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CIM for Enterprise Integration - IEC 61968 Series

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					CIM for Enterprise Integration
                              for the
          CIM University, CIM Users Group
                         in San Francisco, CA
                           October 11, 2010




                     For further information, contact:
                Greg Robinson (grobinson@xtensible.net),
                      Convener of IEC TC57 WG14
      Co-Chair of SG-Systems WG (of OpenSG of UCA Users Group)
   ZigBee & HomePlug SEA – Smart Energy Profile 2.0 Leadership Team
        NIST SGIP – Smart Grid Architecture Committee Member
Agenda


• CIM for enterprise integration (IEC 61968)
   – Overall Scope, Approach
   – Messaging
   – Highlights for Using CIM
         • AMI, DMS, OMS, GIS, CIS
         • Asset management, work management
   – Supporting the smart grid




                                                                     Slide 2
                   CIM Users Group: CIM for Enterprise Integration
This is Not a Good Practice For Wires Integration;
It’s Not Good For Data Integration Either!




                                  Wires Integration Anarchy!



                                                                              Slide 3
                            CIM Users Group: CIM for Enterprise Integration
 Goal: Interface Standards Should Be Based on Common Semantics
 (e.g., CIM) to Avoid Adding to ‘Integration Anarchy’



                OMS                              GIS                     CIS



                    Integration Infrastructure




                WMS                              DMS                    AMR
                                                                          Data Integration Anarchy!
Integration anarchy is a chaos of:                                             Without
    (1)   duplicated logic,                                                   Common
    (2)   duplicated data,                                                   Semantics,
                                                                            Point-to-Point
    (3)   duplicated effort,                                               Integration Will
    (4)   newly acquired integration difficulties,                         Continue at the
    (5)   lack of ability to easily create new application functionality from Data Level
        services, and
    (6) lack of ability to support business processes with applications
Integration anarchy will result in higher costs and an inflexible, brittle Smart Grid
System of Systems               CIM Users Group: CIM for Enterprise Integration
                                                                                 Slide 4
The IEC 61968-1 Interface Reference Model (IRM) Provides The Framework For
Identifying Information Exchange Requirements Among Utility Business Functions
                                                                                                                                                    Maintenance and
    IEC 61968 Sequence Diagrams are organized by the IRM                                                                                             Construction
                                                                                                                                                   (MC) – IEC 61968-6
                        Network Operations                                Records & Asset
                        (NO) – IEC 61968-3                                 Management                                                                   Maintenance &
                                                                         (AM) – IEC 61968-4                Operational Planning                        Inspection (MAI)
                                                                                                              & Optimization
             Network Operations         Operation Statistics                                                                                          Construction WMS
             Monitoring (NMON)          & Reporting (OST)
                                                                          Substation & Network              (OP) – IEC 61968-5                              (CON)
                                                                            Inventory (EINV)
               Network Control         Network Calculations                    Geographical                        Network Operation                      Design &
                   (CTL)                - Real Time (CLC)                    Inventory (GINV)                       Simulation (SIM)                   Estimate (DGN)

              Fault Management         Dispatcher Training                  General inventory                                                            Scheduling
                                                                                                                    Switch Action
                     (FLT)                    (TRN)                         management (GIM)                                                          & Dispatch (SCH)
                                                                                                                   Scheduling (SSC)

            Operational Feedback                                             Asset Investment                  Power Import Sched.                          Field
              Analysis (OFA)                                                  Planning (AIP)                   & Optimization (IMP)                    Recording (FRD)




                                                      Application Integration Infrastructure

 Network Extension                    Customer                            Meter Reading & Control                                               External to DMS
      Planning                         Support                              (MR) – IEC 61968-9                                                      (EXT)
 (NE) – IEC 61968-7               (CS) – IEC 61968-8                 Meter Reading                 Meter Data                    Energy Trading           Customer Account
                                                                        (RMR)                   Management IMDM)                      (ET)                Management (ACT)
       Network                      Customer Service
  Calculations (NCLC)                    (CSRV)                    Advanced Metering             Metering System                       Retail                  Financial
                                                                   Infrastructure (AMI)                (MS)                            (RET)                     (FIN)
   Project Definition                 Trouble Call
         (PRJ)                     Management (TCM)                 Demand Response             Meter Maintenance                      Sales             Business Planning &
                                                                         (DR)                         (MM)                             (SAL)               Reporting (BPR)
     Construction                     Point Of Sale
   Supervision (CSP)                     (POS)                        Load Control                                           Stakeholder Planning &            Premises
                                                                                                 Meter Data (MD)               Management (SPM)                 (PRM)
                                                                         (LDC)
     Compliance
  Management (CMPL)                                                 Meter Operations                                             Supply Chain &            Human Resources
                                                                         (MOP)                                                    Logistics (SC)                (HR)


                                                                                                                                                                           Slide 5
                                                             CIM Users Group: CIM for Enterprise Integration
  Key Concept: Incremental Integration
  - in Step With Business Needs




                                                 GIS
                OMS
                  OR                                                                  CIS
                                                                                       TT
  IEC 61968
IRM Interface


                             Semantically Consistent ESB




                WMS                                                                   AMR

                                                DMS                                   Information Flow Design
                                                                                        CIS        OMS        DMS

                                                                     Trouble Ticket           TT
                                                                                                         OR
                                                                     Outage Record
                                                                                                         Slide 6
                              CIM Users Group: CIM for Enterprise Integration
Key Concept:
Replace Large Monolithic Applications ‘a Chunk at a Time’




                                                                                     Other Apps
                                                        CIM Message Types             Other Apps
                                                                                        Other Apps




                                                         Maintenance &
                                         Construction
                        Scheduling




                                                                         Recording
                                                          Inspection
               Design


                           Work




                                                                           Field
                                      WMS




                                                                                            Slide 7
                        CIM Users Group: CIM for Enterprise Integration
Agenda


• CIM for enterprise integration (IEC 61968)
   – Overall Scope, Approach
   – Messaging
   – Highlights for Using CIM
         • AMI, DMS, OMS, GIS, CIS
         • Asset management, work management
   – Supporting the smart grid




                                                                     Slide 8
                   CIM Users Group: CIM for Enterprise Integration
IEC 61968 Basic Message Structure

                                                   • A verb to identify the
                                                     type of action being
                                                     taken
                                                   • A noun, to identify the
                                                     type of the payload
                                                   • The payload, which
                                                     contains the data
                                                     relevant to the
                                                     information exchange
                                                     as defined using a
                                                     profile

  [source: IEC 61968-1]

                                                                            Slide 9
                          CIM Users Group: CIM for Enterprise Integration
   Message Header
Field            Description
Verb             This enumerated list of verbs can be used to form message types in compliance
                 with the IEC 61968 standard
Noun             The Noun identifies the main subject of the message type, typically a real world
                 object defined as a profile using the CIM.
Revision         Revision level of the message type.
Context          Intended context for information usage such as production, testing and etc.
Timestamp        Application level relevant time and date for when this instance of the message type
                 was produced. This is not intended to be used by middleware for message
                 management.
Source           Source person or system that publishes the message
AsyncReplyFlag   Indicates whether or not reply should be asynchronous
ReplyAddress     Address to be used for asynchronous replies
AckRequired      Indicates whether or not an acknowledgement is required
User             User information of the sender
MessageID        Unique message ID to be used for tracking messages
CorrelationID    ID to be used by applications for correlating replies
Comment          Optional comment
Property         Message properties can be used to identify information needed for extended
                 routing and filtering capabilities.
                                                                                 [source: IEC 61968-1]
                                                                                                         Slide 10
                               CIM Users Group: CIM for Enterprise Integration
Message Types Are Created By Combining IEC 61968 Verbs With
Information Exchange Topics, Referred To As Nouns

            Verbs                      Meaning                              Message Body
          CREATE    The CREATE verb is used to publish a request to        All sections (data
                    the master system to create a new document.            required to create the
                                                                           document)
          CHANGE    The CHANGE verb is used to publish a request to        All sections (key(s) +
                    the master system to make a change in the              data to be changed)
                    document based on the information in the
                    message.
          CANCEL    The CANCEL verb is used to publish a request to        Header information +
                    the master system to cancel the document. The          message content key(s)
                    CANCEL verb is used when the business content
                    of the document is no longer valid due to error(s).
          CLOSE     The CLOSE verb is used to publish a request to         Header information +
                    the master system to close the document. The           message content key(s)
                    CLOSE verb is used when the business document
                    reaches the end of its life cycle due to successful
                    completion of a business process.
          DELETE    The DELETE verb is used to publish a request to        Header information +
                    the master system to delete the document. The          message content key(s)
                    DELETE verb is used when the business
                    document should no longer be kept in the
                    integrated systems either due to error(s) or due to
                    archiving needs.
          GET       The GET verb is used to publish a request to the       One or more document
                    master system to get the current data for a given      reference codes +
                    document reference code or a set of documents.         Key(s)

                                                                           [source: IEC 61968-1]
                                                                                                    Slide 11
                         CIM Users Group: CIM for Enterprise Integration
  Verbs                         Meaning                             Message Body
CREATED      The CREATED verb is used to publish the               All sections
             creation of a document as a result of either an
             external request or an internal action within the
             master system of that document.
CHANGED      The CHANGED verb is used to publish the               All sections (key(s) +
             change of a document as a result of either an         changed content)
             external request or an internal action within the
             master system of that document.
CLOSED       The CLOSED verb is used to publish the normal         Header information +
             closure of a document as a result of either an        message content key(s)
             external request or an internal action within the
             master system of that document.
CANCELED     The CANCELED verb is used to publish the
             cancellation of a document as a result of either an
                                                                   Header information +
                                                                   message content key(s)
                                                                                             (IEC 61968
             external request or an internal action within the
             master system of that document.
                                                                                             Verbs - continued)
SHOW         The SHOW verb is used to publish the most             All sections
             current content of a document as a result of either
             an external GET request or an internal action
             within the master system of that document.
REPLY        The REPLY verb is used to publish the processing      Header information +
             result of an external request to the master system    message content key(s)
             to create, change, delete, cancel, or close a         + confirmation
             document. The REPLY message type could                information +
             contain specific confirmation information as to       alternatives (optional)
             whether the request is processed successfully or
             not and provide alternatives if applicable.
SUBSCRIBE    The SUBSCRIBE verb is used to publish the             Header information +
             request to ask the master system of a document        message content key(s)
             to publish a CHANGED document whenever there
             is a change to the document.
UNSUBSCRIB   The UNSUBSCRIBE verb is used to publish the           Header information +
E            request to ask the master system of a document        message content key(s)
             to stop publishing a CHANGED document                                                   [source: IEC 61968-1]
             whenever there is a change to the document.

                                                                                                                 Slide 12
                                      CIM Users Group: CIM for Enterprise Integration
   Example of a “message type” payload




[source: IEC 61968-1]



                                                                          Slide 13
                        CIM Users Group: CIM for Enterprise Integration
Example of how message elements are derived from the CIM




class part9: MeterReadings message type


                                                                          I dent ifiedObject
                                        + ServiceDeliveryPoint
                                                                        Metering::
                                                          0..1     ServiceDeliveryPoint



                                                                              Agreement
                                        + CustomerAgreement
                                                                   Customers::
                                                          0..1 CustomerAgreement


                      + MeterReadings
   I dent ifiedObject                                                Act ivit y Record
                                            + EndDeviceEvents
      Metering::      0..*                                        Metering::
   MeterReading + MeterReadings                            0..* EndDeviceEvent

                    0..*
                    + MeterReading
                                                                    EndDeviceAsset
                    0..1                                             Metering::
                    + MeterReadings               + MeterAsset       MeterAsset
                    0..*                                   0..1
                    + MeterReading             + IntervalBlocks
                                                                      Metering::
                    0..1                                    0..*
                                                                     IntervalBlock
                    + MeterReadings

                    0..*
                                                   + Readings
                                                                   Measurement Value
                                                          0..*
                                                                   Metering::Reading




     [source: IEC 61968-1]

                                                                                                                   Slide 14
                                                                 CIM Users Group: CIM for Enterprise Integration
       Navigating associations in CIM (UML notation)


class part9: MeterReadings message type


    I dent ifiedObject
     Metering::
    MeterReading


                                                                                     + IntervalReadings Measurement Value     + IntervalReading
                                                                                                               Metering::
                                                                                                     0..*   IntervalReading   1


                         + MeterReading   + IntervalBlocks                   + IntervalBlocks

                         0..1                         0..*    Metering::     0..*
                                                             IntervalBlock                      + Pending                         + ReadingQualities
                                                                                                            Metering::
                                                                                                                                             0..*
                                                                             0..*                    0..1    Pending
                                                 + IntervalBlocks   0..*     + IntervalBlocks
                                                                                                                                     Metering::
                                                                                                     + Pending    0..1             ReadingQuality


                         + ReadingType
   I dent ifiedObject
     Metering::          1
    ReadingType          + ReadingType

                         1




                                                                                                                                        Slide 15
                                            CIM Users Group: CIM for Enterprise Integration
Navigating associations in message type schemas




                                                                       Slide 16
                     CIM Users Group: CIM for Enterprise Integration
Agenda


• CIM for enterprise integration (IEC 61968)
   – Overall Scope, Approach
   – Messaging
   – Highlights for Using CIM
         • AMI, DMS, OMS, GIS, CIS
         • Asset management, work management
   – Supporting the smart grid




                                                                     Slide 17
                   CIM Users Group: CIM for Enterprise Integration
Case Study: LIPA Asset Management and Organization                                     (source: IEEE 2009)




Asset Owner                                                                                           Asset Manager
 Responsibilities:                                                                                    • Asset Optimization
• Asset valuation                                                                                     • Asset yield contribution
• Investment analysis & strategy                                                                        understanding
• Contract negotiation/structuring                                                                    • Financial structuring
• Regulatory oversight                                                                                • Business development
• Market & economic analysis                                                                          • Asset specifications &
• Portfolio management                                                                                  standards
• Capital allocation                                                                                  • Full lifecycle asset
• Asset financial & operating                                                                           management
  performance analysis                                                                                • Asset data management
• Asset planning                                                                                      • Workload management
• Asset acquisition &                                                                                 • Asset financial and
  monetization                                                                                          operating performance
                                                                                                        analysis
                                                                                                      • Asset strategy & plan
Service Provider
                                                                                                        development
 Responsibilities:                                                                                    • Asset full lifecycle
• Construction & maintenance                                                                            financial & operational
  project management                                                                                    data analysis
• Materials sourcing & inventory                                                                      • Regulatory strategy &
  management                                                                                            negotiation
• System engineering & design                                                                         • Contract management
• Bargaining unit negotiations                                                                        • Risk management
• Workforce scheduling &                                                                              • Asset data requirements
  deployment                                                                                            definition
• Work practice design &                                                                              • Asset opportunity
  development                                                                                           development & analysis
• Asset data input and collection                                                                     • Industry Best Practices
• Workforce training
• Marketing & sales of services
• Competitor analysis




                                                                                                                        Slide 18
                                     CIM Users Group: CIM for Enterprise Integration
Case Study: LIPA Asset Management Concept (source: IEEE 2009)


                                                                                           MSA
                                         Asset Management
                                         AssetManagement
                                               Management
                                              Asset                             Service
                                              Owner         Asset Manager       Provider
     LIPA
     LIPA             Risk
                    Management                                           Impl      Exe
     Goals                                   Strategy Plan




                                                                                                 Assess Effectiveness
      Goals                                                             ement      cute
     Customer
    Satisfaction                             Data and Process Integration – CIM/IB/SOA

     Financial                                            Risk Assessment
                                                          Risk Assessment
    Technical                               Risk                  Risk            Risk
   Performance                              Status               Drivers        Tolerance

    Regulatory
                                         Assets & Processes (O&M&Planning) aspects
                                                                                 KRIs/Risk
       KPIs                            Visualization Dynamic Criticality
                                                        FMEA                     Indicators



                                                                                                   Slide 19
                      CIM Users Group: CIM for Enterprise Integration
Some Foundational Relationships
of the IEC CIM for Asset Management


          Document                                                                      Organisation
 Information Containers Such As                                                Entities Performing One or More
Asset Catalogues, Trouble Tickets,                                            Roles Such As Customer, Supplier,
        Work Orders, etc.                                                     Manufacturer, Service Provider, etc.

           Location
  A Street Address, Coordinates                                                          Erp Person
 For a Geographic or Schematic                                                  A Person Performing Roles Such
      reference system, etc.                                                     Dispatcher, Field Operator, etc.


 Power System Resource                                                                 Activity Record
Electrical Network Role Used For
                                                                                    Used to Record Each State
   Planning, Operations, etc.
                                                                                      change of CIM objects




       Type Asset                           Asset Model                                      Asset
    Compatible Unit For            Particular Model and Version                   Physical Plant Filling A Role
   Design & Procurement                of a Vendor's Product                    Such As A Transformer, Pole, etc.


                                                                                                         Slide 20
                                  CIM Users Group: CIM for Enterprise Integration
    IEC 61968-4: Records and Asset Management
    (Note: Maintenance Update in Process)

•   Network Data Set
     – Contains data for any part of a distribution network:
          •   Typically selected for operational or extension planning studies
          •   Used in numerous implementations for GIS to DMS integration
          •   Can be part of a feeder, a single feeder or more than one feeder
          •   Can be either the ‘As built’ network or a proposed network selected for analysis
          •   It is a superset of IEC 61968-13 CDPSM (i.e., Distribution’s CPSM)
     – Contains references to other static data such as:
          •   Elements of a TypeAssetCatalogue
          •   Elements of a AssetCatalogue
          •   Assets performing the roles of the associated types of PowerSystemResources
          •   Other “leaf node” elements such as Organisations, Locations, and
              Measurements
•   Change Set
     – Contains updates required in a transaction for an existing
       NetworkDataSet
     – Each step in the ChangeSet is described through a separate ChangeItem.
          • A change item identifies the change type (add, delete, modify)
          • Sequence number for a particular change within a set of changes of a
            ChangeSet.
     – Only the identifiers of the relevant NetworkDataSet messages are to be
       included in a ChageSet message.
          • The actual contents are provided in accompanying NetworkDataSets messages.



                                                                                                 Slide 21
                                    CIM Users Group: CIM for Enterprise Integration
From the logical view to the physical asset view of the same object.
      PowerSystemResource                         0..n
                                                                                                     Organisation
                       (from Core)                                                                  (from TopLevel)
                                                                                          0..n
                                                                     OrgPsrRole
                         0..n   0..n                                (from AssetBasics)

                                                                                                                     1..n




   DocPsrRole                                                                            OrgAssetRole
  (from AssetBasics)                                                                     (from AssetBasics)
                                       AssetPsrRole
                                       (f rom AssetBasics)

                                                                                                                                 ErpInventory
                                                                                                                               (from ERP_Support)


                                                                                                                                  0..1

            +Documents                                        DocAssetRole                          0..n             0..n
                    0..n                                      (from AssetBasics)                                        0..1
                                                                                         0..n
                       Document                  0..n                                                         Asset
      (from DocumentInheritance)                                                                 (from AssetBasics)

                                                                                                              0..1

                                                                                                                     0..1
                       AssetModel      0..n      0..1        TypeAsset                           FinancialProperties
                 (from AssetBasics)                      (from TypeAsset)                           (from AssetBasics)


                                                                                                                                           Slide 22
                                                 CIM Users Group: CIM for Enterprise Integration
  IEC 61968-4: Records and Asset Management
  (Note: Maintenance Update in Process)


• Presentation:
   – Can contain location information for most any element
     represented in the CIM, particularly elements of the distribution
     network.
   – Provides location information of individual assets or power
     system resources
   – Provides a set of location information as a companion to the
     NetworkDataSet.
• Asset List:
   – Can contain various amounts of data for any set of utility assets
   – Contains references to static reference data such as:
       • Elements of an AssetCatalogue
       • Elements of a TypeAssetCatlogue
       • PowerSystemResources that specify the role in which the Asset is
         being used
            – If it has been installed rather than sitting in inventory
       • Other “leaf node” elements such as Organisations, Locations, and
         Measurements




                                                                                   Slide 23
                                 CIM Users Group: CIM for Enterprise Integration
Case Study: Asset Management System Used to Initialize System Control
Center System (source: DistribuTECH2002)




                                                  Asset
                                                Management

                                                                   Asset data sent in XML
                                                   Adapter Transformation into CIM Objects
                                                          Publish AMS data in CIM format
                                               Integration Bus


                                                   Adapter Subscribe to Asset data


                                                  System
                                               Control Center
    [presented at DistribuTECH 2001]

                                                                                            Slide 24
                                       CIM Users Group: CIM for Enterprise Integration
Case Study: Operations Model Capabilities (source: DistribuTECH2002)




                                                                             AMS




    DMS



                                                                                   Slide 25
                           CIM Users Group: CIM for Enterprise Integration
             PowerSystemResource
                      (from Core)

                      0..n

                                     DocPsrRole
                                    (from AssetBasics)

                                                                DocAssetRole
                                                                (from AssetBasics)
                      0..n
                                                                                                                                           AssetListRole
                      Document              0..n                                       0..n            Asset                               (from AssetBasics)
               (from DocumentInheritance)                                                     (from AssetBasics)
                                                    0..n                                                                     0..n



                                                                                                         Collecti on                0..n        AssetList
 Specification
(f rom AssetBasics)                                                                             0..n    (from Collections)                  (f rom AssetBasics)




                                                                                 TypeAssetCatalogue                             AssetCatalogue
                                                                                      (from AssetBasics)                        (from AssetBasics)

                                                                                                 0..1                                                1


                                                                                                 0..n

                                        AssetModel                0..n         0..1     TypeAsset
                                    (from AssetBasics)                                (from TypeAsset)

                                                                                                                                                  0..n
                                                                   0..1

                                                                                                                                AssetCatalogueItem
                                                                                                                   0..n              (f rom AssetBasics)

                                                                                                                                                                  Slide 26
                                                         CIM Users Group: CIM for Enterprise Integration
 IEC 61968-4: Records and Asset Management
 (Note: Maintenance Update in Process)

• Asset Catalogue:
   – A collection of information regarding available types of
     products and materials that are used to build or install an
     Asset(s), to maintain an Asset(s) or to operate an Asset(s).
   – Each catagoue item is for a specific product available from a
     specific supplier.
   – Contains references to static reference data such as:
       • Elements of a TypeAssetCatalogue
       • Specifications
       • Other “leaf node” elements such as Organisations
• Type Asset Catalogue
   – Contains data for a set of utility asset types
   – It is a collection of information regarding generic types of
     assets that may be used for design purposes, analysis, and so
     on
   – A TypeAsset is not associated with a particular manufacturer
   – Contains references to other Documents containing static
     reference data such as:
       • Elements of an AssetCatalogue
       • Other “leaf node” elements such as Organisation


                                                                             Slide 27
                           CIM Users Group: CIM for Enterprise Integration
IEC 61968-6: Maintenance & Construction
(Note: CD in development – paper being presented at Grid InterOp)

    Maintenance and
     Construction                Business Functions Performed
   (MC) – IEC 61968-6
                        •   Maintain and Plan PM Programs
                        •   Manage Inspection and Maintenance “Triggers”
     Maintenance &
                        •   Link Inspection orders to follow-up repair orders
    Inspection (MAI)
                        •   Gather “failure” data

                        •   Initiate and Plan work orders
     Construction       •   Manage material, equipment, and permit requests
     WMS (CON)          •   Manage and Track Work (Workflow)
                        •   Close Work and Support Performance Analysis

                        • Work Design and Cost Estimation
       Design &         • Compatible Unit based Graphical design
    Estimate (DGN)      • Generate Bill of Materials


                        • Assign crew based on work type and skills
      Scheduling        • Determine Schedule Date
   & Dispatch (SCH)     • Perform constraint-based “auto-scheduling”


                        • Gather actual costs and support cost
         Field            reconciliation
    Recording (FRD)     • Monitor work progress
                        • support financial closing with accounting systems



                                                                                     Slide 28
                                   CIM Users Group: CIM for Enterprise Integration
IEC 61968-6: Maintenance & Construction

• Work is created any time a person is required to
  perform an activity related to company assets.
  Examples of work include
  – Construction work (e.g. service installations, line
    extensions, and system betterment projects)
  – Service work (e.g meter replacements, Turn-on, Turn-
    off, etc.)
  – Maintenance work (e.g. routine oil changes, painting,
    etc.)
  – Inspection work (e.g. pole inspections, vault
    inspections, Substation inspections)
  – Trouble work (e.g. Power outage, voltage quality
    problem, etc.)


                                                                   Slide 29
                 CIM Users Group: CIM for Enterprise Integration
IEC 61968-6: Construction & Maintenance

• Current Message Types:
  –   Compatible Units
  –   Construction Work
  –   Crew
  –   Design
  –   Inspect & Test
  –   Labor
  –   One Call Request
  –   Procedure
  –   Service Work
  –   Trouble Work
  –   Work Cost Detail
  –   Work Scheduling
  –   Work Status
  –   Work Task
                                                                    Slide 30
                  CIM Users Group: CIM for Enterprise Integration
Generic “TypeAssets” are used for Design


                                                                                                               CostType             0..1
                                                                 CUGroup
                                                                                                           (f rom WorkClosing)
                                                          (f rom WorkStandards)


                                                           0..1             0..n
                                                                     0..n                                            0..1

                                                          0..n
                                                                                          0..n
                                                   CompatibleUnit                                0..n      CUContractorItem
                                               (from WorkDesign)                                            (f rom WorkStandards)
                                                                                      0..n
                                                                                     0..n
                                     0..n                                           0..n           0..n
                                                   0..n                 0..n
                                                                                                                     Procedure
                                                                                                           (f rom WorkInspectionMaintenance)


                    0..n                                                                                0..n
                                            0..n                            0..n
CUMaterialItem                                                                                              CULaborItem
(f rom WorkStandards)
                                CUAsset                             CUEquipmentItem                       (f rom WorkStandards)
                           (from WorkStandards)                    (from WorkStandards)
           0..n
                                               0..1
                                                                                   0..1
                                                          0..1
    0..1
                                                                            0..1
  TypeMaterial
(f rom WorkStandards)                                       TypeAsset
                                                      (from TypeAsset)



                                                                                                                                           Slide 31
                                        CIM Users Group: CIM for Enterprise Integration
IEC 61968-3: Network Operations
(Note: Maintenance Update in Process)

• Current Message Types:
    – Measurement list;
    – Operational restrictions;
    – Outage records;
    – Safety documents;
    – Switching schedules.
• Regarding “Note”, currently being updated
  through a use case-driven and incremental
  maintenance cycle, with first iteration
  being in support of outage management.
                                                                     Slide 32
                   CIM Users Group: CIM for Enterprise Integration
An Example: Safety Document Classes


                                                                                                    Organisation
                                                                                                     (from TopLevel)                       OrgErpPersonRole
                                                                DocOrgRole
                                                                                                                                                (from TopLevel)
                                                                (from TopLevel)
                                                                                                                           0..n
                                                                                                    0..n
                                                                                                                                       0..n
                                                                                    0..n
     SafetyDocument                                                Document                                                             ErpPerson
                                                           (from DocumentInheritance)                                                (from ERP_Support)
        (from Operational)
                                                                                        0..n
                                                                   0..n                 0..n
                                                                             0..n
                                                                                                                        ActivityRecord
                       OperationalRestriction                                                                0..n      (from ActivityRecords)
                             (from Operational)


                                                                                                     0..n

                                                                                           PowerSystemResource
                                                                                                      (from Core)
                                                                                                                    0..n

                                                                                                                              0..1
 ClearanceTag                1         ConductingEquipment                                 Equipment                           PSRType
   (from Outage)
                                                  (from Core)                                  (from Core)                      (from Core)
                    0..n




                                                                                                                                                             Slide 33
                                                  CIM Users Group: CIM for Enterprise Integration
Safety Document Message Type




                                                                      Slide 34
                    CIM Users Group: CIM for Enterprise Integration
IEC 61968-8: Customer Support
(Note: Update to second CD in Process)

• Current Message Types:
    –   Trouble Ticket
    –   Failure Event
    –   Planned Outage Notification
    –   Call Back
    –   Compliance Event
    –   Outage History
    –   Service Extension Request
    –   ServiceRequest
    –   CustomerServiceAgreement
    –   Customer Billing
    –   Construction Billing


                                                                        Slide 35
                      CIM Users Group: CIM for Enterprise Integration
       Aspects of Customer Accounts




                                                                                                     Agreement
                                          CustomerAccount                                            (from TopLevel)                      Equipment                           ConductingEquipment
                                               (from Consumers)                                                                            (f rom Core)                             (f rom Core)

                                                   1..n                     1                                                      0..n

                                               1                                0..n                                   0..n

                                  CustomerData                                         CustomerAgreement                          0..n       ServiceLocation                    EnergyConsumer
                                  (from Consumers)                                                                                                                                  (f rom Wires)
                                                                                              (from Consumers)                                  (from Locations)
                                                                                                                                    0..n
                                                                                                                                                                                             1
                           0..1         0..1                                               0..n               0..n                                    0..1


                                                                                       1                                                             0..n                                 0..n
                    0..1                       0..n
Organisation                         ErpPerson                           ServiceKind                                                            SDPLocation          0..n    ServiceDeliveryPoint
                           0..n                                      (f rom Consumers)                                                          (from Locations)
(f rom TopLev el)                  (f rom ERP_Support)                                                                                                                           (from Metering)
                    0..n                                                                                                                                           0..n

                                                                                              1                                                                                             0..n



                                                                                                       0..n 0..n
                                                                                                                                                                                            0..n
                                                          Tariff                                  PricingStructure            1                                                PowerQualityPricing
                                                      (from Consumers)                            (f rom Consumers)                                                              (f rom Consumers)
                                                                         0..n          0..n                                                                           0..n




                                                                                                                                                                                       Slide 36
                                                                     CIM Users Group: CIM for Enterprise Integration
A Customer Account Message Type for AMI (IEC 61968-9)




                                                                      Slide 37
                    CIM Users Group: CIM for Enterprise Integration
 IEC 61968-9
 Reference
 Model
      Refer to
Margaret’s presentation
Agenda


• CIM for enterprise integration (IEC 61968)
   – Overall Scope, Approach
   – Messaging
   – Highlights for Using CIM
         • AMI, DMS, OMS, GIS, CIS
         • Asset management, work management
   – Supporting the smart grid




                                                                     Slide 39
                   CIM Users Group: CIM for Enterprise Integration
NIST Conceptual Model




                        CIM Users Group: CIM for Enterprise Integration
                                                                                                Roadmap]
                                                                          [Source: NIST InterimSlide 40
    User groups are a good source of help

 Advisors
                                                                           Operating
                   Board of Directors                                       Officers
  Audit
Committee




Executive                                      Technical Oversight              Technical
                     Help Desk
Committee                                          Committee                   Publications




Marketing                              CIM                           Testing



  Liaison                             61850                      Harmonization




Membership                          OpenSG



              http://www.ucaiug.org/
                                                                                         Slide 42
               CIM Users Group: CIM for Enterprise Integration
                                                  Slide 43
CIM Users Group: CIM for Enterprise Integration
Key Collaboration Concept for
the SG-Systems Working Group




• Standard building blocks are defined by standards
  development organizations (SDOs)
• Requirements (use cases) are gathered from helpful
  sources
   – Utilities
   – Industry initiatives
• The SG-Systems WG articulates Industry Best
  Practices (see next slide) that satisfy requirements
  through the use of standard building blocks.
   – Recommended extensions and changes to standard building
     blocks are provided back to appropriate standards bodies.



                                                                              Slide 44
                            CIM Users Group: CIM for Enterprise Integration
                        OpenSG Focus: Finding/Developing Best Practices &
                        Making Them into Vetted “Industry Best Practices”




               Utility’s
               Projects
             - Design &                      • Local Utility Projects
           Implementations
             ---------------                 • Consortiums & User
             Utility’s                         Groups like OpenSG
                                               (business requirements) &
           Architecture                        CIMug (optimization &
         -----------------------               implementation support)
     Industry Best Practices
     Interoperability Testing                • Standards Development
    ---------------------------------          Organizations (SDOs) like
                                               IEC TC57 Working Group
Industry Best Practices                        14 for the IEC 61968 series
------------------------------------------     of standards, NAESB, IEEE,
   Standards Conformance &                     et al.
      Interoperability Testing
                                                         (of UCAIug/OpenSG/SG-Systems WG)




•The scope of AMI-ENT is the systems and/or applications within and around the utility enterprise and the inter-systems
related business functions and stops at the boundaries of applications and the edge of utility enterprise.
       •The focus is on how these systems are to be integrated and composed to support AMI related business processes and
       functions.
       •Edge applications are those applications that communicate with networks and devices in the field, as well as those that
                                                                                                                         Slide 46
                                              enterprises (generally Enterprise third parties).
       communicate with other businesses or CIM Users Group: CIM fordefined as Integration
Case Study: Consumers Energy and AMI-Ent TF
                                                     Customer                      Distribution
                                                   Info. & Billing                 Management
                                                                                                                  HAN
                                                                                                               Management

                                         Outage
                                                                     Revenue                   AMI Service
                                       Management
                                                                     Protection                 Manager




                                                    Enterprise Bus + Common Model & Service




                                                                       AMI-
                                                                       AMI-ENT


                                                                                    Demand
                                                   Customer
                                                                                   Response
                                                    Portal                                                   AMI Network
                                                                                  Management
                                                                                                               Asset
                                                                                                             Management
                                     Third Party                  Meter
                                                                                           Meter Asset
                                       Portal                     Data
                                                                                           Management
                                                               Management



          Representative of AMI-ENT components, not all inclusive.


                                                                                                                       Slide 47
                                CIM Users Group: CIM for Enterprise Integration
Case Study: AMI-Ent Service Identification




                                                                    Slide 48
                  CIM Users Group: CIM for Enterprise Integration
Case Study: AMI-Ent Inventory of CIM-Based Services
Supporting Use Cases for AMI-Enterprise
Use Case & Integration   Functional Description of Operation      Service Name                Service Operation           Service       Service Provider Information Object
Scenario   Requirement   the Service               Pattern                                                                Consumer      (Inbound - WS) (normalized)
                                                                                                                          (Outbound)
B1-S1      REQ-B1004     MDUS receives the meter Created          MeterReading                CreatedMeterReading         Head End      MDUS             MeterReading
                         reading results on
B1-S12     REQ-B1011     scheduled basis.
                         MDUS receives meter       Created        MeterReading                CreatedMeterReading         Field Tool    MDUS             MeterReading
                         reads
B1-S15     REQ-B1012     MDUS notifies meters with Created        MeterSystemEvent            CreatedMeterSystemEvent     MDUS?         MDUS             MeterSystemEvent
                         reading problems
B1-S15     REQ-B1013     AMI Head End operator       Created      MeterServiceOrder           CreatedMeterServiceOrder    MDUS          Head End         MeterServiceOrder
                         receives meter service
                         orders
B1-S17     REQ-B1014     Request billing determinant Create       BillingDeterminantRequest   CreateBillingDeterminant    CIS           MDUS             BillingDeterminant

B1-S17     REQ-B1014     Request billing determinant Created      BillingDeterminant          CreatedBillingDeterminant   MDUS          CIS              BillingDeterminant

B1-S2      REQ-B1001     Head End receives the       Create       MeterReading                CreateMeterReading          TBD           Head End         MeterReading
                         request for a meter reading
B1-S2      REQ-B1002     on demand
                         MDUS receives a meter       Created      MeterReading                CreatedMeterReading         Head End      MDUS             MeterReading
                         reading on demand

B1-S2      REQ-B1003     A user or system receives   Created      MeterReading                CreatedMeterReading         MDUS          TBD              MeterReading
                         a meter reading on
                         demand
B1-S3      REQ-B1006     CIS receives meter event    Created      MeterSystemEvent            CreatedMeterSystemEvent     Head          CIS              MeterSystemEvent
                                                                                                                          End/MDUS
B1-S7      REQ-B1009     MDUS receives the request Create         MeterReading                CreateMeterReading          Third Party   MDUS             MeterReading
                         for meter readings                                                                               Portal
B1-S7      REQ-B1010     Third party receives the    Created      MeterReading                CreatedMeterReading         MDUS          Third Party Portal MeterReading
                         meter readings
B1-S8      REQ-B1009     MDUS receives the request Create         MeterReading                CreateMeterReading          Third Party   MDUS             MeterReading
                         for meter readings                                                                               Portal
B1-S8      REQ-B1010     Third party receives the    Created      MeterReading                CreatedMeterReading         MDUS          Third Party Portal MeterReading
                         meter readings
B2-S1      REQ-B2001     Send scheduled shut off     Created      ScheduledEvent              CreatedScheduledEvent       CIS           Head End         ScheduledEvent
                         notification
B2-S1      REQ-B2002     Send scheduled shut off     Created      ConnectDisconnect           CreatedConnectDisconnect    CIS           Head End         ConnectDisconnect
                         command
B2-S1      REQ-B2003     Send scheduled shut off     Created      CommonConfirmation          CreatedCommonConfirmation   Head End      CIS              CommonConfirmation
                         command confirmation
B2-S1      REQ-B2004     Send meter read (final)     Created      MeterReading                CreatedMeterReading         Head End      MDUS             MeterReading

B2-S2      REQ-B2005     Request AMI Meter status    Create       MeterStatusRequest          CreateMeterStatus           CIS           Head End         MeterStatus

                                                                                                                                                            Slide 49
                                                               CIM Users Group: CIM for Enterprise Integration
       Application View
                         Services Provided/Consumed by “Customer Information Management”



                         Service Operation                                                      Service Operation


  CommonConfirmation                           CommonConfirmation            ScheduledEvent         Created         ScheduledEvent
                             Created
          MeterStatus                          MeterStatus                ConnectDisconnect         Create          ConnectDisconnect
                             Created
            HanAsset         Created           HANAsset                   MeterStatusRequest        Create          MeterStatusRequest

     AMI Head End
    AMI Head End                                               LoadControlCommandRequest            Create          LoadControlCommandRequest

                                                                                   HANAsset         Create          HANAsset
    BillingDeterminant                         BillingDeterminant
                             Created
                                                                                ServiceToken        Created         ServiceToken
          MeterStatus                          MeterStatus
                             Created
                                                                                                   Changed
                                                                                                                            AMI Head End
    MeterSystemEvent                           MeterSystemEvent                                                            AMI Head End
                             Created


 Meter Data Management
Meter Data Management                                                                               Create
                                                                           BillingDeterminant                       BillingDeterminant

                                                                                                    Change
                                                                          MeterAssetRequest                         MeterAssetRequest

                                                                                                    Create
                                                                    MeterServiceOrderRequest                        MeterServiceOrderRequest


                                                                                                                      Meter Data Management
                                                                                                                     Meter Data Management


                                                   Customer Information Management
                                                  Customer Information Management


Service Consumers                               Service Providers / Consumers                                        Service Providers
                                                                                                                                     Slide 50
                                             CIM Users Group: CIM for Enterprise Integration
Technical View (Patterns)



     Service                  SendMeterReading                              ReceiveMeterReading


                                             CreatedMeterReading                             CreatedMeterReading

     Operations
                                            ChangedMeterReading                              ChangedMeterReading


                                            CanceledMeterReading                             CanceledMeterReading




        Native                                                                                      Native
 A      API or     T        S/C       S/P        Orchestration          S/C          S/P     T      API or        B
        Service                                                                                     Service




        Application A                          Transparent ESB                               Application B




                       Guaranteed delivery within ESB,                               Other interested parties……
                       plus internal routing……
                                                                                                              Slide 51
                                   CIM Users Group: CIM for Enterprise Integration
Common Concerns About The CIM for Integration

   – Concern 1: the CIM is too large
      • For the common systems language, the CIM can be thought of as the
        unabridged dictionary. It is important to note that projects only use the
        portion of the dictionary relevant to their implementation
      • But as the dictionary is is much richer, there will be consistency and
        congruity for other areas that the implementation must interface with.
   – Concern 2: the CIM inhibits innovation
      • Because people don’t have to waste time re-inventing things that have
        been well vetted in the community, they can leverage the existing
        dictionary while focusing more energy on their innovative concept.
      • Not only is this more efficient for the innovator, but it is also much more
        efficient for the people the innovators wants to share his ideas
        with. The community is already educated on how to use the well vetted
        language.
   – Concern 3: the CIM is too slow
      • This is like saying the English language is slow; it is based on the
        speakers command of the language and the choice of media used.
      • When a person communicates with someone, they must:
          1. Articulate the information for the receiver to comprehend it
          2. As a person may then provide this information through the US Postal
             Service, through email, through phone calls, etc., the system may
             provide this information over many types of middleware (messaging,
             file transfers, data base, etc.)
                                                                [source: IEEE T&D Optimization Panel 2010]
                                                                                                             Slide 52
                        CIM Users Group: CIM for Enterprise Integration
Common Concerns About The CIM for Integration (continued)

   – Concern 4: The CIM is too abstract
       • This quality enables the CIM to continue to be relevant and valid even as
         technology continuously changes. The ability to properly convey
         unambiguous information primarily boils down to one’s skills in applying
         the common systems language.
   – Concern 5: The CIM is not a best practice data model
       • For any individual purpose, one can always invent a model that is
         superior to any other existing model.
       • The CIM has not been developed for only one functional area, but rather
         by a wide range of domain experts for integrating disparate applications.
         So for inter-application integration purposes, a superior model does not
         exist and would be difficult to achieve.
   – Concern 6: The CIM is too hard to implement
       • Specialized models are often biased for a particular implementation and
         used with the a specific implementation technology. If the implementation
         never had to interface with other systems, this would be easier.
       • As the CIM is an information model that is technology neutral, using the
         CIM does require following a process that restricts the general information
         model for particular contexts and then generates the appropriate design
         artifacts. The CIM Community has been doing this for some time and
         many tools are available for automating the process.


                                                                [source: IEEE T&D Optimization Panel 2010]
                                                                                                             Slide 53
                        CIM Users Group: CIM for Enterprise Integration
Thank you for your time!

• Good news: The CIM is being used
  extensively – so learning about it is time
  well spent.
• Bad news: The CIM continues to need a
  lot of work and therefore users must be
  prepared for revision management
• Fun news: The CIM is a key NIST
  standard – so we have many exciting
  adventures (HAN, DER, PEV, ADE, DR,
  etc.) to look forward too!

                                                                 Slide 54
               CIM Users Group: CIM for Enterprise Integration

				
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