Iec 62559 2 2015

Motiv tion The International Stan ard IEC 6 5 9 "Use case methodolog " is ne ded to fulf il the SG3 decision 7 made by the SMB at its Fe ruary 2 10 me tin SMB/4 0 /DL, Decision 13 /10 re

Part 2: Definit ion of the t emplat es for use cases, act or l st and requirement s l st

Mét hodologie des cas d'ut il sat ion –

Part ie 2: Définit ion du formulaire ty e de modèle de cas d'ut il sat ion, de la l st e

d'act eurs et de la l ste d'ex igences

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eith r IEC or IEC's memb r Natio al Commite in th c u tr y of th re u ste If y u h v a y q e tio s a o t IEC

c p r i ht or h v a e q ir y a o t o tainin a ditio al ri hts to this p blc tio , ple s c nta t th a dr es b low or

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le c ord n é s ci-a r ès o c nta te le Comité n tio al d l EC d v tr ep y d résid n e

Th Intern tio al Ele trote h ic l Commis io (IEC) is th le din glo al org niz tio th t pr ep res a d p bls e

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Abo t IEC p blc tio s

Th te h ic l c nte t of IEC p blc tio s is k pt u d r c n ta t r eview b th IEC Ple s ma e s re th t y u h v th

late t e itio ,a c rrig n a or a ame dme t mig t h v b e p bls e

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Th st an -alo e a plc t io for c n ultin th e tire

biblo ra hic l informat io o IEC Intern tio al Sta d rd ,

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d c me ts A v aia le for P , Ma OS, A ndroid Ta let s a d

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cla s of IEC p blc t io s is u d sin e 2 0 Some e t rie

h v e b e c le t ed fom e rler p blc tio s of IEC TC 3 ,

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Ce t re:c c@ie c

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Applc t io a t on me p ur c n ult er t ou le re s ig eme t s

biblo ra hiq e s r le Norme intern t io ale ,

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a glais et e fa ç is, e traite d s art icle Terme et

Définit io s d s p blc tio s IEC p ru s d p is 2 0 Plu

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CE 3 , 7 , 8 et CISPR d l EC

Serv ic Clent s - w ebst ore.e c h/ cs

Si vou d sire n u d n er d s c mme taire s r c tt e

p blc t io o si v ou av ez d s q e t io s c nt ac t ez-n u :

c c@iec c

Part 2: Definit ion of the t emplat es for use cases, act or l st and requirement s l st

Mét hodologie des cas d'ut il s t ion –

Part ie 2: Définit ion du formulaire type de modèle de cas d'ut il sat ion, de la l st e

d'act eurs et de la l ste d'ex igences

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inside

CONTENTS

FOREWORD 3

INTRODUCTION 5

1 Sco e 8

2 Normative referen es 8

3 Terms, definition an a breviation 8

4 Definition of a u e case template 12 4.1 Overview 12 4.1.1 General 12 4.1.2 Short template version an u e case overview ta le 13 4.1.3 Actor l st an req irements lst 14 4.1.4 Use case re ository 14 4.2 Use case template 14 5 Explanation of f ield of the u e case template 17 6 Definition of an actor lst 2

7 Definition of a l st f or req irements 3

An ex A (informative) Examples of actors 3

An ex B (informative) Example of a u e case b sed on the s g ested template (s ort an exten ed version) 3

B.1 Short version of the u e case "L cate an isolate f ault an restore s stem (FLISR Fault location, isolation, s stem restoration)" 3

B.2 Use case overview ta le of the u e case "L cate an isolate fault an restore s stem (F ISR Fault location, isolation, s stem restoration)" 41

B.3 Detaied version of the u e case " L cate an isolate fault an restore s stem (FLISR Fault location, isolation, s stem restauration)" 41

Bibl ogra h 5

Fig re 1 – IEC 6 5 9 stan ard series 5

Fig re 2 – Overview of the u e case template 13 Ta le A.1 – Example of an actor l st 3

INTERNATIONAL ELECTROTECHNICAL COMMISSION

1 Th Intern tio al Ele trote h ic l Commis io (IEC) is a worldwid org niz tio for sta d rdiz tio c mprisin

al n tio al ele trote h ic l c mmite s (IEC Natio al Commite s) Th o je t of IEC is to promote

intern tio al c -o eratio o al q e tio s c n ernin sta d rdiz tio in th ele tric l a d ele tro ic f i ld To

this e d a d in a ditio to oth r a tivitie , IEC p bls e Intern tio al Sta d rd , Te h ic l Sp cific tio s,

Te h ic l Re orts, Pu lcly Av ia le Sp cif i atio s (P S) a d Guid s (h re f ter ref ere to a “IEC

Pu lc tio (s)”) Th ir pre aratio is e tru te to te h ic l c mmite s; a y IEC Natio al Commite intere te

in th s bje t d alt with ma p rticip te in this pre aratory work Intern tio al g v rnme tal a d n

n-g v rnme tal org niz tio s laisin with th IEC als p rticip te in this pre aratio IEC c la orate clo ely

with th Intern tio al Org niz tio for Sta d rdiz tio (ISO) in a c rd n e with c n itio s d termin d b

a re me t b twe n th two org niz tio s

2) Th formal d cisio s or a re me ts of IEC o te h ic l maters e pre s, a n arly a p s ible, a intern tio al

c n e s s of o inio o th rele a t s bje ts sin e e c te h ic l c mmite h s re re e tatio f rom al

intere te IEC Natio al Commite s

3) IEC Pu lc tio s h v th form of re omme d tio s for intern tio al u e a d are a c pte b IEC Natio al

Commite s in th t s n e Whie al re s n ble eff orts are ma e to e s re th t th te h ic l c nte t of IEC

Pu lc tio s is a c rate, IEC c n ot b h ld re p n ible for th wa in whic th y are u e or f or a y

misinterpretatio b a y e d u er

4) In ord r to promote intern tio al u iformity, IEC Natio al Commite s u d rta e to a ply IEC Pu lc tio s

tra s are tly to th ma imum e te t p s ible in th ir n tio al a d re io al p blc tio s An div rg n e

b twe n a y IEC Pu lc tio a d th c re p n in n tio al or re io al p blc tio s al b cle rly in ic te in

th later

5) IEC its lf d e n t pro id a y ate tatio of c nf ormity In e e d nt c rtif i atio b die pro id c nf ormity

a s s me t s rvic s a d, in s me are s, a c s to IEC mark of c nf ormity IEC is n t re p n ible f or a y

s rvic s c rie o t b in e e d nt c rtific tio b die

6) Al u ers s o ld e s re th t th y h v th late t e itio of this p blc tio

7) No la i ty s al ata h to IEC or its dire tors, emplo e s, s rv nts or a e ts in lu in in ivid al e p rts a d

memb rs of its te h ic l c mmite s a d IEC Natio al Commite s for a y p rs n l injury, pro erty d ma e or

oth r d ma e of a y n ture wh ts e er, wh th r dire t or in ire t, or f or c sts (in lu in le al f ee ) a d

e p n e arisin o t of th p blc tio , u e o or rela c u o , this IEC Pu lc tio or a y oth r IEC

Pu lc tio s

8) Ate tio is drawn to th Normativ ref ere c s cite in this p blc tio Us of th ref ere c d p blc tio s is

in is e s ble f or th c re t a plc tio of this p blc tio

9) Ate tio is drawn to th p s ibi ty th t s me of th eleme ts of this IEC Pu lc tio ma b th s bje t of

p te t rig ts IEC s al n t b h ld re p n ible for id ntif yin a y or al s c p te t rig ts

International Stan ard IEC 6 5 9-2 has b en pre ared by IEC tec nical commite 8: Sy tems

asp cts for electrical energ s p ly

This first edition can els an re laces IEC PAS 6 5 9:2 0 whic had b en publs ed together

with EPRI Main content of the former PAS wi b tran f er ed to the new IEC 6 5 9-4

IEC 6 5 9-1 to IEC 6 5 9-3 are now more related to the a pl cation of the u e case

methodolog in stan ardisation In this doc ment, a revised an updated template is provided

The text of this stan ard is b sed on the f ol owin doc ments:

Ful information on the votin f or the a proval of this stan ard can b fou d in the re ort on

votin in icated in the a ove ta le

This publ cation has b en draf ted in ac ordan e with the ISO/IEC Directives, Part 2

A l st of al p rts in the IEC 6 5 9 series, publ s ed u der the general title U se c se

meth dolo y, can b f ou d on the IEC we site

The commite has decided that the contents of this publ cation wi remain u c an ed u ti the

sta i ty date in icated on the IEC we site u der "htp:/ we store.iec.c " in the data related to

the sp cif i publcation At this date, the publ cation wi b

• recon rmed,

• with rawn,

• re laced by a revised edition, or

• amen ed

IMPORTA NT – The 'colour inside' logo on the cov r pa e of this publ c tion in ic te

that it contain colours whic are consid re to be us f ul f or th cor e t understa ding

of its conte ts Us rs s ould theref ore print this doc me t using a colour printer

For complex s stems, the u e case methodolog s p orts a common u derstan in of

f un tionalties, actors an proces es acros diff erent tec nical commite s or even diff erent

organization Develo ed as software en ine rin to l, the methodolog can b u ed to

s p ort the develo ment of stan ard as it f aci tates the analy is of req irements in relation to

new or existin stan ard Further arg ments f or the u e case methodolog an b c grou d

inf ormation are avaia le in IEC 6 5 9-1

Fig re 1 provides an overview of the inten ed f irst p rts of the IEC 6 5 9, mainly des ribin

the relation b twe n IEC 6 5 9-2 an IEC 6 5 9-3

Figure 1 – IEC 6 5 9 sta dard s rie

IEC 6 5 9-1 – Con e t an proces es in stan ardization

IEC 6 5 9-1 is the b sis f or a common u e case re ository in order to gather u e cases within

IEC on a common col a orative platform This re ository wi also b u ed to organize a

harmonization of u e cases in order to provide bro dly ac e ted generic u e cases as b sis f or

the f urther stan ardization work It des rib s proces es an provides b sic for the u e case

methodolog l ke terms or u e case typ s

IEC 6 5 9-2 – Def i ition of the templates f or u e cases, actor l st an req irements l st

IEC 6 5 9-2 def i es the stru ture of a u e case template, an actor lst an a l st for

req irements The doc ment is mainly b sed on the previou IEC PAS 6 5 9 sp cification an

IEC 6 5 9-3 – Definition of u e case template artefacts into an XML serial zed f ormat

Based on IEC 6 5 9-2, IEC 6 5 9-3 defines the req ired core con e ts an their serial zation

into an XML f ormat of a u e case template, an actor l st an a lst for detai ed req irements

The XML f ormat is u ed to tran f er the content of the template to other en ine rin s stems

(e.g UML model n to ls) These doc ments are develo ed u in the energ s stem an

Smart Grid as examples, but they are general enou h to b tran f er ed to other domain an

s stems It is inten ed to develo a UML profi e def i ition b sed on this p rt in the future

Motiv tion

The International Stan ard IEC 6 5 9 "Use case methodolog " is ne ded to fulf il the SG3

decision 7 made by the SMB at its Fe ruary 2 10 me tin (SMB/4 0 /DL, Decision 13 /10)

req estin the urgent del very of a generic u e case re ository for al Smart Grid a pl cation

Nevertheles , the u e case methodolog des rib d in this doc ment is inten ed f or a bro der

a plcation within stan ardization ex e din Smart Grid s stems

More an more complex s stems s c as Smart Grid or Smart Cities are raisin the q estion

of managin s stem level req irements, whic have to b f ed by man domain of exp rtise (in

stan ardization related to diff erent Tec nical Commit e s (TCs) , an whic have to b broken

down further an s ared by man TCs in c arge of sp cifyin stan ard to s p ort these

s stem level fu ction

One way to han le this tran versalty eff i iently is to set some common method an terms

The u e case methodolog is the c r ent state of art an s p orts f urther en ine rin

activities

The u e case methodolog off ers a u iq e way f or s arin ide s an req irements of new u e

cases or bu ines cases b twe n man exp rts/TC's with diff erent b c grou d : e.g domain

exp rts with k owled e a out energ s stems or bu ines proces es on one han an s stem

-/IT-exp rts definin ex han ed information an commu ication on the other han In the

req irement develo ment proces , domain exp rts are providin general ide s an fu ctional

req irements The main go l is for s stem exp rts to detai down these u e cases to a level

they can b u ed to sp cify interf aces, dedicated f un tional ty, data an service model

ex han e However, saf ety- or EMC-exp rts (as examples) may also make u e of the

des rib d u e cases, their terminolog an identified req irements

However, the startin p int is to set up a f rame for con isten y within IEC helpin IEC

memb rs to provide u e cases in a con istent man er – this stan ard s al serve as b sis for

u e case re ositories in order to gather, administrate, maintain, an evaluate u e cases

Within IEC, a u e case re ository s al b u ed as common cola orative platform for u e case

ela oration an to organize a harmonization of u e cases in order to provide bro dly ac e ted

generic u e cases as b sis for f urther stan ardization work

But the u e case template def i ed in this doc ment may serve not only for the develo ment of

stan ard , but also – as it was the original purp se of the previou IEC PAS 6 5 9:2 0 (ref er

to IEC 6 5 9-4) – as a helpful me n for the re l zation of projects within the are of complex

s stems Also other a plcation , whic ne d the b nefits of a stru tured req irements

develo ment an formal zed des ription of fu ctional ty, may make u e of the s g ested

template

The u e case methodolog has to b se n as a proces whic starts with the definition of

bu ines ide s, go ls an req irements, detai n these in u e case des ription This

inf ormation can b u ed as a b sis to identify/ln referen e arc itectures des ribin the typ s

of comp nents u ed, an goin f urther down to an analy is for the f urther stan ardization

proces

Further develo ments regardin the u e case template are exp cted These develo ments are

mainly related to inf ormation, whic is req ired in the u e case des ription for f urther analy is,

an whic can b ma p d to other inf ormation (e.g to a referen e arc itecture, IT sec rity

method , stan ard an data models) Partly this is con idered in the s g ested template of

this stan ard Further relation wi b des rib d se arately as they are sti u der develo ment

an they mig t b con idered for the further develo ment of the IEC u e case re ository

USE CA SE METHODOLOGY –

Part 2: Definition of the templates for use cases,

actor l st and requirements l st

This p rt of IEC 6 5 9 “Use case methodolog ” defines the stru ture of a u e case template,

template lsts for actors an req irements, as wel as their relation to e c other In this

doc ment, a stan ardized template f or the des ription of u e cases is defined f or variou

purp ses l ke the u e in stan ardization organization f or stan ard develo ment or within

develo ment projects for s stem develo ment

This doc ment was develo ed for general a plcation in variou domain an s stems The

energ s stem/smart grid is u ed as example in this doc ment as it was one of the first u age

are s f or this u e case template, but this general template can b a pl ed in other u age are s

diff erent f rom energ s stems as wel (e.g smart home or electro-mo i ty)

The motivation, b c grou d inf ormation on u e cases, recommen ation f or the han l n of

u e cases an the proces es f or the des ription of u e cases in ide stan ardization an in

relation to a central u e case re ository is des rib d in IEC 6 5 9-1

Void

3 Terms, def initions a d abbreviations

For the purp ses of this doc ment, the terms an def i ition given in IEC 6 5 9-1an the

f ol owin a ply

3.1

sp cif i ation of a set of action p rf ormed by a s stem, whic yield an o serva le res lt that

is, typical y, of value for one or more actors or other stakeholders of the s stem

[SOURCE: ISO/IEC 19 0 -2:2 12, 16.3.6]

3.2

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 f tware a plc tio s, s stems, d ta a e , a d e e th p wer

s stem its lf

[SOURCE: Based on IEC PAS 6 5 9:2 0 ]

3.3

role

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

Note 1 to e try: Altern tiv : A role re re e ts th e tern l inte d d b h vior of a p rty A p rty c n ot s are a

role

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 artif i ialy d fin d b d n e e f or g n ric pro e s a d u e

c s d s riptio s

Note 2 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 ntifie b th ir role

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.17]

3.4

us c s template

a form whic al ows the stru tured des ription of a u e case in predefined field

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.2]

3.5

repository

here u ed for a place where inf ormation l ke u e cases can b stored, u ualy as a data ase

(ref er to u e case re ository)

[SOURCE: b sed on SG-CG/M4 0/E:2 12-12, def i ition 3.12]

3.6

UCR

data ase, b sed on a given u e case template, for editin , maintenan e an administration of

u e cases, actors an req irements in lu in their inter elation

Note 1 to e try: Th UCR is d sig e a c la orativ platform for sta d rdiz tio b die , inter ala e uip e with

e p rt f un tio altie a UML mo el or te t template

[SOURCE: b sed on SG-CG/M4 0/E:2 12-12, def i ition 3.13]

3.7

set of inter elated elements con idered in a def i ed context as a whole an se arated fom

their en ironment

Note 1 to e try: A s stem is g n raly d fin d with th view of a hie in a giv n o je tiv , f or e ample b

p rf ormin ad finite f un tio

[SOURCE: IEC 6 0 0-3 1:2 13, 3 1-4 -0 ]

3.8

are

major u age are f or u e cases s p ortin of groupin , f ilterin an administration of u e

cases within a common u e cases data ase

EX MPLE En rg Sy tems/Smart Grid, Smart Home

Note 1 to e try: Mig t b u e in c mbin tio with d main whic furth r divid s a are

3.9

domain

are of k owled e or activity c aracterized by a set of con e ts an terminolog u dersto d by

the practitioners in that are

EX MPLE Ta e f rom Smart Grid/e erg s stem are : Ge eratio , tra smis io , distrib tio , c stomer

Note 1 to e try: Major are of simiar te h olo ie a d org nis tio al b c gro n , f or th e erg s stem s me

d main are s g e te in this d c me t a e ample th u h ut this d c me t

[SOURCE: ISO/IEC 19 01:2 0 : Unified Model n L n uage Sp cif i ation]

3.10

group/grouping

group of actors in order to organize an actor l st

EX MPLE Smart meterin a tors lk meter o erator (ole), smart meter g tewa (d vic s)

Note 1 to e try: Mig t b u e in c mbin tio with d main a d are

Note 1 to e try: Ma y diff ere t s ma tic mo els are e pre sio s of th s me s ma tic Ev n with o e la g a e,

lk UML, th re are lots of wa s to re re e t th stru ture of th s me kin of inf ormatio

Note 2 to e try: Sema tic mo eln o ly re re e ts informatio c nte t – it d e n t in lu e f ormatin /e c din

(s nta tic l) s e if i atio s Th re are ty ic ly ma y formatin /e c din o tio s for a giv n s ma tic mo el

[SOURCE: b sed on SGAC Semantic Framework, draft version]

3.14

c nonic l data model

CDM

semantic model c osen as the sin le u if yin model that wi govern the semantic definition of

a colection of data sp cification , s c as the sp cif i ation f or mes age p ylo d content for a

col ection of interaces

[SOURCE: b sed on SGAC Semantic Framework, draf t version]

3.15

name pa e

(stan ardized) sp ce of names q alf yin pieces of inf ormation, in lu in inf ormation a out

their name detai ed semantic, an u ual y their at ac ed model (e.g canonical data model)

3.16

name of inf ormation

u iq e ID whic identif ies the selected information to b ex han ed in the context of the u e

case an its ste -by-ste analy is an whic s ould b related to the namesp ce

3.17

by-def ault name pa e

namesp ce where “name of inf ormation” is by default originated f om

3.18

s e ario

a p s ible seq en e of interaction

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.10]

3.19

a tivity step

elementary ste within a s enario re resentin the f i est-grained des ription level of

interaction in the u e case

[SOURCE: SG-CG/M4 0/E:2 12-12, def i ition 3.1 ]

3.2

conc ptual de cription

clu ter of u e cases whic can b des rib d in an overal des ription providin an introd ction

an s mmarizin the main ide s an the relation b twe n diff erent hig level u e cases of the

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 lzation lke an arc itectural solution

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.4]

3.2

primary us c s

u e case whic des rib s 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:2 12-12, definition 3.5]

3.2

s condary us c s

elementary u e case whic may b u ed by several other primary u e cases

EX MPLE Commu ic tio fu ctio s

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.6]

3.2

ge eric us c s

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

diff erent in ivid al u e cases without b in b sed on a project or tec nolog -sp cif i solution

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.7]

spe ial ze u e c s

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

EX MPLE Us c s with a s e ific interf ac proto ol

[SOURCE: SG-CG/M4 0/E:2 12-12, definition 3.8]

3.2

individu l 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:2 12-12, definition 3.9]

ID f or the req irements in template section 4 in order to identify req irements in the general

req irements l st

3.31

unif ie mod l ng la g a e

UML

gra hical model n lan uage for the sp cification, con tru tion, an doc mentation of p rts of

software an other s stems

Note 1 to e try: It h s a v ry bro d s o e th t c v rs a larg a d div rs s t of a plc tio d main

Note 2 to e try: This n teo ly a ple to th Fre c la g a e

[SOURCE: Based on UML Inf rastru ture Sp cification, v2.4.1]

4 Def inition of a use case template

Fig re 2 provides an overview of the u e case template an its internal relation as wel as the

relation to the actor lst an the req irements lst, whic are common for al u e cases

Figure 2 – Ov rview of the us c s template

Some field req ire inputs whic are/s ould b predefined for e sier harmonization an

analy is of u e cases (it is recommen ed to u e stan ardized l sts) These recommen ed

an wers are des rib d in the explanation of the u e case template In a to l-s p orted

re ository, the selection of predefined an wers can s p ort the author

Existin u e case des ription are mainly b sed on a simiar template desig an can b

migrated into the defined version of this stan ard, if req ired In this case, an in ivid al

ma pin ta le f or the field is req ired

In the folowin , the template is defined b in f irst provided as empty version in 4.2 b low The

template an its field are explained in Clau e 5

4.1.2 Short template v rsion a d us c s ov rview table

Only the f ol owin field are man atory coverin the minimum s ort version of a u e case

whic is mainly u ed f or a first version of a new u e case:

Tmplat e sec t ion 6: s m ary of t he st ep-by -st ep t able

Commo t erms a d d finitio s

T mplat e sec t ion 7

Cu tom informat io

T mplat e sec t ion 8: for ut ure ext en ion, in c ase

St ep-by -st ep a aly sis

– actors.

The s ort version is the b sis for the complete u e case an can simply b exten ed with the

ad ition of further inf ormation, i.e without rewritin the u e case Bein self explainin , the

s ort version is se n as an e s startin p int for domain exp rts without goin into every

detai of the u e case methodolog an its complete u e case template

Use cases can b displayed in a brief overview ta le (sin le row p r u e case) It can b u ed

to s o e the f ul lst of p s ible u e cases as ta ular s mmary Then, f or in tan e, the most

imp rtant u e cases can b identif ied an exp n ed u in either the s ort or lon template

For examples, refer to An ex B Further version may b defined on in ivid al deman , but it

is recommen to u e the provided f ield an their def i ition des rib d in this doc ment in

order to b comp tible with other u e cases des ription , to ls, an re ositories

4.1.3 A ctor l st a d re uireme ts l st

Folowin the explanation of the template, an actor lst an a req irements l st are pre-def i in

an wers for the resp ctive f ield in order to harmonize information in variou u e cases fom

dif ferent sources In stan ardization, the lsts are virtual y made avai a le in the IEC u e case

re ository A proces for val datin new inf ormation is des rib d in IEC 6 5 9-1

4.1.4 Us c s repository

The template may b u ed in a word proces in sof tware, but u in a re ository provides

several ad antages: maintenan e, overview of/inter elation b twe n u e cases, common b sis

f or workin groups or commu ities, s p ort of the u e case exp rts providin alre d relevant

inf ormation l ke actors, req irements, etc In ad ition to that, a re ository can provide selection

b xes with predefined an wers, alow an e sier start u in the s ort version, e sier migration

to new version of the template/con istent u e of diff erent version (e.g s ort an more

detai ed), ma pin of information, desig of sp cial re orts/views, etc

In general, al information related to the u e case can b integrated into the existin template

an its def i ed f ield Nevertheles , section 8 of the template provides o tion f or f uture

in ivid al exten ion It is stron ly recommen ed to u e existin field in order to b

intero era le with general u e case to ls l ke the UCR

For the of ficial IEC template (an re ository) f ield of template section 8 can b u ed for f uture

ada tation u ti a new version of this stan ard is is ued IEC 6 5 9-1 provides a proces for

the req est an valdation of new field New field for the u e in ide the IEC s al b

proced re des rib d in IEC 6 5 9-1, prior to u e

The f ol owin overview provides the empty template The template is explained in Clau e 5

1.5 Key perormanc indic tors (KPI)

Key perorman e indicators

1.7 Further informatio to the us c s for cla sific tion/mapping

Cla sificatio informatio

Further keywords for clas ificatio

8 Custom information (o tional)

Custom informatio (o tio al

s ctio

5 Ex lanation of f ields of the use c se template

In Clau e 5, e c ta le of the u e case template is presented with des ription of the content

of the ta le cel s Some ad itional information a out this content is presented where helpful

Dif ferent section of the template are marked with grey b c grou d in order to dif ferentiate

f rom clau es of this doc ment

Template s ction: 1 De cription of the us c s

Template s ction: 1.1 Name of us c s

Use ca e identificatio

Zo e(s)

Name of us ca e

ID: The identif i ation n mb r (ID) of a u e case is u iq e within a re ository or project an

serves for organization/administration of u e cases

Are /Domain(s) Zone(s): Use cases can b u ed in variou are s (e.g energ s stem) Within

these are s, diff erent domain are u ed to def i e/determine a more sp cific s bgroupin

Zones mig t des rib ad itional y zones within an automation s stem or a ref eren e

arc itecture Exp rts in a p rtic lar f ield can s g est their set of domain (an zones) in order

to provide a common u derstan in how to group u e cases within an complex are These

predefined domain (an zones) can b c osen by the author of a u e case (preselection) The

author can select one or more domain an zones, comma se arated, as it is u ual that u e

cases are cros in dif ferent domain an zones

EX MPLE For th e erg s stem a c rdin to th smart grid arc ite ture mo el (SGAM), th folowin d main

– Distrib tio s stem

Tran fer in the SGAM example to other are s the domain have to b ado ted ac ordin ly, it

is as umed that the zones mig t b val d for other are s as wel

Name of u e case: A s ort name, whic s ould b u iq e within the are /domain an whic

refers to the activity of the u e case itself u in “Verb + des ription”, s ould b u ed

EX MPLE Determin e erg b la c o s b tatio le el

Template Se tion: 1.2 Version ma a eme t

This section 1.2 is related to a version management an information a out authors

Version No Seq ential n mb r to identif y the version of the doc ment

Date: Date, when the version was cre ted

Name of author(s): This field is u ed to doc ment who has provided the c r ent version It can

b a p rson, organisation or e.g stan ardization commit e l ke TC or WG

Chan es: When c an in the u e case, general c an es s al b doc mented s ortly in the

column “Chan es”, multiple c an es are se arated with p ragra h

Ap roval statu : wi b u ed within the stan ardization organization The proced res for

val dation of u e cases or actors wi b defined in p rt 1 of this stan ard

EX MPLE Simiar to workin draft, c mmite draft (CD) f or c mme ts, c mmite draf t for v te (CD ), for v tin

(simiar FDIS), f i al

Template s ction: 1.3 Scope a d o je tiv s of us c s

Here the b c grou d or motivation of this u e case is des rib d

Objectives: List of o jectives of the u e case

Related bu ines case(s): Provides a des ription or referen e with some rationale for the

s g ested u e case Us aly the bu ines case is related to several u e cases Therefore an

external referen e or l n to a bu ines case/bu ines req irements mig t b more eff i ient

an can b ad ed here Alternatively it may b des rib d in this f ield Ref er also to template

Short des ription: Short text inten ed to s mmarize the main ide as service f or the re der

who is se rc in f or a u e case or lo kin for an overview

Recommen ation: This s ort des ription s ould have not more than 15 word

Complete des ription: Provides a complete nar ative of the u e case f rom a u er’s p int of

view, des ribin what oc urs when, wh , with what exp ctation, an u der what con ition

This nar ative s ould b writen in plain text so that non-domain exp rts can u derstan it

The len th of the complete des ription can ran e fom a few senten es to a f ew p ges,

de en in on the complexity an /or newnes of the u e case This des ription of ten helps the

domain exp rt to reflect a out the req irements f or the u e case b f ore getin into the detais

in the next section of the u e case template

The des ription may in lu e drawin s for explanation (for UML diagrams refer to section 2)

Template s ction: 1.5 Ke perf orma c indic tors (KPI)

Key perorman e indicators

us ca e o jective

ID: Uniq e identifier f or the Key Perf orman e In icator (KPI)

Name: Short name that des rib s the KPI

EX MPLE In re s d Ho tin Ca a ity DER

Des ription: The des ription sp cif ies the KPI an may in lu e sp cif i targets in relation to

one of the o jectives of the u e case an the calc lation of these targets

EX MPLE Impro e s stem a aia i ty b 10 %, u in th c lc latio of SAIDI Sy tem Av ra e Interu tio

Duratio In e

Ref eren e to mentioned u e case o jectives: Here is the ln to one of the o jective whic are

sp cif i ed in the targets an the KPI b f ore

EX MPLE Se urity of s p ly

Template s ction: 1.6 Us c s con ition

As umption : May b u ed to def i e f urther, general as umption f or this u e case

In some u e cases, it is critical to u derstan whic precon ition or other as umption are

b in made

– An as umption s al b identif ied, s c as: whic s stems alre d exist, whic

contractual relation exist, an whic con g ration of s stems are pro a ly in place

– An initial states of inf ormation ex han ed in the ste s in the next section s al b

identified

Prereq isites: Des rib s what con ition(s) s ould have b en met prior to the initiation of the

u e case, s c as prior state of the actors an activities

Template s ction: 1.7 F rther inf ormation to the us c s f or cla sif ic tion/mapping

This section 1.7 provides ad itional information u ed to clas if y or ma the u e case

Clas ificatio informatio

Relatio to other us ca e

Relation to other u e cases: Known relation to other u e cases can b provided here if e.g

the u e case is a more detaied one related to a hig level u e case, or it is an alternative to an

existin u e case The typ of relation l ke “in lu e”, “exten s”, “in okes” mig t b u ed in

order to sp cify this relation in more detai

Level of depth

L vel of de th: Use cases can b des rib d on dif ferent levels (refer to IEC6 5 9-1 for

examples) Cur ently there is no f i ed hierarc y for u e cases defined, but some most common

examples are provided

EX MPLE Hig le el u e c s , g n ric u e c s , s e ials d u e c s s

P rioritis tio

Prioritisation: Con iderin a larger n mb r of u e cases it mig t b interestin to clu ter them

ac ordin to priority

This prioritisation mig t b dif ferent f om cou try to cou try

EX MPLE

– Oblg tory/ma d tory, o tio al nic to h v

– Poltic l targ tb sin s n e /prioritiz tio fom sta d rdiz tio p int of view

– Time s ale to d plo me t imin , b n fit, a swer to n w c ale g s

Generic, regio al or natio al relatio

Generic, regional or national relation: On international level, the u e case des ription mig t b

generic enou h to des rib a u e case in a more general way in e en ently f rom the national

or regional market desig But u e cases mig t b u ed to des rib regional or national

sp cif i circ mstan es l ke laws or even project-sp cif i detai s If the u e case reflects those

circ mstan es, it s ould b c aracterized ac ordin ly

EX MPLE Natio al "Co ntry"

Nature of the us ca e

Nature of the u e case: This f ield can help to clas if y the main f oc s of the u e case

EX MPLE Te h ic l/s stem u e c s , b sin s u e c s s (e.g mark t pro e s s),p ltic l te t u e c s s

Further keywords for clas ificatio

Further keyword for clas ification: Keyword can b defined in order to s p ort exten ed

se rc fu ctionalties within a u e case re ository Multiple keyword s ould b provided as a

comma-se arated l st

EX MPLE Smart grid, ele tic v hicle , lo din of v hicle , ele tricity meterin , stora e

Template s ction: 1.8 Ge eral remark

General remarks

General remark : Is u ed f or f urther comments whic are not con idered elsewhere

Template s ction: 2 Dia rams of us c s

Diagram(s) of us ca e

Diagram of u e case: For clarif i ation, in general it is recommen ed to provide drawin (s) by

han , by a gra hic or as UML gra hic (prefer ed in this section 2) The drawin s ould s ow

interaction whic identify the ste s where p s ible

EX MPLE Us c s dia ram, s q e c dia ram, a tivity dia ram, oth rs

Template s ction: 3 Te h ic l detai s

In the f ol owin section 3.1 to 3.2, detais of the u e case are provided

Template s ction: 3.1 A ctors

In this section 3.1, actors whic are in olved in the u e case are l sted an des rib d These

can f or in tan e in lu e p o le, s stems, a pl cation , data ases, devices, etc

Actors

Groupin : The actor l st can b group d in order to provide a b ter overview an retrieval

u in one ta le p r “groupin ” (name of groupin an its des ription) The ta le wi b co ied

ac ordin to the n mb r of groups identified

Namin con ention: F r complex groupin s, the group name can b “dot-del mited”

EX MPLE (are d main.) main.s b.s b u Th gro pin ma f olow th s g e te d main /z n s in s ctio 1.1

of th template

Group des ription: Brief des ription of the group This can b automaticaly completed by

sof tware to ls, if a stan ardized groupin name is given

specific to this us

ca e

Field actor name, actor typ , actor des ription: Refer to Clau e 6 of this doc ment

In Clau e 6, a f urther doc ment with predefined actors is s g ested Within one re ository

(e.g an IEC re ository – refer to IEC 6 5 9-1) actors fom the actor l st s ould b pref er ed In

this case, typ an des ription have not to b fi ed in again In the u e case re ository, an

actor l st is integrated Mis in actors can b defined an s g ested for the overal actor l st

The aim of the l st is to l mit the amou t of actors whic are doubled u in simiar names For

clas if i ation, se rc f un tion an further services of a u e case re ository, it wi b very

u ef ul to provide predefined actors

But the author of a u e case s al not b restricted so it may def i e an own actor In this case,

the actor s al b clas if ied ( yp ) an des rib d

It s al b en ured that the names of the actors as lsted in this ta le are con istently u ed

throu hout the doc ment (sp cif i al y in the actors definition ta le, s enario con ition ,

precon ition an as umption an s enarios) If not u in an automatic selection b x in the

re ository, writers s al c ec their des ription f or common ca italzation, smal dif feren es in

u age, a breviation v whole word (i.e ESP an elsewhere Energ Service Provider), etc

Further inf ormation sp cif i to this u e case: In ivid al or ad itional inf ormation that relates to

the u e case can b provided

EX MPLE Ref ere c to a refere c arc ite ture lk SGAM

Template s ction: 3.2 Ref ere c s

No This referen e n mb r mig t b u ed f or ref eren in in the u e case itself; e.g u in

[No (may b s p orted by a re ository to l or a word proces in sof tware)

Ref eren es typ : There are dif ferent referen e typ s as s own in the examples a ove (e.g

stan ard , reg lation, contract, others lke publ cation )

Ref eren e: An ref eren es s al b identif ied that mig t restrict or aff ect the desig ,

u derstan in , an req irements of the u e case, in lu in contracts, reg lation , p l cies,

f i an ial con ideration , en ine rin con traints, p l ution con traints, an other en ironmental

q alty is ues

Statu : The statu of the referen ed doc ment

Imp ct on u e case: Where do s the doc ment influen e the u e case

Originator/organisation: Who publ s ed the doc ment?

Lin : If avai a le, a publ c ln can b provided (e.g to the IEC we store f or stan ard )

EX MPLE Are pro id d in th ta le a o e

If a plca le, this can b des rib d on e for a hig level u e case an not f or every detai ed

u e case again: e.g reg lation , laws etc whic are ne ded for smart meterin can b

des rib d in a se arate doc ment or in a hig er level u e case on e, an then they can b

referen ed in other u e cases In this case, one referen e is s f ficient

Template s ction: 4 Step by step a aly is of u e c s

Template s ction: 4.1 Ov rview of s e arios

Template section 4 f oc ses on des ribin s enarios of the u e case with a ste -ste analy is

(seq en e des ription)

There s ould b a cle r cor elation b twe n the nar ative an these s enarios an ste s

Sc n rio con ition

The ta le provides an overview of the diff erent s enarios of the u e case lke normal an

alternative s enarios whic are des rib d in section 4.2 of the template

In general, the writer of the u e case starts with the normal seq en e (s c es ) In case

pre-con ition or p st-con ition do s not provide the exp cted output (e.g no s c es = fai ure),

alternative s enarios have to b def i ed

No The s enarios are seq entialy n mb red The n mb r of s enarios is not l mited

Scenario name: is u ed to name the s enario

Scenario des ription: is u ed to des rib s ortly the s enario

Primary actor: des rib s whic actor(s) trig er(s) this s enario

Trig erin event: des rib s whic event s) trig er(s) this s enario

Pre-con ition: des rib s whic con ition(s) s ould have b en met b fore this s enario

ha p n

Post-con ition: des rib s whic con ition(s) s ould prevai after this s enario ha p n The

p st con ition may also def i e “s c es ” or “fai ure” con ition for e c u e case

Template s ction: 4.2 Steps – Sc narios

For this s enario, al the ste s p rf ormed s al b des rib d goin f rom start to en u in

simple verbs lke – get, put, can el, s bs rib etc Ste s s al b n mb red seq ential y – 1, 2,

3 an so on Further ste s can b ad ed to the ta le, if ne ded (n mb r of ste s are not

l mited)

Should the s enario req ire detaied des ription of ste s that are also u ed by other u e

cases, it s ould b con idered cre tin a new “s b” u e case, then ref er in to that

“s broutine” in this s enario

Ste No Seq ential n mb r identifyin the ste

Ste n mb rs s al b s ntactical y def i ed as f ol ows: A simple ste n mb r con ists of a digit

an an o tional leter If req ired, simple ste n mb rs can also b exten ed (e.g to expres a

hierarc y of ste s) by con atenatin simple ste n mb rs with a dot The n mb rin can b

f ormaly defined by the POSIX-compl ant reg lar expres ion: [0-9]+[a-z]*( [0-9]+[a-z]*)* This

me n that ste n mb rs start with an natural n mb r (in l 0), fol owed by zero or more

c aracters If a pl ca le, zero or more of these ste n mb rs can fol ow with a dot in f ront of

The order of ste n mb rs is defined ac ordin to the natural order of the le din integer

(whic can con ist of multiple digits) If two integers are eq al, the ste n mb rs are ordered

ac ordin to trai n leters in alpha etical order Exten ed, dot-se arated ste n mb rs are

ordered ac ordin ly fom lef t to rig t

EX MPLE Th e umeratio a d ord r of ste s b sic ly f olows th s me rule a c mmo c a ter a d s ctio

n mb rin of a d c me t; 1a, 1b, 1cf, 1c , 1n, 1n.2 , 1n.2 , 2, 2 , …, 1 , 12, …, etc

Event: The event that trig ers the ste This mig t b completion of the previou ste

EX MPLE A h ma re u stin th fu ctio , d ta b in re orte p rio ic ly, or a p wer s stem e e t

Name of proces /activity: L b l that would a p ar in a proces diagram Action verbs s ould

b u ed when namin activity

EX MPLE “Fa lt o c rs in th grid” (Refer to FLISR e ample in An e B)

Des ription of proces /activity: This des rib s what action takes place in this ste The f oc s

s ould b les on the algorithms of the a pl cation an more on the interaction an

inf ormation f lows b twe n actors

Service: This column identif ies the nature of the information f low an the originator of the

inf ormation Avai a le o tion are CREAT , GET, CHANGE, DELETE, CANCEL, EXECUTE

derived f om IEC 619 8-10 :2 13, 6.2.2 Ad itional y, REPORT, TIMER an REPEAT are

s g ested

CREATE me n that an inf ormation o ject is to b cre ted at the Prod cer

GET ( his is the def ault value if none is p pulated) me n that the Receiver req ests

information f rom the Prod cer (def ault

CHANGE me n that inf ormation is to b updated Prod cer updates the Receiver’s

information

DELETE me n that inf ormation is to b deleted Prod cer deletes inf ormation f rom the

Receiver

CANCEL, CLOSE imply action related to proces es, s c as the clos re of a work

order or the can el ation of a control req est

EXECUTE is u ed when a complex tran action is b in con eyed u in a service,

whic p tentialy contain more than one verb

REPORT is u ed to re resent tran f er al of u sol cited information or as n hronou

information flows Prod cer provides information to the Receiver

TIMER is u ed to re resent a waitin p riod When u in the TIMER service, the

Information Prod cer an Inf ormation Receiver f ield s al ref er to the same actor

REPEAT is u ed to in icate that a series of ste s is re e ted u ti a con ition or trig er

event The con ition is sp cif ied as the text in the “Event column f or this row or ste

Fol owin the word REPEAT, s al a p ar, in p renthesis, the first an last ste

n mb rs of the series to b re e ted in the f ol owin f orm REPEAT(X-Y) where X is the

first ste an Y is the last ste

These common service def i ition are related to automation/inf ormation or

commu ication s stems In case the u e case template is a pl ed in other domain ,

further services mig t b u ed an des rib d

Inf ormation prod cer: This identifies the prod cer or source of the inf ormation This s ould b

one of the actors in the referen e template section

Information receiver: This identif ies the receiver of the information This s ould also b one of

the actors identif ied a ove

Information ex han ed IDs: This des rib s briefly the information to b ex han ed b twe n

the two actors – inf ormation prod cer an inf ormation receiver:

– Input to the u e case fom some external sources that is not des rib d in this u e case

– Internal to the u e case (e.g b twe n dif ferent a pl cation an s stems within the u e

case)

– Output f rom the u e case that wi b u ed by other actors/entities not in lu ed in this

u e case

– This column s ould not contain tec nolog is ues/req irements

– It is alowed to lst several inf ormation in one ste , comma se arated

– Summarizin the information ex han ed b twe n two actors b sed on the relevant set

of u e cases can c aracterize the ne ded commu ication/mes age p ylo d

– Detaied information ex han e s ould b identified u in an ID ( Name of Inf ormation”

Su h name s ould in lu e the source namesp ce, if not ref er in to the by-default one

In this case, the column only contain the ID of the ex han ed information whic l n to

more detai s a out the inf ormation in a se arate ta le in the folowin template section 5

whic is u ed for al ste s of the u e case

Here the information can u e a s ort ID ref er in to template section 5 f or further detai s

Several inf ormation ex han ed IDs can b lsted, comma se arated

Req irement IDs: Detaied req irements s ould b def i ed in a se arate doc ment f or al u e

cases with the folowin referen es:

– It is alowed to lst several req irement in one ste , comma se arated

– Refer to template Clau e 7 “Definition of a l st f or req irements” for f urther detai s

In the ste s, the detai ed req irements are l n ed to the general l st of req irements u in

IDs (R-ID) as wel as to the s mmary of req irements of this u e case an its ste s in

template section 6

If f urther s enarios are ne ded, further ta les can b ad ed (f or the word proces in program

template by co y & p ste)

Template s ction: 5 Inf ormation e c a ge

Req irement, R- IDs

These inf ormation o jects are cor esp n in to the “Name of Information” of the “Information

Ex han ed” column ref eren ed in the s enario ste s in template section 4 “Ste by Ste

Analy is” If a pro riate, f urther req irements to the information o jects can b ad ed

Information ex han ed ID: is a u iq e ID whic identif ies the selected inf ormation in the

context of the u e case

The name of information: is a u iq e ID whic identifies the selected information in the context

of the u e case

When goin de p r in analy is an en ine rin , ma pin the u e case to stan ard , an

con iderin that multiple namesp ces can b con idered for the same u e case, then it is

recommen ed that the namesp ce as ociated to the selected piece of inf ormation is

mentioned an atac ed to this ID (s c as “namesp ce name.inf ormation ID” Pos ibly a

“By-default namesp ce” can b introd ced at the b gin in of the u e case doc ment within

the ref eren es In that case, “Name of Inf ormation” whic not explcitly refers to a namesp ce,

is refer in by default to the “By-def ault namesp ce” in icated in the referen ed doc ments lst

EX MPLE Name p c s b s d o s ma tic informatio mo els d fin d b SDOs (Sta d rd De elo in

Org nis tio ) lk IEC 619 0-3 1, IEC 619 8- 1 (Commo Informatio Mo el CIM), IEC 6 3 5-3 1, a d relate

informatio mo els fom IEC 618 0 (e.g lo ic l n d s), or IEC 6 0 6 (COS M Comp nio Sp cific tio for

En rg Meterin )

Usin a u e case re ository, an information clas es that have b en imp rted are avaia le to

other u e cases an do not have to b def i ed in al u e cases

Des ription of inf ormation ex han ed: Brief des ription, in case a ref eren e to existin data

models/information clas es s ould b ad ed Usin existin canonical data models is

recommen ed

Req irement IDs: can b u ed to def i e req irements refer in to the information an not to

the ste as in the ste by ste analy is (se template section 6 b low):

EX MPLE Data prote tio cla s c re p n in to this informatio o je t

Template s ction: 6 Re uireme ts (o tional)

This ta le s mmarizes the req irements of al ste s in the u e case an it is l n ed to template

section 4 “Ste by Ste Analy is” The ID f or req irements (R-ID) is a u iq e ID whic

identifies the req irement in al u e cases (e.g in a re ository)

The ta le is o tional, b cau e it is recommen to col ect the req irements of al u e cases

(e.g within an are ) in a se arate doc ment Within a u e case template, this ta le can b

u ed to provide a complete overview (e.g f il ed automaticaly when u in a u e case

re ository) or within the startin phase of the u e case des ription (e.g by the domain exp rts,

later to b sp cified in more detai by IT/automation exp rts)

Req irements (o tio al)

Categ ry ID Categ ry name

Req irement de criptio

Category ID: Uniq e identifier for the category Ac ordin to Clau e 7, req irements are sorted

in categories For complex categories, the category name can b “dot-delmited”: [ID of

category] [ID of Sub Category] [other Sub category ]

Category name f or req irements: A name f or the category of req irements

Category des ription: Des ription of the req irement category

Req irement ID: Uniq e identifier whic identif ies the req irement within its category an whic

can ln the req irement to an external req irement doc ment

Req irement name: A name of the req irement

Req irement des ription: Des ription of the req irement ( his mig t b p pulated automatical y

by an resp sitory, if the req irement has alre d b en des rib d in the external doc ment

b f ore, so that it can b fi ed in here automaticaly)

The ta le wi b co ied ac ordin to the n mb r of categories identif ied

For further detai s refer to Clau e 7 "Def i ition of a lst for req irements"

Template s ction: 7 Common terms a d def initions

Common terms a d d f inition

Terms an their def i ition : Should b def i ed in a common glos ary f or al u e cases Here

relevant terms b lon in to this u e case are l sted Usin a data ase re ository for the

glos ary, the def i ition mig t b f il ed automatical y b sed on existin inf ormation

Template s ction: 8 Custom inf ormation (optional)

Custom informatio (o tio al)

Key

s ctio

The c stom inf ormation section provides a flexible o tion to in lu e mis elane u c stom,

semi-stru tured information whic do s not f it into other p rts of the template To in lu e

c stom inf ormation a (u iq e) key s al b provided in the resp ctive column that identifies the

c stom inf ormation an a cor esp n in value in the value column Key s al q al f y the typ

of inf ormation an s al b noted in a dot notation, if for in tan e s b-con e ts are b in u ed

In case multiple values s al b defined, these s al b se arated by commas If the c stom

information is related to another section in this template, this can b sp cif ied in the last

column

Key: Use case wide u iq e key f or identif i ation purp ses

EX MPLE SGAM.z n s, a th r o title, Co sid re Sy tem.

Value: Provides the cor esp n in inf ormation f or the provided key

EX MPLE Statio , Field, or Field e gin er, or Smart Meter

Ref ers to section: This field refers to relevant template section in this doc ment (o tional)

EX MPLE 1.1

This section 8 is o tional an s al only b in lu ed in a u e case template, if the inf ormation

re l y can ot b in lu ed elsewhere – ple se refer to An ex B whic gives an example on how

variou inf ormation can b in lu ed in the template

New f ield f or the u e in ide the IEC s al b notified to the resp n ible commite an s al

b ac nowled ed ac ordin to proced re defined in IEC 6 5 9-1 prior to u e

6 Def inition of an a tor l st

The con e t of an “actor” is very general an can cover:

Pe ple ( heir roles or jo s), s stems, data ases, organization , an devices in olved in or

af fected by the u e case: e.g o erators, s stem administrators, tec nician , en u ers,

service p rson el, exec tives, SCADA s stem, re l-time data ase, regional tran mis ion

o erator (RTO), remote terminal u its (RTU), intel gent electronic devices (IED) an even the

p wer s stem

Rou hly actors mig t b divided into s stem actors an bu ines actors

– Sy tem actors are coverin fu ction or devices For example in the energ s stem

are , s stem actors are defined in the inter ace ref eren e model (IEC 619 8-1)

– A bu ines actor sp cif ies in fact a ”role”; roles can b taken by diverse entities

EX MPLE Ty ic l e ample f or a tors/role in th e erg s stem:

– “Meter o erator” is a role th t c n b ta e eith r b a s e if i c mp n or b a distrib tio s stem

o erator (DSO) c mp n , or

– “Ag re ator” is a role th t c uld b ta e b ma y e titie lk a DSO c mp n , a e erg s rvic

c mp n (E CO) or a e erg s p ler

As u e cases are more an more detai ed d rin the en ine rin , also actors mig t b defined

more an more precisely For example, in stan ardization generic actors an roles an in

sp cif i projects re l devices or entities are u ed

For some u e cases, the logical definition of a generic actor mig t b u ef ul, if this actor can

b re l zed by diff erent roles (e.g diff erent market stakeholders in diff erent cou tries) In the

actor lst theref ore the column “Pos ible actors f ulf il n a role” mig t b u ed to provide

examples f or a p s ible ma pin to a more sp cif i actor

Actors are defined in a se arate l st whic serves for al u e cases If a generic actor lst exists

in the are of interest, only actors of this generic actor lst s ould b u ed as far as p s ible in

the u e case

A generic actor lst f or sp cific are s is provided in the IEC u e case re ository (UCR) When

s g estin new actors, they s al b des rib d an ad ed to the generic actor l st of IEC

ac ordin to the proced re des rib d in Part 1 of this stan ard

The actor l st contain the f ol owin information for e c actor:

EX MPLE Smart Grid/e erg s stems.

– Ma pin to groupin

EX MPLE To s rt re uireme ts for "smart meterin " withinth are "e erg s stem"

– Name of the actor

EX MPLE Distrib tio s stem o erator (DSO)

– Ab reviation f or the actor name

EX MPLE DSO

– Actor typ (e.g roles, a pl cation, …)

EX MPLE DSO is a role, a e erg ma a eme t s stem (EMS) is a a plc tio

– Definition of actor

Here the actor s al b des rib d Us al y the actor is taken fom an existin actor l st

so that the definition alre d exists

– Pos ible actors f ulfi in this role

EX MPLE For th a tor “meter o erator” it mig t b a DSO or a in e e d nt meter o erator, d p n in

o th n tio al b c gro n or th s e ific proje t

– International, regional or national relevan e

Actors mig t diff erentiate in def i ition de en in on regional or national legislation or

This column is u ed to bui d up a kin of hierarc y of actors

EX MPLE A grid o erator a p re t of tra smis io or distrib tio s stem o erator (T O or DSO)

– Further comments

The lst can b u ed to sort the information ac ordin to diff erent ne d (e.g f ilter for actors of

a sp cific groupin )

7 Def inition of a l st f or re uireme ts

The req irements u ed in the ste by ste analy is (ref er to section 4 of the template) or to the

inf ormation ex han ed (section 5 of the template) are defined in a se arate doc ment whic

serves as referen e f or al u e cases In the u e case template, req irements s al b ln ed to

the glo al req irements l st by me n of the u iq e req irement identification n mb r (R-ID)

Users of this doc ment s ould se k f irst to reu e existin req irements f rom the glo al

req irements l st New req irements s ould b presented f irst as an exten ion to the glo al

req irements l st in order to ref er to them by a con istent an u iq e identifier

Eac req irement in the l st contain the fol owin inf ormation:

– Req irement name

• The req irement name s ould b a s ort strin that is des riptive of the

req irement It s ould b p s ible to u derstan the req irement f om its name an

its category

– Req irement identif i ation (R-ID)

• The R-ID s al b u iq e within the context of the glo al req irements l st

– Req irement category b sed on the glo al req irements category lst

• De en in on the amou t of categories an the level of detai , the categories mig t

b organized in a category tre

• The glo al req irements lst is organized by categories Further req irement

categories can b ad ed, if ne ded The l st b low s ows the to level req irements

categories, here mainly b sed on SGAM, an GWAC The categories are p rceived

as generic enou h to b tran f er ed to other are s than the Smart Grid as wel

– Definition

• A des ription of the req irement

– Groupin

• A series of strin s re resentin a pl cation are s where the req irement is u ed

These are inten ed to s p ort key word se rc es on the req irements set For

example, fi ter req irements f or the groupin "Smart Meterin "

The req irements l st can b u ed to sort the information ac ordin to dif ferent ne d (e.g

f ilter for req irement category or a sp cific groupin )

When desig in a detaied u e case, the f olowin is recommen ed:

Req irements s ould b desig ed to b “atomic” A req irement defined u der this clau e:

– mu t expres a sin le pro erty in order to b u ed also f or other u e cases

• The req irement s ould not refer to an other req irement For example to say “a

c stomer device s al have a u iq e ID” ref ers to b th a “c stomer device” an a

“u iq e ID” within a sp cific u e case Theref ore this is made up of two primitives

an mu t b red ced further to “c stomer device” as actor an “device has u iq e

ID” as general req irement

– can only b true or false

• The req irement can b verified either by analy is, in p ction, demon tration, or

test The req irement s ould not b a me s rement or degre This makes it atomic

an testa le

– can b u dersto d entirely f rom its name an its p sition in the category tre

• That is, the bran h it is atac ed to an its text def i es it For example, if the

category is “6.8 Qualty of Service” (se b low), an the req irement is “b n width

uti zation: <10 %” we are req irin the q alty of service b f or a les than 10 %

uti zation of b n width

– mu t b in e en ent of the source doc ment fom whic it came

• F r example “XYZ-comp tible devices mu t have conf orman e certif i ation” ne d

to strip the “XYZ” f rom the statement to make it primitive E.g “devices mu t have

conf orman e certif i ation”

– The folowin mig t b mentioned f or p s ible (project sp cific) impl cation of

4.1 Sy tactic intero era i ty

4.2 Network intero era i ty

5 Comp nent layer

5.1 Basic con ectivity

6 Cros c tin is ues

6.1 Shared me nin of content

6.2 Resource identification

6.3 Time s n ronisation an seq en in

6.4 L g in an au itin

6.5 Tran action an state management

6.6 Sy tem preservation

6.7 Qualty of sevice

EX MPLE Av ia i ty, a c pta le d wntime of dif fere t c mp n nts, re o ery, b c u , fe u n y of d ta

e c a g s, f l xibi ty f or f uture c a g s, re p n e time , late c of d ta b twe n d te tio a d its dis la or

a tio

6.8 Dis overy an config ration

EX MPLE L c tio , dista c s, c mmu ic tio la o t, me ia, n twork b n width, e istin proto ols, n mb r of

d vic s, s stems, v lume of d ta items, e p cte growth, etc

6.9 Sy tem evolution an s ala i ty

7 Implementation

7.1 Information s stem an commu ication protection

EX MPLE Auth ntif i atio of u er, c nfid ntialty, inte rity, pre e tio of d nial of s rvic , n n- e u iatio or

a c u ta i ty, eror ma a eme t

7.2 Data management

EX MPLE Ty e of s urc of d ta, c re tn s or v ldity of d ta, timeln s or time stampin of d ta, v lume of

d ta, s n hro iz tio or c n iste c of d ta a ro s s stems, timely a c s to d ta, v ld tio of d ta a ro s

org niz tio al b u d rie , tra s ctio ma a eme t, d ta n min , id ntif i atio , formats a ro s dis arate s stems,

mainte a c of d ta a d d ta a e

7.3 Fu ctional p r oman e req irements

A nnex A

(inf or mativ )

Examples of actors

NOT

– This lst (s e Ta le A.1 is n t e clu iv a d n t maintain d Ex mple are ta e f rom th are “En rg

Sy tem/Smart Grid”

– This lst c ntain o ly e ample of a tors

ty e Actor de cription Actors

CEMSSy temEn rg ma a eme t s stem

for e erg c stomers to

o timiz th uti z tio of

a gre ator,a d th refore

d e n t dire tly p rticip te

in fle ibi ty mark ts

c ntrol adistrib tio grid

from ac ntralz d lo atio ,

DSO Role Sy temo erator o eratin

th distrib tio s stem

Are Gro pi ng N ame of

a tor

Ab r

of

a tor Actor ty e Actor de cription Actors

SO Role A p rty th t is re p n ible

for asta le p wer s stem

"h tra s ort of ele tricity

o th e tra hig or hig

v lta en twork with a

A nnex B

(inf or mativ )

Example of a use case based on the suggested template

(short and extended version)

B.1 Short version of the use case "Locate and isolate f ault and restore system

(FLISR Fa lt location, isolation, system restoration)"

This an the next example are b sed on u e case worked on in IEC tec nical b dies an in the

Smart Grid Co rdination Group (refer to the bibl ogra h ) As the u e case is only taken as

example it is not updated or rele sed for an f urther u e, several field are fi ed f or

demon tration purp se

L c te a d isolate f ault a d restore system

(Fa lt lo atio , isolatio a d system restoratio (FLISR)

1.4 Nar ative ofus c s

Nar ative of us ca e

Sh rt de criptio

Th FLISR use c se is divid d into f our se u n es:

1 Fa lt d te tio a d cle ra c – Th prote tio d vic s in th grid are d te tin th f ault a d

is uin suita le bre k r trip in

2 Fa lt lo alzatio – Id ntif y th p ysic l lo atio of h f ault b a alysin th telemetere

alarms re eiv d f rom prote tio d vic s in th grid

3 Fa lt isolatio – Determin switc in a tio s whic wi isolate th f aulty e uipme t s) f rom th

rest of h grid

4 System restoratio – Resu ply th se h alth p rts of h grid, whic are d -e ergize d rin

th f ault cle rin

Th e e utio within th se se u n es is ty ic ly hig ly a tomate , whie th c ntin atio with

th n xt se u n e ty ic l y re uires a c ntrol ro m o erator intera tio

Complete de criptio

If a f aiure h p e s in th distrib tio grid, th prote tio d vic s wi d te t this a d initiate

imme iately bre k r trip in to d -e ergize th f ault Du to th lower sele tivity of h f ault

prote tio in distrib tio grids, ty ic ly a larg p rt of h distrib tio grid b c mes d -e ergize ,

e.g a c mplete f ee er

To eth r with th h lp of a c mmu ic tin system, a d f ault p s a e in ic tors lo ate o th

p wer system, a d c mmu ic tin bre k rs lo ate at th main su statio , th FLISR a plc tio

in th c ntrol c nter wi b aware of a f ault, id ntif y th f aulty se tio , remotely isolate th f aulty

se tio a d remotely restore p wer to th h alth p rt, eith r u d r th c ntrol of h o erator or

in a kin of close lo p o eratio Th ef f ects of h d termin d switc in a tio s f or isolatio or

restoratio mig t b simulate a d v rif ie a tomatic ly or b th distrib tio o erator prior to

e e utio

Uti ties th t o erate in su h n tworks h v a n e f or f ast f ault aware es , f aulty se tio

id ntif ic tio , ra id inf ormatio g th rin , a d a alysis of switc in o tio s to restore servic

wh n a p rt of h c nsumers, ata h d to th c n ern d f ee er is lost With ut this c p bi ty, it

c n ma e se eral h urs or more to restore p wer sh uld a in er city su statio b lost This

a plc tio ru s at a c ntrol c ntre le el, with tig t c n e tio with f ield d vic s a tin eith r as

se sors or a tu tors

Fe d r c n b of o erh a or u d rgro n ty es or b th

Impleme tin FLISR h lps th uti ty to impro e th p rf orma c b se rates (PBR) a d re u e

th risk of p n lties Th rules f or p rf orma c b se rates (PBR) wi v ry f rom c u try to

c u try, or e e f rom state to state, h we er most in lu e th p rf orma c me sures of SAIDI

(system a era e interu tio d ratio in e ), SAIFI (system a era e interu tio f re u n y

in e ), a d of te system a era e interu tio s p r mie of l n

An th r b sin s a pro c c n b to me sure th q a tity of n n-distrib te e erg d e to u

-a aia i ty of p wer at c nsumer sid Th q ic er is th restoratio af ter a f ault, th les is th

q a tity of n n-distrib te e erg

1.5 Key perormanc indic tors (KPI)

Key perorman e indicators

us ca e o jective

1.6 Use c s conditions

Use ca e c nditio s

P rereq isite

1.7 Further informatio to the us c s for cla sific tion/mapping

Clas ificatio informatio