Widespread Industry Challenges “Utilities need to prepare for an onslaught of data – as other industries have done. The challenge of upgrading IT systems.

Open Smart Grid Reference Model TC

Widespread Industry Challenges

“Utilities need to prepare for an onslaught of data – as other industries have done. The challenge of upgrading IT systems accordingly is one of the reasons the Smart Grid is in its infancy” - Electric Power Research Institute

“Moving beyond the initial development stages is proving to be a challenge for utilities. There is an increased emphasis on architecture in the planning process as utilities transform their existing information systems and business operations as they implement the Smart Grid” –NIST Smart Grid Advisory Committee

“AMI, CIS and OMS integration ease are issues when it comes to satisfaction ratings with current MDM solutions” – Sierra Energy Group, Preparing for the Meter Data Deluge

Copyright 2011BRIDGE Energy Group, Inc.

Copyright 2010 BRIDGE Energy Group, Inc. 3

Open SGRM• What is it?

– A Smart Grid Reference Model and Blueprint for Utilities to execute Smart Grid initiatives

• What will it provide?– Blueprint:

• Approach to Assessment of Current State• Definition of Understanding of Business Needs• Define Challenges

– Smart Grid Reference Model:• Identify Future State through a Smart Grid Reference Model• Description of Services in the model

• How can it be used?– Utilities can leverage the blueprint and reference model to develop their

roadmap– Vendors can leverage the Reference Model to develop open and

interoperable products & Solutions

Copyright 2010 BRIDGE Energy Group, Inc. 4

Open SGRM – How does it relate to existing work• Leverages all previous work

– E.g. Conceptual Architecture, P2030– GWAC Stack etc.

• Leverages any and all standards– PAP standards– Interoperability– CIM etc.

• Leverages IT standards– SOA– ESB etc.

The Integration Challenges

1. Accidental Architecture

2. Point to Point

3. Complex

4. Proprietary Interfaces

5. Ripple Effect

6. MDM Transaction Volume

7. Need for Real-time Data

8. End to End Integration

9. Security Issues

10. Integrate Distributed Generation

11. Integrate PHEVs

12. Settlement & Billing

Tony Giroti 5

Adele Mapping System

Banner CIS(Customer Information System)

EMS - ESCA (Energy

Management System)

Lodestar Billing

Expert - TASC

Rates Data Mart

CMS(ConstructionManagement

System)

STS (Services Tracking System)

Compatible Units

WMS(Work

Management System)

UDS(Utilty Design

System)

OMS - ABB (Outage

Management System)

Energy Accounting Sys

& Gas

Managment Sys

ITRON Meter

Reading

EnterpriseSystem

SPPC System

NPC System

Legend

ECAS

MapGuide(iConnect)

Pension Calc. Sys.

Paybase Check Print

DBM ARCS

Lodestar Client/ Server

Deposit/Refund Checks

AMS Meter Inventory

Bill Print (Opencsf)

Mobility

CheckFree

Landbase Processing

Microsoft Exchange/

Outlook

Capital Budget

Sys.

Description Now (Job

Desciption)

Career Architect

Auto Affirmative

Action Planning

Fleet Anywhere

CascadePI

(Substation Reads)

Mobile Dispatch

Paris

Enterprise Systems Diagram

Open Systems

Mainframe

· Reno (Mail pymts (SP)· EDS (SP)· Bill Matrix (NP)· Ready Pay (NP)· FEDS (SP)· STORES (SP)· Collection Agency (NP)· LIHEA Pymts (NP)

Remittances(Docutran)

· CIS INQ· SCIS INQ· Call-in

Priviledge· Equifax

Load Mgmt

ERP Peoplesoft

Human Capital Managment

FinancialsSupply Chain

OMS (Outage

Management System)

IVR / VRU

IVR / VRU

Loadstar

CQenceMail

Processor

MV90

ORCOM CIS

TMWA CIS

ERP

Primavera

HenwoodBook-

RunnerRisk / Credit

Oracle Historical

Data Tables

PowerPlant(Generation Fixed Asset Accounting)

TEA (Time Entry

Application)

eTrak

ERP

INDUS Passport· Purchasing· Inventory· Work Mngmnt· Tag Out

Oracle Spatial

ShareholderSystem

OutSourced

HR Logix

COURTESY: A Utility. Name Intentionally Withheld

1. The Accidental Architecture 3. Ripple Effect2. P2P Interfaces

1. REVIEW

2. ASSESS

3. STRATEGY & ROADMAP

4a. DESIGN– Open SG Reference Architecture

4b. DESIGN– Integration Architecture

5. COE: Technical Design Reviews, Workshops, Implementation, End to End Testing

8/19/2010

Copyright 2010 BRIDGE Energy Group, Inc. 6

How to Measure the Challenges

• The Integration Complexity Challenge– With P2P architecture, the

integration complexity will increase over time.

– Integration complexity for every organization is different and provides an indication of (a) the scope (investment required) and (b) if a strategic approach to integration is needed.

– Utilities need a tool to determine if a strategic integration architecture is needed.

• BRIDGE Index

• Third party tools– CMU– SEI

• GWAC Interoperability Context-Setting Framework

Copyright 2010 BRIDGE Energy Group, Inc. 7

Integration Issues mapped to DOE and NIST’s GWAC Stack

Integration Challenges across GridWise Interoperability Framework Categories

1 Organizational Challenge x x x x x2 Lack of IT Maturity x x x x x x3 Evolving Technical Standards x x x4 New Models - PHEV & Dist Gen. x x x5 Centralized vs Decentralized x x x x x x x x x x x x6 IT, Service, Data Governance x x x x x x7 Ripple Effect x x x x x x8 Integration Complexity x x x x x x x x x x x x x9 Transformation Challenge x x x x10 Lack of SOA Experience x x x x x x x x x x11 Reporting & DW Issues x x x x12 Data Volume x x x x x13 Performance & Throughput x x x x14 Transaction Processing Issues x x x x x x x15 Common Security Model x x x x x x x16 Point to Point Accidental Arch. x x x x x x x x x x x x x x x

Custom Code Issues x x x x x x x x x x xNo Reusability x x x x x x x x x x x Different Payloads x x xDifferent Protocols x x xDifferent Logging x xUnpredictable QoS x xNo Runtime for scalability x x xNo Common Vocabulary x xNo Distributed Transaction x x x x x xUnreliable Security x x x x x xNo Centralization x x x x x x x x x x x x xNo Standard way of Integrating x x x x x x x

Cross Cutting IssuesTechnical Informational Organizational

Open Smart Grid Reference Architecture

- Service Oriented Architecture- Real Time Architecture- Loosely Coupled Architecture- Complex Event Processing- Centralized versus Federated

Model- Enterprise Data Warehouse

Tony Giroti 8

Service Oriented Architecture (SOA)Service Oriented Architecture (SOA)

Application ArchitectureApplication Architecture

Business ArchitectureBusiness Architecture

Service / Process OrchestrationService / Process Orchestration

SOA Tool or CapabilitySOA Tool or Capability

Data ArchitectureData Architecture

Real-Time Integration ArchitectureReal-Time Integration Architecture

ESB, Transport & MessagingESB, Transport & Messaging

PortalPortal

Real-Time Integration ArchitectureReal-Time Integration Architecture

RegistryRegistry CEPCEP RoutingRouting

Event Driven ArchitectureEvent Driven Architecture

Loosely Coupled Architecture

Loosely Coupled Architecture

Technical ServicesTechnical Services

Canonical Data Model

Canonical Data Model

Workflow / Human TasksWorkflow /

Human TasksBusiness ServicesBusiness Services Enterprise

ServicesEnterprise Services

Semantic Data Model

Semantic Data Model

Master Data ManagementMaster Data

Management Meta DataMeta Data

Application Integ Modules

Application Integ Modules

Cross Cutting Modules

Cross Cutting Modules

B2B Integra-tion Modules

B2B Integra-tion Modules

Real-Time ArchitectureReal-Time

ArchitectureTransaction

Processing -OLTPTransaction

Processing -OLTP

Development SDKDevelopment SDK

Common Services

Common Services

Customer / HAN Modules

Customer / HAN Modules

Transformation

Transformation

DatabaseDatabase

Infrastructure ArchitectureInfrastructure ArchitectureHardware, OS, VirtualizationHardware, OS, Virtualization

Compl I ance

Archi tecture

Compl I ance

Archi tecture

Secure i ty

Archi tecture

Secure i ty

Archi tecture

Command & ControlCommand & Control OA&MOA&MSG & DR Applications

SG & DR Applications

Admin InterfaceAdmin Interface

Data Warehouse Infrastructure

Data Warehouse Infrastructure

Data Warehouse Data Warehouse

Extraction Transformation &

Load

Extraction Transformation &

Load

Domain Specific Data Marts

Domain Specific Data Marts

Reporting ArchitectureReporting

Architecture

Reporting, Analytics & BI

Reporting, Analytics & BI

Star/Snowflake Data WarehouseStar/Snowflake

Data Warehouse

Source DBsSource DBs

ETL ToolETL Tool

ETL ArchitectureETL Architecture

Reporting ToolReporting Tool

Data MartData Mart

Data MartData Mart

Remote Connect /

Disconnect

Remote Connect /

Disconnect

Outage DetectionOutage

DetectionSelf Healing

GridSelf Healing

GridAdvance

BillingAdvance

BillingOthersOthers

Example:CIM to Multi Speak

Smart Grid

Applications

1. REVIEW

2. ASSESS

3. STRATEGY & ROADMAP

4a. DESIGN– Open SG Reference Architecture

4b. DESIGN– Integration Architecture

5. COE: Technical Design Reviews, Workshops, Implementation, End to End Testing8/19/2010

Copyright 2010 BRIDGE Energy Group, Inc. 9

The Case for OpenSGRMProblem• Traditionally, general models or

"on-ramps" for the gradual implementation of systems are offered by large analyst or service integrator consultancies.

• Many existing and new market participants may instead elect a self-designed, "DIY" approach, which may be made significantly easier by freely-available, general exemplar service models and design principles consistent with the higher-level SGIP architectures.

Solution• The OpenSGRM TC will draw

together a common set of services and interactions in the electric power supply information chain, based on industry examples and available industry-wide open models, and publish an open Smart Grid Reference Model to fulfill that need, by providing guidance to implementers in various information chain roles on how to:– Quantify the technical complexity,– Identify the business need– Encapsulate and widely reuse

commonly-recurring data services and functions.

Copyright 2010 BRIDGE Energy Group, Inc. 10

Outputs

• Means to understand the complexity of the IT ecosystem and Smart Grid maturity model

• Understanding of what the business needs are

• Mechanism or tool set to measure complexity of the ecosystem

• Development of a reference model for a utility– The components needed to achieve that

objective

• Granular definition of components down to a service level– Common services

How can it be used?• Utilities can leverage

the blueprint and reference model to develop their roadmap

• Vendors can leverage the Reference Model to develop open and interoperable products & Solutions

Copyright 2010 BRIDGE Energy Group, Inc. 11

Scope of the OpenSGRM TC

• The committee will develop an open, freely-usable Open Smart Grid Reference Model (RM), and supporting information, for information transactions by parties in the information chain for energy generation, control, transmission, distribution, and consumption.

Copyright 2010 BRIDGE Energy Group, Inc. 12

TC Deliverables

• 12-18 months from the TC’s first meetingAn Open SmartGrid Reference Model base document, as its first output, which will describe an archetypal message and data structure that encompasses relevant information systems and transactions in electrical energy markets. The committee intends that this base document will become an OASIS Standard.

• 6 months after the completion of deliverable #1A profile and/or reference architecture for web services implementation of the reference model.

Copyright 2010 BRIDGE Energy Group, Inc. 13

Time Commitment

• Date & time of first meetingThe first meeting of the TC will be held approximately 3 weeks after the official call for participation during the first week of November.

• Ongoing meeting scheduleTo be decided by the committee. Biweekly or monthly teleconferences and the occasional (semi-annual) face to face work session may be appropriate.