Solutions for Meter Data Management

Layne NelsonProduct Manager

LODESTAR Corporation

 Copyright © 2005 LODESTAR Corporation - All Rights Reserved LODESTAR Corporation - Confidential and Proprietary

Copyright ©2007 LODESTAR Corporation – All rights reserved LODESTAR Corporation – Confidential and Proprietary

                                                              

Agenda

• What is Meter Data Management (MDM)?

• Market Trends

• Components of an effective Meter Data Management (MDM) Solution

• Will Ontario Distribution Companies need a local operational data store?

What is Meter Data Management?

• MDM solutions provide comprehensive functionality to support the loading, validating, storing, estimating, and publishing of meter data

• Often serving as an enterprise wide operational data store

• Meter Data - the lifeblood of any Energy Company

Meter Data Repository

Web based Customer

Care

DistributionPlanning Pricing BillingForecasting Settlement

Meter Data

What is Meter Data Management?

• Data collection

• Validating and editing reads

• Exception Management

• Storing Meter Events

• Estimating invalid or missing reads

• Providing data to downstream systems

• Profiling scalar meter reads

• Aggregating meter reads

• Tracking meter inventory

• Providing information directly to end-users

• Performing revenue protection analysis

• Distribution Planning and Support

A system to manage large volumes of data supplied by a variety of metering systems

Why is MDM a Hot Topic?

• Companies are looking for operational efficiencies

– MDM handles details of meter data collection system

– MDM provides data as needed to other applications

– Limit changes to legacy systems

• Customer Service

– Provide all internal and external customers with access to meter data

• Better Asset Management

• Distribution Planning Support

– Sizing of equipment -- transformers, feeders, substations

Why is MDM a Hot Topic?

• Companies looking for Revenue Protection Opportunities– Find missing revenue– Identify possible theft for further investigation– Reduce field service orders

• Support for AMI Programs– Smart meters, AMR, interval meters, etc.

• Market Initiatives– Ontario Smart Metering Program– EPAct 2005

• Support Demand Response Programs– Time based: TOU, CPP, RTP– Incentive based: Direct Load Control, Interruptible /

Curtailment Programs, etc.

Trends in the Market

• Increase Use of Time Series Data– Increase use due to AMI and Demand Reponses

Programs • Daily Readings• More time series meters • Critical Peak Pricing• Aggregated usage data by TOU & bill period to support

billing• Market prices

– More interval data is used for downstream business processes

• Settlement results• Pricing data• Weather data• Load profiles• Forecast

Meter DataRepository

(Interval & Monthly Read)

Revenue Protection

Load Profiles

Meter Asset

Customer Information

VEE

ExceptionManagement

RevenueProtection

Service/WorkOrder

Processing

Un-MeteredCustomers

BillingDeterminants

DataAnalysis

MDM

AMR

Handheld

Drive-by

PLC

BroadbandOver

Power Line

AMISolutions

Etc.

Un-BilledEnergy

DownstreamSystems

TransformerLoad

ManagementAuditing

AutomatedProcesses

ReportsDemand

Response

CISBilling &

Call Center

OnlinePresentment

ComplexBilling

Settlement

= LODESTAR CCS

DistributionPlanning &

Analysis

Pricing/New Product

Offerings

Forecasting &Energy

Procurement

Rate Analysis& Cost ofService

Service/WorkOrders

OutageManagement

Data

BillingDeterminants

Interval MeterReads

HistoricalData

CustomerInformation

RevenueProtectionIncidents

Service/Work Orders

DemandResponseSignals

AggregatedLoad

Solution Overview

Solution Overview:Data Gathering & Processing

Gate Keeper for all Inbound Meter Data– Data Collection

• Collect data from various meter types and technologies

– VEE• Automated Validation & Data Cleansing

– Exception Management• Identifies & Routes Meter Exceptions to

Appropriate Users and/or Queues• Meter Events

– Revenue Protection• Identifies Impending Revenue Protection Events

– Service/Work Order Processing• Interface with Service Order System

– During VEE Process Routes Select Meter Events to Service Order System

– Initiate from Work Queues as a result of Exception Management Investigation

– Service Order Completion Feedback from Service Order system

AMISolutions

AMR

Handheld

Drive-by

PLC

BroadbandOver

Power Line

Etc.

VEE

ExceptionManagement

RevenueProtection

Service/WorkOrder

Processing

AutomatedProcesses

Solution Management:Data Repository

Customer Information– Customer Account Service Delivery Points– Service Point Classification– Billing Cycles & Cycle Dates– SIC Codes

Meter Asset– Meter Events (Current & Historical)– Meter Diagnostic Data

Load Profile– Class Profiles

Revenue Protection Events– Historical archive of Revenue Protection Incidents

Meter Data Repository– Meter Configuration– Meter Reads Consumption & Interval– Power Quality Data – Kvar, power factors, etc.– Meter Errors and Event Codes

• Revenue Protection Events Theft/Tamper Indicator

Meter DataRepository

(Interval & Monthly Read)

Revenue Protection Events

Load Profiles

Meter Asset

Customer Information

Solution Overview:Advanced Functionality

Un-Metered Customers– Street Lights

Data Analysis– Business Intelligence on Analysis of Meter Data– Graph/Trend view of consumption meter reads

Transformer Load Management– Aggregation of Load Data to the secondary transformer level– Additional Aggregation for Feeder, Substation levels– Transformer Rating & Identification of Transformers exceeding

rating.

Reports– Standard Reports for Operational & Business Intelligence

Bill Determinants– Calculation of Billing Determinants

Un-Billed Energy– Energy consumed but not invoiced– Typically created at the end-of-month

Auditing– Complete Audit Trail of all Changes

Demand Response– Critical Peak Pricing and Time-of-Use Pricing data

Un-MeteredCustomers

BillingDeterminants

DataAnalysis

Un-BilledEnergy

TransformerLoad

Management

Auditing

Reports

DemandResponse

Interface Data

Billing Determinants & Complex Billing– Calculated on Bill-Cycle based on Customer’s Tariffs– Off-Cycle calculation Bill Determinant are also

supportedInterval Meter Data

– Clean Interval Meter Data Sent to various systems– Aggregated Data at various levels are supported

• E.g., Aggregation performed at the transformer & substation levels

Aggregated Load– Customer load may be aggregated for various

downstream systems like Transformer Load Management & Distribution Planning

– Additional aggregation level may be configuredHistorical Data

– MDM Data Repository includes historical meter data – Downstream system will have this data available

Data

BillingDeterminants

Interval MeterReads

HistoricalData

CustomerInformation

RevenueProtectionIncidents

Service/Work Orders

DemandResponseSignals

AggregatedLoad

Interface Data

Customer Information– MDM Data Repository includes customer

information – Useful for identifying Revenue Protection

events/incidents

Revenue Protection Incidents– Customers with Revenue Protection Incidents are

reported for proper processing

Service / Work Orders– Meter events requiring service or work orders are

routed through the appropriate system– Feedback response from that system closes the

loop

Demand Response Signals– Demand response data may be routed to the

appropriate application.

Data

BillingDeterminants

Interval MeterReads

HistoricalData

CustomerInformation

RevenueProtectionIncidents

Service/Work Orders

DemandResponseSignals

AggregatedLoad

Functionality Summary

• Meter Data Collection– Collect data from various meter types and technologies

– Handle equipment changes including meter change outs

• Validation, Estimation and Editing– Industry standard rules to validate and estimate meter

data

– Sophisticated analysis tool for assessing and making any manual edits

– A framework to add additional rules via standard configuration

• Revenue Protection Monitoring– Revenue protection events are logged

– Profile comparisons

Functionality Summary

• Exception Management– Usage exceptions and Work Queues– Issue Service Orders

• Interfaces– Standard file and programmatic interfaces – Feature rich configuration tool for adding new interfaces

• Aggregation– Calculate complex billing determinants– Aggregations can also be performed for business processes:

settlement, forecasting, distribution planning, etc.• Reports

– Standard, parameter driven reports and report tools for configuring additional reports

• Auditing– Who made the change & when the change was made– Show changes to meter reads & meter attributes (before and

after)

Proven Solutions

• Key selection criteria

– Flexible solutions that will evolve with the market

– Solutions that support current and evolving technologies: Smart Meters, and Demand Response

– Making the correct software investment will ensure your solution works today and tomorrow

– Proven scalable products– Open Technologies

Will Ontario Utilities need a local operational data store?

• Realize the full potential of your Smart Meters– Issue AMI head-end system commands directly– Store and utilize interval data– Perform custom VEE – Store meter events– Perform Revenue Protection Analysis– Service Order Management– Perform in-house data analysis and

aggregation• Forecasting, Distribution planning, Etc.

– Maintain meter inventory and testing records

Solutions for Meter Data Management

Questions and Answers

Solutions for Meter Data Management

Thank You