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Open Field Message Bus (OpenFMB) Kickoff Meeting

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1 Open Field Message Bus (OpenFMB) Kickoff Meeting
March 5, 2015

2 Welcome Introductions Meeting Objectives Around the room
Kickoff meeting Understand history and players involved Leverage prior work from Duke Energy’s Reference Architecture Establish key milestones and regular meeting times Identify the “big pieces” and begin identifying organizational and individual responsibilities Clarify standards development activities Discuss team collaboration tools Build team unity and identify roles

3 Agenda Time Discussion Discussion Lead 0830-0900 Welcome Introductions
Meeting objectives Agenda Stuart McCafferty, SGIP What is OpenFMB? History Duke Reference Architecture The Big Picture The Past The Future The CPS Test Bed Stuart Laval, Duke Energy Raiford Smith, CPS Energy Break 1100-Noon Team and Tools Noon Lunch

4 Agenda Time Discussion Discussion Lead 1300-1330 Project Plan
Key milestones and events Key work activities Leads Stuart Laval, Duke Energy Stuart McCafferty, SGIP NAESB Processes and Timelines OpenFMB Framework/Standard Standards Development Plan and Deliverables Jonathan Booe, NAESB Joe Zhou, Xtensible Solutions Break Open Discussion on Standards Process and Output The Demonstration in New Orleans All Next Steps Dinner Plans

5 What is Open Field Message Bus?
Standard API for Electric Grid interoperability Secure, peer-to-peer, multi-vendor, outside data center Common Semantic models based on existing standards (CIM, 61850) Existing IoT pub/sub protocols (DDS, MQTT, AMQP) Repository of adapters from utility protocols (Modbus, DNP3, C12, GOOSE/MMS) Framework and reference architecture for Distributed Intelligence Apps and systems Cybersecurity, microgrids, DER, DA, AMI

6 OpenFMB: Lower Cost & Risk
Cost Savings Risk Mitigation Resiliency Interoperability Modularity Asset Management Lower O&M Renewable Integration Situational Awareness Cybersecurity Sustainable Infrastructure Supply Chain 6

7 Stuart Laval, Duke Energy
Raiford Smith, CPS Energy OpenFMB History

8 A Short History of the Development of the OpenFMB
(~2007) Initially, we focused on the problem of connecting to multiple devices to backhaul data. Node-based solution (high volume) with multiple radios to connect to MV sensors, AMI, DA, and others. (~2012) But use cases evolved and new technologies (battery storage, microgrids, etc.) drove need to get access to data cheaper/better/faster at the edge of the network. Drove need for node platform hosting 1 or more standards-based message busses and common semantic models.

9 Duke Energy Test Areas: Integrated Grid Ecosystems Pilot (2012)
Substation Solar PV Energy Storage Dist. Mgmt System PMU (6) Weather stations (7) Sherrill’s Ford, Rankin, McAlpine Substations Customer Premise ~60 homes served by McAlpine circuits Home Energy Manager PEV Charging Stations Smart Appliances Demand Response In-home load monitoring Distribution Circuit 6 McAlpine circuits Line Sensors (200+) CES, HES Energy Storage Comm. Nodes (3,000) Intelligent Switches DERMS/DMS AMI metering (14,000) Copyright © 2015 Duke Energy Corporation All rights reserved.

10 Lessons Learned from 2012 Smart Grid Pilot
e.g. CIM e.g. DDS, MQTT Key Observations: Single-Purpose Functions Proprietary & Silo’ed systems Latent , Error-prone Data OT/IT/Telecom Disconnected No Field Interoperability! Key Observations: Multi-Purpose Functions Modular & Scalable HW&SW End-to-End Situational Awareness OT/IT/Telecom Convergence True Field Interoperability! Copyright © 2015 Duke Energy Corporation. All rights reserved.

11 Enabling of the Integrated Grid
Drivers Distributed Energy Resources Demand Response Electric Vehicles In-Premise Automation Cybersecurity Threats Aging Infrastructure “Big Data” Complexity Stranded Assets New Requirements Proactive Operations Situational Awareness Fast Edge Decisions Seamless Interoperability Modularity / Scalability Hybrid Central/Distributed Zero Touch Deployments Refined Utility Skillsets Source: EPRI Technology Approach Internet Protocol Translation Common Dictionary Security Analytics Distributed Intelligence Platform (DIP) Copyright © 2015 Duke Energy and 2014 Electrical Power Research Institute. All rights reserved.

12 DIP: Internet of Things (IoT) Platform for the Utility
Smart Meter Capacitor Bank Line Sensor X Street Light Smart Assets Distributed Energy Resources Transformer Intelligent Switch DEMAND ELECTRIC GRID Smart Generation Continuous Emission Monitoring Weather Sensor SUPPLY Other Nodes Technology Approach Internet Protocol Translation Contextualization Security Analytics OpenFMB Open Standard Node Radio Internet Connectivity Head End A End B End N Data Center Message Bus Network Router UTILITY DATA CENTER CPU Distributed Computing Internet Protocol (IP) Network Copyright © 2015 Duke Energy Corporation All rights reserved.

13 DIP: Internet of Things (IoT) Platform for the Utility
Smart Meter Capacitor Bank Line Sensor X Street Light Smart Assets Distributed Energy Resources Transformer Intelligent Switch DEMAND ELECTRIC GRID Smart Generation Continuous Emission Monitoring Weather Sensor SUPPLY Other Nodes Technology Approach Internet Protocol Translation Contextualization Security Analytics OpenFMB Open Standard Node Core OS Internet Connectivity Head End A End B End N Data Center Message Bus Network Router UTILITY DATA CENTER Virtual OS Distributed Computing Internet Protocol (IP) Network Copyright © 2015 Duke Energy Corporation All rights reserved.

14 Flexible Hardware & Software Platform Using Legacy Equipment
Integrated in End Device (as Software) Substation Rackmount Server(s) Retrofit Inside Cabinet Pole Mounted Enclosure Padmount Enclosure Copyright © 2014 Duke Energy All rights reserved.

15 IoT Reference Architecture: Hybrid Multi-level Hierarchy
Firewall End Points Devices Lower Tier Nodes (e.g. grid) Middle Tier Nodes (e.g. substation) Higher Tier Central Office (Utility Datacenter) Local Area Network (LAN) Wide Area Network (WAN) AMI Smart Meters IP Router Head end MDM Polling >15 min Virtual Software <5 min SCADA No model model Enterprise Bus DMS Enterprise Bus IP Router Enterprise Bus model Enterprise Bus Corporate Private Network Virtual Software Enterprise Bus Field Message Bus No model model Field Message Bus Tier 5 DIP Node model Field Message Bus <50 ms ~1min Field Area Network (FAN) Legend Protection & Control Local Area Network (LAN) IP Router Core OS Application OS Distributed Energy Resources Field Message Bus Physical Transport Virtual Software No model model Virtual Telemetry Virtual Firewall Copyright © 2015 Duke Energy Corporation All rights reserved.

16 Open Field Message Bus (OpenFMB) Framework
Firewall End Points Devices Lower Tiers Nodes (e.g. grid) Middle Tier Nodes (e.g. substation) Higher Tier Node Central Office (Utility Datacenter) Smart Meter Breaker Relay Battery Inverter M C12 MDM GIS DMS OMS Legacy Protocol Adapter - + Line Sensor DNP Common Data Model GOOSE Modbus Open API FMB protocol Head Ends SCADA Legacy Protocol Adapter Other DNP Common Data Model MQTT, DDS Open API FMB protocol Legacy Protocol Adapter Common Data Model DDS Capacitor Bank DNP Open API FMB protocol Legacy Protocol Adapter Field Message Bus (FMB) AMQP, DDS MQTT Legend Common Data Model Solar PV Inverter Legacy Protocol Translation Modbus Common Semantic Model Open API FMB protocol DDS, MQTT Open FMB IoT Protocol Client/Server Polling Virtual Firewall Pub/Sub Messaging Copyright © 2015 Duke Energy Corporation All rights reserved.

17 Background on Publish-Subscribe IoT Protocols
Leverage existing IoT pub/sub Data Distribution Service (DDS): OMG standard Message Queue Telemetry Transport (MQTT): OASIS standard Advanced Message Queue Protocol (AMQP): OASIS standard Abstraction of physical, network, & logic layers Standardized APIs for Multi-Vendor Interoperability E.g. OMG’s DDS-i RTPS or DCPS API IoT translators allow interoperability between DDS/MQTT/AMQP Performance Scalability: >10000 msg/sec for DDS; >1000 msg/sec for AMQP/MQTT Latency: ~1 ms Multi-cast & Fault-Tolerance: DDS & AMQP Security: Encryption, Quality of Service, Dynamic Discovery Copyright © 2015 Duke Energy Corporation All rights reserved.

18 OpenFMB Data Modeling Process
Information Modeling Use-case Requirements (Power Systems SME) Common Semantic Models (CIM, IEC 61850) Diagram Business Process Map Relevant Context Semantic Context Contextual Profiles (UML) Model Driven Transformation Code Generation Message Syntax Schema (IDL / XSD) Programming Languages (Java, C/C++/C#, XML) Interoperable Topics Message Oriented Middleware Pub/Sub Protocols (DDS, MQTT, AMQP) Copyright © 2015 Duke Energy Corporation All rights reserved.

19 Example Use-case: Microgrid Solar Smoothing
Power Grid Point of Common Coupling for Microgrid Recloser 12 kV Transformer Meter 480/277V Meter Solar Smoothing App Solar PV Inverter Battery Inverter Microgrid Controller (MGC) Copyright © 2015 Duke Energy Corporation All rights reserved.

20 Cloud Hosted Field Message Bus (FMB) Demo Website
Input Datasets M2M Devices DDS Field Message Bus Topics Text-based Message Interfaces Opengridstandards.org Node 1 MGC Solar Smoothing App Sub to Data Java DDS Pub Controls DDS Data Space Node 2 PV Inverter 2 IDL’s Pub Data Java DDS User Interface Meter 1 IDL MQTT Broker Node 3 Sub to Controls Battery Inverter Node 4 3 IDL’s Pub Data Pub XML Java DDS Sub to Data Meter 1 IDL DDS Java 7 XSD’s XML MQTT Copyright © 2015 Duke Energy Corporation All rights reserved. page 20

21 Open Field Message Bus (OpenFMB) Demo Setup
XML/MQTT Translator to Cloud Website CIM/DDS Solar Smoothing App CIM/DDS Solar PV & Meter data CIM/DDS Battery Inverter & Meter data Copyright © 2015 Duke Energy Corporation All rights reserved.

22 Strategies to Gain Adoption
Patent strategy ( ): patent the architecture (so no one can lock utilities or vendors out) and give away the IP (so everyone can adopt it) Getting vendors on board (2013-today) Duke Energy Coalition of the Willing (pt 1) – Distributech 2014 demo (6 vendors) Duke Energy Coalition of the Willing (pt 2) – Distributech 2016 demo (25 vendors) Getting utilities on board (2013-today) CPS Energy Standards strategy (2015) SGIP NAESB Others

23 Duke Energy Test Lab: Mount Holly, NC
PV Installations Islanding Switch, Transformer, and Battery Behind the meter and low voltage power electronic equipment Grid Equipment

24 Duke Energy Mount Holly Microgrid: Electrical One-line
Point of Common Coupling Copyright © 2014 Duke Energy All rights reserved.

25 How CPS Energy Will Utilize the OpenFMB
NREL INTEGRATE Microgrid at JBSA Ft. Sam Houston Grid-of-the-Future deployment CPSE Coalition of the Willing Augment existing AMI/DA deployment

26 JBSA Ft. Sam Houston Microgrid Location
NREL Integrate project to build an open-source, interoperable microgrid. Collaboration between CPS Energy, Duke Energy, and Omnetric Corp. 75kW/48kWh SciB battery from Toshiba, Princeton Power Inverter, Viper Recloser, Schneider Ion meters, Microgrid Management System from Siemens, and ~25kWAC PV. Operational date Q Ft. Sam Houston Library Transformer / Meter Rack Location Potential Battery & PV Locations

27 CPS Energy Grid of the Future
Walzem Substation (NE San Antonio, off of I-35). This site includes: 15 circuits (13 and 35 kV). About 30k customers (including HQ of large technology firm and logistics site for major retail firm). Includes clustered (~70) solar DG and utility-scale solar at 5.5MW Alamo 3 site off O313 circuit. AMI and DA deployment scheduled for deployment in this area. Implementation work will be done over a three year period in conjunction with microgrid, smart inverter, and battery storage initiatives. San Antonio, TX

28 Demand-Side Benefits One primary purpose of GoF is to avoid divergence of customer and utility services (e.g. 3rd party disaggregation w/o deregulation) Additional revenues can also be derived from new technologies: Electric vehicles and charging Premium power – battery/CHP/PV Premium reliability – microgrid Asset control (inverter/battery) and advanced DR Brand & customer satisfaction improvement though enabling new services If customers purchase an additional product or service (beyond gas or electricity) they are 3X more likely to favorably rate their service provider.

29 Utility-Side Benefits
Operational metrics (SAIDI, SAIFI, asset utilization, MTBF, etc.,.) Financial metrics (O&M spend, revenue generation, better asset utilization, and reduced total ownership costs) Environmental benefits – predominantly extrapolated intangibles through planned work in analytics combined with modeling and simulation of demand and supply Training and development of professional and wage-scale staff. Safety and standards updated to reflect new capabilities. Risk modeling should improve prediction of revenue, expense and customer satisfaction from new products and services.

30 Morning Break: 10:45 – 11:00

31 Stuart McCafferty Team and Tools

32 OpenFMB Project Objectives
Engage with multiple utilities and vendors Leverage prior work Identify one business problem to solve Identify or develop use case(s) Develop logical architecture Establish standards framework at NAESB Demonstrate working prototype at SGIP Nov 3-5 Create OpenFMB repository Incorporate SGIP T&C and Cybersecurity processes Test Bed coordination Governance policy for OpenFMB implementation and validation Roadmap for future distributed applications Regular outside communication and information exchange

33 Research Labs, Gov’t, Test Facilities
OpenFMB Team Utility Partners User Groups SDO Vendors Research Labs, Gov’t, Test Facilities

34 OpenFMB Leads SGIP Co-Chairs SGIP OpenFMB Vice Chair
Stuart Laval, Duke Energy / Stuart McCafferty, SGIP SGIP OpenFMB Vice Chair TBD SGIP OpenFMB Secretary Demonstration planning for November Aaron Snyder, EnerNex NAESB Task Force Co-Chairs: Joe Zhou, Xtensible Solutions / Stuart Laval, Duke Energy Raiford Smith, CPS / Matt Wakefield, EPRI / Craig Miller, NRECA Test Bed Coordination Business and Use Cases Regulatory awareness

35 Current Interested Parties
AEP Ameren BC Hydro Cisco Coergon CPS Energy DOE Duke Energy EnerNex EPRI GE Energy Green Energy Corp Itron Leidos Engineering LocalGrid Technologies Missouri University of Science and Technology NIST OpenADR Alliance PNNL Real-Time Innovations (RTI) Saviva Research Schneider Electric SGIP UCAIUG ViaSat Xtensible Solutions

36 Tools Kavi Collaboration environment
Document repository with version control Action items Calendar and Schedule Ballots Comment manager Auditing and reporting tools Listserver Full privileges to SGIP members Free access to approved non-SGIP members

37 Tools - Kavi Project Environment Group Environment

38 Questions and Closing Thoughts
For Kavi account access: or Need to recruit more utilities, vendors, and others Everybody’s job Interested in volunteering to lead an area? Contact Stuart or Stuart Got things to post to Kavi? SGIP members can post Non-members can send materials to Billie or Stuart M

39 Lunch: Noon – 13:00

40 Stuart McCafferty, SGIP
Project Plan

41 OpenFMB Program Timelines
Organization Project Development Schedule 2015 2016 NAESB (North America Energy Standards Board) Standardization of Open Field Message Bus (OpenFMB) SGIP (Smart Grid Interoperability Panel) OpenFMB Project Test Beds UCAIug OpenFMB Repository OpenFMB Retail Market Quadrant OpenFMB Wholesale Energy Quadrant OpenFMB Planning OpenFMB Phase I OpenFMB Phase 2 OpenFMB Interoperability Testing & Certification Duke COW Phase II Demo CPS Grid of the Future Demo Utility TBD Demo Duke Tech Transfer OpenFMB Data Models/Adapters/Specifications Development Legend Duke CPS TBD Planning / Other

42 Milestones

43 NAESB Processes and Timelines
Jonathan Booe, NAESB NAESB Processes and Timelines

44 Background on NAESB The North American Energy Standards Board (NAESB), originally the Gas Industry Standards Board (GISB), serves as an industry forum for the development and promotion of standards which will lead to a seamless marketplace for wholesale and retail natural gas and electricity, as recognized by its customers, business community, participants, and regulatory entities. GISB est / NAESB est. 2001 Roughly 2,700 Wholesale Standards / 1,200 Retail Standards Strong relationship with the Federal Energy Regulatory Commission (FERC), National Association of Regulatory Utility Commissioners (NARUC), Department of Energy (DoE), Department of Commerce (DoC), National Institute of Standards and Technology (NIST), National Petroleum Council (NPC), the American National Standards Institute (ANSI) and various state regulators

45 NAESB Quadrant & Segments
Wholesale Gas – 5 Segments End Users Local Distribution Pipelines Producers Services Wholesale Gas – 5 Segments End Users Distribution/LSE Transmission Generation Marketers/Brokers Independent Grid Operators/Planners Technology and Services Retail Markets – 4 Segments Electric Utilities Gas Market Interests Electric End Users/Public Agencies Electric Service Providers/Suppliers Membership Retail Market Quadrant - 43 Wholesale Gas Quadrant Wholesale Electric Quadrant

46 NAESB Organizational Structure

47 NAESB Standards Development Process

48 NAESB Final Products Ratified recommendations = NAESB Final Actions
Copyright protection Access provided to members, non-member purchasers and through copyright waivers for evaluation Wholesale standards provided to Federal Energy Regulatory Commission and other agencies as appropriate Retail standards provided to NARUC and requesting state commissions

49 OpenFMB Framework/Standard Standards Development Plan and Deliverables
Joe Zhou, Xtensible Solutions OpenFMB Framework/Standard Standards Development Plan and Deliverables

50 Agenda Introduction and Background
Industry Drivers and Guiding Principles OpenFMB Specification Key Components: Business Requirements (Use Cases) Reference Architecture and Systems Requirements Platform Independent Model (Semantic Model, Messages and Services) Platform Specific Model (DDS, MQTT, etc.) Implementation Guidelines Development Plan Timelines, Processes and Roadmap Open Discussion NAESB OpenFMB TF

51 Notable IoT Standards Initiatives
March 5, 2015 NAESB OpenFMB TF

52 Introduction and Background
NAESB has been involved in the smart grid standards development PAP09 – Demand response use cases that led to OpenADR specification ESPI – Energy Service Provider Interface that led to Green Button. NAESB, as an ANSI accredited SDO, typically files their standards with FERC and informs NARUC. This increases the exposure and possibilities of utility regulators adopting said standards. OpenFMB task force will be a special purpose task force under the NAESB Retail Market Quadrant (RMQ). OpenFMB TF will work closely with SGIP and UCAiug to facilitate the development, implementation, and future enhancements to the standard. March 5, 2015 NAESB OpenFMB TF

53 Industry Drivers for OpenFMB
Rapid maturing and adoption of IoT Technologies in many industries Renewable energy resources integration into the Grid – especially at the distribution and end consumer levels The advent of Distribution Service Platform Provider (DSPP) role and the potential need to support Transactive Energy implementation. Transition from top down power grid architecture into networked, two way power flow, and distributed supply and demand power network. An open standard is needed to unlock the value of field devices and networks, and to enable distributed intelligence for more reliable and resilient grid of the future. March 5, 2015 NAESB OpenFMB TF

54 Guiding Principles Leverage what has been done before, no reinventing the wheels Focus on business value and objectives in solving real world problems Collaborate and coordinate with other relevant smart grid standards bodies, no duplication of effort and scope Time to market is important to provide real solution and standard to the industry in order to enable field interoperability for on-going deployments Flexibility, scalability and backwards compatibility (where feasible) are critical Security should be built into the standard, not an afterthought. March 5, 2015 NAESB OpenFMB TF

55 OpenFMB Specification – The Key Components
Reference Architecture Use Cases Platform Independent Model (Semantic Model, Messages & Services) Platform Specific Model (DDS, MQTT and Hybrid, etc.) Implementation Guidelines March 5, 2015 NAESB OpenFMB TF

56 OpenFMB – Reference Architecture
Duke Energy’s Distributed Intelligence Platform Reference Architecture Volume I: Vision Overview provides a great foundation for the standard development. Task Force will need to review the work contributed by Duke, and discuss/decide how to leverage it, and what potential areas may require more work, such as: Security Architecture Node Classification and Interaction Patterns (EPRI REC-VEN Concept adopted by OpenADR) Reference Architecture components – what is informative vs. what is normative for the standard Reference Model relative to other standards Leverage similar work done from other IoT standards initiatives. March 5, 2015 NAESB OpenFMB TF

57 OpenFMB – Use Cases NAESB OpenFMB TF March 4, 2015
Use Cases will drive the content of OpenFMB 1.0 Specification in terms of model, messages and services. We must decide a subset of use cases in the following categories to have a manageable scope. Use Cases will fall into the following two categories: Functional: DER Integration MicroGrid Distribution Management DSPP Enablement Transactive Energy Enablement …… Technical: Device Management Network Management Security Management March 4, 2015 NAESB OpenFMB TF

58 OpenFMB – Platform Independent Model
IEC CIM IEEE C37 IEEE 1588 IEC 61850 DNP3 …… OpenFMB Semantic Model March 5, 2015 NAESB OpenFMB TF

59 OpenFMB – Platform Specific Model
DDS REST MQTT XMPP CoAP AMQP ...... OpenFMB Protocol Specific Message/Services March 4, 2015 NAESB OpenFMB TF

60 OpenFMB – Implementation and Compliance Guidelines
NAESB OpenFMB TF will develop implementation guidelines NAESB will look to SGIP to provide framework and guidance on how this should be accomplished. NAESB will look to UCAiug to setup an OPenFMB Users Group to help promote, implement, and provide testing and certification services. March 5, 2015 NAESB OpenFMB TF

61 30 Day Membership Ratification
Timeline 2015 2016 March - May June - August Sept.-Nov. Dec. Jan. – March Requirements Design Draft Task Force Voting 30 Day Public Comment 30 Day Membership Ratification OpenFMB TF F2F Meeting #2 (TBD) OpenFMB TF F2F Meeting #1 (TBD) DistribuTECH 2016 Feb (Orlando, FL) OpenFMB Use Case Prioritization (April 2, 2015) NAESB Executive Committee Meeting on Feb. 2016 SGIP Engage 2015 (March 4, 2015) March 5, 2015 NAESB OpenFMB TF

62 OpenFMB Roadmap March 5, 2015 NAESB OpenFMB TF 2015 – OpenFMB 1.0
Enhancements New Use Cases Expanded Models, Messages and Services Expanded Models/Services and New Protocols Enhancements March 5, 2015 NAESB OpenFMB TF

63 Next Steps We need broad participation in NAESB OpenFMB Task Force
Bi-weekly calls F2F meetings (TBD) Contribution to specification Review and feedback We want to manage this to accomplish the goals by the end of this year, with a defined scope and project plan. March 5, 2015 NAESB OpenFMB TF

64 Afternoon Break: 14:15-14:30

65 Open Discussions Standards Development Process and Deliverable
SGIP Annual Meeting November 3-5


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