Pathways to digital substations: a comparative case study

Authors

Keywords:

Digitalization, Digital substations, Substation technologies, Substation automation systems

Abstract

Electrical substations must keep their critical task of providing the power grid safe, reliable, protected, and manageable electricity flow within the context of increased digitalization in the power sector. On one hand, digital substation automation systems enable novel capabilities and functions, but on the other hand utilities must effectively manage such transformation while keeping their assets in operation. This paper presents an overview of how substations of different epochs are designed, operated and maintained in a practice-centered context of a Brazilian transmission utility. Drawing from a comparative case study based on a theoretical classification model, three high-voltage substations with different degrees of digitalization are analyzed regarding their automation system's design, features, lifetime upgrades, and future implications. The study shows that real-world conditions present challenges to operators and utilities retrofit existing substations in modernization efforts. There is a strong tendency to digitalize substation automation systems based on the IEC 61850, but the implementation of a process bus is still not widespread. Contrasting the cases with the academic literature reveals there are still areas that require further development to be competitively implemented by utilities, such as the usage of low-power instrument transformers, and that utilities must actively prepare to leverage the long-term benefits of those installations. Particularly in Brazil, extensive upcoming investment in such facilities are expected. As such, this study contributes to the understanding and discussion of the role of digital technologies in substations and their relationship to the professional practice of transmission utilities.

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Author Biographies

Gabriel Rodrigues Santos, Polytechnic School of the University of São Paulo

Gabriel Rodrigues Santos is a researcher at the University of Sao Paulo (USP), Sao Paulo, Brazil. He received the Ph. D. (2025) and B. Sc. (2021) degrees in Industrial Engineering from the Polytechnic School of the University of Sao Paulo. His research spans industry 4.0 and digital transformation in the energy sector, smart grids, the assessment of digital substations, electrified transportation, technological innovation, and R&D management.

Eduardo Zancul, University of São Paulo

Eduardo Zancul is an Associate Professor with the Industrial Engineering Department of the Polytechnic School of the University of Sao Paulo (USP), Sao Paulo, Brazil. He received the Ph. D. (2009) and M. Sc. (2000) in Industrial Engineering, and the B.Sc. degree in Mechanical Engineering (1997) from the Engineering School of Sao Carlos, Brazil, with a research period at the RWTH Aachen University. His research interests include innovation management, entrepreneurship, product development process management, engineering education, and industry 4.0.

Erik Eduardo Rego, University of São Paulo

Erik Eduardo Rego is a Professor with the Polytechnic School of the University of Sao Paulo (USP), Sao Paulo, Brazil, and a consultant in the field. He received the Ph.D. (2012) and M.Sc. (2007) in Energy, and the B.Sc. in Industrial Engineering (2000) and Economics (2004), all degrees from the University of Sao Paulo. He was the Director of Electricity Studies of the Energy Research Office (EPE). His research interests include energy economics, planning, auctions, economic regulation in energy markets, and engineering economics.

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Published

2025-11-01

How to Cite

Rodrigues Santos, G., Zancul, E., & Rego, E. E. (2025). Pathways to digital substations: a comparative case study. IEEE Latin America Transactions, 23(12), 1297–1304. Retrieved from https://latamt.ieeer9.org/index.php/transactions/article/view/9636

Issue

Section

Electric Energy