Hitchhiker s Guide To Interoperability

Grid Interop Hitchhiker’s Guide To Interoperability November 7, 2007 Sempra Energy utilities Chris Chen, Enterprise Architect Terry Mohn, Technology...
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Grid Interop

Hitchhiker’s Guide To Interoperability November 7, 2007

Sempra Energy utilities Chris Chen, Enterprise Architect Terry Mohn, Technology Strategist

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GridWise Architecture Council •

Who

• Respected experts • Volunteers • Cross-sector organizations

Becker Capital Drummond Group • What Electricite de France • Principles of interaction Energy Control, Inc. • Interoperability EnerNex IBM Advocating Infotility Facilitating Invensys Eye on the Future KEMA Northwestern Univ Silverstein Consulting The Electricity Community Southern Calif. Edison  The future is in the linkage of sectors across the electricity Tennessee Valleychain. Authority 2

DOE GridWise Program

Scope Apply advances in information/communication/control technologies to transform the electric system into a smart automatic network, with grid/market/customer price transparency Goal – intelligent & secure grid Power Quality

Flexible

Affordable

Reliable

Efficient

Robust Adaptable 3

SelfHealing

Modernizing electric distribution into the information age

Major R&D Areas • Architecture & Communication Standards • Distribution Operations, Automation & Load Management • Modeling & Simulation • Integrated Demonstration

What do we mean by “interoperability”?

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What do we mean by “interoperability”?

Interoperability is seamless, real-time communication and actionable information exchange between all players in the electricity chain

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Why is interoperability important?

Affects on the system integrator Affects on the business decision maker Affects on the policy-maker Affects on the technology provider/vendor Affects on the end-user

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Reduce Distance to Integrate

No standard exists, requires completely custom integration Interfaces can be transformed and/or mapped Party A

Party B

Interfaces use a common model ‘Plug and Play’ standard defined

Credit: Scott Neumann, UISol position paper 7

GWAC Mission - Interoperability



Interoperable Software and Systems:

Organization/Human • Business process • Interrelations • Issues • Policies • Communities





Information • Semantics • Syntax • Data • Business domains

Technical/ (systems) • Standards • Inter-connectivity • Compliance

• • • • • • • •

Reduces integration cost Reduces cost to operate Reduces capital IT cost Reduces installation cost Reduces upgrade cost Better security management More choice in products More price points & features

All items provide compounding benefits

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What do we mean by “Framework”?

• Framework organizes concepts and

• •

provides common context and terms for discussion of detailed technical aspects of interoperability Model identifies a particular problem space and defines a technology independent analysis of requirements Design maps model requirements into a particular family of solutions



Uses standards and technical approaches

• Solution manifests a design into a particular developer software technology



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Ensures adherence to designs, models, and frameworks.

Borrowed from NEHTA: Australian National EHealth Transition Authority

Important roles within the framework

Recognizing various roles impact decision making • The role of terminology • Are we talking about technology or business processes? • Need agreement from the participants what we are talking about.



The role of domains (and authority)

• •



Areas of influence and responsibility Delivering actionable results

The role of standards and where they fit

• • •

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Significant for the technology consumer (i.e. utility) Impact product availability Widely discussed amongst all stakeholders

System Integration Philosophy

• Agreement at the interface • •

Create an interaction contract Terms and conditions, consequences for failure to perform…

• Boundary of authority •

Respect privacy of internal aspects on either side of the interface (technology choice and processes)

• Decision making in very large networks • • •

Decentralized/autonomous decision-making Multi-agent v. hierarchical approach Addresses scalability, evolutionary change, eases integration

• Role of standards in the framework • •

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Encourages standards for improving interoperation Agnostic to specific standards and technologies

Framework Inspirations NEHTA Interop Framework

Layers of Coalition Interoperability OSI Stack

7 Application 6

Presentation

5

Session

4

Transport

3

Network

2

Data Link

1

Physical

A. Tolk, Beyond Technical Interoperability, 8th CCRTS, National Defense University, Jun 03

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Framework Categories

Pragmatic aspects of interoperation

• • •

Organizational • Policy and business drivers Informational • The information exchanged and its meaning Technical • Syntax or format of information

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Interoperability Categories 8: Economic/Regulatory Policy

Organizational (Pragmatics)

7: Business Objectives

Strategic and Tactical Objectives Shared between Businesses

6: Business Procedures

Alignment between Operational Business Processes and Procedures

5: Business Context

Informational (Semantics)

Technical (Syntax)

Relevant Business Knowledge that Applies Semantics with Process Workflow

4: Semantic Understanding

Understanding of Concepts Contained in the Message Data Structures

3: Syntactic Interoperability

Understanding of Data Structure In Messages Exchanged between Systems

2: Network Interoperability

Exchange Messages between Systems across a Variety of Networks

1: Basic Connectivity 14

Political and Economic Objectives as Embodied in Policy and Regulation

Mechanism to Establish Physical and Logical Connectivity of Systems

E

E+I

I

Example: Demand Pricing Signal



Economic/Regulatory Policy

• PUC issues retail real-time price signal policy



Business Objectives

• Electricity retailer objectives align with building services providers to aggregate demand • Building owners choose service provider with package that best meets their needs



Business Procedures

• Hour ahead price sent by electricity retailer to building service providers, acknowledgement returned with forecast next hour demand



Business Context

• Tailored portion of CIM, e.g., model building and energy price information



Semantic Understanding

• IEC 61968/61970 Common Information Model (CIM) in W3C OWL



Syntactic Interoperability

• SOAP messaging, UDDI registry and discovery, XML



Network Interoperability

• TCP/IPsec



Basic Connectivity

• IEEE 802.11 wireless mesh network to building controller

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Cross-cutting issues

• • • • • • • • • •

Shared Meaning of Content Resource Identification Time Synchronization and Sequencing Security and Privacy Logging and Auditing Transaction and State Management System Preservation Performance, Reliability, and Scalability Discovery and Configuration System Evolution 16

Framework Areas of Investigation

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Example: Cross-cutting





Resource Identification • names have duplicates, • we have driver's licenses, passports, health cards • we're always filling in user ids for every website we do business. System Preservation • if something fails, don't lean on others unless you know they're prepared to handle it.



Discovery and configuration • look for and arrange a rental car • unless agreements are clearly stated and support mechanisms supported, then interoperation gets messed up.

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Grid Interop Forum

Workshop + v1.0

Constitution

Impact

Phased Progression

Interoperability Culture

Community Interoperability Awareness

Foundation Phases Introductory Phases Time

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Future Framework Material

Interoper ability Ca tegories

Interoper ability Ca tegories

Cr os s-c utting Iss ue s



















S ystem P reser vation

S ystem E volutio n

S ecurit y & P rivacy

Logg ing & Au diting

Tr ansaction & S tate Mg t

Resource I dentific ation

Discover y & Conf igur ation

S har ed Meaning of Conten t

Tim e Synch & S equen cing







2: Net work I nteroperabi lit y

Per for mance/Reliability/S calabilit y 

3: Syntact ic I nterope rab ilit y









4: Semant ic Underst andin g

Te chn ic al



5: Busi ness Cont ext In fo rmat ion al

1: Basic Connecti vi ty





















7: Business O bjecti ves 6: Business Procedures

S ystem E volutio n

S ecurit y & P rivacy

Logg ing & Au diting

Tr ansaction & S tate Mg t

Resource I dentific ation

Or ga niza tio na l

Discover y & Conf igur ation

S har ed Meaning of Conten t

Tim e Synch & S equen cing

S ystem P reser vation















2: Net work I nteroperabi lit y



3: Syntact ic I nterope rab ilit y



5: Busi ness Cont ext 4: Semant ic Underst andin g

Te chn ic al

Cr os s-c utting Iss ue s

8 : Economic/ Regulat ory Policy

7: Business O bjecti ves 6: Business Procedures

In fo rmat ion al

Per for mance/Reliability/S calabilit y 

8 : Economic/ Regulat ory Policy Or ga niza tio na l

Interoper ability Ca tegories

1: Basic Connecti vi ty

Cr os s-c utting Iss ue s

Interoper ability Ca tegories

Cr os s-c utting Iss ue s



















System Preser vation

System E volutio n

Secur ity & P rivacy

Lo gging & Auditing

T ransactio n & S tate Mgt

Resour ce Identific ation

Disco ver y & Con figur ation

Sh ared Meanin g of Conten t

Time S ynch & S equen cing





P erfo rmance/Reliability/S calability 



2: Net work I nteroperabi lit y







5: Busi ness Cont ext 4: Semant ic Underst andin g 3: Syntact ic I nterope rab ilit y Te chn ic al



7: Business O bjecti ves 6: Business Procedures

In fo rmat ion al



8 : Economic/ Regulat ory Policy Or ga niza tio na l

1: Basic Connecti vi ty

(windows onto the Framework)





System Preser vation

















Secur ity & P rivacy

Lo gging & Auditing

T ransactio n & S tate Mgt

System E volutio n

Resour ce Identific ation

Disco ver y & Con figur ation

Time S ynch & S equen cing

Sh ared Meanin g of Conten t

P erfo rmance/Reliability/S calability 







2: Net work I nteroperabi lit y





5: Busi ness Cont ext 4: Semant ic Underst andin g 3: Syntact ic I nterope rab ilit y Te chn ic al



7: Business O bjecti ves 6: Business Procedures

In fo rmat ion al



Or ga niza tio na l



8 : Economic/ Regulat ory Policy



Executive Summaries

1: Basic Connecti vi ty

FRAMEWORK Interoperability Categories

Cross-cutting Issues

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Interoper ability Ca tegories

tools

System Preser vation

















T ransactio n & S tate Mgt



Secur ity & P rivacy

Lo gging & Auditing

System E volutio n

Resour ce Identific ation

Disco ver y & Con figur ation

Time S ynch & S equen cing

Sh ared Meanin g of Conten t













2: Net work I nteroperabi lit y

P erfo rmance/Reliability/S calability 



5: Busi ness Cont ext 4: Semant ic Underst andin g 3: Syntact ic I nterope rab ilit y Te chn ic al



7: Business O bjecti ves 6: Business Procedures

In fo rmat ion al

1: Basic Connecti vi ty

1: Basic Connectivity

checklists

Cr os s-c utting Iss ue s

8 : Economic/ Regulat ory Policy Or ga niza tio na l







 System Preservation



System Evolution

 Transaction & State Mgt



Discovery & Configuration

 Logging & Auditing







 Security & Privacy



2: Network Interoperability





Time Synch & Sequencing 

3: Syntactic Interoperability

Performance/Reliability/Scalability 

 4: Semantic Understanding

Actionable Companion Documents

Resource Identification

5: Business Context Informational

Technical

Shared Meaning of Content

7: Business Objectives 6: Business Procedures

Grid Interop Papers (technical expertise)



Organizational



8: Economic/Regulatory Policy

Architecture Documents

scenarios



Beyond the Grid-Interop Forum



• •



Engage larger community to advance interoperability • Review proposals from action roundtables • Select projects/efforts to improve interoperability • Collaborate with other groups with stakeholder balance Review body for designs of smart grid interactions • GridApp, IntelliGrid, MGI, DOE as requested Initiate tools to advance interoperability • Framework and checklist companion material • Articulate cross-cutting issues • Interoperability landscape (players, interfaces, technologies/stds) Governance of material • Constitution principles, framework, checklist, etc. 21

Next Session



Decision-maker’s checklist review in next session DecisionMakers’ Checklist 1. 2. 3.

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Questions

Chris Chen - [email protected] Terry Mohn - [email protected]

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