Integrating Active, Flexible and
Responsive Tertiary Prosumers
into a Smart Distribution Grid
WP3 - INERTIA Local Control and Automation Hub
T3.5- Ambient and Personalized UI & User
Profiling Mechanism
Hypertech S.A.
INERTIA 5th Plenary Meeting, Rotterdam
Task 3.5 Overview
T3.5- Ambient and Personalized UI & User Profiling Mechanism
Duration: 19 Months (M6-M24)
D3.3 Ambient User Interfaces, User Behavioural Profiling and Activity Flow Framework
Report + Prototype, Public.
Lead Beneficiary: HYPERTECH (11), Involved Beneficiaries: CERTH-ITI (2), ENG (4),
CNET (2), INDESIT (6), ALMENDE (4), ETC EL(3)
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
2
T3.5 General Purpose
To design and develop User Profiling and a Personalized User Interface
(Facility Manager + Occupants) that support:
– The review & development of techniques for the extraction of robust, reliable
prosumer-based profiles, which fully exploit the “context” that affects Users
behaviour
– The development of an Ambient and Personalized Environment will offer the
opportunity to users to monitor and control (facility manager) their workplace
through interfaces applying to user monitors or other smart devices
Main Expected outcomes:
1.
2.
3.
Ambient & Personalized User Interface Module
User profiling Models
Incorporation of User Profiling Models& Ambient UI into the Holistic Framework
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
3
T3.5 - User Profiling Scope
High- level overview of User profiling Approach (Review)
Overview
1. Non intrusive mechanism for the extraction of User Profiling mechanism
2. User profiling estimation in Environmental Conditions Related Devices: Thermal / Visual User
Preferences for HVAC / Lighting Devices
3. User profiling for Operational Devices : Operational profiles for specific devices optimal
forecasting operations
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
4
Environmental Conditions Related
User Profiling
User Profiling Analysis Objectives - Steps
•
to continuously monitor occupancy related data in order to align the states of the
environmental conditions with the additional occupancy patterns examined in the pilot
premises
•
to continuously monitor environmental conditions that reveal the comfort and discomfort
preferences of the occupant’s. The environmental conditions will be available through the
respective sensors (Temperature, Humidity, Luminance), to be installed within the INERTIA
pilot area.
•
to continuously monitor user control actions - reactions in specific environmental conditions,
in order to seamlessly provide an effective and efficient learning scheme for the extraction of
User Preferences
INERTIA user profiling mechanism will minimize or eventually eliminate required occupant
interaction and thus overall occupant disturbance
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
5
T3.5 User Profiling Main Aspects (I)
User Profiling Dependencies
• Learning Approach

Ambient User Interface. External settings of User Preferences (Temperature &Luminance
Conditions as initial settings)

INERTIA Middleware. Delivering the real time contextual information (e.g. luminance,
temperature, humidity, control actions on switches, dimmers and HVAC control panels)

Real -time Occupancy flow. Delivering real - time occupancy details (Occupants with ID,
number of occupants).
Event Reader: to handle information related to real time events

INERTIA Information Access Module. Management of the historical related information
(environmental events and control actions). Information to be provided in a personalized way.
Markov Model Learning Mechanism (Bayesian Approach) for the extraction of User Preferences under
specific environmental conditions
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
6
T3.5 - User Profiling Approach
• A high level overview of User Profiling algorithmic approach – Learning
approach
1.
Normalized data from raw data events are delivered in the State Estimator Normalization of data in 60 lux
level for Luminance events & 0.5 oC for Temperature events.
2.
Occupancy Detector that feeds the State Estimator with the status of occupancy related to the specific area
examined.
3.
State Estimator is a knowledge based components that defines the rules for the learning mechanism
(Aggregation of events, decision about the learning period of the model, weighted values on control action
events)
4.
Learning Model Defines the Utility Function Parameters and User related statistics that further be stored in a
database (in INERTIA: Local Hub IAM) for further evaluation
5.
Business Services Component : Provides an API with information related to the learning model about User
Preferences. The context information is useful for the control and optimization mechanism of the INERTIA Local
Hub .
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
7
T3.5 User Profiling Main Aspects (II)
User Profiling Dependencies
• Utility Estimation Approach

INERTIA Holistic Flexibility Component.
Input : Occupancy Status, Environmental Conditions (Luminance, Humidity, Temperature),[time period
in the current condition]
Output: Thermal or Visual User Comfort/ Discomfort level in a scale of [0…1]

INERTIA Information Access Module.
Input: Historical events (environmental conditions, occupancy details, Control actions delivered by the
users) in order to provide a continuous learning operation
Output: Learning Model Parameters as defined by the learning mechanism
Providing the necessary input for the extraction of the Holistic Flexibility Models and therefore the
optimal controlling of the DER units
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
8
User Profiling Architecture
• A High Level view of the User Profiling Architecture:
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
9
T3.5 - User Profiling Cost function
Main issues on the proposed framework
•
The utility function is a continuous function for a defined set of multi-criteria analysis (occupancy, context,
context environment, user control actions)
•
Common format value [ 0…1] to be provided for different types of DERs, occupancy, environmental conditions)
•
Utility Function as a generalization function approximating the training set
•
A diagrammatic representation of an indicative utility function is provided (discomfort function-luminance)
We have to quantify the utility function for each occupant on the respective Environmental Conditions
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
10
T3.5 - User Profiling & DER Modeling
Different types of DERs in INERTIA Project:
•
Environmental Conditions related Devices (HVAC, Lighting). The estimation of the Utility
function (User Preferences) is based on the environmental conditions and not the operational
status of the devices. Thus, an (Environmental conditions  Comfort Performance) model is
defined
•
Operational Devices: Shiftable devices. The role of the User Profiling mechanism is to provide
the operational patterns for the specific devices (based on time & occupancy based
characteristics). This information could be handled by the Local Hub Control mechanism for the
optimal management of the operational devices.
•
Operational Devices (Monitor PC, plugged office equipment). The estimation of the Utility
function is based on the absence - presence of the occupants. Thus the INERTIA User profiling
mechanism will not provide a utility estimation for these DERs {Occupancy On Status On,
Occupancy Off Status off}.
Special interest for the Context related Devices, as they are going to provide a significant
amount of flexibility needed during a DR event.
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
11
T3.5 - User Profiling Approach
Overview
What we need - Summary
•
•
•
Utility function estimation for each occupant taking into account the real time context
conditions  Occupancy data
Utility function totally dependent on the context (environmental impact, operational
situations etc.) Context data (environmental conditions, control actions on DERs)
Different approaches to be examined in INERTIA Project:
1. Single occupant with ID. The estimation of the preferences is delivered in a personalized way. Initial settings
of User preferences are provide through the Ambient UI.
2. Multiple Occupants in a specific zone  Group Profiling Main Aspects. To further examine the impact of
different occupancy patterns and define additional group profiles if needed.
3. Stereotypes. For specific areas (Cafeteria-kitchenette). Concept of Virtual Occupant. A typical user’s patterns
are examined. The ID of the occupant is not known but the patterns of usage are common.
Flexibility estimation for each type of occupancy provided to Holistic Flexibility Model
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
12
T3.5 – Ambient UI - Overview
Ambient UI Objectives:
Thus, the development of the Ambient UI concept includes the implementation of different
types of interfaces:
•
for the occupants: different ways to visualize high-level information about the energy
consumption of area, in order to increase occupants' awareness. Only monitoring
functionalities are provided as the direct enrollment of the User in Demand Response Actions
are out of the scope of the INERTIA project
•
for the manager of the building: visualization of real-time (aggregated and correlated)
information on the energy consumption of the building, in order to have real-time information
and apply suitable energy strategies. (Monitoring and control functionalities)
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
13
T3.5 – Ambient UI - Specifications
Based on the Demo Presentation- Review
• Individual Occupants:
–
–
–
–
–
–
–
–
–
Login: This page allows the user to authenticate him in the system inserting its own credential (login and
password).
Homepage: A box containing a summary of the most important data (consumption in real time-environmental
conditions). A box including all the main aspects examined by a User (Menu list)
User Preferences: settings of environmental parameters (luminance, temperature).
Additional settings on specific DERs ( Electric Vehicles, Water Heater?)
User Preferences: Statistics as delivered from the User Profiling Component: Preferred environmental
conditions, Number of Control Actions on specific states etc…
Consumption Monitoring: Personalized information about energy consumption (per Device & time period
examined)
Historical Consumption Monitoring: This sub-section includes a time-consumption graph, divided in time slot.
(To be defined: Either predefined time slots or selection menu for the occupant)
New Schedule: The user will be able to select the presence in a specific area /absence as examined by CERTH.
In addition the User will be able to set an activity (activity, time start, time end)
Schedule Manager: Calendar form with all the events marked by the user
Notifications: Notifications section includes the list of all notifications generated during the testing period.
Each notification include the time at which it has been generated and a description of the event.
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
14
T3.5 – Ambient UI – Specifications (II)
•
Groups of Occupants:
–
Main functionalities as Individual Occupants
–
Differentiations:
1. Tablet view
2. Not personalized information but a spatial –oriented analysis
3. Schedule Manager: Settings only about the specific area presented
4. Not external preferences defined by the users Implicit profiling only
5. The same view also available in a web based environment (remote view or view from PCs)
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
15
T3.5 – Ambient UI – Specifications (III)
•
Facility Manager:
–
Homepage
1. A box containing a summary of the most important data (Total consumption, Total consumption
of the day, Environmental conditions, System Information operation)
2. A graphical overview of the area with the spaces and the zones as defined for the INERTIA pilot
area (CERTH Premises)
3. A box including all the main parameters to be examined.
–
Consumption Monitoring: Real time information for the pilot premises
o Extrapolation of this information in DER types & Spaces
–
Historical Consumption Monitoring: Historical Energy consumption representation
–
Business Domain Monitoring : Real time and Historical Cost of Energy (Based on retailer prices)
–
Occupancy data: Real time and historical information about the occupancy levels. Aggregate data of
occupancy per space
–
User Preferences: Based on the occupancy levels, extraction of the User Preferences Spatial analysis
for groups of occupants
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
16
T3.5 – Ambient UI – Specifications (IV)
•
Facility Manager (II):
– System Statistics : A list of KPIs related to the facility manager operations has to be defined.
– Schedule Manager : Facility Manager to handle the scheduling procedure within each zone/subarea
– Notifications : Different types of Notifications – Logging Mechanism (Abnormal situations
/Events)
– Operational mode Settings : The FM to handle the operational mode of the entire
infrastructure. (Green operation, Cost minimization , Sustainable operation, Customized, On
vacation).
– Management rule setting : FM settings about the operational modes of the INERTIA
– DR activation mode will be also handled:
1. ON: The DR event bypasses the operational mode of the building
2. OFF: The DR event is not taken into account.
– Device Control Operation : Apart from the above mentioned monitoring functionalities on
different types of DERs, the facility manager will be able to remotely control the devices.
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
17
T3.5 – Ambient UI - Architecture
•
Architectural Approach View
ENG Suggestion: MVP Modeling approach
– Model: Representation of the additional models ( Occupants with ID, Groups of Occupants,
Facility Manager) through the respective agents
– Presenter: Web Presenter + Mobile Presenter Modules
– View: Additional Views available for the End Occupants & Facility Manager
Overall approach provided on the document of Architecture D1.4
•
Development – Deployment View
– Occupants with ID: Smartphone applications (Android + iOS Applications)
– Groups of occupants: Tablets in 2-3 zones. (to define the installation zones)
– Groups of occupants: Information also available through a web interface
– Facility Manager: A single Web Interface for remote access control and management.
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
18
T3.5 Dependencies – Required
Contributions (M17-M24)
•
Contribution from other WPs (WP1, WP2) and involved partners
– WP1: Requirements for the Ambient User Interfaces& User Profiling Mechanism
– WP1: Pilot survey (Installation of the tablets User Interfaces)
– WP1: Overall architecture approach for the placement of the components within the
Architecture
– WP2 – Task 2.1 – Task 2.4 Fully Completed KPI values for the Ambient UIs
– WP3 – Task 3.1 – Task 3.2 Fully Completed || Task 3.3 & 3.4 in Parallel Progress
Prerequisites for providing feedback to T3.5 work
•
All involved partners will contribute in relation to the following :
1.
2.
3.
4.
5.
HYPERTECH : Task Leader, User Profiling Algorithms and Semantic Models (Task 2.3)- Ambient User Interfaces specs
ALMENDE : MAS Components incorporating User Profiling Models & Ambient User Interface Modules
ALMENDE & CNET : Web based User Interface (Facility Manager)
ENG& CERTH : Mobile Devices User Interfaces (???)
INDESIT: Interfacing with Smart Appliances - Other??
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
19
T3.5 Work Plan for the next period
Work in Parallel
•
User Profiling mechanism:
1. First prototype version covering some aspects of the User Profiling mechanism (M16). (Based on the
HYPERTECH Pilot area)
2. Continuous fine-tuning of the data model-algorithmic approach in order to extract a fully fledged
approach (M20) Incorporation of time parameter in the model (TTCA parameter)
3. Integration of the User Profiling Mechanism to the Holistic Flexibility Framework (M24)
4. We need data in order to examine our approach
•
Ambient User Interface mechanism (Based on Initial Plan) :
1st Version of Smartphone & Tablet Apps. (Android: M16- iOS: M20) (ENG - CERTH)
Final Version of Smartphone & Tablet Apps. (Android: M24) (ENG - CERTH)
Web Interface for the Facility Manager – Monitoring Functionality. (M18) (CNET, ALMENDE)
Web Interface for the Groups of Occupants. (M20) (CNET-ALMENDE)
Web Interface for the Facility Manager – Control Functionality. (M20)- Final Version (CNET, ALMENDE)
Demo presentation of partially results on Android Apps & Web UI for FM (Monitoring). (Next Plenary
meeting) (ENG - CNET)
7. Integration of the Ambient UI Mechanism to the Holistic Flexibility Framework. (M24) (ALMENDE, ALL)
1.
2.
3.
4.
5.
6.
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
20
Discussion
Questions??
Thank You !!!
05/02/2014
INERTIA 5th Plenary Meeting, Rotterdam
21