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Solutions for Meter Data Management
Layne Nelson Product Manager
LODESTAR Corporation
Copyright © 2005 LODESTAR Corporation All Rights Reserved LODESTAR Corporation Confidential and Proprietary Copyright ©2007 LODESTAR Corporation – All rights reserved LODESTAR Corporation – Confidential and Proprietary
Agenda
• What is Meter Data Management (MDM)?
• Market Trends
• Components of an effective Meter Data Management (MDM) Solution
• Will Ontario Distribution Companies need a local operational data store?
What is Meter Data Management?
• MDM solutions provide comprehensive functionality to support the loading, validating, storing, estimating, and publishing of meter data
• Often serving as an enterprise wide operational data store
• Meter Data the lifeblood of any Energy Company
Meter Data Repository
Web based Customer Care
Distribution Planning Pricing Billing Forecasting Settlement
Meter Data
What is Meter Data Management?
• Data collection
• Validating and editing reads
• Exception Management
• Storing Meter Events
• Estimating invalid or missing reads
• Providing data to downstream systems
• Profiling scalar meter reads
• Aggregating meter reads
• Tracking meter inventory
• Providing information directly to endusers
• Performing revenue protection analysis
• Distribution Planning and Support
A system to manage large volumes of data supplied by a variety of metering systems
Why is MDM a Hot Topic?
• Companies are looking for operational efficiencies
– MDM handles details of meter data collection system
– MDM provides data as needed to other applications
– Limit changes to legacy systems
• Customer Service
– Provide all internal and external customers with access to meter data
• Better Asset Management
• Distribution Planning Support
– Sizing of equipment transformers, feeders, substations
Why is MDM a Hot Topic?
• Companies looking for Revenue Protection Opportunities – Find missing revenue – Identify possible theft for further investigation – Reduce field service orders
• Support for AMI Programs – Smart meters, AMR, interval meters, etc.
• Market Initiatives – Ontario Smart Metering Program – EPAct 2005
• Support Demand Response Programs – Time based: TOU, CPP, RTP – Incentive based: Direct Load Control, Interruptible / Curtailment Programs, etc.
Trends in the Market
• Increase Use of Time Series Data – Increase use due to AMI and Demand Reponses Programs • Daily Readings • More time series meters • Critical Peak Pricing • Aggregated usage data by TOU & bill period to support billing
• Market prices
– More interval data is used for downstream business processes • Settlement results • Pricing data • Weather data • Load profiles • Forecast
Meter Data Repository
(Interval & Monthly Read)
Revenue Protection
Load Profiles
Meter Asset
Customer Information
VEE
Exception Management
Revenue Protection
Service/Work Order
Processing
UnMetered Customers
Billing Determinants
Data Analysis
MDM
AMR
Handheld
Driveby
PLC
Broadband Over
Power Line
AMI Solutions
Etc.
UnBilled Energy
Downstream Systems
Transformer Load
Management Auditing
Automated Processes
Reports Demand Response
CIS Billing &
Call Center
Online Presentment
Complex Billing
Settlement
= LODESTAR CCS
Distribution Planning & Analysis Pricing/
New Product Offerings
Forecasting & Energy
Procurement Rate Analysis & Cost of Service
Service/Work Orders
Outage Management
Data
Billing Determinants
Interval Meter Reads
Historical Data
Customer Information
Revenue Protection Incidents
Service/ Work Orders
Demand Response Signals
Aggregated Load
Solution Overview
Solution Overview: Data Gathering & Processing
Gate Keeper for all Inbound Meter Data – Data Collection
• Collect data from various meter types and technologies
– VEE • Automated Validation & Data Cleansing
– Exception Management • Identifies & Routes Meter Exceptions to Appropriate Users and/or Queues
• Meter Events – Revenue Protection
• Identifies Impending Revenue Protection Events
– Service/Work Order Processing • Interface with Service Order System
– During VEE Process àRoutes Select Meter Events to Service Order System
– Initiate from Work Queues as a result of Exception Management Investigation
– Service Order Completion Feedback from Service Order system
AMI Solutions
AMR
Handheld
Driveby
PLC
Broadband Over
Power Line
Etc.
VEE
Exception Management
Revenue Protection
Service/Work Order
Processing
Automated Processes
Solution Management: Data Repository
Customer Information – Customer à Account à Service Delivery Points – Service Point Classification – Billing Cycles & Cycle Dates – SIC Codes
Meter Asset – Meter Events (Current & Historical) – Meter Diagnostic Data
Load Profile – Class Profiles
Revenue Protection Events – Historical archive of Revenue Protection Incidents
Meter Data Repository – Meter Configuration – Meter Reads à Consumption & Interval – Power Quality Data – Kvar, power factors, etc. – Meter Errors and Event Codes
• Revenue Protection Events à Theft/Tamper Indicator
Meter Data Repository
(Interval & Monthly Read)
Revenue Protection Events
Load Profiles
Meter Asset
Customer Information
Solution Overview: Advanced Functionality
UnMetered Customers – Street Lights
Data Analysis – Business Intelligence on Analysis of Meter Data – Graph/Trend view of consumption meter reads
Transformer Load Management – Aggregation of Load Data to the secondary transformer level – Additional Aggregation for Feeder, Substation levels – Transformer Rating & Identification of Transformers exceeding rating.
Reports – Standard Reports for Operational & Business Intelligence
Bill Determinants – Calculation of Billing Determinants
UnBilled Energy – Energy consumed but not invoiced – Typically created at the endofmonth
Auditing – Complete Audit Trail of all Changes
Demand Response – Critical Peak Pricing and TimeofUse Pricing data
UnMetered Customers
Billing Determinants
Data Analysis
UnBilled Energy
Transformer Load
Management
Auditing
Reports
Demand Response
Interface Data
Billing Determinants & Complex Billing – Calculated on BillCycle based on Customer’s Tariffs – OffCycle calculation Bill Determinant are also supported
Interval Meter Data – Clean Interval Meter Data Sent to various systems – Aggregated Data at various levels are supported
• E.g., Aggregation performed at the transformer & substation levels
Aggregated Load – Customer load may be aggregated for various downstream systems like Transformer Load Management & Distribution Planning
– Additional aggregation level may be configured Historical Data
– MDM Data Repository includes historical meter data – Downstream system will have this data available
Data
Billing Determinants
Interval Meter Reads
Historical Data
Customer Information
Revenue Protection Incidents
Service/ Work Orders
Demand Response Signals
Aggregated Load
Interface Data
Customer Information – MDM Data Repository includes customer information
– Useful for identifying Revenue Protection events/incidents
Revenue Protection Incidents – Customers with Revenue Protection Incidents are reported for proper processing
Service / Work Orders – Meter events requiring service or work orders are routed through the appropriate system
– Feedback response from that system closes the loop
Demand Response Signals – Demand response data may be routed to the appropriate application.
Data
Billing Determinants
Interval Meter Reads
Historical Data
Customer Information
Revenue Protection Incidents
Service/ Work Orders
Demand Response Signals
Aggregated Load
Functionality Summary
• Meter Data Collection – Collect data from various meter types and technologies
– Handle equipment changes including meter change outs
• Validation, Estimation and Editing – Industry standard rules to validate and estimate meter data
– Sophisticated analysis tool for assessing and making any manual edits
– A framework to add additional rules via standard configuration
• Revenue Protection Monitoring – Revenue protection events are logged
– Profile comparisons
Functionality Summary
• Exception Management – Usage exceptions and Work Queues – Issue Service Orders
• Interfaces – Standard file and programmatic interfaces – Feature rich configuration tool for adding new interfaces
• Aggregation – Calculate complex billing determinants – Aggregations can also be performed for business processes: settlement, forecasting, distribution planning, etc.
• Reports – Standard, parameter driven reports and report tools for configuring additional reports
• Auditing – Who made the change & when the change was made – Show changes to meter reads & meter attributes (before and after)
Proven Solutions
• Key selection criteria
– Flexible solutions that will evolve with the market
– Solutions that support current and evolving technologies: Smart Meters, and Demand Response
– Making the correct software investment will ensure your solution works today and tomorrow
– Proven scalable products – Open Technologies
Will Ontario Utilities need a local operational data store?
• Realize the full potential of your Smart Meters – Issue AMI headend system commands directly – Store and utilize interval data – Perform custom VEE – Store meter events – Perform Revenue Protection Analysis – Service Order Management – Perform inhouse data analysis and aggregation • Forecasting, Distribution planning, Etc.
– Maintain meter inventory and testing records
Solutions for Meter Data Management
Questions and Answers
Solutions for Meter Data Management
Thank You