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Subject: Re: [smartgrid-discuss] OpenADR, SmartGrid Information Models and a Proposal


Dave,
 
You giveth with one hand and taketh away with the next.  We do need requirements driven thinking.
 
I am reviewing the requirements you put up on the TWIKI at NIST. That coupled with this email are an excellent set of initial requirements. I believe those in the email need to be boiled down to the good concise statements you made on the NIST TWIKI. I think the group needs to review all the existing well developed models for this pricing information. Then an assessment can be made about fit to requirements. I think this approach is defensible from a technical and objective standpoint.
 
In terms of timescale, I think you well point out that implementations are being deployed (actually have been for a couple of decades). No opportunity or desire to impede this is evident. The key in your evolutionary development model is that iterative requirements/design/implement/evaluate cycles must be performed. The key to judging the timescale of each iteration is the "New Common Sense". But gee, how do you know when you have captured "common sense"?
 
The successful examples in the article were not successful solutions by design that were implemented with common sense. In contrast they appear to be solutions proposed and field tested by a core of proponents that grew due to their good fit to some consumer requirements. Hundreds of equally well meaning efforts failed this process. So I wonder what specific guidance this gives us in coordinating a success.
 
Perhaps the most valuable result is to determine a timescale that permits a quality effort for each phase and try to work to that: requirements/design/implement/evaluate. What do you think is an appropriate time scale for each stage. On the other hand, what steps would you skip over to reach a June timeframe. What drives the June goal?
 
Cheers,
Marty
 
In a message dated 12/17/2008 12:58:06 P.M. Eastern Standard Time, david.hardin@ips.invensys.com writes:

!!!! I apologize for the length of this email but we are cutting to the core with this very important discussion. !!!!!

 

OpenADR represents a specification with a functional prototype that implements a set of real-world requirements through the integration of several very important use case scenarios including DR eventing and pricing.  These do not represent all of the envisioned SmartGrid interactions but they do represent the highest priority ones based upon the repeated message that we should not "boil the ocean" and solve the need for a DR standard. Our great ideas concerning a free market for energy are tempered by the reality that we start with a very rigid and diverse regulatory environment and that the electrical infrastructure is critical. (I think that everyone would agree that a market meltdown would be unacceptable!) Resolving all of the regulatory issues will take time and time we do not have. I see two "givens"; 1) real DR projects are moving forward with or without standards and 2) the SmartGrid will evolve over time. The classic approach of fully-defining the requirements upfront using a rigorous water-fall methodology is not appropriate for the SmartGrid, just like it wasn't appropriate for the Internet. We need to adopt an iterative and evolutionary methodology. (The attached article by Denning discusses in more detail.)

 

So what is the best path forward? How can we make the most progress in the least amount of time while not compromising a future that we don't fully understand? We take what we do understand and create a core set of information models that represent key information content that needs to be communicated. This focuses on what needs to be communicated and not on how it is communicated. We are under a mandate from Congress to be "flexible to incorporate regional and organizational differences and technological innovations". These standard information models are then incorporated within specific service and transport standards which can be baked into products. By separating the information models from the specifics of a technical communication standard, we permit the two to evolve and grow over time while minimizing the "impedance mismatch" between protocols. There is no doubt that the same information will need to flow through different communication channels using different transaction models, security models, etc. These are very application and context sensitive and include emerging technologies such as Cloud computing. (I'll restrain from writing another volume:-))

 

Ed has outlined below a very reasonable approach which could form the basis for achieving the definition of a core set of information models upon which we can build: A hierarchy of information components with data models and schemas. This hierarchy needs to be concise yet not too complex and we need to be very mindful of minimizing unnecessary dependencies which may seem elegant but only increase brittleness. The hierarchy must be designed for evolution and change. At the center will be flexible micro-specifications such as a pricing model with temporal scheduling. (This could even evolve into an RDF mesh model over time…) Once these models are defined, then we could focus on building a set of service interfaces and transactions which would wrap and transport the schema-defined data models.

 

The challenge that I would like to propose to the NIST DEWGS, OASIS and DOE GWAC is to set a target to define a core set of strawman information models, which include a flexible DR event model and flexible pricing model, by Connectivity Week in June! (Or earlier!!) How should we organize ourselves to achieve this? We have the talent but are limited in resources and funding. Can we do this or do we just sit on the bench?

 

One last thought: In software, progress is made by "standing on the shoulders of giants".

 

Happy Holidays!!!!

Dave

 

  

 

Dave Hardin, PE, PMP, CSDP, MCAD

Invensys Global Development

33 Commercial St. (C42-2E)

Foxboro, MA 02035

(w) 508-549-3362 (c) 774-571-5386 


From: Edward Koch [mailto:ed@akuacom.com]
Sent: Wednesday, December 17, 2008 1:59 AM
To: smartgrid-discuss@lists.oasis-open.org
Subject: [smartgrid-discuss] RE: Purpose of the Discussion Group - was RE: Introduction: The Demand Side

 

Took awhile for this to bubble up to the top of my task queue, but here are some thoughts on Toby’s questions below.

 

OpenADR is really a cross cutting application and therefore I think that it could be a collection of more vertical standards that when bundled (i.e. think composition) together in a certain way constitute OpenADR.  Furthermore I think there is actually a hierarchy of how such things are bundled together.  For example at one level there should be a specification associated with the various core interactions, i.e. things such as bidding might be one class of interactions while delivery of DR signals might be another class. It is important to note that not all DR programs will require a bidding interaction so it is useful to make that a separate class of services that may or may not be used within a particular DR program.

 

Furthermore within each class there might further be a collection of standards (Toby’s mico-specifications) for things like pricing and schedules.  Some of these will not be so much about “services” as they will be about agreed upon data models and schemas that may be used within a service.

 

Of course there is also the cross cutting issues (security, reliability, non-repudiation, etc.) that constitute the necessary evils of the plumbing that almost certainly should be incorporated by reference to other standards.

 

 

-ed koch

 

 

 

 


From: Considine, Toby (Campus Services IT) [mailto:Toby.Considine@unc.edu]
Sent: Thursday, December 11, 2008 3:46 PM
To: smartgrid-discuss@lists.oasis-open.org
Subject: [smartgrid-discuss] Purpose of the Discussion Group - was RE: Introduction: The Demand Side

 

Within the OASIS framework, discussion groups are short lived mechanisms from which one or more Technical Committees (TCs) are formed. Of course, the answer might be zero TCs.

 

A TC has a discrete charter, and a discrete goal, and even a discrete IP policy. Subject matter discussed within that TC is subject to that TC’s IP policy. This may limit participation. For example, if the TC policy is that all IP is given free and clear to implementers, then it may be that some corporations would forbid some of their employees from participating in that TC. It is necessary that there be some rules in a TC, and in TC communications.

 

As we were not ready to do that, we have this discussion group.

 

Here are some questions that I have about direct focus and TC formation and OpenADR. These are off the top of my head, so there is no ex cathedra here…

 

-          Is OpenADR one standard or several?

-          If OpenADR is one standard, is anyone ready to write a charter?

-          If OpenADR is several standards what are they?

-          In what ways can OpenADR achieve some of its goals by reference to other standards. I’m thinking WSDM / BPEL / oBIX / WS-Security / …

-          Is it worthwhile to spin off some micro-specifications. I have mentioned WS-Scheduling, to establish a common standard for DR / Building Operations / Business Process and then merely refer to that specification from within OpenADR?

-          Are there other micro-specifications? What are they?

 

Moving beyond OpenADR…

-          If an OpenADR end point is a net zero building, what is the common service framework?

-          Is there some lightweight service oriented version of 61850 appropriate when no exchange of operations information is needed (NZE) but when reliability, capacity, and safety information must be exchanged? (Note to e-commerce guys. IEC 68150 is the substation operations standard. If you put power on the grid, you are a substation).

-          Is there a common transaction model for power moved / time of day that can be a fully symmetric service? (Borrowed from AMI, I assume) (e-commerce guys – AMI is Automated Metering Infrastructure)

 

And then we have the security issues, or perhaps meta-issues:

-          How do we apply federated identity management across these energy-related services?

-          Are there standards for delegation, including delegation of market operations (DR), delegation of gear operations (now we are back at 68150) et al.

-          What other delegations are needed?

 

Finally, I see some bigger issues that *I* am not ready to wrestle with yet. I see these as waiting until after the Grid-Econ summit in March

-          How do we transmit forward prices over time intervals in bidding situations?

-          How do we transmit forward energy profiles over time intervals in bidding situations?

-          Can promised energy profiles be enforceable? (throttling use at the meter per agreement)

-          How do we carry out a forward agreement?

 

I think these are all service-related issues (services as in SOA) tied to e-commerce surrounding the grid. Some of these we will define enough to launch TCs around.

 

tc

 


"A man should never be ashamed to own that he has been in the wrong, which is but saying ... that he is wiser today than yesterday." -- Jonathan Swift


Toby Considine

Chair, OASIS oBIX TC
Facilities Technology Office
University of North Carolina
Chapel Hill, NC

  

Email: Toby.Considine@ unc.edu
Phone: (919)962-9073

http://www.oasis-open.org

blog: www.NewDaedalus.com

 

 

From: Edward Koch [mailto:ed@akuacom.com]
Sent: Thursday, December 11, 2008 6:18 PM
To: smartgrid-discuss@lists.oasis-open.org
Subject: RE: [smartgrid-discuss] Introduction: The Demand Side

 

Being the OpenADR guy I would be more than happy to focus on that topic, but if that was the intention of this particular mailing list then I may be confused as well.  From my recollection there was a decision within the NIST B2G DEWG to start an OASIS discussion group to talk about smart grid stuff in general and I thought that is why this group was formed.  Coincidentally the very next day there was a tentative decision within a different forum to start an OASIS group for OpenADR.  Obviously OpenADR is subset of smart grid and what we are doing with the NIST DEWG's and thus it is fair game to talk about it within this mailing list, but I too then have the same question as to the focus of this group.

 

 

-ed koch

 

 


From: John Gillerman [mailto:johng@sisconet.com]
Sent: Thursday, December 11, 2008 2:55 PM
To: 'David RR Webber (XML)'
Cc: 'Considine,Toby (Campus Services IT)'; smartgrid-discuss@lists.oasis-open.org
Subject: RE: [smartgrid-discuss] Introduction: The Demand Side

I think it would be good to make progress on narrowing down our scope.  Not that this should dictate things, but I joined this group with the understanding that this group was formed to review and refine the OpenADR proposal.  What would you say is the target of our efforts is? 

 


From: David RR Webber (XML) [mailto:david@drrw.info]
Sent: Thursday, December 11, 2008 5:47 PM
To: johng@sisconet.com
Cc: 'Considine,Toby (Campus Services IT)'; smartgrid-discuss@lists.oasis-open.org
Subject: RE: [smartgrid-discuss] Introduction: The Demand Side

John,

 

From the OASIS perspective - that's the purpose of a discussion group - to assess interest - work towards a proposal proposal for standing up a TC.

 

Thanks, DW

 

 

-------- Original Message --------
Subject: RE: [smartgrid-discuss] Introduction: The Demand Side
From: John Gillerman <johng@sisconet.com>
Date: Thu, December 11, 2008 2:28 pm
To: "'Considine, Toby (Campus Services IT)'" <Toby.Considine@unc.edu>,
smartgrid-discuss@lists.oasis-open.org

Toby,

 

Thank you for the clarification.  I guess I am struggling to figure out what exactly is the scope of work in this group.  Do we have a picture that shows the systems/actors involved and how we expect the output of this group to be used?  Was a mission statement created for this group?

 

John 

 


From: Considine, Toby (Campus Services IT) [mailto:Toby.Considine@unc.edu]
Sent: Thursday, December 11, 2008 1:27 PM
To: smartgrid-discuss@lists.oasis-open.org
Subject: RE: [smartgrid-discuss] Introduction: The Demand Side

I know, John.

 

I know OPC, I have debugged OPC incompatibilities deep into the night. I also respect the new Unified Architecture, and the efforts to modernize OPC to take into account web services. If you like, we could even get into whether OPC has damaged itself by over-respecting legacy and including serialized COM in UA. I also know MIMOSA and respect its roadmap.

 

OPC will continue to have a strong position in industrial sites, including many used in power generation. Many industrial assets that respond to DR will marshal that response using OPC.  There may be strong reasons why internal sub-station operations may be performed in OPC.

 

But OPC is probably not the tool for inter-organization communications crossing bounds of identity and authority in economic interfaces.

 

On another note, the BACnet Load Control objects are a very interesting overlay to the BACnet protocol. Many commercial spaces will use these objects to marshal response to a DR request. The abstraction the Load Control objects offers and it pre-adaption for web services might make it a superior solution for outsourced energy management by new market aggregators.

 

But BACnet is also not the tool for inter-organization communications crossing bounds of identity and authority in economic interfaces.

 

And the same for LON.

 

Many substations are still run on MODBUS. oBIX is a great way to overlay MODBUS operations with a standard web service to process information, or to abstract between different control systems including OPC, MODBUS, and BACnet. But oBIX is also not the tool for inter-organization communications crossing bounds of identity and authority in economic interfaces.

 

To the grid, these are all internal protocols of the nodes, not the intermodal communications. Some nodes are a simple as a light switch. Other nodes are as complex as multiple coal and nuclear plants on a single site. OPC would be great for the latter.

 

But I think we are looking for the service interface to systems using those protocol and architectures, as well as to others.

 

No disrespect was meant…again “Consider this an educational cartoon…”

 

tc

 


"A man should never be ashamed to own that he has been in the wrong, which is but saying ... that he is wiser today than yesterday." -- Jonathan Swift


Toby Considine

Chair, OASIS oBIX TC
Facilities Technology Office
University of North Carolina
Chapel Hill, NC

  

Email: Toby.Considine@ unc.edu
Phone: (919)962-9073

blog: www.NewDaedalus.com

 

 

From: John Gillerman [mailto:johng@sisconet.com]
Sent: Thursday, December 11, 2008 1:05 PM
To: Considine, Toby (Campus Services IT); smartgrid-discuss@lists.oasis-open.org
Subject: RE: [smartgrid-discuss] Introduction: The Demand Side

 

Toby,

 

I wouldn't call OPC a "low level control system protocol".  For more information you may want to visit the OPC Foundation web site: www.opcfoundation.org

 

John

 


From: Considine, Toby (Campus Services IT) [mailto:Toby.Considine@unc.edu]
Sent: Thursday, December 11, 2008 12:57 PM
To: smartgrid-discuss@lists.oasis-open.org
Subject: [smartgrid-discuss] Introduction: The Demand Side

I am continuing to frame the subject some for those new to power here with a few stage-setters, here and on my blog.

 

 

Again, apologies to some who will feel I missed some nuances, as I know I have. My goal is to help some get up to speed quickly… Consider this an educational cartoon…

 

Smartgrid Basics: The Demand Side Problem

 

Building systems have traditionally been invisible and uncontrollable. They have been managed to reduce costs with no real focus on the service they are providing. They have grown up in sandboxes, using their own peculiar protocols. These protocols are deep and technology specific, and often without effective interface. These systems are operated, when they are operated by process specialists.

 

Building occupants rarely have a precise understanding of how these systems affect their business. They may know exactly what a too-hot or too-cold call costs. They know that tenant dissatisfaction may lead to un-renewed leases. They may suspect that under ventilation may lead to sleepy occupants, but can rarely put any exact price tag on that. This makes them conservative about making changes in building operations.

 

Demand Response (DR) is emerging a critical tool for dealing with peak load management. Peak loads are by far the most expensive and dirtiest electricity we have; their costs, on both bottom lines, swamping others. Demand response is moving from direct control to economic incentives, but underneath, today’s integrations are process centric rather than service oriented. Energy providers order or pay energy customers to turn off things on just a few days a year, to manage the peak. We encourage only the crudest, least effective energy savings, while denying the market the energy signals that would cause better.

 

At the commodity system level, DR is already moving to services and agents. Agents defend their own mission while responding to the outside world. Washing machines know not to respond to grid signals until they determine that the current laundry is not soaking in bleach. Refrigerators know not to respond if they have just finished a defrost cycle. These systems know and understand what services they provide and so are ready to be responsive. Building systems are not.

 

We will get larger DR when we talk to the building occupant. We will get better participation when the occupant remains in control. The occupant will not allow DR when the in-laws are coming for the weekend. The occupant knows the family overspent at Christmas and is willing to respond to any and all incentives. The access control system may know that only three people on the fourth floor came to work today. Human resources knows that the sales force is on a retreat. Together, they can choreograph far greater response from the building systems then ever will be permitted as an automatic response from control communications.

 

Demand Response must be about economic signals to a business entity. When thought of in this way, there is no need for different signals to Industry and to Business (and to home and to vehicle). The business may choose to automate this. The business may benefit from templates for response, whether developed by EPRI or by ASHRAE, which reduce the risk of considering participation. These choices and these templates are not part of the interface.

 

The interface should not does not concern itself with the underlying technology and control protocols. It should not be based upon BACnet, or OPC, or LON any number of other low level control system protocols. The interface must be one that enables business decisions. Control systems should offer up service interfaces for choreographed response. Whatever offer and counter offer DR requires, whether amount of load shed or maximum load used or time to respond must be in the interface, but no deep process.

 

The smartgrid to building/industry/home interface is about how the Service Oriented Building can respond to the Service Oriented Grid. Just as in other services, the underlying processes should be hidden.

 

tc


"It is the theory that decides what can be observed."   - Albert Einstein


Toby Considine

Chair, OASIS oBIX Technical Committee
Co-Chair, OASIS Technical Advisory Board
Facilities Technology Office
University of North Carolina
Chapel Hill, NC

  

Email: Toby.Considine@ unc.edu
Phone: (919)962-9073

blog: www.NewDaedalus.com

 

 



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