Iec Tr 62746-2-2015.Pdf

IEC TR 62746 2 Edition 1 0 201 5 04 TECHNICAL REPORT Systems interface between customer energy management system and the power management system – Part 2 Use cases and requirements IE C T R 6 2 7 4 6[.]

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CONTENTS

FOREWORD 6

INTRODUCTION 8

1 Sco e 1

2 Terms, definition an a breviation 12 2.1 Terms an definition 12 2.2 Ab reviation 18 3 Req irements 19 3.1 Common arc itecture model – arc itectural req irements 19 3.2 SG CP (Smart Grid Con ection Point 2

3.2.1 Sco e 2

3.2.2 Definition of SG CP (Smart Grid Con ection Point 2

3.2.3 Purp se of definition of SG CP (Smart Grid Con ection Point 2

3.2.4 Target of deman / s p ly of p wer an information that is sent an received 2

3.2.5 Fu ctional req irement of SG CP (Smart Grid Con ection Point 2

3.3 Commu ication req irements for the Smart Grid an the Smart Grid Con ection Point (inter ace into the premises) 2

3.4 Common mes ages – information to b ex han ed 2

3.4.1 General 2

3.4.2 Intention of u er stories an u e cases 2

3.4.3 Relation hip of u er stories an u e cases 2

3.4.4 Req irements f or information ex han e 2

3.4.5 Energ management con e ts 4

3.4.6 Fu ction-sp cif i prof iles 4

3.4.7 Comfort, management an statu information 4

3.4.8 Upcomin prof iles f or new service req irements 4

An ex A (informative) User stories an u e cases col ection 4

A.1 User stories 4

A.1.1 General 4

A.1.2 JWG1 Flex start was in mac ine 4

A.1.3 JWG2 Flex start EV c argin 5

A.1.4 JWG3 Severe grid sta i ty is ues 51

A.1.5 JWG4 Power l mitation PV 51

A.1.6 JWG5 CEM manages devices 5

A.1.7 JWG6 Cu tomer sel s flexibi ty 5

A.1.8 JWG7 Cu tomer sel s decentral zed energ 5

A.1.9 JWG8 Grid- elated emergen y situation 5

A.1.10 JWG9 Cu tomer con ects new smart device 5

A.1.1 JWG10 Energ con umption inf ormation 5

A.1.12 JWG1 Unexp cted dis on ect 5

A.1.13 JWG12 Exp ctedYe rlyCostsOfSmartDevice 5

A.1.14 JWG13 Energ storage an f eed in b sed on tarif f 5

A.1.15 JWG14 Energ Con umptionManagementFromExternal 5

A.1.16 JWG15 Manage in-premises b tery s stem 5

A.1.19 JWG18 Control a pl an es b sed on price inf ormation 5

A.1.2 JWG19 Control a pl an es b sed on energ savin s sig al 5

A.1.21 JWG2 Control a pl an es b f ore p wer c t 5

A.1.2 JWG21 Control a pl an es in case of natural disaster 5

A.1.2 JWG2 Bi ateral DR-negawat 5

A.1.2 JWG2 User story l g tin 6

A.1.2 JWG2 Energ market flexibi ty management 6

A.1.2 Ja anese bui din s enarios on energ management 6

A.2 User stories an u e case ma pin ta le 6

A.3 Use case des ription 7

A.3.1 Overview 7

A.3.2 Hig level u e case (JWG1 0 ) Flexible start of a smart device (SD) 71

A.3.3 Sp cial zed u e case (JWG1 01) SD inf orms CEM a out f lexible start 7

A.3.4 Sp cial zed u e case (JWG-SPUC1 0 ) CEM informs SD a out startin time 8

A.3.5 Sp cial zed u e case (JWG1 0 ) CEM inf orms SD a out slot s ift 8

A.3.6 Sp cial zed u e case (JWG1 10) Control of Smart home a pl an es b sed on price information by time slot 9

A.3.7 Hig level u e case (JWG1 1 ) fuel cel o eration with fixed tarif

profi e 10

A.3.8 Hig level u e case (JWG1 2x) manage mixed energ s stem lke he t

pumps with pv, storage b tery 10

A.3.9 Hig level u e case (JWG1 3x) log mixed energ s stem events of he t

pumps with pv, storage b tery 1 5

A.3.10 Hig level u e case (JWG12 x) Provide local p wer managin

ca a i ties 12

A.3.1 Hig level u e case (JWG121x) Provide local p wer managin

ca a i ties 13

A.3.12 Hig level u e case (JWG2 0 ) Deman Sup ly Adju tment 13

A.3.13 Hig level u e case (JWG2 01) Cas aded CEM 14

A.3.14 Hig level u e case (JWG2 0 ) District Energy Management 15

A.3.15 Hig level u e case (JWG2 10) Information ex han e on distributed

p wer s stems with RES 16

A.3.16 Hig level u e case (JWG2 2x) Pe k Shif t Contribution by Bat ery

Ag regation 171

A.3.17 Hig level u e case (JWG2 41) Power Adju tment Normal Con ition 2 0

A.3.18 Hig level u e case (JWG2 4 ) Energ ac ommodation for bui din s

u der disaster con ition 2 7

A.3.1

9

Hig level u e case (JWG21 x, b sed o WGSP21 x ) Tarif

-Con umption inf ormation ex han e 214

con umption, price device statu , an warnin s with external actors an

within the home 2 6

A.3.21 Hig level u e case (JWG212x, b sed o WGSP212x ) Direct lo d

-generation management (international) 2 1

A.3.2 Hig level u e case (WGSP212 ) Direct lo d / generation management

(Euro e n) .2 1

A.3.2 hig level u e case (WGSP214 ) Tarif f s n hronization 2 9

A.3.2 Hig level u e case (JWG3 x ) Energ Flexibi ty Management 311

A.3.2 Sp cial zed u e case (JWG3101) Energy prod ction/storage integration 3 2

A.3.2 Sp cial zed u e case (JWG310 ) Power los notif i ation an analy is 3 9

A.3.2 Sp cial zed u e case (JWG310 ) Historical data vis al zation (external

data proces in an storage) 3 5

Bibl ogra h 3 0

Fig re 1 – Examples of deman resp n e ca a i ties 10

Fig re 2 – Smart en ironment as of today 1

Fig re 3 – Req irements for intero era i ty 12 Fig re 4 – External actor definition 15 Fig re 5 – Internal actor definition 15 Fig re 6 – Smart Grid Co rdination Group Fu ctional Arc itecture Model (Smart Grid Co rdination Group Su taina le Proces (EU M4 0) [9] 19 Fig re 7 – Interaces in the Fu ctional Arc itecture Model 2

Fig re 8 – Neutral inter aces 21

Fig re 9 – Ma pin I/F stru ture 21

Fig re 10 – Example of a ma pin of mes ages 2

Fig re 1 – Dif ferent CEM con g ration se SG-CG/M4 0 [5] to [9] 2

Fig re 12 – Ph sical combination 2

Fig re 13 – Examples of CEM arc itecture 2

Fig re 14 – “Group of domain ” an “Fu ctional Arc itecture Model” 2

Fig re 15 – Smart Grid Con ection Point SG CP 2

Fig re 16 – SG CP (in the case of inter uption of electrical p wer s p ly f rom energ s p l er) 2

Fig re 17 – User stories an u e cases proces 2

Fig re 18 – Relation hip u er stories an u e cases 2

Fig re 19 – Examples of inf ormation to b ex han ed 3

Fig re 2 – Seq en e Diagram Flexible Start 31

Fig re 21 – Seq en e diagram price an en ironmental information 31

Fig re 2 – Seq en e diagram startin time 3

Fig re 2 – Traff i Lig t Con e t 41

Fig re 2 – Stru ture of a p wer prof ile 4

Fig re 2 – Con umption an generation 4

Fig re 2 – Stru ture of an e s p wer profi e 4

Fig re 2 – Stru ture of a price profi e 4

Fig re 2 – Stru ture of a lo d / generation management profi e 4

Fig re 2 – Stru ture of a temp rature profi e 4

Fig re A.1 – Kin s of u er stories 4

Fig re A.2 – Use case an req irements proces 7

Fig re A.3 – Smart Grid Co rdination Group Arc itecture Model [9] 7

Fig re A.4 – SG CG Arc itecture Model [9] 7

Fig re A.5 – Seq en e diagram 7

Fig re A.6 – SG CG Arc itecture Model [9] 7

Fig re A.7 – Seq en e diagram 8

Fig re A.10 – Seq en e diagram 9

Fig re A.1 – SG CG Arc itecture Model [9] 9

Fig re A.12 – SG CG Arc itecture Model [9] 10 Fig re A.13 – Seq en e Diagram 1 1 Fig re A.14 – SG CG Arc itecture Model [9] 1 1 Fig re A.15 – Seq en e diagram 1 9 Fig re A.16 – SG CG Arc itecture Model [9] 12 Fig re A.17 – Seq en e diagram 12 Fig re A.18 – SG CG Arc itecture Model [9] 12 Fig re A.19 – Seq en e diagram 13 Fig re A.2 – SG CG Arc itecture Model [9] 13 Fig re A.21 – Seq en e diagram 141 Fig re A.2 – Seq en e diagram 14 Fig re A.2 – Seq en e diagram 15 Fig re A.2 – Seq en e diagram 16 Fig re A.2 – Use case diagram 181 Fig re A.2 – Seq en e diagram 2 2 Fig re A.2 – Seq en e diagram 2 9 Fig re A.2 – Seq en e diagram 2 1 Fig re A.2 – SG CG Arc itecture Model [9] 2 2 Fig re A.3 – Seq en e diagram 2 6 Fig re A.31 – SG CG Arc itecture Model [9] 2 7 Fig re A.3 – SG CG Arc itecture Model [9] 2 4 Fig re A.3 – Seq en e diagram 2 9 Fig re A.3 – Seq en e diagram 2 4 Fig re A.3 – Seq en e diagram 2 6 Fig re A.3 – SG CG Arc itecture Model [9] 3 2 Fig re A.3 – Seq en e diagram 3 6 Fig re A.3 – Seq en e diagram 3 8 Fig re A.3 – Seq en e diagram 3 9 Fig re A.4 – Seq en e diagram 310 Ta le 1 – Information req irements col ection 3

Ta le 2 – Information req irements “Energy Prof ile” 4

Ta le 3 – Information req irements “Price an En ironment Profi e” 4

Ta le 4 – Information req irements “Direct L ad / Generation Management Prof ile” 4

Ta le 5 – Information req irements “Temp rature Prof ile” 4

Ta le A.1 – User stories – Use case ma pin ta le 6

INTERNATIONAL ELECTROTECHNICAL COMMISSION

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commit e 5 : Power s stems management an as ociated information ex han e

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Intel gent, integrated energ s stems f or smart en ironments

NOT This Intro u tio is a e tra t f rom th “Dema d – Re p n e – White Pa er, Sieme s AG, 2 10 [1]

1

In 2 0 , the n mb r of p o le l vin in con rb tion arou d the world s rp s ed that of those

l vin in rural are s Today, large cities worldwide ac ou t for 7 p r cent of energ deman ,

an generate a large p rcentage of total carb n dioxide emis ion For this re son, a n mb r

of cities an metro oltan are s have set themselves ambitiou go ls toward red cin

emis ion by in re sin the eff i ien y of their inf rastru tures These go ls aim to have a

p sitive imp ct on the en ironment, whi e contin in to en an e the q al ty of l fe of growin

urb n p pulation

The tran ition to a new “electrical era” in whic electricity is b comin the prefer ed energ

source for most every ay a plcation is c r ently takin place This is governed by thre key

f actors: demogra hic c an e, s arcity of resources, an clmate c an e In the me ntime,

two develo ment tren s are of p rtic lar interest:

• the deman for electricity is contin in to grow

• the energ s stem is s bject to dramatic c an es

The exp rien ed c an es to the energ s stem mig t vary, b sed on whether they are

national y or cros -national y o served Some of the c an es are cau ed by electricity

prod ction an f l ctuatin p wer s p ly sources

Unti recently, lo d dictated prod ction, a method whic influen ed how intercon ected p wer

s stems were desig ed Power generation was central zed, control a le, an a ove al,

rel a le The lo d was statistical y predicta le, an energ flow was u idirectional, that is fom

prod cer to con umer

These asp cts of p wer generation are c an in Firstly, the risin p rcentage of flu tuatin

prod ction within the energ mix broug t a out by renewa les red ces the level of p wer

generation control avai a le Secon ly, the energ flow is no lon er u idirectional y sent fom

prod cer to con umer; now the con umer is slowly turnin into a “pros mer,” a term whic

pros mers are cogeneratin he t an p wer with their own solar p nels or microCHPs, for

example This tren is set to contin e, as government b dies contin e to provide in entives to

domestic u ers to b come “pros mers” as p rt of their in re sed energ eff i ien y p l cies

Managin re ctive p wer in relation with p wer s stem voltage control wi b come more

imp rtant in situation an region where distributed generation an p wer storage is or wi

b come a s bstantial p rt of the total p wer deman of that region The total p wer deman

in the region wi b generated p rtly by the central p wer station that are con ected to the

tran mis ion s stem an the p wer generated local y by generators an storage f aci ties

con ected to the distribution network in that region It wi not b s f ficient to switc

distributed generators an /or storage f aci ties of premises of d rin emergen y situation in

the p wer s stem In future it wi b thin a le an it alre dy ha p n that in certain region

situation in the network Voltage an f eq en y wi not only b control ed by central p wer

dif ferent p rties in olved)

Ultimately, the way of the future wi have to b that, up to a certain extent, the lo d fol ows

the energ avai a i ty

The way in whic lo d (b ing deman or local generation) at the con umer side can b

managed, is throu h the mec anisms of Deman Resp n e an Deman Side Management

When ref er in to Deman Resp n e an Deman Side Management, within this tec nical

re ort the fol owin definition of EURELECTRIC [2] in its p p r “EURELECTRIC Views on

Deman -Side Particip tion” is u ed:

• "Deman Side Management (DSM) or L ad Management has b en u ed in the (mainly

sti vertical y integrated as op osed to u bu dled) p wer in u try over the last thirty

ye rs with the aim “ o red ce energ con umption an improve overal electricity

u age ef ficien y throu h the implementation of p l cies an method that control

electricity deman Deman Side Management (DSM) is u ual y a tas f or p wer

comp nies / uti ties to red ce or remove p ak lo d, hen e defer the in tal ation of

new ca acities an distribution faci ties The commonly u ed method by uti ties for

deman side management are: combination of hig eff i ien y generation u its, p ak

-lo d s avin , lo d s iftin , an o eratin practices f aci tatin eff i ient u age of

electricity, etc.” Deman Side Management (DSM) is theref ore c aracterized by a ‘to

-down’ a pro c : the uti ty decides to implement me s res on the demand side to

in re se its eff i ien y

c stomer b comes active in managin his/her con umption – in order to ac ieve

ef ficien y gain an by this me n monetary/economic b nef its Deman Resp n e

(DR) can b defined as “ he c an es in electric u age by en -u e c stomers f rom their

normal con umption p t ern in resp n e to c an es in the price of electricity over

time Further, DR can b also defined as the in entive payments desig ed to in u e

lower electricity u e at times of hig wholesale market prices or when s stem rel a i ty

is je p rdized DR in lu es al intentional modification to con umption p t ern of

electricity of en u e c stomers that are inten ed to alter the timin , level of

in tantane u deman , or the total electricity con umption” DR aims to red ce

electricity con umption in times of hig energ cost or network con traints by al owin

c stomers to resp n to price or q antity sig als."

The intent of deman resp n e an deman side management programs is to motivate en

u ers to make c an es in electric u e, lowerin con umption when prices spike or when grid

rel a i ty may b je p rdized These con e ts refer to al f un tion an proces es a pled to

in uen e the b haviour of energ con umption or local prod ction This le d to a more

eff i ient energ s p ly whic al ows the con umer to b nefit fom red ced overal energ

costs

In this context, the re ort foc ses on the sig als ex han ed b twe n the grid an the

premise, whic may go f rom simple sig al n to integrated lo d management

Sin e man comp nents mu t b integrated to inter ace within a deman resp n e solution, a

s ita le commu ication inf rastru ture is of p ramou t imp rtan e

There is a variety of eq ipment con ected to the grid, whic may b in lu ed in a deman

resp n e solution Su h devices can act as an energ source or lo d Some devices can act

as b th an energ source an a lo d alternately, de en in on the o eration mode selected

In resp n e to lo d p ak or s ortages, selected generation sources can b switc ed on,

lo d switc ed of f, an storages dis harged In ad ition, lo d with buf fer or storage ca acity

can b switc ed on to make u e of pref er ed energ generation when avai a le

As s own in the examples in Fig re 1, some device typ s provide storage or buff er ca a i ty

f or energ A storage device can give b c the energ in the same typ as it was fi ed An

example of this is a b t ery A buf fer device, however, can store energ only in a con erted

f orm, in the way that a b i er stores energy by he tin up water; it is only ca a le of lo

d-s iftin Devices ca a le of storage, however, can b uti zed ful y for energ b lan in within

the electrical grid

So rc : Sieme s AG [1]

IE C

SYSTEMS INTERFACE BETWEEN CUSTOMER ENERGY

Part 2: Use cases and requirements

The s c es of the Smart Grid an Smart Home/Bui din /In u trial a pro c is very mu h

Home/Bui din /In u trial en ironment have a common u derstan in of mes ages an data in

a defined intero era i ty are (in a bro der p rsp ctive, it do s not mater if it as an energy

related mes age, a management mes age or an informative mes age)

In contradiction, today’s premises are covered by diff erent network an stan alone devices

(se Fig re 2)

Figure 2 – Smart e vironme t a of toda

The s o e of this tec nical re ort is to des rib the main pi ars of intero era i ty to as ist

diff erent Tec nical Commite s in def i in their interaces an mes ages coverin the whole

c ain b twe n a Smart Grid an Smart Home/Buidin /In u trial are (se Fig re 3)

IE C

Fig re 3 – Re uireme ts f or interoperabi ity

The main to ic of this tec nical re ort are:

• To des rib an arc itecture model fom a logical p int of view;

• To des rib a set of u er stories that des rib a n mb r of situation related to energ

flexibi ty an deman side management as wel as an outl ne of p tential upcomin Smart

Bui din an Smart Home s ena os The set of u er stories do s not have the ambition to

l st al home an bui din (energ ) management p s ibi ties, but is me nt as a set of

examples that are u ed as input in u e cases an to c ec that the set of u e cases is

complete;

• To des rib a set of u e cases b sed on the u er stories an arc itecture The u e cases

des rib s enarios in whic the commu ication b twe n elements of the arc itecture are

identified;

• To f urther detai the commu ication, identified in the u e cases, by des ribin the

req irements for mes ages an inf ormation to b ex han ed

This tec nical re ort can also b u ed as a blue print f or further smart home solution l ke

remote control, remote monitorin , ambient as istant l vin an so forth

2 Terms, def initions and abbreviations

For the purp ses of this doc ment, the fol owin terms, def i ition an a breviation a ply

clas sp cification of a seq en e of action , in lu in variants, that a s stem (or other entity)

can p rf orm, interactin with actors of the s stem

IEC

2.1.1.2

us c se

des ription of the p s ible seq en es of interaction b twe n the s stem u der dis u sion

an its external actors, related to a p rtic lar go l

Note 1 to e try: A u e c s is th d s riptio of o e or s v ral fu ctio s p rorme b th re p ctiv a tors

[SOURCE: Al stair Coc burn, Writ in efe t ive use c ses]

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

us c se template

f orm whic al ows the stru tured des ription of a u e case in predef i ed field

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

u e case whic des rib s a general req irement, ide or con e t in e en ently f rom a

sp cific tec nical re l zation l ke an arc itectural solution

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.5

primary us c s

u e cases whic des rib in detai the fu ctional ty of (a p rt of ) a bu ines proces

Note 1 to e try: Primary u e c s s c n b relate to a primary g al or fu ctio whic c n b ma p d to o e

arc ite tural s lutio

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

u e case whic is bro dly ac e ted for stan ardization, u ual y col ectin an harmonizin

dif ferent re l u e cases without b in b sed on a project or tec nological sp cific solution

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.8

u e case whic is u in sp cific tec nological solution / implementation

EX MPLE Us c s with a s e ific intera e proto ol

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.9

individual us c s

u e case whic is u ed sp cific for a project or within a comp n / organization

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

place where information l ke u e cases can b stored (Use Case Management Re ository)

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.13

data ase for editin , maintenan e an administration of u e cases whic are b sed on a

given u e cases template

Note 1 to e try: Th UCMR is d sig e as c l a orativ platf orm f or sta d rdizatio c mmite s, inter

ala e uip e with e p rt f un tio alties as UML mo el or te t template

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.14

a tor

entity that commu icates an interacts

Note 1 to e try: Th s a tors c n in lu e p o le, s ftware a plc tio s, s stems, d ta a e , a d e e th p wer

a tor [e ternal]

entity havin b havior an interactin with the s stem u der dis u sion (s stem as ‘blac

Fig re 4 – External a tor definition

2.1.16

a tor [intern l]

entity actin within the s stem u der dis u sion (actor within the s stem; s stem as ‘white

b x’) to ac ieve a sp cif i go l (se Fig re 5)

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

Figure 5 – Internal a tor definition

2.1.17

role

2.1.17.1

role

role played by an actor in interaction with the s stem u der dis u sion

Note 1 to e try: L g ly or g n ric ly d fin d e tern l a tors ma b n me a d id ntif i d b th ir role

2.1.17.2

role

external inten ed b havior of a p rty

EX MPLE A le aly d fin d mark t p rticip nt (e.g grid o erator, c stomer, a g n ric role whic re re e ts a

b n le of p s ible role (e.g f l xibi ty o erator or a artificialy d f i e b d n e e for g n ric pro e s a d u e

c s d s riptio s

IE C

IE C

Note 1 to e try: A p rty c n ot s are a role.

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.18

arc ite ture

f un amental con e ts or pro erties of a s stem in its en ironment emb died in its elements,

relation hips, an in the prin iples of its desig an evolution

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.19

typical in u try ar an ement of comp nents an s stems, b sed on a sin le arc itecture,

servin a sp cif i set of u e cases

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

coordinating TC

tec nical commite within a stan ardization organization takin over the resp n ibi ty for

agre d u e cases whi e in olvin other interested an con erned tec nical commit e s

Note 1 to e try: For e ample th re p n ibi ty mig t in lu e f urth r d tai n , a aly is, mainte a c a d

general con e t of elasticity of resource de loyment (deman , storage, generation) providin

an i ary services f or the grid sta i ty an / or market o timization (c an e of p wer

con umption, red ction of p wer fe d-in, re ctive p wer s p ly, etc.)

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

f le ibi ty of f er

f le -of fer

off er is ued by roles con ected to the grid an providin flexibi ty profies in a f i e-grained

man er dy amical y s hed led in ne r re l-time, e.g in case when the energ prod ction

f rom renewa le energ sources deviates fom the f orecasted prod ction of the energ s stem

Note 1 to e try: Fle ibi ty ofer starts a n g tiatio pro e s

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

f le ibi ty o erator

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

mark t

o en platform o erated by a market o erator tradin energy an p wer on req ests of market

p rticip nts placin orders an off ers, where ac e ted off ers are decided in a cle rin

proces , u ual y by the market o erator

EX MPLE En rg , b la cin p wer / e erg , c p citie or in g n ral a ci ary s rvic s

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

Smart Grid Conn ction Point (SG CP)

b rderl ne b twe n the are of grid an markets toward the role c stomer (e.g hou ehold ,

bui din , in u try)

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

internal automation fu ction of the role c st omer for o timization ac ordin to the

preferen es of the c stomer, b sed on sig als f om outside an internal f lexibi ties

CEM in lu es a semantic ma pin f or received an sent mes ages b twe n CEM-con ected

devices

EX MPLE A d ma d re p n e a pro c u e v ria le tarif fs to motiv te th c stomer to s if t c n umptio in a

diff ere t time h riz n (ie lo d s if tin ) On c stomer sid th sig als are a tomatic ly e alu te a c rdin to th

pre et c stomer prefere c s lk c st o timiz tio or CO2 s vin s a d a pro riate fu ctio s of o e or more

c n e te d vic s are initiate

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

2.1.2

smart de ic

device whic is ca a le to interact with a CEM an is a le to b managed in an overal

energ ef ficien y o timization ac ordin to its ca a i ties

2.1.2

traf fic l ght conc pt

on one han a con e t whic des rib s the relation b twe n the u e of flexibi ties on the grid

side (red phase) an the market side (gre n phase) an the inter elation b twe n b th (yel ow

phase), on the other han a u e case whic evaluate the grid statu (red, yel ow, gre n) an

provides the inf ormation toward the relevant market roles

[SOURCE: SG-CG/M4 0/E_Smart Grid Use Case Management Proces :2 12 [9]

me s res taken by market roles (e.g uti ties, ag regator) control n electricity deman as

Deman -Side Particip tion [2])

2.1.3 2

dema d side ma a eme t (DSM)

proces that is inten ed to in uen e the q antity or p t ern of u e of electric energ

con umed by en -u e c stomers

con e t des ribin an in entivizin of c stomers by costs, ecological inf ormation or others in

order to initiate a c an e in their con umption or fe d-in p tern ( b tom-up a pro c ” =

Cu tomer decides, b sed on EURELECTRIC Views on Deman -Side Particip tion [2])

f un tion spe ific pro le

set of data with req irements on the stru ture an typ of data

Note 1 to e try: This c ntain a d s riptio of th informatio c rie b th pro le s c th t a ma pin b twe n

diff ere t in ta tiatio s of th t pro le is p s ible with a minimum of s ma tic lo s

name of relative or a solute me s rement u it f om a s stem of u its preceded by a

con ersion multipl er for the value

2.2.1

Joint Workin Group Use Cases an Req irements

EX MPLE JWG1 Fle Start Wa hin Ma hin (s e A.1.2)

2.2.2

SEE: [5] to [1 ]

3.1 Common arc ite ture model – arc ite tural re uireme ts

The arc itecture in this tec nical re ort, is whic is u ed for analy in req irements for

mes ages an inf ormation models, f oc ses on in-premises arc itectural req irements,

where s other p rts of IEC 6 7 6 des rib the arc itecture on the grid side

The arc itecture s own in Fig re 6 is the fu ctional ref eren e diagram, des rib d in the Smart

-CG/M4 0/E_Smart Grid Use Case Management Proces [9]

In this logical arc itecture the Smart Grid Con ection Point (SG CP) re resents the interace

f rom the Grid into the premises The Cu tomer Energ Manager (CEM) provides the f lexibi ty

by managin p wer con umption/generation of con ected smart devices, throu h the energy

management gateway, whi e the smart meterin an the simple external con umer display

provide a n mb r of f un tional ties whic are des rib d in more detai in work of the Smart

Meters Co rdination Group The energ management gateway commu icates with the

meterin c an el an the smart meterin throu h the Smart Meterin Gateway The gateway

in this arc itecture splt dif ferent network (Wide Are Network, Neig b rho d Are Network

an L cal Are Network) an may b , as f urther des rib d b low, integrated with other

f un tional entities A detai ed dis u sion can b f ou d in 3.2

The Cu tomer Energy Manager (CEM) is the central managin fu ction It decides an

manages b sed on information comin f om the grid an /or f rom the smart devices The term

“Energ ” within CEM reflects the deman of SG-CG to foc s on Energy In a typical home or

bui din en ironment this manager wi l kely manage al kin s of f uture service an

management s enarios an wi b the b sis f or AAL (Ambient As istant Livin ) an other

f uture User Scenarios

Figure 6 – Smart Grid Coordination Group F nctional Arc ite ture Model

(Smart Grid Co rdinatio Gro p S stainable Proc s (EU M4 0) [9]

NOT 1 Th a tors in th a o e arc ite ture are fu ctio al e titie , whic me n th t s me of th m ma b p rt

of th s me p y ic l d vic (e.g CEM f un tio alty ma b p rt of a smart d vic , th smart meter mig t als

e c mp s th smart meterin g tewa a d CEM, etc.) This wi b d taie via furth r e ample

IE C

The external actors A an B, identified in this f un tional arc itecture, re resent (s stems of)

market roles that commu icate throu h the Smart Grid Con ection Point (SG CP) Examples

of these roles are Grid o erator, meter data col ector, meter o erator, ag regator, s p l er,

f lexibi ty o erator, etc

The actual role of actor A or B de en s on the local market organization in a memb r state

an comp tition In the s o e of this re ort, actor A is defined as the external actor

commu icatin with the energ management gateway whi e actor B is def i ed as the external

actor commu icatin with the smart meterin gateway

For the sake of simpl city, the u e cases in this tec nical re ort do not re resent the energ

management gateway an the smart meterin gateway – when develo in the u e cases, it

was as umed that the gateway do not provide f un tional ties contributin toward the go ls

of the u e cases These do however provide f un tional ty in terms of routin information,

tran lation of protocols, device management, sec rity an service ca a i ties

Within this arc itecture model, 3 main dif ferent interaces (se Fig re 7) are neces ary to

s p ort Intero era i ty b twe n:

1) Smart Grid Con ection Point & Cu tomer Energ Manager via Energ Management

2) Smart Grid Con ection Point or Smart Meter & Cu tomer Energ Manager via Smart

3) Cu tomer Energ Manager an a smart device

Figure 7 – Interfa e in the Functional Arc ite ture Model

NOT 2 A smart d vic c n b in a ra g of v ry simple u to v ry c mple d vic s

The main target of this doc ment is to ena le Tec nical Commite s to define mes ages an

inf ormation ex han e neces ary to en ure intero era i ty b twe n Smart Grid, CEM an

smart devices

These mes ages an information ex han e are defined on a neutral b sis (b sed on a

tec nolog in e en ent neutral inter ace) This impl es that we are talkin a out a pl cation

level an do not des rib sp cif i protocol relevant mes ages on lower ISO/OSI levels

IE C

Ma pin s are the resp n ibi ty of domain sp cific protocol owners However, this also imples

that mes ages are tran f er ed to ma pin s ( yp s of devices, s p orted by domain sp cific

protocols)

Fig res 8 to 10 des rib the en -p int arc itecture

NOT 3 Th e uipme t, me s g s a d ma pin of me s g s s own in th folowin dia rams (Fig re 8 to 10)

are e ample

Figure 8 – Ne tral interfa e

Fig re 9 – Map ing I/F structure

In this context the CEM may u e a dif ferent set of mes ages an information ex han e to

manage smart devices as f or the ex han e with the grid (se Fig re 10)

IE C

IE C

Fig re 10 – Ex mple of a mapping of me s g s

As mentioned a ove, the CEM may act as a central management s stem, whie p ralel

workin CEMs may also co xist, as s own in Fig re 1

NOT Ba e o th SG CG picture [5 to 9], this f i ure als c v rs in u trial a plc tio s

Fig re 1 – Dif erent CEM configurations s e SG-CG/M4 0 [5] to [9]

Fig re 12 l sts example ma pin s of “logical b xes” to ph sical device combination

IE C

IE C

Figure 12 – Phy ic l combinations

CEMs may b cas aded An example of a cas aded CEM stru ture is s own in Fig re 13

Cas aded CEM stru tures however are not the s bject of this tec nical re ort

are to b defined in other p rts of IEC 6 7 6-x In ad ition, cas aded CEM stru tures in ide

premises (CEM – Sub CEM) are part of further dis u sion an may b come p rt of upcomin

version of IEC 6 7 6-2

Figure 13 – Ex mple of CEM arc ite ture

IE C IEC

3.2 SG CP (Smart Grid Conne tion Point)

This section con iders the inter ace b twe n the “Group of Energ Sup l er domain ” an the

“Group of Cu tomer domain ” as s own in Fig re 14 Both domain are as defined in the

Smart Grid Con e tual Model (se e.g NIST Smart Grid Con e tual Model [3])

NOT In this d c me t th NIS mo el is u e a a e ample for th Smart Grid Co n ctio Point alth u h

th re are oth r mo els s c a th ENT O-E “Harmo iz d ele tricity mark t role mo el”

Those actors of the Cu tomer domain, s c as DER, that have energ s p ly fu ction here

b lon to the “Group of Cu tomer domain ”

Figure 14 – “Group of domains” a d “Functional Arc ite ture Model”

3.2.2 Definition of SG CP (Smart Grid Con e tion Point)

The SG CP (Smart Grid Con ection Point is the interf ace over whic the “Group of Energ

Sup ler domain ” an the “Group of Cu tomer domain ” ex han e inf ormation on the control

of deman an s p ly p wer (se Fig res 14 an 15)

In the case of an inter uption of the electrical p wer s p ly f om an energ s p l er, the

control of deman / s p ly p wer is re l zed with the co p ration b twe n the service

provider an the c stomers throu h the grid (se Fig re 16) In this, the inf ormation for the

control of deman / s p ly p wer is sent an received via the SG CP

3.2.3 Purpos of definition of SG CP (Smart Grid Conne tion Point)

The purp se of definin SG CP is to clarify “ he p int of the interf ace for the deman / s p ly

control of p wer b twe n actors” an “ he sen in an receivin of inf ormation via the p int

IE C

3.2.4 Target of dema d / s pply of p wer a d inf ormation that is s nt a d re eiv d

On the control of deman / s p ly p wer b twe n the “Group of Energy Sup ler domain ”

an the “Group of Cu tomer domain”, “ he fu ction of the s p l er an the c stomer that are

implemented throu h the SG CP” re lze “ he marketin of p wer, the deman / s p ly

adju tment of p wer, the p wer s stem sta i zation ( he an i ary service), the p wer

o timum u age of the c stomer, the red ction of the gre n ou e gas eff ect for en ironmental

con ervation, the ac eleration of prod cin p wer by renewa le sources of p wer, the

disaster recovery, an so on.”

In order to re l ze those f un tion relevant to the deman an s p ly of p wer, inf ormation

that is sent an received via the SG CP in lu es “ he time-series data of the electrical energ ,

the deman (e.g predictive values, res lts), the s p ly (e.g s p ly ca acity), the price, the

amou t of the emis ion of the gre n ou e gas ef fect, the uti ty grid sta i ty (e.g

tran mis ion ca acity, voltage, feq en y), an so on "This information is def i ed b th

logical y an fu ctional y so that the control of deman / s p ly may b re l zed u der the

s stem stru ture an devices in the Domain mentioned a ove

3.2.5 Fun tional re uireme t of SG CP (Smart Grid Conne tion Point)

The SG CP impl es a fu ctional req irement as s own b low

The SG CP is the fu ctional an logical p int of the interace that re l zes control of deman /

s p ly p wer b twe n the “Group of Energ Sup l er domain ” an the “Group of Cu tomer

domain ” The SG CP is in e en ent of the f un tion an phy ical stru ture of e c actor The

SG CP is not for monitor control whic is de en ent on ph sical s stems / devices (e.g the

start comman , the sto comman , the setin of comman to control devices directly)

If the deman / s p ly control is real zed by the energ s p l er an the c stomer via the

service provider, then the SG CP do s not alway cor esp n to the ph sical con ection p int

f or the p wer tran mitin / receivin

Whi e resp n ibi ty f or providin electrical p wer, services, an owners ip of devices varies

b twe n cou tries, “ he inf ormation that is sent an received via SG CP for the deman /

s p ly control of p wer” is con tant

“The device that con umes p wer, stores p wer or s p l es p wer” can b integrated into the

CEM (Cu tomer Energy Manager) The device can receive mes age f rom the “group of the

energ s p l er domain ” an sen mes age to the “group of the energ s p l er domain ”

via the CEM

If the c stomer with a p wer s p ly device ne d to commu icate with other c stomers (e.g

in the case of inter uption of electrical p wer s p ly fom energ s p l er, se Fig re 16),

then the c stomer commu icates with other c stomers via the SG CP

Figure 15 – Smart Grid Conn ction Point SG CP

Figure 16 – SG CP (in th c s of inter uption of ele tric l

3.3 Communic tion re uireme ts f or the Smart Grid a d th Smart Grid Con e tion

Point (interfa e into the premis s)

The commu ication s stem an protocol on the grid side for con ectin the smart c stomers

s al fulfi the fol owin req irements:

• Man c stomers (resources) can b con ected in p ral el to a server (> 1 mi ion)

• The s stem s al b o timized for a hig volume of smal data p c ets

• Inf ormation a out network avai a i ty (presen e) is req ired

• Notif i ation an mes ages s al b “ju t-in-time” (within secon s) without store-an

-IEC

IE C

• Resources s al have a u iq e, tru ted identity This identity may b u ed as a logical

ad res f or commu ication

• Commu ication s al b en rypted an authenticated f rom b th sides ( ru ted entities)

• The commu ication network mu t b decentral zed with straightforward f ederation

• Server host to server host commu ication s al b s p orted

• Mes age content b sed on XML s al b exten ible If a mes age contain ad itional

inf ormation not u dersto d by a device, it s al b ig ored an the sen er mu t re l ze

an ac ommodate f or this f act Shal b a le to define new p ylo d typ s without

‘bre kin ’ inter aces

• Resources s al not b req ired to ac e t inb u d con ection , where there s al not b

the ne d to o en p rts in firewal s to al ow them to commu icate over the internet

Resources wi only make outb u d con ection to the commu ication inf rastru ture u in

their credentials

• Resources s al b a le to receive mes ages as n hronou ly, without the ne d to p l a

control er

• It s al b p s ible to ad res a mes age to a sp cific en p int, whether the destination

b a device that controls a resource or a pl cation software u ed to manage resources

• Group commu ication (multi-p rty interaction ) s al b s p orted, where a control er

can ad res a mes age to al memb rs of a group Devices may have memb rs ip in zero

or more groups This me n that e c mes age s al have a sin le source, but p tential y

man destination ad res es where a destination ad res may b a group ad res that is

maintained an managed by the commu ication inf rastru ture

• The protocol s al s p ort service dis overy

• The commu ication s stem s al protect again t denial of service at ac s an other typ s

of at ac s as a pro riate f or the commu ication mec anisms

3.4 Common me s ge – inf ormation to be e c a ge

As alre d mentioned the main intention of this tec nical re ort is to define req irements f or

the commu ication b twe n grid side actors an CEM as wel as b twe n CEM an smart

devices within premises Common mes ages are the vehicle to u derstan e c other This

section col ects relevant information- eq irements f or these mes ages an des rib s the

3.4.2 Inte tion of us r storie a d us c s s

Wh u er stories an u e cases? Stan ardization do s not stan ardize u e cases The u er

may u e dif ferent way to get to a target or the man f acturer may implement diff erent

solution , me n dif ferent interpretation of u e cases However the definition of data an

inf ormation ex han ed b twe n the diff erent stake holders is es ential to en ure

intero era i ty Use cases for this tec nical re ort do not ex lu e any stakeholder but define

the information whic ne d to b ex han ed to ac ompl s a certain tas without favourin

an sp cif i stakeholder

Use cases help to col ect req irements f or neces ary information by des ribin p s ible

s enarios

This doc ment def i es a minimum set of inf ormation whic is neces ary to en ure

intero era i ty It also defines the req irements for this information is ex han ed as wel as a

des ription of the f un tional ty an information flow

It is then up to the sp cific Tec nical Sp cif i ation (e.g IEC 6 7 6-x) to stan ardize the data

models an the stru ture with its content

As Smart Grid, Smart Bui din an Smart Home are overla pin are s, this tec nical re ort

des rib s the whole c ain fom the grid interace into the premises via in-home/-bui din

distribution u ti the smart (en ) devices an vice versa

Fig re 17 des rib s the proces to define mes ages an data models stru tures whi e this

tec nical re ort en s with the inf ormation req irements an con e ts

Fig re 17 – Us r storie a d us c s s proc s

In order to define req irements for mes ages an related inf ormation to b ex han ed, we

have c osen a proces des rib d b low

The f irst ste of the proces is col ectin “u er stories” Eac ”u er story” is a des ription of a

sp cific s enario that a con umer may exp rien e with Smart Grid an in the Smart

Home/Bui din are The u er stories are derived fom stakeholder brain tormin ses ion

They do not fol ow a sp cific stan ardized format, u e cases on the other han compi e

inf ormation in a stan ardized format They had b en cre ted out of these u er stories or were

taken f om other sources, e.g IEC Tec nical Commit e 8 There are other stan ardization

commit e s also workin on u e cases relevant to this tec nical re ort Eac u er story is

made fom the con umer p rsp ctive an des rib s how con umers interact with Smart Grid

an /or Smart Home/Buidin related s enarios in their premises

The secon ste of the proces is harmonization of u e cases Eac u e case as defined

mig t not fit into the overal arc itecture an mu t b exten ed or sl g tly modif ied It mig t

also b p s ible to tou h up n existin u e cases an integrate them as a new one for this

activity A sin le u e case can re l ze one service or multiple services des rib d in User

Stories Use cases in lu e mes ages tran mited b twe n a smart device, a CEM an /or an

actor on the p wer grid side throu h the Smart Grid Con ection Point (SG CP) The SG CP is

the information ac es p int but do s not con ider the electrical grid con ection p int to the

c stomer premises

The last p rt of this ste of the proces is a verification ste , c ec in the ex au tivenes of

u e cases with al u er stories

Af ter confirmin ex au tivenes of u e cases, the con ol dated inf ormation ex han ed l st

s ows the minimum req irements a pl ca le to the selected u er stories The req irements

f or data f or the mes ages are examined as the third an fourth ste This ste of the proces

IE C

inf ormation ex han e in the bui din (CEM to smart device) an on the information ex han e

3.4.3 Relations ip of us r storie a d us c s s

This doc ment provides des ription of u er stories an u e Cases

User stories are prod ced f rom the con umer or grid side p rsp ctive an des rib typical

s enarios that a may b exp rien ed in an u stru tured way The l st of u er stories is not

ex au tive an re resents the s enarios whic had b en con idered f or this tec nical re ort

Sin e u er stories do not have a stan ardized f ormat an do not stru ture its content, they

are ma p d to stru tured u e cases These u e cases u e a stan ardized template format to

compi e the information req ired for the s enarios des rib d in u er stories It mig t b

p s ible that one u er story uti zes multiple u e cases to ac ompl s a given tas

De en in on the level of detai an the content, u e cases can b clas ified into variou

categories The u e case col ection f or this tec nical re ort makes u age of hig level u e

cases an sp cial zed u e cases ac ordin to IEC sp cif i ation

This is de icted in Fig re 18

Figure 18 – Relations ip us r storie a d us c s s

3.4.4 Re uireme ts for inf ormation e c a ge

Ac ordin to the proces des rib d in 3.4.2, u e cases are the b sis f or a colection of a

n merou n mb r of information to b ex han ed b twe n actors Fig re 19 l sts hig level

examples f or the interace b twe n

• Smart Grid (Actor A an B) an CEM

IEC

Figure 19 – Ex mple of information to be e c a ge

As alre dy des rib d in 3.1, the CEM fu ction l ke an intel gent home or premises managin

The f ol owin example may help to u derstan the me nin of mes ages an behaviour of

the CEM Ple se refer to the u er story Chargin of an electric vehicle: A.1.3

In this u er story the u er wants to drive a certain distan e next mornin (8 a.m.) an ad ises

the car to take care of c argin the b tery u ti 8 a.m The u er has alre d programmed the

CEM to u e the c e pest price of electrical energ

The car calc lates the amou t of lac in energ an as s the CEM to manage a f lexible start

Atac ed p rameters are in this case b t ery c argin ca acity, e rl est startin time (e.g

now), latest en time (= 8 a.m.)

The mes ages on Fig re 19 (interf ace CEM – Smart Device) are re resented by

• Flexible start con umption (SD: Bat ery, Ap l an e, he tpump etc

• Energ prof ile con umption (forecast, re ltime)

An example of a seq en e diagram could lo k as s own in Fig re 2 :

IEC

Fig re 2 – Se ue c Dia ram Fle ible Start

In e en ent fom the req est of the EV, the CEM reg larly gets price information f rom the

energ retai er, e.g f or the next 2 h in ad an e, the next 12 h with bin in prices p r time

slot an the next 12 h as f orecast

The mes age on Fig re 19 (interace Smart Grid – CEM) is re resented by

• Price an en ironmental inf ormation con umption (f i ed, re ltime)

an an example of sequen e diagram could lo k as s own in Fig re 21:

Figure 21 – Se ue c dia ram pric a d e vironme tal inf ormation

IE C

IE C

Based on the req est f om the EV the CEM now calc lates the b st start time for EV

c argin The CEM may also in lu e alre d ac e ted flexible starts of other smart devices,

b haviours of the u ers s c as co kin at no n an so forth Based on the outcome the CEM

sen s a pro osed startin time to the EV

The mes age in Fig re 19 (interf ace CEM – smart device) is re resented by

• Set SD (c argin , dis hargin , time, on, off , start, sto , p u e temp rature etc

an an example of seq en e diagram could lo k as s own in Fig re 2 :

Fig re 2 – Se ue c dia ram startin time

These mentioned an an other CEM algorithms are not the s bject of this re ort as it aff ects

comp tition This tec nical re ort only foc ses on the relevant mes ages an information to

b ex han ed b twe n Smart Grid, CEM an smart devices

The next level of detai ed req irements is s mmarized in Ta le 1

Table 1 – Inf ormation re uireme ts col e tion

Inf ormatio exchan e

Inf ormatio exchan e

JWG212 ,

JWG21 1/WGSP 21 1

In ivid al smart d vic

c n umptio /Ge eratio /Stora e

informatio e timate b th u er

Estimate Power

Estimate e erg pro le c n ists of

e erg pro le with re p ct to e c

p wer cla sific tio of smart

Ag re ate s le te pro o al for gro p

of b idin (Sele te pro o al is f aci ty

ma a er’s s le tio of pro o als f or

e c b idin off ere b CEM)

p wer pro le f or dis ster situ tio s at

dis ster situ tio inord r ton g tiate

a gre ate p wer profie at dis ster

situ tio in ord r to n g tiate b twe n

Power pro le th t in lu e in e tiv

a d re-cre te pla s of c n umptio

Power distrib tio Pla Power distrib tio pla pro id d b

Actor A in ord r to n g tiate with CEM

Inf ormatio exchan e

statu inf ormatio ;

Temp rature pro le;

statu informatio ;

Temp rature pro le;

statu inf ormatio ;

Temp rature pro le;

statu informatio ;

Temp rature pro le;

Inf ormatio exchan e

Co c pts / data

In re s /d cre s Re u st of a c leratin th pro u tio

or d c leratin th pro u tio b Actor

Inf ormatio exchan e

Inf ormatio exchan e

Co trol Co trol sig al f or th smart d vic s in

th c stomer premis s in a v n e (e.x

(Th s are cre te b s d o priority,

p wer u a e pla a d c n umptio of

Inf ormatio exchan e