Transcript members.sgip.org

Open Field Message Bus (OpenFMB)
Kickoff Meeting
March 5, 2015
Accelerating Grid Modernization
Welcome
• Introductions
– Around the room
• Meeting Objectives
– Kickoff meeting
– Understand history and players involved
• Leverage prior work from Duke Energy’s Reference Architecture
– Establish key milestones and regular meeting times
– Identify the “big pieces” and begin identifying
organizational and individual responsibilities
– Clarify standards development activities
– Discuss team collaboration tools
– Build team unity and identify roles
Accelerating Grid Modernization
Agenda
Time
Discussion
Discussion Lead
0830-0900
Welcome
• Introductions
• Meeting objectives
• Agenda
• Smart Grid Interoperability Panel
Stuart McCafferty, SGIP
0900-1045
What is OpenFMB?
History
• Duke Reference Architecture
• The Big Picture
• The Past
• The Future
• The CPS Test Bed
Stuart Laval, Duke Energy
Raiford Smith, CPS Energy
1045-1100
Break
1100-Noon
Team and Tools
Noon - 1300
Lunch
Stuart McCafferty, SGIP
Accelerating Grid Modernization
Agenda
Time
Discussion
Discussion Lead
1300-1330
Project Plan
• Key milestones and events
• Key work activities
• Leads
Stuart Laval, Duke Energy
Stuart McCafferty, SGIP
1330-1415
NAESB Processes and Timelines
OpenFMB Framework/Standard
Standards Development Plan and
Deliverables
Jonathan Booe, NAESB
Joe Zhou, Xtensible Solutions
1415-1430
Break
1430-1515
Open Discussion on Standards Process
and Output
The Demonstration in New Orleans
All
1515-1600
Next Steps
Stuart McCafferty, SGIP
Stuart Laval, Duke Energy
1600-1615
Dinner Plans
Stuart McCafferty, SGIP
Accelerating Grid Modernization
SGIP 2.0 Antitrust Policy
1. All SGIP activities promote, rather than restrict, competition
to the benefit of consumers and the marketplace.
2. For today’s the meeting the following is not to be discussed
at anytime:
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Current or future prices, or any strategies relating to pricing
Any price related information (e.g., price changes, price quotations, bids, pricing policies, price levels,
price deferential, markups, discounts, allowances, delivery charges, credit or warranty policies, or
other conditions of sale)
Output, capacity, inventory levels, or costs (including production, inventory, distribution, or wage,
salary, or benefits cost)
Any market share of the Participant, or that of others
Levels of investment or development, or changes to such levels
Current or future marketing strategies
The capacity of the Participant (or any other organization) to produce or to sell any product or service
Whether the Participant (or any other organization) has submitted a bid, or will or will not bid, in any
given situation
Whether the Participant (or any other organization) will or will not sell any product or service
Whether the Participant (or any other organization) will or will not deal with any third party
“This meeting, and all SGIP activities, are governed by SGIP’s By-laws
and policies, including SGIP Intellectual Property Rights Policy and
Antitrust Policy.”
Accelerating Grid Modernization
Who is SGIP?
SGIP is a Non-profit Consortia (501c3) with 173 Member
Companies/Organizations.
MEMBERSHIP DIVERSITY
Asset Owners
16%
Consumer, Policy,
Govt
32%
Independent System Operators
Service Providers
Consultants
Venture Capital
15%
Manufacturers
SDOs & Consortia
16%
21%
Service Providers &
Sys Admin
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Accelerating Grid Modernization
SGIP VISION
To improve
individual quality
of life by integrating
energy resources
securely,
intelligently and
efficiently.
7
Accelerating Grid Modernization
SGIP
MISSION
To securely accelerate and
advance Grid
Modernization through
interoperability
and the leadership talents
of our members.
8
Accelerating Grid Modernization
SGIP Organization
Accelerating Grid Modernization
Leveraging the SGIP Organization
for OpenFMB
• Smart Grid Architecture Committee
– Chair: Ron Cunningham
• Smart Grid Cybersecurity Committee
– Chair: Vicky Pillitteri
• Smart Grid Testing and Certification Committee
– Chair: Erich Gunther
• Business and Policy DEWG
– Chair: Dave Wollman
Accelerating Grid Modernization
What is Open Field Message Bus?
• Standard API for Electric Grid interoperability
– Secure, peer-to-peer, multi-vendor, outside data center
• Common Semantic models based on existing
standards (CIM, 61850)
• Existing IoT pub/sub protocols (DDS, MQTT, AMQP)
• Repository of adapters from utility protocols
(Modbus, DNP3, C12, GOOSE/MMS)
• Framework and reference architecture for
Distributed Intelligence Apps and systems
– Cybersecurity, microgrids, DER, DA, AMI
Accelerating Grid Modernization
Stuart Laval, Duke Energy
Raiford Smith, CPS Energy
WHAT IS OPENFMB?
Accelerating Grid Modernization
OpenFMB: Lower Cost & Risk
• Cost Savings
Resiliency
Interoperability
Modularity
Asset Management
Lower O&M
• Risk Mitigation
Renewable Integration
Situational Awareness
Cybersecurity
Sustainable Infrastructure
Supply Chain
Accelerating Grid Modernization
13
Stuart Laval, Duke Energy
Raiford Smith, CPS Energy
OPENFMB HISTORY
Accelerating Grid Modernization
A Short History of the Development
of the OpenFMB
• (~2007) Initially, we focused on the problem of
connecting to multiple devices to backhaul data.
– Node-based solution (high volume) with multiple
radios to connect to MV sensors, AMI, DA, and others.
• (~2012) But use cases evolved and new
technologies (battery storage, microgrids, etc.)
drove need to get access to data
cheaper/better/faster at the edge of the network.
– Drove need for node platform hosting 1 or more
standards-based message busses and common
semantic models.
Accelerating Grid Modernization
Sherrill’s Ford, Rankin,
McAlpine Substations
Distribution
Circuit
6 McAlpine
circuits
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~60 homes served by
McAlpine circuits
•
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Substation
•
•
•
•
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Customer
Premise
Duke Energy Test Areas: Integrated Grid Ecosystems Pilot (2012)
Solar PV
Energy Storage
Dist. Mgmt System
PMU (6)
Weather stations (7)
Line Sensors (200+)
Solar PV
CES, HES Energy Storage
Comm. Nodes (3,000)
Intelligent Switches
DERMS/DMS
AMI metering (14,000)
Solar PV
Home Energy Manager
PEV
Charging Stations
Smart Appliances
Demand Response
In-home load monitoring
Copyright © 2015 Duke Energy Corporation All rights reserved.
Accelerating Grid Modernization
Lessons Learned from 2012 Smart Grid Pilot
1.
2.
3.
4.
5.
Key Observations:
Single-Purpose Functions
Proprietary & Silo’ed systems
Latent , Error-prone Data
OT/IT/Telecom Disconnected
No Field Interoperability!
1.
2.
3.
4.
5.
Key Observations:
Multi-Purpose Functions
Modular & Scalable HW&SW
End-to-End Situational Awareness
OT/IT/Telecom Convergence
True Field Interoperability!
Copyright © 2015 Duke Energy Corporation. All rights reserved.
Accelerating Grid Modernization
Enabling of the Integrated Grid
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Drivers
Distributed Energy Resources
Demand Response
Electric Vehicles
In-Premise Automation
Cybersecurity Threats
Aging Infrastructure
“Big Data” Complexity
Stranded Assets
•
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New Requirements
Proactive Operations
Situational Awareness
Fast Edge Decisions
Seamless Interoperability
Modularity / Scalability
Hybrid Central/Distributed
Zero Touch Deployments
Refined Utility Skillsets
Source: EPRI
Technology Approach
1. Internet Protocol
2. Translation
3. Common Dictionary
4. Security
5. Analytics
Distributed
Intelligence
Platform
(DIP)
Copyright © 2015 Duke Energy and 2014 Electrical Power Research Institute. All rights reserved.
Accelerating Grid Modernization
DEMAND
DIP: Internet of Things (IoT) Platform for the Utility
Smart
Assets
OpenFMB
Smart Meter
Open Standard
Node
Transformer
ELECTRIC GRID
Other Nodes
Radio
Line
Sensor
Distributed
Energy
Resources
Internet
Connectivity
UTILITY
DATA CENTER
Intelligent Switch
Distributed
Computing
Head
End A
X
SUPPLY
Network
Router
Smart Generation
Continuous
Emission
Monitoring
Internet
Protocol (IP)
Network
Weather Sensor
Copyright © 2015 Duke Energy Corporation All rights reserved.
Head
End B
Head
End N
Accelerating Grid Modernization
Data Center Message Bus
CPU
Capacitor Bank
Street Light
Technology Approach
1. Internet Protocol
2. Translation
3. Contextualization
4. Security
5. Analytics
DEMAND
DIP: Internet of Things (IoT) Platform for the Utility
Smart
Assets
OpenFMB
Smart Meter
Open Standard
Node
Transformer
ELECTRIC GRID
Other Nodes
Core OS
Line
Sensor
Distributed
Energy
Resources
Internet
Connectivity
UTILITY
DATA CENTER
Capacitor Bank
Distributed
Computing
Head
End A
X
SUPPLY
Network
Router
Smart Generation
Continuous
Emission
Monitoring
Internet
Protocol (IP)
Network
Weather Sensor
Copyright © 2015 Duke Energy Corporation All rights reserved.
Head
End B
Head
End N
Accelerating Grid Modernization
Data Center Message Bus
Virtual OS
Intelligent Switch
Street Light
Technology Approach
1. Internet Protocol
2. Translation
3. Contextualization
4. Security
5. Analytics
Flexible Hardware & Software Platform Using Legacy Equipment
Integrated in
End Device
(as Software)
Substation
Rackmount Server(s)
Retrofit
Inside
Cabinet
Pole Mounted
Enclosure
Padmount
Enclosure
Copyright © 2014 Duke Energy All rights reserved.
21
Accelerating Grid Modernization
IoT Reference Architecture: Hybrid Multi-level Hierarchy
End Points
Devices
AMI
Smart
Meters
Lower Tier
Nodes
(e.g. grid)
Local Area
Network
(LAN)
IP Router
>15 min
<5 min
Middle Tier
Nodes
(e.g. substation)
Wide Area
Network
(WAN)
Firewall
Higher Tier
Central Office
(Utility Datacenter)
Head
end
Polling
Virtual
Software
MDM
SCADA
No
model
model
DMS
IP Router
model
Virtual
Software
Corporate
Private
Network
No
model
model
Tier 5
DIP Node
<50
ms
~1min
Protection
& Control
Distributed
Energy
Resources
Local Area
Network
(LAN)
Field Area
Network
(FAN)
Legend
IP Router
Virtual
Software
model
No
model
model
Virtual Firewall
Copyright © 2015 Duke Energy Corporation All rights reserved.
Core OS
Application OS
Physical Transport
Virtual Telemetry
Accelerating Grid Modernization
Open Field Message Bus (OpenFMB) Framework
End Points
Devices
Smart
Meter
Lower Tiers Nodes
(e.g. grid)
Middle Tier Nodes
(e.g. substation)
Breaker
Relay
M
Legacy Protocol
Adapter
Higher Tier Node
Central Office
(Utility Datacenter)
MDM
GIS
DMS
OMS
-+
Common Data
Model
Modbus
Line
Sensor
Battery
Inverter
Firewall
Open API
FMB protocol
Head
Ends
SCADA
Legacy Protocol
Adapter
Common Data
Model
Open API
FMB protocol
Legacy Protocol Adapter
Common Data Model
Capacitor
Bank
Solar PV
Inverter
Open API FMB protocol
Legacy Protocol
Adapter
Common Data
Model
Open API
FMB protocol
Field
Message
Bus
(FMB)
Legend
Legacy Protocol Translation
Common Semantic Model
Open FMB IoT Protocol
Virtual Firewall
Copyright © 2015 Duke Energy Corporation All rights reserved.
Client/Server Polling
Pub/Sub Messaging
Accelerating Grid Modernization
Background on Publish-Subscribe IoT Protocols
• Leverage existing IoT pub/sub
– Data Distribution Service (DDS): OMG standard
– Message Queue Telemetry Transport (MQTT): OASIS standard
– Advanced Message Queue Protocol (AMQP): OASIS standard
• Abstraction of physical, network, & logic layers
• Standardized APIs for Multi-Vendor Interoperability
– E.g. OMG’s DDS-i RTPS or DCPS API
– IoT translators allow interoperability between DDS/MQTT/AMQP
• Performance
– Scalability: >10000 msg/sec for DDS; >1000 msg/sec for AMQP/MQTT
– Latency: ~1 ms
– Multi-cast & Fault-Tolerance: DDS & AMQP
• Security: Encryption, Quality of Service, Dynamic Discovery
Copyright © 2015 Duke Energy Corporation All rights reserved.
Accelerating Grid Modernization
OpenFMB Data Modeling Process
Information
Modeling
Use-case Requirements
(Power Systems SME)
Diagram Business Process
Semantic
Context
Common Semantic Models
(CIM, IEC 61850)
Map Relevant Context
Contextual Profiles
(UML)
Model Driven Transformation
Message
Syntax
Schema
(IDL / XSD)
Code
Programming Languages
Generation (Java, C/C++/C#, XML)
Interoperable Topics
Message
Oriented
Middleware
Pub/Sub Protocols
(DDS, MQTT, AMQP)
Copyright © 2015 Duke Energy Corporation All rights reserved.
Accelerating Grid Modernization
Example Use-case: Microgrid Solar Smoothing
Power Grid
Point of Common Coupling
for Microgrid
Recloser
12 kV
Transformer
480/277V
Meter
Solar PV
Inverter
Meter
Solar Smoothing App
Microgrid
Controller
(MGC)
Copyright © 2015 Duke Energy Corporation All rights reserved.
Battery
Inverter
Accelerating Grid Modernization
Cloud Hosted Field Message Bus (FMB) Demo Website
Input Datasets
M2M Devices
DDS Field Message Bus Topics
Text-based Message Interfaces
Opengridstandards.org
Node 1
DDS
Java
MGC Solar
Smoothing
App
Node 2
1 IDL
DDS
Meter
2 IDL’s
Java
PV Inverter
Pub Data
DDS
Data
Space
User Interface
MQTT
Broker
Battery
Inverter
Node 3
Meter
1 IDL
Node 4
MQTT
XML
7 XSD’s
Copyright © 2015 Duke Energy Corporation All rights reserved.
Java
DDS
DDS
Java
3 IDL’s
Accelerating Grid Modernization
page 27
Open Field Message Bus (OpenFMB) Demo Setup
XML/MQTT
Translator
to Cloud Website
CIM/DDS
Solar Smoothing
App
CIM/DDS
Solar PV &
Meter data
CIM/DDS
Battery Inverter
& Meter data
Copyright © 2015 Duke Energy Corporation All rights reserved.
Accelerating Grid Modernization
Strategies to Gain Adoption
• Patent strategy (2013-2014): patent the architecture (so no one can lock
utilities or vendors out) and give away the IP (so everyone can adopt it)
• Getting vendors on board (2013-today)
– Duke Energy Coalition of the Willing (pt 1) – Distributech 2014 demo (6
vendors)
– Duke Energy Coalition of the Willing (pt 2) – Distributech 2016 demo (25
vendors)
• Getting utilities on board (2013-today)
– CPS Energy
• Standards strategy (2015)
– SGIP
– NAESB
– Others
Accelerating Grid Modernization
Duke Energy Test Lab: Mount Holly, NC
PV Installations
Islanding Switch,
Transformer, and Battery
Behind the meter and low voltage power
electronic equipment
Grid Equipment
30
Accelerating Grid Modernization
Duke Energy Mount Holly Microgrid: Electrical One-line
Point of
Common Coupling
Copyright © 2014 Duke Energy All rights reserved.
Accelerating Grid Modernization
How CPS Energy Will Utilize the
OpenFMB
• NREL INTEGRATE Microgrid at JBSA Ft. Sam
Houston
• Grid-of-the-Future deployment
• CPSE Coalition of the Willing
• Augment existing AMI/DA deployment
Accelerating Grid Modernization
JBSA Ft. Sam Houston Microgrid
Location
• NREL Integrate project to build an open-source, interoperable microgrid.
• Collaboration between CPS Energy, Duke Energy, and Omnetric Corp.
• 75kW/48kWh SciB battery from Toshiba, Princeton Power Inverter, Viper
Recloser, Schneider Ion meters, Microgrid Management System from
Siemens, and ~25kWAC PV.
• Operational date Q3 2015.
Ft. Sam Houston Library
Potential
Battery & PV
Locations
33
Accelerating Grid Modernization
Transformer / Meter Rack Location
CPS Energy Grid of the Future
Walzem Substation (NE San Antonio,
off of I-35). This site includes:
•
15 circuits (13 and 35 kV).
•
About 30k customers (including HQ
of large technology firm and
logistics site for major retail firm).
•
Includes clustered (~70) solar DG
and utility-scale solar at 5.5MW
Alamo 3 site off O313 circuit.
•
AMI and DA deployment scheduled
for deployment in this area.
•
Implementation work will be done
over a three year period in
conjunction with microgrid, smart
inverter, and battery storage
initiatives.
San Antonio, TX
34
Accelerating Grid Modernization
Demand-Side Benefits
•
One primary purpose of GoF is to avoid divergence of customer and utility services (e.g. 3rd
party disaggregation w/o deregulation)
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Additional revenues can also be derived from new technologies:
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Electric vehicles and charging
Premium power – battery/CHP/PV
Premium reliability – microgrid
Asset control (inverter/battery) and advanced DR
Brand & customer satisfaction improvement though enabling new services
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If customers purchase an additional product or service (beyond gas or electricity) they are 3X more likely to
favorably rate their service provider.
page 35
Accelerating Grid Modernization
Utility-Side Benefits
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Operational metrics (SAIDI, SAIFI, asset utilization, MTBF, etc.,.)
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Financial metrics (O&M spend, revenue generation, better asset utilization, and reduced total
ownership costs)
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Environmental benefits – predominantly extrapolated intangibles through planned work in analytics
combined with modeling and simulation of demand and supply
•
Training and development of professional and wage-scale staff.
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Safety and standards updated to reflect new capabilities.
•
Risk modeling should improve prediction of revenue, expense and customer satisfaction from new
products and services.
page 36
Accelerating Grid Modernization
Morning Break: 10:45 – 11:00
Accelerating Grid Modernization
Stuart McCafferty
TEAM AND TOOLS
Accelerating Grid Modernization
OpenFMB Project Objectives
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Engage with multiple utilities and vendors
Leverage prior work
Identify one business problem to solve
Identify or develop use case(s)
Develop logical architecture
Establish standards framework at NAESB
Demonstrate working prototype at SGIP Nov 3-5
Create OpenFMB repository
Incorporate SGIP T&C and Cybersecurity processes
Test Bed coordination
Governance policy for OpenFMB implementation and validation
Roadmap for future distributed applications
Regular outside communication and information exchange
Accelerating Grid Modernization
OpenFMB Team
Utility
Partners
Research
Labs, Gov’t,
Test Facilities
Vendors
User Groups
SDO
Accelerating Grid Modernization
OpenFMB Leads
•
SGIP Co-Chairs
– Stuart Laval, Duke Energy / Stuart McCafferty, SGIP
•
SGIP OpenFMB Vice Chair
– TBD
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SGIP OpenFMB Secretary
– TBD
•
Demonstration planning for November
– Aaron Snyder, EnerNex
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NAESB Task Force
– Co-Chairs: Joe Zhou, Xtensible Solutions / Stuart Laval, Duke Energy
– Raiford Smith, CPS / Matt Wakefield, EPRI / Craig Miller, NRECA
•
Test Bed Coordination
– TBD
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Business and Use Cases
– TBD
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Regulatory awareness
– TBD
Accelerating Grid Modernization
Current Interested Parties
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AEP
Ameren
BC Hydro
Cisco
Coergon
CPS Energy
DOE
Duke Energy
EnerNex
EPRI
GE Energy
Green Energy Corp
Itron
Leidos Engineering
• LocalGrid Technologies
• Missouri University of Science
and Technology
• NIST
• OpenADR Alliance
• PNNL
• Real-Time Innovations (RTI)
• Saviva Research
• Schneider Electric
• SGIP
• UCAIUG
• ViaSat
• Xtensible Solutions
Accelerating Grid Modernization
Tools
• Kavi Collaboration environment
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Document repository with version control
Action items
Calendar and Schedule
Ballots
Comment manager
Auditing and reporting tools
Listserver
• [email protected]
– Full privileges to SGIP members
– Free access to approved non-SGIP members
Accelerating Grid Modernization
Tools - Kavi
Project Environment
Group Environment
Accelerating Grid Modernization
Questions and Closing Thoughts
• For Kavi account access:
– Email: [email protected] or [email protected]
• Need to recruit more utilities, vendors, and
others
– Everybody’s job
• Interested in volunteering to lead an area?
– Contact Stuart or Stuart
• Got things to post to Kavi?
– SGIP members can post
– Non-members can send materials to Billie or Stuart M
Accelerating Grid Modernization
Lunch: Noon – 13:00
Accelerating Grid Modernization
Stuart McCafferty, SGIP
PROJECT PLAN
Accelerating Grid Modernization
OpenFMB Program Timelines
Organization
NAESB
•
(North America
Energy Standards
Board)
SGIP
(Smart Grid
Interoperability
Panel)
Development Schedule
Project
•
Standardization of
Open Field
Message Bus
(OpenFMB)
2015
2016
OpenFMB Retail Market Quadrant
OpenFMB Wholesale Energy Quadrant
OpenFMB Planning
OpenFMB Project
OpenFMB Phase I
OpenFMB Phase 2
OpenFMB Interoperability Testing & Certification
•
Test Beds
Duke COW Phase II Demo
CPS Grid of the Future Demo
Utility TBD Demo
UCAIug
•
OpenFMB
Repository
Duke Tech Transfer
OpenFMB Data Models/Adapters/Specifications Development
Legend
Duke
CPS
TBD
Planning / Other
Accelerating Grid Modernization
Milestones
2015
Task
2 9 16 23 30 6 13 20 27 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 2 9 16 23 30 6 13 20 27 4 11 18 25
January
February
March
April
May
June
July
August September
October
November December
Milestones
Proposal Accepted
Distributech
Kickoff Meeting (March 5)
Use Case F2F (April 2)
5
1
Use Case/UML Deliverable
1
Requirements Deliverable
22
5
Regulatory Issues and Plan Deliverable
22
Demonstration Plan Deliverable
21
Annual Meeting Breakout Session Delierable
19
Test Bed Plan Deliverable
11
Final Report and Case Study Deliverable
Press Article
24
31
16
15
31
Complete Idiot's Guide to OpenFMB
Accelerating Grid Modernization
Jonathan Booe, NAESB
NAESB PROCESSES AND
TIMELINES
Accelerating Grid Modernization
Background on NAESB
•
The North American Energy Standards Board (NAESB), originally the Gas Industry
Standards Board (GISB), serves as an industry forum for the development and
promotion of standards which will lead to a seamless marketplace for wholesale
and retail natural gas and electricity, as recognized by its customers, business
community, participants, and regulatory entities.
•
GISB est. 1994 / NAESB est. 2001
•
Roughly 2,700 Wholesale Standards / 1,200 Retail Standards
•
Strong relationship with the Federal Energy Regulatory Commission (FERC),
National Association of Regulatory Utility Commissioners (NARUC), Department of
Energy (DoE), Department of Commerce (DoC), National Institute of Standards and
Technology (NIST), National Petroleum Council (NPC), the American National
Standards Institute (ANSI) and various state regulators
Accelerating Grid Modernization
NAESB Quadrant & Segments
•
1.
2.
3.
4.
5.
Wholesale Gas – 5 Segments
End Users
Local Distribution
Pipelines
Producers
Services
•
1.
2.
3.
4.
Retail Markets – 4 Segments
Electric Utilities
Gas Market Interests
Electric End Users/Public Agencies
Electric Service Providers/Suppliers
•
1.
2.
3.
4.
5.
6.
7.
•
1.
2.
3.
Wholesale Gas – 5 Segments
End Users
Distribution/LSE
Transmission
Generation
Marketers/Brokers
Independent Grid Operators/Planners
Technology and Services
Membership
Retail Market Quadrant - 43
Wholesale Gas Quadrant - 121
Wholesale Electric Quadrant - 139
Accelerating Grid Modernization
NAESB Organizational Structure
Accelerating Grid Modernization
NAESB Standards Development Process
Accelerating Grid Modernization
NAESB Final Products
• Ratified recommendations = NAESB Final Actions
• Copyright protection
• Access provided to members, non-member
purchasers and through copyright waivers for
evaluation
• Wholesale standards provided to Federal Energy
Regulatory Commission and other agencies as
appropriate
• Retail standards provided to NARUC and
requesting state commissions
Accelerating Grid Modernization
Joe Zhou, Xtensible Solutions
OPENFMB FRAMEWORK/STANDARD
STANDARDS DEVELOPMENT PLAN
AND DELIVERABLES
Accelerating Grid Modernization
Agenda
• Introduction and Background
• Industry Drivers and Guiding Principles
• OpenFMB Specification Key Components:
–
–
–
–
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Business Requirements (Use Cases)
Reference Architecture and Systems Requirements
Platform Independent Model (Semantic Model, Messages and Services)
Platform Specific Model (DDS, MQTT, etc.)
Implementation Guidelines
• Development Plan Timelines, Processes and Roadmap
• Open Discussion
NAESB OpenFMB TF
Accelerating Grid Modernization
Notable IoT Standards Initiatives
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
Introduction and Background
• NAESB has been involved in the smart grid standards development
– PAP09 – Demand response use cases that led to OpenADR specification
– ESPI – Energy Service Provider Interface that led to Green Button.
• NAESB, as an ANSI accredited SDO, typically files their standards with FERC
and informs NARUC. This increases the exposure and possibilities of utility
regulators adopting said standards.
• OpenFMB task force will be a special purpose task force under the NAESB
Retail Market Quadrant (RMQ).
• OpenFMB TF will work closely with SGIP and UCAiug to facilitate the
development, implementation, and future enhancements to the standard.
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
Industry Drivers for OpenFMB
•
Rapid maturing and adoption of IoT Technologies in many industries
•
Renewable energy resources integration into the Grid – especially at the
distribution and end consumer levels
•
The advent of Distribution Service Platform Provider (DSPP) role and the
potential need to support Transactive Energy implementation.
•
Transition from top down power grid architecture into networked, two way
power flow, and distributed supply and demand power network.
•
An open standard is needed to unlock the value of field devices and networks,
and to enable distributed intelligence for more reliable and resilient grid of the
future.
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
Guiding Principles
• Leverage what has been done before, no reinventing the wheels
• Focus on business value and objectives in solving real world problems
• Collaborate and coordinate with other relevant smart grid standards
bodies, no duplication of effort and scope
• Time to market is important to provide real solution and standard to the
industry in order to enable field interoperability for on-going deployments
• Flexibility, scalability and backwards compatibility (where feasible) are
critical
• Security should be built into the standard, not an afterthought.
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
OpenFMB Specification – The Key
Components
Reference Architecture
Use Cases
Platform Independent Model (Semantic Model, Messages & Services)
Platform Specific Model (DDS, MQTT and Hybrid, etc.)
Implementation Guidelines
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
OpenFMB – Reference Architecture
•
Duke Energy’s Distributed Intelligence
Platform Reference Architecture Volume I:
Vision Overview provides a great foundation
for the standard development.
•
Task Force will need to review the work
contributed by Duke, and discuss/decide
how to leverage it, and what potential areas
may require more work, such as:
–
–
Security Architecture
Node Classification and Interaction Patterns
(EPRI REC-VEN Concept adopted by OpenADR)
–
–
•
Reference Architecture components – what is
informative vs. what is normative for the
standard
Reference Model relative to other standards
Leverage similar work done from other IoT
standards initiatives.
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
OpenFMB – Use Cases
•
Use Cases will drive the content of OpenFMB 1.0
Specification in terms of model, messages and
services. We must decide a subset of use cases in
the following categories to have a manageable
scope.
•
Use Cases will fall into the following two
categories:
– Functional:
•
•
•
•
•
•
DER Integration
MicroGrid
Distribution Management
DSPP Enablement
Transactive Energy Enablement
……
– Technical:
•
•
•
•
March 4,
2015
Device Management
Network Management
Security Management
……
NAESB OpenFMB TF
Accelerating Grid Modernization
OpenFMB – Platform Independent Model
IEEE
C37
IEC
CIM
IEEE
1588
IEC
61850
DNP3
……
OpenFMB Semantic Model
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
OpenFMB – Platform Specific Model
DDS
REST
MQTT
XMPP
CoAP
AMQP
......
March 4,
2015
NAESB OpenFMB TF
OpenFMB
Protocol Specific Message/Services
Accelerating Grid Modernization
OpenFMB – Implementation and
Compliance Guidelines
• NAESB OpenFMB TF will develop implementation guidelines
• NAESB will look to SGIP to provide framework and guidance on how this
should be accomplished.
• NAESB will look to UCAiug to setup an OPenFMB Users Group to help
promote, implement, and provide testing and certification services.
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
Timeline
March - May
June - August
Requirements
2016
2015
Sept.-Nov.
Design
Jan. – March
Dec.
Draft
Task Force
Voting
30 Day Public
Comment
30 Day
Membership
Ratification
OpenFMB TF
F2F Meeting #2
(TBD)
OpenFMB TF
F2F Meeting #1
(TBD)
OpenFMB Use Case
Prioritization
(April 2, 2015)
DistribuTECH 2016
Feb. 9-11 (Orlando, FL)
NAESB Executive
Committee Meeting on
Feb. 2016
SGIP Engage 2015
(March 4, 2015)
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
OpenFMB Roadmap
2015 – OpenFMB 1.0
2016 – 2017 OpenFMB 2.0
Enhancements
Reference Architecture
New Use Cases
Use Cases
Platform Independent Model (Semantic Model,
Messages & Services)
Platform Specific Model (DDS, MQTT and
Hybrid, etc.)
Expanded Models, Messages and Services
Expanded Models/Services and New Protocols
Enhancements
Implementation Guidelines
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
Next Steps
• We need broad participation in NAESB OpenFMB Task Force
–
–
–
–
Bi-weekly calls
F2F meetings (TBD)
Contribution to specification
Review and feedback
• We want to manage this to accomplish the goals by the end of
this year, with a defined scope and project plan.
March 5, 2015
NAESB OpenFMB TF
Accelerating Grid Modernization
Afternoon Break: 14:15-14:30
Accelerating Grid Modernization
Open Discussions
• Standards Development
Process and Deliverable
• SGIP Annual Meeting
November 3-5
Accelerating Grid Modernization