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Guidelines for Project Engineers

Designing a System Using the IntelliGrid Architecture

Project engineers (project designers, implementers, project vendors, etc.) are responsible for implementing the information infrastructure that is needed to meet the functional requirements specified by the power system planners. Project engineers may be ‘in-house’ and work with the power system planners to define the information infrastructure requirements, and/or (more likely these days), they can be ‘out-sourced’ vendors and implementers who are contracted to implement the functional requirements described by the power system planners within a set of technical specifications. In either situation, the project engineers must be familiar with the specific requirements, not only for new functions, but also most importantly for all existing systems that the new functions must interact with.

Project engineers can use the IntelliGrid Architecture for a specific implementation project. These project engineers will utilize the Power System Functions identified by the power system planners to determine the detailed requirements associated with each step or ‘environment’ of the power system functions. These environments link to the appropriate IntelliGrid Architecture website that describe the Platform Independent Architecture as well as recommended standards, technologies, and best practices for providing the information infrastructure needed by these power system functions. The IntelliGrid Architecture website also identify alternatives and possible solutions for each type of interface, thus providing choices to the project engineers. Since different implementations will always have different constraints, existing legacy systems, and corporate policies, the project engineers will be able to review this range of solutions and select those solutions which best match the unique needs of their implementation.

The basic steps for a project engineer are:

A key thing to keep in mind is that project engineers cannot simply require vendors to ‘comply with IntelliGrid Architecture’. This is too broad a statement, since the IntelliGrid Architecture is a reference, not a specification. Instead, project engineers should include IntelliGrid Architecture Platform Independent Model as a template that they wish vendors to adhere to and may also select the appropriate standards, technologies, and best practices from this reference.

 

Review Power System Function ‘Steps’ and Associated Environments

Figure 19:  Power System Function Steps with links to IntelliGrid Architecture Environments

Having received the technical specifications from the power system planners, the project engineers review the functional requirements and referenced Power System Function. They review either the paper or IntelliGrid Architecture Website version of the Power System Function, identify the appropriate Power System Function steps that apply to the functions, and note IntelliGrid Architecture environments are associated with each of these steps.

These IntelliGrid Architecture environments are the key methods by which project engineers can utilize the IntelliGrid Architecture. Each IntelliGrid Architecture environment, which represents the information infrastructure requirements of the business needs, links to the three information infrastructure constructs of the IntelliGrid Architecture Framework (as shown in Figure 19). These constructs are:

§       Strategic Vision and High Level Concepts

§       Tactical Approaches

§       Standards, Technologies, and Best Practices

 

Figure 20: IntelliGrid Architecture Strategic Vision

Review IntelliGrid Architecture Strategic Vision

The IntelliGrid Architecture Framework, and the underlying Strategic Vision, High Level Concepts, and Platform Independent Architecture are relevant for all IntelliGrid Architecture Environments. These concepts provide the goals toward which all project implementations should to head over the long term, and are therefore vital to understanding the recommendations made in the IntelliGrid Architecture.

The overview of the Strategic Vision and Tactical Approaches are found in Volume I, Section 3 in the paper version, and can be jumped to from IntelliGrid Architecture website home page as seen in Figure 20.  A more detailed discussion of the technical issues related to the architecture can be found in Volume 4.

 

Figure 21: Environments

Determine Relevance of IntelliGrid Architecture Environments

Project engineers can review key requirements associated with each relevant IntelliGrid Architecture environment and assess how applicable they are to the project requirements. These key requirements are discussed in Volume I, Section 3, or are available on IntelliGrid Architecture website through IntelliGrid Architecture Home Page as seen in Figure 21. Analysis of requirements appears in Volume 4 during the derivation of IntelliGrid Architecture

 Platform Independent Architecture.  The description of IntelliGrid Architecture Environments contains:

§       Discussion of the characteristics of the environment

§       The requirements that define the environment

§       The recommended technologies, services, and best practices

§       The alternative technologies, services, and best practices

§       The possible technologies, services, and best practices

 

Figure 22: Requirements for Defining Environments

Assess Requirements in Each Environment for Applicability

Each IntelliGrid Architecture environment description includes the list of requirements that defines it. This description can be found in Volume IV, Appendix D and on IntelliGrid Architecture website as can be seen in Figure 22. The Project Engineers should review these requirements to ascertain which may be the more important for the particular project they are working on, and how applicable they are. This prioritization can help them determine what decisions to make on the various standards, technologies, and best practices that are associated with the Environment.

 

Review Platform Independent Model

Project engineers can see the Platform Independent Model, either by browsing the IntelliGrid Architecture website or by reading IntelliGrid Architecture Volume 4 document.  Project Engineers need to promote a clear boundary between application requirements and the choice of specific technologies.  Achieving a technology independent design for how to implement a system provides guidance to implementation engineers and achieves a level of interoperability, while still affording the flexibility that implementation engineers require to meet project goals and constraints.

Assess the Applicability of the Technologies, Services, and Best Practices for Each IntelliGrid Architecture Environment

Project engineers can see the list of standards, technologies, and best practices associated with a particular environment, either by scrolling down IntelliGrid Architecture environment web page or by manually looking up the list in the paper version. From IntelliGrid Architecture website, this list links directly to brief descriptions of the standards, technologies, and best practices.

At the same time, project engineers will need the flexibility to use alternative technologies for specific implementations, due to existing legacy systems, existing vendor products, time constraints for implementation, financial constraints, company policies on technology choices, and a variety of other factors.

Determine Which of the Recommended, Alternative, and Possible Solutions to Use

Figure 23: Recommended Standards, Technologies, and Best Practices

It is for this reason that environments point not only to ‘Recommended’ standards, technologies, and best practices, but also include ‘Alternative’ and ‘Possible’ solutions as seen in Figure 23.

  • Recommended solutions are those that mostly meet the Strategic Vision High Level Concepts and are easily interfaced with using the Tactical Approaches.

  • Alternative solutions - those technologies that “mostly” meet IntelliGrid Architecture vision

  • Possible solutions - those technologies that don’t adhere to IntelliGrid Architecture vision but functionally meet the requirements.

These distinctions are based on expert opinions and often fall into ‘gray’ areas where one alternative solution may be better than another alternative solution under different circumstances, and vice versa, while a possible solution may still be the only available solution due to the availability of vendor products, legacy systems, or one-of-a-kind implementations.

Project engineers should review the recommended solutions and use those if feasible. Sometimes there may be more than one recommended solution for the same requirement. This stems from the fact that one solution cannot possibly meet all needs. For instance, specific implementations must take into account legacy systems, corporate policies, and financial situations. Given this, the recommended solution may not be acceptable for a specific implementation. Or one solution can partially meet a requirement, but requires another solution to meet the requirement completely. If no recommended solution is feasible for a particular requirement, then a migration plan should be included in the specifications to indicate how the recommended solutions could be achieved at a later date.

Project engineers can use alternative solutions that best meet the specific requirements. Possible solutions should be avoided unless no other solution is feasible.

 

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Copyright EPRI 2004