1.3. Literature Review
The optimal planning of distribution systems, encompassing both feeder routing and conductor assignment, has been extensively studied in the specialized literature. This subsection discusses some of the most relevant research contributions in the field.
The authors of [
14] explored the integration of radiality constraints into optimization models for distribution systems, emphasizing their necessity in planning and operational models due to the radial nature of these networks. Their study provided a literature review, a critical analysis, and a systematic approach to incorporating these constraints into mathematical formulations. This research demonstrated that radiality constraints can be efficiently formulated and applied to network reconfiguration and expansion planning while ensuring the required topology. Furthermore, it generalizes these constraints, extending their applicability to various optimization problems in power distribution systems.
In [
15], the authors analyzed the expansion of power distribution systems driven by increasing electricity demand in urban and industrial sectors. They proposed a multi-criteria decision-making approach using the CRITIC method to optimize network design by evaluating voltage profiles, power losses, current levels, and conductor costs. The methodology was validated on the IEEE 34-bus system using Matpower in Matlab, generating a decision matrix with 210 alternatives. The results demonstrated that the proposed method effectively balances quality, efficiency, and cost in distribution network planning.
Another study [
1] addressed the optimal expansion of AC medium-voltage distribution grids for rural applications using a heuristic approach. Feeder routes were selected via a minimum spanning tree (MST) formulation, while conductor calibers were initially assigned based on the maximum expected load current. A tabu search algorithm (TSA) refined the solution using three-phase power flow simulations under varying load conditions. Numerical tests on 9- and 25-node feeders showed that the proposed method effectively reduced planning costs, with the heuristic conductor selection covering at least 70% of the final optimal calibers, enhancing the TSA’s performance.
In [
8], a constructive heuristic algorithm was proposed to solve the complex mixed binary nonlinear programming problem of distribution system planning. This approach incorporates a local improvement phase and a branching technique to enhance solution quality. A sensitivity index, derived from a relaxed distribution system planning formulation, guides the addition of circuits or substations. Numerical tests on two benchmark systems and a real distribution network demonstrated the effectiveness of the proposed method.
The authors of [
16] developed a bi-objective optimization model for distribution network expansion that integrates system reconfiguration and operational reliability. Using the non-dominated sorting genetic algorithm II and heuristic techniques, this approach efficiently solved the embedded optimization subproblem. Tested on IEEE 33- and 70-bus systems, it achieved over 200 times faster computation than existing methods.
In [
17], the authors analyzed the distribution system reconfiguration problem, adjusting interconnection switches to optimize technical-economic benefits, such as loss minimization. A comparative assessment of classical optimization models and metaheuristic approaches was conducted using standardized metrics to eliminate implementation and hardware discrepancies. The results on the test systems (comprising 33, 136, and 417 buses) revealed that linear and conic programming models efficiently solved the problem in small-to-medium networks, while metaheuristics outperformed classical methods in large-scale systems due to their lower computational effort.
The authors of [
18] studied the impact of reliability considerations on the configuration and planning costs of radial networks. A direct search technique was implemented to minimize planning costs while leveraging the principle of optimality to enhance computational efficiency by reducing the total number of radial paths. Reliability indices were calculated to assess different feeder configurations, and the methodology was tested for optimal feeder routing with varying numbers of substations. This study provides insights into the trade-off between optimality and reliability in complex feeder configurations, demonstrating the effectiveness of the proposed approach for multi-substation distribution networks.
In [
19], the authors presented a novel dynamic programming approach for the multi-objective planning of electrical distribution systems. The proposed method simultaneously optimizes feeder routes and branch conductor sizes by minimizing two key objectives: (i) installation and operating costs and (ii) interruption costs. The first objective accounts for new feeder and substation installation costs, maintenance expenses, and energy losses, while the second evaluates network reliability through non-delivered energy, repair, and customer damage costs. A dynamic programming-based algorithm was developed to generate a set of Pareto-optimal solutions via weighted aggregation. The approach was validated on 21-, 54-, and 100-node systems, and a comparative analysis against multi-objective evolutionary algorithms was conducted, demonstrating the proposal’s effectiveness.
The authors of [
20] developed a simple algorithm for distribution system planning in large areas, focusing on optimal substation placement and feeder routing. The main objective was to determine the optimal substation location by minimizing costs while ensuring a radial system structure. The study also incorporated feeder routing with four types of conductors in order to enhance cost efficiency. Unlike traditional approaches that use a single conductor type, this method selects different conductors for various segments of the network to further reduce costs. The proposed approach ensures an optimal balance between investment and operational efficiency in distribution system expansion.
The authors of [
21] presented a comprehensive methodology for rural electrification based on open data, georeferencing, and a mixed-integer linear programming model that minimizes the net present cost of the electrical system while considering investment, operation, maintenance, and residual value. The proposed approach is structured into four stages: demand estimation, hybrid microgrid sizing, internal network design, and integrated area-level optimization. It was validated in Butha-Buthe (Lesotho), where 72 communities were electrified, achieving 100% renewable energy solutions in more than 50% of the cases. However, the linearization of the formulation limits the ability to accurately represent nonlinear phenomena, and the sequential network design approach may restrict the identification of global optima.
The research in [
22] proposed a strategy for rural electrification planning using a geographic information system-based approach, graph theory, and topographic analysis, with the goal of generating realistic electrical network topologies. The objective function aimed to minimize the total investment cost of the grid while considering both line routing and conductor selection under capacity constraints. The methodology was implemented in the GISEle tool, which combines population density analysis via clustering, Steiner tree generation, and balanced power flow analysis. The model was validated through a case study in Cavalcante (Brazil), achieving a 47% reduction in deployment costs compared with solutions based solely on MSTs. However, by structuring the optimization process in sequential stages (first topology design and then electrical component allocation), the model may limit the search for global optima, particularly in scenarios where routing and electrical sizing decisions are strongly interdependent.
On the other hand, the authors of [
23] proposed a mixed-integer conic programming model for routing in balanced distribution systems, which was solved using the AMLP solver in CPLEX. This study focused on minimizing the system’s daily energy losses. Simulations on test systems with up to 203 nodes demonstrated the model’s effectiveness in reducing losses. Moreover, comparisons with other techniques highlighted the robustness and efficiency of the proposed approach in terms of solution quality and processing times.
For their part, the authors of [
24] proposed a methodology based on the Harris hawks optimizer for distribution system routing, which focused on minimizing power losses under specific load conditions while maintaining a radial configuration. Validated on balanced systems with 33, 85, and 295 nodes, the strategy demonstrated efficiency compared with other metaheuristic techniques. The authors also analyzed computational times, although they did not perform a statistical analysis to assess the repeatability of the method.
In [
25], the routing problem for distribution systems was addressed using a genetic algorithm, ensuring the feasibility of individuals through a heuristic stage that guaranteed a radial configuration. The objective was to minimize both energy losses and the line loading index. This methodology was validated on systems with 33, 1760, and 4400 nodes, demonstrating efficiency and applicability. Although the results were compared against those of other methods and computational times were analyzed, the authors did not include a statistical analysis to ensure repeatability of the approach.
In this literature review, the following key aspects were observed:
- 1.
Multiple studies underscore the importance of preserving a radial network structure in optimization models for distribution planning, as it provides both computational tractability and operational feasibility.
- 2.
Techniques such as multi-criteria decision making, dynamic programming, and metaheuristic methods have been proven to be effective in balancing cost, reliability, and operational efficiency for network expansion and reconfiguration problems.
- 3.
Heuristic algorithms, spanning tree formulations, and sensitivity-driven procedures are frequently employed for feeder routing and conductor selection, enabling cost reductions while enhancing network performance across a range of applications.
1.4. Novelty and Contributions
While the methodologies presented in the previous subsection have advanced the state of knowledge in distribution network planning, several methodological gaps remain. In particular, many approaches treat network topology design and conductor sizing as decoupled subproblems, which can lead to suboptimal configurations when the interdependence between routing decisions and electrical parameters is not fully captured. Moreover, although some studies incorporated operational factors such as reliability or load variation, they often relied on linear or piecewise-linear models, which cannot accurately represent the nonlinear nature of power flow equations, especially in medium- and low-voltage networks.
Another critical limitation is the reliance on heuristics and metaheuristics which, while useful for large-scale problems, do not guarantee global optimality and are often sensitive to parameter tuning and the initial conditions. In practice, these techniques may overlook high-quality solutions in highly combinatorial decision spaces, particularly when dealing with unbalanced, multi-phase rural distribution systems and diverse conductor options.
As a result, there is a need for a more comprehensive approach that integrates expansion planning, conductor assignment, and operational constraints while ensuring optimality and scalability for rural distribution networks.
In light of these observations, this study makes the following key contributions:
- 1.
A novel and comprehensive MINLP formulation is proposed to simultaneously solve the distribution feeder routing and conductor sizing problems in rural distribution networks. Unlike existing methods, which decouple these stages or rely on approximations, the proposed model accurately captures the nonlinearities of power flows and preserves the radial topology, providing a mathematically rigorous and integrated optimization framework.
- 2.
The proposed approach demonstrates superior performance in comparison with state-of-the-art heuristics, particularly the tabu search algorithm combined with MST topology generation [
1]. According to numerical experiments conducted on 9- and 25-node test systems with 14 and 42 candidate lines as well as seven available conductor types, the MINLP model achieved substantial reductions regarding total planning costs and energy losses over a 20-year horizon.
- 3.
In addition to delivering globally optimal solutions, the methodology allows for a detailed exploration of the trade-offs between investment and operating costs, providing planners with a long-term perspective that is critical for infrastructure development in rural and under-resourced areas. The use of exact optimization ensures transparency, repeatability, and robustness, which are essential in academic and practical applications alike.
To efficiently solve the formulated MINLP problem, this research employs an exact optimization approach that integrates the branch-and-bound method with an interior-point solver. This implementation leverages state-of-the-art optimization tools available in Julia software through the JuMP optimization environment, ensuring computational efficiency and robustness in solving problems that involve large-scale distribution networks.
Within the scope of this research, it is essential to highlight three key considerations. First, the distribution planning problem for rural networks is formulated as an optimization problem with a single distribution substation that is solely responsible for meeting the energy demands of all end users in the network. Second, the optimization process is conducted under peak load operating conditions, representing the most critical scenario, where all of the selected conductor sizes must safely accommodate the maximum current demands while maintaining their conduction properties and ensuring reliable operation. Finally, the set of possible distribution feeder routes is predefined by the distribution company based on a comprehensive feasibility study that considers the geographical constraints of the rural areas benefiting from the network expansion.