randy rhodes and janet dietz december 6, 2006 cim implementation at pacificorp

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Randy Rhodes and Janet Dietz December 6, 2006 CIM Implementation at PacifiCorp

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Randy Rhodes and Janet Dietz

December 6, 2006

CIM Implementation at PacifiCorp

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Agenda

– Company Background– CIM “Scorecard”– Two Case Studies – Other Examples– Lessons Learned

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Key Facts about PacifiCorp

– Headquarters in Portland, Oregon– 1.6 million customers in six states– 15,580 miles of transmission line, 59,510 miles of

distribution line, 908 substations– Three divisions:

Pacific Power – Oregon, Washington and California Rocky Mountain Power – Utah, Wyoming and Idaho PacifiCorp Energy – generation and mining

• 69 generating plants across West; net capability of 8,470 MW

– Owned by Mid-American Energy Holdings Company (MEHC)

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PacifiCorp Service Area and Plants

CA

NV

AZ

UT

WY

IDOR

WA

MT

CO

PacifiCorp Service Territory

Thermal Plants

Gas-Fueled Thermal Plants

Wind Projects

Geothermal Plants

Coal Mines

Hydro Systems

Generation Developments

500 kV Transmission Lines

345 kV Transmission Lines

230 kV Transmission Lines

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CIM is PacifiCorp’s Integration Strategy

– PacifiCorp is successfully using CIM to design both interfaces and databases

CIM was adopted in 1999 as PacifiCorp’s application integration standard Used for both messaging and database design for new projects Existing interfaces are reworked when the need arises

– CIM-based integration viewed internally as “Best Practice” Having a common vocabulary reduces semantic misinterpretation Reusing messages minimizes integration costs Minimal knowledge of internal application designs required

– CIM is here to stay CIM is standard design practice PacifiCorp vendors are getting used to the idea

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CIM Scorecard

Business Units Application/Project

Message(s) CIM % of Total in relation to CIM

Power Delivery School IntervalRead, SubstationEquipment.Measurement MeasurementList 60%

OCHIP, IVRLog, IVR/CSS

TroubleCalls, TroubleReportAlerts, TroubleReportDetails, TroubleReportSummary, Customer Info, Customer Balance, Customer Account Balance

OutageManagement 80%

RAP RegisterReadRequest, BillDeterminant, CustDrop, Enroll.DACust, EnrollmentChange, NonDACust, Reg.ESSRegister, Register.ESS, ESStatusChange, SESSESSRelationshipChange, RegisterReadResponse, CnIConsumption, DAEnrollConsumption, EnrollmentChange, NonDAEnrollConsumption, ESSStatusChange

CustomerMeterDataSet,CustomerServiceAgreement,MeasurmentList,Document, ActivityRecord, CustomerBilling, BillingDeterminant

80%

PADMS FacilityPoint, JointUse.Agreement, JointUse.Attachment, JointUse.Notice, JointNoticeRequest, FacilityPoint

AssetList 70%

Transmission CAPSO PlannedOutage.Change PlannedOutageNotification 50%

TWBS TransmissionData, STLossData, LTLossData, Scheduling.LoadData,ConsumptionData, InvoiceData

Settlement and MarketClearing 70%

EMSScada WeatherData MeasurementList 100%

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CIM Scorecard Cont’d

Business Units Application/Project

Message(s) CIM % of Total in relation to CIM

Power Supply/Generation

AIS GeoThermalPlantGeneration MeasurementList 60%

HIWS FlowDisplay MeasurementList

EPW SolutionNotification, Performance, SolutionProject, EquipmentGroupRepetitiveTasks, Inventory.StockingPlan, WorkHistoryDocument

WorkWorkHistory

Commercial & Trading

K2 SubstationEquipment.MeasurementFwdPrcForecast, Trades, VolatilityForecast

EnergyPriceCurve, EnergyTransactionVolatilityForecast(Not in CIM), Trade(Not in CIM), DeliveryPattern(Not in CIM), TradeStrategy(Not in CIM),Commondity(Not in CIM,

80%

CRS MarkToMarketData MarkToMarket (Not in CIM) 80%

CAISO EDI810 Settlement 50%

Corporate Giving Campaign

EmployeeDetails, ContributionPayrollDetails Employee (erpPerson) 70%

SOX ChangeAuditReport ChangeAudit (Not in CIM) 90%

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CIM Implementation Examples

– Case Studies Discussed Today Handling Customer IVR and Outage Calls Managing Substation and Circuit Load History (OSIsoft PI)

– Other Implementation Examples Scheduling Single-Person Work (SPS) Billing Wholesale Transmission Transactions Providing Enterprise Reports (Data Warehouse) Integrating EMS/SCADA (ABB Ranger) Forecasting and Risk Management (K2) Managing Distribution Facilities Joint Use (PADMS - GIS) Monitoring Application Activity for SOX (TripWire) Retail Access

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Outage Call and Customer Call Handling

– Automated handling of customer account balance check– Automated handling of remote customer meter reading entry– Automated handling of customer outage calls between call center

and dispatch applications– Used CIM-based messaging to integrate:

Customer phone number recognition between IVR and customer directory Outage detail lookup between IVR and CADOPS Outage detail lookup between GTx and CADOPS Outage creation between IVR, TroubleUP (also called DMS) and CADOPS All communications between off-site third party provider (TFCC) and

PacifiCorp are handled through the message bus All IVR steps are stored in IVR log for performance analysis

– Much testing around performance and handling of large load.

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OUTAGE/IVR: UML model for outage notification

OutageStep

OutageRecord

+OutageSteps

+OutageRecord1

1..n

1

1..n

ErpPerson(f rom ERP_Support)

Document(f rom DocumentInheritance)

0..n

0..n

+fromDocuments

0..n

+toDocuments0..n

+ErpPersons

+Documents0..n

0..n

0..n

0..n

CustomerAccount(f rom Consumers)

CustomerAgreement(f rom Consumers)

1

0..n

+CustomerAccount1

+CustomerAgreements0..n

OutageNotification(f rom TroubleTickets)

TroubleTicket(f rom TroubleTickets)

ServiceLocation

(from Locatio...0..11..n

+CustomerAreement

0..1

+ServiceLocations

1..n

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Outage example: CIM-based XML schema

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Outage example: CIM-based XML schema

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Outage/IVR Architecture

IVR Environment

Customers

CADOPS Environment

OCHIP EnvironmentMainfame

GTX Info

PhoneCalls (Outage, Check Acct Balance,Send Meter Read)

Corporate Environment

CSSDatabase

IVR System

CADOPS PDX

CADOPSSLC

CADOPS WYO

EAI Environment

EAI Servers

Outage Status Outage StatusOutage Status

DMS Database

PCC Call Center

Outage Info

Acct Balance,Outage Status

Dispatch

Web Environment

Web Server

Outage Info

Outage Info Via Trouble Viewer

WebPage

TFCC

PCC Call Center

Excess Outage calls go to vendor during a major storm

Outage Info

DMZ Environment

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SCHOOL (PI) - Substation and Circuit Historian

– Successful implementation of CIM network model structure

– CIM used in historical database for storing Subview, MV90, and SIGMA readings

– CIM used in XML schemas for messaging among Ranger EMS PI Servers MVStar – Interval meter readings from Itron MV/90 Configuration Admin Utility Application

– CIM quite complete in Power Systems resource area; few model extensions needed.

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SCHOOL: UML model for measurement data

Equipment(f rom Core)

EquipmentContainer(f rom Core)

+Contains_Equipments

+MemberOf_EquipmentContainer

0..1

0..n

0..1

0..n

Substation(f rom Core)

PSRType(f rom Core)

ConductingEquipment(f rom Core)

PowerSystemResource(f rom Core)

0..n

0..1

+PowerSystemResource 0..n+PSRType

0..1

PowerTransformer(f rom Wires)

MeasurementType(f rom Meas)

MeasurementValueQuality(f rom Meas)

MeasurementValue(f rom Meas)

1

1

+MeasurementValueQuality1

1

MeasurementValueSource(f rom Meas)

+MeasurementValueSource1

0..n

1

0..n

Compensator(f rom Wires)

ACLineSegment(f rom Wires)

Line(f rom Wires)

0..1

0..n

+MemberOf_Line

0..1

+Contains_ACLineSegments0..n

RegulatingCondEq(f rom Wires)

Measurement(f rom Meas)

1

0..n

+MemberOf_PSR1

+Contains_Measurements

0..n0..n

1

+Measurements

0..n

+MeasurementType

1

AnalogValue(f rom Meas)

Analog(f rom Meas)

+Contain_MeasurementValues

+MemberOf_Measurement1

1..*

1

1..*

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SCHOOL Example: CIM-based XML schema

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Control Center

Ranger Historian PDX

Ranger Historian SLC

SCHOOL PI Server

Hand Held Terminals

GridSense LineTrackers

Corporate Environment

Reports

<<RDAS>>PCC

Primary Ranger

AppServer

<<RDAS>>WCC

<<RDAS>>SCC

DMZRanger Corporate PI Servers

MV-STAR

Ranger Historian SLC

Ranger Historian PDX

`

PlanningTechnologies

`

AreaPlanning

`

Field Engineering

`

TransmissionPlanning

`

Regulation

`

GLOMESMaster Station

`

PI Manual Logger Workstations

SCHOOL Configuration

UtilityModel Config (Oracle

CIM)

SCHOOL Configuration Utility

This is the SCHOOL Configuration Utility application, used to maintain the SCHOOL

Configuration Database. This is an Oracle CIM database used to

manage all load measurementsused in T&D planning at

PacifiCorp.

A Version of a Future Vision

PB/DL Clients T&D Planning Model

(PSS/E, MOD, ODMS)

Time Series Data Sources

RangerEMS

MV-90ESRI GIS

SCHOOLConfig

(Oracle CIM)

SAPXFMR, LINE, GEN (MS-Access DB)

Non Time-Series Sources

Integration Bus = TIBCO + CIM

Network Context (MDB/Foundation)

T&D Operating Model

(Ranger EMS)

. . .

OSIsoft RtPortal Web Client

PTI Model-on-DemandWeb Client

Ranger IS500 Web Client

Strategy: Combine these data repositories … and synchronize across core applications (Ranger EMS, SAP, and ESRI GIS) to create a virtual Asset Register

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Single Person Scheduling

– A single person scheduling (SPS) system facilitates improved management of short duration, high volume single person work assignments.

– CIM attribute names used for data attributes in repository data base

– CIM attribute names used for data elements in simplified XML schema

– Full CIM XML structure rejected by project Processing time lessened Complexity reduced No reusability

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Transmission Wholesale Billing System

– TWBS produces invoices for PacifiCorp’s 34 largest wholesale customers (collects over $30 Million of the company’s revenue per year).

– CIM format used for all interface messages OASIS – sends transmission readings and short-term losses MVStar – receives interval meter readings Envision – scheduling data from KWH system BPA – sends interval meter readings SAP – gets accounts receivable information CSS – sends consumption data IVRCSS – sends phoned-in meter reading corrections MVPBS – receives consumption data, meter readings, sends out invoices and

accounts receivable K2 – Trading, price curves, plant operations

– Reused analysis from EDW (metering), Retail Access (customers), and SCHOOL project (interval readings)

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Enterprise Data Warehouse

– CIM is the foundation for warehouse data structures

– Areas implemented that made particular use of the CIM include the following:

Customer information from CSS Distribution work management from RCMS Customer metering Project financials

– Generic CIM names for entities and attributes should make integration with multiple source systems and replacement systems easier

– Project issues around dates, other attributes

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Other Areas

– Trading and Risk Management Extensions were created for trading applications using both CIM

and Financial Products Markup Language (FPML) All new trading application interfaces are designed with CIM and

extensions• Forecasting (River, Plant Generation, etc...)

• Risk Management (Mark to Market)

• Gas Management extensions will be next

– SOX ChangeAuditReport XSD created to publish changes to operating

system and database.

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Retail Access

– Oregon’s electric restructuring bill (SB 1149) for investor-owned utilities, implemented March 1, 2002

– PacifiCorp used CIM messaging for interfaces between PacifiCorp's Customer Information System and Itron interval meter reading system

– Extended CIM structure to include details of customer billing and energy service supplier

– XML schema developed used explicit structure names rather than repeating groups with type codes

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Lessons Learned

– CIM integration works well, especially for Power Delivery

– Project work is reduced when the CIM data entities and relationships are mapped before detailed attribute modeling begins

– Messages in XSD format are accessible and reusable

– Project management: additional data modeling cost of CIM needs to be understood at PM level

– Actual savings come from reuse, data clarity, and quality

– CIM expertise currently resides in EAI group

– Projects need modelers through unit testing

– CIM compromises come back to haunt you

– Retaining OO-savvy staff is a challenge