Development of a Global Infrastructure for Integrating Metering and Customer Communications into Utility and Energy Service Operations

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1 Development of a Global Infrastructure for Integrating Metering and Customer Communications into Utility and Energy Service Operations Joe Hughes Sr. Technical Manager EPRI Palo Alto, California 1

2 EPRI s Historic Role CIGRE European Conference 2

3 CIGRE 2004: Interoperability Demonstration for Substation Equipment 3

4 Presentation Structure Vision and What May Be Possible Present Challenges Some of the Work Underway 4

5 Customer Communications Architecture Scope (Real Time Pricing RTP Example) 5

6 Industry Level Architecture Crosses Many Distributed Computing Environments Market participants Corporate Utility External Corporations 6

7 Vision:Resource Leveraging: Intelligent Equipment Can Support Many Applications *but also increases exposure Billing 7

8 Intelligrid Key Concept: Use a Common Language for Communications ANSI Standard Communications Envelope Data Packet C12.22 Device Network Communications Information Address Revenue Meter Meter Data Message Letter End Device (Meter) 0 - Identification Registers LoadProfile Events... UCA TM MeterInc. Model 12b 2 Phase, 120VAC, 200A 8

9 TM What is A Common Language? Master Station Computer Communications Interfaces Intelligent- Communicating Remote Device (Meter) U C A MeterInc. Model 12b 2 Phase, 120VAC, 200A 1. Physical Communications Media 2. Communications Envelope 3. Communications Message Object 9

10 TM TM TM Background on Layered Communications Master Station Computer Wireless U C A MeterInc. Model 12b 2 Phase, 120VAC, 200A Brand X Fiber Optic Brand Y U C A MeterInc. Model 12b 2 Phase, 120VAC, 200A Wired Brand Z U C A MeterInc. Model 12b 2 Phase, 120VAC, 200A 10

11 OSI Basic Reference Model: How Can We Effectively Layer the Problem? New Paradigms? Application (Central) 7:Application 6:Presentation 5: Session 4:Transport 3: Network 2: Data Link 1: Physical Application Level Language Application Communications TCP/IP, OSI ATM, ISDN Communications Transport Application (Remote) 7:Application 6:Presentation 5: Session 4:Transport 3: Network 2: Data Link 1: Physical 11

12 Situation Analysis: AMI Characteristics Utilities under pressure to design and deploy AMI systems Characteristics of proposed AMI systems: Massively scaled to millions of devices Meter resources integrated with Distribution Operations Integration with customer premise interface equipment (Gateways) Systems will cut across traditional industry lines including telecommunications, building automation, utility operations and other 12

13 Presentation Structure Vision and What May Be Possible Present Challenges Some of the Work Underway 13

14 TM TM TM Security Architecture Must Encompass Varied Systems and Security Domains Consistent Implementation of Security Policies Wireless Data U C A Brand X Monitoring, Other Fiber Optic Data Encryption U C A Brand Y Intrusion Detection, Forensics, Other Wired Data Access Controls U C A Brand Z 14

15 Challenges: Home Automation Standards X-10 CEBus LonWorks Smarthouse Digital Convergence X-10 CEBus Lonworks Smarthouse Firewire CAL/HPnP Home RF Bluetooth SWAP WLIF Home PNA Home API HES SNAP HOP UPnP ATM RBB Jini/Java HAVi OSGi IRDA VESA WLIF SOAP HomePlug Zigbee UWB AHAM CHA Ethernet IPvX WSDL UDDI XML EIB Konnex BACnet HomeGate Other 15

16 Enterprise Management Policy Hierarchy International Level Policies Federal Level Policies Energy Industry Level Policies International Level Agreements, Rules of Governance, Resolutions, Business and Regulatory Practices Federal Policies on key topics, National Security, Communications Regulations, Critical Infrastructure Protection Other Energy Industry-Wide Policies: RTO and Market Operations UN, European Union, International Standards Other FCC, DHS, DOD, DOC, GAO, GSA, FBI, NSA FERC, NERC, NARUC, DOE DHS Regional Level Policies RTO/ISO Operations CAL ISO, PJM, MISO 16

17 Revenue Metering Standards Development, Consortia The Radar Screen ANSI X3 EDI UIG Other IEC TC 57 WG 10,13,14 AWWARF (Water) IEEE SCC-31 AEIC (Users Group) Industry Canada Other Consortia ANSI C12 series IEC TC 13 WG 14 UCA International Users Group (Open Advanced Metering Initiative) Other EIA 600/721 IEC TC 57 WG 9 DLMS AGA (GAS) EEI 17

18 Situation Analysis: General Infrastructure Challenges Must be designed to be consistent with emerging industry management and security policies now developing There is not a set of consistent of policies across the industry Systems will pose significant challenges to current systems engineering practices to get correct AMI Systems must effectively integrate components from different vendors and industries Some necessary component technology exists (i.e.encryption) however Additional work is needed on both components and architecture development 18

19 Customer Communications Situation Analysis Utilities moving toward designs of customer communications systems Significant deployments planned millions of units Common requirements that are sufficient for common equipment designs for the industry is an urgent need Need to integrate/distill libraries of requirements from Utility User Groups and Standards Organizations Network and Systems Management (including security) on the scales needed by the industry still needs to be resolved Standards efforts are fragmented across different initiatives 19

20 Presentation Structure Vision, Background and What May Be Possible Present Challenges Some of the Work Underway 20

21 Advanced Metering Infrastructure (AMI)- Home Area Network (HAN) Interface Options Utility Owned Third-Party Access Provider Consumer Owned Third-Party Access Provider Private Fixed Networks WAN/LAN PSTN/DSL/Cable/Satellite WAN/LAN RDS/FM or pager broadcast 2-way 2-way 2-way 1-way Any interval meter or pole-top collector 2-way RF-TX 1 and/or PLC-TX² Any gateway Special box Router Media PC Security panel.. 2-way 2-way Energy Mgmt Control 2-way T24 PCT Expansion port Appliances 1. Secure Wireless 2.To be determined 3.Up to 45 active protocols Broadband TV, music HAN Protocols³ EIA 721 Zigbee Insteon EIA 709 HomePlug Bluetooth Z-wave 2-way 2-way On Site Generation Plug-in EV *Graphics Courtesy UCA International Users Group, Utility AMI WG 21

22 Standards Development Organizations and Consortia: Customer Communications/Metering* International standardsdeveloping organizations ISO JTC 1 JTC 1 WG 25 CEN IEC National Organizations SAE ANSI(US) EIA/CEMA ASHRAE AHAM IEEE Trade, technical, and government ANSI C12 Series EIA 721 ASHRAE SSPC 135 UIWG Consortia and user groups IWG AEIC Meter Group UCA International BACnet Users BACnet Mfrs Zigbee Alliance LBL DRAS IEC Users IEC 61970/68 CIM Users Open AMI Utility AMI HAN *Representative Sample 22

23 A Standards Development Model Universe of networking and distributed computing options Standards Developed by Formal Standards Development Organizations (SDO s) IEEE SCC-31, ANSI C12.X IEC TC 13 End-Users Desired Interoperability (Plug and Work) Technical Interoperability Agreements AEIC, Open AMI, Development and Initial Implementation Projects Conformance Testing 23

24 TM TM TM TM TM TM TM P161D AMI Development and Integration: Proposed Task Develop Common Meter Data Models R&D Needed: Integrate Across Standards=> Common Meter Data Model IEC 61970/61968 Common Information Model (CIM) Enterprise Application Integration CIS AM/FM/GIS OMS Distribution Automation ANSI/IEC Metering Field Operations U C A Service Oriented Architecture U C A U C A Proprietary Metering B Proprietary Metering A Meter Data Management Customer Communications U C A U C A U C A U C A Meter Master Station 24

25 1. Common Language for Communications to Customer Premise Equipment: Approach Review Common Language Development in Key Domains Evaluate leading Use Cases and Requirements from Utility Initiatives: Open AMI, Open HAN, BACnet Utility Integration Group and others Propose Designs for format and structure of common language communications for key applications including but not limited to: Direct Load Control Real Time Pricing Management Communications Energy Efficiency Support Communications PHEV Communications 25

26 Common Language: Can We Harmonize Standards Work for Key Communications? EIA 721 Generic Common Application Language CAL ASHRAE/ANSI 135 BACnet DALI (Lighting) Association of Home Appliance Manufacturers Consumer Electronics Instrument Society of America Society of Automotive Engineers Commercial ANSI/AHAM CHA Other Common Utility Industry Input (User Groups and Stds) Industry Level Language for Customer Communications 26

27 R&D Work Development/Adoption of Common Industry Requirements Common Requirements Development Network and Systems Management (including security) 2 Common Language Development Common Customer Communications Development Meter Data Common Language Development 3 Building Interface Development Standards Based Designs and Implementation Physical Communications Media Assessment Integration with In-Building Standards 27

28 General Approach and Key Goals Requirements Documentation Assist Maturity of ANSI C12 and Other Standards through Implementation Analysis and Initial Designs Catalyst for Commercial Use Assist Technical Implementation with Vendor Communities Benchtop I Implementation Evaluation Benchtop II Demonstrations Garner Greater Utility Support, Understanding and Use of the Standard Initial Field Trial(s) Scaled up Deployments 28

29 Prototype Gateway Implementation: Integrating Major Metering, Utility Automation and Building Automation Standards AEIC Meter and Service Committee Energy Service Client 10 Base T TCP/IP/ ACSE/MMS(61850) C12.22 Comm Module to BacNet Gateway Logic level C12.22 End Device / COMM Module RS485 BACnet w/ StructuedView object C12.22 C&I Meter Customer Energy Mgmt System 29

30 TM Customer Communications and Utility Automation Integration Application Level Languages Distribution Operations Integration Integration Lighting Subsystems In building Commercial: BACnet Revenue and Utility Customer Services RTP and Demand Response Commands U C A Consumer Gateway BEMS Appliances Residential: Integrated Common Language IEC Consumer Energy Services Third Party Services HVAC and Thermal Storage Subsystems Customer Generation/ Storage comm power Distribution Operations Integration Integration IEC

31 Three Necessary Ingredients for Successful Interoperable Systems Development Three Legged Stool: For Interoperable Products 1) Mature Open standards: Protocols, test schemas, object models IEC TC57, ANSI C12, ASHRAE SPC135, Other 3) Reference implementations and Designs: Developer Tools, Standards Implementations and test implementations AMRTools, openami, 2) Involved User Group: Interoperability Agreements, Labeling, Testing, Marketing UCA International, BACnet Mfgs. Assoc. Assoc. of Edison Illuminating Cos, Other 31

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