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docs/user_guide/mathematical_descriptions/basic_component.md

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with $n_\text{c,l} \in \mathbb{R}_0^+$ if the capacity is modeled as a continuous value, and with
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$n_\text{c,l} \in \mathbb{N}_0^+$ if the capacity is modeled as discrete value.
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The variable $n_\text{c,l}$ describes the number of installed plant units for each component and location,
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and the parameter $K^\text{unit}_\text{c}$ describes the capacity per plant unit.
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Furthermore, the component can be modeled together with a binary design decision variable
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$b_\text{c,l}\in\left\{0,1\right\}$ if its boolean parameter $B_\text{c}$ is set to true (=1).
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The consideration of the binary decision variables is enforced in the model for all $b_\text{c,l}$ by the constraint
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$b_\text{c,l}\in\left\{0,1\right\}$, for all locations $\text{l}\in\mathcal{L}_\text{c}$, if its boolean
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parameter $B_\text{c}$ is set to true (=1). This modeling approach is based on the work of
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[Bemporad and Morari (1999)](https://doi.org/10.1016/S0005-1098(98)00178-2) who give a general description
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and discussion of this approach in the context of linear integer programming. The optimal value of
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$b_\text{c,l}$ states whether a component is built (=1) or not built (=0). The consideration of the
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binary decision variables is enforced in the model for all $b_\text{c,l}$ by the constraint
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$$
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\begin{aligned}
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$$
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where $\text{M}_\text{c}\in\mathbb{R}_0^{+}$. The constraint enforces that $b_\text{c,l} = 1$ if
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$k_\text{c,l} > 1$.
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$k_\text{c,l} > 1$. The parameter $\text{M}_\text{c}$ has to be chosen large enough such that it does not
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function as an upper limit on the capacity.
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Lower and upper boundaries can be specified for the capacity variables. Lower bounds are enforced by
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Lower and upper boundaries can be specified for the capacity variables of the component. Lower bounds are
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enforced, if $\text{K}^\text{min}_\text{c,l} \in\mathbb{R}^{\geq0}$ is defined for all
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$\text{l} \in\mathcal{L}_\text{c}$ of this component, by
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$$
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\begin{aligned}
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\end{aligned}
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$$
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Upper bounds are enforced by
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Upper bounds are enforced, if $\text{K}^\text{max}_\text{c,l}\in\mathbb{R}^{\geq0}$ is defined for all
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$\text{l} \in\mathcal{L}_\text{c}$, by
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$$
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\begin{aligned}
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\end{aligned}
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$$
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Fixed values can be individually specified for the capacity and binary decision variables by
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Moreover, for both the capacity and the binary decision variables, fixed values can be individually specified
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for a component by
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$$
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\begin{aligned}
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k_\text{c,l} &~=~~ && K^\text{fix}_\text{c,l}~~\text{and} \\
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k^\text{bin}_\text{c,l} &~=~~ && K^\text{bin,fix}_\text{c,l}~~.
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k^\text{bin}_\text{c,l} &~=~~ && K^\text{bin,fix}_\text{c,l}~~,
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\end{aligned}
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$$
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if $K^\text{fix}_\text{c,l} \in\mathbb{R}^{\geq0},~K^\text{bin,fix}_\text{c,l} \in \left\{0,1\right\}$
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are defined for all $\text{l}\in\mathcal{L}_\text{c}$, respectively.
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## Basic Time-Dependent Variables and Constraints
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Operational variables $o_{\omega \text{,l,} \theta}\in\mathbb{R}^{\geq0}$ are declared for all operation
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types of a component $\omega \in \Omega$, for all locations $\text{l}\in\mathcal{L}^\text{c}$ and for all
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periods and time steps $\theta \in \Theta$.
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periods and time steps $\theta \in \Theta$. The compound index set $\Omega$ is individually defined in the
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respective component extension and describes which modes $m \in \mathcal{M}$ need to be considered for
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component $c \in \mathcal{C}$. The compound index sets are described in
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[Compound Index Sets](parameters_and_sets.md#compound-index-sets).
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Each operation variable of a component modeled with a physical capacity ($K_\text{c} = 1$) is limited in
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one of four ways:
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Each operation variable of a component that is modeled with a physical capacity ($K_\text{c} = 1$) is
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limited in one of four ways.
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1. Limited by capacity and a time-independent factor $\text{a}_{\omega}\in\mathbb{R}^{\geq0}$ (default: 1):
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First, the operation variable is limited by
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$$
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\begin{aligned}
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o_{\omega \text{, l,} \theta} ~\leq~ \text{T}^\text{hours} \cdot \text{a}_{\omega} \cdot k_\text{c,l}
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\end{aligned}
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$$
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2. Fixed to a relative operation rate $\text{R}^\text{fix}_{\text{c,l,} \theta}$:
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if the operation of the component is merely limited by its capacity and a time-independent factor
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$\text{a}_{\omega}\in\mathbb{R}^{\geq0}$ (default: 1) with $\omega \in \Omega$.
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Second, the operation variable is fixed to
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$$
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\begin{aligned}
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o_{\omega \text{,l,} \theta} ~=~ \text{T}^\text{hours} \cdot \text{R}^\text{fix}_{\text{c,l,} \theta} \cdot k_\text{c,l}
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\end{aligned}
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$$
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3. Limited by a maximum relative operation rate $\text{R}^\text{max}_{\text{c,l,} \theta}$:
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if a fixed, relative operation rate $\text{R}^\text{fix}_{\text{c,l,} \theta}$ is specified for all
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locations $\text{l}\in\mathcal{L}_\text{c}$ and for all periods and time steps $\theta \in \Theta$.
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Third, the operation rate is limited by
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$$
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\begin{aligned}
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o_{\omega \text{,l,} \theta} ~\leq~ \text{T}^\text{hours} \cdot \text{R}^\text{max}_{\text{c,l,} \theta} \cdot k_\text{c,l}
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\end{aligned}
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$$
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4. Bounded below by a minimum relative operation rate $\text{R}^\text{min}_{\text{c,l,} \theta}$:
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if a maximum, relative operation rate $\text{R}^\text{max}_{\text{c,l,} \theta}$ is specified for all
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locations $\text{l}\in\mathcal{L}_\text{c}$ and for all periods and time steps $\theta \in \Theta$.
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Lastly, the operation rate is bounded below by
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$$
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\begin{aligned}
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o_{\omega \text{,l,} \theta} ~\geq~ \text{T}^\text{hours} \cdot \text{R}^\text{min}_{\text{c,l,} \theta} \cdot k_\text{c,l}
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\end{aligned}
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$$
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if a minimum, relative operation rate $\text{R}^\text{min}_{\text{c,l,} \theta}$ is specified for all
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locations $\text{l}\in\mathcal{L}_\text{c}$ and for all periods and time steps $\theta \in \Theta$.
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Each operation variable of a component which is modeled without a physical capacity ($K_\text{c} = 0$) is
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limited in one of three ways. The operation variable is fixed to
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$$
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\begin{aligned}
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o_{\omega \text{,l,} \theta} ~=~ \text{T}^\text{hours} \cdot \text{R}^\text{fix}_{\text{c,l,} \theta}
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\end{aligned}
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$$
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if a fixed, relative operation rate $\text{R}^\text{fix}_{\text{c,l,} \theta}$ is specified for all
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locations $\text{l}\in\mathcal{L}_\text{c}$ and for all periods and time steps $\theta \in \Theta$. This
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constraint can apply, for example, to the model of an electricity demand.
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The operation variable is limited by
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$$
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\begin{aligned}
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o_{\omega \text{,l,} \theta} ~\leq~ \text{T}^\text{hours} \cdot \text{R}^\text{max}_{\text{c,l,} \theta}
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\end{aligned}
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$$
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if a maximum, relative operation rate $\text{R}^\text{max}_{\text{c,l,} \theta}$ is specified for all
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locations $\text{l}\in\mathcal{L}_\text{c}$ and for all periods and time steps $\theta \in \Theta$. This
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constraint can apply, for example, to the model of an optional commodity import.
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The operation variable is limited by
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$$
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\begin{aligned}
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o_{\omega \text{,l,} \theta} ~\geq~ \text{T}^\text{hours} \cdot \text{R}^\text{min}_{\text{c,l,} \theta}
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\end{aligned}
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$$
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if a minimum, relative operation rate $\text{R}^\text{min}_{\text{c,l,} \theta}$ is specified for all
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locations $\text{l}\in\mathcal{L}_\text{c}$ and for all periods and time steps $\theta \in \Theta$.
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## Basic Inter-Component Constraint Contributions
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Inter-component constraint contributions are defined to model constraints which affect multiple components.
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\end{aligned}
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$$
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if the component is modeled with a physical capacity. Otherwise, $NPV^\text{K}_\text{c,l}$ is set to 0.
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The parameters $\hat{X}^{\text{capex}_\text{K}}_\text{c,l}$ [costUnit/nominalCapacity] and
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$\hat{X}^{\text{opex}_\text{K}}_\text{c,l}\in\mathbb{R}^{\geq0}$ [costUnit/(nominalCapacity$\cdot$a)]
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describe the capital and annual operational expenditures in relation to the capacity. The parameter
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$\text{F}^\text{K}_\text{c,l}$ can be defined individually for a component (default: 1).
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The total annual cost contributions related to the binary decision variables are determined by
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$$
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\end{aligned}
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$$
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The total annual cost contributions related to the operation are determined by the individual component
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model extensions.
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if the component is modeled with binary decision variables. Otherwise $NPV^\text{B}_\text{c,l}$ is set to 0.
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The parameters $\hat{X}^{\text{capex}_\text{B}}$ [costUnit] and
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$\hat{X}^{\text{opex}_\text{B}}\in\mathbb{R}^{\geq0}$ [costUnit/a] describe the capital and annual
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operational expenditures which arise if the component is built. The parameter $\text{F}^\text{B}_\text{c,l}$
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can be defined individually for a component (default: 1). The factor
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$$
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\begin{aligned}
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&\text{CCF}_\text{c,l} = \frac{1}{\text{WACC}_\text{c,l}}-\frac{1}{\left(1+\text{WACC}_\text{c,l}\right)^{\text{T}^\text{EL}_\text{c}}\cdot\text{WACC}_\text{c,l}}
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\end{aligned}
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$$
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is applied to determine the annuity of the respective invest for one calendar year. Thus,
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$\text{WACC}_\text{c,l}\in(0,1]$ is the weighted average cost of capital and
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$T^\text{EL}_\text{c}\in\mathbb{Z}_0^{+}$ [a] is the economic lifetime of the component in years.
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With the combination of a capacity-dependent and a capacity-independent cost factor, a simplified nonlinear
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*economy-of-scale* approach is realized. The operation related total annual cost contributions are
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determined by
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$$
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\begin{aligned}
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&NPV^\text{O}_\text{c,l} = \hspace{-3pt}
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\sum\limits_{\substack{\theta \\ \in~\Theta}}\hspace{4pt}
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\sum\limits_{\substack{\text{m} \\ \in~\mathcal{M}_\text{c}}}
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\text{F}^\text{O}_{\omega \text{,l}}\hspace{-3pt}\cdot o_{\omega\text{,l,} \theta} \cdot \frac{f\left(p\right)}{\text{T}^\text{years}}
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\end{aligned}
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$$
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where $F^\text{O}_{\omega \text{,l}}$ [costUnit/(nominalCapacity$\cdot$h)] is defined in the individual
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component model extensions.

docs/user_guide/mathematical_descriptions/conversion.md

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The conversion factor $\text{cf}_\text{c,g}\in\mathbb{R}$ is by convention negative if a commodity is consumed
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and positive if a commodity is generated. The nominal conversion factor
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$\big|\text{cf}_\text{c,g$^\text{nominal}$} \big|$ is set to 1.
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$\big|\text{cf}_{\text{c,g}^\text{nominal}} \big|$ is set to 1.
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## Specification of Objective Function Contributions
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docs/user_guide/mathematical_descriptions/inter_component.md

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$$
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\begin{aligned}
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&\sum\limits_{\text{c}~\in~\mathcal{C}_\text{g,l}} &&C_\text{c,g,l,$\theta$} ~=~ 0~.
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&\sum\limits_{\text{c}~\in~\mathcal{C}_\text{g,l}} &&C_\text{c,g,l,\theta} ~=~ 0~.
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\end{aligned}
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$$
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The definition of $C_\text{c,g,l,$\theta$}$ is given in the component model extensions.
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The definition of $C_\text{c,g,l,\theta}$ is given in the component model extensions.
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## Shared Potential Constraints
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Two or more components can share a potential in an energy system. The framework ensures that for each
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location/connection where a shared potential is specified, the share on the maximum capacity of all
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components with the same identifier does not exceed 100%. Each component for which a maximum capacity is
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defined can be associated with the shared potential by setting the parameter
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$\text{sharedPotentialID}_\text{c}=\text{sharedPotentialID}$.
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As already explained in the *Basic* component model, two or more components can share a potential in an
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energy system. The framework ensures that for each location/connection where a shared potential is specified,
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the share on the maximum capacity of all components with the same identifier does not exceed 100%. Each
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component for which a maximum capacity is defined can be associated with the shared potential by setting the
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parameter $\text{sharedPotentialID}_\text{c}=\text{sharedPotentialID}$ (default: $\emptyset$).
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Let $\mathcal{I}^\text{ID}$ be the set containing all shared potential IDs and let $\mathcal{L}^\text{ID}$ be
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the set of locations or connections at which components compete for a maximum potential, respectively. The

docs/user_guide/mathematical_descriptions/objective_function.md

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\sum\limits_{year=ip-\text{ipEconomicLifetime}}^{ip}
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\text{F}^\text{comp,bin}_\text{loc,year}
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\cdot \left( \frac{\text{investPerCap}^\text{comp}_\text{loc,year}}{\text{CCF}^\text{comp}_\text{loc,year}}
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+ \text{opexPerCap}^\text{comp}_\text{loc,year} \right) \cdot commis^\text{comp}_\text{loc,year}
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+ \text{opexPerCap}^\text{comp}_\text{loc,year} \right) \cdot \text{commis}^\text{comp}_\text{loc,year}
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\cdot \text{APVF}^\text{comp}_\text{loc} \cdot \text{discFactor}^\text{comp}_\text{loc,ip}
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$$
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design^\text{comp}_\text{bin, \ loc,ip} =
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\sum\limits_{year=ip-\text{ipEconomicLifetime}}^{ip}
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\text{F}^\text{comp,bin}_\text{loc,year} \cdot \left( \frac{\text{investIfBuilt}^\text{comp}_\text{loc,year}} {\text{CCF}^\text{comp}_\text{loc,year}}
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+ \text{opexIfBuilt}^\text{comp}_\text{loc,year} \right) \cdot bin^\text{comp}_\text{loc,year}
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\cdot \text{APVF}^\text{comp}_\text{loc} \cdot discFactor^\text{comp}_\text{loc,ip}
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+ \text{opexIfBuilt}^\text{comp}_\text{loc,year} \right) \cdot \text{bin}^\text{comp}_\text{loc,year}
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\cdot \text{APVF}^\text{comp}_\text{loc} \cdot \text{discFactor}^\text{comp}_\text{loc,ip}
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$$
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The operation variables $op^\text{comp}_\text{loc,ip}$ contribute to the objective function with
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With the annuity present value factor (Rentenbarwertfaktor):
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$$
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\text{APVF}^{comp}_{loc} = \frac{(1 + \text{interestRate}^{comp}_{loc})^{interval} - 1}{\text{interestRate}^{comp}_{loc} \cdot
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(1 + \text{interestRate}^{comp}_{loc})^{interval}} \text{ if } \text{interestRate}^{comp}_{loc} \neq 0 \text{ else } 1
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\text{APVF}^\text{comp}_\text{loc} = \begin{cases} \dfrac{(1 + \text{interestRate}^\text{comp}_\text{loc})^\text{interval} - 1}{\text{interestRate}^\text{comp}_\text{loc} \cdot (1 + \text{interestRate}^\text{comp}_\text{loc})^\text{interval}} & \text{if } \text{interestRate}^\text{comp}_\text{loc} \neq 0 \\ 1 & \text{else} \end{cases}
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$$
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and the discount factor
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$$
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\text{discFactor}^{comp}_{loc,ip} = \frac{1+\text{interestRate}^{comp}_{loc}}{(1+\text{interestRate}^{comp}_{loc})^{ip \cdot
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\text{discFactor}^\text{comp}_\text{loc,ip} = \frac{1+\text{interestRate}^\text{comp}_\text{loc}}{(1+\text{interestRate}^\text{comp}_\text{loc})^{ip \cdot
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\text{interval}}}
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$$
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