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© 2010 IBM Corporation
Energy and Utilities Industry
© 2010 IBM Corporation2
Smart Energy for a Smarter Planet
Energy and Utilities market forces are creating the need for an evolution in the energy value chain.
Solar
Wind
Solar
Wind
HydroelectricSolar
NuclearWind
Energy Storage
Energy Storage
Energy Storage
UTILITY
Plug-in Vehicle
ConsumerPower FlowPeriodic Information FlowContinuous Information Flow
Coal/Natural Gas
NuclearHydroelectric
UTILITY
TRADITIONAL TRANSFORMED
Coal/Natural Gas
© 2010 IBM Corporation3
Smart Energy for a Smarter Planet
Our approach capitalizes on three foundational capabilities to deliver end-to-end solutions.
GlobalIUN
Coalition
Solution Development
IBM Research
Solution Delivery
Nuclear Power Advisory Council
Global IUN Coalition
Partner Ecosystem
SOLUTION DEVELOPMENT & DELIVERY POLICY
THOUGHT LEADERSHIP
GSGF
© 2010 IBM Corporation4
Smart Energy for a Smarter Planet
IBM provides leadership in key industry standards organizations Chair, GridWise Alliance (US)
Chair, Global Smart Grid Federation Chair, GridWise Architecture Council (US) Chair Intellect Smart Grids and Smart Metering Group (UK) Chair-Elect, Architecture Committee for NIST Smart Grid Interoperability Panel (US) Co-Chair, NERC Reliability Fundamentals Working Group (US & Canada) Co-Chair, Object Management Group (OMG) Smart Energy Working Group Sub-committee Chair, Smart Grid, US Electricity Advisory Committee Chair-Elect, IEC 61968 Part 6 standards stream Vice Chairman, World Energy Council Interconnectivity Working Group Founding Member, Smart Grid Australia and Chair, Policy and Regulatory Working
Group Founding Member, Korea Smart Grid Association Member, US DOE Electricity Advisory Committee Member, UCA® International Users Group including OpenHAN, OpenAMI, Common
Information Model and IEC61850 Member, OASIS Energy Management Information Exchange and Energy
Interoperation Technical Committees Member, DLMS/COSEM Association Member, European Association for Interoperability for Smart Homes and Communities
(TAHI) Member, IEC Technical Committee 8 on system issues in electric grid Member, ISO/IEC JTC 1/SC 25 Working Group 1 Member, IEC 57 Working Group Groups 8, 13 and 14 on Distribution Management
GSGF
© 2010 IBM Corporation5
Smart Energy for a Smarter Planet
Solutions Experience Lab at IBM Austin
Energy & Utilities Solution Center at IBM La Gaude
China Development Lab E&U Solution Center
IBM E&U Solution CentersComprehensive Industry Knowledge and Analysis
Demonstration center which showcases innovative solutions for the E&U Industry
- Advanced Meter Management- Energy Monitoring with Cognos- Security- EAM Maximo- BI with ILOG- Intelligent Plant Life Cycle Management- Knowledge Management with FileNet- High Performance Computing
10+ integrated, solution prototypes
Demonstrations can be projected in live video anywhere in the world
A reference implementation for the E&U industry based on SAFE, featuring advanced, leading edge technologies
Showcase for IBM technology integrated with key business partners
- Itron- muNet- OSIsoft- Siemens- Sisco
Industry standards business processes and data
Customized briefings and training
Proof of Concepts
Key Solution Underpin for E&U engagement and delivery, acting as ONE team for E&U bold play in GMU
Strategic partnership with Key influencer in IUN / Nuclear / Wind, contribution in Eco-System building
Replicable and sustainable solution/asset with high value for both customer and IBM
WW contribution to both GBS & SWG E&U solution/asset portfolio
Value Proposition
Demo center for E&U solutions PoC and PoT with engagement team Asset and solution harvesting &
enhancement for reuse New asset development with key value Investment on strategic partnership program
Business Scope
© 2010 IBM Corporation6
Smart Energy for a Smarter Planet
IBM’s Energy and Utility Solution Portfolio addresses a utility’s business and technology needs across the full energy value chain
De
liv
ery
Op
tio
ns
Power Generation
Optimization (PGO)
Plant OperationsFleet OptimizationSupply Expansion
Transmission & Distribution
Operations
Mobile Workforce MgmtAsset Lifecycle MgmtSupply Chain Mgmt
CorporateSupportServices
Human ResourcesAccounting
Payroll
Customer Operations
Transformation (COT)
Customer CareCustomer Management
Customer Systems
Intelligent Utility Network (IUN)
InfrastructureServers, storage, communications networks and equipment and associated services
Solution Architecture for Energy& Utilities Framework (SAFE)
Physical and Cyber Security
IUN Communications NetworksIUN Security
Distributed Energy Resources
Smart Metering & BeyondGrid OperationsElectric Vehicles
© 2010 IBM Corporation7
Smart Energy for a Smarter Planet
The IBM SAFE Framework enables integration of information and processes across the utility company
Solution Architecture for Energy and Utilities Framework
Third-party Access DomainThird-party Access Domain
Utility Business DomainUtility Business Domain
Device domainDevice domain
Communications network domainCommunications network domain
Power Generation
Plant OperationsFleet ManagementSupply Expansion
Power Generation
Plant OperationsFleet ManagementSupply Expansion
Corporate Support Services
Human ResourcesAccounting
Payroll
Corporate Support Services
Human ResourcesAccounting
Payroll
Business and infrastructure integration layer (Services Oriented Architecture)Business and infrastructure integration layer (Services Oriented Architecture) Business Process Automation WebSphere Process Modeler, Process
Server, ESB, Message Broker
Business Process Automation WebSphere Process Modeler, Process
Server, ESB, Message BrokerAsset, Device and Service
MonitoringNetcool, DataPower,
InfoSphere Streams, Cognos Now
Asset, Device and Service Monitoring
Netcool, DataPower, InfoSphere Streams, Cognos Now
Transmission & Distribution
Mobile Workforce ManagementAsset Lifecycle ManagementSupply Chain Management
Transmission & Distribution
Mobile Workforce ManagementAsset Lifecycle ManagementSupply Chain Management
Customer Operations
Customer ManagementCustomer Care
Customer Systems
Customer Operations
Customer ManagementCustomer Care
Customer Systems
Regulatory, Risk and Compliance ManagementFileNet, Tivoli Compliance, iLog
Regulatory, Risk and Compliance ManagementFileNet, Tivoli Compliance, iLog
Intelligent Utility Network (IUN)
Smart Meter & BeyondGrid OperationsSecurityCommunications NetworkPlug-In vehicle/Distributed Energy Resources
Informed Decision MakingCognos, SPSS, iLog, Information Mgmt Portfolio, WebSphere Business Events
Informed Decision MakingCognos, SPSS, iLog, Information Mgmt Portfolio, WebSphere Business Events
Security
S
o
lutio
ns
Security
S
o
lutio
ns
Asset Lifecycle ManagementMaximo, FileNet
Asset Lifecycle ManagementMaximo, FileNet
Improved Customer Experience Portal, Lotus Connections, Lotus ExpeditorImproved Customer Experience Portal, Lotus Connections, Lotus Expeditor
Tivoli Security
Solutions, DataPower,
Rational Appscan
Tivoli Security
Solutions, DataPower,
Rational Appscan
© 2010 IBM Corporation8
Smart Energy for a Smarter Planet
Smart Grid Tooling around architecture managementThe Approach - Provide a pragmatic, model-driven approach to implementing and enriching Industry Standards
IEC = International Electrotechnical Commission
CIM = Common Information Model*EPRI IntelliGridSM Use Case Models are stored in Rational RequisitePro to demonstrate Integrated Requirements Management with Use Cases
Energy Business Blueprint• Smart Grid Strategy and Planning• Smart Grid Application Portfolio Rationalization• Corporate Data Model Transformation
• IEC CIM (IEC 61968/61970) • Smart Grid Security Architecture
• NERC CIP 007, NIST 7268
Design and Implementation• Smart Grid Application Integration
• IEC CIM and IEC 61850• EPRI Intelligrid Use Cases
• Smart Grid Data Integration and Analysis• IEC CIM and IEC 61850• EPRI Intelligrid Use Cases
Data Design and Integration• Logical and physical description
of data based on UML Information Models
• Supports dimensional modeling for DW/BI
Application Integration• Implements SOA artifacts across ESB /
BPM platform• Implements canonical model• Provides analysis on the impact of change• IEC CIM Messaging Implementation
Technology Strategy and Planning
Technical Design and Implementation
Requirem
ents Managem
ent
© 2010 IBM Corporation9
Smart Energy for a Smarter Planet
IBM has worked with clients around the world to develop solutions which transform the energy value chain
CenterPoint Energy
Consumers Energy
Ontario Energy Board
Enemalta
ASM Brescia
MVV/City of Mannheim
EnBWEcotricity
Country Energy
Energy Australia
Click on box icons to review individual customer profile.
DTE Energy
DONG Energy
Progress Energy
Pacific Northwest National
Laboratory
San Francisco Public Utilities Commission
Oncor Red Electrica de Espana
npower
Guangdong Dapeng LNGAustin
Energy
Hildebrand
Terna
© 2010 IBM Corporation10
Smart Energy for a Smarter Planet
Typical Customer Use Cases
Using CIM for Smart Grid Transformation
© 2010 IBM Corporation11
Smart Energy for a Smarter Planet
Overview – Edison SmartConnect System (cont’d)3rd Gen Electronic meters: 200A integrated service switch Home Area Network interface Energy & Voltage measurement Outage detection & service status Theft/tamper detection Remote firmware upgradability Robust security
Multi-Tier Telecom Network Designed for flexibility & security 2-way narrowband 900MHz RF LAN Open standard ZigBee 2.4GHz HAN Cellular based WAN with flexibility
for technology changes
© 2010 IBM Corporation12
Smart Energy for a Smarter Planet
Asset Leveraging – Model Organization Use MDSD Model structure for System of
Systems Modeling– Enterprise Level
• Shows the enterprise as a “Black Box”, identifying external actors.
• Identifies “conceptual’ use cases that express Concept of Operations
– Business Process Level• Shows the enterprise as a “White Box”, exposing
business processes as use cases.• Identifies business workers, collaborating
systems, and system operations.
– SoS Level• Shows the SmartConnect System as a “Black
Box”, providing system context• Identifies system use cases and IO_Entities
– Systems Level• Shows the SmartConnect System as a “White
Box”, exposing the systems within the SmartConnect System
• Identifies intra-system operations and interfaces
© 2010 IBM Corporation13
Smart Energy for a Smarter Planet
Asset Leveraging – Model Organization (cont’d)
Use IEC Interface Reference Model for organizing use cases
– Create packages for business functions with names from the IEC Standard
• Stereotype packages as <<BizFtn>>– Create packages for business sub-functions
with names from the IEC Standard• Stereotype packages as <<BizSubFtn>>
– Create packages for business activities with names from use cases
• Create business activity packages within business sub-function packages
© 2010 IBM Corporation14
Smart Energy for a Smarter Planet
Asset Leveraging – Model Organization (cont’d)
Use Rational Process’s, 4+1 Model structure to organize individual system models
– Systems decompose into subsystems
– Subsystems contain packages with the standard UML model views
© 2010 IBM Corporation15
Smart Energy for a Smarter Planet
Asset Leveraging – Use Case Development
Use Business Archetype Patterns and Analysis Patterns to describe common business activities and objects
Use UML definitions to identify “include”, “extend”, “conceptual”, and “alternate” use cases
Use Business Use Cases and Business Processes developed by business stakeholders as the basis for developing System Use Cases
Use IEC Generic Use Cases to discover and describe use cases and actors
© 2010 IBM Corporation16
Smart Energy for a Smarter Planet
Asset Leveraging – Operations Discovery Use MDSD
Methodology to identify system operations
Use IEC Information Exchange Model to define canonical messages that invoke system operations
Use Business Archetype Patterns and Analysis Patterns to identify standard business operations
© 2010 IBM Corporation17
Smart Energy for a Smarter Planet
Asset Leveraging – Business Object Modeling
Mine IEC Common Information Model for standard utility business objects
Use IEC Model Extension Methodology to define SCE and SmartConnect unique business objects
Use Business Archetypes and Analysis Classes to identify standard business objects
© 2010 IBM Corporation18
Smart Energy for a Smarter Planet
Asset Leveraging – Information Modeling Use IEC Common Information
Model to define standard utility data items
Use IEC Model Extension Methodology to define SCE and SmartConnect unique data items
Use Business Archetype Patterns and Analysis Patterns to define standard business data items
Use ANSI Standards to define meter data types
© 2010 IBM Corporation19
Smart Energy for a Smarter Planet
Asset Leveraging – Requirements Traceability
Use IBM Rational’s RequisitePro (ReqPro) as the repository for all requirements
– Business Requirements– Business Process
Specifications– System Requirements
Forward and reverse requirements tracing in ReqPro
Requirements traced to Use Cases in System Model
© 2010 IBM Corporation20
Smart Energy for a Smarter Planet
Asset Leveraging – Document Automation
Doc integration with other IBM Rational Tools provides seamless access to data directly from the tool's data repositories.
Doc templates are used to create standardized SCE documents specified in the SCE Systems Development Life Cycle.
Regenerates precise, up-to-date documents easily; preserves additional data entered directly into the document.
© 2010 IBM Corporation21
Smart Energy for a Smarter Planet
Asset Leveraging – Process Documentation Used for authoring,
configuring, and viewing MDSD method content and processes.
– Develop method content and create or extend processes
– Select applicable RUP components
Includes Rational Tool Mentors Includes extensive context
sensitive help Published a process website
for access by team members.
© 2010 IBM Corporation22
Smart Energy for a Smarter Planet
Comprehensive Ecosystem of Industry Business Partners
Customer Operations
Grid Operations
Distributed EnergyResources
CommunicationsLayer
Power Layer
AMI and Meters
Future AppsAnd Services
Power Generation
Source: IBM, GreenTech Media, SmartGridNews, Venture Capital Group, Cleantech VCs
Next Generation of Applications
FAN/AMI CommsWANLAN
HAN / Building Area Network & eMobility
Network Gateway Smart Meter
Consumer Energy Management SystemsIntegrated, Enterprise-wide Advanced Control Systems
Tendril Coulomb Technologies Energy bt Gridpoint Better Place Sagem
ABB Siemens Areva PowerSense Cooper OSIsoft Telvent
SAP Oracle Genesys Nuance Aclara Jacada
ABB Dassault GE Siemens OSIsoft Areva SAP
Elster eMeter Itron Trillian Landis & Gyr SAP Silver Spring
JuniperCiscoBrocade
ABBAT&TAlvarion
SprintT-MobileVerizon
Landis & GyrSmart SynchTrilliant
ItronSilver SpringSensus
Johnson ControlsTendril
Control 4Energy Hub
PhilipsGridpoint
Coulomb TechnologiesBetter Place
Generation Transmission Substation Distribution Home/Building Distributed Generation and Storage
Utility Infrastructure Consumer
© 2010 IBM Corporation23
Smart Energy for a Smarter Planet
How IBM can help you