IEC/PAS 62559

IntelliGrid methodology for developing requirements for energy systems

This Publicly Available Specification (PAS) defines a methodology for power system domain experts to determine and describe their user requirements for automation systems, based on their utility business needs. This methodology was originally developed as part of the IntelliGrid Architecture developed by the Electrical Power Research Institute (EPRI), as a means to implement the 'IntelliGrid vision' of the automated, self-healing, and efficient power system of the future.

Metodologija IntelliGrid za razvojne zahteve energetskega sistema

General Information

• Status: Not Published
• ICS: 29.020 - Electrical engineering in general
• Technical Committee: TA 8 - Multimedia home systems and applications for end-user network
• Current Stage: PPUB - Publication issued
• Start Date: 29-Jan-2008
• Ref Project: SIST-TP IEC/PAS 62559:2009 - IntelliGrid Methodology for Developing Requirements for Energy Systems

Standards Content (Sample)

SLOVENSKI STANDARD
SIST-TP IEC/PAS 62559:2009
01-junij-2009
Metodologija IntelliGrid za razvojne zahteve energetskega sistema
IntelliGrid Methodology for Developing Requirements for Energy Systems
Ta slovenski standard je istoveten z: IEC/PAS 62559
ICS:
29.020 Elektrotehnika na splošno Electrical engineering in
general
SIST-TP IEC/PAS 62559:2009 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST-TP IEC/PAS 62559:2009

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SIST-TP IEC/PAS 62559:2009
IEC/PAS 62559
Edition 1.0 2008-01
PUBLICLY AVAILABLE
SPECIFICATION
PRE-STANDARD

IntelliGrid Methodology for Developing Requirements for Energy Systems


INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
PRICE CODE
XF
ICS 29.020 ISBN 2-8318-9525-1

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SIST-TP IEC/PAS 62559:2009
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CONTENTS
FOREWORD .9
EPRI DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITIES .11

1. SCOPE AND OBJECTIVES .12
1.1 Scope of the Specification .12
1.2 Overview of the Methodology .12
1.2.1 Concept of System Engineering .12
1.2.2 IntelliGrid System Engineering Methodology.12
1.2.3 Overview of Phased Approach .14
1.2.4 Phase 1: IntelliGrid Methodology for Executives .15
1.2.5 Phase 2: IntelliGrid Methodology for Domain Experts: Modeling User
Requirements with Use Cases.15
1.2.6 Phase 3: IntelliGrid Methodology for Project Engineers: Developing Detailed
User Requirements .17
1.3 Objectives of this Specification .17
1.4 Audience of this Specification .18
2. NORMATIVE REFERENCES.19
3. DEFINITIONS AND ABBREVIATIONS .21
4. GLOSSARY OF TERMS . 21
4.1 Referenced Sources of Glossary Terms. 21
4.2 Terms and Definitions . 22
5. INTRODUCTION TO THE INTELLIGRID ARCHITECTURE . 23
5.1 History and Rationale. 23
5.2 Basic Concepts . 24
5.3 The Pyramid. 25
5.4 Business Needs and Functional Requirements. 26
5.5 Development Phases. 27
5.6 Development Streams. 29
5.7 Scope Addressed in this Specification. 30
6. PHASE 1: EXECUTIVES DETERMINE BUSINESS NEEDS AND PLAN PROJECTS . 32
6.1.1 Determine Business and Regulatory Drivers. 32
6.1.2 Choose Projects. 32
6.1.3 Identify Candidate Technologies. 32
6.1.4 Define a High-Level Business Case . 32

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6.1.5 Refine Process for Your Organization .32
6.1.6 Identify Stakeholders .32
6.1.7 Establish a Project Team .33
6.1.8 Select Teams .33
7. PHASE 2: STAKEHOLDERS DEFINE USER REQUIREMENTS WITH USE CASES.35
7.1 Use Case Methodology.36
7.1.1 Use Case Introduction . 37
7.1.2 Use Case Selection.37
7.2 Use Case Workshops to Develop Requirements .37
7.2.1 Use Case Workshop Goals.37
7.2.2 Use Case Workshop Membership .38
7.2.3 Use Case Workshop Planning.38
7.2.4 Use Case Workshop Agendas.38
7.2.5 Developing Requirements and Business Value.39
7.2.6 Writing Good Requirements.40
7.3 Use Case Analysis.42
7.3.1 Global Actor List.42
7.3.2 Activity Diagrams .42
7.3.3 Interface Diagrams.44
7.3.4 Message Sequence Diagrams.44
7.3.5 Use Case Interaction Diagrams.45
7.3.6 Refining Requirements .45
7.3.7 Identify Security Risks.45
7.3.8 Distill Requirements .46
7.3.9 Evaluate Requirements vs. Business Case.46
7.3.10 Publish Requirements.46
8. PHASES 3-5: TECHNOLOGY SELECTION AND DEPLOYMENT .47
8.1 Design an Architecture.48
8.1.1 Resolve List of Actors .48
8.1.2 Identify Messages Exchanged.49
8.1.3 Define Interfaces.49
8.1.4 Define Security Domains .49
8.1.5 Define Security and Network Management Policies.49
8.1.6 Break Down Actors into Components.50
8.1.7 Assess Candidate Technologies.50
8.1.8 Map Candidate Technologies to Interfaces .50
8.1.9 Define Integration Interfaces.51
8.1.10 Test Architecture against Use Cases.51

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8.2 Select Technologies.51
8.2.1 Build Technology Capability Scales.51
8.2.2 Request Proposals.51
8.2.3 Evaluate Requirements and Proposals.53
8.2.4 Perform Gap Analysis . 53
8.2.5 Trade-Off Requirements .53
8.2.6 Identify Missing Standards and Technologies .53
8.2.7 Create Technology Roadmap.53
8.2.8 Submit Proposals to Standards Bodies and Industry Groups .54
8.2.9 Complete Final Business Case.54
A. ANNEX A: HOW TO DEVELOP USE CASES .55
A.1 What is a Use Case? .55
A.2 Purpose of the IntelliGrid PAS Use Case Template .55
A.3 IntelliGrid PAS Use Case Template: Setting the Stage.55
A.3.1 Domain Expert(s) Responsible for Use Case .55
A.3.2 Name of Function.56
A.3.3 Scope and Objectives of Function .56
A.3.4 Narrative of Function.56
A.3.5 Actors: People, Systems, Applications, Databases, the Power System, and
Other Stakeholders .56
A.3.6 Legal Issues: Contracts, Regulations, Safety Rules, and Other Constraints .56
A.3.7 Preconditions and Assumptions.56
A.4 IntelliGrid PAS Use Case Template: A Picture is Worth a Thousand Words .56
A.5 IntelliGrid PAS Use Case Template: Step-by-Step Interactions within Function.57
A.5.1 Steps Describe the Detailed Interactions.57
A.5.2 Contents of Steps.57
A.6 IntelliGrid PAS Use Case Template: Characteristics of Steps.58
A.6.1 Characteristics of Steps Capture Constraints and Details of User Requirements .58
A.6.2 Configuration Issues .58
A.6.3 IntelliGrid Quality of Service (QoS) Issues .62
A.6.4 IntelliGrid Security Issues .64
A.6.5 IntelliGrid Data Management Issues.67
A.6.6 IntelliGrid Constraints and Other Issues .71
B. ANNEX B: USE CASE TEMPLATE.72
B.1 Description of the User Requirements of a Function.72
B.1.1 General .72
B.1.2 Domain Expert(s) .72
B.1.3 Name of Function.72

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B.1.4 Scope and Objectives of Function .72
B.1.5 Narrative of Function.73
B.1.6 Actors: People, Systems, Applications, Databases, the Power System, and
Other Stakeholders .73
B.1.7 Legal Issues: Contracts, Regulations, Policies, and Constraints .73
B.1.8 Preconditions and Assumptions.73
B.2 Drawing or Diagram of Function .75
B.3 Step by Step Analysis of Function .76
B.3.1 Steps – Normal Sequence .76
B.3.2 Steps – Alternative, Error Management, and/or Maintenance/Backup
Sequences .77
C. ANNEX C: EXAMPLE OF TRANSMISSION SYNCHRO-PHASOR USE CASE .79
C.1 Description of the User Requirements of a Function.79
C.1.1 General .79
C.1.2 Domain Expert(s) .79
C.1.3 Name of Function.79
C.1.4 Scope and Objectives of Function .79
C.1.5 Narrative of Function.79
C.1.6 Actors: People, Systems, Applications, Databases, the Power System, and
Other Stakeholders .82
C.1.7 Legal Issues: Contracts, Regulations, Policies, and Constraints .83
C.2 Drawing or Diagram of Function .84
Step by Step Analysis of Function .85
C.2.1 Preconditions and Assumptions.85
C.2.2 Steps – Normal Sequence .86
C.2.3 Steps – Alternative, Error Management, and/or Maintenance/Backup
Sequences .89
EXAMPLE OF DISTRIBUTION AUTOMATION USE CASE .91
C.3 Description of the User Requirements of a Function.91
C.3.1 General .91
C.3.2 Domain Expert(s) .91
C.3.3 Name of Function.91
C.3.4 Scope and Objectives of Function .91
C.3.5 Narrative of Function.92
C.3.6 Actors: People, Systems, Applications, Databases, the Power System, and
Other Stakeholders .97
C.3.7 Legal Issues: Contracts, Regulations, Policies, and Constraints .100
C.3.8 Preconditions and Assumptions.101
C.4 Drawing or Diagram of Function .104

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C.5 Step by Step Analysis of Function .104
C.5.1 Steps – Normal Sequence .104
C.5.2 Steps – Alternative, Error Management, and/or Maintenance/Backup
Sequences . 112
D. EXAMPLE OF CONSUMER USE CASE . 114
D.1 Description of the User Requirements of a Function. 114
D.1.1 General . 114
D.1.2 Domain Expert(s) . 114
D.1.3 Name of Function. 114
D.1.4 Scope and Objectives of Function . 114
D.1.5 Narrative of Function. 115
D.1.6 Actors: People, Systems, Applications, Databases, the Power System, and
Other Stakeholders . 116
D.1.7 Legal Issues: Contracts, Regulations, Policies, and Constraints . 118
D.1.8 Preconditions and Assumptions. 118
D.2 Step by Step Analysis of Function . 120
D.2.1 Steps – Normal Sequence . 120
D.2.2 Steps – Alternative, Error Management, and/or Maintenance/Backup
Sequences . 125

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Figures
Figure 1: IntelliGrid Methodology for Project Definition .13
Figure 2: IntelliGrid Applications . 24
Figure 3: The IntelliGrid Architecture Pyramid. 26
Figure 4: Phases of the IntelliGrid Development Process . 28
Figure 5: Streams of the IntelliGrid Development Process. 29
Figure 6: Potential Stakeholders and Requirements Team Structure . 33
Figure 7: The Use Case Workshop Requirements Development Process. 36
Figure 8: Example of an Activity Diagram. 43
Figure 9: Interface Diagram Example . 44
Figure 10: Message Sequence Diagram Example .45
Figure 11: Requirements and Systems Architecture Process . 47
Figure 12: Technology Selection, Business Case, and Deployment Process. 48
Figure 13: Overview of the Technology Selection Process . 51
Figure 14: Example of a Technology Capability Measurement Scale . 52
Figure 15: Illustrative Diagram of a Function Described in a Use Case . 57

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Tables
Table 1: Checklist of IntelliGrid Configuration Issues .59
Table 2: Checklist of IntelliGrid Quality of Service Issues .63
Table 3: Checklist of IntelliGrid Security Issues.65
Table 4: Checklist of IntelliGrid Data Management Issues.67

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INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
IntelliGrid Methodology for Developing Requirements for Energy Systems
FOREWORD
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IEC-PAS 62559 has been processed by technical committee 8: Systems aspects for electrical energy
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