Solutions for
Meter Data Management
Layne Nelson
Product Manager
LODESTAR Corporation
Copyright © 2005 LODESTAR Corporation - All Rights Reserved
Copyright ©2007 LODESTAR Corporation – All rights reserved
LODESTAR Corporation - Confidential and Proprietary
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
Distribution
Planning
Pricing
Forecasting
Web based
Customer
Care
Billing
Meter Data Repository
Meter Data
Settlement
What is Meter Data Management?
A system to manage large volumes of data supplied by a
variety of metering systems
• Data collection
• Profiling scalar meter reads
• Validating and editing
reads
• Aggregating meter reads
• Exception Management
• Tracking meter inventory
• Storing Meter Events
• Providing information
directly to end-users
• Estimating invalid or
missing reads
• Performing revenue
protection analysis
• Providing data to
downstream systems
• Distribution Planning and
Support
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
Solution Overview
= LODESTAR CCS
AMI
Solutions
Automated
Processes
AMR
VEE
Handheld
Drive-by
PLC
Broadband
Over
Power Line
Etc.
Downstream
Systems
MDM
Exception
Management
Revenue
Protection
Un-Metered
Customers
Billing
Determinants
Data
Analysis
Un-Billed
Energy
Transformer
Load
Management
Auditing
Reports
Demand
Response
Billing
Determinants
Interval Meter
Reads
Historical
Data
Meter Asset
Customer
Information
Revenue Protection
Meter Data
Repository
(Interval & Monthly Read)
CIS
Billing &
Call Center
Complex
Billing
Settlement
Aggregated
Load
Customer Information
Load Profiles
Service/Work
Order
Processing
Data
Online
Presentment
Revenue
Protection
Incidents
Service/
Work Orders
Demand
Response
Signals
Distribution
Planning &
Analysis
Pricing/
New Product
Offerings
Forecasting &
Energy
Procurement
Rate Analysis
& Cost of
Service
Service/Work
Orders
Outage
Management
Solution Overview:
Data Gathering & Processing
Gate Keeper for all Inbound Meter Data
– Data Collection
• Collect data from various meter types and
technologies
AMI
Solutions
AMR
– VEE
• Automated Validation & Data Cleansing
Handheld
Automated
Processes
VEE
– 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
Drive-by
PLC
Broadband
Over
Power Line
Etc.
Exception
Management
Revenue
Protection
Service/Work
Order
Processing
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
Customer Information
Meter Asset
Load Profiles
Revenue Protection Events
Meter Data
Repository
(Interval & Monthly Read)
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
Un-Metered
Customers
Data
Analysis
Transformer
Load
Management
Reports
Billing
Determinants
– Standard Reports for Operational & Business Intelligence
Bill Determinants
Un-Billed
Energy
– 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
Auditing
Demand
Response
Interface Data
Data
Billing
Determinants
Interval Meter
Reads
Aggregated
Load
Historical
Data
Customer
Information
Revenue
Protection
Incidents
Service/
Work Orders
Demand
Response
Signals
Billing Determinants & Complex Billing
– Calculated on Bill-Cycle based on Customer’s Tariffs
– Off-Cycle calculation Bill Determinant are also
supported
Interval 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 configured
Historical Data
– MDM Data Repository includes historical meter data
– Downstream system will have this data available
Interface Data
Data
Billing
Determinants
Interval Meter
Reads
Aggregated
Load
Historical
Data
Customer
Information
Revenue
Protection
Incidents
Service/
Work Orders
Demand
Response
Signals
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.
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