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IEE MDM Overview

October 22, 2007


Orlando, FL
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo
The typical utility IT infrastructure . . .
SCADA

RTUs PI Historian LDW 3 Settlement


Central Market
Xi COMM
Industrial:
Hourly

-
TCP/IP

MV- 90
Retail
Office
LDW
Daily
C&I:

2 way Interval
Forecasting

C&I FN

LDW 4

Hourly Load Research


Mass Market:

Rates
Daily

Daily
FN LDW 2
Complex
Billing
Customer Care Circuit Analysis
Mass Market:
Monthly

Handheld

Meter
Reading Assets
CIS GIS

WMS Routes
MDM The Solution Briefly Defined

Meter Data
Management
Business Drivers for MDM
AMI is the latest but certainly not the only MDM driver
Demand Response is driving AMI and AMI is driving
demand for new generation of MDM.
Energy Policy Act of 2005
Encourages electric utility investment in advanced metering systems
Requires the PUCs to investigate implementation of standards
relating to time-of-use rates and advanced metering initiatives
Each electric utility is required to offer each customer class a time-
based rate schedule that reflects the variance, if any, in wholesale
cost of generating and purchasing electricity and enables electric
consumers to manage energy use and cost through advanced
metering and communications technology.
The law provides that customers of third party marketers are entitled
to the same time based metering and communications devices as
an electric utility's retail customers.
Business Drivers for MDM cont.
Economic and Regulatory Forces
Rising and more volatile energy prices
Peak demand is increasing faster than total energy use
Greater US focus and momentum at state and city level on green
house gas emissions

State PUCs recognizing that the status quo is not


working
Recent pilots suggest that customers are open to time-based rates
and direct load control programs
And can achieve demand response with such programs
Technology Drivers for new MDM

Cost of solid state meters had decreased in last


10 years and capabilities have increased
Solid state meter is the foundation for AMI
meters
Significant advancements in communications
wireless and power line communications
Merging communications methods: Zigbee,
Bluetooth, GPRS
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo
MDMs Role in Utility
Isolate the CIS system from the
complexities of meter data collection and
management
Multi-vendor data collection and management
Collection of data using multiple methods
including remote interrogation (phone, IP) or
handheld, probe, mobile, RF fixed network, PLC,
BPL, etc.
Two way interaction with the AMI system to
support key AMI business benefits
Remote connect/disconnect, on-demand reads,
demand response events
Provide persistent data storage with customer
information in enterprise-class and scalable
database
Integrate and analyze frequently collected
data
Existing applications do not need or support
collection of detailed data
Enable data availability across the
enterprise Distribution, forecasting, load
research, customer service, revenue
assurance, etc.
MDMs Role in Utility - cont
Comprehensive interval data management
Validation, Editing and Estimation
Flexible billing determinant calculations
Workflow tools for utility operators to effectively manage key
operations (data import, validation failures, calculations, and exports)
Data processing reports, exception reports, customer
usage
Integrate non-billing features of meter reading systems
Outage, restore, tamper, connect/disconnect, demand response,
distribution monitoring
Enable change
Integration of multiple systems, vendors, technologies
MDM Reduces Risk for AMI
AMI roll-outs take a long time, must co-exist with traditional
meter reading methods
Use MDM to consolidate interfaces rather than build point-to-point
Use MDM to phase in AMI on a route-by-route basis
Legacy systems have limited integration options
Use EAI to enable integration with new technologies
Leverage MDM to manage new asset information and interpret new actions
Standard billing systems cannot manage daily or hourly reads
Use MDM to manage detailed data and provide commercial-ready billing
determinants to CIS
AMI costs are justified on new applications of detailed data
Use MDM and applications to support new users with new applications
Some Key MDM Functionality
Security
Verify sender has rights to send data for meter
Verify requestor has rights to receive data for meter or perform commands
Exception handling
Event or meter data arrives for unknown meter
No meter data arrives for known meter
Usage for inactive meters, zero usage for active meters
Linking meter data to operations
Outages by premise or transformer rather than endpoint
Energy usage combined with AC cycling or thermostat settings
Meter diagnostic events over time
Filtering
Storm mode for outages
Outage/tamper combinations
Tamper and usage changes
Validation
Actual vs. historical averages
Billing Determinant Calculations
Peak Time Rebate for non-TOU customers
absolute or % difference of actual usage during critical peak hours vs. average usage for same hours on 5 non-event like days
Net meters, check meters, usage allocation
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo
MDM Boundaries
Role of AMI Collection System vs. MDM
System

hp
ProLiant
DL380 G4

ch 1 ch 2
Tape

2
hp
UID ProLiant
DL380 G4

ch 1 ch 2
Duplex

Tape
1
5

2
5

UID

Duplex
Simplex

1
5

1
2

0
4
4

Simplex
0
4

0
4

2
AMI Collection System Meter Data Management

Collection Engine Utility LAN Meter Data Management


Transitory data store Persistent data store
Manages network components Manages customer relationships hp
ProLiant
DL380 G4

ch 1 ch 2
Tape
1

Monitors data collection process


2

UID

Duplex
5

1
Monitors data collection process

Simplex
0
4

2
for a single technology Public

0
4

2
for all
CIS connected
& Other technologies
Applications
Collects data from backhaul Backhaul
Collects data from all connected
Distributes raw data systems
Cell Relay Cell Relay Validates, repairs data
anomalies
Distributes validated data to
utility applications and market

000 000
12345 12345
0 RF LAN 0 RF LAN

Radio Radio Radio Radio


Meter Meter Meter Meter
e e
be be
Zig Zig
Systems of Record and Data Synch.
Main link between MDM and CIS is Service Point Customer

CIS is system of record for


Customer/account/premise/address/contact information
Financial relationships accounts and cycles
Rates Cycle or
Account
Route
Billed values at the account level
Financial events (collections, payments, cancel/rebill, budget bills)
MDM is system of record for
Meter/register/channel/endpoint information Service
Premise
Point
Meter reading relationships
Raw data from devices
Billing determinants
Device-level events (outage, tamper, diagnostics)
Meter
Main link between MDM and AMI is Endpoint/Meter
AMI is originating system or system of record for
Endpoint/collector/cell relay/substation equipment
Data collection relationships (endpoint to collector/cell relay)
Endpoint
Raw data (as it comes from devices)
Device-level events (collector/cell relay diagnostics)
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo
History of IEE Meter Data Management
Timeline
Itron Enterprise Edition SQL and Oracle
2007 5.3
C&I
Itron Enterprise Edition
Service Mode
2006 5.2 AMI Integration

Itron Enterprise Edition Mass Market


2003 5.0

UTS/Itron Products Silicon Energy Products


UCE .NET Architecture
2002 EEM Suite
MV-90 EE Versioning Database Design
4.0
MDM/Collection AMR Integration
2001 EEM Suite
Knowledge Layer
MV-STAR Meter Data Mgmt 3.1
1999
Data Collection

1990 MV-90 Validation/Edit/Est


IEE Meter Data Management
Integration Across Systems

ESB
MDM and SOA

to collection to rest of enterprise


technologies
Collection Systems Operational Systems

Integrator Integrator
CC&B

Premierplus 4 Premierplus 4
Customer/1
Solutions
Custom Billing

MV-RS MV-RS
IS-U CCS

XML XML
DAA

AMR/Network
Energy

Flat File Flat File


RPS

Custom Custom
Billing Expert

Itron Enterprise Edition


Meter Data Management

xi Service LodeStar
Mode Enhanced
Load Research

MV-90 xi
MDEF LodeStar
Load Research
Current MDM Interfaces

MV-90 MV-90
Customer Care

Spreadsheet Spreadsheet
Outage Mgmt

MV-90
HHF
Mainframe
Curtailment
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo
Versioning
All versions of data maintained, regardless of how many times data
is changed or corrected
Audit trail of changes
Reproducibility of results as of a specific date/time

Versions of Reading data


Raw readings
Edited or estimated
Versions of Configuration data
Contract relationship changes
Meter changes
Validation, Estimation and Editing
Consistent validation, estimation, and editing capabilities
Built-in parameter-based validation and estimation rules
User-defined validation and estimation rules using Universal
Calculation Engine, requires no code changes
Manual editing, export and estimation user interface
Estimation: Linear Interpolation

For small issues, draws a straight line between the last


good interval and the next good interval.
Estimation: Historical Estimation

For larger issues, uses the given SPCs own historical


data to generate estimates . . .
Estimation: Load Profile

If insufficient history is available for Historical to run, use a


reference load shape and the register channel usage to
generate estimates . . .
Universal Calculation Engine
Consistent aggregation, losses, netting, and other calculations, regardless of
data source
Total consumption over bill cycle
Derived or captured demand
TOU and CPP billing determinants
+ - * /
Easy-to-use scripting language Square root, sine, cosine, etc.
Rich function set delivered with product Unit conversion functions
KWH, KVARH KVAH or PF, V2H V,
Changes to formulas tracked over time
etc.
Conditional and Logical Operators
IF/AND/OR/NOT,<.>, etc
50 levels of nesting
Conditional functions based on status
Read statuses
Write statuses
Date and Time functions
TOU functions
Reporting and Exporting
Interactive Graphing
Analytical - Usage, Consumption, Summary, KVA, etc.
Operational - Cycle Due Date, Missing Data, Comm Logs, etc.
Exports XML, MV9 Mainframe, LSE, Spreadsheet, etc.
MV-90 Integration xi Service Mode

Centralized configuration, scheduling and interrogation


management
Remotely controls MV-90 xi in Service Mode
Can control multiple MV-90 xi systems simultaneously in
the same or different time zones
Provides a single interface for all user access and
upstream business systems
MV-90 operates as a black box, requires no operational
user intervention and stores no data
IEE MDM AMI Integration

AMI Two Way Controls


Remote Interrogation
Remote Disconnect/Connect
Demand Reset
On Demand Read
Agenda

Business Drivers
MDM Roles
MDM Boundaries
IEE MDM Architecture
IEE MDM Features
Demo