Accelerating Grid Modernization
More information available on SGIP.org
1
Getting to Truly Interoperable
Power Grid Solutions:
A Utility Deployment Case Study
and Lessons Learned
May 22, 2014
Accelerating Grid Modernization
More information available on SGIP.org
2
INTRODUCTION
Dean Prochaska, NIST
Smart Grid Testing & Certification Committee (SGTCC) Chair
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
3
Smart Grid Interoperability Panel
orchestrates the work
behind power grid
modernization
Accelerating Grid Modernization
More information available on SGIP.org
4
• Optimizes resources and time
• Avoids proprietary vendor lock-in
• Helps build technology roadmaps
• Simplifies decision making
SGIP Reduces Risks and Costs
SGIP is a collaborative, transparent, and trusted forum to share standards
information and practical, hands-on knowledge about deployments from
industry experts.
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
5
SGTCC Overview
• Developing and Accelerating Smart Grid testing programs is a major focus for the SGIP Testing and Certification Committee (SGTCC)– Limited number of existing industry test programs
• SGTCC has developed a framework and processes to facilitate program development
• SGTCC has provided guidance to test programs in development– OpenADR, Green Button are examples
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
6
SGTCC Overview
• Testing, Interoperability and Certification are not always well understood by stakeholders
• SGTCC Outreach goals include:– Building awareness of testing and the value that test
programs bring to technology evaluation
– Encouraging utilities/purchasers to integrate testing and certification metrics in their procurement processes
– Demonstrating case studies highlighting industry success in implementing testing programs
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
7
Webinar Agenda
• Utility Support of Home Don JacobsArea Networks
• Interoperability Standards & James MaterAchieving Interoperable Products
• Q&A Dean Prochaska
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
This meeting, and all SGIP activities, are governed by SGIP By-laws and policies - Intellectual Property Rights Policy and Antitrust Policy.
Accelerating Grid Modernization
More information available on SGIP.org
8
UTILITY SUPPORT OF
HOME AREA NETWORKS
Don Jacobs, Sacramento Municipal Utility District
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
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9
Agenda
• HAN Testing & Certification Landscape - 2011
• HAN Device Testing Model
• Retail Deployment Model
• Key Takeaways
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
10
Sacramento Municipal Utility District
SnapshotSacramento County in Northern California• 900 square miles
Municipal Electric Utility• Governed by elected Board of Directors
– 610,000 Customers– 540,000 Residential– 70,000 Commercial
Summer-Peaking Load (Air Conditioning)• Residential Peak: 4-7pm June-September• Peak load ~3000 MW, of which 400MW = 40 hours
Energy Mix• Hydro• Natural gas-fired generators• Renewable energy• Wholesale purchases
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
11
HAN Testing & Certification
Landscape 2011
SEP .x
May 22, 2014Getting to Truly Interoperable Power Grid Solutions: A
Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
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12
Background
SMUD Awarded
SGIG
2009
Smart meters /
AMI deployed
2011
DRMSGo-live
(ZigBee & OpenADR)
2012 20132010 2014
DRMS RFP
Released
HAN Testing
RFP
DRMS Awarded
SmartPricing Options
Pre-cooling DLC
PowerStat DLC
Smart Thermostats
PowerDirect AutoDR
EV Innovators
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
13
SMUD’s Need for Testing &
Certification
• Business drivers for HAN testing
• Cultural shift from “responsibility stops at the meter”
• Needed internal testing processes, expertise quickly
• Utility-program deployment model
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Powering forward. Together.
HAN Device Testing Model
Accelerating Grid Modernization
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15
HAN Device Testing
• SMUD has contracted with NTS for ZigBee SEP certification, SSN compatibility, and basic Functional testing of HAN devices– leverage their standards expertise and tools– provides only bench-top testing to pre-qualify
devices for SMUD’s lab– consults on design of SMUD-specific test cases– provides support to SMUD on their configurable test
harness
• SMUD has onsite HAN testing lab for end-to-end functional testing over AMI (ZigBee) and broadband (AutoDR) from DRMS, and Customer experience testing. Prerequisite for the HAN lab:– HAN devices must be SEP certified– HAN devices must have been tested by NTS
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
16
HAN Devices Deployed
HAN Device Type Deployed
Devices ever
Joined
Avg. % of Joined Devices
Communicating
EnergyAware PowerTab IHD 5,700 2,565 30%
Energate Pioneer Z-100 PCT 940 920 98%
Clipper Creek CS-40 EVSE 60 54 57%
2013 TOTAL 6,700 3,539
EnergyAware PowerTab IHD (2014 Deployment) 1,450
New PCTs (2014 Deployment) 3,200
2014 TOTAL 11,350
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Powering forward. Together.
Retail Deployment Model
Accelerating Grid Modernization
More information available on SGIP.org
18
HAN Deployment Model
• HAN gateway demarcation point
• Cyber Security firewall
• Dual communications path
• More customer choice
• Limits Utility support to one device (gateway)
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
19
Industry Testing & Certification
Program• SEP and OpenADR standards• Clear Interoperability guidelines • Interoperability Testing and Certification Authorities
(ITCAs)– Test programs available from multiple test houses– Test Tools
• SGIP & SGTCC– SGIP Catalog of Standards– NIST Framework for SG Interoperability Standards ver. 3 – Interoperability Process Reference Manual (IPRM ver. 2)– SGTCC “Catalog of Test Programs”
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
20
Key Takeaways
• Leverage existing standards and testing resources (SGTCC)
• Procurement considerations for testing and certification
• Utilize external HAN testing lab for their tools & expertise
• Retail deployment model should utilize a HAN gateway with multiple communication paths to mitigate communication issues
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
21
Utility Support of Home Area Networks
Don Jacobs
Sacramento Municipal Utility District
(916) 732-6197
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
22
Introduction to
INTEROPERABILITY
STANDARDS AND ACHIEVING
INTEROPERABLE PRODUCTS
James Mater, QualityLogic Inc.
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
23
Contents
• Understanding Interoperability– What is it?
– Benefits
– Interoperability Maturity
• SG Standards and Interoperability
• Achieving Interoperable Products• Why do interoperability problems happen?
• How are they avoided?
• How to create an eco-system of interoperable products from a standard
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
24
Understanding Interoperability
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
What is it?BenefitsInteroperability Maturity
Accelerating Grid Modernization
More information available on SGIP.org
25
Smart Grid and Interoperability
• Smart Grid requires sophisticated two-way communications between actors
• Can be built by traditional (and costly) unique solutions– Doesn’t scale well
• Or…by adopting interoperability principles and standards– Scaling and flexibility
– Accelerates change
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
26
Interoperability Progression
A: No standard exists, requires completely custom integration
Party A Party B
D: Plug and Play and standard defined
C: Interfaces use a common model
(standard)
B: Interfaces can be transformed and/or
mapped
GridWise Architecture Council “GridWise Interoperability Context-Setting Framework V1.1,” March 2008
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
27
What is Interoperability?
• A shared understanding of the information exchanged
• An agreed expectation for the response to the information exchange
• A requisite quality of service: reliability, fidelity, and security
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
28
What is Interoperability?
Messages
Shared Meaning of Content
Collaboration Agreement (contract) Specification of behaviors and interface
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
29
System-System Interoperability
Interoperation = integration = communication
Method A: Custom bilateral: unique interface between each pair of systems
– Expensive to build, maintain and modify
– Vendor lock-in
Vendor 1Vendor 2
Vendor 4Vendor 3
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
30
System-System Interoperability
Interoperation = integration = communication
Method B: ESB or Universal Adapter – convert to one format
– Less expensive to build, maintain and modify
– Proprietary adapter format
– Easier substitution
Vendor 1Vendor 2
Vendor 4Vendor 3
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
31
System-System Interoperability
Interoperation = integration = communication
Method C: Open Communications Standard
– Each vendor implements standard communication protocol
– Easiest to implement (plug and play?)
– Easiest product substitution
Vendor 1Vendor 2
Vendor 4Vendor 3
61850
BacNet
SEP 2
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
32
Smart Grid Interoperability
and Standards
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
33
What is Interoperability?
Messages
Shared Meaning of Content
Collaboration Agreement (contract) Specification of behaviors and interface
Standards
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
34
Standards
• A technical specification, usually produced by a Standards Development (Setting) Organization (SDO/SSO)
– Recognized standards bodies (ISO, IEC, IEEE, ANSI, etc.)
– Trade alliances (ZigBee, Wi-Fi, OpenADR, MultiSpeak)
• Enables wide adoption of technology by multiple competing and complimentary vendors
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
36
Benefits of Standards – NIST
Framework Draft 3.0• Standards reduce “stranded assets” by ensuring compatibility with
evolving technologies• Innovation is catalyzed – reduce investment uncertainty in new
products and increase market opportunities• Consumer choice of competing products based on standards is
enhanced• Costs are reduced (product, acquisition, integration and
maintenance) with economies of scale• Utilities can adopt best practices based on using standards –
experience is portable• Global markets are available, increasing vendor competition,
lowering costs for utilities and customers• Cyber security and privacy better addressed in standardization than
custom systemsNIST Special Publication 1108R3, Preliminary Discussion Draft, “NIST Framework and Roadmap for Smart Grid Interoperability Standards, Release 3.0”, February 2014, http://www.nist.gov/smartgrid/upload/NISTDraftFrameworkOct_2013.pdf
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
37
Achieving Interoperable
Standards-Based Products
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Achieving Interoperable ProductsWhy do interoperability problems happen?How are they avoided?How to create an eco-system of interoperable products from a standard
Accelerating Grid Modernization
More information available on SGIP.org
38
Why do Interoperability Problems Occur?
Vendor 1 Tests
Interop problem discovered during deployment. Time and schedule impact.
Sends SIMPLE event values as 0.0, 1.0, 2.0, 3.0
Sends SIMPLE event values as 0, 1, 2, 3
Vendor 2 Tests
No standard tests or certification
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
39
Vendor 1 Tests
Why do Interoperability Problems Exist?
SIMPLE event values sent in both representations “1” and “1.0”
Vendor implementation expecting integer (0 1, 2, 3) representation of SIMPLE event signals
Conformance problem discovered during development and fixed. Interop problem eliminated. Passes certification.
With standard tests and certification
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
40
How is Interoperability Achieved
Increasing Interoperability
SGIP Catalog of Standards
PICS
Certification Test Specification
Certification Test Harness• Conformance
Tests
SSO Technical Specification
Interoperability Tests• Plugfests• Interop Test
System• Deployment
testing
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
41
The SGIP TCC and Interoperable
Products
• Focused on improving quality of Smart Grid Interoperability test and certification programs
• Guidelines to good program design
• Working with emerging ITCAs
• Assessment of ITCA programs
May 22, 2014Getting to Truly Interoperable Power Grid Solutions: A
Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
42
Key Takeaways
• Interoperability is 1) shared understanding of the information exchanged and 2) agreed expectation for the response to the information exchange
• Standards enable wide adoption of technology by multiple competing and complimentary vendors –– Accelerates change; increases flexibility; reduces costs and
schedules
• Achieving interoperable, standards-based systems and products requires multiple steps – but can be achieved
• There are good resources available from SGTCC
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
© 2014 QualityLogic Inc.
Accelerating Grid Modernization
More information available on SGIP.org
43
QUESTIONS?
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
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Closing
• Education and Outreach highlighting testing benefits are an SGTCC initiative– SMUD case study is an excellent example to encourage the
use of effective industry test programs• Takeaways
– Involvement in SGTCC and industry alliances provide a means to define, develop and implement test programs that benefit both utilities and their vendors
– Requiring participation in industry test programs within the purchasing process can speed technology adoption and reduce cost by minimizing duplicative testing activities
• SGTCC is planning additional webinars/seminars in 2H2014 to further encourage test program development and adoption
Accelerating Grid Modernization
More information available on SGIP.org
45
SGTCC Resources
SGIP.org/SGTCC – You can find the following resources by visiting the SGTCC section of SGIP.org• Accelerating Development of Smart Grid Testing Programs - Webinar archive
from December 2013
• Interoperability Process Reference Manual (IPRM) Version 2
– IPRM FAQs
• Interoperability and Testing Certification Authority (ITCA) Development Guide
– ITCA Development Guide FAQs
• Testing & Certification Landscape Report
• Testing & Certification Framework Development Guide
• White Paper on Value of Smart Grid Testing
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
46
SGIP Reminders
• September 15-18: Annual Conference and Fall Members Meeting in Nashville
• Webinars & Publications on SGIP.org under “Information Knowledge Base”
• Stay in Touch– Twitter: @SGIPNews
– LinkedIn Group: https://www.linkedin.com/groups/Smart-Grid-Interoperability-Panel-SGIP-4145498
– Sign up for SGIP Newsletter, The Conductor
May 22, 2014Getting to Truly Interoperable Power Grid Solutions: A
Utility Deployment Case Study and Lessons Learned
Accelerating Grid Modernization
More information available on SGIP.org
47
THANK YOU FOR YOUR PARTICIPATION
A FOLLOW-UP EMAIL WILL BE SENT WITH LINK TO
RECORDING AND SUPPORTING MATERIALS
May 22, 2014Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned