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Smart Alarming Management
Part of an Advanced DMS




Make the most of your energy   SM
Summary

Executive Summary . ................................................................................... p	 1

Introduction ................................................................................................. p 	2

Smart Alarming Management....................................................................... p 	4

Schneider Electric’s ADMS Smart Alarming infrastructure ............................ p 	5

Graphical User Interface .............................................................................. p 	8

Smart Alarming features .............................................................................. p 	10

Logging and storage: Historian System . ...................................................... p 15

Conclusion................................................................................................... p 16
Smart Alarming Management




Executive summary

An electric grid alarming management system that works with real-time data is
vital for optimizing network performance and safety. This system also must have
the ability to finely tune alarms, to assure reliable event and condition notifications
without overloading control room operators and reducing alarming effectiveness.


Schneider Electric’s Smart Alarming Management solution works seamlessly with
the Schneider Electric Advanced DMS solution to put real-time data to work in the
most effective and efficient manner. The robustness of this solution is due to its
application to both database and system alarms. Configurable tools enable fast
and reliable identification of event severity and specific filtering, prioritization and
suppression. This approach assures that operator screens communicate what
is needed, when needed. Displays provide comprehensive summaries of alarm
status and actions performed that add to efficiency.


In particular, the Schneider Electric solution supports alarming management for
defined areas of responsibility. Focusing on alarm capabilities at the AOR level
optimizes both control and security for the network as a whole.


Smart Alarming management makes the most of the utility’s investment in its
real-time information infrastructure. Together, they provide vital and relevant
network information that enables operators to respond promptly and effectively to
changing network conditions.




                                                                                                     White paper | 01
Smart Alarming Management




Introduction

Alarm management is a key element in the day-to-day operations of an
electric utility. An Advanced Distribution Management System (ADMS) system
automates and controls a very large number of functions in transmission or
distribution operations; inefficient alarming detected and/or issued by the ADMS
can lead to catastrophic damage to the electric grid — along with serious
injuries and risks to personal safety.


It is vital, then, that an Alarm Management system:
• Speed response to critical and uncommon events
• Filter nuisance alarms and take automatic actions
• Decrease errors and waste
• Minimize time spent troubleshooting grid problems
• Automatically generate reports
• Allows operators/dispatchers to focus on meaningful alarms


Schneider Electric’s Smart Alarming Management solution for ADMS speeds
operator response, reduces errors and ensures the right function is executed
at the right time. This document provides a summary of the key characteristics
and components of this solution.




                                                                                            White paper | 02
Smart Alarming Management
Smart Alarming Management




Smart Alarming Management

An intelligent alarming sub-system — such as
Schneider Electric’s InstAlarm application — is
critical to responsive SCADA operations. For
example, InstAlarm offers the advanced capabilities
of both Alarm Disturbance Mode and Alarm
Suppression. With Alarm Disturbance Mode, alarms
can be configured so that lower priority alarms
are suspended during peak alarm periods. The
configurable Alarm Suppression function suppresses
alarms in a hierarchical manner to prevent large
numbers of alarms from cluttering an operator’s
display when they are triggered as the result of
a single device going into alarm. Control Initiated
Suppression prevents similar alarm aggregation due
to operator-initiated commands.


The InstAlarm application is a specific module of the
OASyS DNA SCADA Realtime services and provides
an API to insert ‘custom’ alarms. This structure allows
extended applications — such as Schneider Electric’s
SimSuite Pipeline, Distribution Management System
and Responder Outage Management System, or
third-party applications, to generate alarms with the
same or similar information as a RealTime Database.
This design enables utilization of third-party tools
with Schneider Electric’s secure and reliable ADMS
infrastructure.




                                                                   White paper | 04
Smart Alarming Management




Schneider Electric’s ADMS Smart
Alarming infrastructure
Alarm Types
InstAlarm manages both database and system               • nstrument Failure alarm limits (reasonability limits)
                                                           I
alarms. Database alarms signal an abnormal status in     • Rate of Change (ROC) alarms
the telemetered values. System alarms include those      •  reep Detection alarm - declared when a point
                                                           C
caused by an operator’s failed actions; devices such      value becomes greater than the initial setpoint value
as printers; low space in hard drives; problems with      plus the creep value, or when it becomes less than
servers and workstations; and other situations. Of        the initial setpoint value minus the creep value
course, system alarms also include those announced       •  lat alarm - declared when a point value does not
                                                           F
by Schneider Electric’s ADMS functions such as            change within a specified time period (time-out)
Load Flow, State Estimation and Performance Indices      •  igh/Low Instrument Fail alarms - declared when
                                                           H
when there are overloaded elements or elements that       the input value at the remote terminal unit (RTU) is
are close to or at their maximum allowed temperature      outside of the field instrument’s measurable range
limits.                                                  • ADC (Analog to Digital Conversion) monitoring


For telemetered numeric point types such as analog       The operator can independently enable/disable each
measurements and rate accumulators, high- and low-       kind of alarm, but it should be noted that each alarm’s
alarm limit checking can be enabled or disabled. For     annunciation is independent only on a point basis.
each numeric point, a high-alarm limit, a low-alarm
limit and an alarm deadband value can be specified.      For telemetered discrete point types such as two-
A high/low alarm is declared when a point value          state, four-state or multi-state digital inputs, each
becomes greater than the high alarm limit or less than   individual state can be declared as a normal or
the low alarm limit.                                     abnormal status. OASyS DNA RealTime service
                                                         declares an alarm condition for status points if there
For a return-to-normal condition, the alarm limit is     is a telemetered change to any state that is not the
modified by the deadband value. If the point is in       result of an issued command. Changes to normal
the high-alarm state, a return-to-normal condition is    states will generate a ‘Return-to-Normal’ alarm
declared when the value becomes less than or equal       message.
to the high limit minus the deadband. If the point is
in the low-alarm state, a return-to-normal condition     The host computer can be asked to check for
is declared when the value becomes greater than or       command failures issued to any device capable of
equal to the low limit plus the deadband.                receiving digital commands or analog setpoints. If
                                                         command failure checking is enabled by the system
The system administrator can define up to four pairs     administrator and a commanded point does not
of High/Low alarm limits. Other alarm conditions for     change to the commanded state before the time-out
numeric point types are:                                 period expires — or, simply, if the command request
                                                         is invalid or it doesn’t receive a proper response from
                                                         the RTU — a command failure alarm is declared.




                                                                                                                             White paper | 05
Smart Alarming Management




When communication with an RTU fails or is restored,           nuisance alarms. After the number of identified retry
RealTime service declares an alarm condition.                  attempts, the RTU is marked as ‘no reply’ and the
A communication failure is declared only after a               event is logged; however, no alarm is generated until
certain number of communication retries have been              the time-out value specified for the RTU has expired.
attempted. The retry limit is specified on a ‘per
communication line’ basis. On the first successful
communication after a failure, the system declares a
‘communication restored’ condition. In the case of a
‘no reply’ RTU condition, a separate time-out value
might have been defined to prevent the occurrence of




Alarm life cycle                                                                                                    Abnormal Condition

                                                                                                                                                          Event is stored in Historian system
Figure 1 shows the life cycle of an alarm generated
for the abnormal conditions described in the previous              Change to normal condition
                                                                                                                 Unacknowledged and Active
                                                                                                                    Alarm – Blinking ON
section.
                                                                                Change to abnormal condition
                                                                                                                                              Operator


Alarm severity
                                                                                                                                              acknowledgement




For each point in alarm, the user can configure the                                                                     Sustain COS alarm
                                                                                                                                                No
level of severity, or priority. This value not only affects
how the alarms are sorted in the Alarm Summary list                                                                     Yes

but also dictates other characteristics such as:
                                                                                                                  Acknowledged and Active
                                                                                                                    Alarm – Blinking OFF

• Color code of the alarm indicator                                                        Change to normal condition

• Optional audible tone, message or sound
                                                                                                                Unacknowledged and inactive
                                                                                                                    Alarm – Blinking ON

An example of color coding, which is fully
                                                                                      Operator
configurable, is shown in Figure 2.                                                   acknowledgement

                                                                                                                        Remove Alarm




 Severity       Color                                          Figure 1. Life cycle of database or system alarm under
 Level
                                                               InstAlarm management.
 Critical       Magenta
 High           Red
 Major          Orange
 Medium         Yellow
 Low            Green
 Minor          Cyan

Figure 2. The user configures the color of alarms to provide
quick identification of the severity of the alarm.




                                                                                                                                                                          White paper | 06
Smart Alarming Management




Configurable alarm messages
OASyS DNA infrastructure provides the system
administrator the ability to customize Messages
for the more common system alarms. This feature
improves the system customization capabilities.


Cleared alarms
Because of the high number of alarms presented on
operator screens, some utilities appreciate having
an Acknowledge and Clear feature added to the
alarm summary page. This two-step functionality
allows the operator to clear alarms from the display
so attention can be focused on new alarms coming
in. The Acknowledge function of this feature will stop
the alarm from flashing and will inhibit the associated
.wav file (sound) annunciation; the Clear function will
remove the acknowledged alarm from the viewable
summary. The Alarm Summary display lists all cleared
                                                                                                               Calculation
                                                                                DMS RT (Application service)

                                                                                                                 Engine




alarms, allowing the operator to select a previously                                                                                                     Calculation
                                                                                                                                                           Engine
cleared alarm for recovery.


Integration of services within
                                                                                                                                   Model                       Core
                                                                                                               Network
                                                                                                                Model
                                                                                                                Mgmt




                                                                                                                                  Topology                   Function
                                                                                                                                   Service                    Service

ADMS infrastructure
The InstAlarm alarm management system allows                                                                                                        Network
                                                                                                               Network




                                                                                                                                    Report                              Report
                                                                                                                Model




                                                                                                                                                    Dynamics
                                                                                                                 DB




extended applications that share the OASyS                                                                                      Alarms/Events                       Alarms/Events
                                                                                                                                                     Service
DNA alarm repository to take advantage of the
functionalities described above. Figure 3 shows how                DMD                                                                           Report
                                                                                                                                             Alarms/Events
                                                                                                               Acknowledge
Schneider Electric’s DMS services and user interface                                                              Alarms
                                                                                OASyS DNA




share alarms with the SCADA Realtime Services.
                                                                                 Realtime




                                                                                                                                                               Omnicomm
                                                                   Retrieve                                                          RTDB                     (polling engine)
                                                                Alarms/Events

                                                                                                                                                 Report
                                                                                                                                             Alarms/Events

                                                          Retrieve Archived                                                     Archive
                                                                                                                             Alarms/Events
                                                                                MS SQL Server




                                                           Alarms/Events



                                                                                                                               Events, ...




                                                                                                                   Figure 3. SCADA/DMS common alarm repository.




                                                                                                                                                                         White paper | 07
Smart Alarming Management




Graphical User Interface

Schneider Electric’s ADMS User Interface (HMI)
presents alarm messages in the Alarm Summary
display, an ordered list in which both system and
database alarms are sorted first by priority and then
chronologically so that the newest, highest priority
alarms top the list. The display, an example of which
is shown in Figure 4, includes the alarm date, time,
mnemonic code, point description and logging text.
All Alarm Summary displays are filtered by the user’s
area of responsibility and can be further filtered by
alarm category and the disturbance mode threshold.


Alarm summary displays are dynamic; the number
of display pages varies from a single page, up to       Figure 4. Alarm Summary screen.
as many as required to display all of the entries.
Sufficient buffer space is provided to handle the
number of alarms possible in worst-case system
operation, and in no case are alarms lost due to
overflow.


Filtering alarms
The default Filters panel on the Alarm Summary
allows the user to filter the display to show:


• only the points in alarm
• only the points not in alarm
• only acknowledged alarms
• only unacknowledged alarms
• alarm filter by Remote
• alarm filter by Category


The Filters panel on the Alarm Summary can be
configured to add filters as needed by the user’s
operation.




                                                                                                   White paper | 08
Smart Alarming Management




Actions
The Alarm Summary display enables the operators to:


• Acknowledge individual alarms
• Access history of alarms, or Event Summary
• Acknowledge all alarms listed in the summary
• Print the summary
• Export the summary to a Microsoft® Excel®-format file


All alarms must be acknowledged. To do this, an operator with sufficient authority
can activate the row head button of the Alarm Summary, or alarms can be
acknowledged one page at a time. When an alarm is acknowledged, it stops
flashing.



Newest Priority Alarms
The Newest Priority Alarms display, typically located at the bottom of the
dispatcher desktop, lists only the unacknowledged alarms or events generated on
the system, with the latest alarm listed at the top of the first page. Operators can
acknowledge alarms directly from this window.


If there are multiple alarms listed, the most severe are listed first. If there are
multiple alarms of the same severity level, those alarms are listed in the order
received. Three additional icons are present on the Newest Priority Alarms display,
for:


• Silencing alarms
• Showing Alarm Summary
• Changing the Disturbance mode


When an operator silences alarms in a specific workstation, current alarm
announcement is temporary turned off in that console until a new alarm is
declared. Alarm announcement in other network consoles is not affected.
Silencing an alarm does not constitute alarm acknowledgment.




                                                                                                White paper | 09
Smart Alarming Management




Smart Alarming features

Area of Responsibility (AOR)
Only the alarms for devices that are within the
operator’s area of responsibility, as assigned by the
system administrator, are shown on the system alarm
and station alarm summaries; alarms that are not in
the operator’s area of responsibility are filtered out.
If system configuration allows the operator to select
another area or areas for control and/or viewing of the
database summaries and displays, then the operator
will have access to the Alarm Summary for that area.


• f an area is not identified for control by an operator,
  I
 the operator is not able to view and acknowledge
                                                             users can have the same AOR assigned. In addition
 alarms for that area, even if the area is selected for
                                                             to user-specified AORs, there is an additional AOR
 viewing.
                                                             named Uncovered AORs. Users or consoles that
• f an area is selected for control by an operator,
  I
                                                             have this AOR assigned to them will receive alarms
 the operator will be able to view and acknowledge
                                                             for all uncovered AORs.
 alarms for that area, even if the area is not selected
 for viewing.                                                User logout from the DMS system is prevented when
•  hanging the control area is the only way to affect
  C                                                          such action leaves one or more AORs unmonitored
 Alarm Summary access.                                       or when there is an uncovered AOR. Dialog will notify
                                                             the user that this action leaves one or more AORs
Establishing AORs is an effective way to restrict
                                                             uncovered, and the complete list of AORs in question
supervisory control, data entry, tag placement and
                                                             is provided. In case of console failure, an alarm is
alarm routing. Assignment of AOR can be restricted
                                                             generated enabling other users to monitor uncovered
by console and by user, to prevent assignment of
                                                             AORs.
AORs by anyone outside of the control room. Multiple



Non-covered alarms
Where needed, it is possible to designate a workstation to receive non-covered alarms — those from an AOR
that is not assigned to an operator, or, in distributed projects, between peer, master, or sub-master systems.
Besides user specified AORs, there is also one additional special AOR called Uncovered AORs. Users or
consoles that have this AOR assigned will receive alarms for all uncovered AORs.




                                                                                                                             White paper | 010
Smart Alarming Management




Data quality flags
Data acquisition processing includes data quality flags associated with each
numeric and discrete point, both telemetered and calculated. These data quality
flags include:


•  larm Inhibited – If a point is marked as alarm inhibited, any change in state or
  A
 value will not result in the generation of an alarm.
•  vent Inhibited – If a point is marked as event inhibited, any change in state or
  E
 value will update the database but will not result in the generation of an event
 message or an alarm message.


Even if a point has been alarm or event inhibited, the abnormal state flag will
remain visible on all the displays and summaries.



By-point alarm inhibit
Operators can inhibit individual points for alarm announcement. Alarms for these
points in the device are suppressed and do not appear in the Alarm Summary
display. Since it is still important to be able to scrutinize the alarm conditions and
events generated by testing, the system continues to poll the devices normally.
Events are still generated and appear in the event summary with an alarm-inhibit
flag to distinguish them from other events.



Audible alarming
The HMI annunciates alarms either by beeping or playing sound files. If configured
to beep when an alarm is generated, the number of beeps will indicate the alarm
severity. Alternately, sound files are supplied that can be configured to play when
alarms of specific severity levels are generated. Additional sound files are easily
added to the system. Audible alarming announcement can be also inhibited on a
by-point basis.




Triggered programs
OASyS DNA Realtime Services generates alarms and events from telemetered
and calculated point data as well as from application programs within the
Advanced Calculation Engine (ACE) subsystem. The system can be configured so
that specific alarms or events automatically trigger or activate programmed actions
in response.




                                                                                                  White paper | 11
Smart Alarming Management




Disturbance mode (Storm mode)
Within the InstAlarm subsystem, alarming can be configured to operate
in Disturbance mode, where low-priority alarms are not processed. Alarm
Disturbance mode suspends the processing of lower-priority alarms during
periods of peak alarm volumes. Disturbance mode includes the following
functionalities:


• Maximum severity level configuration
•  bility for applications or operators to enter or exit alarm disturbance mode
  A
•  egeneration of alarms for analog, status, and rate points after exiting
  R
  disturbance mode


Storm mode expands the Alarm Disturbance capabilities with the ability to
suppress the lowest-priority alarms by AOR. The operator can define a different
priority level for each AOR when activating the Alarm Disturbance mode.



Test Mode alarm suppression
Test Mode alarm suppression reduces unnecessary alarms when field devices
are being tested as part of troubleshooting, maintenance and updates. Alarms
generated by such devices under these circumstances are not actionable,
because they are the result of work being done on the field equipment itself.


To use this feature, the user places the device into Test Mode via the GUI. Alarms
on any points in the device are suppressed and do not appear in the Alarm
Summary. Since it is still important to be able to scrutinize the alarm conditions
and events generated by testing, the system continues to poll the devices
normally. Events are still generated and appear in the event summary with a test
mode flag to distinguish them from other events.




                                                                                              White paper | 12
Smart Alarming Management




Alarm suppression
To reduce nuisance alarms, Schneider Electric’s
ADMS supports different types of alarm suppression,
                                                                                                       Parent
applicable to analog and status-telemetered points;
                                                                                       alarm
see Figure 5:                                                                                                                         Child2




                                                                        Alarm State
                                                                                                                           Child1
                                                                                                     Child2 alarm suppression timeout
•  ontrol-initiated alarm suppression – Operator-
  C                                                                                                  Child1 alarm suppression timeout
                                                                                      normal
 initiated commands can cause many alarms to
 appear as a direct result of the command. Control-                                             10                 60               100 115   130       Time (Seconds)

 initiated alarm suppression prevents these alarms
 from cluttering the alarm table.
•  ierarchical alarm suppression – Hierarchical alarm
  H                                                           Parent goes into alarm            Child alarms Parent returns Child1 returns to    Child2 is in a different state 
                                                             and children are marked           are suppressed  to normal     normal without    from where it was at the time 
 suppression will prevent large numbers of alarms             for alarm suppression                                         generating alarms of alarm suppression; therefore, 
                                                                                                                                              an alarm is generated for Child2 
 from cluttering an operator’s display when they are
 triggered as the result of a single device going into
 alarm. This suppression applies to parent and child
                                                          Figure 5. Alarm suppression capabilities.
 device relationships only; four types of suppression
 are applicable:
  -  arent alarm timeout – When a parent point goes
    P
                                                             -  larm hold-off – Alarm hold-off is used to
                                                               A
   into alarm or enters a different alarm state, the
                                                              temporarily suppress child state alarms that result
   children are marked as suppressed.
                                                              from data crunching. Other types of alarms, such
  -  arent return-to-normal timeout – The parent
    P
                                                              as command failure, execute as normal. Alarm
   Return-to-Normal (RTN) timeout value assists
                                                              hold-off is supported for analog and status points.
   in suppressing child alarms that are held until
   after the parent returns to normal. In reality, this
                                                          The combination of alarm suppression types does
   timeout value can be used either with or without a
                                                          not affect the performance of each type. An alarm is
   configured parent alarm timeout value.
                                                          suppressed when it satisfies one of the suppression
  -  ransient alarm suppression – Transient alarm
    T
                                                          criteria.
   suppression is invoked when a status point
   changes state, or when an analog point changes
   between the high/low alarm states. In this case,
   the child does not have a parent.




Alternateoperator to selectLimit limit set and assign it to an
This feature allows the
                        Alarm an alternate Sets
analog group. When a new limit set is assigned to a group of analog points, all
points in the group will immediately be subjected to the new limits.




                                                                                                                                                              White paper | 13
Smart Alarming Management




Dynamic Alarm Limits
Dynamic Alarm Limit is a new feature in the Smart Alarming infrastructure where
limit values depend on predefined input signals. Dynamic Alarm Limit can be
profile-based, analog-based or interval-based. For example, this functionality is
useful when the maximum operational current of a transformer depends on the
weather temperature.


Dynamic Alarm Limit is, in effect, a special configuration of Alarm Limit Sets, so it
can be used combined with the Alarm Limit Set configuration.


Seasonal/24h alarm limits
The Alternate and Dynamic Alarm Limits functionalities enable the administrator to
create seasonal or 24-hour limits.


Operator alarm override
Schneider Electric’s ADMS lets the operator override the individual limits values.
The HMI will display a summary of all points whose alarms have been manually
overridden, including timestamp and identification of the user who applied the new
alarm limits.




                                                                                                 White paper | 14
Smart Alarming Management




Logging and storage: Historian System

Numeric point limit violations and ‘returns to normal’ are logged as events, unless
the point is deactivated, manually overridden or event inhibited. Of course, it is
also possible to define alarm/event action classes that will not generate an event.
The event history, as part of Schneider Electric’s ADMS Historian System, provides
a chronological record of changes in the system’s condition, as well as actions
taken by system users over time.


Alarms and events are logged to Historian Services, and the logs are then stored
online for a configurable time period by the Historical Database for immediate
retrieval and analysis. After receiving data from other ADMS Services, Historical
Database can summarize this data for use in reports, displays, trends, reports and
analysis applications.


In order to manage events and analyze past alarm states, it is necessary to be
able to categorize events into various types. To facilitate this categorization, event
information available includes the source of the alarm (system, database, or
application); the alarm inhibit type if it exists (none, unknown, application-specific,
transient, parent alarm, parent control, inhibited, and test mode); and the type of
control for control events, i.e., alarm acknowledgements are distinguished.


Based on Microsoft SQL Server Reporting Services, Schneider Electric’s ADMS
Historian System also automatically generates detailed reports organized
according to the location of the alarm, to facilitate compliance processes and to
monitor and improve staff performance.




                                                                                                  White paper | 015
Smart Alarming Management




Conclusion

Electric utilities are seeing more solutions becoming available to them to help
realize the Smart Grid that will optimize distribution operations effectiveness and
efficiency. Schneider Electric’s InstAlarm Smart Alarming management solution is
designed to take advantage of the seamless integration of the field-proven OASyS
DNA SCADA and DMS services enabled by Schneider Electric’s ADMS. As this
comprehensive solution collects and analyzes real-time data from intelligent
field devices and recognizes and automates appropriate network adjustments,
the Smart Alarming solution identifies events judiciously at every level, helping
operators focus on truly significant performance issues and improve their response
efforts. Combining Smart Operations and Smart Alarming is a significant step
toward a streamlined, effective and safe Smart Grid.




                                                                                               White paper | 16
©2012 Schneider Electric. All rights reserved.




Schneider Electric USA, Inc.
   4701 Royal Vista Circle
   Fort Collins, CO 80528
   Phone:  -866-537-1091
           1
   	      + (34) 9-17-14-70-02
   Fax: 1-970-223-5577
   www.schneider-electric.com/us
                                   December 2012

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Smart Alarming Management

  • 1. Smart Alarming Management Part of an Advanced DMS Make the most of your energy SM
  • 2. Summary Executive Summary . ................................................................................... p 1 Introduction ................................................................................................. p 2 Smart Alarming Management....................................................................... p 4 Schneider Electric’s ADMS Smart Alarming infrastructure ............................ p 5 Graphical User Interface .............................................................................. p 8 Smart Alarming features .............................................................................. p 10 Logging and storage: Historian System . ...................................................... p 15 Conclusion................................................................................................... p 16
  • 3. Smart Alarming Management Executive summary An electric grid alarming management system that works with real-time data is vital for optimizing network performance and safety. This system also must have the ability to finely tune alarms, to assure reliable event and condition notifications without overloading control room operators and reducing alarming effectiveness. Schneider Electric’s Smart Alarming Management solution works seamlessly with the Schneider Electric Advanced DMS solution to put real-time data to work in the most effective and efficient manner. The robustness of this solution is due to its application to both database and system alarms. Configurable tools enable fast and reliable identification of event severity and specific filtering, prioritization and suppression. This approach assures that operator screens communicate what is needed, when needed. Displays provide comprehensive summaries of alarm status and actions performed that add to efficiency. In particular, the Schneider Electric solution supports alarming management for defined areas of responsibility. Focusing on alarm capabilities at the AOR level optimizes both control and security for the network as a whole. Smart Alarming management makes the most of the utility’s investment in its real-time information infrastructure. Together, they provide vital and relevant network information that enables operators to respond promptly and effectively to changing network conditions. White paper | 01
  • 4. Smart Alarming Management Introduction Alarm management is a key element in the day-to-day operations of an electric utility. An Advanced Distribution Management System (ADMS) system automates and controls a very large number of functions in transmission or distribution operations; inefficient alarming detected and/or issued by the ADMS can lead to catastrophic damage to the electric grid — along with serious injuries and risks to personal safety. It is vital, then, that an Alarm Management system: • Speed response to critical and uncommon events • Filter nuisance alarms and take automatic actions • Decrease errors and waste • Minimize time spent troubleshooting grid problems • Automatically generate reports • Allows operators/dispatchers to focus on meaningful alarms Schneider Electric’s Smart Alarming Management solution for ADMS speeds operator response, reduces errors and ensures the right function is executed at the right time. This document provides a summary of the key characteristics and components of this solution. White paper | 02
  • 6. Smart Alarming Management Smart Alarming Management An intelligent alarming sub-system — such as Schneider Electric’s InstAlarm application — is critical to responsive SCADA operations. For example, InstAlarm offers the advanced capabilities of both Alarm Disturbance Mode and Alarm Suppression. With Alarm Disturbance Mode, alarms can be configured so that lower priority alarms are suspended during peak alarm periods. The configurable Alarm Suppression function suppresses alarms in a hierarchical manner to prevent large numbers of alarms from cluttering an operator’s display when they are triggered as the result of a single device going into alarm. Control Initiated Suppression prevents similar alarm aggregation due to operator-initiated commands. The InstAlarm application is a specific module of the OASyS DNA SCADA Realtime services and provides an API to insert ‘custom’ alarms. This structure allows extended applications — such as Schneider Electric’s SimSuite Pipeline, Distribution Management System and Responder Outage Management System, or third-party applications, to generate alarms with the same or similar information as a RealTime Database. This design enables utilization of third-party tools with Schneider Electric’s secure and reliable ADMS infrastructure. White paper | 04
  • 7. Smart Alarming Management Schneider Electric’s ADMS Smart Alarming infrastructure Alarm Types InstAlarm manages both database and system • nstrument Failure alarm limits (reasonability limits) I alarms. Database alarms signal an abnormal status in • Rate of Change (ROC) alarms the telemetered values. System alarms include those • reep Detection alarm - declared when a point C caused by an operator’s failed actions; devices such value becomes greater than the initial setpoint value as printers; low space in hard drives; problems with plus the creep value, or when it becomes less than servers and workstations; and other situations. Of the initial setpoint value minus the creep value course, system alarms also include those announced • lat alarm - declared when a point value does not F by Schneider Electric’s ADMS functions such as change within a specified time period (time-out) Load Flow, State Estimation and Performance Indices • igh/Low Instrument Fail alarms - declared when H when there are overloaded elements or elements that the input value at the remote terminal unit (RTU) is are close to or at their maximum allowed temperature outside of the field instrument’s measurable range limits. • ADC (Analog to Digital Conversion) monitoring For telemetered numeric point types such as analog The operator can independently enable/disable each measurements and rate accumulators, high- and low- kind of alarm, but it should be noted that each alarm’s alarm limit checking can be enabled or disabled. For annunciation is independent only on a point basis. each numeric point, a high-alarm limit, a low-alarm limit and an alarm deadband value can be specified. For telemetered discrete point types such as two- A high/low alarm is declared when a point value state, four-state or multi-state digital inputs, each becomes greater than the high alarm limit or less than individual state can be declared as a normal or the low alarm limit. abnormal status. OASyS DNA RealTime service declares an alarm condition for status points if there For a return-to-normal condition, the alarm limit is is a telemetered change to any state that is not the modified by the deadband value. If the point is in result of an issued command. Changes to normal the high-alarm state, a return-to-normal condition is states will generate a ‘Return-to-Normal’ alarm declared when the value becomes less than or equal message. to the high limit minus the deadband. If the point is in the low-alarm state, a return-to-normal condition The host computer can be asked to check for is declared when the value becomes greater than or command failures issued to any device capable of equal to the low limit plus the deadband. receiving digital commands or analog setpoints. If command failure checking is enabled by the system The system administrator can define up to four pairs administrator and a commanded point does not of High/Low alarm limits. Other alarm conditions for change to the commanded state before the time-out numeric point types are: period expires — or, simply, if the command request is invalid or it doesn’t receive a proper response from the RTU — a command failure alarm is declared. White paper | 05
  • 8. Smart Alarming Management When communication with an RTU fails or is restored, nuisance alarms. After the number of identified retry RealTime service declares an alarm condition. attempts, the RTU is marked as ‘no reply’ and the A communication failure is declared only after a event is logged; however, no alarm is generated until certain number of communication retries have been the time-out value specified for the RTU has expired. attempted. The retry limit is specified on a ‘per communication line’ basis. On the first successful communication after a failure, the system declares a ‘communication restored’ condition. In the case of a ‘no reply’ RTU condition, a separate time-out value might have been defined to prevent the occurrence of Alarm life cycle Abnormal Condition Event is stored in Historian system Figure 1 shows the life cycle of an alarm generated for the abnormal conditions described in the previous Change to normal condition Unacknowledged and Active Alarm – Blinking ON section. Change to abnormal condition Operator Alarm severity acknowledgement For each point in alarm, the user can configure the Sustain COS alarm No level of severity, or priority. This value not only affects how the alarms are sorted in the Alarm Summary list Yes but also dictates other characteristics such as: Acknowledged and Active Alarm – Blinking OFF • Color code of the alarm indicator Change to normal condition • Optional audible tone, message or sound Unacknowledged and inactive Alarm – Blinking ON An example of color coding, which is fully Operator configurable, is shown in Figure 2. acknowledgement Remove Alarm Severity Color Figure 1. Life cycle of database or system alarm under Level InstAlarm management. Critical Magenta High Red Major Orange Medium Yellow Low Green Minor Cyan Figure 2. The user configures the color of alarms to provide quick identification of the severity of the alarm. White paper | 06
  • 9. Smart Alarming Management Configurable alarm messages OASyS DNA infrastructure provides the system administrator the ability to customize Messages for the more common system alarms. This feature improves the system customization capabilities. Cleared alarms Because of the high number of alarms presented on operator screens, some utilities appreciate having an Acknowledge and Clear feature added to the alarm summary page. This two-step functionality allows the operator to clear alarms from the display so attention can be focused on new alarms coming in. The Acknowledge function of this feature will stop the alarm from flashing and will inhibit the associated .wav file (sound) annunciation; the Clear function will remove the acknowledged alarm from the viewable summary. The Alarm Summary display lists all cleared Calculation DMS RT (Application service) Engine alarms, allowing the operator to select a previously Calculation Engine cleared alarm for recovery. Integration of services within Model Core Network Model Mgmt Topology Function Service Service ADMS infrastructure The InstAlarm alarm management system allows Network Network Report Report Model Dynamics DB extended applications that share the OASyS Alarms/Events Alarms/Events Service DNA alarm repository to take advantage of the functionalities described above. Figure 3 shows how DMD Report Alarms/Events Acknowledge Schneider Electric’s DMS services and user interface Alarms OASyS DNA share alarms with the SCADA Realtime Services. Realtime Omnicomm Retrieve RTDB (polling engine) Alarms/Events Report Alarms/Events Retrieve Archived Archive Alarms/Events MS SQL Server Alarms/Events Events, ... Figure 3. SCADA/DMS common alarm repository. White paper | 07
  • 10. Smart Alarming Management Graphical User Interface Schneider Electric’s ADMS User Interface (HMI) presents alarm messages in the Alarm Summary display, an ordered list in which both system and database alarms are sorted first by priority and then chronologically so that the newest, highest priority alarms top the list. The display, an example of which is shown in Figure 4, includes the alarm date, time, mnemonic code, point description and logging text. All Alarm Summary displays are filtered by the user’s area of responsibility and can be further filtered by alarm category and the disturbance mode threshold. Alarm summary displays are dynamic; the number of display pages varies from a single page, up to Figure 4. Alarm Summary screen. as many as required to display all of the entries. Sufficient buffer space is provided to handle the number of alarms possible in worst-case system operation, and in no case are alarms lost due to overflow. Filtering alarms The default Filters panel on the Alarm Summary allows the user to filter the display to show: • only the points in alarm • only the points not in alarm • only acknowledged alarms • only unacknowledged alarms • alarm filter by Remote • alarm filter by Category The Filters panel on the Alarm Summary can be configured to add filters as needed by the user’s operation. White paper | 08
  • 11. Smart Alarming Management Actions The Alarm Summary display enables the operators to: • Acknowledge individual alarms • Access history of alarms, or Event Summary • Acknowledge all alarms listed in the summary • Print the summary • Export the summary to a Microsoft® Excel®-format file All alarms must be acknowledged. To do this, an operator with sufficient authority can activate the row head button of the Alarm Summary, or alarms can be acknowledged one page at a time. When an alarm is acknowledged, it stops flashing. Newest Priority Alarms The Newest Priority Alarms display, typically located at the bottom of the dispatcher desktop, lists only the unacknowledged alarms or events generated on the system, with the latest alarm listed at the top of the first page. Operators can acknowledge alarms directly from this window. If there are multiple alarms listed, the most severe are listed first. If there are multiple alarms of the same severity level, those alarms are listed in the order received. Three additional icons are present on the Newest Priority Alarms display, for: • Silencing alarms • Showing Alarm Summary • Changing the Disturbance mode When an operator silences alarms in a specific workstation, current alarm announcement is temporary turned off in that console until a new alarm is declared. Alarm announcement in other network consoles is not affected. Silencing an alarm does not constitute alarm acknowledgment. White paper | 09
  • 12. Smart Alarming Management Smart Alarming features Area of Responsibility (AOR) Only the alarms for devices that are within the operator’s area of responsibility, as assigned by the system administrator, are shown on the system alarm and station alarm summaries; alarms that are not in the operator’s area of responsibility are filtered out. If system configuration allows the operator to select another area or areas for control and/or viewing of the database summaries and displays, then the operator will have access to the Alarm Summary for that area. • f an area is not identified for control by an operator, I the operator is not able to view and acknowledge users can have the same AOR assigned. In addition alarms for that area, even if the area is selected for to user-specified AORs, there is an additional AOR viewing. named Uncovered AORs. Users or consoles that • f an area is selected for control by an operator, I have this AOR assigned to them will receive alarms the operator will be able to view and acknowledge for all uncovered AORs. alarms for that area, even if the area is not selected for viewing. User logout from the DMS system is prevented when • hanging the control area is the only way to affect C such action leaves one or more AORs unmonitored Alarm Summary access. or when there is an uncovered AOR. Dialog will notify the user that this action leaves one or more AORs Establishing AORs is an effective way to restrict uncovered, and the complete list of AORs in question supervisory control, data entry, tag placement and is provided. In case of console failure, an alarm is alarm routing. Assignment of AOR can be restricted generated enabling other users to monitor uncovered by console and by user, to prevent assignment of AORs. AORs by anyone outside of the control room. Multiple Non-covered alarms Where needed, it is possible to designate a workstation to receive non-covered alarms — those from an AOR that is not assigned to an operator, or, in distributed projects, between peer, master, or sub-master systems. Besides user specified AORs, there is also one additional special AOR called Uncovered AORs. Users or consoles that have this AOR assigned will receive alarms for all uncovered AORs. White paper | 010
  • 13. Smart Alarming Management Data quality flags Data acquisition processing includes data quality flags associated with each numeric and discrete point, both telemetered and calculated. These data quality flags include: • larm Inhibited – If a point is marked as alarm inhibited, any change in state or A value will not result in the generation of an alarm. • vent Inhibited – If a point is marked as event inhibited, any change in state or E value will update the database but will not result in the generation of an event message or an alarm message. Even if a point has been alarm or event inhibited, the abnormal state flag will remain visible on all the displays and summaries. By-point alarm inhibit Operators can inhibit individual points for alarm announcement. Alarms for these points in the device are suppressed and do not appear in the Alarm Summary display. Since it is still important to be able to scrutinize the alarm conditions and events generated by testing, the system continues to poll the devices normally. Events are still generated and appear in the event summary with an alarm-inhibit flag to distinguish them from other events. Audible alarming The HMI annunciates alarms either by beeping or playing sound files. If configured to beep when an alarm is generated, the number of beeps will indicate the alarm severity. Alternately, sound files are supplied that can be configured to play when alarms of specific severity levels are generated. Additional sound files are easily added to the system. Audible alarming announcement can be also inhibited on a by-point basis. Triggered programs OASyS DNA Realtime Services generates alarms and events from telemetered and calculated point data as well as from application programs within the Advanced Calculation Engine (ACE) subsystem. The system can be configured so that specific alarms or events automatically trigger or activate programmed actions in response. White paper | 11
  • 14. Smart Alarming Management Disturbance mode (Storm mode) Within the InstAlarm subsystem, alarming can be configured to operate in Disturbance mode, where low-priority alarms are not processed. Alarm Disturbance mode suspends the processing of lower-priority alarms during periods of peak alarm volumes. Disturbance mode includes the following functionalities: • Maximum severity level configuration • bility for applications or operators to enter or exit alarm disturbance mode A • egeneration of alarms for analog, status, and rate points after exiting R disturbance mode Storm mode expands the Alarm Disturbance capabilities with the ability to suppress the lowest-priority alarms by AOR. The operator can define a different priority level for each AOR when activating the Alarm Disturbance mode. Test Mode alarm suppression Test Mode alarm suppression reduces unnecessary alarms when field devices are being tested as part of troubleshooting, maintenance and updates. Alarms generated by such devices under these circumstances are not actionable, because they are the result of work being done on the field equipment itself. To use this feature, the user places the device into Test Mode via the GUI. Alarms on any points in the device are suppressed and do not appear in the Alarm Summary. Since it is still important to be able to scrutinize the alarm conditions and events generated by testing, the system continues to poll the devices normally. Events are still generated and appear in the event summary with a test mode flag to distinguish them from other events. White paper | 12
  • 15. Smart Alarming Management Alarm suppression To reduce nuisance alarms, Schneider Electric’s ADMS supports different types of alarm suppression, Parent applicable to analog and status-telemetered points; alarm see Figure 5: Child2 Alarm State Child1 Child2 alarm suppression timeout • ontrol-initiated alarm suppression – Operator- C Child1 alarm suppression timeout normal initiated commands can cause many alarms to appear as a direct result of the command. Control- 10 60 100 115 130 Time (Seconds) initiated alarm suppression prevents these alarms from cluttering the alarm table. • ierarchical alarm suppression – Hierarchical alarm H Parent goes into alarm Child alarms Parent returns Child1 returns to Child2 is in a different state  and children are marked are suppressed to normal normal without from where it was at the time  suppression will prevent large numbers of alarms for alarm suppression generating alarms of alarm suppression; therefore,  an alarm is generated for Child2  from cluttering an operator’s display when they are triggered as the result of a single device going into alarm. This suppression applies to parent and child Figure 5. Alarm suppression capabilities. device relationships only; four types of suppression are applicable: - arent alarm timeout – When a parent point goes P - larm hold-off – Alarm hold-off is used to A into alarm or enters a different alarm state, the temporarily suppress child state alarms that result children are marked as suppressed. from data crunching. Other types of alarms, such - arent return-to-normal timeout – The parent P as command failure, execute as normal. Alarm Return-to-Normal (RTN) timeout value assists hold-off is supported for analog and status points. in suppressing child alarms that are held until after the parent returns to normal. In reality, this The combination of alarm suppression types does timeout value can be used either with or without a not affect the performance of each type. An alarm is configured parent alarm timeout value. suppressed when it satisfies one of the suppression - ransient alarm suppression – Transient alarm T criteria. suppression is invoked when a status point changes state, or when an analog point changes between the high/low alarm states. In this case, the child does not have a parent. Alternateoperator to selectLimit limit set and assign it to an This feature allows the Alarm an alternate Sets analog group. When a new limit set is assigned to a group of analog points, all points in the group will immediately be subjected to the new limits. White paper | 13
  • 16. Smart Alarming Management Dynamic Alarm Limits Dynamic Alarm Limit is a new feature in the Smart Alarming infrastructure where limit values depend on predefined input signals. Dynamic Alarm Limit can be profile-based, analog-based or interval-based. For example, this functionality is useful when the maximum operational current of a transformer depends on the weather temperature. Dynamic Alarm Limit is, in effect, a special configuration of Alarm Limit Sets, so it can be used combined with the Alarm Limit Set configuration. Seasonal/24h alarm limits The Alternate and Dynamic Alarm Limits functionalities enable the administrator to create seasonal or 24-hour limits. Operator alarm override Schneider Electric’s ADMS lets the operator override the individual limits values. The HMI will display a summary of all points whose alarms have been manually overridden, including timestamp and identification of the user who applied the new alarm limits. White paper | 14
  • 17. Smart Alarming Management Logging and storage: Historian System Numeric point limit violations and ‘returns to normal’ are logged as events, unless the point is deactivated, manually overridden or event inhibited. Of course, it is also possible to define alarm/event action classes that will not generate an event. The event history, as part of Schneider Electric’s ADMS Historian System, provides a chronological record of changes in the system’s condition, as well as actions taken by system users over time. Alarms and events are logged to Historian Services, and the logs are then stored online for a configurable time period by the Historical Database for immediate retrieval and analysis. After receiving data from other ADMS Services, Historical Database can summarize this data for use in reports, displays, trends, reports and analysis applications. In order to manage events and analyze past alarm states, it is necessary to be able to categorize events into various types. To facilitate this categorization, event information available includes the source of the alarm (system, database, or application); the alarm inhibit type if it exists (none, unknown, application-specific, transient, parent alarm, parent control, inhibited, and test mode); and the type of control for control events, i.e., alarm acknowledgements are distinguished. Based on Microsoft SQL Server Reporting Services, Schneider Electric’s ADMS Historian System also automatically generates detailed reports organized according to the location of the alarm, to facilitate compliance processes and to monitor and improve staff performance. White paper | 015
  • 18. Smart Alarming Management Conclusion Electric utilities are seeing more solutions becoming available to them to help realize the Smart Grid that will optimize distribution operations effectiveness and efficiency. Schneider Electric’s InstAlarm Smart Alarming management solution is designed to take advantage of the seamless integration of the field-proven OASyS DNA SCADA and DMS services enabled by Schneider Electric’s ADMS. As this comprehensive solution collects and analyzes real-time data from intelligent field devices and recognizes and automates appropriate network adjustments, the Smart Alarming solution identifies events judiciously at every level, helping operators focus on truly significant performance issues and improve their response efforts. Combining Smart Operations and Smart Alarming is a significant step toward a streamlined, effective and safe Smart Grid. White paper | 16
  • 19. ©2012 Schneider Electric. All rights reserved. Schneider Electric USA, Inc. 4701 Royal Vista Circle Fort Collins, CO 80528 Phone: -866-537-1091 1 + (34) 9-17-14-70-02 Fax: 1-970-223-5577 www.schneider-electric.com/us December 2012