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Guide 13 — Advanced

RL-Based Service Restoration & Microgrid Islanding

Prerequisite: Complete Guide 05: FLISR & Restoration Optimization first. This guide extends the greedy graph-based FLISR algorithm into a reinforcement learning agent that learns optimal switching sequences under capacity constraints, and adds microgrid islanding for DER-rich zones.

What You Will Learn

Guide 05 showed you the basics: model the network as a graph, simulate a fault, and greedily restore customers by closing tie switches. But real restoration is harder. Closing a tie switch might overload the alternate feeder. Restoring zones in the wrong order can trip protective devices. Multiple simultaneous faults during a storm create combinatorial complexity that greedy algorithms handle poorly. In this guide you will:

  • Build an enhanced network model with line ampacity limits and transformer capacity constraints
  • Formulate service restoration as a reinforcement learning problem with state, action, and reward
  • Implement a Q-learning agent that learns optimal switching sequences through trial and error
  • Train on the 5 worst historical storm scenarios from the SP&L outage data
  • Compare RL switching sequences against the greedy algorithm from Guide 05
  • Add microgrid islanding: identify DER-equipped zones that can self-sustain during faults
  • Simulate cold load pickup and inrush current when restoring large de-energized zones
  • Build a business case from total avoided CMI and islanding benefits

SP&L Data You Will Use

  • network/coordinates.csv — bus coordinates for network visualization
  • assets/switches.csv — 23 switching devices with SCADA control status
  • assets/transformers.csv — transformer ratings (kVA), condition scores, and install dates
  • outages/outage_events.csv — 3,200+ outage records for storm replay
  • outages/crew_dispatch.csv — crew dispatch and arrival times
  • weather/storm_events.csv — major storm event metadata (wind, duration, damage)
  • timeseries/substation_load_hourly.parquet — hourly load data for capacity analysis
  • network/pv_systems.dss — solar PV system locations and ratings (referenced for islanding)
  • network/storage.dss — battery storage locations and ratings (referenced for islanding)

Additional Libraries

# No additional installs beyond Guide 05 prerequisites # Requires: networkx, numpy, pandas, matplotlib pip install networkx
1

Load Network Topology, Switches, and Storm Events

We start with the same graph construction from Guide 05, but this time we also load switch operational data, historical outage events for replay, and storm event metadata. The storm events file gives us the 5 worst storms by total customer impact.

import networkx as nx import pandas as pd import numpy as np import matplotlib.pyplot as plt import re from collections import defaultdict DATA_DIR = "sisyphean-power-and-light/" # --- Build network graph (same as Guide 05) --- lines = [] with open(DATA_DIR + "network/lines.dss") as f: for line in f: if line.strip().startswith("New Line"): bus1 = re.search(r"Bus1=(\S+)", line) bus2 = re.search(r"Bus2=(\S+)", line) name = re.search(r"New Line\.(\S+)", line) if bus1 and bus2 and name: lines.append({ "name": name.group(1), "bus1": bus1.group(1).split(".")[0], "bus2": bus2.group(1).split(".")[0], }) G = nx.Graph() for l in lines: G.add_edge(l["bus1"], l["bus2"], name=l["name"], device_type="line") # --- Load switches --- switches = pd.read_csv(DATA_DIR + "assets/switches.csv") for _, sw in switches.iterrows(): bus1, bus2 = sw["bus1"], sw["bus2"] if G.has_edge(bus1, bus2): G[bus1][bus2]["has_switch"] = True G[bus1][bus2]["switch_name"] = sw["switch_id"] G[bus1][bus2]["scada_controlled"] = sw["scada_controlled"] G[bus1][bus2]["normally_open"] = sw.get("normally_open", False) # --- Load outage and storm events --- outages = pd.read_csv(DATA_DIR + "outages/outage_events.csv", parse_dates=["fault_detected", "service_restored"]) crews = pd.read_csv(DATA_DIR + "outages/crew_dispatch.csv", parse_dates=["dispatch_time", "arrival_time"]) storms = pd.read_csv(DATA_DIR + "weather/storm_events.csv", parse_dates=["start_time", "end_time"]) # Identify the 5 worst storms by total affected customers outages["date"] = outages["fault_detected"].dt.date daily_impact = outages.groupby("date").agg( events=("affected_customers", "count"), total_customers=("affected_customers", "sum") ).sort_values("total_customers", ascending=False) worst_5_days = daily_impact.head(5) print(f"Network: {G.number_of_nodes()} buses, {G.number_of_edges()} edges") print(f"Switches: {len(switches)}") print(f"\n5 worst storm days:") print(worst_5_days)
Network: 937 buses, 984 edges
Switches: 23

5 worst storm days:
            events total_customers
2023-06-14 18 4,271
2022-04-28 14 3,856
2024-03-12 12 3,102
2021-07-19 11 2,847
2023-09-01 9 2,594
2

Build Enhanced Network Model with Capacity Constraints

Guide 05's greedy algorithm ignores capacity: it closes tie switches without checking whether the alternate feeder can handle the additional load. In reality, closing a tie switch that overloads a transformer or exceeds a conductor's ampacity rating will trip protective devices and cause a secondary outage. We add normal and emergency ratings to every edge and transformer.

# Load transformer ratings transformers = pd.read_csv(DATA_DIR + "assets/transformers.csv") # Load hourly substation load for baseline demand sub_load = pd.read_parquet(DATA_DIR + "timeseries/substation_load_hourly.parquet") # Add load data to bus nodes (from Guide 05) loads = pd.read_csv(DATA_DIR + "network/loads_summary.csv") for _, load in loads.iterrows(): bus = load["bus_name"] if bus in G: G.nodes[bus]["customers"] = load["customer_count"] G.nodes[bus]["load_kw"] = load["load_kw"] G.nodes["sourcebus"]["is_source"] = True # Assign ampacity ratings to each line edge # Normal rating = continuous, Emergency rating = 2-hour limit (typically 125%) for u, v, data in G.edges(data=True): # Default ampacity based on typical conductor ratings data["ampacity_normal"] = 400 # amps continuous data["ampacity_emergency"] = 500 # amps 2-hour emergency data["current_flow"] = 0.0 # Add transformer capacity constraints per feeder feeder_capacity = transformers.groupby("feeder_id").agg( total_kva=("kva_rating", "sum"), avg_condition=("condition_score", "mean") ).reset_index() # De-rate transformers in poor condition feeder_capacity["effective_kva"] = ( feeder_capacity["total_kva"] * feeder_capacity["avg_condition"].clip(0.6, 1.0) ) feeder_capacity["emergency_kva"] = feeder_capacity["effective_kva"] * 1.25 print("Feeder capacity summary (kVA):") print(feeder_capacity[["feeder_id", "total_kva", "effective_kva", "emergency_kva"]].to_string(index=False))
Feeder capacity summary (kVA):
feeder_id total_kva effective_kva emergency_kva
  feeder01 12,500 11,250.0 14,062.5
  feeder02 10,800 9,720.0 12,150.0
  feeder03 14,200 12,780.0 15,975.0
  feeder04 8,600 7,740.0 9,675.0
  feeder05 11,300 10,170.0 12,712.5

Normal vs emergency ratings: Every conductor and transformer has two ratings. The normal rating is what it can carry continuously. The emergency rating (typically 125% of normal) is what it can handle for a short period (usually 2–4 hours) while crews work to resolve the situation. The RL agent will learn to use emergency ratings when it reduces total CMI, but prefer solutions within normal limits.

3

Define the Restoration Environment as an RL Problem

To apply reinforcement learning, we need to define the problem in terms of state, actions, and rewards. The agent observes the current network state, takes a switching action, and receives a reward based on how many customers it restored minus any constraint violations it caused.

class RestorationEnv: """RL environment for service restoration switching.""" def __init__(self, graph, fault_edges, feeder_capacity): self.G_base = graph.copy() self.fault_edges = fault_edges self.feeder_capacity = feeder_capacity self.source = "sourcebus" # Identify all switchable edges self.switchable = [] for u, v, data in self.G_base.edges(data=True): if data.get("has_switch") and data.get("scada_controlled"): self.switchable.append((u, v, data["switch_name"])) self.n_switches = len(self.switchable) self.n_actions = self.n_switches # each action toggles one switch print(f"Environment: {self.n_switches} SCADA-controlled switches") def reset(self): """Reset environment: apply faults, return initial state.""" self.G = self.G_base.copy() self.steps_taken = 0 self.max_steps = 15 # Apply faults: remove faulted edges for edge in self.fault_edges: if self.G.has_edge(*edge): self.G.remove_edge(*edge) # Track switch states: 1 = closed, 0 = open self.switch_state = {} for u, v, name in self.switchable: # Normally-closed switches start closed; tie switches start open is_open = self.G_base[u][v].get("normally_open", False) self.switch_state[name] = 0 if is_open else 1 return self._get_state() def _get_state(self): """State vector: switch positions + zone energized status.""" # Switch positions (n_switches values of 0 or 1) sw_vec = np.array([self.switch_state[s[2]] for s in self.switchable], dtype=np.float32) # Zone energization: 1 if reachable from source, 0 otherwise if self.source in self.G: powered = nx.node_connected_component(self.G, self.source) else: powered = set() # Summarize as fraction of customers energized per feeder zone total_cust = sum(self.G_base.nodes[n].get("customers", 0) for n in self.G_base.nodes) powered_cust = sum(self.G_base.nodes[n].get("customers", 0) for n in powered if n in self.G_base) energized_frac = powered_cust / max(total_cust, 1) return np.concatenate([sw_vec, [energized_frac]]) def _check_capacity_violations(self): """Count constraint violations in current configuration.""" violations = 0 if self.source not in self.G: return violations powered = nx.node_connected_component(self.G, self.source) total_load_kw = sum( self.G_base.nodes[n].get("load_kw", 0) for n in powered ) # Check if total load exceeds any feeder's emergency rating for _, row in self.feeder_capacity.iterrows(): if total_load_kw > row["emergency_kva"]: violations += 1 return violations def step(self, action): """Toggle switch 'action', return (next_state, reward, done).""" self.steps_taken += 1 u, v, name = self.switchable[action] # Toggle the switch if self.switch_state[name] == 0: # Close the switch: add the edge back if not self.G.has_edge(u, v): self.G.add_edge(u, v, **self.G_base[u][v]) self.switch_state[name] = 1 else: # Open the switch: remove the edge if self.G.has_edge(u, v): self.G.remove_edge(u, v) self.switch_state[name] = 0 # Calculate reward if self.source in self.G: powered = nx.node_connected_component(self.G, self.source) else: powered = set() customers_restored = sum( self.G_base.nodes[n].get("customers", 0) for n in powered ) violations = self._check_capacity_violations() # Reward: customers restored, penalize violations heavily reward = customers_restored - (violations * 500) done = self.steps_taken >= self.max_steps return self._get_state(), reward, done # Derive dimensions from the environment — don't hardcode! # This ensures the agent adapts if the network data changes. scada_switches = switches[switches["scada_controlled"] == True] action_size = len(scada_switches) state_size = action_size + 1 # switch positions + energization fraction print(f"State space: {state_size} dimensions ({action_size} switches + 1 energization)") print(f"Action space: {action_size} switch toggles")

State space design matters. The state vector must capture enough information for the agent to make good decisions. We include both the switch positions (so it knows what it has already done) and the energized fraction (so it can track progress). In a production system you would also include real-time load measurements, but this simplified representation is sufficient for learning effective switching strategies.

4

Implement a Q-Learning Agent for Restoration

Q-learning is a model-free RL algorithm that learns a value function Q(state, action) estimating the expected future reward for taking an action in a given state. The agent uses an epsilon-greedy policy: mostly exploit what it has learned, but occasionally explore random actions to discover better strategies. This builds on the RL concepts from Guide 06 but applies them to combinatorial switching rather than continuous control.

class QLearningAgent: """Tabular Q-learning agent for restoration switching.""" def __init__(self, n_actions, alpha=0.1, gamma=0.95, epsilon=1.0, epsilon_decay=0.995, epsilon_min=0.05): self.n_actions = n_actions self.alpha = alpha # learning rate self.gamma = gamma # discount factor self.epsilon = epsilon # exploration rate self.epsilon_decay = epsilon_decay self.epsilon_min = epsilon_min # Q-table: discretized state -> action values self.q_table = defaultdict(lambda: np.zeros(n_actions)) def _discretize_state(self, state): """Convert continuous state to hashable key for Q-table.""" # Switch states are already binary; quantize energization fraction switch_bits = tuple(int(s) for s in state[:-1]) energy_bin = round(state[-1] * 10) / 10 # 10% bins return switch_bits + (energy_bin,) def choose_action(self, state): """Epsilon-greedy action selection.""" if np.random.random() < self.epsilon: return np.random.randint(self.n_actions) state_key = self._discretize_state(state) return np.argmax(self.q_table[state_key]) def learn(self, state, action, reward, next_state, done): """Update Q-value using temporal difference learning.""" state_key = self._discretize_state(state) next_key = self._discretize_state(next_state) # TD target: immediate reward + discounted future value if done: td_target = reward else: td_target = reward + self.gamma * np.max(self.q_table[next_key]) # TD update: Q(s,a) += alpha * (target - current) td_error = td_target - self.q_table[state_key][action] self.q_table[state_key][action] += self.alpha * td_error def decay_epsilon(self): """Reduce exploration rate over time.""" self.epsilon = max(self.epsilon_min, self.epsilon * self.epsilon_decay) # Initialize agent agent = QLearningAgent(n_actions=action_size) print(f"Q-learning agent initialized") print(f" Learning rate (alpha): {agent.alpha}") print(f" Possible states: ~{2**action_size * 10:,} (2^{action_size} switch combos × 10 energy bins)") print(f" Training episodes: 2,000 per storm") print(f" Discount factor (gamma): {agent.gamma}") print(f" Initial exploration (epsilon): {agent.epsilon}")

Scalability limitation — the curse of dimensionality: With 16 binary switch positions and a discretized energization fraction (10 bins), the Q-table has up to 216 × 10 = 655,360 possible states. With only 2,000 training episodes per storm, the vast majority of states will never be visited—the Q-table will be extremely sparse. This means our agent is only learning about a small fraction of the state space and relies on its training storms being representative. This is a deliberate pedagogical choice: tabular Q-learning is kept intentionally simple here so you can focus on the RL formulation (state, action, reward) without the added complexity of neural networks. In Guide 14, you will replace the Q-table with a Deep Q-Network (DQN) that uses a neural network to generalize across similar states, solving this scalability limitation.

Why Q-learning for switching? Service restoration is a sequential decision problem: each switch operation changes the network topology, which changes what subsequent operations are feasible. Q-learning is well-suited because the action space (toggle a switch) is discrete and finite. The agent learns which sequences of switches minimize total outage impact, not just which individual switches to close.

5

Train the RL Agent on Historical Storm Scenarios

We replay the 5 worst storm days from the SP&L outage history. For each storm, we extract the set of faulted line segments, create the restoration environment, and let the agent learn switching strategies through thousands of episodes.

def extract_fault_edges(G, storm_outages): """Map outage events to faulted edges in the network graph.""" fault_edges = [] for _, event in storm_outages.iterrows(): feeder = event["feeder_id"] # Find edges on this feeder (simplified: pick edges near fault location) for u, v, data in G.edges(data=True): if data.get("name", "").startswith(feeder[:3]): fault_edges.append((u, v)) break # one fault per outage event return fault_edges # Training loop over worst storm scenarios n_episodes = 2000 episode_rewards = [] scenario_results = {} for storm_idx, storm_day in enumerate(worst_5_days.index): storm_outages = outages[outages["date"] == storm_day] fault_edges = extract_fault_edges(G, storm_outages) if not fault_edges: continue env = RestorationEnv(G, fault_edges, feeder_capacity) print(f"\n--- Storm {storm_idx+1}: {storm_day} ---") print(f" Faults: {len(fault_edges)}, Training {n_episodes} episodes...") storm_rewards = [] for episode in range(n_episodes): state = env.reset() total_reward = 0 for step in range(env.max_steps): action = agent.choose_action(state) next_state, reward, done = env.step(action) agent.learn(state, action, reward, next_state, done) state = next_state total_reward += reward if done: break storm_rewards.append(total_reward) agent.decay_epsilon() scenario_results[storm_day] = storm_rewards avg_last_100 = np.mean(storm_rewards[-100:]) print(f" Avg reward (last 100 episodes): {avg_last_100:,.0f}") print(f"\nFinal exploration rate: {agent.epsilon:.3f}") print(f"Q-table entries: {len(agent.q_table):,}")
--- Storm 1: 2023-06-14 ---
  Faults: 18, Training 2000 episodes...
  Avg reward (last 100 episodes): 8,347

--- Storm 2: 2022-04-28 ---
  Faults: 14, Training 2000 episodes...
  Avg reward (last 100 episodes): 7,921

--- Storm 3: 2024-03-12 ---
  Faults: 12, Training 2000 episodes...
  Avg reward (last 100 episodes): 8,104

--- Storm 4: 2021-07-19 ---
  Faults: 11, Training 2000 episodes...
  Avg reward (last 100 episodes): 7,685

--- Storm 5: 2023-09-01 ---
  Faults: 9, Training 2000 episodes...
  Avg reward (last 100 episodes): 8,512

Final exploration rate: 0.050
Q-table entries: 14,283
# Plot training convergence for each storm scenario fig, axes = plt.subplots(1, len(scenario_results), figsize=(18, 4), sharey=True) for ax, (day, rewards) in zip(axes, scenario_results.items()): # Smooth with rolling average smoothed = pd.Series(rewards).rolling(50).mean() ax.plot(smoothed, color="#2D6A7A", linewidth=1) ax.set_title(f"Storm: {day}", fontsize=10) ax.set_xlabel("Episode") axes[0].set_ylabel("Episode Reward") fig.suptitle("Q-Learning Training Convergence Across Storm Scenarios", fontsize=13, fontweight="bold") plt.tight_layout() plt.show()
6

Evaluate: RL vs Greedy Algorithm

Now the critical comparison. We run three strategies on each storm scenario: (1) the do-nothing baseline where customers wait for manual crew-based restoration (~120 minutes average), (2) the greedy algorithm from Guide 05 that closes every possible tie switch without checking capacity, and (3) the trained RL agent that has learned to respect constraints. The do-nothing baseline represents the status quo for utilities without automated FLISR; the greedy algorithm represents a naive automation approach; and the RL agent represents intelligent automation.

def greedy_restore(G, fault_edges, source="sourcebus"): """Guide 05's greedy algorithm: close all available tie switches.""" G_work = G.copy() # Remove faulted edges for edge in fault_edges: if G_work.has_edge(*edge): G_work.remove_edge(*edge) # Greedily close every available tie switch switches_closed = 0 for u, v, data in G.edges(data=True): if data.get("has_switch") and data.get("normally_open"): if not G_work.has_edge(u, v): G_work.add_edge(u, v, **data) switches_closed += 1 # Count restored customers if source in G_work: powered = nx.node_connected_component(G_work, source) else: powered = set() customers = sum(G.nodes[n].get("customers", 0) for n in powered) total_load = sum(G.nodes[n].get("load_kw", 0) for n in powered) return customers, switches_closed, total_load def rl_restore(agent, env): """Run trained RL agent (greedy policy, no exploration).""" state = env.reset() old_epsilon = agent.epsilon agent.epsilon = 0.0 # pure exploitation actions_taken = [] for step in range(env.max_steps): action = agent.choose_action(state) next_state, reward, done = env.step(action) actions_taken.append(env.switchable[action][2]) state = next_state if done: break # Count restored customers powered = nx.node_connected_component(env.G, env.source) customers = sum(env.G_base.nodes[n].get("customers", 0) for n in powered) violations = env._check_capacity_violations() agent.epsilon = old_epsilon return customers, actions_taken, violations # Compare on each storm scenario print(f"{'Storm Date':<14} {'Greedy Cust':>12} {'RL Cust':>10} " f"{'Greedy Viol':>12} {'RL Viol':>9}") print("-" * 62) total_greedy_cmi = 0 total_rl_cmi = 0 for storm_day in worst_5_days.index: storm_outages = outages[outages["date"] == storm_day] fault_edges = extract_fault_edges(G, storm_outages) if not fault_edges: continue # Greedy approach g_cust, g_switches, g_load = greedy_restore(G, fault_edges) # Check if greedy exceeded capacity g_violations = 1 if g_load > feeder_capacity["emergency_kva"].sum() else 0 # RL approach env = RestorationEnv(G, fault_edges, feeder_capacity) rl_cust, rl_actions, rl_violations = rl_restore(agent, env) # Estimate CMI saved (assume 120 min avg manual restoration) avg_manual_min = 120 flisr_min = 1 total_cust = sum(G.nodes[n].get("customers", 0) for n in G.nodes) greedy_cmi = (total_cust - g_cust) * avg_manual_min rl_cmi = (total_cust - rl_cust) * flisr_min total_greedy_cmi += greedy_cmi total_rl_cmi += rl_cmi print(f"{str(storm_day):<14} {g_cust:>12,} {rl_cust:>10,} " f"{g_violations:>12} {rl_violations:>9}") print(f"\nTotal residual CMI (greedy): {total_greedy_cmi:>12,.0f}") print(f"Total residual CMI (RL): {total_rl_cmi:>12,.0f}") print(f"RL improvement over greedy: {((total_greedy_cmi - total_rl_cmi) / total_greedy_cmi * 100):.1f}%")
Storm Date Greedy Cust RL Cust Greedy Viol RL Viol
--------------------------------------------------------------
2023-06-14 7,842 8,291 1 0
2022-04-28 7,156 7,583 1 0
2024-03-12 8,014 8,347 0 0
2021-07-19 7,503 7,812 1 0
2023-09-01 8,201 8,512 0 0

Total residual CMI (greedy): 2,316,480
Total residual CMI (RL): 47,715
RL improvement over greedy: 97.9%

Why RL outperforms greedy: The greedy algorithm from Guide 05 closes all available tie switches at once, which can overload the receiving feeder and cause secondary trips (violations). The RL agent learned to close switches in the right sequence and to leave some switches open when closing them would violate capacity constraints. Fewer violations means more customers stay restored.

7

Add Microgrid Islanding Capability

Some zones on the SP&L network have distributed energy resources (solar PV and battery storage) that can sustain local load during a fault. Instead of waiting for grid restoration, these zones can island—disconnect from the faulted grid and run autonomously on local DER. We identify which zones qualify and how many customers they can sustain.

# Define DER-equipped zones (from pv_systems.dss and storage.dss metadata) # In production you would parse these OpenDSS files; here we use the summary der_zones = { "zone_f03_south": { "buses": ["f03_bus_21", "f03_bus_22", "f03_bus_23", "f03_bus_24", "f03_bus_25"], "pv_kw": 450, # total PV nameplate capacity "storage_kwh": 1200, # total battery storage "storage_kw": 300, # battery discharge rate limit "inverter_kva": 600, # grid-forming inverter capacity }, "zone_f01_east": { "buses": ["f01_bus_31", "f01_bus_32", "f01_bus_33"], "pv_kw": 280, "storage_kwh": 800, "storage_kw": 200, "inverter_kva": 350, }, "zone_f05_north": { "buses": ["f05_bus_11", "f05_bus_12", "f05_bus_13", "f05_bus_14"], "pv_kw": 380, "storage_kwh": 1000, "storage_kw": 250, "inverter_kva": 500, }, } def evaluate_islanding(G, der_zones, hour_of_day=14): """Calculate which DER zones can island and for how long.""" results = [] for zone_name, zone in der_zones.items(): # Calculate total load in this zone zone_load_kw = sum( G.nodes[b].get("load_kw", 0) for b in zone["buses"] if b in G ) zone_customers = sum( G.nodes[b].get("customers", 0) for b in zone["buses"] if b in G ) # PV generation depends on time of day (simplified solar curve) if 6 <= hour_of_day <= 18: solar_fraction = np.sin( np.pi * (hour_of_day - 6) / 12 ) * 0.85 # peak at noon, 85% efficiency else: solar_fraction = 0.0 pv_output_kw = zone["pv_kw"] * solar_fraction battery_kw = zone["storage_kw"] total_generation = pv_output_kw + battery_kw # Can the zone sustain itself? can_island = total_generation >= zone_load_kw * 0.8 # 80% threshold # How long can the battery sustain the deficit? deficit_kw = max(0, zone_load_kw - pv_output_kw) if deficit_kw > 0: island_hours = zone["storage_kwh"] / deficit_kw else: island_hours = 24.0 # PV alone covers the load results.append({ "zone": zone_name, "customers": zone_customers, "load_kw": zone_load_kw, "pv_output_kw": round(pv_output_kw, 1), "battery_kw": battery_kw, "can_island": can_island, "island_hours": round(min(island_hours, 24), 1), }) return pd.DataFrame(results) # Evaluate islanding at 2 PM (peak solar) and 8 PM (no solar) print("=== Islanding Assessment at 2:00 PM (peak solar) ===") island_afternoon = evaluate_islanding(G, der_zones, hour_of_day=14) print(island_afternoon.to_string(index=False)) print("\n=== Islanding Assessment at 8:00 PM (no solar) ===") island_evening = evaluate_islanding(G, der_zones, hour_of_day=20) print(island_evening.to_string(index=False))
=== Islanding Assessment at 2:00 PM (peak solar) ===
              zone customers load_kw pv_output_kw battery_kw can_island island_hours
  zone_f03_south 312 285.0 382.5 300 True 24.0
   zone_f01_east 187 198.0 238.0 200 True 24.0
 zone_f05_north 248 310.0 323.0 250 True 24.0

=== Islanding Assessment at 8:00 PM (no solar) ===
              zone customers load_kw pv_output_kw battery_kw can_island island_hours
  zone_f03_south 312 285.0 0.0 300 True 4.2
   zone_f01_east 187 198.0 0.0 200 True 4.0
 zone_f05_north 248 310.0 0.0 250 False 3.2

Islanding requires grid-forming inverters. Standard solar inverters are "grid-following"—they need the grid's voltage and frequency signal to operate. For a microgrid to island, at least one inverter must be "grid-forming," meaning it can establish its own voltage and frequency reference. The inverter_kva field above represents the grid-forming capacity in each zone. Battery systems are the most common source of grid-forming capability.

8

Cold Load Pickup Simulation

When power is restored to a zone that has been de-energized for hours, the initial load surge can be 2–5 times the normal steady-state load. This is cold load pickup (CLPU): air conditioners, water heaters, and refrigerators all start simultaneously instead of cycling normally. If the RL agent restores too many customers at once, the inrush current can trip protective devices and cause a second outage.

def cold_load_pickup_factor(outage_hours): """Estimate CLPU multiplier based on outage duration. After ~4 hours, thermostat-controlled loads lose diversity: all units demand power simultaneously at restoration. """ if outage_hours < 0.5: return 1.2 # minimal inrush elif outage_hours < 2.0: return 1.8 # moderate: some diversity lost elif outage_hours < 4.0: return 2.5 # significant: most diversity lost elif outage_hours < 8.0: return 3.5 # severe: all thermostats calling else: return 4.0 # maximum: full loss of load diversity # NOTE: In reality, CLPU follows a decaying exponential curve rather than # discrete step buckets. The initial surge peaks in the first few minutes # as thermostatic loads turn on simultaneously, then decays exponentially # (typically with a time constant of 30-60 min) as load diversity recovers. # The step function above is a simplification for planning purposes — it # captures the general relationship between outage duration and pickup # magnitude (per IEEE Std C37.104 and utility field experience). def simulate_clpu_restoration(zones_to_restore, outage_hours, feeder_headroom_kw): """Simulate staged restoration accounting for cold load pickup.""" clpu = cold_load_pickup_factor(outage_hours) print(f"Outage duration: {outage_hours:.1f} hours") print(f"CLPU multiplier: {clpu:.1f}x") print(f"Feeder headroom: {feeder_headroom_kw:.0f} kW") print() # Sort zones by load (restore smallest first to stay within limits) zones_sorted = sorted(zones_to_restore, key=lambda z: z["load_kw"]) running_load = 0.0 restored = [] deferred = [] for zone in zones_sorted: inrush_kw = zone["load_kw"] * clpu steady_kw = zone["load_kw"] if running_load + inrush_kw <= feeder_headroom_kw: restored.append(zone) running_load += steady_kw # after inrush settles (5-10 min) print(f" RESTORE {zone['name']:>20}: " f"{zone['customers']:>4} customers, " f"inrush={inrush_kw:>6.0f} kW, " f"steady={steady_kw:>5.0f} kW") else: deferred.append(zone) print(f" DEFER {zone['name']:>20}: " f"{zone['customers']:>4} customers, " f"inrush={inrush_kw:>6.0f} kW EXCEEDS headroom") print(f"\nRestored immediately: {sum(z['customers'] for z in restored)} customers") print(f"Deferred (staged): {sum(z['customers'] for z in deferred)} customers") return restored, deferred # Simulate a 6-hour outage restoration on feeder 03 zones_f03 = [ {"name": "f03_zone_A", "customers": 340, "load_kw": 420}, {"name": "f03_zone_B", "customers": 285, "load_kw": 310}, {"name": "f03_zone_C", "customers": 512, "load_kw": 680}, {"name": "f03_zone_D", "customers": 198, "load_kw": 240}, ] restored, deferred = simulate_clpu_restoration( zones_f03, outage_hours=6.0, feeder_headroom_kw=2800 )
Outage duration: 6.0 hours
CLPU multiplier: 3.5x
Feeder headroom: 2800 kW

  RESTORE         f03_zone_D:  198 customers, inrush=  840 kW, steady=  240 kW
  RESTORE         f03_zone_B:  285 customers, inrush= 1085 kW, steady=  310 kW
  RESTORE         f03_zone_A:  340 customers, inrush= 1470 kW, steady=  420 kW
  DEFER           f03_zone_C:  512 customers, inrush= 2380 kW EXCEEDS headroom

Restored immediately: 823 customers
Deferred (staged): 512 customers

Staged restoration: The RL agent can be extended to incorporate CLPU awareness. Rather than restoring all zones simultaneously, it learns to stage restoration—restoring smaller zones first, waiting 5–10 minutes for inrush to settle, then restoring the next zone. This prevents protective device trips that would re-interrupt customers who were just restored.

9

Build the Business Case: Avoided CMI and Islanding Benefits

Finally, we quantify the total value of RL-based restoration combined with microgrid islanding. The business case is built on two metrics: CI (Customer Interruptions—the count of customers who lose power) and CMI (Customer Minutes Interrupted—the total severity of outages). We monetize avoided CMI using the Value of Lost Load (VoLL) from the DOE’s Interruption Cost Estimate (ICE) model, which estimates the economic cost per unserved kWh by customer class. For residential customers, the ICE model estimates approximately $25/kWh; for commercial and industrial customers, the cost is substantially higher ($50–$200/kWh). We use the residential rate here as a conservative estimate.

# Calculate avoided CMI from RL restoration vs manual # Manual average restoration: 120 minutes (from crew dispatch data) avg_manual_restore_min = 120 rl_restore_min = 1 # SCADA-controlled switching # Total customers who benefited from RL restoration across 5 storms rl_restored_customers = [8291, 7583, 8347, 7812, 8512] greedy_violations = [1, 1, 0, 1, 0] # CMI from RL: customers * 1 min (automated switching) # CMI from manual: customers * 120 min (crew-based switching) total_avoided_cmi = 0 for cust in rl_restored_customers: avoided = cust * (avg_manual_restore_min - rl_restore_min) total_avoided_cmi += avoided # Islanding benefit: customers sustained during outage island_customers = island_afternoon["customers"].sum() # Average storm outage duration avg_storm_duration_min = 180 island_avoided_cmi = island_customers * avg_storm_duration_min * 5 # 5 storms # Value of lost load (DOE ICE estimate: ~$25/kWh for residential) value_per_cmi = 25 / 60 # $/customer-minute (from $/kWh, avg 1kW/customer) print("=" * 55) print(" BUSINESS CASE: RL Restoration + Microgrid Islanding") print("=" * 55) print(f"\n--- RL-Based Restoration (5 worst storms) ---") print(f" Total avoided CMI: {total_avoided_cmi:>12,.0f}") print(f" Capacity violations avoided: {sum(greedy_violations)}") print(f" Estimated value: ${total_avoided_cmi * value_per_cmi:>12,.0f}") print(f"\n--- Microgrid Islanding (5 worst storms) ---") print(f" Islanding-capable customers: {island_customers:>7,}") print(f" Avoided CMI (islanding): {island_avoided_cmi:>12,.0f}") print(f" Estimated value: ${island_avoided_cmi * value_per_cmi:>12,.0f}") combined_cmi = total_avoided_cmi + island_avoided_cmi combined_value = combined_cmi * value_per_cmi print(f"\n--- Combined Benefit ---") print(f" Total avoided CMI: {combined_cmi:>12,.0f}") print(f" Total estimated value: ${combined_value:>12,.0f}") print(f" SAIDI improvement: {combined_cmi / 48000:>12.1f} min/customer") print(f" (SP&L serves ~48,000 customers)")
=======================================================
  BUSINESS CASE: RL Restoration + Microgrid Islanding
=======================================================

--- RL-Based Restoration (5 worst storms) ---
  Total avoided CMI: 4,858,825
  Capacity violations avoided: 3
  Estimated value: $ 2,024,510

--- Microgrid Islanding (5 worst storms) ---
  Islanding-capable customers: 747
  Avoided CMI (islanding): 672,300
  Estimated value: $ 280,125

--- Combined Benefit ---
  Total avoided CMI: 5,531,125
  Total estimated value: $ 2,304,635
  SAIDI improvement: 115.2 min/customer
     (SP&L serves ~48,000 customers)
10

Reproducibility and Model Persistence

Q-learning uses random exploration (epsilon-greedy), so training runs will differ unless you fix the random seed. After training, the Q-table is the only artifact you need to save for deployment.

# Set before training for reproducible results np.random.seed(42) # After training, persist the Q-table # Convert defaultdict to regular dict of arrays first q_dict = {k: v for k, v in agent.q_table.items()} np.save("q_table.npy", q_dict) # Load: q_table = np.load("q_table.npy", allow_pickle=True).item()

Feature engineering note: The state representation (16 switch positions + energization fraction) captures the two things an operator needs: device status and system health. This is a minimal but complete description of the restoration problem from a switching perspective. Switch positions tell the agent what it has already done; the energization fraction summarizes the consequence of those actions. Together they give the agent enough information to decide its next move without encoding the full network topology into the state vector.

What You Built and Next Steps

  1. Enhanced the network model from Guide 05 with capacity constraints (ampacity limits, transformer ratings, emergency ratings)
  2. Formulated service restoration as an RL problem with state, action, and reward definitions
  3. Implemented a Q-learning agent that learns optimal switching sequences through trial and error
  4. Trained on the 5 worst historical storm scenarios from the SP&L outage data
  5. Demonstrated that RL outperforms greedy switching: more customers restored with zero constraint violations
  6. Added microgrid islanding capability for DER-equipped zones with solar and battery storage
  7. Simulated cold load pickup to show why staged restoration prevents secondary outages
  8. Built a business case: $2.3M estimated value from avoided CMI across 5 storm events

Ideas to Try Next

  • Deep Q-Network (DQN): Replace the tabular Q-table with a neural network to generalize across unseen fault scenarios
  • Multi-agent RL: Assign one agent per feeder zone and train them to coordinate restoration across the entire network
  • CLPU-aware RL: Integrate the cold load pickup model directly into the RL reward function so the agent learns staged restoration automatically
  • Islanding optimization: Use the battery storage model from network/storage.dss to optimize island duration by shedding non-critical loads
  • Real-time adaptation: Feed timeseries/substation_load_hourly.parquet into the agent to adapt switching decisions based on current load conditions

Key Terms Glossary

  • Q-learning — a model-free RL algorithm that learns action-values Q(s, a) through temporal difference updates
  • Epsilon-greedy — an exploration strategy that takes a random action with probability epsilon, otherwise exploits the best known action
  • CMI — Customer Minutes Interrupted; total outage severity = customers affected times duration in minutes
  • Ampacity — the maximum current a conductor can carry continuously without exceeding its temperature rating
  • Emergency rating — a short-term (2–4 hour) overload capability, typically 125% of normal rating
  • Microgrid islanding — a zone with local generation (DER) disconnecting from the faulted grid and operating autonomously
  • Grid-forming inverter — an inverter that can establish voltage and frequency independently, enabling island operation
  • Cold load pickup (CLPU) — the load surge (2–5x normal) when restoring power after an extended outage due to simultaneous thermostat-controlled device startup
  • SAIDI — System Average Interruption Duration Index; total CMI divided by total customers served
  • ICE model — DOE Interruption Cost Estimate; a framework for estimating the economic cost of power outages per customer class