ubicación de la falta, (ii) la impedancia del material de contacto, (iii) el tipo de fallo, (iv) la localización del fallo en la red, (v) la duración del evento, etc. Es decir, para plantear de forma adecuada cualquier modelo teórico sobre los huecos de tensión, se requeriría representar esta incertidumbre combinada de las variables para proveer métodos realistas y, por ende, fiables para los usuarios. 1.3. Objetivo La presente tesis ha tenido como objetivo el desarrollo diversos métodos estocásticos para el estudio, estimación y supervisión de los huecos de tensión en los sistemas eléctricos de potencia. De forma específica, se ha profundizado en los siguientes ámbitos: - En el modelado realista de las variables que influyen en la caracterización de los huecos. Esto es, en esta Tesis se ha propuesto un método que permite representar de forma verosímil su cuantificación y aleatoriedad en el tiempo empleando distribuciones de probabilidad paramétricas. A partir de ello, se ha creado una herramienta informática que permite estimar la severidad de los huecos de tensión en un sistema eléctrico genérico. - Se ha analizado la influencia la influencia de las variables de entrada en la estimación de los huecos de tensión. En este caso, el estudio se ha enfocado en las variables de mayor divergencia en su caracterización de las propuestas existentes. - Se ha desarrollado un método que permite estima el número de huecos de tensión de una zona sin monitorización a través de la información de un conjunto limitado de medidas de un sistema eléctrico. Para ello, se aplican los principios de la estadística Bayesiana, estimando el número de huecos de tensión más probable de un emplazamiento basándose en los registros de huecos de otros nudos de la red. - Plantear una estrategia para optimizar la monitorización de los huecos de tensión en un sistema eléctrico. Es decir, garantizar una supervisión del sistema a través de un número de medidores menor que el número de nudos de la red. II. ESTRUCTURA DE LA TESIS Para plantear las propuestas anteriormente indicadas, la presente Tesis se ha estructurado en seis capítulos. A continuación, se describen brevemente los mismos. A manera de capítulo introductorio, en el capítulo 1, se realiza una descripción del planteamiento y estructura de la presente tesis. Esto es, se da una visión amplia de la problemática a tratar, además de describir el alcance de cada capítulo de la misma. En el capítulo 2, se presenta una breve descripción de los fundamentos y conceptos generales de los huecos de tensión. Los mismos, buscan brindar al lector de una mejor comprensión de los términos e indicadores más empleados en el análisis de severidad de los huecos de tensión en las redes eléctricas. Asimismo, a manera de antecedente, se presenta un resumen de las principales características de las técnicas o métodos existentes aplicados en la predicción y monitorización óptima de los huecos de tensión. En el capítulo 3, se busca fundamentalmente conocer la importancia de las variables que determinen la frecuencia o severidad de los huecos de tensión. Para ello, se ha implementado una herramienta de estimación de huecos de tensión que, a través de un conjunto predeterminado de experimentos mediante la técnica denominada Diseño de experimentos, analiza la importancia de la parametrización de las variables de entrada del modelo. Su análisis, es realizado mediante la técnica de análisis de la varianza (ANOVA), la cual permite establecer con rigor matemático si la caracterización de una determinada variable afecta o no la respuesta del sistema en términos de los huecos de tensión. En el capítulo 4, se propone una metodología que permite predecir la severidad de los huecos de tensión de todo el sistema a partir de los registros de huecos de un conjunto reducido de nudos de dicha red. Para ello, se emplea el teorema de probabilidad condicional de Bayes, el cual calcula las medidas más probables de todo el sistema a partir de la información proporcionada por los medidores de huecos instalados. Asimismo, en este capítulo se revela una importante propiedad de los huecos de tensión, como es la correlación del número de eventos de huecos de tensión en diversas zonas de las redes eléctricas. En el capítulo 5, se desarrollan dos métodos de localización óptima de medidores de huecos de tensión. El primero, que es una evolución metodológica del criterio de observabilidad; aportando en el realismo de la pseudo-monitorización de los huecos de tensión con la que se calcula el conjunto óptimo de medidores y, por ende, en la fiabilidad del método. Como una propuesta alternativa, se emplea la propiedad de correlación de los eventos de huecos de tensión de una red para plantear un método que permita establecer la severidad de los huecos de todo el sistema a partir de una monitorización parcial de dicha red. Finalmente, en el capítulo 6, se realiza una breve descripción de las principales aportaciones de los estudios realizados en esta tesis. Adicionalmente, se describen diversos temas a desarrollar en futuros trabajos. III. RESULTADOS En base a las pruebas realizadas en las tres redes planteadas; dos redes de prueba IEEE de 24 y 118 nudos (IEEE-24 e IEEE-118), además del sistema eléctrico de la República del Ecuador de 357 nudos (EC-357), se describen los siguientes puntos como las observaciones más relevantes: A. Estimación de huecos de tensión en ausencia de medidas: Se implementa un método estocástico de estimación de huecos de tensión denominado PEHT, el cual representa con mayor realismo la simulación de los eventos de huecos de un sistema a largo plazo. Esta primera propuesta de la tesis, es considerada como un paso clave para el desarrollo de futuros métodos del presente trabajo, ya que permite emular de forma fiable los registros de huecos de tensión a largo plazo en una red genérica. Entre las novedades más relevantes del mencionado Programa de Estimación de Huecos de Tensión (PEHT) se tienen: - Considerar el efecto combinado de cinco variables aleatorias de entrada para simular los eventos de huecos de tensión en una pseudo-monitorización a largo plazo. Las variables de entrada modeladas en la caracterización de los huecos de tensión en el PEHT son: (i) coeficiente de fallo, (ii) impedancia de fallo, (iii) tipo de fallo, (iv) localización del fallo y (v) duración. - El modelado estocástico de las variables de entrada impedancia de fallo y duración en la caracterización de los eventos de huecos de tensión. Para la parametrización de las variables mencionadas, se realizó un estudio detallado del comportamiento real de las mismas en los sistemas eléctricos. Asimismo, se define la función estadística que mejor representa la naturaleza aleatoria de cada variable. - Considerar como variables de salida del PEHT a indicadores de severidad de huecos de uso común en las normativas, como es el caso de los índices: SARFI-X, SARFI-Curve, etc. B. Análisis de sensibilidad de los huecos de tensión: Se presenta un estudio causa-efecto (análisis de sensibilidad) de las variables de entrada de mayor divergencia en su parametrización entre las referencias relacionadas a la estimación de los huecos de tensión en redes eléctricas. De forma específica, se profundiza en el estudio de la influencia de la parametrización de las variables coeficiente de fallo e impedancia de fallo en la predicción de los huecos de tensión. A continuación un resumen de las conclusiones más destacables: - La precisión de la variable de entrada coeficiente de fallo se muestra como un parámetro no influyente en la estimación del número de huecos de tensión (SARFI-90 y SARFI-70) a largo plazo. Es decir, no se requiere de una alta precisión del dato tasa de fallo de los elementos del sistema para obtener una adecuada estimación de los huecos de tensión. - La parametrización de la variable impedancia de fallo se muestra como un factor muy sensible en la estimación de la severidad de los huecos de tensión. Por ejemplo, al aumentar el valor medio de esta variable aleatoria, se disminuye considerablemente la severidad reportada de los huecos en la red. Por otra parte, al evaluar el parámetro desviación típica de la impedancia de fallo, se observa una relación directamente proporcional de este parámetro con la severidad de los huecos de tensión de la red. Esto es, al aumentar la desviación típica de la impedancia de fallo, se evidencia un aumento de la media y de la variación interanual de los eventos SARFI-90 y SARFI-70. - En base al análisis de sensibilidad desarrollado en la variable impedancia de fallo, se considera muy cuestionable la fiabilidad de los métodos de estimación de huecos de tensión que omiten su efecto en el modelo planteado. C. Estimación de huecos de tensión en base a la información de una monitorización parcial de la red: Se desarrolla un método que emplea los registros de una red parcialmente monitorizada para determinar la severidad de los huecos de todo el sistema eléctrico. A partir de los casos de estudio realizados, se observa que el método implementado (PEHT+MP) posee las siguientes características: - La metodología propuesta en el PEHT+MP combina la teoría clásica de cortocircuitos con diversas técnicas estadísticas para estimar, a partir de los datos de los medidores de huecos instalados, las medidas de huecos de los nudos sin monitorización de una red genérica. - El proceso de estimación de los huecos de tensión de la zona no monitorizada de la red se fundamenta en la aplicación del teorema de probabilidad condicional de Bayes. Es decir, en base a los datos observados (los registros de los nudos monitorizados), el PEHT+MP calcula de forma probabilística la severidad de los huecos de los nudos sin monitorización del sistema. Entre las partes claves del procedimiento propuesto se tienen los siguientes puntos: (i) la creación de una base de datos realista de huecos de tensión a través del Programa de Estimación de Huecos de Tensión (PEHT) propuesto en el capítulo anterior; y, (ii) el criterio de máxima verosimilitud empleado para estimar las medidas de huecos de los nudos sin monitorización de la red evaluada. - Las predicciones de medidas de huecos de tensión del PEHT+MP se ven potenciadas por la propiedad de correlación de los huecos de tensión en diversas zonas de un sistema eléctrico. Esta característica intrínseca de las redes eléctricas limita de forma significativa la respuesta de las zonas fuertemente correlacionadas del sistema ante un eventual hueco de tensión. Como el PEHT+MP está basado en principios probabilísticos, la reducción del rango de las posibles medidas de huecos se ve reflejado en una mejor predicción de las medidas de huecos de la zona no monitorizada. - Con los datos de un conjunto de medidores relativamente pequeño del sistema, es posible obtener estimaciones precisas (error nulo) de la severidad de los huecos de la zona sin monitorizar en las tres redes estudiadas. - El PEHT+MP se puede aplicar a diversos tipos de indicadores de severidad de los huecos de tensión, como es el caso de los índices: SARFI-X, SARFI-Curve, SEI, etc. D. Localización óptima de medidores de huecos de tensión: Se plantean dos métodos para ubicar de forma estratégica al sistema de monitorización de huecos en una red genérica. La primera propuesta, que es una evolución metodológica de la localización óptima de medidores de huecos basada en el criterio de observabilidad (LOM+OBS); y, como segunda propuesta, un método que determina la localización de los medidores de huecos según el criterio del área de correlación (LOM+COR). Cada método de localización óptima de medidores propuesto tiene un objetivo concreto. En el caso del LOM+OBS, la finalidad del método es determinar el conjunto óptimo de medidores que permita registrar todos los fallos que originen huecos de tensión en la red. Por otro lado, en el método LOM+COR se persigue definir un sistema óptimo de medidores que, mediante la aplicación del PEHT+MP (implementado en el capítulo anterior), sea posible estimar de forma precisa las medidas de huecos de tensión de todo el sistema evaluado. A partir del desarrollo de los casos de estudio de los citados métodos de localización óptima de medidores en las tres redes planteadas, se describen a continuación las observaciones más relevantes: - Como la generación de pseudo-medidas de huecos de tensión de los métodos de localización óptima de medidores (LOM+OBS y LOM+COR) se obtienen mediante la aplicación del algoritmo PEHT, la formulación del criterio de optimización se realiza en base a una pseudo-monitorización realista, la cual considera la naturaleza aleatoria de los huecos de tensión a través de las cinco variables estocásticas modeladas en el PEHT. Esta característica de la base de datos de pseudo-medidas de huecos de los métodos LOM+OBS y LOM+COR brinda una mayor fiabilidad del conjunto óptimo de medidores calculado respecto a otros métodos similares en la bibliografía. - El conjunto óptimo de medidores se determina según la necesidad del operador de la red. Esto es, si el objetivo es registrar todos los fallos que originen huecos de tensión en el sistema, se emplea el criterio de observabilidad en la localización óptima de medidores de huecos. Por otra parte, si se plantea definir un sistema de monitorización que permita establecer la severidad de los huecos de tensión de todo el sistema en base a los datos de un conjunto reducido de medidores de huecos, el criterio de correlación resultaría el adecuado. De forma específica, en el caso del método LOM+OBS, basado en el criterio de observabilidad, se evidenciaron las siguientes propiedades en los casos de estudio realizados: - Al aumentar el tamaño de la red, se observa la tendencia de disminuir el porcentaje de nudos monitorizados de dicho sistema. Por ejemplo, para monitorizar los fallos que originan huecos en la red IEEE-24, se requiere monitorizar el 100\% de los nudos del sistema. En el caso de las redes IEEE-118 y EC-357, el método LOM+OBS determina que con la monitorización de un 89.5% y 65.3% del sistema, respectivamente, se cumpliría con el criterio de observabilidad del método. - El método LOM+OBS permite calcular la probabilidad de utilización del conjunto óptimo de medidores a largo plazo, estableciendo así un criterio de la relevancia que tiene cada medidor considerado como óptimo en la red. Con ello, se puede determinar el nivel de precisión u observabilidad (100%, 95%, etc.) con el cual se detectarían los fallos que generan huecos en la red estudiada. Esto es, al aumentar el nivel de precisión de detección de los fallos que originan huecos, se espera que aumente el número de medidores requeridos en el conjunto óptimo de medidores calculado. - El método LOM+OBS se evidencia como una técnica aplicable a todo tipo de sistema eléctrico (radial o mallado), el cual garantiza la detección de los fallos que originan huecos de tensión en un sistema según el nivel de observabilidad planteado. En el caso del método de localización óptima de medidores basado en el criterio del área de correlación (LOM+COR), las diversas pruebas realizadas evidenciaron las siguientes conclusiones: - El procedimiento del método LOM+COR combina los métodos de estimación de huecos de tensión de capítulos anteriores (PEHT y PEHT+MP) con técnicas de optimización lineal para definir la localización óptima de los medidores de huecos de tensión de una red. Esto es, se emplea el PEHT para generar los pseudo-registros de huecos de tensión, y, en base al criterio planteado de optimización (área de correlación), el LOM+COR formula y calcula analíticamente el conjunto óptimo de medidores de la red a largo plazo. A partir de la información registrada por este conjunto óptimo de medidores de huecos, se garantizaría una predicción precisa de la severidad de los huecos de tensión de todos los nudos del sistema con el PEHT+MP. - El método LOM+COR requiere un porcentaje relativamente reducido de nudos del sistema para cumplir con las condiciones de optimización establecidas en el criterio del área de correlación. Por ejemplo, en el caso del número total de huecos (SARFI-90) de las redes IEEE-24, IEEE-118 y EC-357, se calculó un conjunto óptimo de 9, 12 y 17 medidores de huecos, respectivamente. Es decir, solamente se requeriría monitorizar el 38\%, 10\% y 5\% de los sistemas indicados para supervisar los eventos SARFI-90 en toda la red. - El método LOM+COR se muestra como un procedimiento de optimización versátil, el cual permite reducir la dimensión del sistema de monitorización de huecos de redes eléctricas tanto radiales como malladas. Por sus características, este método de localización óptima permite emular una monitorización integral del sistema a través de los registros de un conjunto pequeño de monitores. Por ello, este nuevo método de optimización de medidores sería aplicable a operadores de redes que busquen disminuir los costes de instalación y operación del sistema de monitorización de los huecos de tensión. ABSTRACT I. GENERALITIES 1.1. Introduction Among the various types of electrical disturbances, voltage sags are considered the most common quality problem in power systems. This phenomenon is caused by an extreme increase of the current in the network, primarily caused by short-circuits or inadequate maneuvers in the system. This type of electrical disturbance is basically characterized by two parameters: residual voltage and duration. Typically, voltage sags occur when the residual voltage, in some phases, reaches a value between 0.01 to 0.9 pu and lasts up to 60 seconds. To an end user, the most important effect of a voltage sags is the interruption or alteration of their equipment operation, with electronic devices the most affected (e.g. computer, drive controller, PLC, relay, etc.). Due to the technology boom of recent decades and the constant search for automating production processes, the use of electronic components is essential today. This fact makes the effects of voltage sags more noticeable to the end user, causing the level of demand for a quality energy supply to be increased. In general, the study of voltage sags is usually approached from one of two aspects: the load or the network. From the point of view of the load, it is necessary to know the sensitivity characteristics of the equipment to model their response to sudden changes in power supply voltage. From the perspective of the network, the goal is to estimate or obtain adequate information to characterize the network behavior in terms of voltage sags. In this thesis, the work presented fits into the second aspect; that is, in the modeling and estimation of the response of a power system to voltage sag events. 1.2. Problem Statement Although voltage sags are the most frequent quality supply problem in electrical networks, thistype of disturbance remains complex and challenging to analyze properly. Among the most common reasons for this difficulty are: - The sag monitoring time, because it can take up to several years to get a statistically valid sample. - The limitation of funds for the acquisition and installation of sag monitoring equipment. - The high operating costs involved in the analysis of the voltage sag data from the installed monitors. - The restrictions that electrical companies have with the registered power quality data. That is, given the lack of data to further voltage sag analysis, it is of interest to electrical utilities and researchers to create reliable methods to deepen the study, estimation and monitoring of this electromagnetic phenomenon. Voltage sags, being mainly caused by random events such as short-circuits, are the result of various exogenous variables such as: (i) the number of faults of a system element, (ii) the impedance of the contact material, (iii) the fault type, (iv) the fault location, (v) the duration of the event, etc. That is, to properly raise any theoretical model of voltage sags, it is necessary to represent the combined uncertainty of variables to provide realistic methods that are reliable for users. 1.3. Objective This Thesis has been aimed at developing various stochastic methods for the study, estimation and monitoring of voltage sags in electrical power systems. Specifically, it has deepened the research in the following areas: - This research furthers knowledge in the realistic modeling of the variables that influence sag characterization. This thesis proposes a method to credibly represent the quantification and randomness of the sags in time by using parametric probability distributions. From this, a software tool was created to estimate the severity of voltage sags in a generic power system. - This research also analyzes the influence of the input variables in the estimation of voltage sags. In this case, the study has focused on the variables of greatest divergence in their characterization of the existing proposals. - A method was developed to estimate the number of voltage sags of an area without monitoring through the information of a limited set of sag monitors in an electrical system. To this end, the principles of Bayesian statistics are applied, estimating the number of sags most likely to happen in a system busbar based in records of other sag network busbars. - A strategy was developed to optimize the monitorization of voltage sags on a power system. Its purpose is to ensure the monitoring of the system through a number of monitors lower than the number of busbars of the network assessed. II. THESIS STRUCTURE To describe in detail the aforementioned proposals, this Thesis has been structured into six chapters. Below is are brief descriptions of them: As an introductory chapter, Chapter 1, provides a description of the approach and structure of this thesis. It presents a wide view of the problem to be treated, in addition to the description of the scope of each chapter. In Chapter 2, a brief description of the fundamental and general concepts of voltage sags is presented to provide to the reader a better understanding of the terms and indicators used in the severity analysis of voltage sags in power networks. Also, by way of background, a summary of the main features of existing techniques or methods used in the prediction and optimal monitoring of voltage sags is also presented. Chapter 3 essentially seeks to know the importance of the variables that determine the frequency or severity of voltage sags. To do this, a tool to estimate voltage sags is implemented that, through a predetermined set of experiments using the technique called Design of Experiments, discusses the importance of the parameters of the input variables of the model. Its analysis is interpreted by using the technique of analysis of variance (ANOVA), which provides mathematical rigor to establish whether the characterization of a particular variable affects the system response in terms of voltage sags or not. In Chapter 4, a methodology to predict the severity of voltage sags of an entire system through the sag logs of a reduced set of monitored busbars is proposed. For this, the Bayes conditional probability theorem is used, which calculates the most likely sag severity of the entire system from the information provided by the installed monitors. Also, in this chapter an important property of voltage sags is revealed, as is the correlation of the voltage sags events in several zones of a power system. In Chapter 5, two methods of optimal location of voltage sag monitors are developed. The first one is a methodological development of the observability criteria; it contributes to the realism of the sag pseudo-monitoring with which the optimal set of sag monitors is calculated and, therefore, to the reliability of the proposed method. As an alternative proposal, the correlation property of the sag events of a network is used to raise a method that establishes the sag severity of the entire system from a partial monitoring of the network. Finally, in Chapter 6, a brief description of the main contributions of the studies in this Thesis is detailed. Additionally, various themes to be developed in future works are described. III. RESULTS. Based on tests on the three networks presented, two IEEE test networks of 24 and 118 busbars (IEEE-24 and IEEE-118) and the electrical system of the Republic of Ecuador (EC-357), the following points present the most important observations: A. Estimation of voltage sags in the absence of measures: A stochastic estimation method of voltage sags, called PEHT, is implemented to represent with greater realism the long-term simulation of voltage sags events in a system. This first proposal of this thesis is considered a key step for the development of future methods of this work, as it emulates in a reliable manner the voltage sag long-term records in a generic network. Among the main innovations of this voltage sag estimation method are the following: - Consideration of the combined effect of five random input variables to simulate the events of voltage sags in long-term monitoring is included. The input variables modeled in the characterization of voltage sags on the PEHT are as follows: (i) fault coefficient, (ii) fault impedance, (iii) type of fault, (iv) location of the fault, and (v) fault duration. - Also included is the stochastic modeling of the input variables of fault impedance and duration in the characterization of the events of voltage sags. For the parameterization of these variables, a detailed study of the real behavior in power systems is developed. Also, the statistical function best suited to the random nature of each variable is defined. - Consideration of sag severity indicators used in standards as PEHT output variables, including such as indices as SARFI-X, SARFI-Curve, etc. B. Sensitivity analysis of voltage sags: A cause-effect study (sensitivity analysis) of the input variables of greatest divergence between reference parameterization related to the estimation of voltage sags in electrical networks is presented. Specifically, it delves into the study of the influence of the parameterization of the variables fault coefficient and fault impedance in the voltage sag estimation. Below is a summary of the most notable observations: - The accuracy of the input variable fault coefficient is shown as a non-influential parameter in the long-term estimation of the number of voltage sags (SARFI-90 and SARFI-70). That is, it does not require a high accuracy of the fault rate data of system elements for a proper voltage sag estimation. - The parameterization of the variable fault impedance is shown to be a very sensitive factor in the estimation of the voltage sag severity. For example, by increasing the average value of this random variable, the reported sag severity in the network significantly decreases. Moreover, in assessing the standard deviation of the fault impedance parameter, a direct relationship of this parameter with the voltage sag severity of the network is observed. That is, by increasing the fault impedance standard deviation, an increase of the average and the interannual variation of the SARFI-90 and SARFI-70 events is evidenced. - Based on the sensitivity analysis developed in the variable fault impedance, the omission of this variable in the voltage sag estimation would significantly call into question the reliability of the responses obtained. C. Voltage sag estimation from the information of a network partially monitored: A method that uses the voltage sag records of a partially monitored network for the sag estimation of all the power system is developed. From the case studies performed, it is observed that the method implemented (PEHT+MP) has the following characteristics: - The methodology proposed in the PEHT+MP combines the classical short-circuit theory with several statistical techniques to estimate, from data the of the installed sag meters, the sag measurements of unmonitored busbars of a generic power network. - The estimation process of voltage sags of the unmonitored zone of the network is based on the application of the conditional probability theorem of Bayes. That is, based on the observed data (monitored busbars records), the PEHT+MP calculates probabilistically the sag severity at unmonitored system busbars. Among the key parts of the proposed procedure are the following: (i) the creation of a realistic data base of voltage sags through of the sag estimation program (PEHT); and, (ii) the maximum likelihood criterion used to estimate the sag indices of system busbars without monitoring. - The voltage sag measurement estimations of PEHT+MP are potentiated by the correlation property of the sag events in power systems. This inherent characteristic of networks significantly limits the response of strongly correlated system zones to a possible voltage sag. As the PEHT+MP is based on probabilistic principles, a reduction of the range of possible sag measurements is reflected in a better sag estimation of the unmonitored area of the power system. - From the data of a set of monitors representing a relatively small portion of the system, to obtain accurate estimations (null error) of the sag severity zones without monitoring is feasible in the three networks studied. - The PEHT+MP can be applied to several types of sag indices, such as: SARFI-X, SARFI-Curve, SEI, etc. D. Optimal location of voltage sag monitors in power systems: Two methods for strategically locating the sag monitoring system are implemented for a generic network. The first proposal is a methodological development of the optimal location of sag monitors based on the observability criterion (LOM + OBS); the second proposal is a method that determines the sag monitor location according to the correlation area criterion (LOM+COR). Each proposed method of optimal location of sag monitors has a specific goal. In the case of LOM+OBS, the purpose of the method is to determine the optimal set of sag monitors to record all faults that originate voltage sags in the network. On the other hand, the LOM+COR method attempts to define the optimal location of sag monitors to estimate the sag indices in all the assessed network with the PEHT+MP application. From the development of the case studies of these methods of optimal location of sag monitors in the three networks raised, the most relevant observations are described below: - As the generation of voltage sag pseudo-measurements of the optimal location methods (LOM+OBS and LOM+COR) are obtained by applying the algorithm PEHT, the formulation of the optimization criterion is performed based on a realistic sag pseudo-monitoring, which considers the random nature of voltage sags through the five stochastic variables modeled in PEHT. This feature of the database of sag pseudo-measurements of the LOM+OBS and LOM+COR methods provides a greater reliability of the optimal set of monitors calculated when compared to similar methods in the bibliography. - The optimal set of sag monitors is determined by the network operator need. That is, if the goal is to record all faults that originate from voltage sags in the system, the observability criterion is used to determine the optimal location of sag monitors (LOM+OBS). Moreover, if the objective is to define a monitoring system that allows establishing the sag severity of the system from taken from information based on a limited set of sag monitors, the correlation area criterion would be appropriate (LOM+COR). Specifically, in the case of the LOM+OBS method (based on the observability criterion), the following properties were observed in the case studies: - By increasing the size of the network, there was observed a reduction in the percentage of monitored system busbars required. For example, to monitor all the faults which cause sags in the IEEE-24 network, then 100% of the system busbars are required for monitoring. In the case of the IEEE-118 and EC-357 networks, the method LOM+OBS determines that with monitoring 89.5 % and 65.3 % of the system, respectively, the observability criterion of the method would be fulfilled. - The LOM+OBS method calculates the probability of using the optimal set of sag monitors in the long term, establishing a relevance criterion of each sag monitor considered as optimal in the network. With this, the level of accuracy or observability (100%, 95%, etc.) can be determined, with which the faults that caused sags in the studied network are detected. That is, when the accuracy level for detecting faults that cause sags in the system is increased, a larger number of sag monitors is expected when calculating the optimal set of monitors. - The LOM + OBS method is demonstrated to be a technique applicable to any type of electrical system (radial or mesh), ensuring the detection of faults that cause voltage sags in a system according to the observability level raised. In the case of the optimal localization of sag monitors based on the criterion of correlation area (LOM+COR), several tests showed the following conclusions: - The procedure of LOM+COR method combines the implemented algorithms of voltage sag estimation (PEHT and PEHT+MP) with linear optimization techniques to define the optimal location of the sag monitors in a network. That is, the PEHT is used to generate the voltage sag pseudo-records, and, from the proposed optimization criterion (correlation area), the LOM+COR formulates and analytically calculates the optimal set of sag monitors of the network in the long term. From the information recorded by the optimal set of sag monitors, an accurate prediction of the voltage sag severity at all the busbars of the system is guaranteed with the PEHT+MP. - The LOM + COR method is shown to be a versatile optimization procedure, which reduces the size of the sag monitoring system both at radial as meshed grids. Due to its characteristics, this optimal location method allows emulation of complete system sag monitoring through the records of a small optimal set of sag monitors. Therefore, this new optimization method would be applicable to network operators that looks to reduce the installation and operation costs of the voltage sag monitoring system.

On the actions that one nerve cell can have on another: Distinguishing “drivers” from “modulators”

When one nerve cell acts on another, its postsynaptic effect can vary greatly. In sensory systems, inputs from “drivers” can be differentiated from those of “modulators.” The driver can be identified as the transmitter of receptive field properties; the modulator can be identified as altering the probability of certain aspects of that transmission. Where receptive fields are not available, the distinction is more difficult and currently is undefined. We use the visual pathways, particularly the thalamic geniculate relay for which much relevant evidence is available, to explore ways in which drivers can be distinguished from modulators. The extent to which the distinction may apply first to other parts of the thalamus and then, possibly, to other parts of the brain is considered. We suggest the following distinctions: Cross-correlograms from driver inputs have sharper peaks than those from modulators; there are likely to be few drivers but many modulators for any one cell; and drivers are likely to act only through ionotropic receptors having a fast postsynaptic effect whereas modulators also are likely to activate metabotropic receptors having a slow and prolonged postsynaptic effect.

Desynchronization of cells on the developmental path triggers the formation of spiral waves of cAMP during Dictyostelium aggregation

Whereas it is relatively easy to account for the formation of concentric (target) waves of cAMP in the course of Dictyostelium discoideum aggregation after starvation, the origin of spiral waves remains obscure. We investigate a physiologically plausible mechanism for the spontaneous formation of spiral waves of cAMP in D. discoideum. The scenario relies on the developmental path associated with the continuous changes in the activity of enzymes such as adenylate cyclase and phosphodiesterase observed during the hours that follow starvation. These changes bring the cells successively from a nonexcitable state to an excitable state in which they relay suprathreshold cAMP pulses, and then to autonomous oscillations of cAMP, before the system returns to an excitable state. By analyzing a model for cAMP signaling based on receptor desensitization, we show that the desynchronization of cells on this developmental path triggers the formation of fully developed spirals of cAMP. Developmental paths that do not correspond to the sequence of dynamic transitions no relay-relay-oscillations-relay are less able or fail to give rise to the formation of spirals.

Nucleus reticularis neurons mediate diverse inhibitory effects in thalamus

Detailed information regarding the contribution of individual γ-aminobutyric acid (GABA)-containing inhibitory neurons to the overall synaptic activity of single postsynaptic cells is essential to our understanding of fundamental elements of synaptic integration and operation of neuronal circuits. For example, GABA-containing cells in the thalamic reticular nucleus (nRt) provide major inhibitory innervation of thalamic relay nuclei that is critical to thalamocortical rhythm generation. To investigate the contribution of individual nRt neurons to the strength of this internuclear inhibition, we obtained whole-cell recordings of unitary inhibitory postsynaptic currents (IPSCs) evoked in ventrobasal thalamocortical (VB) neurons by stimulation of single nRt cells in rat thalamic slices, in conjunction with intracellular biocytin labeling. Two types of monosynaptic IPSCs could be distinguished. “Weak” inhibitory connections were characterized by a significant number of postsynaptic failures in response to presynaptic nRt action potentials and relatively small IPSCs. In contrast, “strong” inhibition was characterized by the absence of postsynaptic failures and significantly larger unitary IPSCs. By using miniature IPSC amplitudes to infer quantal size, we estimated that unitary IPSCs associated with weak inhibition resulted from activation of 1–3 release sites, whereas stronger inhibition would require simultaneous activation of 5–70 release sites. The inhibitory strengths were positively correlated with the density of axonal swellings of the presynaptic nRt neurons, an indicator that characterizes different nRt axonal arborization patterns. These results demonstrate that there is a heterogeneity of inhibitory interactions between nRt and VB neurons, and that variations in gross morphological features of axonal arbors in the central nervous system can be associated with significant differences in postsynaptic response characteristics.

Decoding temporally encoded sensory input by cortical oscillations and thalamic phase comparators

The temporally encoded information obtained by vibrissal touch could be decoded “passively,” involving only input-driven elements, or “actively,” utilizing intrinsically driven oscillators. A previous study suggested that the trigeminal somatosensory system of rats does not obey the bottom-up order of activation predicted by passive decoding. Thus, we have tested whether this system obeys the predictions of active decoding. We have studied cortical single units in the somatosensory cortices of anesthetized rats and guinea pigs and found that about a quarter of them exhibit clear spontaneous oscillations, many of them around whisking frequencies (≈10 Hz). The frequencies of these oscillations could be controlled locally by glutamate. These oscillations could be forced to track the frequency of induced rhythmic whisker movements at a stable, frequency-dependent, phase difference. During these stimulations, the response intensities of multiunits at the thalamic recipient layers of the cortex decreased, and their latencies increased, with increasing input frequency. These observations are consistent with thalamocortical loops implementing phase-locked loops, circuits that are most efficient in decoding temporally encoded information like that obtained by active vibrissal touch. According to this model, and consistent with our results, populations of thalamic “relay” neurons function as phase “comparators” that compare cortical timing expectations with the actual input timing and represent the difference by their population output rate.

γ-Aminobutyric acid type B receptor-dependent burst-firing in thalamic neurons: A dynamic clamp study

Synchronized network responses in thalamus depend on phasic inhibition originating in the thalamic reticular nucleus (nRt) and are mediated by the neurotransmitter γ-aminobutyric acid (GABA). A suggested role for intra-nRt connectivity in inhibitory phasing remains controversial. Recently, functional GABA type B (GABAB) receptors were demonstrated on nRt cells, and the slow time course of the GABAB synaptic response seems ideally suited to deinactivate low-threshold calcium channels. This promotes burst firing, a characteristic feature of synchronized responses. Here we investigate GABAB-mediated rebound burst firing in thalamic cells. Whole-cell current-clamp recordings were obtained from nRt cells and somatosensory thalamocortical relay cells in rat brain slices. Synthetic GABAB inhibitory postsynaptic potentials, generated by a hybrid computer–neuron synapse (dynamic clamp), triggered rebound low-threshold calcium spikes in both cell types when peak inhibitory postsynaptic potential hyperpolarization was greater than −92 mV. The threshold inhibitory postsynaptic potential conductance for rebound burst generation was comparable in nRt (7 nS) and thalamocortical (5 nS) cells. However, burst onset in nRt (1 s) was considerably delayed compared with thalamocortical (0.6 s) cells. Thus, GABAB inhibitory postsynaptic potentials can elicit low-threshold calcium spikes in both relay and nRt neurons, but the resultant oscillation frequency would be faster for thalamocortical–nRt networks (3 Hz) than for nRt–nRt networks (1–2 Hz). We conclude, therefore, that fast (>2 Hz) GABAB-dependent thalamic oscillations are maintained primarily by reciprocal connections between excitatory and inhibitory cells. These findings further indicate that when oscillatory neural networks contain both recurrent and reciprocal inhibition, then distinct population frequencies may result when one or the other type of inhibition is favored.

An alternative pathway for rod signals in the rodent retina: Rod photoreceptors, cone bipolar cells, and the localization of glutamate receptors

In the mammalian retina, extensive processing of spatiotemporal and chromatic information occurs. One key principle in signal transfer through the retina is parallel processing. Two of these parallel pathways are the ON- and OFF-channels transmitting light and dark signals. This dual system is created in the outer plexiform layer, the first relay station in retinal signal transfer. Photoreceptors release glutamate onto ON- and OFF-type bipolar cells, which are functionally distinguished by their postsynaptic expression of different types of glutamate receptors, namely ionotropic and metabotropic glutamate receptors. In the current concept, rod photoreceptors connect only to rod bipolar cells (ON-type) and cone photoreceptors connect only to cone bipolar cells (ON- and OFF-type). We have studied the distribution of (RS)-α-amino-3-hydroxy-5-methyl-4-isoxazolepropionic acid (AMPA) glutamate receptor subunits at the synapses in the outer plexiform layer of the rodent retina by immunoelectron microscopy and serial section reconstruction. We report a non-classical synaptic contact and an alternative pathway for rod signals in the retina. Rod photoreceptors made synaptic contact with putative OFF-cone bipolar cells that expressed the AMPA glutamate receptor subunits GluR1 and GluR2 on their dendrites. Thus, in the retina of mouse and rat, an alternative pathway for rod signals exists, where rod photoreceptors bypass the rod bipolar cell and directly excite OFF-cone bipolar cells through an ionotropic sign-conserving AMPA glutamate receptor.

Homeobox gene Prx3 expression in rodent brain and extraneural tissues

Different cDNA clones encoding a rat homeobox gene and the mouse homologue OG-12 were cloned from adult rat brain and mouse embryo mRNA, respectively. The predicted amino acid sequences of the proteins belong to the paired-related subfamily of homeodomain proteins (Prx homeodomains). Hence, the gene was named Prx3 and the mouse and rat genes are indicated as mPrx3 and rPrx3, respectively. In the mouse as well as in the rat, the predicted Prx3 proteins share the homeodomain but have three different N termini, a 12-aa residue variation in the C terminus, and contain a 14-aa residue motif common to a subset of homeodomain proteins, termed the “aristaless domain.” Genetic mapping of Prx3 in the mouse placed this gene on chromosome 3. In situ hybridization on whole mount 12.5-day-old mouse embryos and sections of rat embryos at 14.5 and 16.5 days postcoitum revealed marked neural expression in discrete regions in the lateral and medial geniculate complex, superior and inferior colliculus, the superficial gray layer of the superior colliculus, pontine reticular formation, and inferior olive. In rat and mouse embryos, nonneuronal structures around the oral cavity and in hip and shoulder regions also expressed the Prx3 gene. In the adult rat brain, Prx3 gene expression was restricted to thalamic, tectal, and brainstem structures that include relay nuclei of the visual and auditory systems as well as other ascending systems conveying somatosensory information. Prx3 may have a role in specifying neural systems involved in processing somatosensory information, as well as in face and body structure formation.

A multimeric complex and the nuclear targeting of the Drosophila Rel protein Dorsal

The intracellular part of the Rel signal transduction pathway in Drosophila is encoded by Toll, tube, pelle, dorsal, and cactus, and it functions to form the dorsal–ventral axis in the Drosophila embryo. Upon activation of the transmembrane receptor Toll, Dorsal dissociates from its cytoplasmic inhibitor Cactus and enters the nucleus. Tube and Pelle are required to relay the signal from Toll to the Dorsal–Cactus complex. In a yeast two-hybrid assay, we found that both Tube and Pelle interact with Dorsal. We confirmed these interactions in an in vitro binding assay. Tube interacts with Dorsal via its C-terminal domain, whereas full-length Pelle is required for Dorsal binding. Tube and Pelle bind Dorsal in the N-terminal domain 1 of the Dorsal Rel homology region rather than at the Cactus binding site. Domain 1 has been found to be necessary for Dorsal nuclear targeting. Genetic experiments indicate that Tube–Dorsal interaction is necessary for normal signal transduction. We propose a model in which Tube, Pelle, Cactus, and Dorsal form a multimeric complex that represents an essential aspect of signal transduction.

Plasma Membrane Localization of Gαz Requires Two Signals

Three covalent attachments anchor heterotrimeric G proteins to cellular membranes: the α subunits are myristoylated and/or palmitoylated, whereas the γ chain is prenylated. Despite the essential role of these modifications in membrane attachment, it is not clear how they cooperate to specify G protein localization at the plasma membrane, where the G protein relays signals from cell surface receptors to intracellular effector molecules. To explore this question, we studied the effects of mutations that prevent myristoylation and/or palmitoylation of an epitope-labeled α subunit, αz. Wild-type αz (αz-WT) localizes specifically at the plasma membrane. A mutant that incorporates only myristate is mistargeted to intracellular membranes, in addition to the plasma membrane, but transduces hormonal signals as well as does αz-WT. Removal of the myristoylation site produced a mutant αz that is located in the cytosol, is not efficiently palmitoylated, and does not relay the hormonal signal. Coexpression of βγ with this myristoylation defective mutant transfers it to the plasma membrane, promotes its palmitoylation, and enables it to transmit hormonal signals. Pulse-chase experiments show that the palmitate attached to this myristoylation-defective mutant turns over much more rapidly than does palmitate on αz-WT, and that the rate of turnover is further accelerated by receptor activation. In contrast, receptor activation does not increase the slow rate of palmitate turnover on αz-WT. Together these results suggest that myristate and βγ promote stable association with membranes not only by providing hydrophobicity, but also by stabilizing attachment of palmitate. Moreover, palmitoylation confers on αz specific localization at the plasma membrane.

Identification of Darlin, a Dictyostelium Protein with Armadillo-like Repeats that Binds to Small GTPases and Is Important for the Proper Aggregation of Developing Cells

We purified from Dictyostelium lysates an 88-kDa protein that bound to a subset of small GTPases, including racE, racC, cdc42Hs, and TC4ran, but did not bind to R-ras or rabB. Cloning of the gene encoding this 88-kDa protein revealed that it contained multiple armadillo-like repeats most closely related to the mammalian GTP exchange factor smgGDS. We named this protein darlin (Dictyostelium armadillo-like protein). Disruption of the gene encoding darlin demonstrated that this protein is not essential for cytokinesis, pinocytosis, phagocytosis, or development. However, the ability of darlin null cells to aggregate in response to starvation is severely affected. When starved under liquid medium, the mutant cells were unable to form aggregation centers and streams, possibly because of a defect in cAMP relay signaling. This defect was not due to an inability of the darlin mutants to activate adenylate cyclase in response to G protein stimulation. These results suggest that the darlin protein is involved in a signaling pathway that may modulate the chemotactic response during early development.

Peroxide Sensors for the Fission Yeast Stress-activated Mitogen-activated Protein Kinase Pathway

The Schizosaccharomyces pombe stress-activated Sty1p/Spc1p mitogen-activated protein (MAP) kinase regulates gene expression through the Atf1p and Pap1p transcription factors, homologs of human ATF2 and c-Jun, respectively. Mcs4p, a response regulator protein, acts upstream of Sty1p by binding the Wak1p/Wis4p MAP kinase kinase kinase. We show that phosphorylation of Mcs4p on a conserved aspartic acid residue is required for activation of Sty1p only in response to peroxide stress. Mcs4p acts in a conserved phospho-relay system initiated by two PAS/PAC domain-containing histidine kinases, Mak2p and Mak3p. In the absence of Mak2p or Mak3p, Sty1p fails to phosphorylate the Atf1p transcription factor or induce Atf1p-dependent gene expression. As a consequence, cells lacking Mak2p and Mak3p are sensitive to peroxide attack in the absence of Prr1p, a distinct response regulator protein that functions in association with Pap1p. The Mak1p histidine kinase, which also contains PAS/PAC repeats, does not regulate Sty1p or Atf1p but is partially required for Pap1p- and Prr1p-dependent transcription. We conclude that the transcriptional response to free radical attack is initiated by at least two distinct phospho-relay pathways in fission yeast.

Differences in quantal amplitude reflect GluR4- subunit number at corticothalamic synapses on two populations of thalamic neurons

Low-frequency thalamocortical oscillations that underlie drowsiness and slow-wave sleep depend on rhythmic inhibition of relay cells by neurons in the reticular nucleus (RTN) under the influence of corticothalamic fibers that branch to innervate RTN neurons and relay neurons. To generate oscillations, input to RTN predictably should be stronger so disynaptic inhibition of relay cells overcomes direct corticothalamic excitation. Amplitudes of excitatory postsynaptic conductances (EPSCs) evoked in RTN neurons by minimal stimulation of corticothalamic fibers were 2.4 times larger than in relay neurons, and quantal size of RTN EPSCs was 2.6 times greater. GluR4-receptor subunits labeled at corticothalamic synapses on RTN neurons outnumbered those on relay cells by 3.7 times, providing a basis for differences in synaptic strength.

A dendrodendritic reciprocal synapse provides a recurrent excitatory connection in the olfactory bulb

Neuronal synchronization in the olfactory bulb has been proposed to arise from a diffuse action of glutamate released from mitral cells (MC, olfactory bulb relay neurons). According to this hypothesis, glutamate spills over from dendrodendritic synapses formed between MC and granule cells (GC, olfactory bulb interneurons) to activate neighboring MC. The excitation of MC is balanced by a strong inhibition from GC. Here we show that MC excitation is caused by glutamate released from bulbar interneurons located in the GC layer. These reciprocal synapses depend on an unusual, 2-amino-5-phosphonovaleric acid-resistant, N-methyl-d-aspartate receptor. This type of feedback excitation onto relay neurons may strengthen the original sensory input signal and further extend the function of the dendritic microcircuit within the main olfactory bulb.

Folliculostellate cell network: A route for long-distance communication in the anterior pituitary

All higher life forms critically depend on hormones being rhythmically released by the anterior pituitary. The proper functioning of this master gland is dynamically controlled by a complex set of regulatory mechanisms that ultimately determine the fine tuning of the excitable endocrine cells, all of them heterogeneously distributed throughout the gland. Here, we provide evidence for an intrapituitary communication system by which information is transferred via the network of nonendocrine folliculostellate (FS) cells. Local electrical stimulation of FS cells in acute pituitary slices triggered cytosolic calcium waves, which propagated to other FS cells by signaling through gap junctions. Calcium wave initiation was because of the membrane excitability of FS cells, hitherto classified as silent cells. FS cell coupling could relay information between opposite regions of the gland. Because FS cells respond to central and peripheral stimuli and dialogue with endocrine cells, the form of large-scale intrapituitary communication described here may provide an efficient mechanism that orchestrates anterior pituitary functioning in response to physiological needs.