Engineering topics

Widergren, Steven E.

Publications and source records attributed to Widergren, Steven E..

At least 19 records

DOE OSTI2024

Transactive Energy Practices Survey

For nearly two decades, the idea of using market-based approaches in field deployments that coordinate the flexible operation of electricity customer assets has occupied the efforts of transactive energy practitioners. While the purported benefits of this distributed decision-making approach encourage transactive energy designs have been well explored, the practical aspects of implementing such a system to address real-world problems are just beginning to emerge. This report surveyed 24 field-deployed programs and interviewed experts instrumental in these deployments. The results of the survey and interviews reveal the diversity of designs and applications. They highlight the technical promise of the approaches as well as challenges with system integration, sustainable business strategy, and regulatory policy obstacles. Insights from the survey offer considerations to direct future effort and investment.

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DOE OSTI2024

Guide to Developing Energy Services Interfaces

This document provides guidance to develop communications interfaces that are highly interoperable and adhere to a set of energy services interface (ESI) principles. It can be applied in the context of information and communications technology interface standards and implementation profiles that enable the integration of a facility with responsive distributed energy resources (DER) into an electric power system consistent with the fundamental ESI principles. In this context, a DER facility may consist of a single DER with a communicating controller or may be as complex as a microgrid campus with several buildings and many DERs. This document is not a technical interface standard, but the requirements described can be used to check that existing, augmented, or new interface standards meet the interoperability requirements of the ESI concept. In this way, this guide for the ESI specification can support future advancements in developing interoperability standards and implementation profiles. The intended audience for this document is DER integration practitioners and ecosystem groups that are in the business of developing and implementing communications interfaces for DER integration. It is intended that these groups apply the information and processes in this document to develop communications standards and implementation profiles that are consistent with fundamental ESI principles.

2030.5↗

DOE OSTI2023

Transactive Energy Communications Interface Standards Landscape

Transactive energy represents distributed, optimal-seeking coordination approaches for managing the operation of large numbers of energy-related devices and systems. The concept assumes intelligent agents interact with other agents on behalf of their owners to balance the supply and demand of energy and coordinate other operation services in an electric system. They do this by exchanging value signals for services in near-term and forward time periods using market mechanisms. The technique is particularly applied to coordination of flexibility in operating distributed energy resources. The integration of large numbers of devices requires that they be able to connect and interoperate easily and reliably. Given the many technologies and solution providers integrating products, communications interfaces based on clear, unambiguous specifications with supporting tests require standardization and adoption by the community of system integrators. This report reviews the state of communications interface standards that show promise for transactive energy approaches to the coordination of distributed energy resources. It reviews promising standards to highlight challenges and gaps. It offers structured comparisons between standards and the features offered by their ecosystems of participants.

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DOE OSTI2023

Common Grid Services: Terms and Definitions Report

This document is prepared as part of the Department of Energy’s Grid Modernization Laboratory Consortium (GMLC) 2.5.2 project, whose goal is to develop and socialize a common set of grid service definitions relevant to grid-related interactions with distributed energy resources (DER: responsive generation, storage, and loads) and to advance the concept and requirements of the Energy Services Interface (ESI) to the point of launching related interface standards and guides that can be implemented in communication protocols and business process definitions. The notion of grid services is associated with the definition of an ESI because a key principle of the ESI is that it permits coordination between grid operators and DER facilities in a way that is service-oriented with an understanding of performance expectations. The project investigated the current state of North American grid service definitions from various market operators and utilities, as well as the Federal Energy Regulatory Commission and the North American Electric Reliability Corporation, actively used today (Liu et al. 2022). This document builds on that work to propose terms and definitions for a set of grid service types that address operational objectives commonly found in power system operations. These grid service types derive from existing grid services used in bulk electric market operations, recognizing that each operational authority uses somewhat different names with variations on service performance parameters. Finding commonality at the wholesale or bulk system operation level will hopefully engender progress in seeking agreement on grid services for DER engagement at the distribution level in the emerging retail marketplace.

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DOE OSTI2023

Taming the wild edge of smart grid – Lessons from transactive energy market deployments

For two decades, the idea of using market-based approaches in field deployments that coordinate the flexible operation of electricity customer assets has occupied the efforts of transactive energy practitioners. While the purported benefits of this distributed decision-making approach have been well explored, the practical aspects of implementing such a system to address real-world problems are just beginning to emerge. This report surveyed 24 field-deployed programs and interviewed experts instrumental in these deployments. The results of the survey and interviews reveal the diversity of designs and applications. They highlight the technical promise of the approaches as well as challenges with system integration, sustainable business strategy, and regulatory policy obstacles. Insights from the survey offer considerations to direct future effort and investment.

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DOE OSTI2022

DSO+T: Expanded Study Results DSO+T Study: Volume 5

The Distribution System Operator with Transactive (DSO+T) study investigates the engineering and economic performance of a transactive energy retail market coordinating a high penetration of customer-side flexible energy assets. The study seeks to answer whether such an implementation is cost effective for customers, recovers sufficient revenue for DSOs, and is equally applicable and beneficial to a range of flexible asset types, renewable generation scenarios, and market assumptions. This report volume provides a detailed set of results for the DSO+T study extending results presented in Volumes 1, 2, and 4. The engineering and economic performance of the transactive energy scheme is presented for two separate flexible asset deployments: flexible loads (HVAC units and residential water heaters) and behind-the-meter batteries. The results of each transactive case are compared to a business-as-usual case. These cases are subject to two different renewable generation scenarios, a moderate renewable generation scenario, representative of current levels of renewable generation deployment, and a future high renewables scenario, including the increased deployment of rooftop solar photovoltaic and electric vehicles. The transactive coordination scheme is shown to produce effective and stable control and decrease peak loads 9–15%. The resulting annual demand flexibility provides net economic savings of $3.3–5.0B per year for a region the size of Texas. Detailed analysis shows that net benefits were seen for a range of distribution system operator, customer, and flexible asset types. Both participating customer (with transactive flexible assets) and nonparticipating customers (with nonflexible assets) see reductions in annual utility bills and net annual energy expenses in the range of 10–16%.

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DOE OSTI2022

Large-Scale Simulation of Regional Demand Flexibility Implementation and Customer Economic Impact

The Distribution System Operator with Transactive (DSO+T) study conducted a large-scale simulation of over 60,000 customers in a region the size of Texas to demonstrate the effective coordination of distributed energy resources (DERs) in commercial and residential buildings. The integrated simulation included both the bulk (wholesale generation and transmission) and distribution systems. The DERs (including batteries, electric vehicles, air conditioning, and water heaters) participated in a transactive energy retail market that was integrated into an existing competitive wholesale market. The engineering and economic performance of the resulting demand flexibility was evaluated over annual simulations for both moderate and high renewable generation scenarios. A detailed parametric cost model was developed to enable detailed economic analysis of key stakeholders. In addition, fixed and dynamic customer tariffs were designed and applied to the customer population. This allowed the impact on annual customer bills to be analyzed for various building types (residential versus commercial; single- versus multi-family). This paper presents results showing the relative flexibility of batteries, electric vehicles, and building loads throughout the year and under different renewable scenarios. This feeds a detailed breakdown of the impact this flexibility has on the operating costs of the grid and the resulting net economic benefit. Finally, the study showed that practically all customer classes (including non-participating customers) save money under the proposed demand flexibility scheme. The study found overall net annual economic savings of $3.3-5.0B for a region the size of Texas equating to average customer bill savings of 10-16%.

Reeve, Hayden M.↗

DOE OSTI2022

Flexible allocation of energy storage in power grids

Methods and apparatus provide flexible allocation and regulation of scheduled energy transfers between energy storage devices (“batteries”) and a power grid. Piecewise mappings having at least one sloping segment enable gradual variations in scheduled energy transfers as cleared values of a medium of energy exchange deviate from predicted values of the medium of energy exchange. Thereby deviations from a battery's predicted energy transfer schedule can be reduced, and overall smoother operation of a power grid can be achieved. Two sloping linear segments can be separated by a dead band, a portion of the mapping in which the scheduled energy transfer amount is invariant. A dead zone can increase the likelihood of a battery meeting its predicted schedule.

Bhattarai, Bishnu P.↗

DOE OSTI2022

Distribution System Operator with Transactive (DSO+T) Study: Volume 1 (Main Report)

The Distribution System Operator with Transactive (DSO+T) study investigates the engineering and economic performance of a transactive energy retail market coordinating a high penetration of customer-side flexible energy assets. The study seeks to answer whether such an implementation is cost effective for customers, recovers sufficient revenue for DSOs, and is equally applicable and beneficial to a range of flexible asset types, renewable generation scenarios, and market assumptions. Using a highly interdisciplinary co-simulation and valuation framework, this assessment encompasses the entire electrical delivery system from bulk system generation and transmission, through the distribution system, to the modeling of individual customer buildings and flexible assets (including heating, ventilation, and air conditioning [HVAC] units, water heaters, batteries, and electric vehicles). The study exercises a transactive energy retail market coordination scheme designed to integrate with an existing day-ahead and real-time competitive wholesale electricity market. Software decision-making agents are designed for the retail market operator as well as various price-responsive flexible assets. The engineering and economic performance of the transactive energy scheme is studied for two separate flexible asset deployments: flexible loads (HVAC units and residential water heaters) and behind-the-meter batteries. The results of each transactive case are compared to a business-as-usual case. These cases are subject to two different renewable generation scenarios, a moderate renewable generation scenario, representative of current levels of renewable generation deployment, and a future high renewables scenario, including the increased deployment of rooftop solar photovoltaic and electric vehicles. The transactive coordination scheme is shown to produce effective and stable control and decrease peak loads 9–15%. The resulting annual demand flexibility provides net economic savings of $3.3–5.0B per year for a region the size of Texas. Detailed analysis shows that net benefits were seen for a range of distribution system operator, customer, and flexible asset types. Both participating customer (with transactive flexible assets) and nonparticipating customers (with nonflexible assets) see reductions in annual utility bills and net annual energy expenses in the range of 10–16%.

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DOE OSTI2022

DSO+T: Transactive Energy Coordination Framework (DSO+T Study: Volume 3)

This report describes a transactive energy coordination scheme designed to integrate into existing day-ahead and real-time wholesale energy markets. This scheme was evaluated in the Distribution System Operator with Transactive (DSO+T) study to assess the engineering and economic performance of the transactive energy coordination of a large-scale deployment of distributed energy resources (DER). Transactive agents were developed for a range of DERs (heating, ventilation, and air conditioning units, water heaters, batteries, and electric vehicles) that optimize flexibility over a 48-hour horizon and adjust their strategy in response to changes in real-time prices. A transactive energy coordination scheme, executed by a DSO retail market operator, aggregates these DER bids from participating customers and clears them against a DSO supply curve using a double auction market mechanism. The process of constructing the price-quantity DSO supply curve includes distribution-level transportation constraints (for example, substation congestion limits) and forecast locational marginal price of the DSO’s connected transmission node. The resulting day-ahead and real-time quantities are then bid into a competitive wholesale market operated by an independent system operator. This report also details additional capabilities for proper marketplace simulation such as wholesale price, weather, and load forecasting. The report concludes with a discussion of lessons learned and key design features required to ensure successful operation.

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DOE OSTI2021

Blockchain Smart Contract Reference Framework and Program Logic Architecture for Transactive Energy Systems

This paper proposes a reference framework for a transactive energy market based on blockchain. The framework was designed based on the engineering requirements of a distribution-scale market; including participant needs, expected market transactions, and the cybersecurity constructs required to support a fair, secure and efficient market operation. It leverages the existing blockchain primitives to provide clear value propositions to the transactive market, including identity management (access control), data security (integrity), resiliency (decentralization, scalability and performance). The validity of the proposed framework is demonstrated using a real-time 5-min double-auction market. The results highlight its benefits while providing strong validation of applicability to blockchain within transactive energy systems.

Gourisetti, Sri Nikhil Gupta↗

DOE OSTI2021

Local Electricity Markets

This book provides a thorough, yet concise, review on the current status of LEM development all around the world, including the most promising research models and opportunities that are being proposed; an overview of the regulatory issues on the different Continents a discussion on the current infrastructure (both hardware and software) that is implemented and that is expected to facilitate the implementation and wide spread application of local energy markets (e.g., resulting from the investments already made in SG deployment); a review of current applications and practical implementations of LEMs; and a wrap-up and discussion on the most relevant paths for future research and development in this field of study.

day-ahead market, peer-to-peer, bilateral market, ↗

DOE OSTI2020

Reference Interoperability Procurement Language

Achieving interoperability involves reaching agreement on common interfaces and promoting interoperability through performance specifications. Effective integration practices are a simple, effective, and direct way of addressing the challenge. By deciding on an integration approach with well-defined interfaces and selecting systems and devices that conform to that approach and choosing integrators that have experience implementing the chosen approach, many problems can be avoided. No integration effort is seamless but by specifying interoperability requirements during the procurement process typical problems from ad hoc approaches can be avoided or reduced. By continuing this approach to its conclusion at the end of the procurement process, these same interoperability requirements may lead themselves to specified performance criteria that can be used to measure interoperability during implementation. The contractual language may contain performance incentives and penalties tied to these requirements as appropriate.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2020

Interoperability Maturity Model

This document presents the relevant concepts for specifying criteria that support a grid modernization strategic vision for interoperability. It focuses on the ways to assess levels of interoperability. The assessment of interoperability needs to clearly show the relationship to interoperability and provide the necessary data to create a roadmap for how to improve interoperability. A key point to understand is that interoperability has several crucial elements, any of which may have areas for improvement. To measure interoperability, it is helpful to focus on specific areas based on the objectives of the stakeholders that are initiating the desired interoperability advancement. The measurement tool for interoperability allows the measurement tool and the area to which it is being applied to be segmented and applied in various ways. The measurement tool is based on, and developed from, the GridWise® Architecture Council’s (GWAC’s) Beta release of its Interoperability Maturity Model (GWAC 2011). As such, it represents an evolution of that approach, so the working name used in this document is IMM.

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DOE OSTI2020

Interoperability Maturity Roadmap Methodology, V1.3

The Interoperability Roadmap Methodology document supports the U.S. Department of Energy (DOE) Grid Modernization Laboratory Consortium (GMLC) Interoperability Project’s efforts to advance interoperability as an essential component for the successful and more seamless integration of intelligent, communicating technologies into the electric power system. This proposed methodology supports the strategic approach to advance interoperability described in the GMLC Interoperability Project’s Interoperability Strategic Vision: Enabling an Interactive Grid. That document proposes engaging an ecosystem of businesses interested in integrating smart technology with the electric power system to develop an interoperability roadmap using a methodical approach. This roadmap methodology is to be applied to technology integration ecosystems (e.g., electric vehicles, photovoltaic inverters, or automated buildings), using tools that measure the state of interoperability today, to identify the gaps and challenges that can be overcome to improve interoperability, and thereby, simplify the integration process.

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DOE OSTI2019

Blockchain Smart Contracts for Transactive Energy Systems

This report demonstrates the impact of blockchain technology underlying a transactive energy system and articulates details and principle components of each of five stages in a transactive energy system. This report depicts the engineering requirements of a sample market system, blockchain features, and the relationship between those requirements and features (Section 2.2). Clear value propositions of blockchain features for transactive energy systems are: identity management, security of data, resiliency, decentralization and smart contract trustworthiness, performance, integrity in a trustless environment and access control. Due to the immutability afforded by blockchain architecture, increased data fidelity could potentially help detect targeted cyber-attacks and increase resiliency of grid integration. A distributed system can be more fault tolerant and enable transactive energy by supporting machine-to-machine transactions that can be integrated directly into complex grid operations without the need of trust in a third party. Energy auctions, and potentially registration processes, can be carried out according to transparent rules implemented as smart contracts (Section 4.0). In this current experiment, we ran a use-case/table-top exercise that imitated a real-time 5-min double auction market. The objective of this demonstration is to investigate the applicability of blockchain with transactive energy systems (Section 3.0).

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DOE OSTI2019

The Plug-and-Play Electricity Era: Interoperability to Integrate Anything, Anywhere, Anytime

The advent of the information age continues to transform the mechanics of integrating electric power devices and systems from coordinated operations based purely on the physics of electric power engineering to an increasing blend of power with information and communications technology engineering. Integrating electric system components is not just about attaching electric power wires but requires the connection of computer-based automation systems and their associated sensing and communications equipment. The architectural impacts are significant. Well-considered and commonly held concepts, principles, and organizational structures have been emerging to address the complexity of the integrated operational challenges that drives our society to expect more flexibility in configuring the electric power system, while simultaneously achieving greater efficiency, reliability, and resilience. Architectural concepts such as modularity and composability contribute to forming structures that enable the connection of power system equipment characterized by clearly-defined interfaces that consist of physical connections and cyber connections. Overall, the result of successful integration of the components of the electric power system is interoperation; the discipline that drives the integration to be simple and reliable is the topic of interoperability.

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DOE OSTI2018

Transactive System: Part I: Theoretical Underpinnings of Payoff Functions, Control Decisions, Information Privacy, and Solution Concepts

The increased penetration of renewable energy has significantly changed the conditions and the operational timing of the electricity grid. More flexible, faster ramping resources are needed to compensate for the uncertainty and variability introduced by renewable energy. Distributed energy resources (DERs) such as distributed generators, energy storage, and controllable loads could help manage the power grid in terms of both economic efficiency and operational reliability. In order to realize the benefits of DERs, coordination and control approaches must be designed to enable seamless integration of DERs into the power grid. Transactive coordination and control is a new approach for DER integration, where individual resources are automated and engaged through market interaction. Transactive approaches use economic signals—prices or incentives—to engage DERs. These economic signals must reflect the true value of the DER contributions, so that they seamlessly and equitably compete for the opportunities that today are only available to grid-owned assets. Value signals must be communicated to the DERs in near-real time, the assets must be imbued with new forms of distributed intelligence and control to take advantage of the opportunities presented by these signals, and they must be capable of negotiating and transacting a range of market-driven energy services. The concepts of transactive energy systems are not new, but build upon evolutionary economic changes in financial and electric power markets. These concepts also recognize the different regional structures of wholesale power markets, electricity delivery markets, retail markets, and vertically integrated service provider markets. Although transactive energy systems are not revolutionary, they will be transformational in their ability to provide flexibility and operational efficiency. A main goal of this research is to establish useful foundation for analysis of transactive energy systems and to facilitate new transactive energy system design with demonstrable guarantees on stability and performance. Specifically, the goals are to (1) establish a theoretical basis for evaluating the performance of different transactive systems, (2) devise tools to address canonical problems that exemplify challenges and scenarios of transactive systems, and (3) provide guidelines for design of future transactive systems. This report, Part 1 of a two part series, advances the above-listed research objectives by reviewing existing transactive systems and identifying a theoretical foundation that integrates payoff functions, control decisions, information privacy, and mathematical solution concepts.

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