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NERC e-tagging

URL:      http://reg.tsin.com/Tagging/e-tag/Tagging%20Essentials.pdf

The electronic Transaction Information System (TIS) implemented by NERC is a process of electronically communicating a request for, securing approval of, and recording an energy transaction via the Internet. The process is more commonly referred to as Electronic Tagging, or ETAG.

The scheduling of energy transfers has historically been done on a coordinated basis between control areas. The path chosen, where more than one adjacent control area was involved, was arranged in a sequential manner from control area to control area (contract path). However, since electricity follows the laws of physics and not economics, some of the energy transferred would flow through other systems not involved in the “contract path”, resulting in what are called “parallel flows” on those systems.

The shortcomings of the contract path approach were known to utilities from its inception. However, the limitations were acceptable because the transfers were limited and small in nature. As energy transfers became more numerous and complex, however, the parallel flows on systems off the contract path began to cause serious economic and operational problems. Many utilities began experiencing overloads on their transmission lines without any idea of the source of the additional flows. Firm and non-firm energy schedules had to be canceled, resulting in lost revenues, because the origin of non-compensated flows was unknown.

NERC has implemented a Transaction Information System (TIS) in an effort to provide system operators with the identity of the source of parallel flows impacting their systems. Each energy transaction is identified through a “tag” and its impact on the transmission grid calculated utilizing power transfer distribution factors in a process called the Interchange Distribution Calculator (IDC). This calculation generally is performed “after the fact” in case of an overload, and not before the transaction is initiated. The object is to provide a rational and economically equitable basis for curtailing transactions. While minimizing the need for curtailments, the process does not, however, eliminate the need for them.

The first attempt to secure energy transaction information was by means of an Excel spreadsheet-based tag entry and retrieval system, which utilized faxes and Internet e-mail to transport tags between parties involved in a transaction. However, e-mail had inherent problems with timely delivery of the tag information and the concern that multiple copies of the tag were distributed and sometimes corrupted or changed. At the same time the specification of the tag information was not rigorous and thus the data could be interpreted in different ways.

What was needed was an electronic system, which would ensure that tags get sent, received, and approved in a timely, reliable manner. Such a system would take full advantage of automation of processes such as data validation and reduce the need for operator intervention.

In its November, 1998 resolution adopting the Constrained Path Method (CPM) as the basis for determining interchange transaction curtailment priorities as part of the Transmission Line Loading Relief (TLR) procedure, the NERC Operating Committee directed that such an electronic system be developed. A document, Electronic Tagging - Functional Specifications, was subsequently produced by the NERC Transaction Information System Working Group. The document describes the functional requirements and detailed technical specifications for the implementation of ETAG. The document did not specify the type of software or graphical interfaces to be used, leaving these up to the vendor community. Numerous vendors are currently offering ETAG products and a list of them can be found on the NERC website.

Keywords:            NERC, Reliability, Constrained Paths, Line Loading Relief, Etagging

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Copyright EPRI 2004