TechnicalBriefing20130109 - Open Smart Grid - OpenSG

Report
Green
Button
Initiative
GREEN BUTTON TECH
STATUS
1/9/2013
Marty Burns and Dave Wollman
Agenda
2

Green Button Organizationally

Initiative


Standards and Testing and Certification






Information Model
XML Tools – XSD, XSLT
GBDMD
GBCMD
Utility Back End Infrastructure
Tools





SGIP PAP20, NAESB, UCAIug OpenADE
Green Button Technology


Nick, Chris, Monisha, Dave, Ian, Marty
SDK
OpenESPI
www.greenbuttondata.org
http://en.openei.org/apps/
Testing and Certification


Green Button Test Plan
Green Button Test Plan SW Tools
3
Green Button Organizationally
Green Button
4
• Green Button is an industry-led effort to provide electricity
customers with access to their energy usage data via a "Green
Button" on electric utilities' websites.

Green Button is

A policy


A brand



Whitehouse initiative
Green Button Logo implies specific capabilities
Interoperability standards and testing and
certification ensure those expectations are met
A set of technologies and associated standards


Green Button Download My Data (ESPI data file)
Green Button Connect My Data (ESPI
automated exchange)
An overnight success … years in the making
5
OpenADE (Open Automated Data Exchange)


NIST SGIP Priority Action Plan



Early requirements effort for securely sharing
energy information with third parties
Accelerates issue resolution and consensus
development
OpenADE / SGIP inputs to NAESB standard
REQ21

Energy Services Provider Interface (ESPI)

Privacy: REQ22 Third Party Access to Smart-Meterbased Information
Flexible file format basis for Green Button

initial implementation use a subset of ESPI and
energy usage information.
Key US Government Roles in Smart Grid
$ R&D
(and ARRA – stimulus
funding),
National Labs
Public Consultation,
Utility Engagement,
Agency Coordination
Industry
Coordination,
R&D
OSTP/CEQ &
Smart Grid Task
Force
Interagency
Coordination
State Regulators
NARUC – National
Association of Regulatory
Utility Commissioners
Federal
Energy
Regulatory
Commission
Standards
Developing
Organizations
6
Regulatory Structure
NERC – North American Electric Reliability Corporation
NAESB – North American Energy Standards Board
NIST Smart Grid Interoperability Panel
7

Public-private partnership created in Nov. 2009

Approx. 750 member organizations, 1900+ participants

Open, public process with international participation

Coordinates standards development


Identifies Requirements

Prioritizes standards development programs

Works with over 20 SDOs including IEC, ISO, ITU, IEEE, …

Significant international participation
Web-based participation
SGIP Twiki:
http://collaborate.nist.gov/twikisggrid/bin/view/SmartGrid/SGIP
Role of NAESB
8

Maintains the Energy Usage Information standard
REQ18/WEQ19


Maintenance Update
Maintains the Energy Services Provider Interface
REQ21
Errata update
 Lessons learned enhancements

Role of UCAIug
9

Establish Green Button brand
Guard brand on behalf of certificate holders
 Pool marketing resources to promote brand
 Work with DOE/VA on Branding
 Organize interop tests and manage marketplace
feedback


Provide for certification of implementations
Establish an ITCA (based on NIST’s SGIP IPRM V.2)
 Implement testing and certification processes
 Develop the test plan specifications and software tools
to enable certification by authorized test labs

10
SGIP PAP20: Green Button ESPI Evolution
Roadmap Going Forward …
SGIP PAP
Activities:
PAP 20
Coordinates
with
Requirements for
Green Button and
ESPI Rollout
CSWG
Facilitate/Coordina
te SGIP interactions
Specification Deliverables:
Standards
(NAESB)
T&C
(UCAIug)
Implementation
(EnergyOS)
Privacy assurance
recommendations
Cybersecurity
recommendations
for EUI exchanges
SGTCC
Test plan
consistency
ITCA assurances
SGIMC
Requirements for
standards and test
criteria
Education on implementation
strategies, standards, use cases
and test criteria
How to Reduce Barriers to Penetration
Barriers Impede
Penetration of New
Technology
NAESB
Activation
Energy
Potential
Energy
Benefits Drive
Penetration of New
Technology
UCAIug
Users Groups
•Implementation agreements
•Labeling and Test
Certifications
•Issues resolution
OpenESPI
Reference Implementations
•Open Source Running Code
•Development projects
•“golden unit”
Green Button as
Catalyst Speeds
Penetration
Green Button Technology
Accurate but useful?
13
14
Indirect But Fascinating: Green Button spurs
innovation in new areas

Insight: entrepreneur-created web portals
analyze energy usage and provide actionable
tips;

Heating and Cooling: customized heating and
cooling activities for savings and comfort;

Education: community and student energy
efficiency competitions;

Retrofits: improved decision-support tools to
facilitate energy efficiency retrofits;

Verification: measurement of energy
efficiency investments;

Real Estate: provide energy costs for tenants
and/or new home purchasers; and

Solar: optimize the size and cost-effectiveness
of rooftop solar
Composition and Atom Feed
Syntactic Model
Atom Feed View
Information Model
Profile View
AtomFeed
0..1
LocalTime
Parameters
links
entrys
Entry:UsagePoint
UsagePoint
1
ServiceCategory
Entry:MeterReading
0..*
MeterReading
Entry:ReadingType
Entry:IntervalBlock
0..*
LocalTime
Parameters
IntervalBlock
0..*
0..*
Entry:ElectricPowerUs
ageSummary
0..*
ElectricPower
Usage
Summary
1
IntervalReading
ReadingType
ElectricPower
Quality
Summary
Note: This information is
multidimensional. Many different
reading types, summaries, and
readings possible. i.e. not “flat”
0..*
ReadingQuality
Roles and Relationships in Green Button Connect My Data
16
Data Custodian
Web
Service
Provider
Web
Portal
Green Button
Download My Data
Green Button
Connect My Data
Automated Transfer
One-time
Authorization
User
(agent)
Retail Customer
Third Party
Web
Service
Consumer
Web
Portal
Download/Connect My Data and the Utility Enterprise
Edge
Utility Enterprise
MDMA
Has EUI
Billing
System
Has Cost
Green Button
Data W/O Cost
Green Button
Data W/ Cost
Web
GUI Web
Interface
Web Portal
RESTful
Web
Services
Green Button
Download My
Data
Green Button
Connect My
Data
Tools
19
Web Technologies for Definition and
Presentation of EUI File Format
XML Schema (XSD)
• Describes the rules of
file format
Standard EUI file Format
XML
• Contains customer EUI
data in standard file
format and references to
XSD and XSLT
XSLT
• Defines how to
transform for humans
X
Alternate paths to EUI – single format
Sources of EUI
Via: ESPI, SEP2, Web Portal
Power
Utility
Single Data Format: all at once
Acknowledgements to graphics owners
Single Data Format: as sequence
Uses of EUI
SDK: Sample Data File Generator
21
Table
Driven
Data
Simulated
Data
SDK: Green Button Data File Generator
22
Set the structure of the intervals and blocks
Set weightings for weekdays
and weekends
Weighting and Profile Results
Weighting
Weekday
Time of Day for reference profiles
12:00:00 AM
1:00:00 AM
2:00:00 AM
3:00:00 AM
4:00:00 AM
5:00:00 AM
6:00:00 AM
7:00:00 AM
8:00:00 AM
9:00:00 AM
10:00:00 AM
11:00:00 AM
12:00:00 PM
1:00:00 PM
2:00:00 PM
3:00:00 PM
4:00:00 PM
5:00:00 PM
6:00:00 PM
7:00:00 PM
8:00:00 PM
9:00:00 PM
10:00:00 PM
11:00:00 PM
Total
Weekend
1
1
1
1
1
3
5
5
5
5
3
3
3
3
3
3
3
4
5
5
5
5
3
1
77
1
1
1
1
1
3
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
3
96
Cost Weighting
Weekday
Weekend
1
1
1
1
1
1
2
2
2
2
2
2
2
2
4
6
8
10
10
8
6
4
2
1
81
1
1
1
1
1
1
2
2
2
2
2
2
2
2
3
4
5
5
5
4
3
2
1
1
55
SDK: Green Button Data from Table
23
SDK: VBA
24
Sample VBA code implementing Green Button File Generation
SDK: Green Button Sample XSLT
25
XSLT
XML
<ElectricPowerUsageSummary xmlns="http://naesb.org/espi">
<billingPeriod>
<duration>2592000</duration>
<start>1314835200</start>
</billingPeriod>
<billLastPeriod>24820832</billLastPeriod>
<billToDate>2060508</billToDate>
<costAdditionalLastPeriod>1489250</costAdditionalLastPeriod>
<currency>840</currency>
<currentBillingPeriodOverAllConsumption>
<powerOfTenMultiplier>3</powerOfTenMultiplier>
<timeStamp>1317599999</timeStamp>
<uom>72</uom>
<value>157</value>
</currentBillingPeriodOverAllConsumption>
<qualityOfReading>14</qualityOfReading>
<statusTimeStamp>1317599999</statusTimeStamp>
</ElectricPowerUsageSummary>
HTML
Summary of Electric Power Usage Information*
* Note: Quality of this summary and information is "raw: data that has n
validation, editing and estimation process"
Current billing period as of: 2011-10-02 23:59:59
Curency: US Dollar
Cost of usage(US Dollar): 20.61
Consumption(Real energy (Watt-hours)) :157
Last billing period: 2011-09-01 00:00:00 to 2011-10-01 00:00:00
Bill last period(US Dollar): 248.21
Cost of usage last billing period (US Dollar): 233.32
Cost additional last period (taxes and other fixed charges) (US Dollar):
SDK: GreenButtonDataStyleSheet.xslt
26
Parses XML File for
components and renders:
UsagePoint
ElectricPowerUsageSummary
MeterReading
IntervalBlock
IntervalReadings
Green Button Data Test Site
27

http://greenbuttondata.org/greendevelop.aspx
15 minute load profile for 15 days.
 daily load profile for 45 days.
 hourly load profile for 32 days.
 Additional data sets

 Gas usage
 Water
usage
 Daily Profile for one year
 Sequence of 12 months contiguous data files for same
UsagePoint
www.GreenButtonData.org
See http://www.greenbuttondata.org/greendevelop.aspx
Select
Sample
Data Set
View
Sample
Data
Download
Sample
Data
https://github.com/energyos/OpenESPI
Green Button SDK
Golden Unit
Implementations
Test Tools
http://en.openei.org/apps/?keyword=Green%2
0Button%20Apps
30
Testing and Certification
Why We Need Certification
32



Testing and Certification affords implementers confidence that
they will likely interoperate with other independently
developed implementations
Minimum agreed performance threshold gives interoperability
value and therefore increases the value of the brand
Dispersion of implementations costs implementers



Exception handling code quickly exceeds implementation code
Differences risk functionality apps depend on
Dispersion of implementations costs Data Custodians


Need to deal with Third Parties with different needs and
expectations
Unwanted support calls from consumers about difficulties with
their apps due to inconsistent implementation
Conformance Testing vs. Certification
33


Conformance testing evaluates all implemented
features of the standard including implementation
agreements
Certification testing evaluates a subset of
conformance tests based on one or more specific
profiles using protocol implementation conformance
statements (PICs)
Interoperability Testing and Certification Authority (ITCA)
34

UCA International Users Group (UCAIug) is
seeking Accreditation Bodies (AB),
Certification Bodies (CB), and Conformity
and Interoperability Test Laboratories (TL)
to participate in implementing UCAIug’s
Green Button product certification
program. This program will include:



Design and implementation of one or more
UCAIug certification test programs based
on the ESPI NAESB REQ.21 Standard and
the UCAIug Quality Assurance Program (see
Section 1.3 for reference)
Collaboration with the UCAIug certification
test tool partner to smoothly implement
the certification test tools and promptly
report any errors found during the process
Advise UCAIug on program
implementation
How Testing And Certification Is to be Accomplished
35

OpenADE Task Force develops requirements and
implementation agreements for ESPI and produces a
test plan that encompasses
Green Button Download My Data
 Green Button Connect My Data



OpenADE Task moves test plan matrix (spreadsheet)
forward to provide basis for test plan and tools
EPRI Green Button Download and Automated Data
Exchange Conformance Suite
Builds out test plan to deliverable status
 Builds implementing test tools

36
Green Button Test Plan
Requirements Hierarchy
Applications Profiles
•Section 3 GBTP
Function Blocks
•Section 5 GBTP
Test Requirements
•Rows of GBTC spreadsheet
•From source documents
•From experience
Test Cases
•Rows of GBTC spreadsheet
GBTP – Green Button Test Plan Document
GBTC – Green Button Test Cases Spreadsheet
Green Button Test Plan
37

Application Profiles






Green Button Download
My Data
Green Button Connect
My Data
Smart Device acquires
Green Button Data from
Data Custodian
Third Party acquires large
batches of Green Button
Data from single Utility
Original reads (Catch up
data)
Collecting Sub-metering
Data

Function Blocks


Data Custodian Role












[FB_1]Common
[FB_2]Green Button Download My Data
[FB_3]Green Button Connect My Data
[FB_4] Interval Metering
[FB_12] Cost of Interval Data
[FB_13] Security and Privacy classes
[FB_14] Authorization and Authentication
[FB_15] Usage Summary
[FB_16] Usage Summary with Cost
[FB_17] Power Quality Summary
[FB_18] Multiple UsagePoints
[FB_19] Partial update data
Third Party Role






[FB_20]Green Button Download My Data
[FB_21]Green Button Connect My Data
[FB_22] Security and Privacy classes
[FB_23] Authorization and Authentication –
Third Party Role
[FB_24] Request bulk of UsagePoints from
DataCustodian
[FB_25] Request of Partial Update Data
What do we have
38

Green Button SDK
Data set generator
 Simulated data sets
 Derived Schema(s) to define conformance profiles
 OpenESPI realization of Data Custodian and Third Party


Test Plan So Far
Test Plan Document (GreenButtonTestPlan.docx)
 Test Plan PICs Starter (GreenButtonProformaPICS.docx)
 Over 160 draft individual test case descriptions
(GreenButtonTestCases.xlsm)

Testing of Green Button
39

Green Button Download My Data

Library of unit conformance tests for
Data contents
 Internal reference consistency
 Self description of data file (e.g. units of measure included with
measurements)


Implementation Profiles
Based on CA IOU implementation agreements plus lessons
learned
 PICs for implementation assertion


Green Button Connect My Data


Green Button Download My Data for baseline
Protocol tests for 12 Use Cases
Composition of Test Plan
40

Test Plan Document
Identifies standard and background
 Identifies profile definitions and implementation
agreements

 Includes
PICs statement proforma
Describes the test library
 Has machine readable annex with test descriptions


Test Plan Software (implements test descriptions)
Schema
 Schematron
 Test Vectors (know good files)

GreenButtonTestCases.xlsm
41

Each Row of spreadsheet (simplified)
Test ID – unique id of test
 Test Requirement – identifies requirement for test
 Test Method – demonstration, test, analysis, inspection
 Test Procedure – how to conduct the test (script, steps,
etc…)
 Test Results – how to interpret results


Spreadsheet has macro to:
Generate Test Cases part of Test Plan document
 Generate Test Requirements part of Test Plan
Document (macro tbd)

Testing Green Button Download My Data
42

Green Button Data is XML


XSD Tests the structure and composition of a file
(XML) against a data type description


<UsagePoint xmlns=http://naesb.org/espi/>
<ComplexType name=“UsagePoint”/>
Schematron is based on XSLT and XPATH to allow for
assertion based assessments of the contents of an
XML file

<sch:assert test="sum(Interval/value) = 100“/>
Other Tests
43

Inspection
View of web sites
 File names
 Inidicia

 icons
 notices

Demonstration


User Interface requirements as needed
Analysis (if needed)
Testing Green Button Connect My Data
44

Scenario testing
Protocol evaluation
 Success scenarios

 “connect”
establishment
 “connect” removal
 “connect” data exchange
 Push
 Pull
 Batch

Failure scenarios
 Dropped
tokens
 Lost messages state
Green Button Connect My Data
45
uc ESPI Use Case Diagram
Establish Relationships
2: Retail Customer
Authorizes Authorized
Third Party Resource
Access v ia Data
Custodian
Terminate Relationships
3: Retail Customer Modifies
Resource Authorization
4: Retail Customer Rev okes
Resource Authorization
5: Data Custodian Rev okes
Resource Authorization
1: Authorized Third Party
Establishes Relationship
With Data Custodian
6: Authorized Third Party
Terminates Relationship
RetailCustomer
DataCustodian
AuthorizedThirdParty
7: Authorized Third Party
Establishes Subscription
w ith Data Custodian Asynchronous
8: Authorized Third Party
Requests EUI from Data
Custodian - Asynchronous
12: Authorized Third Party
Requests EUI from Data
Custodian - Synchronous
9: Data Custodian Sends
(Pushes) EUI to Authorized
Third Party - Asynchronous
10: Data Custodian Notifies
Authorized Third Party of EUI
Av ailability - Asynchronous
11: Authorized Third Party
Receiv es (Pulls) Requested
EUI from Data Custodian Asynchronous
Asynchronous
Operational Activities
Synchronous
Test Environment: Example with ThirdParty under test
46
OpenESPI with
Test Aspect
Subproject of
OpenESPI
Test
Stimulus
Engine
Proxy:
DataCustodian
UUT:
ThirdParty
There needs to be
one “Proxy” for
each role to use in
testing the specific
UUT role.
These are expected
virtual URL-links
used to
exercise/test the
implementation
remotely
Instrumentation
Test Harness
47
Green Button Download and Automated Data
Exchange Conformance Suite
EPRI Project Team
Contributions
UCAIug
Link to EPRI
project
description
OpenADE
Task Force
Requirements and
Test Plan
SW Development Test
Implementation
OpenESPI / Green Button Apache Licensed Open Source
Development Project
Commercial Products
ESPI Implementations
Commercial Products
Certification Test Tools
Commercial $$ Products and Services
Open Source
Apache 2.0
License
UCAIug
Certifications Tools
Technical Activities
48
Smart Grid Interoperability Panel (SGIP)
SGIP PAP20 Green Button ESPI evolution: http://collaborate.nist.gov/twikisggrid/bin/view/SmartGrid/GreenButtonESPIEvolution
SGIP Green Button Initiative TWiki: https://collaborate.nist.gov/twiki-sggrid/bin/view/SmartGrid/GreenButtonInitiative
SGIP Green Button FAQ: https://collaborate.nist.gov/twiki-sggrid/bin/view/SmartGrid/GreenButtonFAQ
Standards:
NAESB PAP10 Task Force Project Page : http://www.naesb.org/smart_grid_pap10.asp
NAESB ESPI Task Force Project Page : http://www.naesb.org/espi_task_force.asp
NAESB ESPI and PAP10 email lists: to subscribe contact Denise Rager at NAESB - [email protected]
NAESB Green Button Portal - http://www.naesb.org/ESPI_Standards.asp
Users Group:
UCAIug OpenADE Task Force Home Page: http://osgug.ucaiug.org/sgsystems/OpenADE/default.aspx
UCAIug OpenADE Mail List: http://www.smartgridlistserv.org/cgi/wa.exe?A0=OPENSG-OPENADE
UCAIug OpenADE Meetings: tuesdays at 3:00 EST - https://www2.gotomeeting.com/join/844935738, 415-363-0070 #844935-738
UCAIug OpenADE Green Button Issues List: http://osgug.ucaiug.org/HelpDesk/Lists/servicerequests/GreenButton.aspx
Open Source Implementations and tools:
EnergyOS OpenESPI Mail List: http://groups.google.com/group/energyos_espi/subscribe?hl=en
EnergyOS OpenESPI Web Site: http://www.openespi.org/
EnergyOS OpenESPI Meetings: mondays at 12:00 EST - https://www2.gotomeeting.com/join/129392235, +1 (516) 4530010 #129-392-235
EnergyOS OpenESPI GitHub: https://github.com/energyos/OpenESPI
EnergyOS OpenESPI GitHub Issues List: https://github.com/energyos/OpenESPI/issues
General OpenESPI information: https://github.com/energyos/OpenESPI/wiki/
Energy OS home page: http://energyos.org/
Other:
NREL OpenEnergyInfo Green Button Apps Repository: http://en.openei.org/wiki/Main_Page
Green Button Data Sample/Developmental Web Site: http://www.greenbuttondata.org

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