Open Forum
OASIS Work on PAPs 03, 04, 09
May 25, 2010
Guiding Principles
• See NIST Framework & Roadmap page 48
• Additional functionality and innovation through:
– Symmetry – facilitates bi-directional flows of energy
and information
– Transparency – supports a transparent and auditable
chain of transactions
– Composition – facilitates building of complex
interfaces from simpler ones
– Extensibility – enables adding new functions or
modifying existing ones
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Guiding Principles (2)
– Loose coupling – helps to create a flexible platform
that can support valid bilateral and multilateral
transactions without elaborate pre-arrangement
– Layered systems – separates functions, with each layer
providing services to the layer above and receiving
services from the layer below
– Shallow integration – does not require detailed mutual
information to interact with other managed or
configured components
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Composable Standards
• For scalability
• For independent innovation and evolution
– With agreed interface contracts
• For simplicity
• For reuse
• See NIST Framework & Roadmap page 48
4
Demand Response Interoperation
• Need to include
– Price and Product Definition
– Schedule
– Load and Usage
– Meaning of signals
– Means of communicating
– Security
• Varies for different interactions
• Privacy issues
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DR Interoperation—Composition
• What to compose?
– Price and Product Definition compose EMIX
– Schedule compose WS-Calendar
– Load and Usage compose PAP10 Core Standard
– Meaning of signals in Energy Interop
– Means of communicating in Energy Interop
– Security compose WS-Security and more
• Varies for different interactions
• Privacy issues
• Where to you compose? Application? Standard?
• Long and short term perspective
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Relationships of Standards
Energy
Interop
Schedule
Price+
Product
Def
Usage
&
Load
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OASIS WS-Calendar TC
• Web Services Calendar TC
• http://www.oasis-open.org/committees/wscalendar/
– All committee work visible from the link
• email, documents, minutes, sign up for membership
– Comment mechanism for public comment
– Aiming for first public review in May 2010
• To join or for more information contact chair
– Toby Considine [email protected]
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OASIS Energy Interoperation TC
• Technical Committee Home Page
– http://www.oasisopen.org/committees/energyinterop
– All committee work visible from the link
• email, documents, minutes, sign up for membership
• Specification draft in public review now
– http://www.oasisopen.org/committees/download.php/37925/energyinterop1%200-spec-wd-12.pdf
• To join or for more information contact co-chairs
– William Cox [email protected]
– David Holmberg [email protected]
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Wide Participation
•
•
•
•
•
•
National Labs
Universities
OpenSG OpenADR participants
Meter and Control Companies
Curtailment Service Providers
Recently joined by ISOs
– California ISO
– Midwest ISO
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Current work in Energy Interoperation TC
• Refactoring of OpenADR to meet needs of both
traditional DR and Transactional Energy
• Incorporating Actor standards derived from NAESB
work
• Ensure the use cases and requirements recently
delivered by NAESB are addressed
• Next steps are from
–
–
–
–
Business Requirements to
Interaction model to
Information exchange to
Detailed information model and schema
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Interaction Patterns
ERM
Participant
Entity
A
Entity
B
Entity
A
Entity
A
Entity
C
ERM
Participant
Entity
B
Entity
C
Participant
ERM
Entity
B
Entity
C
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Interaction Patterns (2)
• Interaction Patterns (3)
DR Event Initiator
Entity
A
ERM
Participant
Entity
B
Participant
Entity
F
Entity
C
Participant
Entity
G
Entity
D
Participant
Entity
H
ERM
Entity I
Participant
ERM
Participant
Entity
E
Participant
Entity J
Entity
K
ERM
Participant
Entity
L
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Energy Market Information Exchange
(eMIX) Technical Committee
Status Report
Edward G. Cazalet, Bill Cox Co Chairs
Toby Considine, Editor
[email protected]
May 27th 2010
Download eMIX Draft Standard :
http://www.oasis-open.org/committees/download.php/37959/emix-1.0-spec-wd-06.pdf
OASIS Energy Market Info Exch TC
• OASIS Energy Market Information Exchange TC
• http://www.oasis-open.org/committees/emix/
– All committee work visible from the link
• email, documents, minutes, sign up for membership
– Comment mechanism for public comment
• To join or for more information contact co-chairs
– William Cox [email protected]
– Ed Cazalet [email protected]
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Energy Market Information Exchange
• EMIX : data model and XML vocabulary to
exchange prices and product definitions for
transactional energy markets.
• Price information
• Bid information
• Time for use or availability
• Units and quantity to be traded
• Characteristics of what is traded
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eMIX Information Model
• Intrinsic Qualities (outside the envelope)
– Price & Quantity
• Extrinsic Qualities (inside the envelope)
– Source
– source characteristics
– carbon
– air quality related content (i.e. NOX)
– audit information
– information consists of warrants, that is, assertions
made by an authority.
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Intrinsic Elements
the "outside of the envelope”
EMIX Element
Specification
(Normative)
UID
PartyId
Time Stamp
Market
Context
Emix Intervals
Currency
Identifier of this message
ebCore Party ID
Time this message was produced
An identification of the market in which the product is offered, or
the counterparty if part of a bilateral non-market transaction.
Array of EMIX Energy Intervals. Indicates the time(s) the product
was, is, or will be available and the amount of the product.
A code that indicates the currency used
Extended
Price
Location
The total cost of the transaction over the Delivery Interval.
Meter ID
Energy Type
An identifier designating the meter.
Identifies type of Energy from the list of approved Energy Artifacts
Energy
Artifact
Envelope
Matches the Energy Type
The geospatial location for the product (Point of Delivery)
Container only
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Transactional Energy Market Information
Exchange (TeMIX) White Paper
Edward G. Cazalet, PhD
Co-Chair OASIS Energy Market Information Exchange
Technical Committee
[email protected]
May 27th 2010
Download OASIS TeMIX White Paper :
http://www.oasis-open.org/committees/download.php/37918/TeMIX_20100523.pdf
Why Transactional EMIX?
• How does EMIX address real world energy
market interactions?
• How can business terminology be usefully
integrated into the EMIX standard?
• TeMIX looks at present and possible business
interactions and ramifications for the EMIX
information model
• This white paper is not a draft standard—it
shows ways that the EMIX standard can be
applied
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Transactional Energy Offers & Transactions
• Clear and frequent communication.
• Foreword and real-time for a quantity, in a time
period, at a location.
• Many frequent, small transactions leading to a
position in a time period, at a location.
• Periods : years, months, days, hours, minutes, or
seconds.
• Applies to cost-based and open markets.
TeMIX builds on OASIS eMIX in support of PAP 03 common price communication model.
TeMIX contributes to OASIS Energy Interop in support of PAP 09 standard DR and DER signals.
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Transactional Energy Markets
any party can transact with any other party
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TeMIX Energy Transactions
• Obligation energy transaction
Extends to ancillary service,
transmission, distribution &
environmental commodity products
– An obligation by the buyer to purchase and the
seller to deliver energy over a given period of time
at a constant rate-of-delivery (kW, MW).
• Obligation energy option transaction
– A put (option to sell) or a call (option to buy).
• Full-requirements transaction (limited use in TeMIX)
– provides any amount of energy at variable rate of delivery
during interval.
– subsequent transactions have no baseline.
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Actors in TeMIX
• Party (essentially any actor)
• Party Roles :
 Buyer
 Seller
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The Four TeMIX Information Models
Energy Offer
Elements
Energy
Transaction
Elements
Energy
Option Offer
Elements
Energy
Option
Elements
Price
Extended Price
Option Price
Extended Price
Rate of Delivery
Rate of Delivery
Strike Price
Strike Price
Delivery Period
Delivery Period
Rate of Delivery
Rate of Delivery
Buy/Sell Flag
Buyer
Delivery Period
Delivery Period
Offering Party
Seller
Offering Party
Buyer
Counter Party
Transaction
Execution Time
Offer Availability
Interval
Location
Meter ID
Counter Party
Exercise Party
Seller
Put/Call Flag
Location
Put/Call Flag
Meter ID
Currency
Offer
Availability
Period
Units
Exercise Period
Location
Location
Meter ID
Meter ID
Currency
Currency
Units
Currency
Units
Also, time vector offers and multi-leg
offers (swaps)
Transaction
Execution Time
Exercise Period
Units
Filter as needed
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Event-Based Demand Response
RSP Event-Based Demand Response Call Option: a DR program is a call energy option
RSP offers to a retail customer a call Option Offer (demand response program). The Option
Offer has an option premium price of $20 per kW-month and a strike price of $1 per kWh for
actual energy curtailments. The call option is for any weekday peak hour (12 noon to 8 pm) in the
months of June through September. The option is constrained to be exercised up to 20 hours per
month.
Customer Accepts Event-Based Demand Response Offer:
Customer agrees to 2 kW of curtailment for a monthly payment of 2 kW times $20 per kW-month
or $40 per month.
RSP Exercises Option based on ISO Demand Response Event:
At 1:30 pm, on July 16th, the ISO issues a demand response event (Command) for two hours from
2 pm to 6 pm (4 hours) on July 16th. Per an ISO contract with the RSP, the RSP exercises the call
option for four hours. RSP then Commands the customer to curtail 2 kW from 2 pm to 6 pm. (Note
the chain-of-command)
a DR event initiates a chain-of-commands
Customer Curtails Usage:
Customer reduces his rate-of-delivery by 2 kW (Energy Transaction) from his contracted baseline
position or, in the case of a full-requirements contract, an estimated baseline.
Hourly Metering and Costs:
Meter readings verify the reduction vs. the baseline. Customer is paid 2 kW times 4 hours times $1
per kWh or $8 for the actual curtailment The customer is paid for all events during the month plus
the monthly premium.
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Collaborative Energy Draft Standards
• The following drafts are in public review through
June 21, 2010 (approximate date):
• WS-Calendar TC
• Energy Market Information Exchange TC
• Energy Interoperation TC
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WS-Calendar Public Review Draft
• The following document is in public review
through June 21, 2010 (approximate date):
– WS-Calendar Draft Standard
– http://www.oasisopen.org/committees/download.php/37888/WSCalendar-1%200-spec-wd-06.pdf
– http://www.oasisopen.org/committees/comments/index.php?wg_ab
brev=ws-calendar for how to comment
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EMIX Public Review Drafts
• The following documents are in public review
through June 21, 2010 (approximate date):
– EMIX Draft Standard
– http://www.oasisopen.org/committees/download.php/37959/emix-1.0-specwd-06.pdf
– White paper Transactional Energy Market
Information Exchange (TeMIX)
– http://www.oasisopen.org/committees/download.php/37954/TeMIX20100523.pdf
– http://www.oasisopen.org/committees/comments/index.php?wg_ab29
Energy Interop Public Review Draft
• The following document is in public review
through June 21, 2010 (approximate date):
– Energy Interoperation Draft Standard
– http://www.oasisopen.org/committees/download.php/37955/energy
interop-1.0-spec-wd-12.pdf
– See also EMIX review documents
– http://www.oasisopen.org/committees/comments/index.php?wg_ab
brev=energyinterop for how to comment
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