Toward Intelligent Grids by mThink, May 23, 2005 The promise of the intelligent energy grid remains elusive; however, a steady wave of innovation in communication and information technologies, combined with advancement in emerging energy technologies, is bringing it closer to reality. Wider adoption of control-theory principles in a business environment (e.g., business process management, adaptability, real-time enterprise) and the convergence of communication, information and energy technologies are transforming traditional network management and coalescing business systems, field personnel and local control devices into one connected environment (see Figure 1). As some semblance of normalcy has returned to the industry (e.g., return of restructuring comparability for large commercial and industrial [C&I] customers, upturn in the economy, restoration of utility financial health), one of the issues we see as turning the back-to-basics corner is the continuing emergence of the intelligent-grid concept. Interestingly enough, two major intelligent-grid enablers communications and software are progressing steadily irrespective of energy player spending. The third intelligent-grid enabler energy technologies remains dependent on energy player investments but represents one of the areas where spending is increasing in the face of reliability challenges, wholesale market evolution, customer (large C&I) expectations and regulator demands. Communication Technologies Utilities in the run-up to competitive retail markets made significant communications plays, from extreme electricity to telecommunications flip, to common carrier models, to simply trenching and construction. Although most utilities stepped back from aggressive telecom play, communication advances continue to proliferate, and the energy industry is a free rider. IP Ubiquity Standardization on the ethernet protocol across a wide range of energy networks (e.g., business, control, mobile, AMR, LAN, WAN, SCADA, customer gateways, substation automation, weather stations) is finally solving the decades-old problem of a lack of universal communication infrastructure among disparate islands of automation in energy. The first attempt to direct coherence of communication networks in energy in the late 1980s, through the Electric Power Research Institute utility communication architecture (UCA) initiative, failed to include customer networks and encourage protocol standardization among business systems, process control and customer communication networks. The latest initiatives (e.g., UCA 2.0, E2I CEIDS) and activities of the IEEE and IEC standard groups (e.g., IEC 870) have established ethernet as a dominant communication method and promoted IP ubiquity. The proliferation of IP-enabled sensors, devices and automata owned by energy companies and end-customers is creating a communication environment that, leveraging Metcalfes Law, can significantly amplify the value of the energy communication network and considerably increase the number of business processes that can be automated, monitored and optimized by achieved information ubiquity and resultant controllability and observability of the energy grid. Pervasive Communication In addition to IP ubiquity and creation of an enterprisewide communication environment that integrates business systems (including partners), utility personnel, customer networks, sensors, devices and automata, the buildup and technological advancement of public and private networks (e.g., WAN: 2.5/3G, LAN:-802.11g, PAN: Bluetooth) have created much better and more affordable communication coverage. This effect (resulting from Butters Law) makes information not only financially affordable, but also pervasive and persistent. This affordable and always-on access to information encourages adoption of sense-and-respond business paradigms (e.g., on demand, adaptive, real time), creating energy companies that are more agile and ready to react to technical process variation or business environment changes as they occur. PLC and BoPL Accessibility Utilities are once again emerging in the communication space, this time leveraging the regulated wire system for the transport of information and data that will bridge the last mile to premises and that will provide the communication transport for grid information ubiquity. Utilities are using two plays: the energy management play and the communication play. Regarding the energy management play, utilities have used PLC at very low speed to capture energy data from remote locations. This utility play is now using faster-speed two-way transport to move information throughout the system, linking from the consumer to the generator and back. Typically, this service is offered by the wires line of business (LOB) for meter data collection, dynamic pricing, controlling devices, etc. The more robust play in this space by utilities, the communication play, is broadband over power lines as a communication, ISP and entertainment service offering that can also provide energy management services. This is typically offered by the communication subsidiary of the utility; however, in the case of the offering being provisioned by a vendor/third party, the utility simply may be providing a landlord service over the utilitys wires. Information Technologies Trends IT and software, much like communications, are advancing largely as a function of the global economical drivers and not by the energy industry. Here are the key trends that impact intelligent grid transformation. Integration Through Service-Oriented Architecture The major IT architectural trend is the introduction of the service-oriented architecture (SOA), based on the principle of the object-oriented modularization and interoperability through XML-based technologies such as Web services. Realizing inflexibility, high total cost of ownership and upgradeability issues of the currently dominant monolithic enterprise applications (e.g., multi-tiered, transactional, single relational database management system), vendors and leading IT organizations are moving toward an enterprise IT environment where a requested unit of work (a service) could be accomplished by a service provider (e.g., an application module, an external BPO vendor, a device) invoked by a service broker. Using an enterprise service bus as integration and a service orchestration backbone, new composite applications are extending over components of the legacy systems wrapped in a Web services envelope, commercial offthe- shelf vendor-procured modules and external vendor-provided services. SOA architecture also facilitates inclusion of personnel (e.g., field crews), devices and automata (e.g., sensor, programmable logic controllers, intelligent protection units) using XML-based technology and industryspecific vocabularies (e.g., CIM). Software Extensibility After harvesting the low-hanging fruit of incremental process improvement enabled by compartmentalized applications, energy companies are now focusing on specific energy cross-functional end-to-end business processes (life cycles) covering several LOBs and extending across the back office, middle office and front office into the service points (e.g., field service, IP-enabled sensor, automata) and, in some cases, even including partner and customer systems. This vertical trend is a business counterpart to the IT enterprise integration architecture movement (enabled through SOA and enterprise service bus). It also resembles horizontal back-office process integration initiatives created by the emergence of the ERP systems and, later, CRM systems that were focused on the entire life cycle processing. Optimization/orchestration of the complex end-to-end business processes (extended across applications into the field and monitored/executed by sensors and automata) is enabled by convergence of the communication, information and energy technologies into an intelligent grid. Adaptability The trend toward an adaptive real-time enterprise is based on the premise that an organization can achieve a new level of operational excellence by reducing latency and improving the visibility and analysis of the data across systems, both within an enterprise and throughout its supply chain. It is essentially a business instantiation of the fundamental control theory concept of a negative feedback control and resembles the Darwinian sense-and-respond paradigm. The promise of shortening the information creation and delivery cycle and providing an ability to monitor business process in real time through a closed-loop decision support system is alluring for energy companies focused on cost reduction and achieving operational efficiency. In addition to business key performance indicators provided through advanced analytics that sniff the transaction processing environment, the operational process indicators (e.g., transformer loading) acquired through SCADA and local monitoring devices can provide additional insights into the state of the energy system. This can enable better asset utilization and tighter operation of the energy delivery infrastructure, resulting in higher reliability, better efficiency and faster response to environmental changes. Mobility Field forces are becoming a component of the intelligent grid, fueled by ubiquitous communications, extensibility and mobile devices. As applications and back-office services are extended into the field (forward deployment), the field crew is empowered to resolve issues in real time, for the benefit of the grid, the consumer and the utility. Similarly, the ability to dispatch and redispatch field forces, contractors and outsourcers on an almost real-time basis is the key for the wires LOBs to achieve operational efficiency. As back-office applications and field force dispatchability are implemented, the field force can be enabled to validate and renew distribution system asset data in real time. Finally, as mobile device functionality and diversity improve, costs continue to drop and communication ubiquity is achieved, the increases in numbers of devices (outpacing traditional PCs) will further enable mobility and make the field force a true component of the intelligent grid. The Impact of Emerging Energy Technologies Unlike communications and IT/software advances that will fuel the intelligent grid transformation regardless of the energy sector involvement, the third prong to advance the grid energy technologies is the province of the energy sector. Key technologies that enable innovative business processes serve customers and benefit the pool, include sensors, power electronics, modeling and simulation, intelligent control systems, distributed generation and storage technologies. Once integrated, they will enhance the quality of the energy delivery and maintenance of the supply/demand equilibrium through increased reliability, consumer gateways, automated megawatts and distributed energy resources delivering atomistic megawatts. Protection Radial feeder electric distribution systems deliver reliability levels typically in the range of 99.98 percent (approximately 100 minutes of annual outage time, as indicated by SAIDI). New technology in C&I processes has created an environment where some customers have a zero tolerance of any type of power interruption. Numerous initiatives (e.g., DV 2010 consortium) are focused on increasing system reliability of the existing network by changing the operating mode from radial to looped and investing into new multi-tiered protection schemata enabled by local automation control. The high-speed networked primary voltage distribution system implements a combination of traditional directional overcurrent protection, distribution automation and high-speed communications to accomplish a high level of reliability to the customer, creating a premium operating district. The system integrates equipment on both sides of the substation fence into a single system using peer-to-peer communication and control logic to autonomously perform remote switching to provide high-speed interruption, system restoration, voltage control, remote monitoring and control, and outage detection. Gateways Once the promise of commoditized energy markets, consumer gateways were in vogue throughout the early days of energy market restructuring. As the markets halted, the promise of gateways eroded. Now, however, gateways are re-emerging as a tool that will enable end users to become a component of the intelligent grid. Gateways enable consumers to provision self-service on their home turf, not just through energy company portals, linking and integrating energy management into the consumers total quality of life (the hot in the water, cold in the beer and drive in the motor, with apologies to RMI CEO Amory Lovins), enabling early adopters to think and act as an energy generator, and making energy consumption choices on the consumers own terms rather than on the utilitys terms. Distributed Energy Resources Distributed energy resources (DER) (e.g., distributed generation sets, energy storage, power parks) enable a wide variety of energy services for both the restructured energy markets requiring high energy to enable profitability and grid stability and the digital economy requiring high power through reliability, criticality and productivity. DER operation requires local and distributed control different from conventional centralized EMS controls. DER-induced reversed energy flows require new multi-tiered protection schema. Finally, DER interconnection standards are emerging through IEEE 1547 and through regulatory proceedings. As cost curves decline, interconnection barriers crumble and focus on energy security expands, penetration of DER is fueled and the grid becomes smarter benefiting consumers, the pool and the utility. Demand Response Demand Response (DR) programs are examples of integration of several energy technologies enabled by communication and IT that link the retail and wholesale markets and promote market maturity. Through these programs, consumers become part of the equation and make the grid smarter as economic signals are delivered and knowledgeable/intelligent reaction is enabled, if not automated. These programs can be structured to meet emergency conditions on the grid or to provide economic alternatives to consumers. Communication is a key component of DR programs, with advanced two-way communication in real-time-coupling usage information and pricing information. Sophisticated metering is the core enabling technology. Advanced billing and revenue management systems are also critical for DR deployment. Price-transparent DR programs will promote disruptive technology (DG, energy storage, power parks) deployment by customers. Although cyclical in nature even in supply boom periods, DR serves a valuable system optimization function. Leading energy companies must develop a vision for their play in the emerging energy industry. Industry players that have best weathered the past half-decade storm are the ones that have had a physical presence and linkage with the consumer. The grid will continue to play an increasingly important role in the market and will drive decent, if not handsome, returns. Filed under: White Papers Tagged under: Utilities