SGIP May 22 Webinar "Getting to Truly Interoperable Power Grid Solutions: A Utility Deployment Case Study and Lessons Learned"

Accelerating Grid Modernization
More information available on SGIP.org
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Getting to Truly Interoperable
Power Grid Solutions:
A Utility Deployment Case Study
and Lessons Learned
May 22, 2014

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INTRODUCTION
Dean Prochaska, NIST
Smart Grid Testing & Certification Committee (SGTCC) Chair
May 22, 2014
Getting to Truly Interoperable Power Grid Solutions:
A Utility Deployment Case Study and Lessons Learned

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Smart Grid Interoperability Panel
orchestrates the work
behind power grid
modernization

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• 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, 2014

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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, 2014

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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, 2014

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Webinar Agenda
• Utility Support of Home Don Jacobs
Area Networks
• Interoperability Standards & James Mater
Achieving Interoperable Products
• Q&A Dean Prochaska
May 22, 2014
This meeting, and all SGIP activities, are governed by SGIP By-laws and policies - Intellectual Property Rights Policy and Antitrust Policy.

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UTILITY SUPPORT OF
HOME AREA NETWORKS
Don Jacobs, Sacramento Municipal Utility District
May 22, 2014

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Agenda
• HAN Testing & Certification Landscape - 2011
• HAN Device Testing Model
• Retail Deployment Model
• Key Takeaways
May 22, 2014

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Sacramento Municipal Utility District
Snapshot
Sacramento 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, 2014

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HAN Testing & Certification
Landscape 2011
SEP .x
May 22, 2014
Getting to Truly Interoperable Power Grid Solutions: A
Utility Deployment Case Study and Lessons Learned

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Background
SMUD
Awarded
SGIG
2009
Smart
meters /
AMI
deployed
2011
DRMS
Go-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, 2014

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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, 2014

Powering forward. Together.
HAN Device Testing Model

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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, 2014

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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, 2014

Powering forward. Together.
Retail Deployment Model

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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, 2014

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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, 2014

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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, 2014

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Utility Support of Home Area Networks
Don Jacobs
Sacramento Municipal Utility District
Don.Jacobs@smud.org
(916) 732-6197
May 22, 2014

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Introduction to
INTEROPERABILITY
STANDARDS AND ACHIEVING
INTEROPERABLE PRODUCTS
James Mater, QualityLogic Inc.
May 22, 2014

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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, 2014
© 2014 QualityLogic Inc.

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Understanding Interoperability
May 22, 2014
What is it?
Benefits
Interoperability Maturity

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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, 2014

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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, 2014

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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, 2014

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Messages
Shared Meaning of Content
Collaboration Agreement (contract)
Specification of behaviors and interface
May 22, 2014

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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 1
Vendor 2
Vendor 4
Vendor 3
May 22, 2014

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Method B: ESB or Universal Adapter – convert to one format
– Less expensive to build, maintain and modify
– Proprietary adapter format
– Easier substitution
Vendor 1
Vendor 2
Vendor 4
Vendor 3
May 22, 2014

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Method C: Open Communications Standard
– Each vendor implements standard communication protocol
– Easiest to implement (plug and play?)
– Easiest product substitution
Vendor 1
Vendor 2
Vendor 4
Vendor 3
61850
BacNet
SEP 2
May 22, 2014

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Smart Grid Interoperability
and Standards
May 22, 2014

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Messages
Shared Meaning of Content
Collaboration Agreement (contract)
Specification of behaviors and interface
Standards
May 22, 2014

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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, 2014

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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 systems
NIST 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, 2014

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Achieving Interoperable
Standards-Based Products
May 22, 2014
Achieving Interoperable Products
Why do interoperability problems happen?
How are they avoided?
How to create an eco-system of
interoperable products from a standard

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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, 2014

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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, 2014

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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, 2014

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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, 2014

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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, 2014

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QUESTIONS?
May 22, 2014

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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

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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, 2014

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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, 2014

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THANK YOU FOR YOUR PARTICIPATION
A FOLLOW-UP EMAIL WILL BE SENT WITH LINK TO
RECORDING AND SUPPORTING MATERIALS
May 22, 2014

SGIP May 22 Webinar "Getting to Truly Interoperable Power Grid Solutions: A Utility Deployment Case Study and Lessons Learned"

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