© 2015 Electric Power Research Institute, Inc. All rights reserved. Ameen H. Hamdon, P.Eng President, SUBNET Solutions Inc. EMMOS 2015 September 22, 2015 OpenADR Background & General Info Slides

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

3 © 2015 Electric Power Research Institute, Inc. All rights reserved. Automated DR and OpenADR Automated DR Fully-automated signaling from a utility, ISO, RTO, or other appropriate entity to provide automated connectivity to customer end- use control systems, devices, and strategies. Does not require full automation on the customer end. OpenADR Open and interoperable information exchange model and emerging Smart Grid standard. OpenADR standardizes the message format used for AutoDR 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 AutoDR systems are automated, they are not standardized or interoperable. Source: OpenADR Alliance,

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5

6  Provides non- proprietary, 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) What Does OpenADR Do? Source: LBNL

7 © 2015 Electric Power Research Institute, Inc. All rights reserved. Evolution of OpenADR 2002 to Research initiated by LBNL/CEC Pilots and field trials Developments, tests (Utilities) OpenADR 1.0 Commercialization (PG&E, SCE, & SDG&E) Official OpenADR specification (v1.0) by LBNL/CEC* 1.OpenADR Standards Development - OASIS (EI TC), UCA, IEC 2.NIST Smart Grid, PAP DR 2.0 Pilots and field trials - Wholesale markets, ancillary services - Dynamic pricing, renewable, EVs - International demonstrations 2. All end-uses and sectors OpenADR 2.0 specifications - OpenADR 2.0 products/deployment EI 1.0 standards - OpenADR profiles Sources: LBNL, OpenADR Alliance, EPRI 1. Foster Adoption 2. Test/Certify (v2.0) 2014: EPRI Open Source Implementation of OpenADR v2.0b to be released

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9 (PAP = Priority Action Plan)

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12 © 2015 Electric Power Research Institute, Inc. All rights reserved. OpenADR Schema  OpenADR 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  OpenADR 2.0 –One implementation of DR –More restrictive than EI

13 © 2015 Electric Power Research Institute, Inc. All rights reserved. OpenADR Standard  Services are limited implementations of what’s offered by Energy Interoperation v1.0 –EiEvent, EiOpt, EiReport, EiRegisterParty  Messages exchanged with services are XML-based, defined by schema  OpenADR schemas validate against Energy Interop v1.0 schemas

14 © 2015 Electric Power Research Institute, Inc. All rights reserved. Interactions Between VTNs and VENs OpenADR 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

15 © 2015 Electric Power Research Institute, Inc. All rights reserved. Use of OpenADR

16 © 2015 Electric Power Research Institute, Inc. All rights reserved. Customer Aggregator Where Can OpenADR Be Used? ISO / RTO Utility / Aggregator CIM OpenADR CIM MultiSpeak SEP 2.0 (Smart Energy Profile)

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

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

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

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

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

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

25 © 2015 Electric Power Research Institute, Inc. All rights reserved. EPRI and the OpenADR Alliance  The Alliance’s mission is to foster the development, adoption, and compliance of OpenADR standards through collaboration, education, training, testing, and certification. –Led development of OpenADR Profiles 2.0a and 2.0b  EPRI’s role is to identify and mitigate issues or gaps in the specification that prevent OpenADR from being used in specific use cases identified by project participants –Contributed to:  Profile 2.0a and 2.0b  DR Program Templates

26 © 2015 Electric Power Research Institute, Inc. All rights reserved.  Virtual Top Node (Server) –Training and Support –Quick-Install DVD –Certified by OpenADR Alliance –Available on SourceForge  Virtual End Node (Client) –Training and Support –Certified by OpenADR Alliance –Available on SourceForge  OpenADR 2.0b Open-Source C++ VEN Library –Awaiting Completion of EPRI Internal Processes Software Deliverables To-Date

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30 © 2015 Electric Power Research Institute, Inc. All rights reserved. OpenADR 2.0b Open-Source Software Virtual Top Node Virtual End Node Role 2.0a and 2.0b 2.0b Profiles Push/Pull (Poll) Pull (Poll) Data Models HTTP, XMPP HTTP Transports DRMSDesktop ClientEmbedded Client Designed Use BSD 3-Clause License JRuby, Java C#C++ Programming Language VTN VEN Yes Available on Yes Linux, Mac OS Windows 7, 8C++ Tested Operating Systems

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