edart Quick Reference Guide

Transcription

1 edart Quick Reference Guide Revision: 05 Effective Date: 08/16/2017 PJM 2017 Prepared by edart Project Team

2 Table of Contents Table of Contents... 2 Revision History... 6 About the Quick Reference Guide... 7 Generator Tickets... 8 Business Rules... 8 Generator Tickets Main Menu Create New Generation Ticket MW (Real Power) Ticket...15 Voltage Regulator Ticket...15 MVAR Ticket...16 Governor Ticket...17 PSS (Power System Stabilizer) Ticket...18 View/Revise Outage Ticket Approved Tickets Report Ticket History Maint. Margin Log Owners Report D-Curve Report BlackStart Upload BlackStart Download Transmission Outage Tickets Business Rules Transmission Outage Requests Create New Transmission Ticket View/Revise Outage Ticket Future Facilities Current One Line Diagrams RTEP Queue # Update Status Report Trans. Outage Tickets Report Tickets Active Tomorrow Conflicts Conflicting Outages...46 Conflicting Identifier Facility List...49 Conflicting Identifier Group List

3 Gen Off Scenario List NERC-TADS Generation Ack. Required Owners Report D-Curve Report Transmission Ack. Required Notifications Report Notification Request Form Current & Future Outages Report Historical Outage Reports EMS Outage List XML and Browserless Functionality edart XML File Upload edart XML File Download Browserless Upload Example Browserless Download Example XML Documentation Page Network Model Create New Change Request View/Revise Change Request Current One-Line Diagrams Future Facilities Black Start Business Rules Cranking Path Update Approved Restoration Plans Pending Restoration Plans Restoration Plans Report Create New Cranking Path Cranking Path View/Revise Cranking Path Revision Form Cranking Path Report Generator Data GO/NGO View...93 TO View

4 Critical Gas Update Black Start Facilities Telemetry Coordination Historical Files Business Rules Create New TERM Ticket Bulk Upload New R, X, B Adjustment Request Effective Ratings Status Reports Recently Restored Filter Historical Report R, X, B Adjust Report Monitored Status Update Form Adjust Monitored Status Review Historical Bulk Report Acknowledgement Required Notification Report Filter Notification Request Form Reactive Reserve Check Business Rules Submit RRC Data Submit IRC Data IRC Report Search Minimum Generation Report Reports PJM Status Report Business Rules View Current System Report View Today s Peak Report View Previous Peak Report Supplemental Status Reports (SSR) Res. Limit On Cost Max Emerg Reports Gen Checkout Report Fields Today Tomorrow Historical

5 Gen Checkout Ack. Reports Gen Checkout Unit Translation Report NERC Data Create New PSSE Identifier NERC Load Forecast Report Business Rules Current Drill Reports Resources

6 Revision History Revision 00 (07/27/2012) This is the first published version of the edart Quick Reference. Generator Tickets and Transmission Outage Tickets sections included. Revision 01 (09/10/2012) Transmission Outage Tickets: Conflicts, Instantaneous Reserve Check, Minimum Generation Report and PJM Status Report sections added. Revision 02 (09/28/2012) Telemetry Coordination, Reactive Reserve Check, NERC Data, Restoration Data sections added. Revision 03 (11/19/2012) XML and Browserless Functionality, Network Model and TERM sections added. Revision 04 (01/07/2014) Black Start sections added. Revision 05 (08/16/2017) One Line Diagrams and Blackstart sections updated. 6

7 About the Quick Reference Guide The edart Quick Reference Guide is not intended to be a complete user guide. The edart User Guide provides more in-depth information about the functionalities of edart. The edart Quick Reference Guide is a simplified visual guide to the edart applications. The edart User Guide serves as a better introduction to the edart applications, whereas the edart Quick Reference Guide helps illustrate navigation through the application. More edart resources, including the edart User Guide, can be found on the PJM.com edart Training Presentations page: Additionally, other edart related sources have been referenced in the Resources section of this guide. 7

8 Generator Tickets PJM Members can request generation outages via the Gen. Ticket edart functionality. PJM may either accept or reject a specific outage request. However, PJM does not schedule when outages should take place. All outage requests are analyzed together, and PJM only rejects outage requests when they affect the reliability of the PJM Regional Transmission Organization. It is the responsibility of each PJM Member to determine its own best outage schedule. Outage requests are honored by PJM on a first-come first-serve basis. Business Rules Unplanned Outages Did unit trip or fail to start? No Notify PJM Scheduling Coordinator Yes Notify PJM Generation Dispatcher Submit edart ticket Bid unit in emkt as Unavailable as appropriate (Day-ahead) Notify PJM Scheduling Coordinator at start of outage Submit GADS data after the fact 8

9 Maintenance Outages Notify PJM Scheduling Coordinator Yes Does requested outage affect current or next day? No Submit edart ticket Notify PJM Scheduling Coordinator at start of outage Bid unit in emkt as unavailable as appropriate (Day-ahead) Submit GADS data after the fact 9

10 Forecast Planned Outages Submit Ticket Yes Rejected Yes Ticket Scheduled during PPM? (Summer) No Blackstart Scenario violated? No PJM Review Or (Change dates) No Adequate Reserves Available? Yes Approved Yes After ticket start date is < 31 days in future Outage type changes from Forecasted Planned to Planned 10

11 Generator Tickets Main Menu edart tickets are the primarily means used to communicate generation outages to PJM. Generation tickets can be created for megawatt (MW) generation, voltage regulators, MVAR levels, governors, MVAR tests and power system stabilizers (PSS) outages. 11

12 1) Create New Ticket This functionality allows Generation Owners to enter outage information in the New Generator Ticket form. Each ticket is automatically given a unique Ticket ID. 2) View/ Revise Ticket - This functionality allows users to enter any desired filtering criteria in order to view specific tickets. If no filtering criteria are entered, all tickets except Forecasted Planned tickets are displayed. By default, tickets are sorted in ascending order of the Ticket ID. 3) Generator Outage Ticket Reports These are reports of the following: Submitted Tickets Report of outage tickets where the status is Submitted. Revised Tickets Report of tickets that have revisions (ticket status may not be Revised). Current Tickets Report of outage tickets where the status is Active. Approved Tickets Report of outage tickets where the status is Approved (for MW tickets) or Received (for reactive tickets). Future Tickets Report of outage tickets scheduled to start at a later date from today. Approved No Start Report of outage tickets where the status is Approved (for MW tickets) or Received (for reactive tickets) and was scheduled to start at an earlier date than today. Active Beyond End Report of outage tickets where the status is Approved (for MW tickets) or Received (for reactive tickets) and was scheduled to end at an earlier date than today. Recalled Tickets Report of outage tickets currently being recalled by PJM Red if there are recalled tickets. Forced Tickets Report of outage tickets where the status is Active within the last 40 days and have a forced date. Each report can be filtered to further customize the displayed a list of tickets. This list can also be sorted. Note: Forecasted Planned tickets are not included by default and must be selected from the filter if desired. 4) Tickets History This report displays high-level details of all outage tickets. All other filtering options apply and Forecasted Planned tickets are still not displayed by default. 5) Owners Report Some units have joint ownership rights in which case there are multiple capacity owners for that unit. However, only one company will report outages on that unit. The purpose of the Owners Report is to provide access to other companies to view any outages created by the company that that has the right to report outages on the unit they jointly own. 12

13 6) Maint. Margin Log This functionality allows users to view the margin values for longer durations than the current day. 7) D-Curve Report This functionality displays the D-curve for each unit. Generation owners can review curves for accuracy and EMS update. After the company reviews it, they can click Acknowledge on D-Curve report. 8) Blackstart XLS Upload- This functionality allows users to better identify the Blackstart file type (test or cost) and verify successful receipt of the file by PJM. 9) Blackstart File Download This functionality allows the user to review previously submitted files by listing all the files that have been submitted and allowing the user to download either a single file or multiple files. 10) GO Survey This functionality allows users to access the latest GO Survey. When the button is Red there is an active question in the survey. 13

14 Create New Generation Ticket Users should use the Create New Ticket function to create generation tickets informing PJM of proposed outages. As a reminder, PJM does not schedule outages and only rejects outage requests when they affect the reliability of the PJM Regional Transmission Organization. The image below is of an MW ticket. Companies can add a brief description of the work to be done. The User ID and Company fields are system populated. The company can fill out this section for internal records. Can only be selected for Unplanned MW outages, or MVAR New Default tickets. Start, End, and Switch dates and hours are required fields. Select Informational for info-only Maintenance tickets where Reduction = 0. Used to create multiple tickets for the same job. This is useful for a reoccurring task. Exclusive to MW tickets. Select the required ticket type: MW, Volt. Reg., MVAR, Gov., MVAR Test and PSS. MW outage Reduction value. Can t be zero for non- Informational tickets. Can be negative only if the Cause is Ambient Air and the Outage Type is Maintenance. 14

15 MW (Real Power) Ticket MW (Megawatt) tickets are the most common generator outage tickets used in edart. MW tickets are used to request outages for units that produce megawatts of energy. Refer to the Create New Generation Ticket section for the rest of the ticket window. The estimated time at which the ramp procedure will end. Voltage Regulator Ticket Create a Voltage Regulator ticket to notify PJM of an outage to a voltage regulator on a unit. The below image is exclusively of the bottom of a Voltage Regulator ticket. Refer to the Create New Generation Ticket section for the rest of the ticket window. Use the radio buttons to indicate whether or not the Voltage Regulator is Out of Service, and/or if it is in Emergency. 15

16 MVAR Ticket Create a MVAR ticket to notify PJM of MVAR level/limit changes. The below image is exclusively of the bottom of a MVAR ticket. Refer to the Create New Generation Ticket section for the rest of the ticket window. Add a Max or Min value to all Equipment listed at once by entering a value and clicking the Apply Adj. button. Indicate whether a ticket is for an Emergency or a New Default with these checkboxes. Make individual changes to MVAR Limit in the Adj. MVAR Limit boxes. 16

17 Governor Ticket Create a Governor ticket to notify PJM of an outage to a governor on a unit. The below image is exclusively of the bottom of a Governor ticket. Refer to the Create New Generation Ticket section for the rest of the ticket window. Use the radio buttons to indicate whether or not the Governor is Out of Service, and/or if it is in Emergency. MVAR Test Ticket Create a MVAR Test ticket to notify PJM of a scheduled MVAR test for reactive power capacity. The below image is exclusively of the bottom of a MVAR Test ticket. Refer to the Create New Generation Ticket section for the rest of the ticket window. Check to indicate that operational data was used for reactive testing. Shows the current MVAR values for reference. 17

18 PSS (Power System Stabilizer) Ticket Create a PSS (power system stabilizer) ticket to notify PJM that a power system stabilizer on a unit is in an outage. The below image is exclusively of the bottom of a PSS ticket. Refer to the Create New Generation Ticket section for the rest of the ticket window. Use the radio buttons to indicate whether or not the PSS is Out of Service, and/or if it is in Emergency. 18

19 View/Revise Outage Ticket Use the View/Revise Outage Ticket function to search for, and/or modify an existing generation outage ticket. The Generator Ticket Selection Form acts as a ticket filter. After applying a filter, users can select tickets to edit from a list by clicking a Ticket ID. Ticket Type includes, but is not limited to; MW, Governor and PSS enabled units. Search by Outage Type. By default Forecasted Planned is not selected. Ticket ID is a unique entry, only one record will be returned. Company ID is a unique entry, only one record will be returned. Select a Ticket Status and/or Cause to create a narrower filter. Tickets meeting both the specified Start and End dates will be returned. After entering all of the desired criteria, select Apply Filter. 19

20 An example of Generator Ticket Selection Form filter result is below: When satisfied with the input sorting order, select Apply Chibuzor Ofoegbu This sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. When a specific Ticket ID is selected, the ticket is opened in review/revision mode. Brief Description of the work to be done. The company can fill out this section for internal records. Enter Switch Start to activate ticket when outage is beginning. Enter Switch End to complete ticket. PJM s comments regarding the ticket are entered here. Click Cancel Ticket to cancel the Generation ticket. Use this to add a revision to the ticket. Click Submit to finalize any changes. Click Refresh to reset the window. Click History Log to view a list of revisions made to a ticket, including who made them and when. 20

21 Below is an example of a History Log: Approved Tickets Report Users can view a report of tickets in the Approved status (for MW tickets) or Received (for reactive tickets) for their company with this function. The other Generator Outage Tickets Reports have formats similar to the one below. When satisfied with the input sorting order, select Apply Sorting. This is the Approved Tickets Report; the same process can be applied for other types of Reports, including Submitted, Revised and Current. This sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. 21

22 After entering al the desired crite select Apply Filte Ticket History Users can view previously submitted tickets with the Historical report function. Ticket ID is a unique entry, only one response will return. Company Ticket ID is a unique entry, only one response will return. Search by Unit Type, includes, but is not limited to; Diesel, Hydro and Nuclear. Search by Unit Name. This will show all tickets that were created with that unit. Select different Outage Types. By default Forecasted Planned is not selected. Tickets meeting both the specified Start and End dates will be returned. Ticket Type includes, but is not limited to; MW, Governor and PSS enabled units. Users can sort results by entering numbers in sequence of sort criteria. This is an example of Ticket History filter results. 22

23 Maint. Margin Log In order to view the margin values for longer durations rather than the current day, click on the Maint. Margin log button on the Main Menu and this will open the Maintenance Margin Log window as shown in below: Either enter From and To Dates or leave those boxes blank and check the box to view the log of the last 30 days. Select one or more Regions to view. Submitting the form returns an image similar to the one below. 23

24 Owners Report Some units have joint ownership rights in which case there are multiple capacity owners for that unit. However, only one company will report outages on that unit. The purpose of the Owners Report is to provide access to other companies to view any outages created by the company that that has the right to report outages on the unit they jointly own. The non-reporting company can use the Owners Report function to create a report of these tickets. Search by Ticket ID, this is unique so only one ticket will be displayed. Ticket Type includes, but is not limited to; MW, Governor and PSS enabled Units. Search by Unit Name. This will show all tickets that were created with that unit. Search by Outage Type. By default Forecasted Planned is not selected. Tickets meeting both the specified Start and End dates will be returned. After entering all of the desired criteria, select Apply Filter. 24

25 D-Curve Report Users can search for current D-Curve input values for units via the D-Curve Report function. Notable information found in a D-Curve Report includes Installed Capacity, Voltage Control Philosophy, Metered MVAR Value, whether a unit has a Power System Stabilizer, MW Point value, and MVAR Min and Max values. Search by Unit Type, includes, but is not limited to; Diesel, Hydro and Nuclear. Search by Unit Name. This will show all tickets that were created with that unit. Search by EMS Equipment Name. All three fields are mandatory in order to retrieve the report. The name given to the unit by the company. Search by Unit Type, includes, but is not limited to; Diesel, Hydro and Nuclear. The point/side from which PJM receives telemetry or metering information. Unit name as displayed in PJM s EMS. The amount of MW a unit can put out. How voltage support is assigned for the unit; Voltage Schedule or Reactive Power Schedule. Capability of unit to supply (max) or absorb (min) VARS based on MW loading. 25

26 BlackStart Upload Users can upload Blackstart files with the Blackstart Upload function. Simply select the type of file being uploaded and browse for the file. Select the type of file from the Type of File Being Uploaded drop-down menu. There are three options Testing, Cost. and GO Survey. Example shown below: Click the Browse button and a Choose File Dialog box opens. Choose an appropriate file to upload and click Open. The file name along with its path gets displayed in the File to Upload textbox. 26

27 BlackStart Download Users can download previously uploaded Blackstart files with the Blackstart Download function. Enter a data range for files and click the Include box for each desired file. Finish by clicking the Download button. Check the Include box for each desired file and click the Download button. The resulting file will be a.zip file with all desired files. The From/To Date filter allows the user to select a timeframe. The default filter is set to 14 months. The default value for To field is Today and that for From field is (Today 14 months). 27

28 Transmission Outage Tickets PJM is responsible for coordinating and approving requests for transmission outages for the reliable operation of the Regional Transmission Organization (RTO). edart provides communications with PJM Transmission Operators regarding unit outage requests, updates to D- curves, and voltage regulator statuses. PJM studies and approves all requests that are submitted On Time, and do not jeopardize the reliability of the PJM system. PJM considers all transmission outages in the following priority order: Forced or emergency outages, outage requests submitted On Time and outage requests submitted Late. The TO should consider the impacts of proceeding with the outage as advised by PJM and may either proceed knowing the estimated impacts on the remaining facilities or postpone the outage. Business Rules Transmission Owners (TOs) are required to submit Outage Requests for all outages to PJM in advance of the outage start date. PJM information files are updated on a 15-minute basis. PJM staff is required to analyze submitted outages to ensure outages do not violate PJM reliability criteria and market rules. TOs should try to submit outages one year in advance, and update PJM at least monthly. When non-reportable equipment outages at a station occur which can lead to the simultaneous loss of more than one reportable transmission or generator facility for any single facility malfunction or failure, PJM must be informed. 28

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31 Transmission Outage Requests edart tickets are the primary means used to communicate non-generator transmission facility outages to PJM. Users can create and revise transmission tickets, view various transmission and generation related reports and update NERC-TADS report data via the Transmission Outage Main Menu. 31

32 1) Create New Outage Ticket This functionality allows TOs to enter outage information in the New Transmission Ticket form. Each ticket is automatically given a unique Ticket ID. 2) View/ Revise Ticket - This functionality allows users to enter any desired filtering criteria in order to view specific tickets. If no filtering criteria are entered, all tickets except EMS Tripped tickets are displayed. By default, tickets are sorted in ascending order of the Ticket ID. 3) EMS Trip Update This functionality allows the TO to associate outage cause(s) to the system generated EMS Trip tickets for the purpose of performance compliance data gathering and to give PJM a better understanding of the reason for the outage. 4) Gen Outage Lookup - This functionality allows TOs to look up generator outages at stations for which the TO is an approved transmission viewer. TOs may want to take advantage of a generator outage and schedule maintenance outages to non-gen equipment at a generator station. 5) Future Facilities - The edart Future Facilities report lists all the TO s facilities flagged as future along with the date they are expected to be modeled in PJM s Energy Management System (EMS). Users can filter information by Zone and PJM EMS Date. 6) Current One Line Diagrams - This functionality allows users to download and view current one-line diagrams. 7) RTEP Queue # Update This functionality allows users to update RTEP Queue # and Direct Billing information on all tickets including those that have been locked by PJM. Filtering is available in order to view specific tickets. 8) View/Revise Projects This functionality allows TOs to view and filter through all transmission projects that belongs to them. 9) New Project This functionality allows TOs to create transmission projects by grouping transmission tickets into a project. 10) Status Report This is a report of Tickets or Notifications filtered based on any combination of Ticket Statuses. TOs can only view outage Notifications for facilities to which they have been granted access. Each Ticket ID is a hyperlink to open the ticket or notification for review. 11) Trans Outage Tickets Report - This is a detailed report of Tickets or Notifications. A user can use available filtering criteria to view report details for specific tickets or notifications. 12) Tickets Active Tomorrow This is a detailed report of transmission outage tickets that will be active tomorrow. 32

33 13) Ticket/Notification Counter This is a counter display of the number of tickets/notifications that are in a particular status. 14) Conflicting Outages This is a detailed report of outage tickets in conflict. Tickets are listed by conflict scenario. 15) Confl. Identifier Facility List This is a list of facility conflict scenarios. Each scenario has a primary facility and a list of other associated facilities. If the primary facility is outaged, none of the other facilities can be outaged simultaneously. 16) Confl. Identifier Group List This is a list of group conflict scenarios. Each scenario contains a list of facilities, including generation units, along with a number representing the amount of facilities in the group that can be outaged simultaneously. 17) Gen Off Scenario List This is a list of identified situations (conflicts) where transmission outages would result in the need for generators to be offline. Each scenario has a list of facilities, generation units and a number representing the minimum number of units required to be offline. 18) Per Impact This functionality allows a company to view individual system impacts by selecting them from a drop down menu. 19) Per Facility This functionality allows a company to view system impacts on a per facility basis by selecting a piece of equipment. 20) Impacts Report This functionality displays a full list of system impacts. 21) NERC-TADS Report This is a detailed report of TADS data entered on outage tickets for a selected date range. The report can be downloaded, saved and submitted to NERC. 22) Ticket Update This functionality allows a company to enter/update TADS information on all tickets including those that have been locked by PJM. 23) Ticket Date Exception This functionality displays tickets with equipment that have different start and/or end times from the ticket start and end times. 24) Transformer Selection This functionality allows TOs to select additional transformers to be marked as TADS reportable. Transformers with low-side voltages of 200 kv or higher are TADS reportable. 25) Generation Ack. Required This functionality allows the user to view and acknowledge generator outage tickets that are awaiting acknowledgement. User can check the Ack. box for tickets and click Acknowledge to acknowledge selected tickets. 33

34 26) Owners Report This is a report of generator outage tickets to units for which the TO is an approved transmission viewer. Users can enter any desired filtering criteria in order to view specific tickets. 27) Tickets Active Tomorrow This is a detailed report of generation outage tickets that will be active tomorrow. 28) D-Curve Report - This functionality displays the D-curve for each unit for which the TO is an approved transmission viewer. Transmission owners can review curves for accuracy in the D- Curve Report and by reviewing MVAR tickets in the Owners Report. 29) Transmission Ack. Required This functionality allows the user to view a list of Notifications that are awaiting acknowledgement by a TO. User can check the Ack. box for tickets and click Acknowledge to acknowledge selected tickets. 30) Notifications Report This is a report of equipment that TO has X (ownership) or Y (notification) access to. User can remove equipment from the list as desired. 31) Notifications Request Form This functionality allows the user to request ownership or notification access to facilities. 32) Current & Future This is a report of current and future transmission outages in edart which are not marked as Market Sensitive. 33) Historical This is a report of transmission outages completed in the past that TOs can view. 34) EMS Outage List This functionality lists EMS Outage tickets which can be sorted by Voltage and Type. This is the same list posted on OASIS every 15 minutes. Visit the Transmission Section of the edart User Guide document for more detailed information about NERC-TADS. 34

35 Create New Transmission Ticket Users should use the Create New Outage Ticket function to create transmission tickets informing PJM of proposed outages. As a reminder, PJM does not schedule outages and only rejects outage requests when they affect the reliability of the PJM Regional Transmission Organization. The user should enter a brief Description of the Work to be done. The User ID and Company name will automatically fill out. The company can fill out this section for internal records. Ticket Start, End, and Switch Dates and hours are required fields. Regional Transmission Expansion Planning (RTEP) queue information can be added by users. These are mandatory fields chosen through drop down menus. Users are required to choose at least one Cause. Users can choose more than one cause by holding the CTRL key and clicking applicable causes. Choose from a list of existing projects to add the ticket to. Each of these fields is chosen via the respective drop down menus and is required in order to submit a ticket. After entering Outage type information, use these buttons to Add Equipment or Generate a tier list of equipment. After entering all relevant data, click Submit Form. Select Station Equip. to add equipment from list of equipment at each station. To select equipment, change Include to Yes and hit Submit Form. Select View Conflicts to see any tickets that are in conflict with the ticket being created. Select Gen Off Conflicts to view any situations where the transmission outages requires generators to be offline. 35

36 View/Revise Outage Ticket Use the View/Revise Outage Ticket function to search for, and/or modify an existing transmission outage ticket. The Ticket Selection Form acts as a ticket filter. After applying a filter, users can select tickets to edit from a list by clicking a Ticket ID. Ticket ID is a unique entry, only one response will be returned. Search by Company Ticket ID. By default, EMS Tripped is not selected. All criteria returned will meet both the Outage Type and the Availability chosen. Availability refers to how soon a unit can come back on. Select all, some or none of these by checking the corresponding box. Select one specific Ticket Status, or leave it blank to view tickets in all statuses. Limit results to only Tickets or Notifications. After entering all desired criteria, select Apply Filter. Tickets starting from the Ticket Start From until the To date, and/or ending from the Ticket End From until the To date will be returned. 36

37 Tickets are listed in ascending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Click on a Ticket ID to open the ticket and view all of the information on it. Tickets meeting both the specified Start and End dates will be returned. When a specific Ticket ID is selected, an image similar to the one below will appear. Allows user to cancel the ticket. If cancelled, orange Uncancel Ticket button will restore ticket. User may duplicate the ticket. Highlighted orange if ticket is in conflict with other outages. Highlighted orange if any Gen Off conflicts exist for ticket. Opens printable version of outage ticket. Log of all submitted ticket start and end dates. Log of all ticket status changes (timestamps, user names, and statuses). Log of companies notified of outage and also the user and timestamp of notification acknowledgement. A log of the comments in the Location/Description of Work and PJM Comments boxes. List of Generation Outages occurring during the same time period as the created ticket will appear. 37

38 Gen Outage Lookup Transmission owners can look up generator outages at stations for which the TO is an approved transmission viewer. Gen Outage Lookup is useful when looking to take advantage of a generator outage by scheduling maintenance outages to equipment at a generator station during a generation outage. Selecting at least 1 Station is mandatory. Start and End Dates and times are required fields. Click Submit to execute a Gen. Outage Lookup for the specified stations. The Refresh button will clear all fields. A list of all stations with corresponding data meeting the requirements entered will appear. 38

39 Future Facilities The edart Future Facilities report lists all of a transmission owner s facilities that are flagged as future along with the date they are expected to be modeled in PJM s EMS. Click Apply Filter to create a Future Facilities report. A Zone and EMS Date can be specified, but it is not required. Tickets are listed in ascending order of Station by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Check this box if a Cut-In Ticket is to be created. Once this box is checked, the Ticket ID filter and Start and End Date/Time fields will be open for editing. Choose a Ticket ID from the drop down menu. Enter date and time for the Start and End of the Cut-In. 39

40 Current One Line Diagrams Users can view One-Line Diagrams per station and per company. Select file type for downloaded diagrams Users can choose one specific station or a zip file of all stations in selected company 40

41 RTEP Queue # Update Using the RTEP Queue # Update function, RTEP Queue #s and Direct Billing information can be updated on a ticket after it has been submitted. The RTEP Queue # Update form can be used to update this information on tickets that have been locked by PJM. Ticket ID is a unique entry, only one response will be returned. Company name automatically fills in. Search by Company Ticket ID. Only tickets that contain an outage type and an Availability highlighted by the user will appear. Availability refers to how soon a unit can come back on. Choose a Ticket Status from the drop down menu. Tickets starting from the Ticket Start From until the To date, and/or ending from the Ticket End From until the To date will be returned. 41

42 A list of tickets that meet the criteria chosen will appear. Click on a Ticket ID to open the ticket and view all of the information on it. Submit changes made to RTEP Queue # and Direct Billing information. Modify RTEP Queue # Update text. Check/Uncheck Direct Billing and Direct Billing Decline. Status Report Users can use the Status Report function to produce a report on tickets or notifications based on their status type. Filtering can be used to produce reports for tickets or notifications with other statuses. Choose none to all of the Ticket Statuses available, by default Active is selected. After selecting all desired filtering criteria, click Apply Filter. Choose to search Tickets or Notifications. Tickets are listed in ascending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Click on a Ticket ID to open the ticket and view all of the information on it. 42

43 Color Legend: On various edart transmission ticket reports, the list of tickets is color coded in the order of priority outlined in the Color Legend as determined by PJM. For example, an outage ticket that is flagged as having System Impacts (pink) and Congestion Expected (red) will be highlighted in red. Congestion Expected: PJM has determined outage may cause congestion. Conflicts: Ticket is for outage in conflict with other outages. EMS Tripped: Ticket created due to emergency tripping of LINE of XFMR (transformer). System Impacts: Open ticket, click on System Impacts button to read text that describes the potential impact of the outage. Potentially Incomplete: Additional information may be needed on ticket. PJM Comments will include a note of additional information required. Trans. Outage Tickets Report Ticket ID is a unique entry, only one response will be returned. Users can create a Transmission Outage Tickets Report by filtering for criteria. Results will provide detailed information for each ticket fitting the filter criteria. Company name automatically fills in. Limit results to only Tickets or Notifications. Tickets are listed in ascending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Users can choose more than one Cause by hitting CTRL and clicking applicable causes. Select any amount of these by checking the corresponding boxes. Choose a Ticket Status from the drop down menu. Users can choose more than one Outage Type by hitting CTRL and clicking applicable types. Tickets starting from the Ticket Start From until the To date, and/or ending from the Ticket End From until the To date will be returned. Only tickets that contain one of the outage types and one of 43 the Availabilities highlighted by the user will appear.

44 A list of tickets that meet the criteria chosen will appear. All relevant ticket data is displayed for tickets that fit the filter criteria. Please note that this information can only be viewed, there is no editing feature on this report. 44

45 Tickets Active Tomorrow Users can use the Tickets Active Tomorrow function to view a report of outages that are beginning tomorrow, started earlier but are ongoing as of tomorrow, and are ongoing but scheduled to end tomorrow. By Default, Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary Sort criteria and a 2 above the function that is to be the secondary sort, and so on. All relevant ticket data is displayed for tickets that will go active tomorrow. Please note that this information can only be viewed, there is no editing feature on this report. 45

46 Conflicts Outage conflict scenarios have been created to flag outages that when scheduled together, have historically caused unreliable transmission issues. This also includes scenarios in which generation units need to be taken offline in order for transmission facilities to be outaged. Conflicting Outages Ticket ID is a unique entry, only one response will be returned. Only tickets that contain the outage type(s) and Availability highlighted by the user will appear. Availability refers to how soon outaged equipment can be back in service. Choose a Ticket Status from the drop down menu. Users can choose more than one Outage Type by hitting CTRL and clicking applicable types. Tickets starting from the Ticket Start From until the To date, and/or ending from the Ticket End From until the To date will be returned. 46

47 After clicking the Apply Filter button, a list of tickets which have conflicts and fit the selected filter criteria will be displayed: Type of conflict scenario is identified. Choose a specific Ticket ID to open ticket in review/revise mode. When one of the tickets from the filter is selected, the View Conflicts button is highlighted to denote that it is in a Group or Facility Conflict with another ticket(s). The Gen Off Conflicts button is highlighted to denote that it has a Gen Off Conflict. 47

48 This ticket is in conflict with the ticket(s) that appears when the View Conflicts button is clicked. An external is sent from edart to each TO on the 15th of every month letting them know what conflicts they have in edart. That is also sent to. 48

49 Conflicting Identifier Facility List Facility Scenarios can be searched for by entering a specific Conflict Title. One Company can be chosen from the drop down per search. One Station can be chosen from the drop down per search. Once a Station is chosen a Voltage can be chosen from the drop down per search. Once a Voltage is chosen a piece of Equipment can be chosen from the drop down. Below is an image of a specific facility conflict identifier. Click title to view more details. If a scenario needs to be reviewed, the company must check the box and add comments. 49

50 An external is sent from edart to each TO on the 15th of every month which lets them know what conflicts they have in edart. That is also sent to. Conflicting Identifier Group List Group Scenarios can be searched for by entering a specific Conflict Title. One Company can be chosen from the drop down per search. One Station can be chosen from the drop down per search. Name of Gen Unit can be chosen. Once a Station is chosen a Voltage can be chosen from the drop down per search. Once a Voltage is chosen a piece of Equipment can be chosen from the drop down. Select one of the titles to view more details. 50

51 Below is an image of a specific group identifier. If a scenario needs to be reviewed, the company must check the box and add comments. If a modification is made to a scenario (i.e if the box is checked or additional comments are made), an is sent to Gen Off Scenario List stating that the scenario has been modified. Identification of situations (conflicts) where transmission outages would result in the need for generators to be offline. Gen Off Scenarios can be searched for by entering a specific Conflict Title. One Station can be chosen from the drop down per search. Name of Gen Unit can be chosen. Once a Station is chosen a Voltage can be chosen from the drop down per search. Once a Voltage is chosen a piece of Equipment can be chosen from the drop down. 51

52 Select one of the titles to view more details. Contact PJM for more info. Appears for rows where the company doesn t have notification rights for the equipment. Below is an image of a specific Gen Off Scenario Identifier. Specifies the min # of units needed to be out when transmission equipment is outaged. If a scenario needs to be reviewed, the company must check the box and add comments. 52

53 NERC-TADS Please note that additional information on the NERC-TADS section of the Transmission Outage Main Menu is available in the edart User Guide. See the Resources section. Generation Ack. Required. Transmission users can acknowledge generation notifications using the Generation Ack. This is a required function. Generation notifications are provided for units that affect a TO. Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary Sort Criteria and a 2 above the function that is to be the secondary sort, and so on. After viewing a ticket, please check the corresponding Ack. box and click the Acknowledge button to let PJM and the company know that it was viewed. Select a Ticket ID in order to view additional information on it. 53

54 Owners Report Some units have joint ownership rights in which case there are multiple capacity owners for that unit. However, only one company will report outages on that unit. The purpose of the Owners Report is to provide access to other companies to view any outages created by the company that that has the right to report outages on the facility they jointly own. The Owners Report displays generator outage tickets for generators in the TO s transmission zone, or for which the TO is an approved viewer. A user can search for a specific ticket by entering its unique Ticket ID. Only Units in the viewer s zone will appear, select one form the drop down. Choose a Ticket Type from a list. From the drop down, choose equal to, less than (or equal to), or greater than (or equal to). In the blank, enter the MW Reduction to sort by. From the drop down, choose equal to, less than (or equal to), or greater than (or equal to). In the blank, enter the MW Capacity to sort by. Proposed Start Date (between 2 dates). The date that the outage started (between 2 dates). Tickets returned may be starting, ending, or ongoing during these dates. Check this box to see all Active Tickets. Proposed End Date (between 2 dates). The date that the outage ended (between 2 dates). 54

55 A list of tickets that meet the criteria chosen will appear. Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary Sort Criteria and a 2 above the function that is to be the secondary sort, and so on. Select a ticket ID to view more information on it and acknowledge viewing it. When the user views this ticket, the Acknowledge button must be selected to signal that they 55

56 D-Curve Report Users can search for current D-Curve input values for units via the D-Curve Report function. Notable information found in a D-Curve Report includes Installed Capacity, Voltage Control Philosophy, Metered MVAR Value, whether a unit has a Power System Stabilizer, MW Point value, and MVAR Min and Max values. Based on the type chosen, a list of Units will appear in the drop down. Select one. Based on the other criteria, select one piece of equipment based on its EMS Equipment Name. Only Unit Types available in the viewer s territory will appear. One can be selected from the drop down. Selecting Submit Form allow the user to view the records. If Download All is selected, the user must select a destination for the file, and then the information can be saved on the user s hard drive. Selecting Submit Form returns a list similar to the one below. 56

57 Transmission Ack. Required Transmission users can acknowledge transmission notifications using the Transmission Ack function. This is a required function. Transmission notifications are provided for units that affect a TO. Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary Sort Criteria and a 2 above the function that is to be the secondary sort, and so on. Select a Ticket ID in order to view additional information on it. After viewing a ticket, please check the corresponding Ack. box and click the Acknowledge button to let PJM and the company know that it was viewed. 57

58 Notifications Report Users can create a report of notifications they are set to receive. After applying a filter, users will be able to view information on notifications, and cease notifications. Choose a Zone from the drop down menu. Users must have permission to view a Zone. Based on the Zone, select one Station Name to view. The Company section is automatically filled in. Click Submit Form to view the results. Select Yes to Remove the equipment from a notification list. Click Submit Form to save changes. 58

59 Notification Request Form Users can use the Notification Request Form function to request notifications for equipment they do not yet receive notifications for. Choose a Zone from the drop down menu. A user can only choose zones they have permission to view. Based on the Zone chosen, a list of Stations will appear. One can be chosen. Voltage at the Station chosen can be selected from the drop down. Type of unit at the selected Station and Voltage rating can be chosen. To see Equipment Modeled Since select dates, choose from the list. Select the Type ( X or Y ) for which you would like to receive Notifications. Click Submit Form to save changes. 59

60 Current & Future Outages Report Users can create a report for current and/or future outages using the Current & Future Outages Report function. Enter criteria and click the Submit Form button to create a report. Only results matching selected criteria will return. Equipment Type will only be displayed when Company and Zone fields are filled out. Enter Dates in the form of MM/DD/YY. A specific Ticket ID can be entered. If it is known, one ticket will be visible. By selecting Effective During, tickets that occur, start, or end during the Start and End Dates will be displayed. Users can choose more than one Cause by hitting CTRL and clicking applicable causes. A list of Zones appears only after a Company is chosen, one or more Zones can be chosen. Station can only be chosen once a Type is chosen. Information for Ticket Status and Company can be chosen individually and are not contingent on other fields being filled out. Selecting Submit Form will allow the user to view the records. Voltage is only available after Station is filled out. Available after a Voltage is chosen. If Download All is selected, the user must select a destination for the file, and then the information can be saved on the user s hard drive. 60

61 A list similar to the following example will appear once Submit is selected. Historical Outage Reports Users can create a report for past outage tickets using the Historical Outages Report function. Enter criteria and click the Submit Form button to create a report. Only results matching selected criteria will return. A specific Ticket ID can be entered. If it is known, one ticket will be visible. Enter Dates in the form of MM/DD/YY. By selecting Effective During, tickets that occur, start, or end during the Start and End Dates will be displayed. Users can choose more than one Cause by pressing CTRL and clicking applicable causes. A list of Zones appears only after a Company is chosen, 1 or more Zones can be chosen. Equipment Type will only be displayed when Company and Zone fields are filled out. Stations can only be chosen after a type is chosen. Information for Company is not contingent on other fields being filled out. Selecting Submit Form will allow the user to view the records. Tickets will be sorted by date, and are not editable. Voltage is only available after Station is filled out. If Download is selected, the user must select a destination file, and then the information can be saved on the user s hard drive. Equipment is available after a Voltage is chosen. 61

62 A list similar to the one below will appear once Submit Form is selected. The list will be in ascending order of Start Date. EMS Outage List The EMS outage list is a report of facilities in outage posted in OASIS every 15 minutes. If the Ticket ID # in the EMS outage list is 0, the outaged equipment is outside of PJM s membership zones. By default, all of the Voltages and Types will be selected. To view certain ones, uncheck the unnecessary boxes and then select Apply Filter. 62

63 XML and Browserless Functionality edart has three member facing interfaces: internet, browser XML and browserless XML. Members can link their in-house applications to edart via the browserless XML interface. edart XML File Upload XML (Extensible Markup Language) Upload functionality allows users to submit information to edart via uploaded files. Such files can be uploaded in the following ways: Create, Review and Revise Generation, Transmission and TERM outage tickets. Insert, Update and Delete PSSE (Power System Simulator for Engineering) mappings in North American Electric Reliability Corporation (NERC) Data. Give information for TERM (Transmission Equipment Ratings Monitor) and provide other functionalities. Only users with access to Generation or Transmission Read and Write will be able to upload files to edart. Users can upload an XML file using the Upload button from the edart sidebar. Click Browse in order to find files for upload. 63

64 edart XML File Download Users can download an XML file using the Download button from the edart sidebar. XML Download allows users to download various tickets, ratings, facilities and other categories in XML format. Choose a download type from the drop down menu. By selecting different download types, users can download specific information as required. 64

65 Note that other download types will have fields unique to their functionalities. Choose one or more companies from the corresponding list. Users can check this box to save the file to their computer, or un-check it if they simply want to view the information. Choose one or more (CTRL + select) dates from the list that appears. Choose ANY company or ALL companies. 65

66 Browserless Upload Example This example will show how to perform a Browserless upload of a Generation Ticket. Users must unzip and save the contents of the Browserless XML Upload/Download Zip file which can be found here: Open the browerlessv 7 folder just saved, and find edartup.bat, right-click and select Edit. This will open the editable code in an text editor like Notepad. 66

67 The code for uploading a ticket must look similar to the text box below. Note: A space is required between each statement. A new line is not required; this is used as a visual aid. If the user supplies a new line, the parameter from this point on will be ignored. echo off java -jar filetransfer.jar debug=true username=foo (insert the edart issued username) password=bar (insert the password for the corresponding username) app=edart action=upload type =generation (alternatively, type=transmission for transmission tickets) source=c:/source/source.xml result=c:/result/result.xml (where the user wishes to view the results) pause After making the edits, save the changes. Ensure that the filetransfer.jar file is saved to the same location as other files so that the code runs properly. Execute the edartup.bat file, check View/Revise Tickets in edart and search for the Ticket ID to check that the ticket was successfully uploaded. 67

68 Browserless Download Example This example will show how to perform a Browserless download of a Generation or Transmission Ticket. Users must unzip the Browserless XML Upload/Download Zip file which can be found here: First the user must edit the edartdown.bat in the browserlessv7 folder - right click and select Edit. Clicking edit will open the file s code in a text editor like Notepad. 68

69 The code for downloading a ticket must look similar to the text box below. Note: A space is required between each statement. A new line is not required; it is simply for visual aid. If the user supplies a new line, the parameter from this point on will be ignored.). echo java -jar filetransfer.jar username=foo (insert the edart issued username) password=bar (insert the password for the corresponding username) type =transmission (chose generation or transmission) incdates=false (designates whether to include date logs. If not entered, defaults to false.) transtype=review (this line can be removed if other download types are chosen. Alternatively, the phrase can be transtype=revise) app=edart action=download id= (an existing ticket id) result=c:/result/result.xml (where the user wishes to save the results) pause After editing, save the changes. Ensure that the filetransfer.jar file is saved to the same location as other files so that the code runs properly. Once the code is accurate, execute the edartdown.bat file and the ticket is downloaded to the location the user specified. 69

70 XML Documentation Page The Online Help is accessible from esuite ( Hover over the edart link, and select More from the menu that appears. This leads to the page below. Click the edart Training Presentations link to access instructional PowerPoint presentations. Click the XML Documentation link to access the XML page. 70

71 Browserless Zip File - Zip File containing everything needed for most esuite tools browserless functionality. XML Data Dictionary - Reference guide for all tags in edart XML documents. IRC Browserless Guide Separate Documentation for IRC Uploads/Downloads Schema Diagrams - Pictorial of elements (Tag). Filetransfer Zip file containing the latest file transfer.jar Schema Documentation - Pictorial of XSD. XSD - XML Schema diagrams for each upload/download. Example File - XML Examples for each upload/download. 71

72 Network Model ) Create New Change Request In this section, users can select an existing station and request a change for it. Additionally, users can add new stations. 2) View/Revise Change Request This function allows users to view or revise a Network Model change that was previously requested. 3) Current One-Line Diagrams This function will allow users to download and view current one-line diagrams. 4) Future Facilities All the Transmission Owner s (TO s) facilities flagged as future along with the date they are expected to be modeled in PJM s EMS are found in this report. 5) Cut-In Ticket Link This report shows all network model requests or transmission tickets and allows users to link a ticket to a request. 6) Lat/Long Update This function displays latitude and longitude of stations. Button is Red if there are stations mission GIS data. 72

73 Create New Change Request Users can submit Network Model Change Requests with the Create New Change Request Model. It should be noted that the Network Model application is for planning/information gathering purposes. Select one or more Existing Stations. Both Existing and New Stations can be added in the same submission. Click Submit Form to confirm any station selections and give additional information about the change being requested. Check this box if there are no updates. Add up to 5 New Stations at a time. Use the Refresh button to reset the window. After the form is submitted, a screen similar to the one below will be returned. If the build is currently in progress check the box. These are unique identifiers that can be used to reference a model request. Users must choose the project Type from the drop down menu. The Stations submitted on the previous screen appear here. Users are asked to briefly describe their change request here. Users must choose a time period for when the model will be built from the drop down menu. When the user is satisfied with the information entered, click Submit Form. To get a real time update of information, select Refresh. Click the Cancel Request button to cancel a request and exit the form in progress. 73

74 View/Revise Change Request Users can view and revise Network Model Change Requests with the View/Revise Change Request function. This form has several filtering criteria and will return results that match the information users apply. Choose a Station, Target Model or Actual Model Build or In Progress Status to filter by. Enter a Company ID, Title or Request ID to search for specific request entries. Check these boxes to limit results to only those that match each criterion. Apply Form returns a list of requests that meat all of the desired criteria. Use the Refresh button to reset the window. Add dates in the form of (mm/dd/yy) to search specific date ranges for either or both Submittal or In Service. 74

75 Use the button to send s regarding a change request. This button applies the changes made by the sort order. The sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. Select Go To Filter and the screen will return to the previous one. Clicking the Status Definitions button produces a guide defining each status. 75

76 If the checkbox under is checked and the button is pressed, the following window will be displayed. The user should put his/her address in this field. Add addresses to those whom you would like to notify. Add a message that explains the changes and reasoning. This box is for users to write information that may be of concern to PJM specifically. Check the boxes next to the items which the user would like to include in the . 76

77 By clicking on the hyperlinks, users can view additional information and edit entries. Clicking the Stations button will open a new window allowing users to add and edit stations that apply to the change request. Click the Submit Form button to submit a network model change to PJM. Cancel Request deletes the change request from the PJM system. Status History produces a report of all changes made, including user IDs and timestamps of each change. Use the Files button to attach files pertaining to the request. Use the button to send s regarding a change request. Use the Refresh button to view the most recent version of a request, or to reset the window. 77

78 This pop up window will appear when Status History is selected from the previous window. To add files to a request, select Files and the following image will appear. Click Browse to search for a file to upload. Click the Submit Form button to submit a file to attach to a change request. Clicking the Supported File Types button produces a guide of all potential upload types. 78

79 Current One-Line Diagrams Users can view One-Line Diagrams per company and per station. Select file type for downloaded diagrams Users can choose one specific station or a zip file of all stations in selected company 79

80 Future Facilities Users can view or create Network Model information on planned facilities using the Future Facilities function. Click Apply Filter to create a Future Facilities report. A Zone and EMS Date can be specified, but it is not required. The sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. Check this box to create a Cut-In Ticket. Once this box is checked, the Ticket ID filter and Start and End Date/Time fields will be open for editing. Choose a Ticket ID from the drop down menu. Enter a date and time for the Start and End of the Cut-In. 80

81 Tickets created with the edart Future Facilities report window will resemble the following example. Enter an appropriate Description and explanation of the ticket. PJM will make comments as necessary. 81

82 Black Start Black Start application is a comprehensive database of all the cranking path facilities and incorporates the restoration plans and plan review process into edart. Per NERC Standard EOP (Emergency Operations Planning) 005-1, a cranking path is a portion of the electric system that can be isolated and then energized to deliver electric power from a generation source to enable the startup of one or more other generating units. ( Business Rules NERC Standards EOP and EOP outline the business rules relating to the System Restoration Plans and the plan review process. Some of the standards are mentioned below. EOP ( R3. Each Transmission Operator shall review its restoration plan and submit it to its Reliability Coordinator annually on a mutually agreed predetermined schedule. [Time Horizon = Operations Planning] R3.1. If there are no changes to the previously submitted restoration plan, the Transmission Operator shall confirm annually on a predetermined schedule to its Reliability Coordinator that it has reviewed its restoration plan and no changes were necessary. (Retirement approved by NERC BOT pending applicable regulatory approval.) R4. Each Transmission Operator shall update its restoration plan within 90 calendar days after identifying any unplanned permanent System modifications, or prior to implementing a planned BES modification, that would change the implementation of its restoration plan. [Time Horizon = Operations Planning] R4.1. Each Transmission Operator shall submit its revised restoration plan to its Reliability Coordinator for approval within the same 90 calendar day period. EOP ( R5. Each Reliability Coordinator shall review the restoration plans required by EOP-005 of the Transmission Operators within its Reliability Coordinator Area. [Time Horizon = Operations Planning] R5.1. The Reliability Coordinator shall determine whether the Transmission Operator s restoration plan is coordinated and compatible with the Reliability Coordinator s restoration plan and other Transmission Operators restoration plans within its Reliability Coordinator Area. The Reliability Coordinator shall approve or disapprove, with stated reasons, the Transmission Operator s submitted restoration plan within 30 calendar days following the receipt of the restoration plan from the Transmission Operator. 82

83 1) Cranking Path Update - This functionality allows Transmission Owners (TOs) to designate transmission facilities as part of a cranking path as well as remove facilities that are no longer part of a cranking path. 2) Approved Restoration Plans - This functionality allows TOs to view all approved Restoration Plans in production, submit a plan update, retire a plan and also access the Annual Deadlines form. 3) Restoration Plans Notif. Request This functionality allows TOs to opt in to viewing the latest restoration plans of other TOs 4) Pending Restoration Plans - This functionality allows TOs to view the latest updates to plans being reviewed, submit a plan update, indicate if there is no update needed and access the Annual Deadlines form 5) Restoration Plans Report - This functionality allows TOs to view a report of the changes made to the Restoration Plans. 6) Create New Cranking Path - This allows TOs to create new cranking paths. 7) Cranking Path View/Revise - This allows TOs to view and revise current cranking paths. 8) Cranking Path Report - This feature allows the user to view a report of all current cranking paths. 9) Generator Data This application allows GOs to capture unit data and TOs to determine critical load in TO system restoration plans. 10) Critical Gas Update This application allows TOs to enter critical gas requirements. 11) Black Start Facilities This application allows the TOs to provide PJM with Black Start designation data to assist with restoration planning. 83

84 Cranking Path Update TOs can decide if they want to include retired facilities in the list. Retired facilities are highlighted in yellow. Search by Type, includes LINE XFMR TOs can also search by the Station, Voltage and Equipment Name. Facilities are listed in ascending order of Type by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. To remove a facility from the list, check Remove and click Submit Form. To add cranking path facility to the list, select desired equipment and click Add. The Cranking Path Update Log displays all the changes made to the cranking path list TOs can specify an update range that will display all the changes made to the list during that period. TOs can filter by Zone, Type, Station, Voltage, and Equipment Name. The change made: Added or Removed. User that 84 made the change.

85 Approved Restoration Plans Hyperlink to download latest Restoration Plan and Attachment G. Allows users to see their company s currently approved Restoration Plans in production. Retired plans are excluded from report. TOs can view the history of approved restoration plans. Opens file upload page for submission of updates to restoration Allows user to submit update to Restoration Plan Downloads Blank Attachment G User can retire current restoration plan by uploading Attachment G with Lists supported file types.. 85

86 Only displayed as a hyperlink if files have been uploaded for update Displays the agreed upon plan annual review dates where applicable for update request Only displayed as a hyperlink if files have been uploaded for update request Pending Restoration Plans Opens Add Restoration Plan page for TO to enter new plan name and upload restoration plan file and Attachment G User can indicate that update is not needed by submitting Attachment G with the reason on the No Update Needed Reason page Official status of the plan outside of the update process Update Reason: Options are: Company Request, Annual, Ticket, or PJM Request. Time of last plan update Hyperlink to History Log of restoration plan update status changes Deadline by which the plan has to be updated for the given update Displays the number of upcoming plan reviews Opens file upload page for submission of updates to restoration plan and User can indicate that update is not needed by submitting Attachment G with the reason Downloads blank version of Attachment G Displays upcoming plan reviews. The updates can only be made one at a time. 86

87 Restoration Plans Report Displays upcoming plan reviews. The updates can only be made one at a time. Users can filter by the plan update status. By default, Updated last 60 Days and Approved are checked. Create New Cranking Path Users should use the Create New Cranking Path function to create cranking paths informing PJM of TO system restoration plans. Black Start and Critical Load equipment must be entered into the Black Start Facilities, Critical Gas, and Generator Data forms before they can be used in this form. Company name will automatically fill. Select TO area the path is effective for. Select Path classification Enter dates the path will be in effect. Leave Terminate Date blank if not applicable. The user should enter a brief description of the path. The user can continue from/to another path. Informs user of path validity based on facilities. Equipment: If path begins with a Black Start Unit and Ends with a Critical Load. Level: If levels in path are sequential. Connection: If stations match by using End A and End B mapping. 87

88 Once Restoration Area Served is selected, the user will be able to add facilities to the Cranking Path. Enter facility data in appropriate row. User must enter facility report designation. Enter facility designation and type. Enter Gen Unit or Critical Gas data Enter numerical sequence for facility. Enter transmission data using Type, Station, Voltage, and Equipment. Once a Black Start, Gen / Critical Gas, or Transmission row is filled out, an Add button appears to allow the user to add a facility to the Cranking Path. After a facility is added to the path, it cannot be modified from the equipment list other than to be removed. If the Cranking 88

89 Path Effective Date occurs before the facility s Effective Date or if a facility is already terminated/retired, the row will show as yellow. Date of unit s retirement. Dates facility is active. Requirement MW from Gen Data/Critical Gas and unit Installed Capacity are summed. The user can review facilities entered above. Click Submit Form to save the path. End of unit s Black Start designation. Check Remove and continue adding facilities or click Submit Form to remove row. 89

90 Cranking Path View/Revise Use the Cranking Path View/Revise report to search for, and/or modify an existing cranking path. Restoration Area Served is a required field. Choose to display a specific Cranking Path. By default, Retired and Removed paths will not be shown. Check boxes to include in results. The user may filter by the type of Cranking Path. The user may filter by the date a Cranking Path is in effect. After applying a filter, users can select cranking paths to edit from a list by clicking a cranking path name. Click on the name hyperlink to view details. A summary of the Black Start and Critical Load facilities on each path is displayed. After clicking the name of a path on the View/Revise Cranking Paths report, a more detailed version of the path, similar to the New Cranking Path form, will be displayed and revisions can be made by the company that created the path. 90

91 Cranking Path Revision Form The Cranking Path Revision Form functions similarly to the New Cranking Path Form. The user can edit path details, add and revise facilities, and Duplicate the existing path. By clicking Duplicate, the user can create a copy of the cranking path and edit data before submitting. The user can view a history of changes to the cranking path. If a TO doesn t have notification rights to equipment on another TO s cranking path, Contact PJM for more info. will be displayed. 91

92 Cranking Path Report Users can create a Cranking Path Report by filtering for criteria. Results will provide detailed information for each cranking path fitting the filter criteria. Restoration Area Served is a required field. By default, Retired and Removed paths will not be shown. Check boxes to include in results. A report will be generated showing all the cranking paths meeting the selected criteria. Click on the name hyperlink to go to the Cranking Path Revision Form. 92

93 Generator Data The Generator Data Form can be used by GOs to capture unit data or viewed by TOs to determine critical load in TO system restoration plans. The Generator Data information will be used in the Cranking Path Form. GO/NGO View The following is the view GO/NGOs will see. GOs and NGOs will be able to edit their information. To find specific units, select the desired search criteria and click Apply Filter. By default, Retired and Removed units will not be shown. Check boxes to include in results. The user can select to include Queue units. The form can be filtered by Effective/Terminate Dates of Generator Data designation. Once filtered, the form will display qualifying units. Enter Required Startup MW or Nuclear Safe Shutdown for nuclear units. Effective/Terminate Dates refer to specific designation, not unit. 93

94 TO View The following is the view TOs will see. TOs will only be able to view information for units within their restoration area. To find specific units, select the desired search criteria and click Apply Filter. By default, Retired and Removed units will not be shown. Check boxes to include in results. Check to only display Critical Load units. The user can select to include Queue units. The user can filter by HotStart time range. The form can be filtered by Effective/Terminate Dates of Generator Data designation. Once filtered, the form will display qualifying units. Class calculated based on HotStart Time. Hyperlink specifies if unit has Black Start designation. Clicking takes user to Black Start Facilities Form. Rows are listed in ascending order of Gen Data ID by default. Place a 1 above the desired primary sort criteria and a 2 above the column that is to be the secondary sort, and so on. Effective/Terminate Dates refer to specific designation, not unit. 94

95 Critical Gas Update The Critical Gas Form can be used by TOs to determine critical load in TO system restoration plans. The Critical Gas data will be used in the Cranking Path Form. By default, removed facilities won t be displayed. Select a location to filter existing facilities or display data entry fields to add a new facility. Once a Restoration Area Location is chosen, existing facilities will be displayed and data entry fields will appear. The user can enter Zone/Station or Zone/Station/Voltage combinations. Enter required MW for the facility. If a facility is removed, the row will not be editable and will appear in yellow. If Zone/Station or Zone/Station/Voltage combination for equipment doesn t exist in edart, the row will appear in yellow. The Effective/Terminate Dates for Critical Gas designation. 95

96 Black Start Facilities The Black Start Facilities Form can be used by TOs to review unit Black Start designation details. The user will only be able to view units within their company s approved Restoration Areas in which they have notification rights. The Black Start Facilities data will be used in the Cranking Path Form. Restoration Area Served is a required filter field. The user can filter by the designated Black Start Class. After the filter has been applied, applicable unit designations will be displayed. Effective/Terminate Dates of Black Start designation. The user can click Cranking Path hyperlink to display associated Cranking Paths. % ICAP calculated by MW/ICAP x 100% Retirement/Black Start Retirement Dates of unit. 96

97 Telemetry Coordination The Telemetry Coordination application allows users to track updates made to telemetry points in the EMS model. The Historical Files functionality gives users the ability to download telemetry change reports. Only files from the past 30 days will be available. Multiple files can be downloaded simultaneously. Historical Files Users can view telemetry reports from the last 30 days with the Historical Files function. Once users have selected all of the reports they wish to include, the Download button will save them to the users preferred computer destination. Users can check the box that corresponds to the file date that they wish to download. Note: The downloaded PDF is password protected with the same password used to open PDF files sent with transmission outage information. 97

98 An report which contains newly available telemetry points and points removed from outgoing links will be sent out when such information is available. This is a sample . The password is the same one used to open PDFs sent with transmission outage information. Telemetry reports are sent out at 7:20 every morning if; and only, if there is a new report. A telemetry report will look similar to the following image: 98

99 TERM In addition to being a ratings database, Transmission Equipment Rating Monitor (TERM): Prepares files for transferring ratings to the PJM EMS; Provides feedback to users concerning the status of ratings tickets; Provides information concerning effective, or current, facility ratings for each TO; Maintains an audit trail of rating changes; Supports bulk rating uploads; Provides various reports to users concerning select equipment attributes (e.g., impedances). Business Rules Key guidelines for the Ratings Process: 1. TOs rate facilities consistent with their internal, documented methodologies. 2. TOs provide Normal, Long Term Emergency (LTE), Short Term Emergency (STE) & Load Dump (LD) ratings. 3. TOs provide ratings for each of eight (8) temperature sets (32/41/50/5968/7786/95 F). 4. TOs may differentiate Day and Night ratings for these temperature sets. 5. TO Emergency ratings apply to both Long-term (LTE) & Short-term Emergency (STE) ratings. 6. STEs can be higher than LTEs only if SOS-T approves a special operations guideline, order, procedure or bulletin (documented in M3). For example, facilities approved as part of PJM s post-contingency overload program will have STEs > LTEs or part of a common trench or common cooling system. 7. Load Dump ratings are defined as limits which can be safely operated for up to 15 minutes before automatic schemes will trigger. 8. Normal Ratings should be greater than Long Term/Load Dump ratings 9. Long term or Short term emergency ratings are greater than the load dump rating 10. Ratings are generally expected to increase as temperature decreases. 11. If temperature-dependent ratings are not available, PJM will assign Summer ratings to the Summer temperature sets; and, Winter ratings to the Winter temperature sets. 12. All tickets must have a limitation. 13. If a rating change is longer than six (6) months then it should be marked as a permanent ticket. 14. If a rating change is shorter than six (6) months then it should be marked as a temporary ticket. 99

100 15. As a general rule, PJM requires ratings for all radial, non BES facilities. 16. The estimated start date cannot be more than seven (7) days in the past

101 1) Create New Ticket This function allows TOs to enter ratings in the New TERM Ticket form. Each ticket is automatically given a unique Ticket ID. 2) View/ Revise Tickets - This function allows users to enter desired filtering criteria in order to view certain specified tickets. By default, tickets are sorted in ascending order of the Ticket ID. 3) Effective Ratings This function allows users to view the ratings currently present in EMS. 4) Bulk Upload - This function allows the TOs to upload sets of ratings in bulk. 5) Historical Bulk Report - Here the TOs can view the history of all the bulk uploads made in the past. 6) Status Reports - This function allows the user to view a detailed report of Tickets or Notifications. A user can use available filtering criteria to view report details for specific tickets or notifications. 7) Recently Restored This function allows the user to view a detailed report of TERM tickets that were recently changed to Restore status. 8) History Report This function displays a detailed view of all the tickets that apply to the filtering options. 9) Expiring Temporary Tickets This function allows users to view a report of tickets with temporary ratings changes that need to be restored to their permanent ratings within 24 hours. 10) Unrated Facilities This function allows users to view a list of facilities without ratings that are being monitored by PJM. 11) Equip. Historical Change Log Allows user to view all previous changes made for equipment 12) Adjust R, X, B - The R, X, B ticket was created to allow the TOs to adjust the impedance and charging values. 13) Adj. Tariff Data This function allows users to request changes to monitored priority for a facility. 14 ) R, X, B Adjust Report This function allows the user to view a report of all the adjustment made to the R, X, B values. These results can be filtered. 15)Adj. Tariff Data Report This function allows users to view a list of monitored priority change requests that been submitted. 101

102 16) Ack. Required This function allows the user to view a list of Notifications that are requesting acknowledgement by a TO will appear. 17) Notifications Report This function allows the user to view a list of notifications reports for equipment the user has access to view. 18) Notifications Request Form This function provides the user a form to request owner and notification access to facilities. 102

103 Create New TERM Ticket Users should submit new TERM ratings proposals with the New TERM Ticket function. The User ID and Company name will automatically be filled out. The user should enter a brief Description of the Work to be done. Select Reason for Changes from drop down menu. The company can fill out this section for internal records. If Temporary is selected, Est. Start, End hours are required fields. Select either Planned or Immediate. Select either Permanent or Temporary. Select Clearance End A or End B (for line series devices, phase shifters, and certain breakers). Impedance and Charging value for selected equipment. Congestion Management is displayed. Rating grid can be populated by pressing the Default Ratings button. Alternatively, the fields can be populated manually by users. Select Station Name, Voltage and Equipment from the respective drop downs. 103

104 View/Revise Reports Users can search for TERM tickets and revise those tickets with the View/Revise Reports function. Limit results to Tickets, Ticket ID is a unique entry, only one response will return. Notifications, or Shared Tickets Select a specific Ticket Status, or leave it blank to view tickets in all statuses. After entering all desired criteria, select Apply Filter, which will return a report similar to the one below. Enter From and To dates for the times the tickets occur or the times the tickets were submitted. Note that if all fields are filled only tickets that meet both sets of criteria will appear. Click on a Ticket ID to open the ticket and view all of the information on it. Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. The tickets in yellow denote that the equipment is a tie line between two different companies. 104

105 TERM Ticket Revision Using a TERM Ticket Revision, users can make revisions to ratings, comments, reasons for change, status and estimated start and end dates. Duplicating the ticket keeps the ratings but requires new start/end dates to be added. Compares the previously submitted ticket to the newly submitted ticket and sees the % difference between them. View Limitations that had been added. Additional files may be uploaded to support the new ratings. 105

106 This is a Limitation that was added to a ticket. The Notification Log shows the changes in Acknowledgments. The History Log shows the changes in the Status and the Timestamp of the change. 106

107 Bulk Upload Users can upload a large amount of TERM tickets at once using a properly formatted.xls or.xlsx file. Users can upload ratings for many pieces of equipment at once. Users must select the reason for the upload; then select the file to upload containing the new ratings. Files must be.xls or.xlsx. If no issues occur, this message will be shown. Opens a sample file that details how the ratings should be uploaded. If the uploaded file did not contain all of the necessary information, an image similar to this one will return. 107

108 In this upload, there is a warning that occurred. This is a list of the pieces of Equipment and Temperatures where the issue has been found. Here an explanation of the Warning is found. Tickets with warnings are still allowed to be submitted. Uploads of equipment for which the user is not an owner are examples of Fatal Errors. Such errors prevent submittal. Other errors may occur. The error(s) must be fixed by the TO in order for the upload to be submitted to PJM. 108

109 New R, X, B Adjustment Request Users can request changes to R, X, B values by using the New R, X, B Adjustment Request function. Each of the fields must be selected. Once a Type is chosen, a Station Name can be chosen, then a Voltage and then an Equipment Type. Once each of the fields contains information, the image below will appear. Comments and additional information regarding the change request can be added here. TOs can enter proposed value changes using the New R, X, B Adjustment Request function. If no changes are made to a section, the user should write the same value. 109

110 Effective Ratings Users can search for the effective ratings which are the ratings that are currently present in the EMS model. Search for effective ratings by selecting Type, Station Name, Voltage, Equipment Name and End in that order only. As users make selections, other fields open. Users can choose to view their own facilities, facilities users have notification rights for, or both. Users can also choose to only show RXB tickets. After clicking the Apply Filter button, the effective ratings will be shown. These are the ratings that are in the PJM system at the time of the search. Extensive ticket information is shown on the left side of the ticket. The ticket ratings table is shown on the right side of the ticket. 110

111 Status Reports Users can search for the status of TERM tickets by using the Status Report function. Under Ticket Status, check one or more of the statuses. Click either the Ticket, Notifications or Shared Tickets radio button to select which type of report to view. Click the Apply Filter button to produce a report. Click on a Ticket ID to view more information about that ticket (see TERM Ticket Revision). Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Recently Restored Filter Users can view recently restored tickets by using the Recently Restored Filter function. Use the Recently Restored Filter to search for recently restored tickets. Select the desired criteria. 111

112 Click on a Ticket ID to view more information about that ticket (see TERM Ticket Revision). Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Historical Report Users can search for historical information on TERM tickets using the Historical Report function. If a specific Group Name or Ticket ID is known, it can be entered. Users can also search by selecting a Type, Station Name, Voltage, Equipment Name, and End in that order only. Select a Ticket Status a narrow the search. Users should only check boxes for the parameters they wish to view. Enter From and To dates for the times the tickets occur or the times the tickets were submitted. Note that if all fields are 112 filled only tickets that meet both sets of criteria will appear.

113 Extensive ticket history information is shown on the left side of the ticket. Historical ratings are shown on the right side of the ticket. Click an Overview link for more information on a ticket. The Historical Overview window gives more information on the historical table. 113

114 R, X, B Adjust Report Users can search for all adjustment requests made to the R, X, B values and can even create new requests to adjust the R, X, B from the report itself. Users can choose to view either facilities they own or facilities they are set to receive notifications about. After submitting a change, TOs are then brought to the R, X, B Adjustment Report filter. The R, X, B is defaulted to filter for tickets from only the Last 30 Days. Uncheck this box to view tickets older than 30 days. After pressing Apply Filter, will an R, X, B Adjustment Report returns. Users can filter by more than one Voltage level by holding the CTRL key and clicking each level to be filtered. Users can filter by one status at a time by using the Status drop down menu. Status can be changed to Canceled by Company in using the report. Users can select the Adjust R, X, B button to search for an R, X, B Request. Users can click on a History link to view a ticket s history of changes. 114

115 When the user selects History, the Status, User ID and Timestamp of the last adjustment are displayed. Once each of the fields is chosen, the following image will appear. After selecting Adjust R, X, B users can search by choosing Type, Station Name, Voltage, Equipment Name and End in that order only. As users make selections, other fields open. Enter the New values and the % Difference is automatically calculated. 115

116 Monitored Status Update Form Users can change the Adjusted Tariff Monitored Status with the Monitored Status Update Form. The Company Name field automatically fills in. The Status Updates are filtered by Facility Name and PJM EMS Station Name. Adjust Monitored Status Review Users can choose one Adjusted Tariff Monitored Status from the drop down and clicking the Submit Form button. Users can search for Adjusted Monitored Status information using the Adj. Monitored Status Review function. Users can choose a certain Status or Search by a known Facility Name tickets submitted in the Last 30 days or EMS Station Name. by checking the corresponding box. Tickets are listed in descending order of Ticket ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. 116

117 Historical Bulk Report Users can search for previously uploaded bulk TERM uploads using the Historical Bulk Report. Users can enter a date range for both Company Submitted dates and PJM Processed dates. Users can download bulk upload files by clicking a File Download link. Tickets are listed in descending order of Bulk ID by default. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Acknowledgement Required Users can view and acknowledge TERM tickets on units that they are set to receive notifications for using the TERM Notifications Requiring Acknowledgement function allows users to view tickets that have been submitted by other TOs on facilities that they have notification rights for that need to be acknowledged. Users can click a Ticket ID to view more information on a ticket. See TERM Ticket Revision to see what the new window looks like. Users must click the Ackn. checkbox for each ticket they are to acknowledge and then click the Acknowledge button. 117

118 Notification Report Filter Users can use the Company Notification Report Filter to view and edit their notification rights. The Company Notifications Report allows users to create reports of companies they are set to receive reports for. A Station Name must be chosen, but a Zone is not required in order to Submit the form. Users can remove equipment from their notifications list with the Company Notifications Report. Notification Request Form Owners (X) and other Transmission Companies (Y) can select and de-select the Zone and equipment for which they would like to receive notification in the Notification Request Form. Users can search for specific Stations by choosing information from any of the drop downs available. 118

119 Reactive Reserve Check PJM Dispatch requests Reactive Reserve data from Transmission Owners (TOs) for the generating units within their zone. Using the Reactive Reserve application, an All Call is sent to Local Control Centers (LLC) and Market Operation Centers (MOC). Users can use the Reactive Reserve application to respond to an RRC All Call. Business Rules TOs cannot submit RRC data until PJM creates a new RRC for their zone(s). Until PJM posts an RRC request, TOs can change the reactive reserve data and re-submit if necessary ) Submit RRC Data Opens RRC Company Data which users can use to enter RRC Data (Unit MVAR Reserve, Condensers/SVCs, Capacitor/Reactor) 2) RRC Report Search Used to view PJM RTO totals of completed and posted RRC reports and search for reports using the filter criteria available. 119

120 Submit RRC Data Users can submit information for Reactive Reserve Checks with the Submit RRC tool. Enter the appropriate values for each Company Zone field and click the Submit Form button to submit RRC data to PJM. Users can add data to each of the white boxes. Each box must contain a value, even if it is zero, 0. Once data is entered, click the Submit Form button and the following message will appear: 120

121 RRC Report Search Users can search for previous Reactive Reserve Check entries using the RRC Report Search function. If the user knows the request ID for a specific request that they wish to view, it can be entered here. Enter a date range for which the user wishes to view tickets. Check this box in order to view tickets during the past 30 days. Uncheck it if a date range is entered. When the information in the search criteria is properly input, select Apply Filter and a list of Reports (if any) will appear. Users can view, but not edit this 121

122 Instantaneous Reserve Check Instantaneous Reserve Check (IRC) is used to verify that enough reserve generation is available. All generators must report their reserve information to PJM when requested. IRCs are performed at least twice per day and the results are used to initiate some emergency procedures. There are separate reports for PJM Mid-Atlantic Region, Western Region, Southern Region and Northern Illinois. 1) Submit IRC Data In the IRC Company data window that appears, users should submit data for each appropriate field. 2) IRC Report Search Here users can search for specific IRC Reports or filter through a date range in order to view reports. 3) Old IRC Report Search Companies can use this tool to search through PJMs old IRC reports. 122

123 Submit IRC Data Using the Submit IRC Data function, users can send IRC Company Data to PJM. IRC data should be submitted about twice a day, during the morning and the afternoon, when requested by PJM. Users will only see columns for fields they have permission for. Quick Start (Hydro): the MW value of the company s hydro quick start capacity. Operating Reserve: the MW capacity value of the company s operating reserves. Synchronized Reserve: the MW capacity with breakers open, not running, in order to sync to bus within 10 minutes. Quick Start (Supplemental): the MW value of the company s supplemental reserve. Quick Start (Other): the MW value of the company s other quick start capacity. When the form has been submitted, the image below will be displayed. 123

124 IRC Report Search Using the IRC Report Search function, previous IRC reports can be viewed. Enter a valid Request Number to view a specific request. After entering any desired criteria, click the Apply Filter button to produce an IRC Report containing all relevant requests. Click the Most Recent button to view the most current IRC report. Enter To and From Dates to view a list of reports that occurred during that specific time frame. Click this box to view reports from the Last 30 Days. This is clicked by default. To view more detailed information on a specific Report ID, click on the corresponding hyperlink. 124

125 If a specific Report ID is chosen, a report similar to the one below will return. 125

126 Minimum Generation Report The Minimum Gen. Report application is used to alert the user that system conditions may require the use of minimum generation emergency procedures. Transmission Owners cannot submit Minimum Gen. Report data. Generation Owners must enter any prior information under Reported in Minimum Gen. Reports Here users can search for specific Minimum Generation Reports or filter through a date range in order to view reports. 126

127 Reports If the user knows the ID for a specific request that they wish to view, it can be entered in this box. Check this box in order to view tickets during the past 30 days. If checked, ignore the From Date and To Date fields. Apply Filter returns a list of Request IDs. Select a specific Request ID and more detailed information about the Request will appear in a format like the previous image, the Emergency Generation Report. Enter a date range for which the user wishes to view tickets. If dates are entered, uncheck the Last 30 Days checkbox. 127

128 Enter Reported reducible generation values available on declaration and/or during the event. Enter the Actual reduced generation values that occur as a result of a minimum generation emergency. These boxes include updates from PJM regarding minimum generation emergencies. 128

129 PJM Status Report Business Rules Manual reference: PJM M-13, Emergency Operations Manual - Attachment A 1) View Current System Report This function opens the Current System Report form. The Current System Report is updated every 15 minutes by PJM. 2) View Today s Peak Report This function allows users to view the current day s peak system report. This report is similar to the Current System Report and is generated for 0700 during the winter season and 1600 during the summer season. 3) View Previous Peak Report This function allows users to view previous peak reports by entering a specific ID or a date range.. 4) Res. Limit This function allows users to view and add Resource Limitations 5) On Cost Max. Emergency This function allows users to enter On Cost and Maximum Emergency data when requested. The On Cost Generation is MW loaded at the economical cost. Max Emergency Generation is the increment of power available on units above optimum economic output. Companies must enter this when requested by PJM. 6)Historical Reports This function allows users to view previous Supplemental Status Reports (SSR). 129

130 7) Today This function allows users to view Gen Checkout reports for the current date. This information is visible from 4:15 pm (1645) to midnight on the current date. 8) Tomorrow This function allows users to view reports for tomorrow s date. Reports are designated for tomorrow if they have not been posted until 4:15 pm of today s date. 9) Historical This function allows users to view reports that were posted in the past. 10) Ack. Reports This function allows users to select and view reports that have been acknowledged. 11) Unit Translation Report This function provides translations for unit names in edart, Gen Checkout and PJM s EMS. 130

131 View Current System Report Click the View Current System Report button from the PJM Status Report menu, and the current report will appear. If no current report is available, a message will indicate this. 131

132 View Today s Peak Report Click the View Today s Peak Report button from the PJM Status Report menu, and the peak report will appear. This report is similar to the current system report except that it shows the system data for the peak of the day. If no peak report is available, a message will indicate this. 132

133 Control Zone Detail Allows user to see the Peak Summary Report for CZ Details View Previous Peak Report Click the View Previous Peak Report button from the PJM Status Report menu, and the Peak Report Log menu will appear. This allows users to view specific peak reports by entering specific Request IDs or sorting by a date range. 133

134 Enter a date range for which the user wishes to view reports. Users can enter a specific Request ID to find an individual report. After entering any desired criteria, click the Apply Filter button. 134

135 When a specific Request ID is chosen, a report similar to the one below will return. The Refresh button allows users to update the results. This gives the user additional information, which is outlined by Zone. 135

136 Supplemental Status Reports (SSR) SSR provides a 72 hour forecast of system conditions in cases of severe system weather. Res. Limit User should submit SSR Resource Limitation information with the Resource Limitation Report function. Clicking the No Limitations button deletes the limitation and removes all data permanently. 136

137 Input the total MW hours available from the unit in the resource limitation if the unit was operating at maximum capacity. Add a description of the limitation. Choose a Generation Type from the drop down. A list of units will fill in after a Generation Type is chosen. If an ID is chosen, the user will be taken back to the previous screen. 137

138 On Cost Max Emerg. Enter On Cost data in the On Cost Generation/Max Emerg. Today form. Reports Enter data for On Cost and Max. Emergency where applicable. Users can view a report of previously entered SSR information with the SSR Report function. A list of Request IDs appears in order of Timestamp. Clicking an ID leads to the SSR Summary Data Filter. A Control Zone and one or more Regions must be chosen before users can click Submit Form. One or more Day periods can be chosen from the list available. 138

139 Once the Control Zone and/or Region(s) is chosen, an image similar to the one below will appear. Gen Checkout Report Fields The following information details the technical fields for the Gen. Checkout reports. 139

140 Period: Peak periods as outlined by PJM (Mid = 0300, Day = 1000, Eve = 2000) Reduct.: Sum of all tickets excluding ambient air tickets. Amb. Adj.: Sum of reduction of Ambient Air Generator Outage Tickets for unit at time of Period multiplied by -1. Amb. Adj. = (-1) * Reduction Econ Max.: Econ Max for a period assigned in emarket Emerg. Max: Emerg. Max for period assigned in emarket Adj. Cap. ICAP: Calculation of capacity remaining after Generator Outage Ticket Reduction. AC = ICAP + Amb. Adj. - Reduct (Emerg Max - Econ Max) Difference: Calculation of difference between emarket values and Adj. Capacity. Diff = ((Adjusted Cap. ICAP - Economic Max) / Adjusted Cap ICAP) x 100% Today Users can view Gen Checkout information for the current date with the Today function in Gen. Checkout. 140

141 Choose from the filtering criteria and either Totals or Breakdown then select Apply Filter. If there is a line highlighted in red, this means that there is a problem with the entry that should be corrected ASAP. Red indicates to companies that the entry is either above or below the tolerance limit. If there is a line that is highlighted in yellow, it means that the data has been accepted and is within the proper tolerance limits. 141

142 If the breakdown button is selected, an image similar to the one above will return. When a Unit Name is selected, a pop-up window will appear with additional information regarding the ticket history for the unit. The sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. If there are no reports a box that looks like the one below will return. 142

143 Tomorrow Users can view Gen Checkout information for the next day if available, with the Tomorrow function in Gen. Checkout. If there are no reports a box that looks like the one below will return. The sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. 143

144 Historical Users can view previously entered Gen. Checkout information with the Historical function in Gen. Checkout. A Report Date must be entered. These filters are only available if the date entered has Gen. Checkouts. Apply Filter will return a list, if any of Gen Checkout reports for the day entered. The sorting function allows users to choose how to sort the tickets. Place a 1 above the desired primary sort criteria and a 2 above the secondary sort criteria. If more than one Gen. Checkout Report exists for the date entered, ASM can be filtered. One or more options from the Zone, Type and Period criteria can be chosen for filtering. 144

145 Gen Checkout Ack. Reports Users can view previously acknowledged Gen. Checkout information with the Ack. Reports function in Gen. Checkout. Users can enter a specific date to find results from. After entering all desired criteria, click Apply Filter to get a list of reports. To view reports from the past 30 days check this box, if not keep it un-checked. To view reports from a specific date range, the From and To Dates can be entered here. Gen Checkout Unit Translation Report Users can view Unit Translation information with the Unit Translation Report function in Gen. Checkout. Users can choose a Control Zone from the drop down menu to sort by a specific Zone. Users can choose a Unit Type from the drop down menu to sort by a specific Unit. After entering all desired criteria, click Apply Filter to get a list of reports. 145

146 NERC Data NERC Data is used to transfer data between companies and NERC SDX (System Data Exchange). The edart model is translated to the PSSE (Power System Simulator Engineering) model ) PSSE Identifier Transmission Used by Transmission Read/Write users to add and view PSSE Identifiers. 2) NERC Load Forecast Report Used to input data/view the load forecast for today or several days in the future. 146

147 3 3) PSSE Identifier Generation Used by Generation Read/Write users to add and view PSSE Identifiers. Create New PSSE Identifier This section shows users how to add and view Transmission PSSE Identifiers. Type is a required field and can be chosen from the drop down menu. Once a Station Name is chosen, the Voltage level field will open for selections, and a Voltage level must be selected. Once a Type is chosen, the Station Name field will open for selections, and a station must be selected. To search for a PSSE identifier, select Apply Filter. To add this information as a new PSSE Identifier, click the Add PSSE ID button. Once a Voltage level is chosen, the Equipment Name field will open for selections, and a piece of equipment must be selected. If the user wants to see only equipment that has been modeled after a 147 certain date, enter the date in this field.

148 On the next page is a new PSSE Identifier that was filled in and submitted by selecting the Apply Filter button on the first image. If the user changes the Type, Station Name, Voltage, or Equipment Name the screen will reset to a window similar to the previous image. Station Names can be added, each must The ID field must be exactly be no more than 18 characters in length. 2 characters in length. The following image can be reached by selecting Add PSSE ID from the first or second image. All fields must be added before the form can be submitted. Select a Type from the drop down menu. Once a Station is chosen, the Voltage level field will open for selections and one should be selected. Once a Voltage level is chosen, the Equipment field will open for selections and one should be selected. The ID field must be exactly 2 characters in length. Once a Type is chosen, the Station field will open for selections and one should be selected. Once all of the fields are filled out, submit the form and an image similar to the image above will return. The Station Names added must be exactly 18 characters in length. 148

149 This section shows users how to add and view Generation PSSE Identifiers. Select a Type from the drop down menu to filter for a single type. Click the Apply Filter button and a PSSE Identifier Generation list similar to the one below will appear. Select a Type from the drop down menu to filter for a single type. Click Apply Filter to apply a Type filter. The Stations and IDs can be altered. 149

150 NERC Load Forecast Report To input data for or view the load forecast for today or several days in the future, select NERC Load Forecast Report button from the NERC Data Menu. Users can choose a NERC Load Submissions time period to be viewed. Select the start Date of the NERC Loads to be viewed. Data can be viewed. 150

151 Restoration Data PJM Dispatch initiates a Restoration Data drill to practice restoring the PJM system following a blackout. Business Rules PJM initiates restoration drill and can select which transmission zones, voltage levels and equipment types will be out of service. Only TOs in the selected zones can participate in the drill and restore equipment. Manual Reference: PJM Manual-36, System Restoration ) Current Drill This button is only present if a System Restoration Drill is currently in progress. 2) Reports This allows users to view completed Restoration Drills. The Current Drill will not appear on this list. 151

152 Current Drill Users can participate in active Restoration Data drills using the Current Drill section. Restoration Drills are used to practice bringing the PJM area back in service after a blackout. Choose a Company from the drop down menu. Users can only submit Restoration Data for the company they represent. The User Name field automatically fills in. This button takes users to the Restoration Report Filter window which allows more fields to be specified. It is described below. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. The Apply Filter button will apply the changes made to the sort order. Choose a Company from the drop down menu. Station, Voltage, and Equipment are available to choose from as fields to the left are chosen. A Type can be chosen from the drop down menu. From and To Dates and Times can be specified. 152

153 Reports Users can search for previous Restoration Data drill entries using the Reports function. Select a specific Drill ID in order to view more detailed information about it. This button returns users to the Main Menu. This takes users to a new window which allows more fields to be specified. It is described in the next image. Select a Company from the drop down menu. Place a 1 above the desired primary sort criteria and a 2 above the function that is to be the secondary sort, and so on. Clicking Apply Filter will apply sort preferences. 153

154 Choose a Company from the drop down menu. A Type can be chosen from the drop down menu. Station, Voltage, and Equipment are available to choose from as fields to the left are chosen. Enter From and To Dates and Times. Submit the form to view only reports that meet all of the specified data. 154