IEC TS 62950:2017

Household and similar electrical appliances - Specifying smart capabilities of appliances and devices - General aspects

IEC TS 62950:2017(E) sets out a reference framework for defining and testing smart capabilities and smart operating modes of appliances, small scale energy supplies (SSESs) and other devices (ODs) (collectively termed 'smart devices' if they have the defined capabilities). This document does not set minimum requirements for appliances, SSESs or ODs.
This document focuses on electricity consumption but the principles and general architecture can be applied to other types of energy and other services. This document focuses on appliances, SSESs and ODs, but the principles and general architecture can also be applied to other products that are capable of being equipped with a device (energy) manager (DEM).
This document:
1) defines terms that describe the smart capabilities and smart operating modes of appliances, SSESs and ODs;
2) describes the way in which such products respond to certain standard instructions and conditions that are likely to arise in the operation of smart grids;
3) describes various approaches to measuring how the products respond in particular smart operating modes.

General Information

• Status: Published
• Publication Date: 25-Oct-2017
• ICS: 97.030 - Domestic electrical appliances in general
• Technical Committee: TC 59 - Performance of household and similar electrical appliances
• Drafting Committee: WG 15 - TC 59/WG 15
• Current Stage: PPUB - Publication issued
• Start Date: 26-Oct-2017
• Completion Date: 16-Nov-2017

Overview

IEC TS 62950:2017 provides a reference framework for specifying and testing smart capabilities and smart operating modes of household and similar electrical appliances, small scale energy supplies (SSESs) and other devices (collectively referred to as smart devices). The Technical Specification focuses on electricity consumption (though principles and architecture can be applied to other energy types) and does not set minimum performance requirements. Instead it defines terminology, logical architecture and measurement approaches to describe how devices respond to standard instructions and smart‑grid conditions.

Key topics

• Terminology and definitions for smart capabilities, smart operating modes, CEM (customer energy manager) and DEM (device energy manager).
• Reference framework and logical architecture showing CEM/DEM/device configurations and interactions (figures and tables in the TS).
• Classification of smart operating modes, including modes such as: constrain/reduce load, start/increase load, defer cycle, start/increase supply, and no supply - plus mechanisms for overrides and status indicators.
• Response rules and measurement approaches that describe how devices should react to standard instructions and how to measure those responses (timing, duration, fixed vs. floating reference values, exclusions).
• Testing principles and setups to determine compliance with smart‑performance claims and to evaluate the impact of smart operation on normal device performance.
• Information requirements for manufacturers: technical information for standards, user documentation and installer guidance related to smart functions, safety and protections.
• Safety, protections and user interaction considerations when devices operate under smart commands (to avoid energy waste or unsafe states).

Applications and who uses this standard

IEC TS 62950:2017 is practical for stakeholders involved in the design, testing and deployment of smart energy products:

• Appliance and device manufacturers - to define and document smart features and provide consistent claims about smart behavior.
• Test laboratories and certification bodies - to develop test procedures that measure smart operating modes and verify response characteristics.
• Utilities and aggregators - to specify how consumer devices respond to demand response and grid signals.
• Smart home/energy system integrators and CEM/DEM developers - to ensure interoperability and predictable responses in smart grid scenarios.
• Regulators and standards committees (IEC TC59) - to harmonize terminology and architecture across appliance performance and smart‑grid standards.

Related standards

IEC TS 62950:2017 complements appliance performance standards and broader smart‑grid standards developed within IEC (notably work by IEC TC59). It should be used alongside device‑specific performance standards and national requirements when specifying smart capabilities and testing procedures.

Standards Content (Sample)

IEC TS 62950 ®
Edition 1.0 2017-10
TECHNICAL
SPECIFICATION
Household and similar electrical appliances – Specifying smart capabilities, of
appliances and devices – General aspects
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IEC TS 62950 ®
Edition 1.0 2017-10
TECHNICAL
SPECIFICATION
Household and similar electrical appliances – Specifying smart capabilities, of

appliances and devices – General aspects

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 97.030 ISBN 978-2-8322-4933-8

– 2 – IEC TS 62950:2017 © IEC 2017
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 8
2 Normative references . 9
3 Terms, definitions and abbreviated terms . 9
3.1 Terms and definitions . 9
3.2 Abbreviated terms . 15
4 Reference framework . 15
4.1 Logical architecture . 15
4.2 Capabilities of the CEM and the DEM . 17
5 Smart operating modes . 18
5.1 Classification of smart operating modes . 18
5.2 Smart operating modes for specific devices . 19
5.2.1 General . 19
5.2.2 Safety . 20
5.2.3 Always available functions . 20
5.2.4 Initiation and termination of smart operation . 20
5.2.5 Interaction with the CEM . 21
5.2.6 Smart devices in user operation . 21
5.3 Operation in "constrain or reduce load" mode . 21
5.3.1 General . 21
5.3.2 Fixed reference value . 22
5.3.3 Floating reference value . 22
5.3.4 Exclusion of specified functions . 22
5.3.5 Multiple criteria . 22
5.3.6 Preset constraint levels . 22
5.3.7 Variable constraint levels . 22
5.3.8 Expressing constraints in power or energy terms . 23
5.4 Operation in "start or increase load" mode . 23
5.4.1 General . 23
5.4.2 Suitable devices . 23
5.4.3 Protections and safety measures . 24
5.4.4 Devices already under load . 24
5.4.5 Risk of energy waste . 24
5.5 Operation in "defer cycle" mode . 24
5.5.1 Smart deferment and user deferment . 24
5.5.2 Information required for this mode . 25
5.6 Operation in "start or increase supply" mode . 25
5.6.1 General . 25
5.6.2 Suitable products and devices . 25
5.6.3 Protections and safety measures . 25
5.6.4 SSESs already supplying energy . 26
5.7 Operation in "no supply" mode . 26
5.8 Overrides . 26
5.9 Device information transmission . 27
5.10 Status Indicators . 27

6 Testing smart operating modes . 27
6.1 General principles . 27
6.2 Setup for tests . 28
6.3 Determining compliance with standards for smart performance . 29
6.4 Determining the impact of smart operation on device performance . 29
7 Information to be provided by manufacturers . 30
7.1 General . 30
7.2 Information that could to be provided . 30
7.2.1 Technical information in device-performance standards . 30
7.2.2 Information for device users . 31
7.2.3 Information for appliance installers . 31
Annex A (informative) Device performance standards for typical devices . 32
Annex B (informative) Example of response rules for smart operating modes . 33
Bibliography . 35

Figure 1 – Logical Architecture . 16
Figure 2 – Possible CEM, DEM and device configurations . 16

Table 1 – Capabilities of customer (energy) manager and device (energy) manager . 18
Table 2 – Smart operating modes . 19
Table A.1 – Devices within scope of IEC TC59 and its sub-committees . 32
Table B.1 –Combinations of smart operating modes, timing and duration . 33

– 4 – IEC TS 62950:2017 © IEC 2017
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
HOUSEHOLD AND SIMILAR ELECTRICAL APPLIANCES – SPECIFYING
SMART CAPABILITIES, OF APPLIANCES AND DEVICES–
GENERAL ASPECTS
FOREWORD
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The main task of IEC technical committees is to prepare International Standards. In exceptional
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• the required support cannot be obtained for the publication of an International Standard,
despite repeated efforts, or
• the subject is still under technical development or where, for any other reason, there is the
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Technical specifications are subject to review within three years of publication to decide whether
they can be transformed into International Standards.
IEC TS 62950, which is a technical specification, has been prepared by Working Group 15:
Connection of household appliances to smart grids and appliances interaction, of IEC technical
committee 59: Performance of household and similar electrical appliances.

The text of this technical specification is based on the following documents:
Enquiry draft Report on voting
59/666/DTS 59/673/RVDTS
Full information on the voting for the approval of this technical specification 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.
The committee has decided that the contents of this document will remain unchanged until the
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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.

– 6 – IEC TS 62950:2017 © IEC 2017
INTRODUCTION
Technologies related to "smart grids" have been emerging for some time, for a range of reasons,
including the need to reduce greenhouse gas emissions, utilise renewable energy resources
and increase the overall resilience and efficiency of the electricity supply system as a whole. The
electricity usage of the residential sector, especially household appliances, is a significant
contributor to total energy consumption and peak demand. At the same time, consumers expect
that innovations in the field of information technology will enhance user experiences in the
context of "smart" home systems and "smart" appliances.
IEC TC 59 has considered the needs of the appliance market from a technology point of view and
has identified products that will benefit from the potential for state-of-the-art technologies to add
smart capabilities to household appliances, different architectures that may give rise to smart
capabilities at a system-wide level, and the available protocols to control smart capabilities in
household appliances and other devices.
This Technical Specification is intended to develop:
• a common architecture to apply to different use cases and to a wide range of appliance and
product types, both inside and outside the scope of IEC TC59 (in this document where the
term 'device' is used, it covers both appliances and products outside the scope of TC59); and
• the principles of defining and measuring smart operating modes and performance within the
context of the common architecture.
The use cases considered in this document relate to the consumption (and possible discharge to
the grid) of electrical energy, but future revisions of this document may not be limited to these
aspects.
Appliances that are capable of exchanging information with each other, with the electricity grid
and with other agents, and capable of altering their behaviour because of those interactions, are
sometimes called "smart appliances". While it is not the task of this Technical Specification to
define what constitutes a "smart appliance" in all circumstances, it is however possible to
describe and test specific capabilities and modes of operation. Therefore, in this document, the
term "smart" is used in conjunction with other terms (as in "smart appliance") in a limited sense,
to describe an appliance or other product with the specific capabilities described.
A major driver for building-in such capabilities is to increase the overall resilience and economic
efficiency of the electricity supply system as a whole, and its ability to accommodate more
variable and distributed sources of generation (especially renewables).
There are several possible approaches to describing smart capabilities and smart operation:
1) in relation to an absolute indicator (e.g. if an appliance can pass a series of tests it may be
described as "smart") – this is analogous to meeting a minimum energy performance
standard;
2) on a comparative scale (e.g. one appliance may be "smarter" than another) – this is more
difficult to demonstrate because it may require essentially subjective judgements of the
relative importance of different criteria and different smart operating modes;
3) in terms of the trade-offs between smart capabilities and other performance criteria (e.g. an
increase in energy consumption or reduction in wash performance that may occur as a
result of smart operation).
___________
1 It is expected that consumers will receive a share of the economic benefits created by smart appliances, but it is
not the role of standards to anticipate or limit the business arrangements that might transfer such benefit to the
consumer (e.g. tariff structures or cash incentive payments).

These approaches are beyond the scope of this document.
The goal of this document is to support the development of a global market for appliances with
smart capabilities by:
• defining the terms associated with smart capabilities and smart operation so that appliances
and devices might be described in their specific performance standards as having 'smart
capabilities in accordance with IEC standard NNNNN';
• clarifying the points where information is exchanged between smart appliances and devices
and the electricity grid;
• defining the smart operating modes of appliances and devices in response to specific
conditions;
• describing the general conditions for testing the smart operating modes of appliances and
devices; and
• supporting sub-committees within TC59, and other technical committees and
standardisation bodies, to include in their product specific performance standards
descriptions of relevant smart capabilities and procedures for testing them and for
measuring how other aspects of appliance performance might be affected by smart
operation.
This document is also intended to assist manufacturers of home energy management systems,
customer energy managers and similar products, and energy utilities and other remote agents
wishing to encourage user response to variable energy prices or supply situations or wishing to
offer direct load control services.
Some products may be capable of responses that are rapid enough to offer frequency and
voltage management services to the grid. This is not the main scope of the smart operating
modes described in this document, but manufacturers are free to offer such capabilities.
As smart operation usually depends on the integration of the appliance into a larger system,
issues of inter-connection and inter-operability are likely to arise. Therefore, the overall
'architecture' of the system (as defined in this document and by other standards) will need to be
considered. Any departures from standard architecture should be avoided.
Since the products covered by this document are likely to be widely traded, the inclusion of
smart capabilities and operating modes in specific appliance and device performance standards
should be flexible with regard to the presence of other equipment (e.g. "smart metering") or
specific communication pathways and protocols, as these may not be present at all locations
where the product will ultimately be purchased and installed.
It is recognised that the definition and standardisation of smart capabilities is at an early stage
of development, and other approaches will emerge. Standardisation bodies and technical
committees are urged to document the reasons for adopting alternative or modified approaches,
so that they may be taken into account in future revisions of this document.

– 8 – IEC TS 62950:2017 © IEC 2017
HOUSEHOLD AND SIMILAR ELECTRICAL APPLIANCES – SPECIFYING
SMART CAPABILITIES, OF APPLIANCES AND DEVICES –
GENERAL ASPECTS
1 Scope
This Technical Specification (TS) sets out a reference framework for defining and testing smart
capabilities and smart operating modes of appliances, small scale energy supplies (SSESs)
and other devices (ODs) (collectively termed 'smart devices' if they have the defined
capabilities). This document does not set minimum requirements for appliances, SSESs or
ODs.
This document focuses on electricity consumption but the principles and general architecture
can be applied to other types of energy and other services. This document focuses on
appliances, SSESs and ODs, but the principles and general architecture can also be applied to
other products that are capable of being equipped with a device (energy) manager (DEM).
This document:
1) defines terms that describe the smart capabilities and smart operating modes of appliances,
SSESs and ODs;
2) describes the way in which such products respond to certain standard instructions and
conditions that are likely to arise in the operation of smart grids;
3) describes various approaches to measuring how the products respond in particular smart
operating modes.
Although many examples are given in relation to particular product types, this document is not
intended to fully describe these matters for any particular product type. This document is
intended for use by IEC and other standardisation bodies who wish to address smart
capabilities and smart operating modes in the performance standards for the products for which
they are responsible.
The smart device architecture and configurations described in this document, as illustrated in
Figure 1 and Figure 2, are intended to guide but not necessarily limit the architecture for each
specific product.
This document is relevant to testing interactions between the customer energy manager (CEM)
and the device energy manager (DEM) in configurations 1 and 2, insofar as they are relevant to
determining the smart operation of a device. It does not cover the interactions between the DEM
and a separate DEM-ready device (in configurations 2 and 3). For the time being, these
interactions may be the subject of separate standards.
This document does not cover configuration 4, in which the CEM-DEM interaction cannot be
externally manipulated or observed in testing. In configuration 4, only the response of the
product as a whole to grid information or remote agent instructions can be tested. This is beyond
the scope of this document for the time being.
NOTE: Communications methods and protocols are not within the scope of this document, but their consideration
can be useful when applying this document in the development of specific product performance standards. The
methods of communication are expected to be either left open, or limited to one or more existing methods and
protocols, and be capable of supporting the configurations in Figure 1 and Figure 2, and the capabilities and smart
operating modes in Table 1 and Table 2.

2 Normative references
There are no normative references in this document.
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following
addresses:
• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1.1
activation
completion of connections, communications pathways and/or settings necessary to enable
smart operation
3.1.2
appliance
electrical apparatus intended for household or similar use
EXAMPLE Refrigerators, dishwashers, clothes washers, clothes dryers, air conditioners, water heaters, circulation
pumps, etc.
Note 1 to entry: An appliance can only act as a load.
3.1.3
automatic override
termination or prevention of a period of smart operation, that is not initiated by the user or by a
remote agent
3.1.4
constrain or reduce load
operation in which a smart device constrains or reduces its load while still performing its primary
function
EXAMPLE 1 An air conditioner that continues to cool while limiting its electrical power to half its rated capacity.
EXAMPLE 2 A fridge freezer that defers defrost and ice-making, while continuing to maintain storage temperature
within safe limits.
Note 1 to entry: The constraint or reduction can be achieved by limiting operating power, avoiding or delaying
energy-intensive functions that are ancillary to the main function or by other means.
3.1.5
customer energy manager
CEM
component or set of functions with the capability to:
1) receive and process grid information, device information and user instructions, and
2) manage one or more smart devices.
Note 1 to entry: A CEM can be integrated with a smart device, or can be physically separate.
Note 2 to entry: A CEM manages the energy-using behaviour of a smart device. There can be other managers for
other aspects of device behaviour.
Note 3 to entry: While the CEM requirements are outside the scope of this document, IEC 62746-2 provides
examples.
– 10 – IEC TS 62950:2017 © IEC 2017
3.1.6
defer cycle
operation in which a smart device brings forward or delays a cycle or function compared with
the timing that would have occurred under user operation
Note 1 to entry: Defer cycle operation is considered "smart" if it occurs as a result of information transmitted via a
CEM or DEM or if it involves trigger criteria programmed into a CEM or DEM. A deferment where the user programs
an unconditional delayed start using the controls is not a smart defer cycle mode within the meaning of this
document.
3.1.7
device
appliance, small scale energy supply (SSES) or other device (OD)
Note 1 to entry: A device can consist of more than one physical element.
3.1.8
DEM-ready device
device that is capable of being equipped with a DEM
3.1.9
device energy manager
DEM
component or set of functions with the capability to:
1) receive and process information from a CEM;
2) manage one appliance, SSES or other device.
Note 1 to entry: A DEM can be integrated with a CEM and/or a device or be physically separate.
Note 2 to entry: A DEM manages the energy-using behaviour of a device. There can be other managers for other
aspects of device behaviour.
3.1.10
device information
information received by a CEM directly from or relating to a device
Note 1 to entry: Such information can include (but is not restricted to) the following categories:
– status (e.g. whether an appliance or OD is on or off; whether an appliance is heating, spinning etc.; whether an
SSES is fully charged or generating electricity);
– electricity load (kW) or energy used over a specified period (e.g. kWh per 30 min);
– expected end time of current operating cycle or expected/programmed start/end time of the next cycle;
– expected power profile of the programme selected by the user.
3.1.11
device information transmission
operation in which a smart device communicates device information from the DEM to the CEM
Note 1 to entry: This mode can be a permanent operating mode, and can coexist with other smart operating modes.
3.1.12
device performance standard
standard that covers the performance of a device under user operation and/or under smart
operation
Note 1 to entry: A device performance standard that covers smart operation can set rules for defining and testing
smart operating modes for that device, and can include methods for comparing the performance of the device in smart
operation with performance in user operation.
3.1.13
direct load control operation
operation in which a remote agent is able to initiate smart operation
Note 1 to entry: It is expected that the user would enter into a prior contract with a remote agent, and agree
conditions and limitations on direct load control.

3.1.14
emergency off
operation in which the smart device enters off/standby mode, and which cannot be over-ridden
by the user
Note 1 to entry: While in emergency off mode, the smart device should remain capable of receiving and acting on
instructions from the CEM to resume user operation.
Note 2 to entry: Emergency off mode is intended for situations of major difficulty with the grid or with local electricity
supply to the premises.
3.1.15
energy management gateway
EMG
access point for sending and receiving information and commands between a remote agent or
other entity and a CEM
3.1.16
grid information
information received by a CEM directly from or relating to the electricity grid
Note 1 to entry: Such information can include (but is not restricted to) the following categories:
– current and future energy prices;
– current and future network constraints;
– emissions-intensity of electricity supply;
– level of renewable energy generation;
– requests or instructions for load modification;
– directly sensed information (e.g. frequency and voltage).
3.1.17
modular smart device
combination of a DEM-ready device and a DEM in which the DEM may be physically removed
3.1.18
no supply
operation in which a smart SSES does not supply energy to the grid even though user settings
call for such operation.
Note 1 to entry: No supply operation can be required during periods of electricity network congestion or for the safety
of those working on the network.
3.1.19
off/standby
operation in which the smart device minimises its electricity load, while still remaining capable of
receiving instructions from the CEM, the user or a remote agent
Note 1 to entry: While in off/standby mode, the smart device does not perform its primary function (e.g. heating,
cooling, washing, pumping) but its control circuits may remain energised.
Note 2 to entry: This mode may also be called networked standby.
3.1.20
one-way communications
arrangement where data and instructions can flow in one direction only
EXAMPLE From the remote agent to the CEM, and from the CEM to the smart device.

– 12 – IEC TS 62950:2017 © IEC 2017
3.1.21
other device
OD
product intended for household or similar use that is not an appliance or an SSES
EXAMPLE Other devices can be non-energy (e.g. valves to control the flow of water) or can use forms of energy
other than electricity (e.g. natural gas and LPG-using products, with or without electrical connections).
3.1.22
performance
performance of a device under user operation and/or under smart operation, as defined in the
applicable device performance standard
Note 1 to entry: Performance is defined in different metrics for different product types. Metrics can include:
– energy consumption over a given time period or operating cycle;
– temperatures maintained within storage compartments;
– cleanliness and dryness of wash loads at end of a cycle;
– noise levels.
3.1.23
power profile
expected variation in power or energy consumption over the duration of an operating cycle
EXAMPLE Power profile can be expressed as energy used during each operation (e.g. kWh during water heating
phase, kWh during main wash, kWh during rinse), as peak power achieved during each operation, etc.
3.1.24
product
manufactured item that is usually packaged and offered for sale as a single unit
3.1.25
reference value
value used as the starting point for calculating whether a smart device performs as claimed in
constrain or reduce load response
EXAMPLE Electrical load at full rated output, average power recorded in the 5-min period immediately preceding the
receipt of an instruction or the achievement of trigger criteria.
3.1.26
remote agent
entity other than the user that is capable of communicating with a CEM or a smart device
3.1.27
remote agent instructions
commands, instructions and preferences transmitted by a remote agent to a CEM, with the aim
of modifying the operation of one or more smart devices
Note 1 to entry: Remote agent instructions may aim to modify operation by altering control settings (e.g. switching
an appliance to half load) by programming trigger criteria (e.g. "stop operating when energy price exceeds this
threshold") or other means.
Note 2 to entry: Remote agent instructions would normally be issued and received in the context of a direct load
control contract between the remote agent and the user.
Note 3 to entry: The method of transmission of the instructions is outside the scope of this document.

3.1.28
SSES
small scale energy supply
product intended for household or similar use that is capable of discharging energy to the grid
EXAMPLE Rooftop photovoltaic systems, residential combined heat and power systems, stationary storage
batteries and electric vehicle charge/discharge controllers.
Note 1 to entry: SSESs include storage devices that are also able to act as a load.
3.1.29
smart appliance
appliance that:
1) incorporates or has been equipped with a DEM; and
2) is capable of smart operation.
Note 1 to entry: This definition is required for consistency with the logical architecture illustrated in Figure 1 and
Figure 2. It is consistent with the definition of a "smart appliance" in IEC/ISO 15067-3:2012. The relevant definition is:
"Smart Appliance: home appliance that exchanges command and control data with other units on a home area
network". The presence of a DEM is taken to signify the presence of such a capability.
Note 2 to entry: This document uses the term "smart appliance" in a limited sense, to describe an appliance with the
specific smart capabilities and modes of operation described in this document. It does not define the number or level
of smart capabilities required for an appliance to be considered "smart" in a general sense.
3.1.30
smart device
smart appliance, smart small-scale energy supply (SSES) or smart other device (OD)
3.1.31
smart operation
operation in a smart operating mode
SEE Table 2
Note 1 to entry: Smart operation may be initiated by a CEM, a DEM or an authorised remote agent.
Note 2 to entry: User operation, whether direct or remote, is not smart operation.
Note 3 to entry: The trigger criteria for smart operation may be set by the user, the CEM the DEM or an authorised
Remote Agent.
3.1.32
smart other device
another device (not an appliance or an SSES) that:
1) incorporates or has been equipped with a DEM; and
2) is capable of smart operation.
Note 1 to entry: This document uses the term "smart other device" in a limited sense, to describe another device with
the specific smart capabilities and modes of operation described in this document. It does not define the number or
level of smart capabilities required for another device to be considered 'smart' in a general sense.
3.1.33
smart performance
performance of a device under smart operation, as defined in the applicable device performance
standard
Note 1 to entry: For a given product type, the same metrics should be measurable under both user performance and
smart performance, so that the impact of smart performance can be determined.

– 14 – IEC TS 62950:2017 © IEC 2017
3.1.34
smart small-scale energy system
small scale energy system that:
1) incorporates or has been equipped with a DEM; and
2) is capable of smart operation
Note 1 to entry: This document uses the term "smart SSES" in a limited sense, to describe an SSES with the specific
smart capabilities and modes of operation described in this document. It does not define the number or level of smart
capabilities required for an SSES to be considered "smart" in a general sense.
3.1.35
start or increase load
operation in which a smart device commences operation, or increases its load if already
operating, even though user settings do not call for such operation
3.1.36
start or increase supply
operation in which a smart SSES commences or increases the supply of energy to the grid, even
though direct user settings, thermostats or timers do not call for such operation
3.1.37
target value
power or energy consumption that a smart device shall not exceed during constrain or reduce
load operation.
EXAMPLE 50 % of electrical load at full output, or 0,5 kWh per 30 min, or an absolute limit of 1,0 kW.
3.1.38
trigger criteria
set of conditions which, when satisfied, causes a device to change its mode of operation
EXAMPLE Trigger criteria may include energy price levels, internal temperatures, presence or absence of occupants
etc.
3.1.39
two-way communications
arrangement where data and instructions can flow in both directions
3.1.40
user instructions
commands, instructions and preferences given by a user to a device, to a DEM or to a CEM
EXAMPLE User instructions may be given via control settings (e.g. by pressing "start"), via time programming (e.g.
"start operating at 20:00") or via programming trigger criteria (e.g. "start operating when energy price falls below this
threshold").
3.1.41
user operation
operation under user instructions, as distinct from smart operation
Note 1 to entry: A smart device should default to user operation if the DEM is inactive or removed.
3.1.42
user over-ride
termination or prevention of a period of smart operation, that is initiated by the user
3.1.43
smart grid connection point
SGCP
physical and logical interface between the electricity network and the electricity market and the
user, with regard to electricity generation, demand and storage

3.2 Abbreviated terms
CEM customer energy manager
DEM device energy manager
EMG energy management gateway
EV electric vehicle
OD other device
SGCP smart grid connection point
SM smart meter
SSES small scale energy supply
SC sub-committee
TC technical committee
TS technical specification
4 Reference framework
4.1 Logical architecture
This subclause describes the smart device logical architecture.
The logical architecture is depicted in The logical architecture is depicted in Figure 1 as logical
building blocks. The smart grid connection point (SGCP) represents the interface between the
grid and the premises where smart devices are installed.
The energy management gateway (EMG) is an optional component, with the function of translating instructions or
commands, but not otherwise processing or interpreting them. Processing occurs in the customer energy manager
(CEM), which interacts with one or more smart devices.
A smart device consists of an appliance, small-scale energy system or other device that is
equipped with a device energy manager (DEM). The DEM may be integral to the device (i.e.
cannot be separated from it) or modular (connected to the device, hence making it a modular
smart device).
Figure 2 illustrates the four possible physical configurations of smart devices that fit within the
logical architecture.
– 16 – IEC TS 62950:2017 © IEC 2017
Smart Appliance
Device
Appliance
Energy
Manager
Smart SSES
Energy
Customer
Device Small-scale
management
Energy
Energy Energy
gateway
Manager
Manager System
Smart Other Device
Smart Grid
Connection Point
Device Other
Energy Device
Manager
IEC
NOTE Logical architecture is adapted from IEC 62746-2.
Figure 1 – Logical Architecture

IEC
Key
A: interaction relevant to this document
B: interaction to be covered by separate standards
Figure 2 – Possible CEM, DEM and device configurations

This technical specification is relevant to testing interactions between the CEM and the DEM in
configurations 1 and 2, insofar as they are relevant to determining the smart operation of a
device. It does not cover the interactions between the DEM and a separate DEM-ready device
(in configurations 2 and 3). For the time being, these interactions may be the subject of separate
standards, including national standards . Authors of such standards are urged to refer to
IEC TR 62746-2.
CEMs and DEMs may be distinct physical devices, functions residing in elements of the smart
grid (e.g. smart meters), or functions residing in other devices or products. They may be
combined into one product (e.g. configuration 4 in Figure 2).
This document does not cover configuration 4, in which the CEM-DEM interaction cannot be
externally manipulated or observed in testing. In configuration 4, only the response of the
product as a whole to grid information or remote agent instruct
...