TPL-007-4 – Transmission System Planned Performance for Geomagnetic Disturbance Events

Purpose
Establish requirements for Transmission system planned performance during geomagnetic disturbance (GMD) events.

Applicability

4.1. Functional Entities:

4.1.1. Planning Coordinator with a planning area that includes a Facility or Facilities specified in 4.2;
4.1.2. Transmission Planner with a planning area that includes a Facility or Facilities specified in 4.2;
4.1.3. Transmission Owner who owns a Facility or Facilities specified in 4.2; and
4.1.4. Generator Owner who owns a Facility or Facilities specified in 4.2.

4.2. Facilities:

4.2.1. Facilities that include power transformer(s) with a high side, wyegrounded winding with terminal voltage greater than 200 kV.

Effective Date
See Implementation Plan for TPL-007-4

Background
During a GMD event, geomagnetically-induced currents (GIC) may cause transformer hot-spot heating or damage, loss of Reactive Power sources, increased Reactive Power demand, and Misoperation(s), the combination of which may result in voltage collapse and blackout.

Requirements and Measures

R1. Each Planning Coordinator, in conjunction with its Transmission Planner(s), shall identify the individual and joint responsibilities of the Planning Coordinator and Transmission Planner(s) in the Planning Coordinator’s planning area for maintaining models, performing the study or studies needed to complete benchmark and supplemental GMD Vulnerability Assessments, and implementing process(es) to obtain GMD measurement data as specified in this standard. [Violation Risk Factor: Lower] [Time Horizon: Long-term Planning]

M1. Each Planning Coordinator, in conjunction with its Transmission Planners, shall provide documentation on roles and responsibilities, such as meeting minutes, agreements, copies of procedures or protocols in effect between entities or between departments of a vertically integrated system, or email correspondence that identifies an agreement has been reached on individual and joint responsibilities for maintaining models, performing the study or studies needed to complete benchmark and supplemental GMD Vulnerability Assessments, and implementing process(es) to obtain GMD measurement data in accordance with Requirement R1

R2. Each responsible entity, as determined in Requirement R1, shall maintain System models and GIC System models of the responsible entity’s planning area for performing the study or studies needed to complete benchmark and supplemental GMD Vulnerability Assessments. [Violation Risk Factor: High] [Time Horizon: Longterm Planning]

M2. Each responsible entity, as determined in Requirement R1, shall have evidence in either electronic or hard copy format that it is maintaining System models and GIC System models of the responsible entity’s planning area for performing the study or studies needed to complete benchmark and supplemental GMD Vulnerability Assessments

R3. Each responsible entity, as determined in Requirement R1, shall have criteria for acceptable System steady state voltage performance for its System during the GMD events described in Attachment 1. [Violation Risk Factor: Medium] [Time Horizon: Long-term Planning]

M3. Each responsible entity, as determined in Requirement R1, shall have evidence, such as electronic or hard copies of the criteria for acceptable System steady state voltage performance for its System in accordance with Requirement R3.

Benchmark GMD Vulnerability Assessment(s)

R4. Each responsible entity, as determined in Requirement R1, shall complete a benchmark GMD Vulnerability Assessment of the Near-Term Transmission Planning Horizon at least once every 60 calendar months. This benchmark GMD Vulnerability Assessment shall use a study or studies based on models identified in Requirement R2, document assumptions, and document summarized results of the steady state analysis. [Violation Risk Factor: High] [Time Horizon: Long-term Planning]

4.1. The study or studies shall include the following conditions:

4.1.1. System On-Peak Load for at least one year within the Near-Term Transmission Planning Horizon; and
4.1.2. System Off-Peak Load for at least one year within the Near-Term Transmission Planning Horizon.

4.2. The study or studies shall be conducted based on the benchmark GMD event described in Attachment 1 to determine whether the System meets the performance requirements for the steady state planning benchmark GMD event contained in Table 1.
4.3. The benchmark GMD Vulnerability Assessment shall be provided: (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinators, and adjacent Transmission Planners within 90 calendar days of completion, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of completion of the benchmark GMD Vulnerability Assessment, whichever is later.

4.3.1. If a recipient of the benchmark GMD Vulnerability Assessment provides documented comments on the results, the responsible entity shall provide a documented response to that recipient within 90 calendar days of receipt of those comments.

M4. Each responsible entity, as determined in Requirement R1, shall have dated evidence such as electronic or hard copies of its benchmark GMD Vulnerability Assessment meeting all of the requirements in Requirement R4. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has distributed its benchmark GMD Vulnerability Assessment: (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinators, and adjacent Transmission Planners within 90 calendar days of completion, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of completion of the benchmark GMD Vulnerability Assessment, whichever is later, as specified in Requirement R4. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email notices or postal receipts showing recipient and date, that it has provided a documented response to comments received on its benchmark GMD Vulnerability Assessment within 90 calendar days of receipt of those comments in accordance with Requirement R4.

R5. Each responsible entity, as determined in Requirement R1, shall provide GIC flow information to be used for the benchmark thermal impact assessment of transformers specified in Requirement R6 to each Transmission Owner and Generator Owner that owns an applicable Bulk Electric System (BES) power transformer in the planning area. The GIC flow information shall include: [Violation Risk Factor: Medium] [Time Horizon: Long-term Planning]

5.1. The maximum effective GIC value for the worst case geoelectric field orientation for the benchmark GMD event described in Attachment 1. This value shall be provided to the Transmission Owner or Generator Owner that owns each applicable BES power transformer in the planning area.
5.2. The effective GIC time series, GIC(t), calculated using the benchmark GMD event described in Attachment 1 in response to a written request from the Transmission Owner or Generator Owner that owns an applicable BES power transformer in the planning area. GIC(t) shall be provided within 90 calendar days of receipt of the written request and after determination of the maximum effective GIC value in Part 5.1.

M5. Each responsible entity, as determined in Requirement R1, shall provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has provided the maximum effective GIC values to the Transmission Owner and Generator Owner that owns each applicable BES power transformer in the planning area as specified in Requirement R5, Part 5.1. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has provided GIC(t) in response to a written request from the Transmission Owner or Generator Owner that owns an applicable BES power transformer in the planning area.

R6. Each Transmission Owner and Generator Owner shall conduct a benchmark thermal impact assessment for its solely and jointly owned applicable BES power transformers where the maximum effective GIC value provided in Requirement R5, Part 5.1, is 75 A per phase or greater. The benchmark thermal impact assessment shall: [Violation Risk Factor: Medium] [Time Horizon: Long-term Planning]

6.1. Be based on the effective GIC flow information provided in Requirement R5;
6.2. Document assumptions used in the analysis;
6.3. Describe suggested actions and supporting analysis to mitigate the impact of GICs, if any; and
6.4. Be performed and provided to the responsible entities, as determined in Requirement R1, within 24 calendar months of receiving GIC flow information specified in Requirement R5, Part 5.1.

M6. Each Transmission Owner and Generator Owner shall have evidence such as electronic or hard copies of its benchmark thermal impact assessment for all of its solely and jointly owned applicable BES power transformers where the maximum effective GIC value provided in Requirement R5, Part 5.1, is 75 A per phase or greater, and shall have evidence such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has provided its thermal impact assessment to the responsible entities as specified in Requirement R6.

R7. Each responsible entity, as determined in Requirement R1, that concludes through the benchmark GMD Vulnerability Assessment conducted in Requirement R4 that their System does not meet the performance requirements for the steady state planning benchmark GMD event contained in Table 1, shall develop a Corrective Action Plan (CAP) addressing how the performance requirements will be met. The CAP shall: [Violation Risk Factor: High] [Time Horizon: Long-term Planning]

7.1. List System deficiencies and the associated actions needed to achieve required System performance. Examples of such actions include:
• Installation, modification, retirement, or removal of Transmission and generation Facilities and any associated equipment.
• Installation, modification, or removal of Protection Systems or Remedial Action Schemes.
• Use of Operating Procedures, specifying how long they will be needed as part of the CAP.
• Use of Demand-Side Management, new technologies, or other initiatives.
7.2. Be developed within one year of completion of the benchmark GMD Vulnerability Assessment.
7.3. Include a timetable, subject to approval for any extension sought under Part 7.4, for implementing the selected actions from Part 7.1. The timetable shall:

7.3.1. Specify implementation of non-hardware mitigation, if any, within two years of development of the CAP; and
7.3.2. Specify implementation of hardware mitigation, if any, within four years of development of the CAP.

7.4. Be submitted to the Compliance Enforcement Authority (CEA) with a request for extension of time if the responsible entity is unable to implement the CAP within the timetable provided in Part 7.3. The submitted CAP shall document the following:

7.4.1. Circumstances causing the delay for fully or partially implementing the selected actions in Part 7.1 and how those circumstances are beyond the control of the responsible entity;
7.4.2. Revisions to the selected actions in Part 7.1, if any, including utilization of Operating Procedures, if applicable; and
7.4.3. Updated timetable for implementing the selected actions in Part 7.1.

7.5. Be provided: (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinator(s), adjacent Transmission Planner(s), and functional entities referenced in the CAP within 90 calendar days of development or revision, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of development or revision, whichever is later.

7.5.1. If a recipient of the CAP provides documented comments on the CAP, the responsible entity shall provide a documented response to that recipient within 90 calendar days of receipt of those comments.

M7. Each responsible entity, as determined in Requirement R1, that concludes, through the benchmark GMD Vulnerability Assessment conducted in Requirement R4, that the responsible entity’s System does not meet the performance requirements for the steady state planning benchmark GMD event contained in Table 1 shall have evidence such as dated electronic or hard copies of its CAP including timetable for implementing selected actions, as specified in Requirement R7. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records or postal receipts showing recipient and date, that it submitted a request for extension to the CEA if the responsible entity is unable to implement the CAP within the timetable provided in Part 7.3. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has distributed its CAP or relevant information, if any, (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinator(s), adjacent Transmission Planner(s), and functional entities referenced in the CAP within 90 calendar days of development or revision, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of development or revision, whichever is later as specified in Requirement R7. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email notices or postal receipts showing recipient and date, that it has provided a documented response to comments received on its CAP within 90 calendar days of receipt of those comments, in accordance with Requirement R7.

Supplemental GMD Vulnerability Assessment(s)

R8. Each responsible entity, as determined in Requirement R1, shall complete a supplemental GMD Vulnerability Assessment of the Near-Term Transmission Planning Horizon at least once every 60 calendar months. This supplemental GMD Vulnerability Assessment shall use a study or studies based on models identified in Requirement R2, document assumptions, and document summarized results of the steady state analysis. [Violation Risk Factor: High] [Time Horizon: Long-term Planning]

8.1. The study or studies shall include the following conditions:

8.1.1. System On-Peak Load for at least one year within the Near-Term Transmission Planning Horizon; and
8.1.2. System Off-Peak Load for at least one year within the Near-Term Transmission Planning Horizon.

8.2. The study or studies shall be conducted based on the supplemental GMD event described in Attachment 1 to determine whether the System meets the performance requirements for the steady state planning supplemental GMD event contained in Table 1.
8.3. The supplemental GMD Vulnerability Assessment shall be provided: (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinators, adjacent Transmission Planners within 90 calendar days of completion, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of completion of the supplemental GMD Vulnerability Assessment, whichever is later.

8.3.1. If a recipient of the supplemental GMD Vulnerability Assessment provides documented comments on the results, the responsible entity shall provide a documented response to that recipient within 90 calendar days of receipt of those comments.

M8. Each responsible entity, as determined in Requirement R1, shall have dated evidence such as electronic or hard copies of its supplemental GMD Vulnerability Assessment meeting all of the requirements in Requirement R8. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has distributed its supplemental GMD Vulnerability Assessment: (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinators, adjacent Transmission Planners within 90 calendar days of completion, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of completion of the supplemental GMD Vulnerability Assessment, whichever is later, as specified in Requirement R8. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email notices or postal receipts showing recipient and date, that it has provided a documented response to comments received on its supplemental GMD Vulnerability Assessment within 90 calendar days of receipt of those comments in accordance with Requirement R8.

R9. Each responsible entity, as determined in Requirement R1, shall provide GIC flow information to be used for the supplemental thermal impact assessment of transformers specified in Requirement R10 to each Transmission Owner and Generator Owner that owns an applicable Bulk Electric System (BES) power transformer in the planning area. The GIC flow information shall include: [Violation Risk Factor: Medium] [Time Horizon: Long-term Planning]

9.1. The maximum effective GIC value for the worst case geoelectric field orientation for the supplemental GMD event described in Attachment 1. This value shall be provided to the Transmission Owner or Generator Owner that owns each applicable BES power transformer in the planning area.
9.2. The effective GIC time series, GIC(t), calculated using the supplemental GMD event described in Attachment 1 in response to a written request from the Transmission Owner or Generator Owner that owns an applicable BES power transformer in the planning area. GIC(t) shall be provided within 90 calendar days of receipt of the written request and after determination of the maximum effective GIC value in Part 9.1.

M9. Each responsible entity, as determined in Requirement R1, shall provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has provided the maximum effective GIC values to the Transmission Owner and Generator Owner that owns each applicable BES power transformer in the planning area as specified in Requirement R9, Part 9.1. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has provided GIC(t) in response to a written request from the Transmission Owner or Generator Owner that owns an applicable BES power transformer in the planning area.

R10. Each Transmission Owner and Generator Owner shall conduct a supplemental thermal impact assessment for its solely and jointly owned applicable BES power transformers where the maximum effective GIC value provided in Requirement R9, Part 9.1, is 85 A per phase or greater. The supplemental thermal impact assessment shall: [Violation Risk Factor: Medium] [Time Horizon: Long-term Planning]

10.1. Be based on the effective GIC flow information provided in Requirement R9;
10.2. Document assumptions used in the analysis;
10.3. Describe suggested actions and supporting analysis to mitigate the impact of GICs, if any; and
10.4. Be performed and provided to the responsible entities, as determined in Requirement R1, within 24 calendar months of receiving GIC flow information specified in Requirement R9, Part 9.1.

M10. Each Transmission Owner and Generator Owner shall have evidence such as electronic or hard copies of its supplemental thermal impact assessment for all of its solely and jointly owned applicable BES power transformers where the maximum effective GIC value provided in Requirement R9, Part 9.1, is 85 A per phase or greater, and shall have evidence such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has provided its supplemental thermal impact assessment to the responsible entities as specified in Requirement R10.

R11. Each responsible entity, as determined in Requirement R1, that concludes through the supplemental GMD Vulnerability Assessment conducted in Requirement R8 that their System does not meet the performance requirements for the steady state planning supplemental GMD event contained in Table 1, shall develop a Corrective Action Plan (CAP) addressing how the performance requirements will be met. The CAP shall: [Violation Risk Factor: High] [Time Horizon: Long-term Planning]

11.1.List System deficiencies and the associated actions needed to achieve required System performance. Examples of such actions include:
• Installation, modification, retirement, or removal of Transmission and generation Facilities and any associated equipment.
• Installation, modification, or removal of Protection Systems or Remedial Action Schemes.
• Use of Operating Procedures, specifying how long they will be needed as part of the CAP.
• Use of Demand-Side Management, new technologies, or other initiatives.
11.2.Be developed within one year of completion of the supplemental GMD Vulnerability Assessment.
11.3.Include a timetable, subject to approval for any extension sought under Part 11.4, for implementing the selected actions from Part 11.1. The timetable shall:

11.3.1. Specify implementation of non-hardware mitigation, if any, within two years of development of the CAP; and
11.3.2. Specify implementation of hardware mitigation, if any, within four years of development of the CAP.

11.4.Be submitted to the CEA with a request for extension of time if the responsible entity is unable to implement the CAP within the timetable provided in Part 11.3. The submitted CAP shall document the following:

11.4.1. Circumstances causing the delay for fully or partially implementing the selected actions in Part 11.1 and how those circumstances are beyond the control of the responsible entity;
11.4.2. Revisions to the selected actions in Part 11.1, if any, including utilization of Operating Procedures, if applicable; and
11.4.3. Updated timetable for implementing the selected actions in Part 11.1.

11.5.Be provided: (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinator(s), adjacent Transmission Planner(s), and functional entities referenced in the CAP within 90 calendar days of development or revision, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of development or revision, whichever is later.

11.5.1. If a recipient of the CAP provides documented comments on the CAP, the responsible entity shall provide a documented response to that recipient within 90 calendar days of receipt of those comments.

M11. Each responsible entity, as determined in Requirement R1, that concludes, through the supplemental GMD Vulnerability Assessment conducted in Requirement R8, that the responsible entity’s System does not meet the performance requirements for the steady state planning supplemental GMD event contained in Table 1 shall have evidence such as dated electronic or hard copies of its CAP including timetable for implementing selected actions, as specified in Requirement R11. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records or postal receipts showing recipient and date, that it submitted a request for extension to the CEA if the responsible entity is unable to implement the CAP within the timetable provided in Part 11.3. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email records, web postings with an electronic notice of posting, or postal receipts showing recipient and date, that it has distributed its CAP or relevant information, if any, (i) to the responsible entity’s Reliability Coordinator, adjacent Planning Coordinator(s), adjacent Transmission Planner(s), and functional entities referenced in the CAP within 90 calendar days of development or revision, and (ii) to any functional entity that submits a written request and has a reliability-related need within 90 calendar days of receipt of such request or within 90 calendar days of development or revision, whichever is later as specified in Requirement R11. Each responsible entity, as determined in Requirement R1, shall also provide evidence, such as email notices or postal receipts showing recipient and date, that it has provided a documented response to comments received on its CAP within 90 calendar days of receipt of those comments, in accordance with Requirement R11.

GMD Measurement Data Processes

R12. Each responsible entity, as determined in Requirement R1, shall implement a process to obtain GIC monitor data from at least one GIC monitor located in the Planning Coordinator’s planning area or other part of the system included in the Planning Coordinator’s GIC System model. [Violation Risk Factor: Lower] [Time Horizon: Longterm Planning]

M12. Each responsible entity, as determined in Requirement R1, shall have evidence such as electronic or hard copies of its GIC monitor location(s) and documentation of its process to obtain GIC monitor data in accordance with Requirement R12.

R13. Each responsible entity, as determined in Requirement R1, shall implement a process to obtain geomagnetic field data for its Planning Coordinator’s planning area. [Violation Risk Factor: Lower] [Time Horizon: Long-term Planning]

M13. Each responsible entity, as determined in Requirement R1, shall have evidence such as electronic or hard copies of its process to obtain geomagnetic field data for its Planning Coordinator’s planning area in accordance with Requirement R13.

Attachment 1

Calculating Geoelectric Fields for the Benchmark and Supplemental GMD Events

The benchmark GMD event1 defines the geoelectric field values used to compute GIC flows that are needed to conduct a benchmark GMD Vulnerability Assessment. It is composed of the following elements: (1) a reference peak geoelectric field amplitude of 8 V/km derived from statistical analysis of historical magnetometer data; (2) scaling factors to account for local geomagnetic latitude; (3) scaling factors to account for local earth conductivity; and (4) a reference geomagnetic field time series or waveform to facilitate time-domain analysis of GMD impact on equipment.

The supplemental GMD event is composed of similar elements as described above, except (1) the reference peak geoelectric field amplitude is 12 V/km over a localized area; and (2) the geomagnetic field time series or waveform includes a local enhancement in the waveform.2

The regional geoelectric field peak amplitude used in GMD Vulnerability Assessment, Epeak, can be obtained from the reference geoelectric field value of 8 V/km for the benchmark GMD event (1) or 12 V/km for the supplemental GMD event (2) using the following relationships:

Calculating Geoelectric Fields for the Benchmark and Supplemental GMD Events

where, α is the scaling factor to account for local geomagnetic latitude, and β is a scaling factor to account for the local earth conductivity structure. Subscripts b and s for the β scaling factor denote association with the benchmark or supplemental GMD events, respectively.

Scaling the Geomagnetic Field
The benchmark and supplemental GMD events are defined for geomagnetic latitude of 60° and must be scaled to account for regional differences based on geomagnetic latitude. Table 2 provides a scaling factor correlating peak geoelectric field to geomagnetic latitude. Alternatively, the scaling factor α is computed with the empirical expression:

𝛼 = 0.001 × 𝑒(0.115×𝐿)                                                             (3)

where, L is the geomagnetic latitude in degrees and 0.1 ≤ α ≤ 1.

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1 The Benchmark Geomagnetic Disturbance Event Description, May 2016 is available on the Related Information webpage for TPL-007-1: http://www.nerc.com/pa/Stand/TPL0071RD/Benchmark_clean_May12_complete.pdf.
2 The extent of local enhancements is on the order of 100 km in North-South (latitude) direction but longer in East-West (longitude) direction. The local enhancement in the geomagnetic field occurs over the time period of 2-5 minutes. Additional information is available in the Supplemental Geomagnetic Disturbance Event Description, October 2017 white paper on the Project 2013-03 Geomagnetic Disturbance Mitigation project webpage: http://www.nerc.com/pa/Stand/Pages/Project-2013- 03-Geomagnetic-Disturbance-Mitigation.aspx.

For large planning areas that cover more than one scaling factor from Table 2, the GMD Vulnerability Assessment should be based on a peak geoelectric field that is:
• calculated by using the most conservative (largest) value for α; or
• calculated assuming a non-uniform or piecewise uniform geomagnetic field.

table 2

Scaling the Geoelectric Field
The benchmark GMD event is defined for the reference Quebec earth model described in Table 4. The peak geoelectric field, Epeak, used in a GMD Vulnerability Assessment may be obtained by either:
• Calculating the geoelectric field for the ground conductivity in the planning area and the reference geomagnetic field time series scaled according to geomagnetic latitude, using a procedure such as the plane wave method described in the NERC GMD Task Force GIC Application Guide; 3 or
• Using the earth conductivity scaling factor β from Table 3 that correlates to the ground conductivity map in Figure 1 or Figure 2. Along with the scaling factor α from equation (3) or Table 2, β is applied to the reference geoelectric field using equation (1 or 2, as applicable) to obtain the regional geoelectric field peak amplitude Epeak to be used in GMD Vulnerability Assessments. When a ground conductivity model is not available, the responsible entity should use the largest β factor of adjacent physiographic regions or a technically justified value
_________________________________
3 Available at the NERC GMD Task Force project webpage: http://www.nerc.com/comm/PC/Pages/Geomagnetic-DisturbanceTask-Force-(GMDTF)-2013.aspx.

The earth models used to calculate Table 3 for the United States were obtained from publicly available information published on the U. S. Geological Survey website.4 The models used to calculate Table 3 for Canada were obtained from Natural Resources Canada (NRCan) and reflect the average structure for large regions. A planner can also use specific earth model(s) with documented justification and the reference geomagnetic field time series to calculate the β factor(s) as follows:

𝛽𝑏 = 𝐸⁄8 for the benchmark GMD event                                                                (4)
𝛽𝑠 = 𝐸⁄12 for the supplemental GMD                                                                     (5)

where, E is the absolute value of peak geoelectric in V/km obtained from the technically justified earth model and the reference geomagnetic field time series.

For large planning areas that span more than one β scaling factor, the most conservative (largest) value for β may be used in determining the peak geoelectric field to obtain conservative results. Alternatively, a planner could perform analysis using a non-uniform or piecewise uniform geoelectric field.

Applying the Localized Peak Geoelectric Field in the Supplemental GMD Event
The peak geoelectric field of the supplemental GMD event occurs in a localized area. 5 Planners have flexibility to determine how to apply the localized peak geoelectric field over the planning area in performing GIC calculations. Examples of approaches are:
• Apply the peak geoelectric field (12 V/km scaled to the planning area) over the entire planning area;
• Apply a spatially limited (12 V/km scaled to the planning area) peak geoelectric field (e.g., 100 km in North-South latitude direction and 500 km in East-West longitude direction) over a portion(s) of the system, and apply the benchmark GMD event over the rest of the system; or
• Other methods to adjust the benchmark GMD event analysis to account for the localized geoelectric field enhancement of the supplemental GMD event.

_________________________________
4 Available at http://geomag.usgs.gov/conductivity/.
5 See the Supplemental Geomagnetic Disturbance Description white paper located on the Project 2013-03 Geomagnetic Disturbance Mitigation project webpage: http://www.nerc.com/pa/Stand/Pages/Project-2013-03-Geomagnetic-DisturbanceMitigation.aspx.

Figure 1 and 2

_____________________________________
6 Additional map detail is available at the U.S. Geological Survey: http://geomag.usgs.gov/.

Table 3: Geoelectric Field Scaling Factors

Scaling factors in Table 3 are dependent upon the frequency content of the reference storm. Consequently, the benchmark GMD event and the supplemental GMD event may produce different scaling factors for a given earth model.

Table 4: Reference Earth Model (Quebec)

Layer Thickness (km) Resistivity (Ω-m)
15 20,000
10 200
125 1,000
200 100
3

Reference Geomagnetic Field Time Series or Waveform for the Benchmark GMD Event7
The geomagnetic field measurement record of the March 13-14 1989 GMD event, measured at the NRCan Ottawa geomagnetic observatory, is the basis for the reference geomagnetic field waveform to be used to calculate the GIC time series, GIC(t), required for transformer thermal impact assessment.

The geomagnetic latitude of the Ottawa geomagnetic observatory is 55°; therefore, the amplitudes of the geomagnetic field measurement data were scaled up to the 60° reference geomagnetic latitude (see Figure 3) such that the resulting peak geoelectric field amplitude computed using the reference earth model was 8 V/km (see Figures 4 and 5). The sampling rate for the geomagnetic field waveform is 10 seconds.8 To use this geoelectric field time series when a different earth model is applicable, it should be scaled with the appropriate benchmark conductivity scaling factor βb.

_____________________________
7 Refer to the Benchmark Geomagnetic Disturbance Event Description white paper for details on the determination of the reference geomagnetic field waveform: http://www.nerc.com/pa/stand/Pages/TPL0071RI.aspx.
8 The data file of the benchmark geomagnetic field waveform is available on the Related Information webpage for TPL-007-1: http://www.nerc.com/pa/stand/Pages/TPL0071RI.aspx.

Figures 3 and 4 Figure 5

Reference Geomagnetic Field Time Series or Waveform for the Supplemental GMD Event9

The geomagnetic field measurement record of the March 13-14, 1989 GMD event, measured at the NRCan Ottawa geomagnetic observatory, is the basis for the reference geomagnetic field waveform to be used to calculate the GIC time series, GIC(t), required for transformer thermal impact assessment for the supplemental GMD event. The supplemental GMD event waveform differs from the benchmark GMD event waveform in that the supplemental GMD event waveform has a local enhancement.

The geomagnetic latitude of the Ottawa geomagnetic observatory is 55°; therefore, the amplitudes of the geomagnetic field measurement data were scaled up to the 60° reference geomagnetic latitude (see Figure 6) such that the resulting peak geoelectric field amplitude computed using the reference earth model was 12 V/km (see Figure7). The sampling rate for the geomagnetic field waveform is 10 seconds.10 To use this geoelectric field time series when a different earth model is applicable, it should be scaled with the appropriate supplemental conductivity scaling factor βs.
___________________________________
9 Refer to the Supplemental Geomagnetic Disturbance Event Description white paper for details on the determination of the reference geomagnetic field waveform: http://www.nerc.com/pa/Stand/Pages/Project-2013-03-Geomagnetic-DisturbanceMitigation.aspx.
10 The data file of the benchmark geomagnetic field waveform is available on the NERC GMD Task Force project webpage: http://www.nerc.com/comm/PC/Pages/Geomagnetic-Disturbance-Task-Force-(GMDTF)-2013.aspx.

Figures 6 and 7

Attachment 1-CAN

Attachment 1-CAN provides an alternative that a Canadian entity may use in lieu of the benchmark or supplemental GMD event(s) defined in Attachment 1 for performing GMD Vulnerability Assessment(s).

A Canadian entity may use the provisions of Attachment 1-CAN if it has regionally specific information that provides a technically justified means to re-define a 1-in-100 year GMD planning event(s) within its planning area.

Information for the Alternative Methodology
GMD Vulnerability Assessment(s) require the use of geophysical and engineering models. Canadian-specific data is available and growing. Ongoing research allows for more accurate characterization of regional parameters used in these models. Such Canadian-specific data includes geomagnetic field, earth conductivity, and geomagnetically induced current measurements that can be used for modeling and simulation validation.

Information used to calculate geoelectric fields for the benchmark and supplemental GMD events shall be clearly documented and technically justified. For example, the factors involved in the calculation of geoelectric fields are geomagnetic field variations and an earth transfer function(s).1 Technically justified information used in modelling geomagnetic field variations may include: technical documents produced by governmental entities such as Natural Resources Canada; technical papers published in peer-reviewed journals; and data sets gathered using sound scientific principles. An earth transfer function may rely on magnetotelluric measurements or earth conductivity models.

Modeling assumptions shall also be clearly documented and technically justified. An entity may use sensitivity analysis to identify how the assumptions affect the results.

A simplified model may be used to perform a GMD Vulnerability Assessment(s), as long as the model is more conservative than a more detailed model.

When interpreting assessment results, the entity shall consider the maturity of the modeling, toolset, and techniques applied.

Geomagnetic Disturbance Planning Events
The 1-in-100 year planning event shall be based on regionally specific data and technically justifiable statistical analyses (e.g., extreme value theory) and applied to the benchmark and supplemental GMD Vulnerability Assessment(s).

For the benchmark GMD Vulnerability Assessment(s), an entity shall consider the large-scale spatial structure of the GMD event. For the supplemental GMD Vulnerability Assessment(s), an entity shall consider the small-scale spatial structure of the GMD event (e.g., using magnetometer measurements or realistic electrojet calculations)

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1 The “earth transfer function” is the relationship between the electric fields and magnetic field variations at the surface of the earth

 


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