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IEEE Energy Storage and Stationary Battery (ESSB)

Committee General MeetingFebruary 10, 2020

Doubletree Orlando SeaWorld

Welcome!

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Opening ESSB Committee House Business• Payment for Meetings if not Prepaid

– see Tom Carpenter• Safety Briefing from the Hotel• Formal Welcome/Introductions of Members & Guests

– see next slide for new members• Determine Quorum Exists for Committee Business• Approval of the Phoenix Meeting Minutes• Sign-in and Meetings Attendance Registration

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IEEE ESSB Committee New Members• Roger Kang

– HydroOne• Jim Hausser

– Performance Power• Yogesh Singh

– Nant Energy• Walt Wilcewski

– Phoenix Broadband• Dave Battle

– NDSL/Cellwatch

Congratulations and

Welcome to Official ESSB Committee membership!

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Log-In to Register Attendance• go to: imat.ieee.org• After sign-in, select:

– PE/ESSB WM2020

Note: You do not have to be an IEEE Member to register Attendance

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Log-In to Register Attendance (continued)• For ESSB General Meeting:

– PE/ESSB/MCATT Attendance

• Time bar will be Yellow when Sign-in is Available– Click Time Bar –

– It Will turn Green

• Exit

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Host Supporter/Sponsor: Next Era• A special note of thanks and appreciation is due to:

– Jeff Van Aaken

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Projector Sign-Out Process• Single point of contact will be Kurt Uhlir

– Text or call Kurt at (630) 606-3887– Email – kurt@standbypowersys.com

• If you are doing comment resolution you may use 2 projectors• Do not keep a projector overnight unless your WG has a session

first thing the next day – but advise Kurt if doing so– Return projector and all accessories when you are finished using it.

• All projectors are to be returned to Kurt (who will get them to their original owners) no later than Noon Friday at the wrap-up meeting

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IEEE ESSB Committee Officers– Curtis Ashton – ESSB Chair

Training Director, American Power Systems (Deka Services division)– Babu Chalamala – ESSB Vice Chair

Director, Energy Storage Technology and Systems, Sandia Labs– Steve Vechy – ESSB Secretary & PR/Marketing rep

Battery Consultant and Real Estate Agent – Tom Carpenter – ESSB Treasurer & Meeting Registrar

NERC/FERC Reliability Program Manager for TVA– Chris Searles – ESSB Past Chair (& ESCT co-chair)

National Director of Business Development, BAE Batteries USA– Jim McDowall – ESSB Standards Coordinator

Business Development Manager, Saft America

2019-2020 ESSB Officers:

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IEEE ESSB Committee Officers (cont.)– Executive Officers plus -– Brandon Bartling – Chair, SBEE Subcommittee– Rich Hutchins – Chair, DC Power & Related Systems (DCRS) Subcommittee– Dan Martin – Secretary, SBEE Subcommittee– David Franklin– Secretary, DCRS Subcommittee– Lesley Varga– Chair, Awards Committee – Ray Byrne – IEEE Fellows Coordinator– Paul Hectors – ESSB Webmaster– Charlie Vartanian – co-chair of Energy Storage Collaboration Team (ESCT)– Ralph Masiello - Tutorials

2019-2020 ESSB ExCom:

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Present ESSB StructureP2836

Reminder that WG OfficersNeed to be PES and SAMembers

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ESSB Master Level SubCommittees / WGs• SB (Stationary Standby Batteries)

– see following slide for all of its working groups• DCRS (DC Power & Related Systems)

– see slide to come for all of its working groups• ESCT (Energy Storage Collaboration Team)

– works with SCC 21 and others (SCC 21 chair is Mark Siira of ComRent) - see related slide• 1725 (Batteries in Laptops and CellPhones – Entity) – Chair: Eddie Forouzan (CTIA)• P2836 (Testing ESS-PV Charging Stations– Entity) – Chair: Shanshan Shi (China Grid)• 1881 (Stationary Battery Glossary) – Chair: Chris Belcher (CellWatch)• Nuclear Working Group – Chair: Sal Salgia (Exelon)• Codes Working Group – Chair: Bill Cantor (TPI Engineering)

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Stationary Standby Battery (SB) WGs• 450 (VLA Maintenance & Testing) – Chair: Jason Wallis (Enersys)

• 484 (VLA Installation) – Chair: Joe Stevens (Duke Energy)

• 485 (Lead-Acid Sizing & Selection) – Chair: Jim Midolo (Trojan/C&D)

• 535 (Nuclear Battery Qualification) – Chair: Bob Beavers (Sargent & Lundy)

• 1106 (NiCd Installation, Maintenance, & Testing) – Chair: David Hood (Saft)

• 1115 (NiCd Sizing) – Chair: David Hood (Saft)

• 1184 (UPS Batteries) – Chair: Bansi Patel (consultant)

• 1187 (VRLA Installation) – Chair: Eric Lehmann (C&D)

• 1188 (VRLA Maintenance) – Chair: Bill Cantor (TPI Engineering)

• P1189 (Battery Selection – Scope Expanded) – Chair: Jason Wallis (Enersys)

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DCRS Working Groups• P946 (DC Systems – Scope Expanded) – Chair: Haissam Nasrat (Primax)

• 1375 (Battery Electrical Protection) – Chair: Chris Belcher (CellWatch)

• 1491 (Battery Monitoring) – Chair: Dan Lambert (ZincFive)

• 1578 (Spill Containment) – Chair: Jeff Donato (EnviroGuard)

• 1635 / ASHRAE 21 (Battery Room Ventilation) – Chairs: Curtis A. & Deep G.

• P2405 (Utility Battery Chargers [from NEMA PE5]) – Chair: Art Salander (Hindle)

• 1657 (Battery Tech Qualification) – Chair: Curtis Ashton (Deka Services)

• P2685 (Engine Starting Batteries/ESS) – Chair: Rick Raczak (Caterpillar)

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ESCT Transitioned Working Groups• 1660 (Cycling Applications) – Chair: Chris Searles (BAE)• 1679 (Evaluating Emerging Battery Technologies) – Chair: Jim McDowall (Saft)

– 1679.1 (Characterizing/Evaluating Li-Based Batteries) – Chair: Mike Nispel (Phi Sci)– 1679.2 (Characterizing/Evaluating Na-Beta) – Chair: Andrew M. (FZSonick)– P1679.3 (Characterizing/Evaluating Flow Batteries) – Chair: Vish V. (PNNL)– P1679.4 (Evaluating Alkaline Batteries besides NiCd) – Chair: Dan Lambert (Zinc5)

• P2686 (Battery Management Systems [BMS]) – Chair: Dave Rosewater (Sandia)• 937 (PV Lead-Acid Installation & Maintenance) – Chair: Chris Searles (BAE)• 1013 (Standalone PV Lead-Acid Sizing) – Chair: Mark Siira (ComRent)• P1547.9 (Connecting ESS to the Grid – joint w/SCC21) – Chairs: Jim M. & Mike R.)• 1561 (Optimizing Lead-Acid Life in Hybrid Systems) – Chair: Curtis Ashton• 1562 (Standalone PV Array Sizing) – Chair: Mark Siira(ComRent)• 1661 (Testing Lead-Acid in Hybrid Systems) – Chair: Charlie Vartanian (PNNL)• BESS Tutorials – Chair: Ralph Masiello (Quanta)

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ESCT / SCC 21 (Transitioning) Working Groups• 1144 (NiCd PV Sizing – Inactive)• 1145 (PV NiCd Installation & Maintenance – Inactive)• 1361 (Lead-Acid Selection for Standalone PV – SCC21)• 1526 (Testing Standalone PV) – Chairs: M. Siira (ComRent) & C. Ashton (APS)

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IEEE Support Staff for ESSB• Michael Kipness – SA Program Mgr

– m.kipness@ieee.org• Shana Pepin – PES Technical Activities Program Mgr

– s.pepin@ieee.org• Dean Fiorino (d.fiorino@ieee.org) runs PES Resource Center

• LaToya Gourdine – Education (Webinars, Tutorials, etc.)– l.gourdine@ieee.org

• Phyllis Caputo - IEEE Smart Grid– p.caputo@ieee.org

• Shanon Nason - PES Awards– s.nason@ieee.org

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ESSB Website Links• ESSB Main Website• ESSB Members Website

– battery for the password• Legacy ESSB Private Area Website

– IEEE has had Problems with the Password Plugin and plans to shut down these old websites (in fact they are even having us transition our existing “active” site to a new WordPress template), so Please Move your Files to iMeet (CmteChairs & Secretaries)

• If you need to get access to move them and the password isn’t working (see about the “problems” above), contact Paul@powershield.com

• IEEE iMeet• IEEE myProject

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Summary on New/Old WebTools, + …• iMeet for Working Group Document Posting

– Get with DCRS or SBEE officers or Exec officers for help if needed• MyProject

– MyProject User Guide link & Vechy “interest” signup screenshots on ESSB site• Transitioned out of ListServ → MyProject, IMAT, and iMeet

– May Transition out of IMAT into 123Signup for meeting attendance?• Newer Committee Website:

– https://cmte.ieee.org/pes-essb• old URL addresses still get you there

– https://sites.ieee.org/pes-essb– http://www.ewh.ieee.org/cmte/PES-SBC

» Content Being Migrated from Here by Paul & WG Officers

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Show & Tell on new “Upgraded” MyProject• Michael Kipness – SA Program Mgr

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Latest Announcements , & Items up for ESSB “Members Only” Vote, or General Discussion

• “White Paper” Debunking “Benefits” of Lead-Acid Cell/Bloc Voltage Equalizing Devices?– Possibly Co-Sponsor with Battcon Technical Committee?

• Mike Nispel Presenting a Paper at Battcon this Year

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Re-Open (PAR) for 1635 / ASHRAE 21?(Battery Ventilation and Thermal Management)

• ASHRAE 21 Chair Deep Ghosh gave Presentation on the 2018 version at the 2020 ASHRAE conference– The most comments he got are that it needs to include some

guidance on temperature ranges (for HVAC system designers) for the various Li-ion chemistries

• This issue of including Li-ion also came up during last balloting, but we told them to mostly wait due to lack of gassing concerns under normal circumstances – maybe now is the time?

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Proposed PAR for Battery Enclosures(Eric Cogorno from Hindle)

• Proposed Title: – Standard for the Design of Prefabricated Outdoor Battery Enclosures

• Proposed Scope: – This standard specifies the characteristics of outdoor prefabricated battery

enclosures. These enclosures may house different variations of batteries, chargers and other ancillary dc equipment.

• Proposed Purpose: – The purpose of this standard is to provide requirements for the design and use of

prefabricated outdoor battery enclosures. These enclosures may house different variations of batteries, chargers and other ancillary dc equipment. Currently there are no existing standards for these types of applications. Stakeholders for this standard would include, but are not limited to, manufacturers, designers, system integrators and users in the utility industry.

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More Announcements , & Items up for ESSB “Members Only” Vote, or General Discussion

• Re-Organize with a 3rd Standards Committee– Move over “ESCT”-Owned Standards

• ES – Energy Storage

– This arrangement is preferred by our ESCT partner (SCC 21)

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Proposed New Structure Moves

P2836

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Proposed New Structure

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Volunteers (Voluntolds?) to Lead the ES SubCommittee

• Chair: – Mike Nispel

• Philadelphia Scientific

• Vice-Chair/Secretary:– Siu-Yee Ching

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Interest in Re-Opening Recently Re-Published PV Standards Because They Didn’t Get as

Thorough of a Review as is Typical• 937 (PV Lead-Acid Installation & Maintenance)• 1013 (Standalone PV Lead-Acid Sizing)• 1561 (Optimizing Lead-Acid Life in Hybrid Systems)• 1562 (Standalone PV Array Sizing• 1661 (Testing Lead-Acid in Hybrid Systems)

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KEPIC Summary & Status• Korean version of EPRI Proposes Translating Existing Korean Standards

as Base to Start Work on More Li-ion Battery Standards– Original Visit and Discussions at 2019 February Meeting– Request for 4, but we’re not interested in Class 1E Nuclear Li-ion Batteries

for now• Performance & Safety of Stationary Li-ion Batteries & Additional Equipment

– This may have some Overlap with IEEE 1679.1 (wait for translation)• Installation Design and Installation of Stationary Li-ion Batteries• Maintenance of Li-ion Batteries for Stationary Applications

– They’ll be coming back with either individual-based or Entity-based PARS• Advantage to us of Encouraging Individual PARS with ESSB involvement rather

than Entity-Based with Just Sponsorship

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Australian Battery Performance Testing Standard• Similar to KEPIC – They are Potentially Looking to Elevate this to

an IEEE Standard?– AS Standard coming out first, followed by Guide, and they want us

to “Endorse” (Through ourWorking Group and Individual Ballot processes) the latter first

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Another Item Up for “Members Only” Vote

• P&P for Entity-Based Working Groups Approved– Need a Vote Now on Reporting Rules

• iMeet Workspace– Posting of Drafts at Least 1 Month Prior to ESSB face-to-face mtgs

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Energy Storage Collaboration Team (ESCT)• Meeting tomorrow at 10:15 am

– anything else to add for now Charlie and Chris?

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P1547.9 (joint ESSB / SCC 21 Standard) Report

• Jim McDowall (and Michael Ropp?)

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ESSB Awards

Lesley Varga, Curtis Ashton, Mike Nispel, Charlie Vartanian

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IEEE Fellow• Jim McDowall

– Much thanks to Chris Searles, Babu Chalamala, Ray Byrne, and Lesley Varga!

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Ramkumar Family Awardfor Renewable Energy Excellence

• Babu Chalamala– Suggested by his Colleagues at Sandia/DOE

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Working Group Awards• 1679.1 individual awards

– Presented by Mike Nispel

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Working Group Awards• 1661 individual awards

– Presented by Charlie Vartanian

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ESSB ExCom/AdCom Chair Reports1. ESSB Treasurer’s Report – Tom Carpenter

2. Standards & Codes Working Group – Randy Schubert

3. PES Tech Council Update – Babu Chalamala

4. SB Subcommittee Report – Brandon Bartling

5. DCRS Subcommittee Report – Rich Hutchins

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IEEE PES ESSB Committee Financial ReportCategory people Income Expense Balance Comments

Phoenix mtg 134$40,0750 $14,638 $25,436

CenturyLink facilities eliminated A/V expenses & reduced F&B expenses; $5k support from Salt River Project

cruise 94 15 were not Meeting attendees

Santa Fe mtg 108 $27,273 $32,878 $5,604 Significantly reduced registration fee; $3k support from Sandia; Lunch (~$4k) from PNM

Orlando mtg 108 $29,300 $893 $28,407 thru 1/31 - doesn't include any payments for A/V or F&B; $5k support from NextEra

Sonoma mtg $1,000 $1,000 $1k deposit in Jan ($4k due in March); (hoping for EnviroGuard support)

General Funds

$42,704 $5,985 $36,718$13,042 from Jun ‘17 ($8k from TVA); $16,770 from Jan ‘18 ($5k from Saft); $11,440 from Jun ‘18 ($5k from Hoeppecke); other income from account interest; $5,172 for KEPIC trip; Other expenses mainly ESSB signs, IEEE audit, & $100 memorials for Fletcher, Reber & Bolgeo

1/30 Balance $139,352 $55,394 $83,958

Note: we are being randomly audited

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2020 T&D (April 20-23, Chicago) & PES GM (August 2-6, Montreal)

ESSB Tutorials and Panel Sessions

Babu Chalamala

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Other ESSB Tutorials• ASU (Arizona State), APS (Arizona Public Service), and AZ

Corporation Commision Staffers? on March 20th

• DOE Outreach to Various State Regulators mainly using Sandia and PNNL– Recent one in Nevada

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Additional Reports & New Business

• Next Meeting Tech Symposiums1. ????2. ????

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First Batch of ESSB Presentations for PES Resource Center• Peer Review Team

– Chris Belcher, Rachel Wood, John Eddins, Mike Nispel, and Rich Hutchins

• Coordinated by Curtis• Then we have to get Copyright signoff from the original

author(s)– Does not restrict original authors’ right to use the material,

just allows IEEE to use their material• Then “we” have to put it in the IEEE PES Template• Let us know if you think it needs IEEE Legal Review• Technical Reports

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List of Some Potential Presentations from 2019Title Author

Batteries & Energy Storage: Values for Electric Utilities BruntonNEC UL 9540A Testing and Results NEC Energy SolutionsEnergy Storage for Voltage Smoothing in Distribution w/ High PV David RosewaterNFPA 855, UL9540 and UL9540A Jose MarreroEnergy Storage and Renewables Jim McDowallEnergy Storage for PV Systems Rob RalloRenewable Energy with Energy Storage Systems David FranklinValue-based Maintenance for Nukes Dan MartinTelecom Battery Maintenance Curtis Ashton

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List of Some Potential Presentations from 2018Title Author

Code compliance for Stationary Battery Systems SchubertCodes and Standards for ESS D ConoverLithium Battery Issues in a Stationary Environment Rafter & McDowallTransmission Engineering J HoustonLithium Operating Issues in a Stationary Environment J McDowallParticipation in NFPA (SCC-18) B Cantor

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List of Some Potential Presentations from 2017Title Author

Energy Storage Tutorial MultipleData Interpretation R TresslerData Analysis J PolenzInter Cell Connection Resistance and batery capacity test data S SalgiaEnergy Storage - The Future Babu, Byrne, & Borneo

DC Arc Flash Analysis Fundamental Concepts and Standards R VeeraraghavanDC Arc Flash D FranklinUnderstanding Chargers Contribution to DC Arc Flash R Hutchins

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List of Some Potential Presentations from 2016Title Author

Replacing 1E Batteries and Murphy's Law CaseyCommon Problems with Testing SalgiaIEEE presentation on battery technology BaileyWhat can go wrong with a capacity test PolenzPractical Testing Issues BeaversPerformance Testing Lead Acid Stationary Batteries TresslerUsing Battery Modeling as a sizing tool Jim McDowallLead Acid Battery Modelling Frank GarciaIntro to IEEE 450 Annex J battery model Paul HectorsPSOC operation Curtis AshtonLithium-ion batteries in PSOC operation Jim McDowallCharging VRLA Batteries Dan Lambert

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List of Some Potential Presentations from 2015Title Author

Understanding Li-ion Jim McDowallLithium ion in stationary battery applications Jose MarreroDC System Failure Modes (Utility) Kurt UhlirDC System Failure Modes Part 1 Allen ByrneDC System Failure Modes Part 2 Allen Byrne & Curtis AshtonDC System Failure Modes Part 3 Allen Byrne & Curtis AshtonA Guide to Lithium ion safety Jim McDowall

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List of Some Potential Presentations from 2014Title Author

Generation Station Reliability ClarkRedundancy Configurations for UPS PolenzStation DC Grid Protection Redundancy GeorgeTelecom Redundancy AshtonRedundancy and Paralleling of UPS Batteries LambertGround Fault Detection MarreroBattery Charger Technologies Murad Daana & Rich HutchinsBattery Charging Bruce FountainDisasters Steve ClarkProper Intermittent Charging Curtis AshtonExtended Battery Operation BrookhavenThe Mysteries of Battery Charging Related to UPS Applications Ed Rafter

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List of Some Potential Presentations from 2013Title Author

VRLA Battery Failures and Replacements Rick TresslerActivation Energy and Life Predictions Al WilliamsonDC arc flash presentation Bill Cantor & Steve McCluerHelping The User While Transitioning to New SDS Curtis AshtonVRLA Battery Lifetime Fingerprints Bart CottonInternal Resistance Testing Rick TresslerGuideline for the Interpretation of Battery Diagnostic Readings Schmitt and ColeOhmic Measurements Ed AmatoBattery Monitoring by Internal Ohmic Measurements Wayne JohnsonOhmic Measurements Bill CantorCharge Ripple Effect on Lead-Acid Batteries Mike NispelMore about Ripple? Curtis Ashton

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List of Some Potential Presentations from 2012

Title AuthorExtended Duty Cycles Larry Carson, Phyllis Archer, Al WilliamsonInterpreting Capacity Test Results Surendra SalgiaArc Flash - Stationary Batteries Bill CantorDC in NFPA70E Tom Carpenter

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List of Some Potential Presentations from 2011Title Author

Catastrophic Failures Rick TresslerCatastrophic Failures Pete DeMarDevelopments in Energy Storage Technologies Jim McDowallIntroduction on NaMx Batteries Troy ChatwinSophistication Versus Simplicity, System Design Considerations for Li Ion Jim McDowallWhat about Ripple? Curtis AshtonAC Ripple Effect on Batteries Allen ByrneAC Ripple Effect on Batteries William CantorAC Ripple Effect on Lead-Acid Batteries Mike NispelExtended Duty Cycles Kyle FloydExtended Duty Cycles Chris Searles

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List of Some Potential Presentations from 2008-09Title Author

Dryout & Thermal Runaway Pete DeMarVRLA Rehydration Kurt UhlirBattery Charging Regimes Ed RafterDC Ripple Mark TownsendLithium-ion Technology Jim McDowallLithium-ion Construction Mike NispelLithium Batteries in Telecom Networks Curtis AshtonLithium-Sulfur Technology John KoperaVRLA Corrective Actions Pete DeMar

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List of Some Potential Presentations from 2006-07Title Author

Ohmic Meter Comparisons Pete DeMarCurrent Monitoring Steve ClarkGround Fault Detection Jose MarreroGround Fault Detection Procedure Jose MarreroLithium-ion basics Jim McDowallNickel-Metal Hydride Technology John KoperaFuel Cells Jerry MeyersUltracapacitors for Short-Duration Backup Curtis AshtonFloat/Charging Current Jose Marrero

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Next Meetings• Open to any participant (you don’t have to be member)

– Summer 2020 (June 15-19): • Sonoma County California, USA• Doubletree, Rohnert Park

– Winter 2021:• Organized by Southern Company in Alabama?

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Summer 2020 Meeting Additional Info• DoubleTree Hilton Sonoma – Wine Country

– 1 Doubletree Dr, Rohnert Park, CA• Telephone: +1 707 584 5466• Fax: +1 707 586 4606

– $179/night ($158 Gov’t rate)• Rate valid Sunday night as well• Book by May 15, 2020

• Approx. $30 for 1 hr shuttle ride from SFO or OAK if you don’t want to rent a car, or pay high Uber/Lyft/Taxi fares– Local Santa Rosa airport, but $ to fly there

• DoubleTree by Hilton Sonoma Wine CountryWelcome to the

• Meet, reconnect and network in the expansive lobby space

• Enjoy the flavors of wine country without leaving the hotel! Offering Sonoma wine tasting flights and the chef’s utilize locally sourced foods whenever possible.

Area map with points of interest and things to do. Central in Sonoma County, 30 minutes to the coast and access to 450+ wineries

Summer in Sonoma County is beautiful. Grape Vines are full, the area activities are at their prime offering something for everyone.

• Hot air balloon rides over the valley

• Winery tours and tasting rooms

• Cycling on our vineyard lined

• Walk, Cycle or Drive through the majestic Redwoods at Armstrong Woods State Park

• Golf the Redwoods surrounded Northwoods Course

• Kayak the Russian River to catch a sunset at the coast

• Safari West offers a very unique experience

62Schedule ReviewDATE TIME Nautilus/A (mostly ES) Harbor C (mostly SB) HarborB (mostly DCRS)

Monday2/10/2020

10am - noon Ground Faults1:30-5:30pm General Mtg5:30-6:30pm AdCom

Tuesday2/11/2020

8am - 9:45 DC Arc Flash10:15 - noon ESCT 535 (Nuke Batteries) 1187 (VRLA install)1:30-5:30pm P1679.3 (Flow) 1184 (UPS) 1375 (Protection)

Wednesday2/12/2020

8am - noon P1679.4 Alkaline) open? P2685 (EngineStarting ESS)1:30-5:30pm P2686 (BMS) Nuclear WG

6:30-8:30pm Social (on Terrace)

Thursday2/13/2020

8am - 9:45 open? 1184 (UPS) 1491 (Battery Monitoring)10:15 - noon 1660 (Cycling) open?

1:30-5:30pm P1189 (Selection) 485 (Lead-Acid Sizing) P2405 (Utility Chargers)

Friday2/14/2020

8am – 9:45 Safety Codes(until 3:30)

open? 1491 (Battery Monitoring)10:15 - noon 1881(Glossary)

noon - 1pm Wrap-Up Mtg

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Copyright and Patent Slides• We’ve been Doing the Patent

Slides Before Every Working Group Meeting

• There are now New Requirements for Copyright Slides as well– See next few slides

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IEEE-SA Copyright Policy - Contributions• Contribution: any material that is presented verbally or in a

recorded or written form (e.g. text, drawings, flowcharts, slide presentations, videos) in any IEEE standards development activity– All submissions to IEEE Standards development are Contributions– What does this mean

• Any material you submit is intended to be considered by the Working Group to which it was submitted

• The Working Group decides whether to include the material in the IEEE SA Work Product (e.g., draft standard)

• Once submitted, IEEE has a license to use the material

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When Do You Need to Obtain Permission?• If the Contribution was previously Published

– Assist the Working Group Chair in obtaining permission from the copyright owner for use by IEEE prior to submitting the material for distribution/presentation to the Working Group or including the information in the draft IEEE standard

– “Published” means material for which a claim of copyright is apparent (e.g., the presence of the copyright symbol ©; an explicit statement of copyright ownership or intellectual property rights; stated permission to use text; a text reference that indicates the insertion of text excerpted from a copyrighted work; or a visual indication of an excerpt from another work, such as indented text)

– Note that information that can be accessed at no cost on the web usually has copyright assertion as part of the web page or Terms and Conditions of the website, even when a claim of copyright might not be shown on specific material

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When to Obtain Permission (Continued)?• Participants are free to discuss any information they believe is pertinent to

the work of the Working Group– However, verbal Contributions, once documented, are subject to Copyright Law,

so if verbal submissions contain excerpts from previously Published material, permission may be required before it can be included in the draft standard

• An example is reading a definition from previously Published material• If there is any doubt, assist the Working Group Chair in requesting permission

– IEEE Permission Request and Response Form Templates are available (https://standards.ieee.org/develop/stdsreview.html) and are to be used whenever requesting permission

– If the copyright owner does not use the Response Form as is (i.e., if there are modifications to the form or another form is used), IEEE Staff (stds-copyright@ieee.org) has to approve the permission response prior to incorporating the material in the draft IEEE standard

67

When Do You Need Authorization or Consent?• If the Contribution was not previously Published and there are restrictions on it

– Participants are responsible for determining whether they can disclose information and for obtaining consent/authorization to submit the Contribution

• Check with your employer/affiliation whether you are permitted to submit Contributions if your employment contract or consultant contract stipulates that materials you create in the standards development activity are owned by your employer/affiliation

• Determine whether there are regulatory restrictions on the material• Consult with parties to obtain consent for the submission if the material is under

nondisclosure (Contributions cannot be marked as Confidential)• Request additional review if the material may include trade secrets or other material

that should not be disclosed– Once you have authorization, by submitting the Contribution you automatically grant IEEE

a license, as stated in the IEEE SA Copyright Policy– Copyright ownership of the original Contribution is not transferred or assigned to IEEE

68

When Do You Not Need Permission, Authorization or Consent?• If the Contribution is owned by you without restrictions

– By submitting the Contribution you automatically grant IEEE a license– Copyright ownership of the original Contribution is not transferred or assigned to IEEE

• If the Contribution does not have copyright attached to it– Provide an explanation, and if possible, proof of this to the WG chair

• e.g., if copyright expired

• If the Contribution has been placed in the Public Domain– Provide location of any assertions that the material has been placed in the Public Domain

• If the Contribution was obtained subject to a license permitting its use– Submit the license to stds-copyright@ieee.org to determine if use is acceptable

• You do not need permission to access and show material that is publicly available (if lawful) without needing access rights or an account– Permission is still needed for inclusion in the draft standard

69

Instructions for Chairs of Standards Development Activities• At the beginning of each standards development meeting the chair or a

designee is to:– Show the following 2 slides (or provide them beforehand)– Advise the standards development group participants that:

• IEEE SA’s copyright policy is described in Clause 7 of the IEEE SA Standards Board Bylaws and Clause 6.1 of the IEEE SA Standards Board Operations Manual

• Any material submitted during standards development, whether verbal, recorded, or in written form, is a Contribution and shall comply with the IEEE SA Copyright Policy

– Instruct the Secretary to record in the minutes of the relevant meeting: • That the foregoing information was provided and that the copyright slides were

shown (or provided beforehand)

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IEEE-SA Copyright Policy (page 1)• By participating in this activity, you agree to comply with the IEEE

Code of Ethics, all applicable laws, and all IEEE policies and procedures including, but not limited to, the IEEE SA Copyright Policy– Previously Published material (copyright assertion indicated) shall not

be presented/submitted to the Working Group nor incorporated into a Working Group draft unless permission is granted

• Prior to presentation or submission, you shall notify the Working Group Chair of previously Published material and should assist the Chair in obtaining copyright permission acceptable to IEEE SA

– For material that is not previously Published, IEEE is automatically granted a license to use any material that is presented or submitted

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IEEE-SA Copyright Policy (page 2)• The IEEE SA Copyright Policy is described in the IEEE SA Standards Board

Bylaws (Clause 7), and IEEE SA Standards Board Operations Manual (Clause 6.1)– https://standards.ieee.org/about/policies/bylaws/sect6-7.html#7– https://standards.ieee.org/about/policies/opman/sect6.html

• IEEE SA Copyright Permission– https://standards.ieee.org/content/dam/ieee-standards/standards/web/documents/other/permissionltrs.zip

• IEEE SA Copyright FAQs– http://standards.ieee.org/faqs/copyrights.html/

• IEEE SA Best Practices for IEEE Standards Development – http://standards.ieee.org/develop/policies/best_practices_for_ieee_standards_development_051215.pdf

• Distribution of Draft Standards (see 6.1.3 of the IEEE SA Standards Board Operations Manual)– https://standards.ieee.org/about/policies/opman/sect6.html

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Summary & Open for Q&AAny Questions

from the Floor? Any Outstanding

Old Business?Any New

Business?

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Motion to Adjourn