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Implementing the Smart Grid: Enterprise Information Integration Presented at Grid Interop Forum Albuquerque, NM November 9, 2007 By Ali Ipakchi, VP, Integration Services ML Chan, Sr. Principal Consultant KEMA, Inc. 1 Smart Grid Business Drivers An emerging new Business Environment Greenhouse Gases Operational Efficiency Renewable Resources Aging Infrastructure SG Demand Response Aging Workforce SECURITY & QUALITY OF SUPPLY Capacity Supply Reliability Power Quality 2 The Smart Grid of The Future 20th Century Grid 21st Century Smart Grid Electromechanical Digital Very limited or one-way communications Two-way communications every where Few, if any, sensors – “Blind” Operation Monitors and sensors throughout – usage, system status, equipment condition Limited control over power flows Pervasive control systems - substation, distribution & feeder automation Reliability concerns – Manual restoration Adaptive protection, Semi-automated restoration and, eventually, selfhealing Sub-optimal asset utilization Asset life and system capacity extensions through condition monitoring and dynamic limits Stand-alone information systems and applications Enterprise Level Information Integration, inter-operability and coordinated automation Very limited, if any, distributed resources Large penetrations of distributed, Intermittent and demand-side resources Carbon based generation Carbon Limits and Green Power Credits Emergency decisions by committee and phone Decision support systems, predictive reliability Limited price information, static tariff Full price information, dynamic tariff, demand response Few customer choices Many customer choices, value adder services, integrated demand-side automation 3 Smart Grid Challenges • Business – Roadmap uncertainties: regulatory and cost recovery – Risk averseness: impact on existing operations and practices – Changing customer and market expectations • Technology – Complexity of the just-in-time power delivery operations – Potential scope of impact – Limited industry supported standards for the technology and its interoperability • IEEE, ANSI and other regional and utility standards: Network Design, Interconnections, and operations • IEC TC57: IEC61850 for SA, IEC61968 for DMS – IEC61970 for EMS – CIM and its extensions – Sluggishness of the established vendor community and the potential risks of emerging and smaller suppliers • Process – Traditional organizational roles and responsibilities and business practices limit the required innovations • People – Multi-disciplinary nature of required changes – Aging workforce and limited availability of in-house expertise 4 Smart Grid Building Blocks – – – – • Regulatory Incentives Organizational Capabilities Business Processes Roles & Responsibilities - Skills Technology – Supply Side • • – Distributed & Demand-Side Resources Interconnections and Micro-Grids Network Design Protection and Control Strategies Asset Management & Utilization Information Technologies • • • • Data Communications Data Management Enterprise Level Integration and Interoperability Intelligent Applications Organizational Capabilities Business Processes Systems and Data Integration / Interoperability Power Delivery • • • – People & & People Process Process • Environment – Conservation Reliability Policy Policy Regulatory & Market Incentives Technology Technology • Data Processing, Analysis & Intelligent Applications Data Communications Grid Design & Configuration Intelligent Devices; Metering. Protection, Control & Monitoring Equipment Demand-Side Automation Distributed Generation Technologies 5 Smart Grid Requires an End-to-End Operational View • Individual technologies and enablers are critical components – E.g., high-bandwidth, secure, and two-way communications infrastructure • However, real benefits are achieved when considering the endto-end impact and integration Power Delivery & Customer Services Operations WMS AMI Back-end SG Front-end T&D Field Devices, Sensors & Comms Equipment Distributed Resources Customers Renewable Resource MWF Web Access ERP CIS MDM Asset Mgmt System Backhaul Comms GIS OMS Billing & Settlements Ops Data Mart Forecasting & Scheduling ISO & Energy Markets EMS Data Collection DMS, DSM SCADA Substations Local Comms Demand Response & Enhanced Automation Substation Automation Condition Monitoring Distribution Automation Distributed Generation Stakeholders 6 Smart Grid Also Requires A Holistic View Of The Business • Examples: – Advanced Metering • Customer Services (metering) – System Operations (DSM and Distribution Automation) Planning & & Engineering Engineering Planning – Requires a resistance to the lure of easier short-term solutions made with a “silo” mentality Asset Management Management Asset High values are gained through projects crossing organizational Boundaries Customer Services Services Customer collaboration T&D System System Operations Operations T&D – Decisions require between business units • Greater Operational Coordination Changes touch many parts of the organization Power Supply Supply Power • – Outage Management • Customer Service & System Operations, Enterprise systems – Asset Management – System Ops • • • People: Organizations, Responsibilities, Skills Process: Roles, Information & Work Flow Technology: Information, Automation 7 Example: Improved Reliability Through OMS/DMS/AMI Integration Integrating Outage Management with GIS, SCADA, AMI and Mobile Workforce Automation Sample SAIDI Values 160 Last gasp and outage verification from meters Network Connectivity from GIS Integration with SCADA/DMS remote switching Mobile workforce dispatch and communications • Significant Improvements in SAIDI • Timely and Accurate Data to Customers 140 120 US Averages 100 80 US Best Practices 60 Field Crew MWF WMS 20 Hong Kong UK Average Scotland Florida Texas Midwest AMI Southern California MDM Northern California SCADA 0 Pacific NorthWest IVR Midwest - Rural CIS Customers DA 40 Altantic GIS OMS DMS EU Averages Singapore – – – – 180 Minutes • Best Practices 8 Example: Management of Distributed & Demand Side Resources Solar PV ` Power Factor Feeder Breaker Coordinated Voltage VAr Control Capacitor Controller Regulator Controller Meter Connector Demand Response Data Communications + - + - Storage, Plug-in Vehicle DA DMS DSM MDM Generation Market Ops Scheduling Dispatch SCADA GIS CIS Electrical Network Billing Settlements • Large penetration levels require significant data management – – – • • Information Network Aggregation, scheduling, market operations, billing and settlements Distribution voltage and power quality management, distribution automation Islanding and micro-grid operations Electrical Network need to be supported by an Information Network Project and technology synergies need to be fully explored and exploited 9 Example: Asset Management - Condition Based Maintenance and Inspection Breaker ` Capacitor Controller Continuous, Scheduled and/or Event Driven Condition Observations Information Network Meter Connector Data Communications Electrical Network MWF Regulator Controller Ops Data Mart Condition Monitoring MDM Dynamic Limits ERP WMS Asset Mgmt SCADA GIS DMS OMS • • • • EMS Equipment Life Extension, System Capacity Expansion Equipment performance and failure probabilistic model Improve O&M efficiencies - Improve maintenance processes Reduce number of “catastrophic” failures 10 A Utility of the Future Vision Higher values are gained through enterprise level information and process integration Executive Dashboards Asset Management CBM Maintenance History Corporate Assets D/B InterOperability Engineering & Field Services MWM WMS GIS Protection & Control EMS HR DMS OMS DSM Integration Reporting Planning & Design Load Analysis Network Analysis Planning Studies Information System Operations SCADA Enterprise Projects Supply Finance Chain Budgeting Customer Services MDM/S CIS CRM IVR Billing Data Communications Plants Renewable Resources Substation Automation Distribution/Feeder Automation Advanced Metering In-Home Network & Automation 11 Smart Grid Technology Implementation Considerations • An end-to-end and holistic view is required • Data integration and data management is a key requirement End-to-End Business Requirements Business Processes Software / Automation Applications Enterprise Data Assets Enterprise Integration Strategy Business Solution Information Integration & Access Technologies 12 Utility Enterprise Information Management • • Identify the Enterprise Data Assets Establish System of Records – • Version of Truth – Master Data Define Enterprise Data Management Disciplines – Data Stewardship, Data Organization, Content Management, Data Access • • Data Ownership, Data Modeling Standards, Data Maintenance Data Marts and Data Federation Enterprise Integration EMS / SCADA Operational Data OMS / DMS Outage Data AMI Metering Data CIS Customer Data Enterprise Data Assets Geo-Spatial Data GIS Asset Data Asset Management Project Data Work Management Personnel Data ERP (HR) 13 Enterprise Information Integration • Integration of messages, events & notifications – Message Service Bus – • Integration of Operational and Business Data – • • Real-time, queuing and guaranteed delivery Published Data Schemas, Data Access, Data Federation and Data Marts Service Oriented Integration Strategies Functionality and flexibility needed to support utility operations and business Enterprise Integration EMS / SCADA Operational Data OMS / DMS Outage Data AMI Metering Data CIS Customer Data Process Integration – Messages, Events, Alarms, Etc. Data Integration Geo-Spatial Data GIS Asset Data Asset Management Project Data Work Management Personnel Data ERP (HR) 14 A Case Study • Utility Vision – To make the diverse T&D operational data available to the users across company end-users and functional areas: • • • • Where and when needed; Right person gets the right data; In a form that is most useful to the users; and While ensuring high levels of data quality. – Correlate operational data and knowledge into meaningful information about the overall health of power systems • Coverage of Scope – People: Regions, Asset Management, System Operations, Technical Services, Engineering, Constructions, Operations – Process: T&D Business Life Cycle – Technology: Operational Systems, Applications, and Data 15 Current State Assessment: Observations • Improvement areas – – – – – – Many systems but separate and un-integrated database Lack of company-wide guidelines for data management Unclear data ownership and custodianship A need for defining a single authoritative source for each data group No common definitions, formats, and units of measure for master data A need for performance indices to measure, monitor, and manage data quality and data services – Lack of the concept “utilizing data” and therefore insufficient quality control on data input • Can further improve Operational Efficiency, Effectiveness, Reliability and Safety GeoSpatial AM/FM GIS Data CSPS LVSS Data Customers & Outage TCOM Enterprise Apps Process Control SAP Data Assets SAP Data WMS DMS Data EMS Data Planning & Design DNAS NPSP NPBS Etc. ODGAM Protection Data Relay Data Etc. Engineering Services 16 Current State Assessment: Summary • The utility puts significant effort to collect operational data. • The data can be further utilized to speed up operational decisions • The following two aspects are critical to developing high-value operational intelligence applications: – Data quality – Information integration infrastructure • The utility should: – Improve data quality by establishing enterprise data management policy – Set up enterprise architecture framework to minimize the development and operating costs – Implement Smart Grid applications to reap benefits 17 Users Users Applications Users Users Applications Applications Users Enterprise Architectural Framework Data Portal Data Mart Integration Infrastructure Information Management Principles Data Governance 18 Information Management Principles Stewardship (Chain-of-custody) Content Organization (Quality) (Definition) Data Access Presentation (Readiness) (Presentation) Integration 19 Apply Best Practices to IT Systems: Implementation Steps • • Identify the utility’s key Data Assets Apply Information Management Principles – Data “Quality” Program – Define Data Stewardship - Governance – Formalize Data Organization – Operational Data Modeling & Mgmt Standards – Implement Data Content Management – SLA • Establish a Reference Architecture for Enterprise-wide Data Access – Data Access and Integration Framework - Data Mart Concept – Data Transformation and Presentment – Data Portal Concept • Implement Key System Capabilities to Close High-Value Gaps – Operational Data Warehouse – DMS and Field Data – Operational Data Portal • Utilize the Capabilities to Improve Operational Efficiencies – Condition-based Inspection and Maintenance – Intelligent Outage Restoration System – Advanced project planning, design and commissioning 20 Roadmap to Smart Grid / Utility of the Future • Strategic Planning – Phased Implementation Approach • Transformation from a “Silo-Based” Business • Business Case Analysis Costs Benefits EX EN LL CE M EN T VI RO N S SG N O EN TI RA PE CE – Data and applications O – Organizational – People – Technology • Practical and Leveraged Solutions • Interoperability Standards D Application A Cost Benefit Gap Apps B C Incremental Cost Base Cost • Enabling and Foundational Capabilities Cost Benefits – Business Supported and Business Driven Initiatives – Project Synergies Net Benefits SECURITY & QUALITY OF SUPPLY • First Movers 21 Thank You ! 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