Green Button Initiative GREEN BUTTON TECH STATUS 192013
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 PAP 20, NAESB, UCAIug Open. ADE Green Button Technology Nick, Chris, Monisha, Dave, Ian, Marty SDK Open. ESPI www. greenbuttondata. org http: //en. openei. org/apps/ Testing and Certification 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 Open. ADE (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 Open. ADE / SGIP inputs to NAESB standard REQ 21 Energy Services Provider Interface (ESPI) Privacy: REQ 22 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 Standards Developing Organizations 6 OSTP/CEQ & Smart Grid Task Force Interagency Coordination State Regulators NARUC – National Association of Regulatory Utility Commissioners Federal Energy Regulatory Commission 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/Smart. Grid/SGIP
Role of NAESB 8 Maintains the Energy Usage Information standard REQ 18/WEQ 19 Maintenance Update Maintains the Energy Services Provider Interface REQ 21 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 PAP 20: Green Button ESPI Evolution Roadmap Going Forward … SGIP PAP Activities: PAP 20 Coordinates with Requirements for Green Button and ESPI Rollout Facilitate/Coordi nate SGIP interactions CSWG Privacy assurance recommendatio ns Cybersecurity recommendatio ns for EUI exchanges SGTC C Test plan consistency ITCA assurances SGIM C Requirements for standards and test criteria Education on implementation strategies, standards, use cases and test criteria Specification Deliverables: Standards (NAESB) T&C (UCAIug) REQ. 18/WEQ. 19 Maintenance Update ESPI Errata Update REQ. 21/REQ. 22 ESPI New Reqs Update Green Button Download My Data Test Plan Green Button Connect My Data Test Plan UCAIug ITCA Implementation Green Button (Energy. OS) SDK Open. ESPI International Version
How to Reduce Barriers to Penetration Barriers Impede Penetration of New Technology NAESB Activation Energy Standards • Consensus among stakeholders • Maintenance and evolution Potential Energy Benefits Drive Penetration of New Technology Interoperable products and services UCAIug Users Groups • Implementation agreements • Labeling and Test Certifications • Issues resolution Open. ESPI 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 Atom. Feed 0. . 1 Local. Time Parameters links entrys Entry: Usage. Point Entry: Meter. Readin g 0. . * Entry: Reading. Typ e Entry: Interval. Block 0. . * Local. Time Parameters Service. Category Meter. Reading 0. . * Interval. Block 0. . * Entry: Electric. Powe r. Usage. Summary 1 Electric. Power Usage Summary 1 Interval. Reading. Type Electric. Power Quality Summary Note: This information is multidimensional. Many different reading types, summaries, and readings possible. i. e. not “flat” 0. . * Reading. Quality
Roles and Relationships in Green Button Connect My Data 16 Data Custodian Green Button Connect My Data Web Service Provider Automated Transfer Web Portal One-time Authorization Green Button Download My Data User (agent) Retail Customer Third Party Web Service Consum er 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 XML • Contains customer EUI data in standard file format and references to XSD and XSLT • Defines how to transform for humans Standard EUI file Format X
Alternate paths to EUI – single format Sources of EUI Via: ESPI, SEP 2, 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
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 HTML
SDK: Green. Button. Data. Style. Sheet. xslt 26 Parses XML File for components and renders: Usage. Point Electric. Power. Usage. Sum mary Meter. Reading Interval. Block Interval. Readings
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 Usage. Point
www. Green. Button. Data. org See http: //www. greenbuttondata. org/greendevelop. aspx Select Sample Data Set View Sample Data Download Sample Data
https: //github. com/energyos/Open. ESPI Green Button SDK Golden Unit Implementations Test Tools
http: //en. openei. org/apps/? keyword=Green%2 0 Button%20 Apps 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 Open. ADE 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 Open. ADE 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 Usage. Points [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 Usage. Points from Data. Custodian [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 Open. ESPI realization of Data Custodian and Third Party Test Plan So Far Test Plan Document (Green. Button. Test. Plan. docx) Test Plan PICs Starter (Green. Button. Proforma. PICS. docx) Over 160 draft individual test case descriptions (Green. Button. Test. Cases. 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) Schematron Test Vectors (know good files)
Green. Button. Test. Cases. 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 <Usage. Point xmlns=http: //naesb. org/espi/> <Complex. Type name=“Usage. Point”/> 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)
44 Testing Green Button Connect My Data 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
Test Environment: Example with Third. Party under test 46 Open. ESPI with Test Aspect Proxy: Data. Custodi an Test Stimulus Engine Subproject of Open. ESPI UUT: Third. Party 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 Open. ADE Task Force Requirements and Test Plan SW Development Test Implementation Open. ESPI / 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 PAP 20 Green Button ESPI evolution: http: //collaborate. nist. gov/twikisggrid/bin/view/Smart. Grid/Green. Button. ESPIEvolution SGIP Green Button Initiative TWiki: https: //collaborate. nist. gov/twiki-sggrid/bin/view/Smart. Grid/Green. Button. Initiative SGIP Green Button FAQ: https: //collaborate. nist. gov/twiki-sggrid/bin/view/Smart. Grid/Green. Button. FAQ Standards: NAESB PAP 10 Task Force Project Page : http: //www. naesb. org/smart_grid_pap 10. asp NAESB ESPI Task Force Project Page : http: //www. naesb. org/espi_task_force. asp NAESB ESPI and PAP 10 email lists: to subscribe contact Denise Rager at NAESB - drager@naesb. org NAESB Green Button Portal - http: //www. naesb. org/ESPI_Standards. asp Users Group: UCAIug Open. ADE Task Force Home Page: http: //osgug. ucaiug. org/sgsystems/Open. ADE/default. aspx UCAIug Open. ADE Mail List: http: //www. smartgridlistserv. org/cgi/wa. exe? A 0=OPENSG-OPENADE UCAIug Open. ADE Meetings: tuesdays at 3: 00 EST - https: //www 2. gotomeeting. com/join/844935738, 415 -363 -0070 #844935 -738 UCAIug Open. ADE Green Button Issues List: http: //osgug. ucaiug. org/Help. Desk/Lists/servicerequests/Green. Button. aspx Open Source Implementations and tools: Energy. OS Open. ESPI Mail List: http: //groups. google. com/group/energyos_espi/subscribe? hl=en Energy. OS Open. ESPI Web Site: http: //www. openespi. org/ Energy. OS Open. ESPI Meetings: mondays at 12: 00 EST - https: //www 2. gotomeeting. com/join/129392235, +1 (516) 4530010 #129 -392 -235 Energy. OS Open. ESPI Git. Hub: https: //github. com/energyos/Open. ESPI Energy. OS Open. ESPI Git. Hub Issues List: https: //github. com/energyos/Open. ESPI/issues General Open. ESPI information: https: //github. com/energyos/Open. ESPI/wiki/ Energy OS home page: http: //energyos. org/ Other: NREL Open. Energy. Info 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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