Generic smart grid requirements - Part 2-3: Resources connected to the grid domains

IEC SRD 62913-2-3:2019(E) initiates and illustrates the IEC’s systems approach based on Use Cases and involving the identification of generic smart grid requirements for further standardization work for resources connected to the electric power systems – i.e. distributed energy resources, smart home/commercial/industrial/DR-customer energy management, energy storage, and bulk generation domains – based on the methods and tools developed in IEC SRD 62913-1.
This document captures possible "common and repeated usage" of a smart grid system, under the format of "Uses Cases" with a view to feeding further standardization activities. Use Cases can be described in different ways and can represent competing alternatives. From there, this document derives the common requirements to be considered by these further standardization activities in term of interfaces between actors interacting with the given system.
To this end, Use Case implementations are given for information purposes only. The interface requirements to be considered for later standardization activities are summarized (typically information pieces, communication services and specific non-functional requirements: performance level, security specification, etc.).
This analysis is based on the business input from domain experts as well as existing material on grid management in a smart grid environment when relevant. Table 1 highlights the domains and business Use Cases described in this document.
Electric vehicles are on one hand considered as a DER and normally should fit in IEC SRD 62913-2-3; but on the other hand, and for historical reasons, they are separated into two documents and covered in the IEC SRD 62913-2-4 electric transportation domain.

General Information

Status
Published
Publication Date
16-May-2019
Current Stage
PPUB - Publication issued
Completion Date
17-May-2019
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IEC SRD 62913-2-3
Edition 1.0 2019-05
SYSTEMS
REFERENCE DELIVERABLE
colour
inside
Generic smart grid requirements –
Part 2-3: Resources connected to the grid domains
IEC SRD 62913-2-3:2019-05(en)
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IEC SRD 62913-2-3
Edition 1.0 2019-05
SYSTEMS
REFERENCE DELIVERABLE
colour
inside
Generic smart grid requirements –
Part 2-3: Resources connected to the grid domains
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
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® Registered trademark of the International Electrotechnical Commission
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– 2 – IEC SRD 62913-2-3:2019 © IEC 2019
CONTENTS

FOREWORD ........................................................................................................................... 6

INTRODUCTION ..................................................................................................................... 8

1 Scope .............................................................................................................................. 9

2 Normative references ...................................................................................................... 9

3 Terms, definitions and abbreviated terms ...................................................................... 10

3.1 Terms and definitions............................................................................................ 10

3.2 Abbreviated terms ................................................................................................. 15

4 Distributed energy resources ......................................................................................... 16

............................................................................................... 16

4.1.1 Purpose: business analysis of DERs .............................................................. 16

4.1.2 Scope: DERs as sources of generation .......................................................... 16

4.2 Business analysis of DER systems ....................................................................... 17

4.2.1 Benefits and challenges of grid-connected DER systems ............................... 17

4.2.2 Stakeholders involved in the DER domain ..................................................... 20

4.2.3 Traffic light concept for DERs ........................................................................ 20

4.2.4 Business drivers and objectives of DER stakeholders .................................... 21

4.2.5 DER grid services .......................................................................................... 23

4.2.6 Regional differences ...................................................................................... 29

4.2.7 List of business roles and business Use Cases of the domain ....................... 29

4.2.8 List of system Use Cases and system roles ................................................... 33

5 Smart home/commercial/industrial/DR-customer energy management ........................... 41

5.1 Purpose and scope ............................................................................................... 41

5.1.1 Clause objective ............................................................................................ 41

5.1.2 General context ............................................................................................. 41

5.2 Business analysis ................................................................................................. 42

5.2.1 General overview ........................................................................................... 42

5.2.2 List of business roles and business Use Cases of the domain ....................... 43

5.2.3 List of system Use Cases and system roles ................................................... 48

5.3 Smart home requirements for the smart grid ......................................................... 55

5.3.1 Smart grid requirements extracted from smart home Use Cases .................... 55

5.3.2 Other requirements ........................................................................................ 72

6 Energy storage .............................................................................................................. 72

6.1 Purpose and scope ............................................................................................... 72

6.1.1 Clause objective ............................................................................................ 72

6.1.2 General context ............................................................................................. 72

6.2 Business analysis ................................................................................................. 74

6.2.1 General overview ........................................................................................... 74

6.2.2 EES grid services .......................................................................................... 74

6.2.3 List of business Use Cases and business roles of the domain ....................... 78

6.2.4 List of system Use Cases and system roles ................................................... 80

6.3 EES smart grid requirements ................................................................................ 82

6.3.1 Smart grid requirements extracted from EES Use Cases ............................... 82

6.3.2 Other requirements ........................................................................................ 82

Annex A (informative) Links with other TCs and gathered materials ..................................... 84

A.1 Distributed energy resources ................................................................................ 84

A.1.1 Identified TCs ................................................................................................ 84

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IEC SRD 62913-2-3:2019 © IEC 2019 – 3 –

A.1.2 Gathered materials ........................................................................................ 84

A.1.3 Description of the five-level hierarchical diagram ........................................... 85

A.2 Smart home/commercial/industrial/DR-customer energy management .................. 87

A.2.1 Identified TCs ................................................................................................ 87

A.2.2 Gathered materials ........................................................................................ 87

A.2.3 Liaisons from other TCs contributing to the smart grid requirements of

the domain .................................................................................................... 96

A.3 Energy storage ..................................................................................................... 97

A.3.1 Identified TCs ................................................................................................ 97

A.3.2 Gathered materials ........................................................................................ 97

A.3.3 Liaisons from other TCs contributing to the smart grid requirements of

the domain .................................................................................................. 100

Annex B (informative) Use Cases ...................................................................................... 101

B.1 Distributed energy resources .............................................................................. 101

B.2 Smart home/commercial/industrial/DR-customer energy management ................ 109

B.2.1 Business Use Cases .................................................................................... 109

B.2.2 System Use Cases ...................................................................................... 175

B.3 Energy storage ................................................................................................... 376

B.3.1 Business Use Cases .................................................................................... 376

Bibliography ........................................................................................................................ 392

Figure 1 – Example of a hierarchical DER system five-level architecture............................... 19

Figure 2 – DER primary stakeholders .................................................................................... 20

Figure 3 – Traffic light concept .............................................................................................. 21

Figure 4 – Business policies, business objectives, business processes, and system

use cases ............................................................................................................................. 22

Figure 5 – Role highlights of the smart home domain ............................................................ 44

Figure 6 – General architecture for the smart home .............................................................. 54

Figure 7 – General architecture for the smart building ........................................................... 55

Figure 8 – EES domains, services and roles ......................................................................... 75

Figure A.1 – Reference architecture diagram for smart metering communications ................. 94

Figure A.2 – EU M/490 – Flexibility Functional Architecture (CEN-CENELEC-ETSI) .............. 94

Figure A.3 – France – COSEI architectures .......................................................................... 95

Figure A.4 – Correspondence table between hardware components and functional

components (system roles) ................................................................................................... 96

Figure B.1 – Level 1 DER systems with autonomous functions at facility and DSO sites ..... 101

Table 1 – Content of IEC SRD 62913-2-3:2019 ....................................................................... 9

Table 3 – Matrix of stakeholders versus their primary business purposes ............................. 22

Table 4 – Types of DER services .......................................................................................... 24

Table 5 – Business roles ....................................................................................................... 30

Table 6 – Business Use Cases ............................................................................................. 31

Table 7 – Identified system Use Cases of the domain ........................................................... 33

Table 8 – System roles of the domain ................................................................................... 38

Table 9 – Business roles of the domain................................................................................. 43

Table 10 – Identified smart home business Use Cases of the domain ................................... 45

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– 4 – IEC SRD 62913-2-3:2019 © IEC 2019

Table 11 – Identified smart building business Use Cases of the domain ................................ 46

Table 12 – Identified system Use Cases of the domain ......................................................... 48

Table 13 – System roles of the domain ................................................................................. 53

Table 14 – Business requirements ........................................................................................ 55

Table 15 – Identified EES services ....................................................................................... 74

Table 16 – Business roles of the domain ............................................................................... 78

Table 17 – Identified business Use Cases of the domain ...................................................... 79

Table 18 – Identified system Use Cases of the domain ......................................................... 81

Table 19 – Requirements extracted from EES Use Cases ..................................................... 82

Table A.1 – Existing User Stories.......................................................................................... 84

Table A.2 – Existing Use Cases ............................................................................................ 85

Table A.3 – IEC documents on smart home/commercial/industrial/ DR-customer energy

management ......................................................................................................................... 87

Table A.4 – Existing User Stories.......................................................................................... 88

Table A.5 – Existing Use Cases ............................................................................................ 89

Table A.6 – Links between TC 57/WG 21 User Stories and SyC SE Use Cases .................... 90

Table A.7 – Existing User Stories.......................................................................................... 93

Table A.8 – International Standards on energy storage ......................................................... 97

Table A.9 – Regional and/or organizational standards on energy storage ............................. 98

Table A.10 – Existing Use Cases on energy storage ............................................................. 99

Table A.11 – Existing Use Cases on energy storage ........................................................... 100

Table B.1 – DER Use Cases ............................................................................................... 102

Table B.2 – Adapt the smart home behaviour to the resident/client’s preferences ............... 109

Table B.3 – Enable the interoperability between the smart home and the smart grid ........... 118

Table B.4 – Provide enriched smart home data to relevant parties in order to make the

resident/client more active .................................................................................................. 126

Table B.5 – Manage the flexibility on electricity demand and generation within a smart

home from market signals ................................................................................................... 134

Table B.6 – Adapt the smart building behaviour to the energy manager/client’s

preferences ........................................................................................................................ 142

Table B.7 – Provide enriched smart building data to relevant parties in order to make

the energy manager/client more active ................................................................................ 151

Table B.8 – Manage the flexibility on electricity demand and generation within a smart

building from market signals ............................................................................................... 160

Table B.9 – Manage the flexibility in electricity demand and generation within a smart

home from emergency signals ............................................................................................ 168

Table B.10 – Manage the flexibility of the smart home on electricity demand and

generation from price incentives ......................................................................................... 175

Table B.11 – Manage the flexibility of the smart home on electricity demand and

generation from DR requests .............................................................................................. 205

Table B.12 – Manage opt-outs of the smart home to automatic responses related to

price incentives or DR requests .......................................................................................... 233

Table B.13 – Customize automatic responses of the smart home (price incentives, DR

requests, or emergency signals) ......................................................................................... 247

Table B.14 – Provide a third party with enriched smart home electricity data ...................... 261

Table B.15 – Provide alarms related to the smart home electricity behaviour to the

client or resident ................................................................................................................. 278

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IEC SRD 62913-2-3:2019 © IEC 2019 – 5 –

Table B.16 – Manage the flexibility in electricity demand and generation within a smart

home from emergency signals ............................................................................................ 287

Table B.17 – Manage the flexibility of the smart building on electricity demand and

generation from price incentives ......................................................................................... 296

Table B.18 – Manage the flexibility of the smart building on electricity demand and

generation from DR requests .............................................................................................. 306

Table B.19 – Manage opt-outs of the smart building to automatic responses related to

price incentives or DR requests .......................................................................................... 316

Table B.20 – Customize automatic responses of the smart building (price incentives,

DR requests, or emergency signals) ................................................................................... 329

Table B.21 – Provide a third party with enriched smart building electricity data ................... 344

Table B.22 – Provide alarms related to the smart building electricity behaviour to the

client or energy manager .................................................................................................... 360

Table B.23 – Optimize the smart building behaviour regarding internal and external

information received ........................................................................................................... 369

Table B.24 – Contribute to the efficient integration of intermittent renewable energies

in the electric power system ................................................................................................ 377

Table B.25 – Help the grid user or the grid operator improve the quality of supply .............. 385

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– 6 – IEC SRD 62913-2-3:2019 © IEC 2019
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
GENERIC SMART GRID REQUIREMENTS –
Part 2-3: Resources connected to the grid domains
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

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patent rights. IEC shall not be held responsible for identifying any or all such patent rights.

IEC SRD 62913-2-3, which is a Systems Reference Deliverable, has been prepared by

IEC systems committee Smart Energy.

The text of this Systems Reference Deliverable is based on the following documents:

Draft SRD Report on voting
SyCSmartEnergy/89/DTS SyCSmartEnergy/98/RVDTS

Full information on the voting for the approval of this Systems Reference Deliverable can be

found in the report on voting indicated in the above table.

This document has been drafted in accordance with the ISO/IEC Directives, Part 2.

A list of all parts in the IEC SRD 62913 series, published under the general title Generic smart

grid requirements, can be found on the IEC website.
---------------------- Page: 8 ----------------------
IEC SRD 62913-2-3:2019 © IEC 2019 – 7 –

The committee has decided that the contents of this document will remain unchanged until the

stability date indicated on the IEC website under "http://webstore.iec.ch" in the data related to

the specific document. At this date, the document will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
A bilingual version of this publication may be issued at a later date.

IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates

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– 8 – IEC SRD 62913-2-3:2019 © IEC 2019
INTRODUCTION

The IEC SRD 62913 series has been broken down into domains so as to provide a neutral

term for document management purposes. Under the general title Generic smart grid

requirements, the IEC SRD 62913 series consists of the following parts:

– Part 1: Specific application of the Use Case methodology for defining generic smart grid

requirements according to the IEC systems approach;

– Part 2 is composed of 5 subparts which refer to the clusters that group several domains:

• Part 2-1: Grid related domains – these include transmission grid management,
distribution grid management, microgrids and smart substation automation;
• Part 2-2: Market related domain;

• Part 2-3: Resources connected to the grid domains – these include bulk generation,

distributed energy resources, smart home/commercial/industrial/DR-customer energy

management, and energy storage;
• Part 2-4: Electric transportation related domain;

IEC SRD 62913 refers to 'clusters' of domains for its different parts so as to provide a neutral

term for document management purposes simply because it is necessary to split in several

documents the broad scope of smart energy.

The purpose of this document is to define the generic smart grid requirements of resources

connected to the grid domains, i.e. distributed energy resources,

smart home/commercial/industrial/DR-customer energy management, energy storage, and

bulk generation domains, based on the methods and tools developed in IEC SRD 62913-1.

The document for each domain is composed as follows.
• Purpose and scope.

• The business analysis: to address domain’s strategic goals and principles regarding its

smart grid environment. It also lists business Use Cases and system Use Cases identified,

their associated business roles and system roles (actors) and the simplified role model

highlighting main interactions between actors.

• Generic smart grid requirements: extracted from Use Cases described in Annex B.

• Annex A lists links between domains, technical committees and gathered materials

(existing standardization documents, user stories, Use Cases and functional architectures).

• Annex B includes a complete description of Use Cases per domain based on IEC 62559-2.

• Bibliography.

This document is based on the inputs from domain experts as well as existing materials in a

smart grid environment.
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IEC SRD 62913-2-3:2019 © IEC 2019 – 9 –
GENERIC SMART GRID REQUIREMENTS –
Part 2-3: Resources connected to the grid domains
1 Scope

This part of IEC SRD 62913 initiates and illustrates the IEC’s systems approach based on

Use Cases and involving the identification of generic smart grid requirements for further

standardization work for resources connected to the electric power systems – i.e. distributed

energy resources, smart home/commercial/industrial/DR-customer energy management,

energy storage, and bulk generation domains – based on the methods and tools developed in

IEC SRD 62913-1.

This document captures possible "common and repeated usage" of a smart grid system,

under the format of "Uses Cases" with a view to feeding further standardization activities. Use

Cases can be described in different ways and can represent competing alternatives. From

there, this document derives the common requirements to be considered by these further

standardization activities in term of interfaces between actors interacting with the given

system.

To this end, Use Case implementations are given for information purposes only. The interface

requirements to be considered for later standardization activities are summarized (typically

information pieces, communication services and specific non-functional re
...

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