Open ADR Background General Info Slides Ameen H

Background 2 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Automated DR and Open. ADR Automated DR Fully-automated signaling from a utility, ISO, RTO, or other appropriate entity to provide automated connectivity to customer enduse control systems, devices, and strategies. Does not require full automation on the customer end. Open. ADR Open and interoperable information exchange model and emerging Smart Grid standard. Open. ADR standardizes the message format used for Auto. DR so that dynamic price and reliability signals can be delivered uniformly and interoperably among utilities, ISOs, and energy management and control systems. While previously deployed Auto. DR systems are automated, they are not standardized or interoperable. Source: Open. ADR Alliance, www. oadr. org 3 © 2015 Electric Power Research Institute, Inc. All rights reserved.

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What Does Open. ADR Do? § Provides nonproprietary, open, standardized DR communications § Allows electricity providers to communicate DR signals directly to customers § Uses a common language and existing communications (such as the Internet) 6 © 2015 Electric Power Research Institute, Inc. All rights reserved. Source: LBNL

Evolution of Open. ADR Research initiated by LBNL/CEC Official Open. ADR specification (v 1. 0) by LBNL/CEC* 1. DR 2. 0 Pilots and field trials Open. ADR 1. 0 Commercialization - Wholesale markets, ancillary services (PG&E, SCE, & SDG&E) - Dynamic pricing, renewable, EVs Pilots and field trials - International demonstrations 2. All end-uses and sectors Developments, tests (Utilities) 2002 to 2006 2007 2008 2009 1. Open. ADR Standards Development 2010 2011 2012 2013 EI 1. 0 standards - OASIS (EI TC), UCA, IEC - Open. ADR profiles 2. NIST Smart Grid, PAP 09 Open. ADR 2. 0 specifications 2014: EPRI Open Source Implementation of Open. ADR v 2. 0 b to be released - Open. ADR 2. 0 products/deployment 1. Foster Adoption 2. Test/Certify (v 2. 0) Sources: LBNL, Open. ADR Alliance, EPRI 7 © 2015 Electric Power Research Institute, Inc. All rights reserved.

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(PAP = Priority Action Plan) 9 © 2015 Electric Power Research Institute, Inc. All

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Open. ADR Schema § Open. ADR created own schema – References elements from EI 1. 0 – Created own xsd files – Subset of EI standard § EI Standard – Implements more than DR – Market-based implementations exist § Open. ADR 2. 0 – One implementation of DR – More restrictive than EI 12 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Open. ADR Standard § Services are limited implementations of what’s offered by Energy Interoperation v 1. 0 – Ei. Event, Ei. Opt, Ei. Report, Ei. Register. Party § Messages exchanged with services are XML-based, defined by schema § Open. ADR schemas validate against Energy Interop v 1. 0 schemas 13 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Interactions Between VTNs and VENs Open. ADR defines the interactions between Virtual End Nodes (VEN) and Virtual Top Nodes (VTN) NOTE: VEN and VTN refers to the INTERFACE ONLY and not the machine DRMS = DR Management System NGR = Non-generating Resource GEN = DER = Power Source 14 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Use of Open. ADR 15 © 2015 Electric Power Research Institute, Inc. All rights

Where Can Open. ADR Be Used? Utility / Aggregator ISO / RTO Open. ADR Aggregator Open. ADR Customer Open. ADR CIM Multi. Speak SEP 2. 0 (Smart Energy Profile) 16 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Usage Pattern 1: Direct Load Control ISO / RTO Utility / Aggregator Event/Dispatch Device 0/1 Temperature Power Availability/Telemetry Open. ADR 17 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Usage Pattern 2: HEMS/Thermostat Control ISO / RTO Utility / Aggregator Device HEMS / Thermostat Event/Dispatch 0/1 Power Availability/Telemetry Open. ADR 18 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Usage Pattern 3: Smart Device Control ISO / RTO Utility / Aggregator Event/Dispatch Availability/Telemetry HEMS / Thermostat Event/Dispatch Availability/Telemetry Open. ADR 19 © 2015 Electric Power Research Institute, Inc. All rights reserved. Device Event/Dispatch Availability/Telemetry

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Example Architecture Use Case: CEA-2045 and Load Control Service Providers Open. ADR Server RF, PLC, UHF, VHF, Pager, Etc Proprietary Client CEA-2045 Open. ADR Client Proprietary Protocol Mapping 22 CEA-2045 Communication Module Proprietary Client Map CEA-2045 © 2015 Electric Power Research Institute, Inc. All rights reserved. End-device Configurations CEA-2045 Controls

Example Architecture Use Case: CEA-2045 and Open. ADR Server Internet Open. ADR Client CEA-2045 Communication Module End-device Configurations Mapping Open. ADR Client Map CEA-2045 Pass Through Network Interface Pass-through CEA-2045 23 © 2015 Electric Power Research Institute, Inc. All rights reserved. Controls Open. ADR Client Controls

EPRI’s Open. ADR Software 24 © 2015 Electric Power Research Institute, Inc. All rights

EPRI and the Open. ADR Alliance § The Alliance’s mission is to foster the development, adoption, and compliance of Open. ADR standards through collaboration, education, training, testing, and certification. – Led development of Open. ADR Profiles 2. 0 a and 2. 0 b § EPRI’s role is to identify and mitigate issues or gaps in the specification that prevent Open. ADR from being used in specific use cases identified by project participants – Contributed to: § Profile 2. 0 a and 2. 0 b § DR Program Templates 25 © 2015 Electric Power Research Institute, Inc. All rights reserved.

Software Deliverables To-Date § Virtual Top Node (Server) – – Training and Support Quick-Install DVD Certified by Open. ADR Alliance Available on Source. Forge § Virtual End Node (Client) – Training and Support – Certified by Open. ADR Alliance – Available on Source. Forge § Open. ADR 2. 0 b Open-Source C++ VEN Library – Awaiting Completion of EPRI Internal Processes 26 © 2015 Electric Power Research Institute, Inc. All rights reserved.

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Open. ADR 2. 0 b Open-Source Software VEN VTN Role Virtual Top Node Virtual End Node DRMS Desktop Client Embedded Client License BSD 3 -Clause Profiles 2. 0 a and 2. 0 b Push/Pull (Poll) HTTP, XMPP HTTP JRuby, Java C# C++ Linux, Mac OS Windows 7, 8 C++ Yes Yes Designed Use Data Models Transports Programming Language Tested Operating Systems Available on www. Source. Forge. net 30 VEN © 2015 Electric Power Research Institute, Inc. All rights reserved.

Presenter Questions? Ameen H. Hamdon, P. Eng. President, SUBNET Solutions Inc. hamdon@SUBNET. com www. SUBNET. com EPRI Presentation Author Walt Johnson, EPRI Technical Executive hwjohnson@epri. com www. EPRI. com 31 © 2015 Electric Power Research Institute, Inc. All rights reserved.