Building Automation Training and LonMark Certification Institute … · 2017-02-17 · ENERGY...

Building Automation Training and LonMark Certification Institute

Programs

Ron Bernstein

CEO/ED LonMark International

Smart Building Automation Training Program

Instructor:

Ron Bernstein President – RBCG, LLC

Course Module 101: An Introduction to Smart Buildings

Level: Introductory Prerequisites: None

Class Topics

Smart Buildings Concepts

Open Integrated Buildings

Key Terms and Definitions

Introduction to Building Systems

©Copyright 2014 by RBCG, LLC All rights reserved

Why

What How

Drivers of Smart Buildings

Philosophy

Psychology Technology



Philosophy

Planetary Consciousness

Climate Awareness

Green and Sustainability

Future Minded

Psychology Safety

Security

Comfort

Economy

Technology Automation

Interoperability

Open Systems

Monitoring/Control

Communication

Influencers Strategy

Drivers Core Beliefs

Methods Techniques Tactics


Policy

Programs Partners Agencies Non-profits Consortia Grants

Government Initiatives Standards Bodies Regulatory Bodies Corporate Standards

Vendors Investors Developers Suppliers Consultants Integrators

Smart Building/Campus Systems

Comfort/Productivity

•Heating

•Cooling

•Ventilation

•Lighting

•Air Quality

•Sound Quality

•Public Address

•Irrigation

Fire/Life Safety

•Smoke

•Fire/Flame

•Toxic Gas

•Emergency egress

Security

•Access

•Intrusion

•Gates

•Parking

•Badging

Metering

•Power metering for electricity

•Gas – boiler, heat

•Water – domestic usage, chilled, hot, irrigation

Communication

•Voice

•Data

•Video

•Signage

Safety

•Streetlights

•Traffic

•Emergency Signage

•Alarming

•Sensor Grids

Utilities

•Electricity

•Gas

•Water

•Trash

•Beer (colleges)

•Wine (nor Cal)

Smart Buildings Key Concepts

No Connectivity

• No Integration

• No Communication

• No Control

• Higher Cost to Operate

• Higher Cost to Maintain

• Less Energy Efficient

Dumb Buildings

10 ©Copyright 2014 by RBCG, LLC All rights reserved

Smart Building

Full Connectivity • Good Integration • System to System Communication • Partial to Fully Controlled • Integrated Control Network • Central Monitored • Operational Efficient • Better Visibility • Energy Efficiency Across Systems

11 ©Copyright 2014 by RBCG, LLC All rights reserved

Smart Building Key Performance Indicators

Ability to network

(system and subsystem)

Ability to collect

information (historical)

Ability to see

information (real time)

Ability to process

information (analyze)

Ability to make

decisions (report)

Ability to compare

(baseline evaluate)

Ability to validate

over time (trend)

Ability to control (take

action)


Definitions of Common Terms for Building Systems

Definition – Smart Building

A smartly designed building

• Enhances the performance of the building

• Provides greater ease of operation over its life-cycle

• Minimize the long-term costs of facility ownership to owners, occupants and the environment

• Higher performing building

• All components of the building are integrated

• Improves operational performance

• Increases occupant comfort and satisfaction

• Provides the owner with systems, technologies and tools for better management

• Minimize energy consumption


Definition - DDC

DDC – Direct Digital Control

• Refers to the ability of a control system to implement computer micro processor based technology to control equipment

• Has the ability to “communicate”

• Has the ability to make decisions

• Can both monitor and control locally

• Is programmable

• Replaced most “Pneumatic” based systems

• Is over 40 years old

• Current system designs implement DDC concepts

• Foundation for “Open Communications” system technology


Definition - BAS

Building Automation

System (BAS)

• The facility automated control system comprised of all mechanical system automation, and automatic temperature control, lighting control, and other relevant building controls sub-systems as defined.

• The BAS is responsible for the operational functionality of each system.

• The BAS may run autonomously from other systems and may not require a central building management system (BMS) to operate.

• In the event of a loss of communication to a BMS server, the BAS shall continue to operate.

• The BAS is built upon a single network infrastructure.

• This infrastructure may include structured wiring, control network wiring, routers, bridges, raceways, and interfaces as required connecting all sub-systems and devices.


Definition - BMS

Building Management

System (BMS):

• The BMS is the central management system responsible for any necessary management, oversight, visualization, configuration, and performance monitoring of the building sub-systems.

• A typical Building Management System provides ancillary oversight responsibility for a given Building Automation System.

• However, a BMS is not typically providing operational interaction with a BAS. If a BMS interface becomes offline – the BAS continues to perform its required functionality reducing the potential for a single point of failure.


Definitions - FMSI

FMSI (Facility Master System

Integrator)

• Tier 1 umbrella position contracted to help oversee the specification and implementation of DDC, BMS and BAS systems

• The FMSI is usually accountable for assuring Interoperability between sub-systems and different buildings

• Provides and maintains a common Graphical User Interface

• Assuring products from multiple bidders and vendors meets the requirements of the project specification

• Technical go-between for the various sub-trades (Controls, Electrical, and Mechanical etc.)

• Interface to the owners IT team

• Provides check and balance to the owner


Other Terms

• EMS

• Interoperability

• Interchange-ability

• Compatibility

• Plug and Play

• Functional Profile

• And many more

Building Systems

24/7 Monitoring Service/Maintenance Demand Response Conditioned Monitoring Vehicle Charging

Home Electronics Audio Video Computers

FIRE Functionality checks Detector service Valve Pressure Fire, Life, Safety

ACCESS Doors Buildings Occupancy Feed Forward

ENERGY Appliances Electronics Utility Monitoring (Elec/Water/Gas/Oil) Load Shedding Air/Water Heat Lighting Solar Generation

HVAC Air-Handling Unit Boilers Pumps Fans Energy Control Hot Water Heaters Air Quality

Appliances Breakdown Maintenance Performance SECURITY

Doors PIR Integration

LIGHTING Indoor/Outdoor: Schedules Occupancy Sensing

W G E

Remote Monitoring and

Control Service Provider

Application Interfaces

Building Systems

21 Source: Ron Bernstein Consulting Group, LLC

Other Building Systems

Fire/Life Safety

• Smoke

• Fire/Flame

• Toxic Gas

Security

• Access

• Intrusion

• Gates

• Parking

• Badging

Metering

• Power metering for electricity

• Gas – boiler, heat

• Water – domestic usage, ice

Utilities

• Electricity

• Gas

• Water

Communication

• Voice

• Data

• Video


More Building Systems

IAQ – Indoor Air Quality

Audio/Video/Public Address

Emergency Signage

Elevators/Escalators

Irrigation

Outdoor Lighting – Pathway, Roadway, Parking, Façade

Weather Station


Module Review

• Critical and non-critical systems

• Smart vs Dumb buildings

• Smart building criteria list

Smart Buildings Concepts

• Energy efficiency objectives

• Operational efficiency objectives

• Cost savings

• Key performance indicators (KPI) of smart buildings

Open Integrated Buildings

• Open Systems, Interoperable, Interchangeable, Compatible, DDC, FMSI, BAS, BAS, EMS and more

• Profiles and controllers

• OPEX, CAPEX, ROI

Key Terms and Definitions

• HVAC, Lighting, Energy, Irrigation, Security, Access, Power, Metering…

Introduction to Building Systems


End of Course Module 101 An Introduction to Smart Buildings


Instructor:


Course 102: Fundamentals of Building Open Control Networking Systems

Level: Introductory Prerequisites: Course 101

Class Topics

Trend Toward Open Systems

Elements of Control Networks

Control Networking

Protocols

Convergence of IT and BAS Networks

The Trend Towards Open Integrated Systems

What Is An Open Integrated System?

• The ability to install products from multiple sub-systems and from multiple vendors into a single cohesive system.

Building Management

System

HVAC

Lighting

Metering

Power Fire/Life Safety

Security

Occupancy

Common Monitoring and Control

Network

Trane

GE

Veris

Siemens Honeywell

Johnson Controls

Schneider Electric

Integrated System

Shared common infrastructure

Multiple subsystems working together

Multi vendor equipment and devices

Scalable architecture

Connectivity to enterprise

Interoperability

Common device profile model

Key Design Objectives

Reduce installation costs

Lower maintenance costs

Reduce training costs

Leverage investments

Multi-system connectivity

Single user interface

Competitive bidding

Choices of vendors

Reduction of proprietary systems

Elements of an Open Control Networking Platform

Control System Elements Network Tool

User Interface Equipment Devices

Controllers

Display

HMI

Routers,

Repeaters,

Network Interface Channel

http://www.guitarcenter.com/shop/document?cpd=85911&doc_id=100343&g=home&base_pid=333007&index=1

Essential Elements of an Open System

Devices

• The controllers on the network

• Applications specific devices

• Programmable devices

• Packaged equipment

• Scheduling, Alarming, Data logging

Infrastructure

• The wire the nodes connect to

• The routers that pass the data

• Interfaces

• Bandwidth

• Security

• System architecture

• IT Routing

• Gateways

User Interface

• PC Based

• Web Based

• Tablets

• Smart Phone

• Dashboards

• Kiosks

• Flexibility and Choices

Tools

• Design Tools

• Network Management

• Commissioning Tools

• Database issues

• Plugins

• Scheduling, Alarming, Data logging

Enterprise Connectivity

• IT Interface

• Security

• Access restrictions

• Big data interface

• Large project architecture

• Design for the future

• Scalability issues

Operation & Maintenance

• Long term competitive service contract

• Availability of spare parts

• Staff training

• Sustainable design

• Legacy System Integration

• Self-manage, Self-maintain, Self-modify

Foundation of an Open System

• Common physical interface - transceiver Products from multiple vendors interoperate

• Common network management platform Tools from multiple

vendors interoperate

• Unbundling hardware from software from installation Opens up for fair

competitive bidding

• Increases competition, accountability Enables owners to “own”

their systems

• Reduces costs, improves efficiency Removes the “Locks”

• Provides validation and enforcement International standards

Control Networking Protocols

Definitions - Protocol

Control Networking

Protocols

• The rules and procedures defined for devices to share information

• Common “Language” for communication

• Sharing common transport “media”

• Defines the media access requirements

• Defines the addressing requirements

• Defines who, how, and what is communicated

• Provides security components

• Follows a well defined, repeatable mechanism

• Defines “peer-to-peer” and/or “master/slave” communication rules

• Follows ISO/OSI Model…

ISO/OSI Protocol Layers

Application

Presentation

Session

Transport

Network

Data Link

Physical

Physical Media

OSI – Open Systems

Interconnect Reference

Model

Implementation of the

ISO standard – 7 Layers

Protocol Optimization for Controls

Intelligence at the point of control

Reduce reliance on centralized systems - single point of failure

Powerful microcontroller based devices – the norm

Host computer for “higher level” functionality – reporting, analytics

Multiple vendor devices sharing common infrastructure

Unique device addressing, data sharing (binding), and configuration

Network management follows “IP” style model

Network Commissioning

Addressing Physical to logical identification

Binding Connecting source and destination data flow

Configuration Setpoints, defaults, update timing

Security Network access privileges, passwords, encryption

Routing Media changes, network expansion, traffic isolation

Gateways Integration of legacy systems, proprietary systems

Certification Device conformance and validation to a standard device profiles

Building Protocols

• Media Types Supported Protocol

• Wired Modbus – Field Equipment Bus

• Wired, Wireless Ethernet

• Twisted Pair Wired, Powerline, IP, Wireless LonWorks – LonMark

International

• Wired, IP BACnet – BACnet International

• Wired KNX

• Wireless Zigbee

• Low Power Wireless EnOcean

• Wired DALI

• IP Wireless WIFI

• Device Level Wireless ZWAVE

PRESENTATION TITLE PRESENTER

DATE

Data Server, Alarm Server Web Server, Router

LAN – Site IP Ethernet Network

Standard Network Variables Exchanged Between Devices , Web/Alarm/Data Server, and GUI

Tier-3 Equipment

Tier-2 BAS

Tier-1 BMS

WAN –Fiber, INTERNET

Firewall – IT Switch

Multi-Tier System Architecture

Sensors

Actuators

Sensors/Actuators Standard 4-20mA, 0-10VDC, relay wiring

Site Database Including Drawing and Project Files Backed Up to Server (Archives Only)

Dashboard Interface Network Tools Diagnostics Web Interface Remote access, Text, Email Smart Phone, Tablet

Enterprise Data Center Rack Server Backups

Twisted Pair Wire Network Device Control Network

Workstation Interface Access to Web/Data/Alarm Server

Any Networked Workstation Alarm Processing, GUI, Dashboards

Equipment Display Diagnostics (HMI) Red/Green Status Lights

User Interface Display Interface Access to Server

Firewall Router Internet connectivity

Energy and Control Effected Systems

HVAC –chillers, air handlers, VAV systems, economizers, cooling towers

Lighting - indoor, high-bay, emergency, facade, walkway, parking lot, and roadway lighting

Energy Management - metering, sub-metering, and load management

Power Systems - generation, cogeneration, and renewables

Life Safety Systems - laboratory fume hood, smoke evac systems, fire detection, suppression, toxic gas monitoring, CO2 monitoring

Elevator/Escalators

Process Control Systems

Energy and Control Effected Systems

Security and Access Control Systems

Audio/Visual Systems

Water Systems - irrigation, hot water/cold water, waste water

Alarming and Annunciation Systems

Occupancy and Vacancy Systems

Monitoring, Control and Reporting - user interfaces, alarming and alerting, trending, scheduling, data analysis

IT and Data Systems, LAN, WAN, VPN and related systems

Course Review

• What is an “Open Integrated System”

• The value of system integration

• Access to more information yields smarter buildings and better decisions

Trend Towards Open Integrated Systems

• Key elements of control networks

• Open systems and open protocols

• Foundation of an Open System

Elements of Control Networks

• Definition of a Protocol

• Communication protocol functionality & options

• Control networking protocols basics

Control Networking Protocol

• Combining data and control networking

• Building networked sub-systems

• The big picture of facility management

Convergence of IT and BAS Networks

End of Course Module 102 Fundamentals of Building Open

Control Networking Systems


Instructor:


All course content Copyright 2015 RBCG, LLC all rights reserved.

Course 104: Specifying Building Automation Systems

Level: Intermediate Prerequisites: Course 101, 102, 103

Class Topics

Building Automation Specifications

4 Tier Spec Model

Roles and Responsibilities

Specification Components

ASHRAE Guideline 13

Specifying BMS

Legacy Systems

A Team Approach

Owner Design

Engineer Equipment

Supplier System

Integrator

Master System

Integrator

IT and Information

Services

Key Elements of BAS Specifications

Performance and functionality

Sequence of operation

Equipment requirements

Controls infrastructure

Communication requirements

Integration requirements

Monitoring and control user interface

Connectivity to data network

Security and reliability

Additional Elements of BAS Specifications

Training

Documentation, testing, startup and commissioning requirements

Submittal requirements

Warranty and service requirements

Codes and standards

Certifications and qualifications of equipment and contractors

Spare parts and service requirements

Computer hardware and software

Diagnostic reports and tools

Panels, placards, safety, location information

Trends in Building Automation Specifications

Driving Better Specifications

Energy efficiency and environmental sustainability

Reduced operational expense budgets

Greater desire for integration

Advancements in front GUIs and analytics tools

Requirements for open system and competitive bidding

Integration of the BAS with the IT infrastructure

System Components B

uild

ing

Dat

a A

bst

ract

ion

Tier 1

Enterprise IP Network

Site/Enterprise – Software, Servers

User Interface, Database, Analytics,

Demand Response, Load Shed

IP Backbone, VLAN, Web

Tier 2

Building Level Network

Multiple Sub-System Integration

HVAC, Lighting, Metering

Open Building Control Network Communication Infrastructure

Tier 3

Sub System Equipment

Building Equipment and Controls

Chiller, AHU, Light Panel

Connectivity to Control Network

Tier 4 Sensors and Actuators

Temperature, Pressure Sensors

Valves, Motors, Probes, Relays, Current Loops

Hardwired to Controllers, No Built-in Smarts

Model Objectives

Define design requirements for each tier

Establish roles and responsibilities for each sub-system into the BAS

Define handoff between tiers

Follow an IT model for data and control networking

4-Tier Contractor Segmentation B

uild

ing

Dat

a A

bst

ract

ion

Tier 1 Enterprise/Site

BMS Connectivity FMSI

Tier 2 Building Infrastructure

Connectivity – BAS Control Panel

System Integrator

Tier 3 Equipment Level: Controllers Equipment

Vendor/Controls

Tier 4 Sensor Actuator

Device Level

Electrical Sub-contractor

Tier Level Purpose Contractor

Components of a Good Specification

Specification Elements

Performance, Function, Environmental, and Technical Elements – Text Document

•Sequences of operation

•Hardware and software

•Equipment

•Infrastructure

•Roles and Responsibilities

•And much more

Drawings

•System Architecture

•Wiring, Locations, Terminations

•Call Outs

Points Lists

•Device Profiles, AI/AO, DI(BI)/DO(BO, Virtual Points, Alarmed, Trended Monitored, etc.

Conformance and Code Criteria

•Certification, Validation, and Compliance

Handoffs, Submittals, Standards

•Checklists

Warranty, Training, Spares, Commissioning, Startup, and more

BMS Specification Requirements

• Alarming • Scheduling • Energy Metrics • Analytics • Configurable Rules Engine • Optimization • Trending, Graphing • Reporting • Data Imports and Exports • Monitoring • Graphical User Interface

ASHRAE Guideline 13 Specifying Building Automation

Systems

ASHRAE Guideline 13 Specifying Building Automation Systems

• Updated in 2015

• Significant enhancements

• Interoperability

• Protocol neutrality

• More performance and functionality

• Less prescriptive

• Multi-tier architecture model

ASHRAE Guideline 13 Specifying BAS Systems TOC

Foreword 2

1 Purpose 2

2 Scope 2

3 Preamble 2

4 Building Automation System (BAS) Overview 3

5 Design and Construction of Building Automations Systems 24

6 About Clauses 7, 8, and 9 36

7 Specification Part 1: General 37

8 Specification Part 2: Products 63

9 Specification Part 3: Execution 129

10 Instructions to Other Contractors 158

11 Valves and Dampers 166

12 BAS Device Network Design 168

13 Legacy Control Systems 211

14 References 217

Informative Annex A: Sample Specification Outline 220

Informative Annex B: BACnet 222

Informative Annex C: LON 224

Informative Annex D: Interoperability Case Studies 227

Informative Annex E: Performance Monitoring 242

Informative Annex F: Sources of Protocol Specific Specification Language 226

BAS Design – Increasing Integration

Systems

Levels HVAC Lighting Security Energy Fire

Tier 1 Master System Integrator

BMS Front End

Lighting Front End

Security Monitoring

Energy Dashboard

Fire Alarm Monitoring

Ethernet IP Network

Tier 2 Controls Contractor

HVAC Panels

Lighting Relay Panels

Security Panels

Power Panels Fire Panel

BACnet, LonWorks, Modbus, Others

Tier 3 Mech. or Elec. Contractor

Air Handlers, Chillers, Control Devices

Fixtures Switches Occupancy Sensors

Door Strikes Window Sensors

Sub -metering Relays, Contactors, Loads

Sprinkler Heads, Smoke/Flame Detectors

Ver

tica

l In

tegr

atio

n

Horizontal Integration – To BMS Front End

IoT and Cyber Security

New Levels of Exposure

• Direct access to IP addresses from OUTSIDE THE BUILDING

• Firmware “OTA” Over the Air Updates

• Remote Device Monitoring, Communication and CONTROL

New Risks

• Access Levels

• Passwords/Pass Phrases

• Hacking Potential

• Internal Threats vs. External Threats

• Device Level Security

• Data Integrity

• Network Integrity

• Data Ownership

• Privacy

Guideline 13 – Specifying BAS

Existing – 2015 Version

• BAS Design

• Systems and Sub-systems

• Components and Equipment

• Network Infrastructure

• Control and Connectivity

• Integration and Interoperability

• Basic Sequences/Logic

• Legacy Systems

In Development

• Advanced Sequences

• Fault Detection and Diagnostics

• IoT Integration

• Cyber Security

• Building to Grid

Guideline 13 Committee Soliciting Membership Support Help us shape the future of BAS Design

Course Summary

Overview, drivers, and trends of BAS specifications

Review the 4 Tier architecture and the spec requirements for each tier

Contractor/Supplier Roles and responsibilities

Components of a Spec

BMS Front End Spec Requirements

BMS IT integration and security specification requirements

Legacy system considerations

ASHRAE Guideline 13 BAS Specification

End of Course Module 104 Specifying Building Automation

Systems

Training and Testing Programs

LonWorks Installation Handbook in English, Spanish, German, and Japanese Available Now!

http://test.lonmark.org

http://test.lonmark.org/

Questions

Ron Bernstein CEO/ED LonMark International

[email protected]

Building Automation Training and LonMark Certification Institute … · 2017-02-17 · ENERGY...

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Transcript of Building Automation Training and LonMark Certification Institute … · 2017-02-17 · ENERGY...