[WP1] T1.2 User and Business Requirements Progress so far, planning and arrangements Engineering Ingegneria Informatica S.p.A.

Task1.2 Presentation’s Agenda Progress so far, planning and arrangements Status on SotA per partner INERTIA Use Cases and Business Scenarios Questionnaires for Requirements extraction Assessment of graphical design toolset - e3value/UML Sequence Diagrams D1.2 Status

Here we are The end of January The end of February The end of May The mid of July The end of January Here we are

Here’s we are What were expected to have at Step 3 State of The Art Analysis INERTIA Business Scenarios Literature Review Occupancy Flow Modeling & Prediction Multi-Agent Self-Organized Adaptive Networks Semantic Based Middleware DER Flexibility Modeling Visual Analytics Dynamic Demand & Demand Response BSC-01 - Energy Usage control and Optimization for End-Consumers(CERTH/TECNALIA) Prosumer (Flexibility) Profiling & Optimization of Building Operations for Maximum Prosumer Surplus (Benefits/Satisfaction) (CERTH) Utilizing Prosumer Flexibility for Maximizing Prosumer and Aggregator Financial Benefits (Shared Profit Maximization) (TECNALIA) BSC-02 - Imbalance risk reduction for market parties (HYPERTECH) BSC-03 - Offering Reserve Capacity to the TSO (ENG) BSC-04 - Location Based Management Services (PPC) Relevant Standardization Efforts IEC 61850-7-420 Standard IEC 61970-301 IEC 61968-11 Packages and Classes of IEC 61968-11 IEC 62325-301 (CIM) IEC 62325 Zigbee SEP OpenADR Other Building Automation Standardization Input

Here’s we are What were expected to have at Step 3 State of The Art Analysis INERTIA Business Scenarios Literature Review Occupancy Flow Modeling & Prediction Multi-Agent Self-Organized Adaptive Networks Semantic Based Middleware [CNET] DER Flexibility Modeling Visual Analytics Dynamic Demand & Demand Response BSC-01 - Energy Usage control and Optimization for End-Consumers(CERTH/TECNALIA) Prosumer (Flexibility) Profiling & Optimization of Building Operations for Maximum Prosumer Surplus (Benefits/Satisfaction) (CERTH) Utilizing Prosumer Flexibility for Maximizing Prosumer and Aggregator Financial Benefits (Shared Profit Maximization) (TECNALIA) BSC-02 - Imbalance risk reduction for market parties (HYPERTECH) BSC-03 - Offering Reserve Capacity to the TSO (ENG) BSC-04 - Location Based Management Services (PPC) Relevant Standardization Efforts IEC 61850-7-420 Standard IEC 61970-301 IEC 61968-11 Packages and Classes of IEC 61968-11 IEC 62325-301 (CIM) IEC 62325 Zigbee SEP[CNET] OpenADR[CNET] Other Building Automation Standardization[CNET] Input

Here’s we are What were expected to carry out at Step 3 Draft presentation of questionnaires for Requirements extraction Preliminary Use Case List Output

Draft presentation of questionnaires for Requirements extraction To have 4 kinds of questionnaires User-Group questionnaire Energy efficiency solution providers in buildings Mainstream ICT developers and technology providers Energy Suppliers and DSOs

User Case template

INERTIA Project Use Cases User Case template INERTIA Project Use Cases Generic Description UC ID To inform the user the stage a use case has reached. Use Case Name Please enter a Use Case name, which uniquely identifies the UC (e.g. unique identifier), having an achievable goal Related Business Scenario The most related business Scenario defined at INERTIA Business Scenario Analysis Description(narrative) Please describe the series of steps for the defined use case in a clear concise manner. Include in the description what the INERTIA system shall do for the involved actor to achieve a particular goal. Challenges The ultimate aim and end condition(-s) of the Use Case Involved Actors Who are the actors involved in the use case? The same actor may play two different roles in the same use case. For example, user "Bill" could be playing the role of a Customer when using an Automated Teller Machine to withdraw cash, or playing the role of a Bank Teller when using the system to restock the cash drawer. Use Case Initiation This refers to the potential triggers or events that could initiate the use case. The type of trigger can be temporal, internal or even in respond to an external event. Normally, the initiation of a UC shall take into account also the preconditions, e.g. checking them prior the execution of the UC. Realization Concept This section shall describe the typical course of events that comply with the primary scenario addressed by the UC. Basic course of events could be enough using a step-based approach Evaluation Criteria The effects of this UC to the overall state of the system or of its core architectural elements. Decision Description Status (optional) Approved / Declined Realisation Description Main responsible partner Who created and who documented the Use Case Contributing Living Lab feedback The relevant partner to provide feedback from LL Relevance to INERTIA WPs Please report the relevance to the INERTIA WPs Relationships with other Use Cases Indicates connection with other use cases other Use Cases Hgh/Medium/low  

Assessment of graphical design toolset 3Evalue We have some issues to use 3evalue tool. It doesn’t work properly I suggest to use an other one

2. Definition of Terms (ALL) Status Of D1.2 1. Introduction (ENG) 1.1 Purpose and Scope of the Document 1.2 Structure of the Document 2. Definition of Terms (ALL) 3. INERTIA User & Business Requirements Definition – Methodological Approach (ENG) 3.1Methodology (ENG) Requirement Elicitation Requirement Prioritization Specification Process Requirement Validation Requirement Revision 3.2 Tools of Requirements Analysis (ENG) Working In Progress

4. Overview of Stakeholders and Pilot Sites Addressed by INERTIA Status Of D1.2 4. Overview of Stakeholders and Pilot Sites Addressed by INERTIA 4.1 Identification of main INERTIA Stakeholders (HYPERTECH) End Users Aggregators Traditional Stakeholders 4.1.2 Pilot Areas addressed by INERTIA (CNET)

Status Of D1.2 5. Literature Review – State of The Art Analysis 5.1 Occupancy Flow Modeling & Prediction 5.1.1 Relevant work in Occupancy Flow Modelling and Prediction 5.1 2 Common Technologies and Approaches 5.1.3 Relevant projects 5.1.4 Conclusions on Gaps, Needs and Future Trend 5.2 Multi-Agent Self-Organized Adaptive Networks 5.2.1 An overview of self-organization phenomena in multiagent systems 5.2.2 How self-organization can occur in multiagent systems 5.2.3 Future prospects and final remarks 5.3 Semantic Based Middleware [CNET] 5.4 DER Flexibility Modeling 5.4.1 Relevant work in DER Flexibility Modelling 5.4.2 Relevant projects in DER Flexibility Modelling 5.4.3 Conclusions on Gaps, Needs and Future Trend 5.5 Visual Analytics 5.5.1 Definition and Scope of Visual Analytics 5.5.2 Visual Analytics Taxonomy and Application Areas 5.5.3 Visual Analytics in Smart Grids Operations 5.5.4Gaps and opportunities current technology 5.6 Dynamic Demand & Demand Response 5.6.1 Relevant initiatives related to Dynamic Demand & Demand Response 5.6.2 Relevant projects related to Dynamic demand & Demand Response 5.6.3 Conclusions on Gaps, Needs and Future Trend

Status Of D1.2 Working In Progress 6. Relevant Standardization Efforts – State of The Art Analysis 6.1. IEC 61850-7-420 Standard Development of the DER Object Models Examples of Using DER Logical Nodes in DER Implementations Case scenario of IEC 61850-7-420 implementation - Micro CHP Gaps and Opportunities 6.2 Common Information Model 6.2.1 IEC 61970-301 6.2.2 IEC 61968-11 6.2.3 Packages and Classes of IEC 61968-11 6.2.4 Gaps and opportunities 6.2 IEC 62325-301 (CIM) 6.2.1 IEC 62325 6.2.2 Introduction 6.2.3 Status 6.2.4 Support 6.3 Overview of IEC 62325 main parts 6.3.1 .Security Issues 6.3.2 Typical network configurations Issues 6.3.3 Gaps and opportunities 6.4 Zigbee SEP[CNET] 6.5 OpenADR[CNET] 6.6 Other Building Automation Standardization[CNET] Working In Progress Here we along with Hypertech and TUK noticed that the IEC 62325 is out of  the scope of the INERTIA project and thus there is no need to deliver it in this document explicitly.

Status Of D1.2 working in progress 7 INERTIA Business Scenarios 7.1 Summary Table of INERTIA Business Scenarios (ENG) 7.2 BSC-01 - Energy Usage control and Optimization for End-Consumers(CERTH/TECNALIA) 7.3.1 Prosumer (Flexibility) Profiling & Optimization of Building Operations for Maximum Prosumer Surplus (Benefits/Satisfaction) (CERTH) 7.3.2 Utilizing Prosumer Flexibility for Maximizing Prosumer and Aggregator Financial Benefits (Shared Profit Maximization) (TECNALIA) 7.3 BSC-02 -Imbalance risk reduction for market parties (HYPERTECH) 7.4 BSC-03- Offering Reserve Capacity to the TSO (ENG) 7.5 BSC-04 -Location Based Management Services (PPC) 7.5.1 Potential Use Case: Distribution System Congestion Management 7.5.2 Potential Use Case: Location Based RES integration 8. INERTIA Business and User Requirements 8.1 Functional Requirements 8.1.2 Funtional requirements list Use-case UC-001 75 Use-case UC-002 75 Use-case UC-003 75 Use-case UC-004 75 Use-case UC-005 75 Use-case UC-006 75 working in progress

Status Of D1.2 working in progress 8.2 Prioritization of Scenarios & Use Cases (ENG) 8.3 Non-Functional Requirements (ALL) Availability Efficiency Configurability & Flexibility Portability Integrity Performance Reliability & Robustness Scalability Usability References working in progress

T1.2 Timeline No. Partner Action Deadline 1. ENG, CERTH, TECNALIA,CNET, HYPERTECH Definition of the SoTA 2013/01/13 2. ENG,CERTH, TECNALIA, CNET, Definition of high level Business Case Scenarios 2013/02/28 3. ENG, CERTH, TECNALIA, CNET, HYPERTECH, ENELSI, PPC Definition of the Use Cases along with the initial list of U&B Requirements (Functional and Non-Functional) 2013/05/31 4. Definition of the final list of U&B requirements 2013/06/30 5. ALL Task Partners Validation of the Use Cases by the Living Lab members 2013/07/31 Let me say again that Tecnalia has just delivered his contribution, so we checked it soon. In the next short time, I suppose within the mid of may I’ll circulate a first version of Questionnaire and a first version of Use case and all other deadline will rest invariated

Thank You.