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1 Welcome to the CIM User Group CIM User Group Meeting Vesteras, Sweden 10 June 2008

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1

Welcome to the CIM User Group

CIM User Group Meeting Vesteras, Sweden

10 June 2008

2

CIM Tutorial - Outline

CIM 10101 Tutorial Introduction to CIM – Terry Saxton

• The CIM UML model and its role in the utility enterprise as a semantic model for information exchange

• CIM XML and messaging standards for information exchange including power system models

• Real world examples of use of CIM for information exchange02 GID Standards and Web services – Ralph Mackiewicz

Advanced CIM Topics03 CIM Message Construction with Business Context Layer – Terry

Saxton04 CIM Model Exchange – Jay Britton05 Business Process Modeling – Ralph Mackiewicz06 CIM User Group Benefits and New Web Site Launch – Randy

Rhodes

3

Introduction to CIM And Its Role in the Utility Enterprise

Data Preparation, Exchange, Integration, and Enterprise Information Management

CIM User Group Meeting Vesteras, Sweden

10 June 2008

4

Presentation Contents

• What is the CIM• How the CIM is used in the Utility Enterprise

– As a semantic model for information exchange• Overview of CIM Standards and IEC TC57

– CIM UML model– CIM XML for information exchange

• Power system models• Messages

• Benefits of using the CIM• Status of implementations• Real world examples

– EMS replacement project for an IOU– Market Redesign project for an ISO using a SOA– CIM-Based System Integration at Pacificorp– Texas Nodal Market Design

5

The IEC Common Information Model (CIM) - What Is It?• A Unified Modeling Language (UML) based information model representing

real-world objects and information entities exchanged within the value chain of the electric power industry

– Maintained by IEC in IBM’s Rational Rose and Sparx Enterprise Architect modeling tools

• Enable integration of applications/systems– Provides a common model behind all messages exchanged between systems– Basis for defining information exchange models

• Enable data access in a standard way– Common language to navigate and access complex data structures in any

database• Provides a hierarchical view of data for browsing and access with no knowledge of actual

logical schema– Inspiration for logical data schemas (e.g., for an operational data store)

• Not tied to a particular application’s view of the world– But permits same model to be used by all applications to facilitate information

sharing between applications– Also provides consistent view of the world by operators regardless of which

application user interface they are using

6

Sample Power System Model

Generator AC Line Substation

Company

Load

Operates

Operates

Belongs To

Member Of

Owns

Load Area

Connects To

Connects To

Connects To

7

Application of Information Model

SISCO SYSTEMS

Common model creates understanding

Application 1 Application 2

Mode

l Map

ping

Mode

l Map

ping

8

The CIM and Related Standards

• But the CIM is more than an information model standard expressed in UML

• It can be expressed in XML to create serialized files and messages– Standards for power system models– Standards for information message payloads

• There are a set of services known collectively as the Generic Interface Definition (GID)

• It can be extended– Standard extensions for new functional areas– Private extensions for specific utility requirements

9

What Role Does the CIM Play in the Utility Enterprise?• Data preparation

– Provides common set of semantics and data representation regardless of source of data

– Improves data quality and enables data validation• Data exchange

– Provides common language and format– Provides common set of services for sharing data

• System integration– Provides basis for a standards-based integration framework

• Web services payloads and Service Oriented Architecture (SOA)

• Enterprise Information Management– Part of overall Enterprise Information Model relating to business

processes/automation/management

10

Information is Needed From Many “Islands of Automation”

AM/FM/GIS

Mobile

SCADA

Work Mgmt

CustomerInformation

NetworkManagement

Maintenance& Inspection

HRFinancial

ContractManagement

ProtectionAsset

Planning

RiskAnalysis

NetworkPlanning

Historian OutageManagement

PropertyMgmt Compliance

The CIM

VENDORHELP!

11

Fixing the babbling among business systems

“The building of thetower of Babel”

by Pieter Bruegel, 1563 Oil on oak panel, KunsthistorischesMuseum, Vienna

Babble:to utter meaningless or unintelligible sounds[Merriam-Webster]

"If as one people speaking the same language they have begun to do this, then nothing they plan to do will be impossible for them.”[Bible]

12

The Common Language Should Provide Relevant Information To A User Regardless of Source

EngineeringConcerns

MaterialsManagement

ConcernsConstruction

Concerns

OperationsConcerns

ProtectionConcerns

MaintenanceConcerns

13

The Needs of Various Users – Some Same, Some Different

Engineering Concerns The logical view of how the type of equipment fits (will fit) in the electrical network. Nominal configuration of “as-built” and “future” states. • Field Name • Spatial Location • Version • Physical Connectivity • Load Projections • Capacity Requirements • Compatible Unit • Equipment Ratings

Construction Concerns Lifecycle information regarding when and how to install equipment: • Field Name • Location • Equipment Manufacturer/Model • Compatible Unit • Equipment Ratings • Work Order • Work Design • Installation Schedule &Budget • Permits • Manufacturer Specifications • Safety Requirements

Materials Management Concerns Planning and tracking material requirements for construction and maintenance. Information about physical pieces of equipment. • Asset Identifier • Compatible Unit • Equipment Component Type • Equipment Manufacturer/Model • Serial Number • Location • Equipment Location History • Manufacturer Specifications

14

The Needs of Various Users – Some Same, Some Different (continued)

Operations Concerns Real-time condition of equipment and electrical network necessary to maintain reliable network operation: • Field Name • Schematics & Spatial Location • Electrical Connectivity • Operational Limits (dynamic) • Equipment Status • Clearances • Network Measurements (voltage,

current, frequency) • Equipment Faults • Weather Measurements • Operational Restrictions

Maintenance Concerns Lifecycle information regarding when and how equipment is maintained: • Field Name • Location • Equipment Manufacturer/Model • Equipment Ratings • Routine Maintenance • Testing & Diagnostics

Procedures • Equipment Condition • Inspection Schedule • Equipment Repair Records • Site Service Records • Maintenance Budget • Safety Requirements

Protection Concerns Setting and configuring relays based on equipment and network protection requirements: • Field Name • Schematics • Electrical Connectivity • Maximum Capacity • Zones Of Protection • Equipment Status • Clearances • Network Measurements

(voltage, current, frequency, transients)

• Equipment Faults

15

Exchanging Common Language Messages Among Systems Should Provide Relevant Information To Each System That Is Harmonious With All Other Systems’ Information

WorkBlah, Blah, Blah,

Organization,Blah, Blah, Blah

MaintenanceBlah, Blah, Blah,

Organization,Blah, Blah, Blah Switching Schedule

Blah, Blah, Blah, Organization,

Blah, Blah, Blah

Load Data SetBlah, Blah, Blah,

Organization,Blah, Blah, Blah

Meter ReadingBlah, Blah, Blah,

Organization,Blah, Blah, Blah

Load ControlBlah, Blah, Blah,

Organization,Blah, Blah, Blah

Asset CatalogBlah, Blah, Blah,

Organization,Blah, Blah, Blah

CrewBlah, Blah, Blah,

Organization,Blah, Blah, Blah

Service ConnectionRequest

Blah, Blah, Blah, Organization,

Blah, Blah, Blah

Planned OutageBlah, Blah, Blah,

Organization,Blah, Blah, Blah

For example, in each of the message exchanges depicted above, the same Organisation is referenced for different reasons. There should be NO inconsistencies about this Organization in them!

16

For example, a common language-based logical infrastructure facilitates collaboration among the many applications involved in Asset Management

Asset Strategy

Asset Portfolios

Risk Management

RegulatoryReporting

Financial Management

ResourceScheduling &

Planning

Equip./FleetManagement

Supply Chain Management

ContractManagement

Mobile Workforce

Mgmt.

Work Collaboration & Reporting

Work Design

Asset OwnerAsset Owner Asset ManagerAsset Manager Service ProviderService Provider

Asset Investment PlanningAsset Investment Planning Asset Program ManagementAsset Program Management

Customer ManagementCustomer Management Asset OperationsAsset Operations

CIS

CRM

IVR eBusiness EMS DMS

SCADA

OMS

Asset Planning Tool

Budget Load Forecast

ReliabilityAnalysis

NetworkAnalysis

Asset Repository

ExecutiveDashboard

Program Mgmt.

Work Mgmt.

Mobile & Dispatching

Contract Mgmt.

GISRevenue

Facility I&M

Portal

SA/DA

Metering

SRCM

[source: DistribuTECH 2003 paper by Zhou & Robinson]

17

Application To Common Language Mapping – The Typical Field to Field Process Is Cumbersome

• Individual fields of data models from data sources are mapped to each other

• Approach does not scale well as the number of maps grows exponentially with each new data source

• Mapping is a challenge as ‘mappers’ must have an in depth understanding of all relevant data sources – a tall order!

18

Using An Ontology To Simplify & Scale Up The Mapping Process

• What is an Ontology?– The key ingredients that make up an ontology are a vocabulary of basic

terms, a precise specification of what those terms mean and how they relate to each other.

• How is it used?– Before making mappings, a model (or an ontology) of a given business

domain is defined. – The model is expressed in a knowledge representation language and it

contains business concepts, relationships between them and a set of rules.

– By organizing knowledge in a discrete layer for use by information systems, ontologies enable communication between computer systems in a way that is independent of the individual system technologies, information architectures and applications.

– Compared to one-to-one mappings, mapping data sources to a common semantic model offer a much more scaleable and maintainable way to manage and integrate enterprise data.

[source: TopQuadrant Technology Briefing, July 2003]

19

ETLIntegration BusWeb Services

Apps.

GenericServices

Composite Applications

DW

Business Intelligence

CommonLanguage

SemanticModel

Metadata

The CIM Provides a Semantic Layer in an Enterprise Architecture

20

FinancialGIS

Outage Management

DistWiresModel

GridWiresModel

DAC

CustomerInfo. System

VRU

Human Resources

DistributionAutomation

Data Warehouse

Planning Systems

IEC 61968 Compliant Middleware Services

Information Exchange

Model

Event HistoryWork

Management

...

EMS

= Interface Adapter TailoredFor Each Application

How Some Utility Implementations Are Using A Standards-Based Semantic Data Model

The “Common Language” provides a semantic layer based on the Utility’sEnterprise Semantic Model, which is derived from a combination of the IEC’s CIM, other applicable models, and necessary extensions

21

App CIMY.1 X.1Y.2 X.2Y.3 X.3Y.4 X.4Y.5 X.5

Publisher

Publishers:One Application Connector:•Obtains Data From Application And/Or Database•Transforms Data (if necessary) to the “CommonLanguage” (a Canonical Data Model)

•Puts Data Into Message Template•Publishes The Message (Fires & Forgets)

DataWarehouse

SubstationAutomation

OMS

DistWiresModel

GridWiresModel

DAC

CIS

VRU

AM/FM/GIS

DistributionAutomation

HumanResources

OutageReporting

Event History WorkManagement

EMS

...

CIMX.1 X.2 X.3 X.4 X.5

Subscriber

CIM AppX.1 B.1X.2 B.2X.3 X.4 X.5

Subscriber

CIM AppX.1 A.1X.2 X.3 X.4 A.4X.5 A.5

Subscriber

CIM AppX.1 C.1X.2 X.3 C.3X.4 C.4X.5

Subscriber

Subscribers:Several Application Adapters Receive The Same MessageEach Adapter:•Parses Message, Pulling Out Data Needed By Application•Transforms Data (if necessary) to Local Application Format•Passes Data To Local Application And/Or Database Through Most Appropriate Means

Message Type Instance: ChangedNetworkDataSet (Expressed In Common Language)

Decoupled InformationExchange

©

2003-2004 Xtensible Solutions, Inc. 21

22

Related IEC Standards

• IEC Information Model– UML– XML version of specific profiles (Power System Model)

• IEC Interface Reference Model (IRM)– Business Functions

• IEC Messages– Transactions between Business Functions– XML Schemas defined as standards

• IEC Generic Interface Definitions (GID)– Services for common information exchange patterns– Data access, publish/ subscribe, high speed and historical data

24

Key Standards Key Standards and and RelatedRelated OrganizationsOrganizations

OLE ProcessControl(OPC)

WG14DMS

Coordination

WG19

WG13EMS

WGs 10Substations

Open Application

Group

WG7 Control Centers

TC57WG9

Distribution Feeders

EPRIUCA2ProjectEPRI

CCAPIProject

W3C

CIM/61850

ebXMLObjectMgmt.Group

WG17

WG16

WG18

OASIS

UCA : User groups

MultiSpeak(NRECA)

CIM

25

Related IEC Standards

• IEC Information Model– UML– XML version of specific profiles (Power System Model)

• IEC Interface Reference Model (IRM)– Business Functions

• IEC Messages– Transactions between Business Functions– XML Schemas defined as standards

• IEC Generic Interface Definitions (GID)– Services for common information exchange patterns– Data access, publish/ subscribe, high speed and historical data

26

Foundational Relationships Of The CIM

PowerSystemResourceElectrical Network Role Used For

Planning, Operations, etc.

AssetPhysical Plant Filling A Role

Such As A Transformer, Pole, etc.

LocationWhere To Find Something By

GPS, Address, Electronically, etc.

OrganisationEntities Performing Roles Such

As Operations, Tax Authority

ContactPeople Performing Roles SuchDispatcher, Field Operator, etc.

DocumentInformation Containers Such AsTrouble Ticket, Work Orders, etc.

CustomerIndustrial, Commercial, & Residential

Which Can Have Multiple Accounts

27

CIM Packages

Generation

Domain

Wires

LoadModel

Core

Meas

Topology

Outage Protection

Financial

Energy Scheduling

Reservation

SCADA

Core2

Assets Documen- tation

Consumer

OAG Messages

ERP Support

WG13

WG14

28

CIM Market Extensions

Security Constraints

Bid FTR

RTO

Clearing Results

Resource

WG16

29

Structureheight : ShortLengthweedAbate : BooleanweedRemDate : AbsoluteDatefumigant : StringfumigantApplyDate : AbsoluteDatejpaRefNum : String

Asset

code : Stringutc : Stringnumber : StringserialNumber : SerialNumberassetType : StringmaufacturedDate : AbsoluteDateinstallationDate : AbsoluteDateinServiceDate : AbsoluteDateoutOfServiceDate : AbsoluteDateremovalDate : AbsoluteDatewarrantyDate : AbsoluteDatefinancialValue : Moneystatus : StringstatusDate : AbsoluteDatecritical : BooleancorpStandard : StringremovalReason : Stringcondition : StringplantTransferDate : AbsoluteDateusage : StringpurchaseDate : AbsoluteDatepurchasePrice : MoneypurchaseOrderNumber : String

(from AssetBasics)

Pole

classification : Stringspecies : Stringtreatment : Stringbase : Stringpreservative : StringtreatedDate : AbsoluteDatebreastBlock : Boolean

Streetlight

rating : StringarmLength : ShortLength

0..1

0..n

+AttachedTo_Pole

0..1 +Support_Streetlights0..n

The CIM Is Expressed In Unified Modeling Language (UML) Notation*

Class Name usually describes things in the real world

Associations connect classes and areassigned a role that describes the relationship

Class Attributes describesignificant aspects about the thing

This Specialization indicates that a “Pole” is a type of“Structure.” Since a “Structure” is a type of “Asset,” the Poleinherits all of the attributes from both Structure and Asset

* For more information on UML notation (a standard), refer to Martin Fowler’s book“UML Distilled,” Addison-Wesley

30

Concepts: Generalization/Inheritance

• Breaker: Specialization of Switch

• Switch: Specialization of Conducting Equipment

• ConductingEquipment: Specialization of PowerSystem Resource

Breaker

ConductingEquipment(from Core)

PowerSystemResource(from Core)

Switch

PowerTransformer

Naming(from Core)

31

Equipment Inheritance Hierarchy

PowerSystemResource(from Core)

Conductor

Ground

Jumper

Junction

RectifierInverter

RegulatingCondEq

StaticVarCompensator

Fuse

TransformerWinding

TapChanger

Disconnector

LoadBreakSwitch

DCLineSegment

ACLineSegment

ShuntCompensator

VoltageControlZone

BusbarSection

HeatExchanger

Bay(from Core)

VoltageLevel(from Core)

PowerTransformer

EquipmentContainer(from Core)

Equipment(from Core)

SynchronousMachine

Breaker

ConductingEquipment(from Core)

GroundDisconnector

EnergyConsumer

Substation(from Core)

EnergySource

Switch

CompositeSwitch

Connector

FrequencyConverter

LinePlant

SubControlArea(from Core)

IdentifiedObject(from Core)

ProtectedSwitch

SeriesCompensator

ConnectivityNodeContainer(from Core)

32

Equipment Containers

Plant

PowerSystemResource(from Core)

EquipmentContainer(from Core)

Equipment(from Core)

0..1

0..n

+MemberOf_EquipmentContainer0..1

+Contains_Equipments0..n

GeographicalRegion(from Core)

Line

SubGeographicalRegion(from Core)

0..1

0..*

+Region 0..1

+Regions 0..*

0..1

0..*

+Region0..1

+Lines0..*

VoltageLevel(from Core)

Bay(from Core)

0..1

0..n

+MemberOf_VoltageLevel 0..1

+Contains_Bays 0..n

Substation(from Core)

0..1

0..*

+Region

0..1

+Substations

0..*

1

0..n

+MemberOf_Substation 1

+Contains_VoltageLevels 0..n

0..n

0..1

+Contains_Bays

0..n

+MemberOf_Substation0..1

IdentifiedObject

aliasName : Stringdescription : Stringname : StringpathName : StringmRID : String

(from Core)

33

Connectivity Model

Bus/Branch Model

Switch/Node Model

IdentifiedObject(from Core)

PowerSystemResource(from Core)

TopologicalIsland

ConductingEquipment(f rom Core)

Measurement(f rom Meas)

TopologicalNode

1

1..n

+TopologicalIsland1

+TopologicalNodes1..n

Terminal(f rom Core)

0..n1+Terminals

0..n+ConductingEquipment

1

0..n

0..1

+Measurements0..n

+Terminal0..1

EquipmentContainer(from Core)

ConnectivityNode

0..n

0..1

+ConnectivityNodes0..n

+TopologicalNode0..1

0..n

0..1

+Terminals0..n

+ConnectivityNode0..1

1

0..n

+MemberOf_EquipmentContainer1

+ConnectivityNodes0..n

34

Simple Network Example

SS1

SS2

400KV

110KV

12345 MW

12345 KV

12345 MW

Cable1 Cable2

SS1-SS2

T1

BB1

SS4

Cable3

35

Simple Network Connectivity Modeled with CIM Topology

SS 1

Cable2

SS 2

110KV

400KV

Cable1 CN2CN3BR1DC2 CN4

P1(MW)

CN5

BB1

T 1

TW 1

TW 2

CN7

CN6

Volts(KV)

BR3

P2(MW)

CN1

SS1-SS2

Cable3

SS 4

CN8

36

Converting a Circuit to CIM Objects

• Example to show how voltage levels, current transformers, power transformers and generators are modelled

• Circuit contains a single generating source, load, line and busbar. The circuit also contains two power transformers resulting in three voltage levels of 17kV, 33kV and 132kV

Taken from McMorran, “An Introduction to IEC 61970-301 & 61968-11: The Common Information Model”, University of Strathclyde, Glasgow, UK

37

Example Circuit as a Single Line Diagram

EnergyConsumer

Breaker

SynchronousMachine

GeneratingUnit

Breaker

BusbarSection

Breaker

ACLineSegment

38

Representing a Power Transformer as CIM Objects• A power transformer is not mapped to a single

CIM class– Represented by a number of components with a single

PowerTransformer container class– Two-winding power transformer becomes two

TransformerWinding objects within a PowerTransformer container

• If a tap changer is present to control one of the windings– An instance of the TapChanger class is associated

with that particular winding– Also contained within the PowerTransformer instance

39

Transformer Class Diagram

Inherits from Equipment, since does not conduct

electricity

Physically connected to network and conducts electricity, so inherits

from ConductingEquipment

Part of TransformerWinding, not

separate piece of equipment

Shell of transformer, containing windings,

insulation, magnetic core, etc.

40

CIM Mapping for Transformer 17-33

• Transformer 17-33 is represented as four CIM objects

41

Example Circuit as a Single Line Diagram

EnergyConsumer

Breaker

SynchronousMachine

GeneratingUnit

Breaker

BusbarSection

Breaker

ACLineSegment

Current measurement represented by Measurement

connected to Terminal

42

Example Circuit with Full CIM Mappings

• Maps to– 17 CIM classes– 45 CIM objects

• Could be extended further with addition of objects for

– control areas– equipment

owners– measurement

units– generation and

load curves– asset data

43

Transformer Model Diagram from 61970-301CIM Base

ConductingEquipment(from Core)

Equipment(from Core)

PowerSystemResource(from Core)

RegulationSchedule

TapChanger

0..1

0..n

+RegulationSchedule0..1

+TapChangers0..n

WindingTest

HeatExchanger

TransformerWinding

0..n+TapChangers

0..n

+TransformerWinding

1

1

0..n

+From_TransformerWinding1

+From_WindingTests1

0..n

+To_WindingTest

+To_TransformeWindings0..n

PowerTransformer

0..1

1

+HeatExchanger0..1

+PowerTransformer 1

1..n

1

+Contains_TransformerWindings

+MemberOf_PowerTransformer

1

44

Transformer Winding Attributes

Transformer Windingb: SusceptanceinsulationKV: VoltageconnectionType: WindingConnectionemergencyMVA : ApparentPowerg: Conductancegrounded: Booleanr: Resistancer0: ResistanceratedKV: Voltagerated MVA: ApparentPowerrground: ResistanceshortTermMVA: ApparentPowerwindingType: WindingTypex: Reactancex0: Reactancexground: Reactance

45

How The CIM Handles Location For Logical Devices And/Or The Physical Asset Performing The Device’s Role

Asset(f rom AssetBasics)

0..n+Assets

1..n

0..n

+Location1..n

Locationcoordinate : CoordinatePaircoordinateList : PointSequencepolygonFlag : Booleantype : Stringcode : String

0..n+Location

0..n

0..n+PowerSystemResources

0..n

PowerSystemResource(from Core)

0..1+PowerSystemResource1

0..1+Asset1

46

Top Of The Asset HierarchyOrgRoleAsset

privilege : StringroleType : StringpercentOwnership : Float

1..**

Organisation(f rom TopLev elPackage)

AssetModelnumber : Stringversion : String

0..n

0..1

Assetcode : Stringutc : StringserialNumber : SerialNum berassetType : StringmaufacturedDate : AbsoluteDatewarrantyDate : AbsoluteDatefinancialValue : Moneycri tical : BooleancorpStandard : Stringcondi tion : StringplantTransferDate : AbsoluteDateusage : StringpurchaseDate : AbsoluteDatepurchasePrice : MoneypurchaseOrderNumber : StringtestStatus : BooleanstatusDate : AbsoluteDatecurrentStatus : String

0..n

0..n

Document(f rom Document ationPa...)

47

Types Of Document Relationship Inherited By All Assets

AssetModelnumber : Stringversion : String

0..n

0..n

Document(f rom DocumentationPa...)

Quali ficationRequirem entqualificationID : String

AssetPropertypropertyType : StringpropertyValue : Stringunits : String

AssetRatingratingType : Stringproperty : StringratingValue : Floatunits : String

InspectionRoutine(f rom As setsIns pec tion)

MaintenanceProceduretype : String

0..n

0..n

PowerSystemResource(from Core)

48

Activity Records

History

0..n

0..1

ErpContact(f rom ERP_Support)

0..n

0..n

ActivityRecordcreatedOn : AbsoluteDateTimestatus : StringstatusReason : Stringremarks : String

Customer(f rom ConsumerPackage)

0..n

0..n

0..n

0..n

0..n

0..1

0..n

0..n

Asset(f rom AssetBasics)

1..n

1

0..n

0..n

PowerSystemResource(from Core)

Location(f rom LocationPackage)

Organisation(f rom TopLev elPackage)

0..n 0..n

Work(f rom WorkInitiationPack...)

WorkTask(f rom WorkDesignPackage)

50

Questions?

51

Related IEC Standards

• IEC Information Model– UML

• Using the CIM to Define Information Exchanges– XML version of specific profiles (Power System Model)

• IEC Interface Reference Model (IRM)– Business Functions

• IEC Messages– Transactions between Business Functions– XML Schemas defined as standards

• IEC Generic Interface Definitions (GID)– Services for common information exchange patterns– Data access, publish/ subscribe, high speed and historical data

52

How CIM-Based Data is Exchanged

• Some form of serialization is needed– XML is most popular

• CIM UML has been translated into XML• RDF (Resource Description Framework) schema and

syntax used for CIM XML document– For exchanging power system models– Generated from the CIM Rational ROSE model using tools– NERC mandated use of this standard by Security Coordination

Centers to exchange power system models by September 2001

• XML Schema– For message-based information exchange between systems– Tools to automatically generate from UML

53

Power System Model Exchange

• Based on transmission part of CIM, NERC defined a profile to exchanging power system models– Common Power System Model (CPSM) profile defines

a subset of the CIM to be supported– CIM/XML using RDF schema defines how to express

this part of the CIM in XML– Interoperability tests have validated several vendor’s

products for exchanging complete power system models, partial models, and incremental updates

54

Basics: Schema from CIM

Rational ROSE

CIM (in UML)

UMLto RDF

Transformers

CIM as XML/RDF Schema

specifies

Power System Data

Exporter

Power System Data

as XML/RDF

references

55

The IEC Standards for Power System Model Exchange

• The CIM translated into the industry standard eXtensible Markup Language (XML):– Uses a standard XML format that any EMS can understand using

standard Internet and/or Microsoft technologies– Automatically generated from the CIM Rational ROSE model

• IEC 61970 series of standards– Part 301 CIM Base

• Specifies UML model– Part 452 CIM Model Exchange Specification

• Specifies guidelines for the definition of specific profiles (or subsets) of the CIM for particular power system model exchange requirements

– Part 501 CIM RDF Schema• Specifies mapping between UML model and XML model using RDF Schema• This was mandated by NERC for exchange of models between Reliability

Coordinators– Part 552-4 CIM XML Model Exchange Format

• Specifies simplified RDF Schema and extensions to transfer incremental updates via difference file

56

61970-452 CPSM Profile TOC Snippet

1 Scope .............................................................................................................................. 72 Normative References...................................................................................................... 8 3 Definitions ........................................................................................................................ 8 4 Overview of CPSM Data Requirements .......................................................................... 10

4.1 Overview............................................................................................................... 11 4.2 General Requirements .......................................................................................... 11 4.3 Use of Measurement Class ................................................................................... 12

4.3.1 Voltage or Active Power Regulation .......................................................... 12 4.3.2 Equipment Limits....................................................................................... 12 4.3.3 ICCP Data Exchange ................................................................................ 13

4.4 Use of Curves and Schedules ............................................................................... 13 4.4.1 Generating Unit Reactive Power Limits ..................................................... 13

5 CIM Classes................................................................................................................... 14 5.1 61970.................................................................................................................... 14

5.1.1 61970Version ............................................................................................ 14 Notes 15

5.2 Core Package ....................................................................................................... 15 5.2.1 BaseVoltage.............................................................................................. 15 5.2.2 Bay ........................................................................................................... 15 5.2.3 Company................................................................................................... 15 5.2.4 CurveSchedData ....................................................................................... 16 5.2.5 SubControlArea......................................................................................... 16 5.2.6 Substation ................................................................................................. 17 5.2.7 Terminal .................................................................................................... 17 5.2.8 Unit ........................................................................................................... 17 5.2.9 VoltageLevel ............................................................................................. 18

5.3 EnergyScheduling Package................................................................................... 19 5.3.1 HostControlArea........................................................................................ 19

5.4 Topology Package ................................................................................................ 20 5.4.1 ConnectivityNode ...................................................................................... 20

5.5 Wires Package ...................................................................................................... 21 5.5.1 ACLineSegment ........................................................................................ 21 5.5.2 Breaker ..................................................................................................... 21 5.5.3 BusbarSection ........................................................................................... 22 5.5.4 Compensator............................................................................................. 22 5.5.5 Disconnector ............................................................................................. 23 5.5.6 EnergyConsumer....................................................................................... 24 5.5.7 LoadBreakSwitch ...................................................................................... 25 5.5.8 MVArCapabilityCurve ................................................................................ 25 5.5.9 PowerTransformer..................................................................................... 26 5.5.10 RegulationSchedule .................................................................................. 26 5.5.11 StaticVarCompensator .............................................................................. 26 5.5.12 SynchronousMachine ................................................................................ 27 5.5.13 Switch ....................................................................................................... 28

57

Related IEC Standards

• IEC Information Model– UML– XML version of specific profiles (Power System Model)

• IEC Interface Reference Model (IRM)– Business Functions

• IEC Messages– Transactions between Business Functions– XML Schemas defined as standards

• IEC Generic Interface Definitions (GID)– Services for common information exchange patterns– Data access, publish/ subscribe, high speed and historical data

58

MeterReading &

Control

MeterReading &

Control

Utility ControlCenter

Utility ControlCenter

NetworkExpansionPlanning

NetworkExpansionPlanning

CustomerInquiry

CustomerInquiry

NetworkOperationNetwork

Operation

Records& Asset

Management

Records& Asset

Management

OperationalPlanning &

Optimization

OperationalPlanning &

Optimization

IEC 61968CompliantInterface

Architecture

IEC 61968CompliantInterface

Architecture

Maintenance&

Construction

Maintenance&

Construction

UtilityBusinessSystems

(ERP, Billing,Energy trading,other systems)

UtilityBusinessSystems

(ERP, Billing,Energy trading,other systems)

Corporate LAN

Corporate LAN

Distribution AutomationDistribution Automation

Substation Protection,Monitoring and Control

Substation Protection,Monitoring and Control

RTU Communications RTU Communications

IEC TC57 Working Group 14:System Interfaces For Distribution Management

(responsible for IEC 61968 series of standards)

Information: www.wg14.com

Canada China Finland France Germany Netherlands Russian Federation Spain Sweden Switzerland South Africa United Kingdom United States Yugoslavia Japan

59

IEC TC57 WG14: Interface Reference Model (IRM) The Framework Used For Identifying Message Types

IEC 61968 Compliant Middleware Services

(NE)Network

ExtensionPlanning

(CS)CustomerSupport

(MR)Meter

Reading &Control

(AM)Records &

AssetManagement

(MC)Maintenance

&Construction

InterfaceStandard: Part 4

InterfaceStandard: Part 6

InterfaceStandard: Part 7

InterfaceStandard: Part 8

InterfaceStandard: Part 9

(ACT)CustomerAccount

Management

(FIN)Financial

(PRM)Premises

(HR)Human

Resources

(EMS)Energy

Management &Energy Trading

(RET)Retail

InterfaceStandard: Part 10

(SC)Supply

Chain andLogistics

(NO)Network

Operation

InterfaceStandard: Part 3

(OP)OperationalPlanning &

Optimization

InterfaceStandard: Part 5

InterfaceStandard: Part 10

InterfaceStandard: Part 10

InterfaceStandard: Part 10

InterfaceStandard: Part 10

InterfaceStandard: Part 10

InterfaceStandard: Part 10

Electric Distribution NetworkPlanning, Constructing,

Maintaining, and Operating

Generation and Transmission Management,Enterprise Resource Planning, Supply Chain, and

General Corporate Services

Business FunctionsExternal To Distribution

Management

Distribution ManagementBusiness Functions

60

Related IEC Standards

• IEC Information Model– UML– XML version of specific profiles (Power System Model)

• IEC Interface Reference Model (IRM)– Business Functions

• IEC Messages– Transactions between Business Functions– XML Schemas defined as standards

• IEC Generic Interface Definitions (GID)– Services for common information exchange patterns– Data access, publish/ subscribe, high speed and historical data

61

CIM Provides Vocabulary - CIM XML Provides Standard Messages

• Webster’s Dictionary = CIM– Provides standard data semantics and data types

• Sentence structure = CIM- based XML messages– Just as you must have structured sentences to communicate orally,

you must have standard messages to share data electronically• Standard messages are needed to

– Ensure interoperability both within and between utilities– Remove seams– Define that part of CIM that must be supported by an application

• Adapters provide CIM <-> proprietary data mappings used by applications

62

ControlHouseEquipment

CurveSchedData

CurveSchedFormula

CurveSchedule

0..n

0..1

+CurveScheduleDatas0..n

+CurveSchedule0..1

0..n

0..1

+CurveScheduleFormula0..n

+CurveSchedule

0..1

Naming

EquipmentContainer

Equipment

0..1

0..n

+MemberOf_EquipmentContainer

0..1

+Contains_Equipments0..n

CompanyPSRType

PowerSystemResource

0..n

0..n

+OperatedBy_Companies0..n

+Operates_PSRs0..n

0..1

0..n

+PSRType

0..1

+PowerSystemResource 0..n

SubControlArea

Substation

0..1

1..n

+MemberOf_SubControlArea0..1

+Contain_Substations1..n

Bay0..n

0..1

+Contains_Bays0..n

+MemberOf_Substation

0..1

Terminal

BasePower

VoltageLevel

1

0..n

+MemberOf_Substation1

+Contains_VoltageLevels0..n

0..1

0..n

+MemberOf_VoltageLevel0..1

+Contains_Bays0..n

ConductingEquipment

0..n

1

+Terminals0..n

+ConductingEquipment1

BaseVoltage

0..n

0..1

+BaseVoltage0..n

+BasePower0..1

0..n

1+VoltageLevel

0..n +BaseVoltage

1

0..n

0..1

+ConductingEquipment

0..n

+BaseVoltage0..1

Scheduling message

Incremental model update message

• Any part of model can be used in message

• All parts are inter-related to consistent reuse

• Ex: Can use just 10 classes from any part of CIM

63

Model Driven Information Exchange

• Think Model Driven Messaging– CIM provides semantic model– Define messages in UML based on CIM– Apply extensions and restrictions for specific utility

needs or to meet specified message content– Auto-generate XML schemas for message payloads– Translate at run-time to/from native XML schema

64

IEC TC57 WG14 Example: Integration Scenario for Extension Implementation

65

66

67

Basic Message Structure

68

Message Header

69

Example of Message Type Payload

70

How Message Elements are Derived from the CIM

Example CIM classes shown in UML notation

Message Type schemaderived from example CIM classes

ErpPerson(f rom ERP_Support)

0..n0. .n0. .n

+ErpPersons

+ScheduleSteps0..n

ScheduleSteprequiredControlAction : Stringins tructedDateTim e : AbsoluteDateTim ecom pletedDateTim e : AbsoluteDateTim estatus : Stringtext : Stringdes iredEndState : String

0..1

0..n+ScheduleSteps0..n

+Saf ety Document0..1

SafetyDocument

Example CIM classes shown in UML notation

Message Type schemaderived from example CIM classes

ErpPerson(f rom ERP_Support)

0..n0. .n0. .n

+ErpPersons

+ScheduleSteps0..n

ScheduleSteprequiredControlAction : Stringins tructedDateTim e : AbsoluteDateTim ecom pletedDateTim e : AbsoluteDateTim estatus : Stringtext : Stringdes iredEndState : String

0..1

0..n+ScheduleSteps0..n

+Saf ety Document0..1

SafetyDocument

71

Testing for Compliance

• The IEC 61968 series of standard defines the logical names of message types and fields within message types

• Compliance can be assessed separately for each message type payload.

• A software component is deemed to be compliant to any specific message type if: 1. The component can produce a valid instance (typically expressed in

XML) of a message type (typically expressed in XSD) including all required fields with names and data types as defined in this standard.

• Data may be set to a default value if it is not available within a component• Optional data is passed in the appropriate optional fields. Message type

extensions are compliant as long as the correct CIM fields are used when applicable.

2. The component can read an instance of a message produced for a message type defined in this standard and correctly interpret the fields in the message

72

What Role Does the CIM Play in Sysem Integration?• Why do I care about the CIM?• Data preparation

– Provides common set of semantics and data representation regardless of source of data

• Data exchange– Provides common language and format– Provides common set of services for sharing data

• System integration– Provides basis for a standards-based integration framework

• Ex: Web services payloads and Service Oriented Architecture (SOA)

• Enterprise Information Management– Part of overall Enterprise Information Model relating to business

processes/automation/management

73

CIM Role in System Integration

• Business process models define system interactions• A common information model ensures consistent set of

business objects are exchanged, regardless of source– CIM provides a starting point– Utility adds classes, attributes, relations as needed to support

specific information requirements– Incorporate models from other sources– Result: Utility enterprise information model used as starting point

for message exchanges– Reality: Use where it makes sense

• Picture today– Many utilities have adopted an EAI middleware strategy and/or

product– But this is not enough

74

Information is Needed From Many “Islands of Automation”

AM/FM/GIS

Mobile

SCADA

Work Mgmt

CustomerInformation

NetworkManagement

Maintenance& Inspection

HRFinancial

ContractManagement

ProtectionAsset

Planning

RiskAnalysis

NetworkPlanning

Historian OutageManagement

PropertyMgmt Compliance

75

What’s Missing in EAI

• Provides transport mechanism to integrate islands of information

• But integration is more than putting all applications on an information bus

• Connectivity alone is not sufficient because:

– Each island (i.e., application) has own meaning of enterprise objects. Example:

• Transformer as asset vs. networked device

– Each island has data that overlaps data in other islands:

• Partial redundancy creates serious data integrity problem

– Each island has its own naming conventions

76

MeteringReading

SubstationAutomation

DistributionManagement

DistWiresModel

GridWiresModel

DAC

CustomerInformation

VRU

AM/FM/GIS

DistributionAutomation

ERP

DataWarehouse

“Application Integration” = Middleware + Common Language

OntologicalRepository

Event History WorkManagement

...

EMS

= Generic Adapter TailoredFor Each Application

How Some Utility Implementations Are Using A Standards-Based Semantic Data Model

The “Common Language” provides a semantic layer based on the Utility’sOntology, which is derived from a combination of the IEC’s CommonInformation Model (CIM), Other Applicable Models, and Necessary Extensions

77

How the CIM is Used to Enable Integration Based on a Semantic Model• Used to define a common language for the sharing information:

– Common language for all systems/applications to communicate via an integration bus

– Common model for accessing data in any database:• Permits navigating/browsing and formulating requests for data according to

the CIM model, not the internal database schema• Used to automatically generate XML based on the CIM:

– Files for sharing power system models – Standard XML message payloads based on CIM

• Model Driven Integration (MDI)– CIM provides semantic model for MDI– Define messages in UML based on CIM– Apply extensions and restrictions for specific utility needs– Auto-generate XML schemas for message payloads– Translate at run-time to/from native XML schema

78

MDI/CIM Aware Web Services or Adapters• EAI specific adapters and/or web services can be built

using MDI generic adapter services patterns– May require paradigm shift for EAI-certified integration

specialists• Decoupling is achieved through transformation to/from

the canonical message model• Interoperability is achieved through a common EAI

and/or Web Services based design and a common information model based message design

• Reusability and maintainability is achieved through using architectural patterns– Prime example: SOA

79

App CIMY.1 X.1Y.2 X.2Y.3 X.3Y.4 X.4Y.5 X.5

Publisher

Publishers:One Application Connector:•Obtains Data From Application And/Or Database•Transforms Data (if necessary) to the “CommonLanguage” (a Canonical Data Model)

•Puts Data Into Message Template•Publishes The Message (Fires & Forgets)

DataWarehouse

SubstationAutomation

OMS

DistWiresModel

GridWiresModel

DAC

CIS

VRU

AM/FM/GIS

DistributionAutomation

HumanResources

OutageReporting

Event History WorkManagement

EMS

...

CIMX.1 X.2 X.3 X.4 X.5

Subscriber

CIM AppX.1 B.1X.2 B.2X.3 X.4 X.5

Subscriber

CIM AppX.1 A.1X.2 X.3 X.4 A.4X.5 A.5

Subscriber

CIM AppX.1 C.1X.2 X.3 C.3X.4 C.4X.5

Subscriber

Subscribers:Several Application Adapters Receive The Same MessageEach Adapter:•Parses Message, Pulling Out Data Needed By Application•Transforms Data (if necessary) to Local Application Format•Passes Data To Local Application And/Or Database Through Most Appropriate Means

Message Type Instance: ChangedNetworkDataSet (Expressed In Common Language)

Decoupled InformationExchange

©

2003-2004 Xtensible Solutions, Inc. 79

80

Note: Paradigm Shift for Middleware

• Take Vitria BusinessWare for example– Centralized server typically used for

• Name correlation• Data type translation

– Requires multiple point-to-point mappings (i.e., Sys A to Sys B, Sys A to Sys C, etc.

– Defeats the use of the CIM as a common language• Instead need to put translation services in

interface adapters– Map only once at each adapter to/from CIM– No centralized bottleneck with subsequent

performance hits

81

Source

Transfer output data to native XML

Call transformation service

Transfer data to CIM XML

Bind to specific transport layer and publish the CIM XML message

Target

Transfer input data to native XML for specific call

Call transformation service

Get CIM XML data

Bind to specific transport layer and subscribe to the CIM XML message

Transport Layer

Messaging Persistence

Transformation

Exception Handling

Indexing & Referencing

Message Transport

Adapter Configuration

Common Services

Compliance Validation

Adapter Gateway

Management & Monitoring

MDI Generic Adapter Services

82

Message

Message Transport Service

Message

Send ReceiveAcknowledge

Sender Application

Header Header

Payload Payload

Adapter Gateway Service

Native XML (AUIDsender [i])

Datastore

Message Transport Service

Transport Layer

AUIDsender [i] MRID[i] MRID[i] AUIDreceiver[i]

Receiver Application

Adapter Gateway Service

AUIDsender [i]

Native XML (AUIDreceiver [i])

AUIDreceiver [i]Return AUIDreceiver [i], if new

Transformation Service

CIM XML (MRID[i])

Transformation Service

CIM XML (MRID[i])

Persistence Service Persistence Service

Indexing & Referencing Service

Indexing & Referencing Service

MDI Services in Request/Reply

83

What Role Does the CIM Play in Information Exchange?• Why do I care about the CIM?• Data preparation

– Provides common set of semantics and data representation regardless of source of data

• Data exchange– Provides common language and format– Provides common set of services for sharing data

• System integration– Provides basis for standards-based integration

• Enterprise Information Management– Part of overall Enterprise Information Model relating to business

processes/automation/management

84

ModelModel--Driven Business Information Driven Business Information ManagementManagement

BusinessModel

BusinessModel

Model business goals, objectives, organization structure, business functions, business concepts and terms and how they relate.

InformationSystems

Model

InformationSystems

Model

Model information systems that are providing the information technology foundation for executing business functions and processes.

Enterprise Information Management Governance ModelEnterprise Information Management Governance Model

“EIM Governance Model” provides Enterprise Information Management (EIM) governance policies, procedures, processes, and tools for meta-data and data management across business and IT. It also provides guidance on the structure, roles and responsibilities of the data management group and users of information, including configuration management, change management, etc.

BusinessProcessModel

BusinessProcessModel

Model business processes that may span across organization, business functions, and information systems.

EnterpriseSemantic

Model

EnterpriseSemantic

Model

Develop the Enterprise Semantic Model that will serve as the logical basis for all enterprise metadata and data management implementa- tions.

InformationUsageModel

InformationUsageModel

Model patterns and information usages (CRUD matrix, access, exchange, analysis, etc.) that support business functions and processes.

InformationUsage Design

InformationUsage Design

Design information usages using industry standards and best practices. Standards are critical to have a scaleable, flexible, and holistic EIM solution.

InformationUsage

Services

InformationUsage

Services

Implement the information usage designs in runtime environment. Leverage tools and packaged applications.

85

Questions?

86

Example Utilities That Have Leveraged The CIM for Integration Projects• Integration across different EAI

implementations, including file transfers, MQSI (WebSphere), SeeBeyond, TIBCO, webMethods, Vitria, BEA:

– ERCOT (Texas), TSOs, and Market Participants

• Systems involve EMS, Planning, Network Model Management System (NMMS), and many others

– California ISO (CAISO)• Systems involved in market operations,

including EMS, Full Network Model, Outage Management, PI Historian, Market Systems, many others, building a Service Oriented Architecture

– PacifiCorp • Systems required to support retail

access (CIS, meter reading, et al.) and data warehouse

– Southern California Edison• EIM, EMS replacement, Outage

Management, ISO, Control Centers, Distribution Monitoring & Control, Event Logging, and Maintenance and Inspection (M&I).

– San Diego Gas & Electric• Smart Meter project - AMI

• Exelon• Florida Power and Light • NYISO, PJM• Tennessee Valley Authority• Duke Energy• NStar• EDF• City Power Johannesburg• East Midlands Electricity• EDF• Eskom• Hydro Quebec• EPRI

– CIM Market Extensions– CIM Substations– MMW– CIM Planning– CIM for Dynamic Models

87

Real World Examples of Use of CIM for Information Exchange• EMS Replacement Project at an IOU (SCE)

– CIM used as basis for enterprise information model and applied to individual projects as the need arises

• Market Redesign Project at an ISO (California ISO)– Service Oriented Architecture (SOA) implementation incorporating

the CIM as the enterprise information model

• CIM-Based Message Integration Framework at an IOU (PacifiCorp)– Integration strategy based on WG14 messaging

• Nodal Market Design at an ISO (ERCOT)– Single source for network model management and maintenance

for operations and planning

88

First Example: EMS Replacement Project• Southern California Edison (SCE) replaced EMS • Several external system interfaces that could

lead to multiple point-to-point links• Utility had already adopted the CIM at the

enterprise level and started an Enterprise Information Management (EIM) initiative based on the CIM as the utility’s business information model for common semantics

• Guidelines were in place for individual projects to fit into this overall enterprise integration strategy

89

EMS Replacement with MDI for External Interfaces

EAI Integration BusBased on Vitria BusinessWare Message Bus

EMS

Net

wor

k M

odel

Feed

er S

tatu

san

d A

nalo

gs

PlannedOutage Data(from ISO)Assets

Scheduling Systems- Generation- Interchange

Out

age

Dat

a

Pla

nned

Out

ages

Equ

ipm

ent

Ope

ratin

g Li

mits

Equ

ipm

ent L

imits

OMS

Sch

edul

es

Sch

edul

e

Feed

er S

tatu

s/A

nalo

g va

lues

External Power System

ApplicationsN

etw

ork

Mod

el

90

EMS Replacement Project

• Goal was to implement MDI (Model Driven Integration)• Decision to use Web Services over Vitria BusinessWare

EAI platform• Delivered XML message schemas and WSDLs for

– Status and analog measurements– Outage schedules– Interchange schedules– Generation schedules– Line operating limits– Transformer operating limits– Generic events for log

• Interesting paradigm shift

91

EMS Replacement Project

• Goal was to implement MDI (Model Driven Integration)• Decision to use Web Services over Vitria BusinessWare

EAI platform• Delivered XML message schemas and WSDLs for

– Status and analog measurements– Outage schedules– Interchange schedules– Generation schedules– Line operating limits– Transformer operating limits– Generic events for log

• Interesting paradigm shift

92

CIM Mapping for Interchange ScheduleExisting/

NewCIM Model Data Type Description Existing/

NewEMS Field Description Field Type Field

SizeField Value

E ProfileData.startDateTime AbsoluteDateTime

Date and time as "yyyy-mm-ddThh:mm:ss", which conforms with ISO 8601 using the extended form and any of the zone options.

E UTCTIME The time stamp associated with each tuple of transaction profile data.

DATE

E EnergyTransaction.name String Unique identifier among all interchange schedule transactions

E TID The unique transaction identification number associated with each tuple of data.

NUMBER 38

EN

Organization.nameDocOrgRole.roleType

String Name of sending utility.Role a company plays in a transaction. For example, for an interchange schedule, role could be SENDING UTILITY or RECEIVING UTILITY

E SENDUTILITY The abbreviated name of the selling utility.

VARCHAR2 4

EN

Organization.nameDocOrgRole.roleType

String Name of sending utility.Role a company plays in a transaction. For example, for an interchange schedule, role could be SENDING UTILITY or RECEIVING UTILITY

E RECVUTILITY The abbreviated name of the receiving utility.

VARCHAR2 4

E EnergyTransaction.typeTransaction

String Type of energy transaction, for example block or dynamic.

E TRANTYPE The abbreviated description of the energy transfer type.

VARCHAR2 4

E EnergyTransaction.description

String Description of the transaction E COMMENT Contains a brief description of the transaction. It can be updated through the operator interface.

VARCHAR2 80

E ProfileData.energyLevel EnergyAsMWH Energy level for the profile, in MWH.

E ENERGY The MWh value for the associated Tid during the associated time stamp.

NUMBER 22,10

E ProfileData.capacityLevel ActivePower Capacity level for the profile, in MW.

E CAPACITY The capacity value scheduled for the associated Tid during the associated time stamp.

NUMBER 22,10

E MessageHeader.source String Source of the message N PublishingSystemName

SCE system publishing outage data

String 12 char

93

MT_InterchangeSchedule(f rom IEC61968-10 Energy Management and Energy Trading (EMS))

<<Root>>

EnergyProfile(f rom Energy Scheduling)

EnergyTransaction

firmInterchangeFlag : booleanstate : EnumeratedTypereason : StringenergyMin : ActivePowercongestChargeMax : MoneyreceiptPointMW : ActivePowerdeliveryPointMW : ActivePowertypeTransaction : String

(f rom Energy Scheduling)

1

0..n

1

0..n

1..n

1..1

1..n

1..1

ProfileData

sequenceNumber : IntegerstartDateTime : AbsoluteDateTimestopDateTime : AbsoluteDateTimecapacityLevel : ActivePowerenergyLevel : EnergyAsMWh

(f rom Energy Scheduling)

Profile(f rom Energy Scheduling)

0..n

0..n

0..n

0..n

Document(f rom DocumentInheritance)

Organisation

organisationCode : StringcurrentStatus : StringstatusDate : AbsoluteDateorganisationType : StringcostCenterFlag : booleanprofitCenterFlag : booleanmode : StringmarketRole : StringoptOut : boolean = "false"governmentID : String

(f rom TopLev el)

0..n 0..n0..n 0..n

DocOrgRole(f rom TopLev el)

Interchange Schedule• ProfileData.startDateTime

• EnergyTransaction.name

• "Organization.name• DocOrgRole.roleType“ - send

• "Organization.name• DocOrgRole.roleType“ - receive

• EnergyTransaction.typeTransaction

• EnergyTransaction.description

• ProfileData.energyLevel

• ProfileData.capacityLevel

• Final pruning of unneeded attributes done in tools, result in simple XML Schema

94

95

96

97

Second Example: Use of CIM/MDI Methodology to Implement a Service Oriented Architecture (SOA)

• CAISO designed a newpower market system– Multi-year program that involves many vendors, new systems, as

well as numerous legacy systems• Includes EMS, Full Network Model, Outage Management, PI

Historian, Market Systems, many others• External interfaces to Market Participants included

• Integration Competency Center decided on a Service Oriented Architecture (SOA) for the integration framework– Require all new applications and systems to be “Integration

Ready” with service-enabled interfaces– Use only standard CAISO-defined services– Payloads based on the CIM– Based on Web services– CIM and Model Driven Integration (MDI) methodology used to

define information exchange

98

Goals

• Data Integration– Enterprise Information Integration as Objective

• Business Process Orchestration– Unlocking of rigid processes through run-time

configuration as much as possible• The ISO is to achieve flexibility, scalability, and

cost savings through this approach

99

Business and Technology Drivers

• Need to integrate technology provided by many vendors with significant technical diversity

• Increase the agility/flexibility of the integrated solution – change is the only constant!

• Increase the quality of data – as a public good corporation data is a critical asset and must be managed as such

• Reduce cost of implementation and maintenance• Integration goes beyond sharing of information, it needs to support

process integration and business intelligence.• Ensure that all new systems and applications are “built-to-integrate”

and achieve loose coupling• Meet performance and availability requirements

100

Service-Oriented Architecture

Consumer

ProviderBroker

“Services”Repository

Discov

er Subscribe

Publish

101

Interface vs. Service

BA

Integration Layer

BroadcastService

transport

ReceiveService

ServiceOrchestrator

1 1

2

3

102

MDI/CIM Enabled Web Service Design

Common InformationModel (CIM)Process Models Message Models

(XSD)

103

Frameworks, Standards & Tools

Industry Standards(XML, XSD, RDF, XSLT, WSDL, SOAP/HTTP, UDDI, WS-I, CIM/CME, IEC 61967/61968)

SOAArchitecture

•SOA Patterns•SOA Conceptual

Architecture•Proof-of-Concept

Service & Payload Design Methods

•Service DefinitionMethodology

•MDI Framework•WS-I

Design Tools

•Rational Rose•MDI Workbench

•XML Suite•WSDL Tools

Configuration Management

•Documentum•VSS or Clear Quest

•UDDI Repository

Initiate Model Design Manage

(Slide from Stipe Fustar, KEMA)

104

Service Definition Approach

• BPMs– Gathering and reviewing business processes, systems,

applications, and databases information• Use Cases and Sequence Diagrams

– Develop/Elaborate To-Be service orchestration requirements in the forms of Use Cases and Sequence Diagrams

• CIM/CME– Develop common semantic based service payload definition in the

form of the UML diagram– Extend the CIM/CME, where necessary, to accommodate CAISO

requirements– The extended CIM/CME is the Common Semantic Model for the

MRTU program

(Slide from Stipe Fustar, KEMA)

105

• Payload - Create CIM base and service payload XML Schema files– Map source and target data format(s) to the common semantic

model based service payload definitions. Document any business rules of service payload and mappings

• Payload Template– Verify and validate XML Schema files, and create sample XML

instance data files for reference• WSDL

– Develop WSDL service definition files using a WSDL template, and validate WSDL files

• Document the service definition artifacts in one document for a given business integration (interface) area

Service Definition Approach (cont’d)

(Slide from Stipe Fustar, KEMA)

106

Interface Examples:Interface Type Example Implemented

byUtilized by Description

Information Creation

submitBid(XML) Vendor Enterprise These interfaces are for creating or modifying information within a system of record.

Information Transfer

publishCleanBidSet(XML) CAISO Vendor These interfaces are for transferring information and releasing custody.

Information Interest

receiveCleanBidSet(XML) Vendor EAI These interfaces are implemented by vendors to allow systems to receive information as it becomes available. This indicates a subscription type interest in data.

Information Sharing

getResourceInfo(XML) XML

Vendor Enterprise These interfaces are implemented by the vendors to surface information currently within custody to the enterprise.

(Slide from Stipe Fustar, KEMA)

107

System A Integration Layer

PI

BITS

MC

broadcastMarketMeterDataWS

retrieveMarketMeterData WS

broadcastMarketMeterData

WSretrieveMarketInterchange

WS

receiveMarketMeterDataWS

receiveMarketMeterDataWS

broadcastInvoiceData WS

broadcastGeneralLedgerData WS

receiveInvoiceData WS

receiveGeneralLedgerData WS

broadcastStatusInvoiceDataWS

(Slide from Stipe Fustar, KEMA)

108(Slide from Stipe Fustar, KEMA)

109(Slide from Stipe Fustar, KEMA)

111

CAISO Project Statistics

22 Systems• Dispatch System• MP Report Interface• Load Forecast• Transmission Capacity

Calculator• Real Time Nodal System• Settlement and Market

Clearing• Bid Interface and Validation• Forward Market Nodal

System• Energy Management

System7 Vendors• Siemens - Market Systems• ABB - EMS system• Areva - Settlement System• Legacy - CAISO system

• Default Energy Bids• Real Time Metering• Adjusted Metering• Market Participants

– Bidding– Market Results– Settlement– Outage Scheduling– Dispatch Signals

• Nexant - Congestion Revenue Rights System• MCG - Interchange Scheduling System• Potomac - Default Energy Bids

• OASIS• Interchange Scheduling

System• Congestion Revenue Rights• Intermittent Resources• Compliance• RMR Validation• Generation Outage Scheduling• Transmission Outage

Scheduling• Market Quality System

(ATF updates)

Appr 130 integrations between the 22 systemsAppr 75 message schemasAppr 175 service definitionsAppr 450 publisher/consumer testable data transfers between systems

112

To Summarize: Benefits of MDI/CIM Enabled SOA• Expose information through common mechanism and

common semantics• Seamless information flow across the enterprise• Deliver the right information at the right place at the right

time• Enforcing data quality and consistency at the service level• Flexibility/agility in responding to business organisation

and process changes • Technology agnostic• Utilizes widely adopted and proven standards• Reduce total cost of ownership• Provides traceability/mapping of business processes

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Third Example – Pacificorp (R. Rhodes, B. Williams)• PacifiCorp is successfully using CIM to design both interfaces and

databases– CIM was adopted in 1999 as PacifiCorp’s application integration standard – Used for both messaging and database design for new projects– Existing interfaces are reworked when the need arises

• Model Driven Integration based on the CIM viewed internally as “Best Practice”– Having a common vocabulary reduces semantic misinterpretation– Reusing messages minimizes integration costs– Minimal knowledge of internal application designs required– Xtensible MDI Workbench used for message creation, management, and

maintenance • CIM is here to stay

– CIM is standard design practice– PacifiCorp vendors are getting used to the idea– PacifiCorp’s data warehouse is based on the CIM– EMS/SCADA system (Ranger) uses a CIM-based data maintenance tool

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CIM Scorecard – Examples of CIM useBusiness Units

Application/Project

Message(s) CIM Pct of message that is CIM

Power Delivery

Substation Measurements

IntervalRead, SubstationEquipment.Measurement MeasurementList 90%

Outage Center Call Handing

TroubleCalls, TroubleReportAlerts, TroubleReportDetails, TroubleReportSummary, Customer Info, Customer Balance, Customer Account Balance

OutageManagement 80%

Retail Access Project

RegisterReadRequest, BillDeterminant, CustDrop, Enroll.DACust, EnrollmentChange, NonDACust, Reg.ESSRegister, Register.ESS, ESStatusChange, SESSESSRelationshipChange, RegisterReadResponse, CnIConsumption, DAEnrollConsumption, EnrollmentChange, NonDAEnrollConsumption, ESSStatusChange

CustomerMeterDataSet,CustomerServiceAgreement,MeasurmentList,Document, ActivityRecord, CustomerBilling, BillingDeterminant

80%

Pole Attachment System

FacilityPoint, JointUse.Agreement, JointUse.Attachment, JointUse.Notice, JointNoticeRequest, FacilityPoint

AssetList 70%

Transmission Transmission Planned Outages

PlannedOutage.Change PlannedOutageNotification 50%

Transmission Wholesale Billing System

TransmissionData, STLossData, LTLossData, Scheduling.LoadData,ConsumptionData, InvoiceData

Settlement and MarketClearing 70%

EMS SCADA WeatherData MeasurementList 100%

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CIM Scorecard Cont’dBusiness Units

Application/Project

Message(s) CIM Pct of message that is CIM

Power Supply/Generation

Availability Information System

GeoThermalPlantGeneration MeasurementList 60%

Hydro Information Website

FlowDisplay MeasurementList 100%

Generation Equipment Performance Work Management

SolutionNotification, Performance, SolutionProject, EquipmentGroupRepetitiveTasks, Inventory.StockingPlan, WorkHistoryDocument

WorkWorkHistory

90%

Commercial & Trading

CRS MarkToMarketData MarkToMarket (Not in CIM) 80%

California ISO interface

EDI810 Settlement 50%

Corporate Giving Campaign

EmployeeDetails, ContributionPayrollDetails Employee (erpPerson) 70%

Sarbanes Oxley Audit

ChangeAuditReport ChangeAudit (Not in CIM) 90%

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Fourth Example: Texas Nodal Market Implementation• The Electric Reliability Council Of Texas (ERCOT) charged with developing a

nodal market to replace the existing zonal market• Developing Network Model Management System (NMMS)

– A CIM-based repository for single source model network management for both Operations and Planning

• NMMS interfaces to most all downstream and upstream systems via CIM/XML based on RDF schema

– A CIM profile will be defined for each interface• Downstream systems include:

• EMS, CRR, OTS, MMS, Settlements and Billing, Outage Scheduler, Outage Evaluation, ICCP interface, Planning

• Market Information System interface to ERCOT members• Upstream systems include:

– Outage Scheduler– Generation Data from transmission service operators and generation entities– Network, SCADA & ICCP data from TSPs– Contingency, dynamic ratings and special protection schemes from TSPs– Planning changes from TSPs

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ERCOT Nodal Program

• To accommodate all interface data requirements, the CIM was extended– Packages, classes, attributes and associations

• Other information exchanges directly between systems will use CIM XML schema-based messages loosely based on the 61968 message standards– TIBCO integration service bus will provide message

exchange infrastructure• Aggressive schedule to support Market-Go-Live

in 2009

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CIM History

• 1992 – Unified Information turned over a data model based on the EPRI OTS to the CCAPI Task Force with the understanding it would be turned into an industry standard model.

• 1993 to 1996 - The CCAPI task force expanded the data model with a primary goal of enabling use of plug compatible applications to help protect utility investment in applications.

• 1996 – The CIM was turned over to IEC Technical Committee 57, Working Group 13&14, where it is advancing through the standards process. It covers both electric utility transmission and distribution business operations.

• 2003 – ISO/RTO Council and EPRI sponsored an initiative to expand CIM into Market Operations, a.k.a. CME.

• 2005 – First edition of IEC 61970-301 CIM Base• 2005 – CIM Users Group established under UCA Users Group.

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CIM Usage• Many EMS vendors support power system model exchange using

CIM/RDF/XML, some with CIM-based databases behind the scenes• EPRI has sponsored nine interoperability tests for transmission model

exchange and GID GDA and HSDA validation• Utilities have implemented CIM-based integration using EAI technologies

– Utilities have used the CIM as the basis for developing common messages for integration

• Asset and work management vendors as well as GIS application vendors are starting to support CIM/XSD standards

• AMI vendors are starting to support IEC 61968 Part 9 for meter related information exchange

• CIM is being extended into the power market and planning, and provides a foundation for Service-Oriented Architecture (SOA) implementation

• Vendors have developed tools to build CIM-based information exchange messaging, GID interfaces, and repository applications that can process CIM- aware data

• EPRI and others sponsored many international workshops and seminars on CIM/GID standards

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Benefits of Using CIM Approach

• Data model driven solutions leads to interoperability• Provides common semantics for information exchange between

heterogeneous systems– Used for CA to CA communications

• NERC mandated use of CIM and RDF Schema version for power system model exchange

• Provides for automatic generation of message payloads in XML– Ensures common language for all messages defined

• Single information model for all messages– Avoids proprietary message formats from vendors (based on internal

schemas)– Eliminates work of creating XML tags for each message– Alternative to EDI or CSV file formats

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Benefits of Using CIM Approach

• Uses industry standard modeling notation– UML, XML

• Permits software tool use for:– Defining and maintaining data models

• Single point of maintenance for changes

– Documenting data models– Automatic generation of information payloads

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CIM Acceptance

• In use at dozens of utilities throughout world– In NA, used at RTO/ISOs and NERC as well

• 50+ applications based on CIM• 40+ suppliers sell application/products based on CIM

– See CIM Reference List for Details• Endorsed by other standards organizations• Foundation for information exchange between utilities

and/or other external organizations• Foundation for Model-Driven Integration architecture

within an enterprise• CIM User Group to deal with questions and issues arising

from increased use

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Recommendations

• Recommended process for incorporation of the CIM and related standards into planning – Create project or task force with interested parties – Develop use cases (with some examples) and identify

systems involved – Identify major data exchanges – Identify issues requiring resolution – Develop action plan

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Questions?

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Where to Get More Information About the CIM and Related Standards• Visit CIM User Group (CIMug) Web Site

– http://www.ucaiug.org/CIMug• Single site for gaining access to information about the CIM and related

standards– Includes all standards being developed by IEC TC57 Working Groups 13, 14, 16,

and 19• Now provide access to:

– Announcements of CIM-related activities and events – Calendar of activities – CIM electronic model in various formats – Lists of CIM-related tools and access to open source tools – Documents that are publicly available – Lists of the CIMug working groups and works in progress as well as minutes of

meetings and conference calls – CIM issues lists and status of resolution – Help desk – Discussion forums – Links to other CIM-related sites

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CIM Status and Access Information

• CIM exists as electronic model and IEC standard (MS Word)– IEC 61970-301 CIM Base First Edition published

• Available from IEC online store– IEC 61968-11 CIM draft

• Available through WG14

• Complete CIM (61968 & 61970 packages in UML) available on CIMug Web site in various formats– Go to CIM Releases folder

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Navigating the CIMug Web Site

• Two major parts to the web site:– Public access. Any one is free to browse and download

documents in this section. – Member only. Access to these parts requires a user name and

password which are obtained by joining the CIMug.

• If you have questions, probably the best place to start is the FAQs list under the Lists section on the left side of the home page. Here you will find answers to many questions about the CIM, the CIMug, the web site, and how to obtain information about joining the CIMug if you are not already a member, and how to obtain a user name and password if you are already a member.

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Questions?

• Thank you