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HAN Use Case - Load and Energy Management

By Oscar Thomas,2014-09-14 11:27
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UtiltyAMI_20081022_Face-to-Face_Meeting_Minutes

___________________Use Case Load and Energy Management_____________________

Voluntary Use Case

Description:

    Customer reduces their usage in response to pricing or voluntary load reduction events

    A major benefit of the Advanced Metering Infrastructure (AMI) is that it supports customer awareness of their instantaneous kWh electricity pricing, consumption, projected costs, rate tiers and voluntary load reduction program events and it can support the utilities in the achievement of load reduction needs. As we see increased electricity demand on the grid, it may result in energy shortages, therefore triggering the need for utilities to reduce energy consumption in support of grid stability. The AMI will help facilitate load reduction at the customer’s site by communicating instantaneous kWh pricing and voluntary load reduction

    program events to the customer and to various enabling devices connected to the AMI, via a Home Area Network (HAN), each of which contains the requisite AMI-specific functionality at the customer’s site. Voluntary load reduction events may be scheduled with a large

    amount of advanced notice (24 hrs) or near real-time. For the utility to receive the desired customer response, we must provide them timely pricing, event and usage information. Related to this scenario is the measurement of the response to financial incentives, energy price adjustments and other voluntary demand response programs. The customer responses will be used to determine how and/or if they have responded to a pricing event, if the utility needs to launch other demand response events to achieve the needed demand reduction and help the utility determine how to structure future voluntary load reduction programs, to ensure the utility receives the best customer response.

    This scenario includes the actual mechanism to distribute price signals and voluntary load reduction events to customers (direct electronic delivery to the customer meter, display device within the home/business, automated telephone calls, e-mail, pager, commercial broadcast radio, newspapers, etc.). It includes the mechanism by which the AMI will display current pricing and voluntary load reduction event information within the customer’s home/business. The AMI will initiate automatic load reduction at the customer’s site by communicating event and pricing information to customer HAN equipment and the customer HAN equipment will take action based on the customer’s predefined setting. The customer will be able to program their load control specifications and refuse utility load reduction requests with a device within their home/business. The customer will also be able to manually curtail load based upon informational messages communicated to them through the AMI.

    This scenario also includes the actual Home Area Network functionality for customer HAN equipment, describing the scenario for the separate HAN equipment, classes of devices, and AMI-related behavior of the HAN equipment.

    Troubleshooting for installation, registration and event failure should refer to the HAN Use

    Case Maintenance.

___________________Use Case Load and Energy Management_____________________

Use case business rules and assumptions:

    See also HAN Use Case - General Definitions, Assumption, Actors.doc

    If the HAN device offers a display, it is capable of displaying actual price of power for a unit of time and/or providing an indication of relative price (e.g. low, medium, high, critical). The HAN device is capable of differentiating between emergency/reliability and/or price-response event signals.

    If the HAN device offers a display, it is able to display messages comprised of alphanumeric characters, as delivered or triggered remotely from the AMI system.

    Certain HAN devices can distinguish or support various event types and take appropriate action based on the event.

    HAN Devices do not need to register with the Utility AMI system to obtain Utility messaging (e.g. pricing events). However, the customer must enroll in a demand response program or tariff and must register the HAN device with the Utility for the HAN device to confirm its successful actuation of the event.

Definitions:

    See HAN Use Case - General Definitions, Assumption, Actors.doc

Actors:

    See HAN Use Case - General Definitions, Assumption, Actors.doc

    ___________________Use Case Load and Energy Management_____________________

Scenarios (sequenced):

    Utility initiates a voluntary demand response event (e.g. Critical Peak Pricing Event) Triggering Event Primary Actor Pre-Condition Post-Condition The utility HAN Device The Installation Use The customer will determines the Cases are have been notified need for a demand successfully of an event, the response event. completed. event will have

    been The Registration autonomously Use Cases are launched by the successfully AMI system, the completed. HAN Devices will

    have actuated and The Customer the event will Interface has either have ended and been pre-the customer programmed to equipment respond returned to its appropriately to original state. price, consumption,

    load or event

    messages and/or

    the customer has

    manually

    programmed, or

    used the Customer

    Interface to

    program the HAN

    Device.

Steps for this scenario

    These steps apply for both event actuation and restoration to initial HAN device state.

    Step # Actor Description of the Step

    1 AMI system AMI system sends a message to the customer's

    display device and/or control equipment, via Utility

    AMI HAN Interface for customer viewing, that an

    event start time has arrived.

___________________Use Case Load and Energy Management_____________________

Step # Actor Description of the Step

    2 Customer Interface/HAN The customer's display device and/or control Devices equipment receives the message, update the event

    status (e.g. to active) and the control equipment will

    take customer preprogrammed action (e.g. raise

    thermostat by 4 degrees, lower thermostat to

    original state) reacting to pricing and/or event type.

    3 Customer Customer may choose not to participate in economic

    or pricing event. Customer overrides the automatic

    HAN device actuation sequence.

    4 Customer Interface/HAN The customer's display device and/or control Devices equipment may/may not send a receipt that it

    received the event message to AMI (dependent on

    type of customer equipment), via the Utility AMI HAN

    interface. If a message is sent to AMI by the

    display/control equipment, the message includes the

    device ID, message received date/time (in local

    time) by the display/control equipment and action

    taken (e.g. receive event info, raised thermostat by

    4 degrees, A/C off) and date/time action taken. The

    Customer Interface may/may also log events for

    future customer analysis and audit or send events to

    a different Customer Interface to log events. If the

    Customer overrode the event, the message will

    signify message received but overridden by

    Customer.

___________________Use Case Load and Energy Management_____________________

Mandatory Use Case

Description:

    The mandatory load and energy management scenario refers to demand response resources dispatched for reliability purposes. These events are mandatory due to the potential of the demand for power exceeding supply as a result of unexpected power plants going offline or congestion in transmission and/or distribution lines. The customer may be (1) enrolled in or (2) as condition of service be defaulted on a mandatory demand response program used for grid management. For voluntary enrollment in a utility’s program, the customer is generally

    compensated with a credit on their monthly bill.

    Control of a customer’s HVAC can be accomplished via a 2009 California Title 24 building code compliant Programmable Communicating Thermostat (PCT) as the HAN device. Other HAN devices may also include (but not limited to) an energy management system, a pool pump switch, A/C switch, or even a passive device (one that does not actually shed load) such as an in-home display that warns of potential power shortages in the near future or a load shed event in progress. The PCT may act as both a load shedding and passive/informational device. The Utility AMI Gateway will forward curtailment messages to the HAN device(s) capable of receiving this. Upon receipt and successful execution of the load shed, the HAN device may return an acknowledgement back to the Utility AMI, including logging and device status.

    Mandatory load and energy management events do not allow customers the option to override the load shed request. The utility relies on firm load shed to avert rotating outages. Giving customers the option to override a mandatory load shed request increases the possibility a complete power outage. For emergency purposes, the utility must be able to immediately remove a customer off the program due to a medical emergency and restore operation to the HVAC as soon as possible.

    The utility will be informed by at least two levels of advanced warning:

    ; Long term (24 hours) and short term (few hours notice) predicted energy shortages

    ; Emergency shortage (few minutes notice)

    The following is a list of use case scenarios:

    1. Predicted mandatory load curtailment for grid management Warnings are issued

    for possible electrical system overload or potential lack of generation resources.

    2. Customer requests an immediate opt-off due to a medical emergency.

Use Case Business Rules and Assumptions:

    See HAN Use Case - General Definitions, Assumption, Actors.doc

    Medical Opt-out devices are pre-registered or may register upon Customer contacting the Utility to exclude their HAN device from mandatory events.

Use Case Actors:

    See HAN Use Case - General Definitions, Assumption, Actors.doc

___________________Use Case Load and Energy Management_____________________

Use Case Scenarios:

    Utility initiates a mandatory demand response event due to a possible electrical system

    overload or potential lack of generation resources. Warnings issued to customers are optional

Triggering Event Primary Actor Pre-Condition Post-Condition

    The utility HAN Device The Installation Use The customer may

    determines the Cases are have been notified

    need for a demand successfully of an event, the

    response event. completed. event will have

    been The Registration autonomously Use Cases are launched by the successfully AMI system, the completed. HAN Devices will

    have actuated and The HAN Device has the event will been programmed have ended and by the utility to the customer shed load on equipment command. returned to its

    original state.

    Steps for this scenario

    These steps apply for both event actuation and restoration to initial HAN device state.

    Step # Actor Description of the Step

    1a Utility Utility anticipates the need to dispatch a mandatory

    curtailment program.

    1b Utility Utility anticipates the need to dispatch a mandatory

    curtailment program and sends a warning message

    to the customer.

    2 HAN Devices HAN Devices receive the warning message that a

    mandatory event occurred and displays the

    appropriate message (e.g. lights the appropriate

    LED) (** optional step **)

    3 Utility Utility sends a mandatory load shed message.

    4 HAN Devices HAN Devices receive the mandatory load shed

    notification of the scheduled curtailment.

    5 HAN Devices Han Devices enter appropriate “off” and/or “energy

    minimum” state(s).

___________________Use Case Load and Energy Management_____________________

Step # Actor Description of the Step

    6 HAN Devices HAN Devices respond back to the Utility, confirming

    the receipt of the mandatory load shed notification.

    7 Utility Curtailment period ends and Utility AMI system

    sends the command to restore HAN Devices to

    previous state.

    8 HAN Devices HAN Devices restore load on a random restoration

    schedule so as to create minimal impact to the

    distribution system.

    9 HAN Devices HAN Devices respond back to the Utility, confirming

    the receipt of event end notification.

Use Case Scenarios:

    Utility initiates a mandatory demand response event due to a possible electrical system

    overload or potential lack of generation resources. Customer calls the utility to opt-off the

    program due to a medical emergency.

Triggering Event Primary Actor Pre-Condition Post-Condition

    The utility HAN Device The Installation Use The customer is

    determines the Cases are opted-off the

    need for a demand successfully program and

    response event. completed. device being

    controlled by the The Registration HAN device is Use Cases are restored to the successfully initial state. completed.

    The HAN Device has

    been programmed

    by the utility to

    shed load on

    command.

    Steps for this scenario

    These steps apply for both event actuation and opting the customer off the program.

___________________Use Case Load and Energy Management_____________________

Step # Actor Description of the Step

    1 HAN Devices HAN Devices receive the notification to start the

    curtailment.

    2 HAN Devices Han Devices enter appropriate “off” and/or “energy

    minimum” state(s).

    3 HAN Devices HAN Devices respond back to the Utility, confirming

    the receipt of the mandatory load shed notification.

    4 Customer Customer contacts the Utility to restore load.

    5 Utility Utility sends the message to un-register and restore

    load to the appropriate HAN Devices.

    6 HAN Devices HAN Devices un-register from mandatory load and

    energy management program and immediately

    restore load.

    7 HAN Devices HAN Devices respond back to the Utility, confirming

    the device has received the command to un-register

    and load is restored.

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