demand response use case & functional requirements development ucaiug meeting jan 6, 2009 mark...

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Demand Response Use Case & Functional Requirements Development UCAIug Meeting Jan 6, 2009 Mark van den Broek

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Demand Response Use Case & Functional Requirements Development

UCAIug MeetingJan 6, 2009

Mark van den Broek

Overview• Purpose: Develop use cases and functional requirements for Demand

Response Systems• Focus on immediate SDG&E requirements for California State PUC filing• Attempt to generalize this work across the industry• Group has been meeting weekly since late Oct 2008; two face to face

meetings in November and December respectively.

• Timeframe – October 2008 Use case development begins– February 2009 Use case development complete– March 2009 Functional requirements complete

January 2009Status Review

• On-going review of existing Public Domain Use Case Models• Developed Business Process Model• Defined Users• Selected Enterprise Architect as our tool kit for use case

development• Gradually achieving consensus among participants as

reflected in the following slides

Business Process Model

analysis Business Process Model

The Business Process Model describes both the behavior and the information flows within an

organization or system.

As a model of business activity, it captures the significant events, inputs, resources, processing and outputs associated with relevant business processes.

Business Context

+ Strategies

+ Stakeholders

+ Topology

Business Objects

+ datastore

+ report1

Business Workflows

+ Process

+ Event1

+ Input

+ Result

The Business Context package contains models of all involved stakeholders, mission statements, business goals and physical structure of the business "as-is".

The Business Objects package contains adomain model of all objects of interest and their respective data.

The Workflows package documents business processes, drawing on stakeholders, structures and objects defined in the Context and Object packages showing how these work together to provide fundamental business activities.

class Business Process Model

Manage Energy Deliv ery

Customer

Energy Shortage/Congestion/Equipment

Failure

«goal»Maintain Reliability of

the Grid

Load Control Transaction

ISO

(from Actors)

Supply Profile

Compliance

«uses»«load»

«signal» «supply»

DR Business Process Model

object Business Functions

IEC-61968 IRM

Distribution Mamagement

External to Distribution Management

Electric Distribution Network Planning, Construction, Maintenance, and Ops

Generation and Transmission Management, ERP, Supply Chain, and

General Corporate Serv ices

NO- Network Ops

AM - Records and Asset Management

OP - Operational Planning and Optimization

MC - Maintenance and Construction

EMS - Energy Management and

Trading

RET- Retail

SC - Supply Chain and Logistics

NE - Network Extension Planning

CS - Customer Support

MR - Meter Reading and

Control

ACT - Customer Account

Management

FIN - Financial

PRM - Premises

HR - Human Resources

Actorsuc Actors

Distributed Energy

Resource Control

(DERC)

Metering Agent

Settlement Agent

Billing Agent

ISO Distributor

Small-Scale Merchant Generator

Large C/I Customer and Co-Generator

Aggregator

Customer Residential Customer Commercial Customer Industrial

Customer

A system that collects detailed information about customer loads and customer response patterns. It also maintains information regarding the number of times a customer has complied in a given time period vs the compliance requirements of the tariff applicable to that customer.

This information is brought together for the user so that the user can see what probable load is available to be curtailedin total and at various points in the network.

The system will also receive and process requests for curtailment and will balance the requests across subscribers

«role» «role»

«generalization»«generalization»

«generalization»

«role»

«role»

«role»

«role»

«role»

«role»

«role»

Use Case Model

uc Use Case Model

The Use Case model is a catalogue of system functionality described using UML Use Cases. Each UseCase represents a single, repeatable interaction that a user or "actor" experiences when using the system.

A Use Case typically includes one or more "scenarios" which describe the interactions that go on between the Actor and the System, and documents the results and exceptions that occur from the user's perspective.

Use Cases may include other Use Cases as part of a larger pattern of interaction and may also be extended by other use cases to handle exceptional conditions

Actors are the users of the system being modeled. Each Actor will have a well-defined role, and in the context of that role have useful interactions with the system.

A person may perform the role of more than one Actor, although they will only assume one role during one use case interaction.

An Actor role may be performed by a non-human system, such as another computer program.

Actors

+ Aggregator

+ Billing Agent

+ Customer

+ Customer Commercial

+ Customer Industrial

+ Customer Residential

+ Distributor

+ Energy Service Provider

+ ISO

+ Large C/I Customer and Co-Generator

+ Metering Agent

+ Settlement Agent

+ Small-Scale Merchant Generator

+ Mission Statement

+ Entity1

Primary Use Cases

+ Actor1

+ ISO

+ Manage Demand for Mainenance Purpose

+ Manage Demand in respond to Pricing Signal

+ Curtail Demand

+ Decrease Supply

+ Demand Bid

+ Demand Response

+ Direct Load Control

+ Dynamic Pricing

+ Increase Supply

+ Manage Aggregator

+ Manage Demand

+ Manage Demand for Economic Effect

+ Manage Demand Side Program

+ Manage Demand through Direct Load Control

+ Manage DR Customer

+ Manage DR Program

+ Manage Load

+ Manage Market Operations

+ Manage Supplier

+ Manage Supplier

+ Manage Supply

+ Manage Supply through Direct Control

+ Manage Supply through Price Signal

+ Provision Demand Response Equipment

+ Provision Demand Response Equipment

+ Trading

This package contains use cases which define how an Actor will interact with the proposed system.

Each interaction may be specified using scenarios, sequence diagrams, communication diagrams and other dynamic diagrams or textual descriptions which together how the system when viewed as a "black-box" interacts with a user.

uc Primary Use Cases

Manage Demand

Prov ision Demand Response Equipment

Manage DR Customer

Demand Response

Manage Supply

Manage DR Program

Manage Demand for Economic Effect

Manage Demand through Direct Load

Control

Manage Supply through Price Signal

Manage Supply through Direct

Control

Manage Supplier

ISO

Customer

Distributor

Prov ision Demand Response Equipment

Small-Scale Merchant Generator

Large C/I Customer and Co-Generator

Aggregator

Add DR Dev ice Remov e DR Dev ice

Manage Demand for Mainenance Purpose

Manage Demand in respond to Pricing

Signal

«include»

«precedes»«precedes»

«include»

«precedes»

«precedes»

«include»«include»

«precedes»

«include»

«include»

«include»

«include» «include»

«include»

«precedes»