1. Introduction
Renewable energy sources (RESs) are frequently deployed in modern power grids to promote a myriad of environmental and economical benefits. However, the increasing integration of RESs significantly decreases the rotational inertia of the grid, which jeopardizes grid stability and its overall dynamic behavior [
1,
2,
3,
4]. A central challenge is regulating the grid’s frequency under high penetration levels of renewable sources. One approach for addressing this problem is to install fast-reacting storage systems with virtual inertia controllers alongside low-inertia power sources; such controllers have been extensively studied in recent years [
5,
6,
7,
8,
9,
10,
11]. Each control method has its own benefits and limitations. For instance, classical control paradigms are simple in general but are designed for specific scenarios, whereas data-driven algorithms are flexible and enable online learning. However, these algorithms are numerically complex and require adequate data to operate efficiently. Hybrid control strategies have low numeric complexity, but their convergence is hard to guarantee in most cases. Proposing suitable guidelines for choosing the best algorithm is currently an open question, and this question becomes more important when the microgrid is isolated [
11,
12,
13,
14,
15,
16,
17].
Microgrids have received increasing attention as a means of integrating distributed generation into the electricity grid [
18]. Usually described as confined clusters of loads, storage devices, and small generators, these autonomous networks connect as single entities to the public distribution grid through a point of common coupling (PCC).
Figure 1 illustrates a typical microgrid network. Microgrids comprise a variety of technologies: renewable sources, such as photovoltaic and wind generators, are operated alongside traditional high-inertia synchronous generators, batteries, and fuel-cells. Thus, energy is generated near the loads, enabling the use of small-scale generators that increase reliability and reduce losses over long power lines. The locality of the microgrid network enables the improved management of energy. Generators (and possibly loads) may be controlled by a local energy management system to optimize power flow within the network. The objectives of energy management depend on the mode of operation: islanded or grid-connected [
19]. In grid-connected mode, the typical objectives are to minimize the price of energy import at the PCC, to improve power factor at the PCC, and to optimize the voltage profile within the microgrid [
20]. In islanded mode, which is addressed in this paper, the main goal of power management is to stabilize the system and preserve high reliability and resiliency in terms of frequency and voltage.
Few recent survey papers describe different aspects in the context of virtual inertia within power grids with a high penetration of RESs. A comprehensive review of virtual inertia implementation techniques was provided in [
12]. The reviewed works were classified and compared using virtual inertia topologies. Some selected topologies were simulated, showing that similar inertial responses can be achieved, relating the parameters of these topologies through time and inertia constants. A discussion of the challenges and research directions is presented, indicating future research needs for the integration of virtual inertia systems. Singh et al. [
21] reviewed various topologies for emulating a virtual inertia algorithm along with control strategies for general distributed generation. They also reviewed the optimal size and location of synthetic inertia in a power system. Other authors [
22] presented a review focusing on the inertia values for power systems. The inertia values were estimated based on different regions in the last 20 years. The contribution of photovoltaic (PV) power plants as virtual inertia was discussed and the damping factor evolution was analyzed.
Contrary to these comprehensive reviews, which focused on virtual inertia topologies implementation [
12], virtual inertia and frequency control for distributed energy sources [
21], and inertia estimation evolution in power systems [
22], we focused on the systematic comparison of virtual inertia control methods designed to solve the frequency regulation problem in islanded microgrids. In particular, we aimed to understand why certain control methods are more efficient in different circumstances, and which control strategies will gain popularity in the coming years. Toward this end, we considered different control techniques available in the literature for the period of 2010–2020, and then categorized them into three groups: classic, advanced, and hybrid methods. We provide a detailed analysis of each control and optimization paradigm through various quality criteria. Finally, we provide a contextual analysis and highlight the current developments and trends for various combinations of virtual inertia control methods and technologies with a focus on microgrid applications.
The rest of this paper is organized as follows:
Section 2 presents a model of a standard low-inertia microgrid and explains different control quality criteria.
Section 3 summarizes the classical methods applied for virtual inertia control, followed by a discussion of the advanced control methods presented in
Section 4. Hybrid control algorithms are described in
Section 5.
Section 6 provides an analysis of recent trends in low-inertia power systems and virtual inertia control.
2. Overview of Low-Inertia Microgrid System
The low-inertia microgrid encompasses participants with different power generation inertia and loads with complex dynamics [
23,
24,
25,
26]. Therefore, microgrids with high RES penetration pose various challenges for integration to the massive distribution networks such as (1) active/reactive power imbalance and voltage droop in transmission lines, (2) production/consumption imbalance in distribution loads, and (3) frequency mismatch with other microgrids and the rest of the power grid [
3,
27]. Hence, energy storage systems are considered the prime actuator in frequency stability control, which, in reality, have physical limitations such as (1) (dis)charge cycles, (2) restricted power reservation, (3) reserved power losses, and (4) individual speed of (dis)charge. Moreover, energy storage control performed by virtual inertia or a virtual synchronous generator (VSG) uses power-inverting electronics, which has delays in frequency measurement and power conversion [
12,
28,
29,
30,
31,
32].
2.1. Modeling of a Low-Inertia Microgrid
The considered microgrid was adopted from several recent publications [
16,
33,
34,
35,
36,
37] and is depicted in
Figure 2. The addressed scenario includes simplified residential/industrial loads, energy sources (thermal power plant, wind farm, and solar power plant), and energy storage systems [
11,
38,
39]. The thermal power plant is composed of a governor with a generator rate constraint (GRC) and a turbine with a frequency rate limiter, which restricts the valve opening/closing (
and
, respectively). The dynamic model of a microgrid uses a hierarchical architecture with primary and secondary control loops. The primary control loop has a droop coefficient
, and the secondary loop has an area control error (ACE) system with a second frequency controller
and a first-order integrator. Frequency regulation is performed by a virtual inertia device with an additional controller. The balancing system is performed as the first-order transfer function with microgrid damping coefficient
D and system inertia
H, which are common for all generators. The power generation by variable energy sources is modeled as a random signal with a first-order holder. The hierarchical structure includes the reservation of the primary and secondary control loops. The modeling parameters of the microgrid are summarized in
Table 1;
Table 2 lists the typical simulation scenarios available in the recent literature.
2.2. Frequency Regulation in Low-Inertia Power Systems
Frequency stability is important when low-inertia energy sources penetrate the grid in large amounts [
1,
40,
41]. For example, the wind turbine rotor of a synchronous generator has natural inertia, which plays a key role in the power compensation for short periods (up to 5 s) [
3]. Solar panels may be considered as zero-inertia generators, since they do not provide physical energy storage [
42]. The response of frequency deviation is defined by the rate of change of frequency (RoCoF), which can be calculated as follows [
43,
44]:
The magnitude of the RoCoF reflects the balanced state in the dynamics of renewable power sources. The problem is generating an active power resembling that generated by traditional power plants.
2.3. Virtual Inertia Control
The virtual synchronous generator (VSG) produces the power alternative to the real synchronous machine [
47,
48]. This generator can be applied in systems with a high level of fluctuating renewable power to enhance the frequency stability. Virtual inertia (VI) is a specific part of the VSG designed to compensate for the lack of inertia using a power injection mechanism [
3]. The default operational limitations of the virtual inertia device cannot provide reliable frequency support. Therefore, an additional robust controller must be used to deal with nonlinearities in low-inertia environments. Traditionally, the virtual inertia control setup (
Figure 3) consists of a derivative component, a designed controller
, virtual inertia control (energy storage system and virtual inertia variable gain), and a power limiter (
,
).
2.4. Energy Storage System
The energy storage system (ESS) has been implemented in various physical realizations [
38,
49,
50]. The technology can be directly incorporated into frequency-response services and support the RoCoF during a frequency event. For the last decade, ESSs became an essential component in renewable energy integration, since they may provide frequency smoothness and balance for further dispatch [
5,
51,
52,
53,
54,
55,
56,
57]. The simplified ESS model can be represented as follows:
2.5. Hierarchical Control
Hierarchical frequency control introduces a multilevel cascade system with three key layers: primary, secondary (load frequency control), and tertiary control, and two additional layers: internal generation control and high-level policy control. Primary control is responsible for regulation of individual elements: power sharing, frequency droop, and local voltage control. Secondary control is oriented toward the balancing of active and reactive power by determination of the set-points of the primary controller and secondary control, including grid synchronization, automatic generation control (AGC), secondary load-frequency control (LFC), and voltage-drop control. Tertiary control (i.e., reserved) is related to energy management. It is used to provide optimal power flow and steady-state conditions in a distribution network [
3,
58,
59,
60,
61].
2.6. Control Quality Criteria
In this section, we discuss typical control criteria. They are then used to examine the benefits and drawbacks of the presented algorithms.
Online learning. Real-time optimization is used to adapt controllers to varying conditions [
62,
63], and usually requires a special computational device for additional tuning, validation, and verification.
Robustness. Flexible reaction to disturbances is an important requirement in low-inertia power grids, since, in practice, frequency deviation is limited to the range of ±0.1–1.5 Hz [
12,
64,
65,
66,
67,
68], and Nadir requirements are
Hz [
12,
69]. Using this criterion, we briefly describe testing scenarios and the performance of the considered virtual inertia controller.
Implementation complexity. Complexity corresponds to the implementation efforts of an algorithm in real controlling hardware: size, number of inputs and outputs, mathematical complexity, etc.
Optimization difficulty. This depends on the number of inputs and outputs, time for optimization procedure, and other requirements for the computational power to provide the maximum possible efficiency.
2.7. Description of the Virtual Inertia Control Algorithms
Several recent works [
12,
16,
33,
34,
35,
36,
70,
71] addressed the problem of optimal frequency support with high penetration of variable renewable energy sources. For example, Kerdphol et al. [
35] designed a robust
controller to provide stability support based on the rate of change of frequency. The proposed solution provides advantages over conventional virtual inertia control and optimally tuned proportional integral (PI) controllers in scenarios when the wind farm is connected, solar panels are disconnected, and the system inertia is 10% and 100%, respectively. Kerdphol et al. [
34] further studied the problem by implementing a virtual inertia control scheme combined with a fuzzy-logic-based approach. The proposed algorithm performed robustly under different scenarios with additional uncertainties, including 80%, 40%, and 30% total system inertia and mismatches in the primary/secondary control loops. Kerdphol et al. [
45] proposed a model predictive control scheme and compared it to a fuzzy-logic controller for the case of additional load connections. Unlike the previous works, the studied microgrid has conceptual differences: a closed-loop turbine system, RES power generation from two complex wind farms, and minor differences in the transfer function describing the turbine and system inertia. Similar ideas were presented in Tamrakar et al. [
72], but without modeling renewable energy disturbances. Magdy et al. [
16] presented a PI controller optimized using particle swarm optimization and combined with a digital frequency protection system in scenarios of (dis)connecting loads and renewable energy sources.
In the following sections, we discuss the main features and constructive advantages and disadvantages of the most common algorithms for virtual inertia control, focusing on the load-frequency stability, implementation complexity, and performance against disturbances. We categorize the revised implementations into three groups: advanced, classical, and hybrid control as detailed in
Figure 4.
6. Recent Directions and Trends
One goal of this study was to highlight the popularity of various control methods for virtual inertia emulation reflected in the recent literature. Such trends are explored in this section based on the contextual analysis of additional virtual inertia control. Based on this analysis, we explain the motivation for the choice of several optimal control methods and try to better understand why and when the reviewed methods are most efficient. Special attention is paid to the analysis of relevant keywords describing each method and application area. The fuzzy logic controller, model predictive control, coefficient diagram method, and
H-infinity methods are well-defined by their names. However, reinforcement-learning and evolution algorithms are often defined by a specific strategy. Therefore, we used several of the most common types of these optimizations during our literature search. The keywords we used for the control methods are summarized in
Table 3. The search was also restricted to the title, abstract, and keywords fields.
Figure 5 depicts the rising trend in publications on virtual inertia control over an 11-year period. The Scopus database produced 404 papers and IEEE Xplore produced 239 papers.
The frequency-support-related algorithms mostly continued the rising trend, as detailed in
Figure 6. To provide a more in-depth analysis, we selected several algorithms commonly used in frequency-control applications. Fuzzy logic and PI/PID appeared to be the most popular control algorithms. Publications indicate the stable interest in usage of PID controller, which can be further equipped with an additional optimization loop based on data-driven algorithms and/or combined with advanced controllers [
16,
62,
99,
107,
108]. Due to the natural ability in finding global minima, evolution algorithms (e.g., PSO, firefly, and bat) are mostly combined with the fuzzy logic controller (FLC) and/or PID [
16,
62,
99] as one of the most frequently used hybrid algorithms of the existing control loops. Model predictive controllers gained similar attention; in recent years, they have become the most popular. One notable rise was found in the usage of the reinforcement-learning-based strategies, which may become even more popular in the next years due to their ability to perform effective study based on interactions with the environment [
37,
85,
88]. Therefore, we think that the data-driven algorithms will attract more attention in the coming years due to the growing prevalence of data mining and cloud technologies.
Figure 7 depicts the search results for the specific technologies used for frequency regulation in microgrids. Energy storage appears to be the most widely used technology. Virtual synchronous generators, virtual inertia, and phase locked-loop have small numbers of publications, since each technology related to synthetic inertia generation is individual and requires specific design and case studies. Notably, many possibilities exist for research into VSG/VI-related applications [
12,
22].
Based on analysis of the above trends, it is reasonable to conjecture that in the coming years, the virtual inertia problem will remain in the focus of the community. The isolated microgrid, as a part of the general power grid, faces several important challenges such as active and reactive power balance, power losses in transmission lines, grid frequency outmatching, power production/consumption balance, among others [
109]. Most microgrids use simplified models of domestic loads, power plants, and energy storage systems. The European Commission reported the potential research challenges in the renewable energy area in the period of 2021–2027:
Integrated local energy systems, microgrids, and modular solutions [
110,
111,
112,
113];
Electrical transport (cars, trucks, ships, etc.) [
110,
118,
119,
120];
Effective energy management in domestic appliances (HVAC, boilers) by demand-side management technologies [
110,
113,
115,
121,
122];
Solutions for the integration of energy systems and coupling of different energy vectors, networks, and infrastructures in the context of a digitalized, green, and cybersecure energy system [
110,
113,
123].
According to the REN21 report, 63% of world experts agree that by 2050, power generation will focus on centralized or decentralized renewable energy [
119] and 71% agree that the transition to 100% renewable energy on a global level is feasible and realistic [
119]. In addition, most experts agree that renewable energy should provide at least 32% of the EU energy consumption by 2030 [
2,
119]. Hence, there is a clear need for continuing the research on and adoption of various solutions, supporting the integration of renewable energy sources; microgrids will most likely play a key role in achieving these goals.
7. Conclusions
Here, we reviewed recent works related to virtual inertia control methods designed to solve the frequency regulation problem in islanded microgrids, with an attempt to better understand the unique characteristics, common uses, and mathematical foundations of the most popular control methods. The control techniques on which we chose to focus were selected following an in-depth content analysis of various sources from the main databases, as detailed in
Section 6. This analysis revealed interesting trends in the current research, and may help to understand why certain control methods are more efficient in different circumstances (
Table 4), and which control strategies will gain popularity in the coming years.
For instance, the data show that evolutionary algorithms methods are widely used for tuned PI/PID controllers probably since this enables the analysis of stochastic scenarios with nonlinear constraints. However, evolutionary algorithms may converge to local minima and are therefore not suitable for every application. In such cases, classical control methods seem to be the natural choice since they provide simple and effective solutions to the virtual inertia problems whenever grid dynamics are well-defined. If there is uncertainty in the grid dynamic and nonlinear constraints, fuzzy-logic-based controllers are used extensively, although they are limited to specific and manually defined rules; in cases with a large number of rules, the needed resources increase significantly. The controllers based on the coefficient diagram method principle seem to be the least popular method, maybe due to their limitation of tracking only a limited number of disturbances. Artificial neural networks are also increasing in use due to the increasing amounts of available data; specifically, reinforcement-learning methods are commonly used for solving complex problems when a fully satisfactory algorithm is lacking. In our opinion, these trends may change in the near future due to global initiatives related to the integration of electric vehicles into microgrids and due to the continuing integration of renewable energy sources and beyond-the-meter technologies, which may lead to more available data and thus favor the use of new and more efficient controllers with a focus on data-driven approaches.
Concerning future research, since microgrids are increasingly decentralized and less regulated by governments, it is often impractical to study them from the perspective of one single entity with unlimited information and control span. Therefore, the recent increasing trend in studies of virtual inertia control for isolated microgrids will likely continue. Whereas classic control techniques are still mainly the focus of the community, the wide adoption and integration of technological innovations such as the Internet of things (IoT), cloud technologies, and data processing powers will likely start shifting the main attention toward data-driven control techniques in the coming years. Another topic of interest may be combining virtual inertia control with suitable energy storage as a supportive technological solution in isolated microgrids. To answer this challenge, the development of new optimal control methods can be considered a possible avenue for future research.