TC 57 – WG16 CIM and ETSO Convergence CIM User Group Vasteras, June 2008

1. TC 57 – WG16CIM and ETSO ConvergenceCIM User Group Vasteras, June 2008 Christelle Chalhoub RTE christelle.chalhoub@rte-france.com Cyril Effantin EDF R&D cyril.effantin@edf.fr

2. Agenda • Introduction • Aims of the IEC-ETSO standards convergence • Methodological framework • Short methodology examples • Progress status • Next steps

3. Initiative background – Strategic importance of standardization within Europe • Markets integration across Europe requires market consistency & seamless communication at several levels: • Inter-Participants • Participants to Power Exchanges & TSOs • Inter-TSOs • Need for expanding interoperability between energy stakeholder IT applications (expanding standards down to data models) • Second European Electricity directive requiring open transmission capacity allocation which increases the need for aligning physical models with market signals • Auction office • Transparency in ATC allocations

4. Strategic targets • Market unbundling has distributed Business Processes across various Energy Stakeholders, typically : • Scheduling • Capacity allocation and nomination • Reserve management • Customer switching • Settlement Calculations… • This however requires coordination of standards across stakeholders • Standardisation is a key element for IT Total Cost of Ownership reduction through : • Harmonization of business processes • Improved component reusability • Market Interfaces • Reduced integration costs

5. Aims of IEC – European Standardization • CIM Market Extension CME creation • Mainly north American vision of the market in 2003 • Taking into account European market design : OTC Over the counter market not modelled • IEC European Market Model benefits • Integrating the European market standard defined by ETSO works into IEC • Harmonized European role model • Enhance IEC standards with business processes • Many business processes already modelled by ETSO • Extensive business exchanged messages • Reuse of the ETSO implementation guides • Building of a working framework based on UN/Cefact specification • Hosting the European profile as IEC international standards • Taking advantage of the standardization community

6. European WG16 Subteam Members • WG16: Benoit Marie Areva TD, Coordinator Lars Ola Osterlund ABB Christelle Chalhoub RTE Maurice Adriaensen KEMA Aleksandar Cvetkovic Syseca • ETSO: Michael Conroy Consultant Nisheeth Singh Swiss Grid Leslaw Winiarski PSE • Methodology Experts : Cyril Effantin EDF R&D Jean-Luc Sanson Consultant André Maizener Consultant

7. Project Liaisons • Participation to ETSO TF EDI Meeting : Benoit Marie (Areva) • Proposal to appoint dedicated IEC Interfaces in ETSO Technical Groups • ECAN2 : Benoit Marie (AREVA) • ERRP2 : Christelle Chalhoub (RTE) • CIM Model Manager : Kendall Demaree (Areva)

8. Calendar • Monthly meeting since Santa Clara in January 2008 • 6th Technical Workshop Meeting - Paris September 2008 • Paper at next CIGRE D2-C5 September 2008 • WG16 Meeting October 2008 • First interoperability tests 2009

9. WG13 - 61970 CIM Transmission Part WG14 - 61968 CIM Distribution Part How to achieve the convergence work ?Building of the CME (CIM Market Extensions) Energy Scheduling Market Operations Reservation Financials North American IEC Profile 2 IEC Task forces WG 16 - 62325 CIM Market Extensions Methodological Framework European IEC Profile ETSO ERRP ETSO ESS ETSO ECAN ETSO EMVR/EAR + Harmonized ETSO EbIX EFET Role model

10. The ETSO-ebIX-EFET Harmonized Role Model Balancing Area Grid Connecting Party Capacity Area

11. The ETSO Role Model Definitionthe ETSO concepts behind the scene

12. WG13 - 61970 CIM Transmission Part WG14 - 61968 CIM Distribution Part How to achieve the convergence work ?Building of the CME (CIM Market Extensions) Energy Scheduling Market Operations Reservation Financials North American IEC Profile 2 IEC Task forces WG 16 - 62325 CIM Market Extensions Methodological Framework European IEC Profile ETSO ERRP ETSO ESS ETSO ECAN ETSO EMVR/EAR + Harmonized ETSO EbIX EFET Role model

13. ex: ETSO Scheduling Process Methodological frameworkbased on UN/Cefact CCTS UN/Cefact (United Nations/Centre for Trade Facilitation and Electronic Business) CCTS (Core Component Technical Specification) • CCTS Gives a working framework to enhance semantic, interoperability in electronic data exchanges • In particular, it helps to link business processes data exchanges with a common global information model (such as the CIM model)

14. UML Abstract Information Model CIM UN/CEFACT like European Style Market Profile US Style Market Profile UML Information Models Scheduling Capacity Allocation Reserve Management UML Processes UML Contextual message Models Schedule Document Model Confirmation Document Model UML Message Assembly Schedule Document message Confirmation Document Message Documents Specification Message Implementation syntactic Models XSD Schedule Document XSD Confirmation Document Methodological frameworkbased on UN/Cefact CCTS

15. Methodological frameworkbased on UN/Cefact CCTS

16. Model Structure

17. Model Derivation by theexample (1/5) CIM LEVEL

18. Model Derivation by theexample (2/5) CIM UN/Cefact like LEVEL

19. Model Derivation by theexample (3/5) European Profile level

20. Model Derivation by theexample (4/5) Document level

21. Model Derivation by theexample (5/5) Document Assembly level

22. Proposed CIM Extensions • With Scheduling and Capacity Allocation processes studies we have the following new CIM classes : • MarketRole • Process • TimeSeries • BidTimeSeries • Auction • Price

23. Progress Status • European Market Profile Candidate release : • CIM /UNCefact derived Core Components • CIM Information Model Extensions • European message models for all business processes • Message assembly and syntactic models for all documents • Methodology Rules transmitted for review  Technical Specification and later part of the WG16 standard • ESS (Scheduling) Documents finalized  Approval on the 13th November 2007 • ECAN (Capacity Allocation) Documents drafted  Official ETSO Confirmation in April 2008 : “The ETSO TF EDI agreed that the methodology outlined in cooperation with IEC should be promoted.”

24. UML Abstract Information Model CIM UN/CEFACT like European Style Market Profile US Style Market Profile UML Information Models Scheduling Capacity Allocation Reserve Management UML Processes UML Contextual message Models Schedule Document Model Confirmation Document Model UML Message Assembly Schedule Document message Confirmation Document Message Documents Specification Message Implementation syntactic Models XSD Schedule Document XSD Confirmation Document Methodological frameworkbased on UN/Cefact CCTS 3XX 4XX 5XX

25. Next Steps • Standard publication: • European Profile Model finalization – In progress • Model documentation – In progress • Methodology Rules finalization – In progress • European Market Profile Release and Publication • CIM Model harmonization : • New Information classes and associations : Harmonization with North American Market Profile • UN/CEFACT data types • Modelling supporting Tool : • Support for modelling requirements • Automate syntactic message Generation schemas and validation

26. Thank you for your attention.

27. Appendix : model extracts

28. CIM Information Model Extension

29. Information model : European Profile

30. Message contextual model: ECAN Bid document

31. Message contextual model: ESS Schedule document

32. Message assembly model:ESS Schedule document