Project Results

Project Public Deliverables

WP1: INERTIA Framework Requirements, Specifications and Architecture

D1.2 User and Business Requirements Definitions

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Executive Summary

The introduction of new kinds of energy mixes to the electricity grid is a challenging environmental task for present and future generations as they fight the pollution and global warming issues associated with urbanization. Individual appliances and whole buildings that continuously incorporate local intelligence, which originates from the new technologies of Internet of Things (IoT), are the new infrastructure that this integration will be based on. Smart Electricity Grids are becoming more intensively integrated with tertiary building energy management systems and distributed energy generators such as wind and solar. Optimal energy management strategies require the ability to control and predict energy consumption incorporating all types of DER (distributed energy resources), at both local and global scales.

In this context, INERTIA, through its framework, aims at addressing the important challenges that future energy systems will face by building a new modeling methodology that integrates physical components and cyber technologies, thus creating Cyber Physical Energy Systems. This new system allows the facility managers and the final occupants to better manage, at LCH level, their energy consumption taking into account the comfort aspects. Moreover, it will support the Aggregators by providing them near real-time information about the status of the portfolio, which will help to operate business and grid scenarios in a more efficient way.

In this respect, the Task 1.2 - User and Business Requirements aims at identifying some business and user requirements, figuring out how INERTIA projects handles users and business needs implementing, eventually, a profitable system.

The second version of this deliverable mainly emphasizes the role that INERTIA has in new energy smart grid, specifying clearly how it acts for achieving the project’s objectives.

In this respect, four key business concepts were identified. They describe, using some quantitative indicators as well as some examples of their possible instance, the profitability role that INERTIA has in the new Energy Demand Side Management landscape.

These business scenarios explain deeply how INERTIA allows its key stakeholders Aggregator (playing different role - i.e. Provider of Services to System Operators, balancing responsible parties), Distribution System Operators and End-User (i.e. Facility Manager and Final Occupant) to manage more efficiently the energy at all levels,

As an ultimate result, the Business Scenarios analysis, supported by the Living Lab, aims at defining the bases for the business and user requirements analysis, leading us to identify the functional and non-functional INERTIA framework requirements.

Summary and Conclusions

The overall scope of the deliverable is to outline the vision of the INERTIA system. In order to clearly define the role of the Aggregator and Local Hub as part of an integrated framework, a sequential methodological approach has been considered.

A literature review provides us with the overall requirements and selection criteria as examined in different smartgrids and energy efficiency research fields. Different approaches of the high level INERTIA Architecture are presented. We have also taken into account the progress of experts on standardization work by examining different types of standards that could potentially reflect the data modelling work of the INERTIA project.

The extraction of Business Use Cases from High level Business Scenarios is also provided in order to define the main aspects of that the INERITA actors (i.e. Aggregator, DOS and Facility Manager) play the Smart Grid landscape. Based on this approach, and by taking into account the result of the questionnaire responses and interviews, the core list of INERTIA requirements is defined.

The main part of the work in INERTIA requirements has focused mostly on the different key end-users (aggregators, tertiary building prosumers, DSOs) and other beneficiaries of INERTIA business chain as these addressed in the project. In addition, the identification of the business requirements, especially the one related to demand side management (monitoring and control approach) cover the holistic requirements analysis of the INERTIA framework.

This deliverable is an input to Task1.4 in order to specify the different parts of the INERTIA framework (T1.4- Architectural Design - Functional and Technical Specifications). It will also set the basis of the work carried out in WP2 where different models will be developed allowing INERTIA Building Local Control and Automation Hub and the INERTIA Aggregator Control Hub to determine and predict DER model instances, local and global energy performance model instances and to apply and/or adapt environmental context-sensitive and occupancy-depending DER (flexibility) negotiation and control strategies. The requirements that are defined based on the needs of the stakeholders will also affect the implementation phase applied in WP3 and WP4. The deliverable will also be one of the inputs for Pilot Set-up, Model Calibration and Assessment where the actual case scenarios will be implemented and tested.

WP2: INERTIA Distributed Multi-Agent Based Framework

D2.1 INERTIA Common Information Model

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Executive Summary

In order for the INERTIA system to fulfil its mission as a demand side management framework, it must cope with challenges represented by an information rich dynamic environment it is expected to operate within. Many separate heterogeneous and distributed information sources produce data continuously on different levels (including physical data from sensors) and granularities which should be processed in real-time as well as historical fashions. The information should be transformed, integrated, aggregated and stored in order to be understandable and accessible for all INERTIA components that need it to support their operation.

The presented deliverable represents results of Task T2.1. More specifically, it defines Common Information Model (CIM) for Local Control Hub and Aggregator Control Hub of the INERTIA Framework. The aim of CIM is to provide a model of information elements (e.g. concepts, even, relations, interfaces) used for information exchange between components as well as for modelling work performed by other tasks (e.g. DER flexibility models in T2.2 or energy-related performance models in T2.4). The CIM definition is considered as a shared vocabulary that enables to address the information needs for the INERTIA framework components. The information aspects of CIM are defined in this deliverable, while the semantic level of CIM is expected to be fully defined in the deliverable D3.2.

The work presented in the deliverable was based on a two-phase methodology approach. The first phase aimed at sources ‘external’ to the project. The focus was on the identification on those projects as well as standards which could be relevant for INERTIA. The information models from these other relevant projects and some of the IEC norms were analysed as a possible basis for CIM. The second phase (composed from six steps) reflected the evolution of the INERTIA architecture. The requirements from INERTIA components on storage services were the basis for the definition of CIM. Overall, the employed methodology followed a component-centric approach and this approach is reflected by this deliverable as well.

An inspiration was looked for in the following five projects which have been identified as relevant: Adapt4EE, Mirabel, FIEMSER, Fenix, and BeyWatch. Their information models have been analysed in order to identify overlaps, differences and possible synergies between them and CIM. In addition to the projects, two IEC standards were analysed as well. The first standard (actually consisting of several parts two of which were considered) was IEC 61970-301 and IEC 61968 known as common information model for electricity. The second standard was IEC 61850-7-420 focusing on distributed energy resources.

In order to reflect evolving INERTIA architecture, several architecture parts/components’ requirements were specified (in form of interface specifications) and analysed. Both levels of the architecture (local hub level as well as aggregator level) have been considered. The following components were included in the analysis:

  • for Local hub CIM: Linksmart middleware, Occupancy prediction and flow, User profiling, Ambient user interface, Key performance indicators (indicator groups related to energy, flexibility, business, comfort, and grid), Multi agent based local hub gateway, Local hub DER flexibility modelling;
  • for Aggregator control hub CIM: Multi agent based prosumers control and optimization, Grid coordination and DR activation, Aggregator analytics.
    The requirements of these components have been analysed from the point of their data models, interfaces and their methods, as well as their impact on CIM (represented by the IAM component within the architecture).

Subsequently, based on the analysis, elements of CIM have been defined. They were defined for all those components that intend to interact with the IAM component (those components enumerated above). The definition of CIM has been produced in the form of IAM interfaces, XSD schemas (both informal graphical visualisation as well as extensive formal definitions of elements and complex types are provided), DB schemas, and references to related semantic models (BIM and DER semantic models which can be found in the deliverable D3.1). Similarly to the analysis, CIM specification is divided into two parts – specification of Local hub CIM and specification of Aggregator control hub CIM.

The presented deliverable reflects the current state of INERTIA CIM as it is. Although the task devoted to the development of CIM finishes, this actual form of CIM is not guaranteed to be final, since there are other tasks running which may impact the CIM and induce its modifications in next project period.

Summary and Conclusions

This deliverable presented the results of Task T2.1 – Common Information Model. More specifically, this deliverable defines Common Information Model (CIM) for Local Control Hub and Aggregator Control Hub of the INERTIA demand side management Framework.

.The CIM was defined as vocabulary that enables to address the information needs for the INERTIA framework components. CIM describes the heterogeneous information sources of the INERTIA components in a unified way. The vocabulary is used by all the INERTIA components and thus any INERTIA component can access information elements that are underlying the INERTIA Framework.

The requirements from INERTIA components on the IAM were the basis for the definition of CIM. However, the information models from other relevant projects and some of the industry standards were analysed as a possible basis.

The relevant projects and industry standards were analysed during first phase of T2.1, since there were not concrete/stable requirements from component’s developers on the IAM. The projects that deal with similar topics were identified and their information models were analysed during this period. Some of these specifications directly influenced CIM definition as pointed out in Section 3. At the same time, the industry standards that could be possibly used as an inspiration source were identified and analysed. The results from such analyses are documented in Section 3 and 4.

Even though the Information models from other project as well as chosen industry standards were also taken into consideration as a possible basis for the definition of the INERTIA CIM their impact is rather marginal. The main basis for the definition of CIM was the requirements from INERTIA components on storage services provided by the IAM. Thus the analysis (presented in Section 5) and specifications (presented in Section 6) of Local Hub CIM and Aggregator Hub CIM are structured based on the names of these components. More explicitly, the following structure was adopted:

    Local Hub CIM

  • LinkSmart
  • Occupancy
  • User Profiling
  • Ambient User Interface
  • Multi Agent Based Local Hub Gateway
  • Local Hub DER Flexibility
  • Energy Performance Modelling and KPIs
  • Aggregator Hub CIM

  • Multi Agent Based Prosumers Control & Optimization
  • Grid Coordinator& DR Activation
  • Aggregator Analytics

The requirements on the IAM from the component’s developers were collected, analysed, harmonised and then used for the definition of CIM. These requirements were collected in form of unified descriptions of component’s interfaces that will store data to or retrieve data from the IAM. The data types specific for INERTIA were described in a unified form (by partners responsible for component development). These descriptions are documented in Section 5.

The obtained descriptions were then analysed and harmonised with the intention to define CIM. The CIM was then defined. The definition of CIM consists of two parts that enable Inertia components to access dedicated IAM data services:

  • Names and signatures of IAM interfaces that provide data service to the INERTIA components
  • The specification of data types that are used in these interfaces

These parts of CIM are presented in Section 6.

Furthermore, there are two additional parts of CIM needed to represent, combine and manipulate with data within IAM, and thus enable to provide the data service.

  • Database schemas that serve for storing dynamic data
  • Semantic models that serve for storing static data

The database schemas are presented in Section 6 of this deliverable. Some of the fields defined by these database schemas are designed for holding annotation to the semantic model. Such fields are inputs into design of semantic models that is being performed within task T3.3. The complete semantic models will be presented in report D3.2, while the prototype semantic models can be found in the report D3.1.

Note, the presented INERTIA CIM reflects its current state. Although the INERTIA task T2.1 dedicated to the definition of CIM finishes, this version of CIM is most likely not a final one. The reason is that there are other tasks running and these tasks may impact the CIM and induce its modifications in next project period. Additionally, since the INERTIA modelling activities are not closed yet, it was not possible to cover all dependencies between stored information in the IAM and requested information from IAM in this deliverable.

WP3: INERTIA Local Control and Automation Hub

D3.1 Semantic Middleware Architecture And INERTIA Ontology

Specification

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Executive Summary

Use cases defined in INERTIA involves access to real-time information and/or dynamic control, either directly or indirectly through usage of historical databases of past events. This document is the first deliverable from WP 3 and reports initial research and prototype development of the software architecture for the Semantic Based Middleware that will support INERTIA use cases within the Local Control Hub.

A major issue when trying to integrate different technologies into one common system is the heterogeneity of devices interoperability. This issue is addressed by the LinkSmart middleware that is used to define and manage a generic abstract web service interface layer for devices that allows application developers to be independent of the actual physical devices in use and base their applications on stable uniform interfaces.

The deliverable takes the overall INERTIA architectural specifications as a starting point and provides detailed specifications and configuration descriptions of the LinkSmart Middleware software for INERTIA pilot applications including ontologies, external interface and protocol specifications for data export and sensor control by external users (systems). INERTIA will use the latest versions of key LinkSmart components and build additional functionality for support of the INERTIA use cases.

A number of initial specifications of abstract service interfaces are presented, including switches, thermometers, power consumption and air quality sensors. The INERTIA middleware prototype use existing semantic models from LinkSmart as baseline and extend with general taxonomies for representation of the energy demand. The initial work within this area is reported in this deliverable and will be further extended and updated as part of future work.

This deliverable describes how to populate the INERTIA Device Ontology with device descriptions, including energy profiles and policies, for devices and sensors to be used in the INERTIA pilot installations. The process has then been applied for a number of specified device types that can now be used for early prototyping of applications, even though implementations for physical devices still remains to be done as part of future work.

Summary and Conclusion

This report presented initial research and prototype development of the software architecture for the semantic middleware within the Local Control Hub, including INERTIA Semantic Based Middleware components overview with usage specifications of interfaces for key components for peer-to-peer networking, event handling and device management.

The primary focus of the deliverable has been to describe the external interfaces that developers of other components in the project may need to use, e.g. setting up publish/subscribe with the Event Manager, asking for available IoTDevices with or without the Virtual Address, with WebServices or REST interfaces and so forth.

The deliverable describes the software prototype as a complete functional unit, the INERTIA Semantic Based Middleware, with its interfaces and configurations. LinkSmart is a collection of components in a framework that can be used and deployed in different ways and we have assembled and configured a setup of LinkSmart with a selected set of key components together with INERTIA extensions in order to support project requirements.

We described the main concepts of the Semantic Based Middleware and told how they work together to exchange messages and measurements between the different external components of the INERTIA system. A comprehensive overview of the middleware internal parts, their main functionality and interdependencies was also given, focusing specifically on the interface manager between sensors and the rest of the system.

Following that and through a top to bottom approach, we provided several points of the architecture which are further summarized:

  • Semantic Based Middleware Requirements
  • Semantic Based Middleware Specifications
  • IoTDevice Interface Specifications
  • Initial Semantic Component Interface Specifications
  • Initial Ontologies and Inference Rules

We have clearly identified the main modules of the middleware and their interactions, as well as the responsibilities each of them has to fulfil in order to cover the main aspects of the INERTIA project.

Finally, work on Ontologies and Inference Rules, implementation of DER and Sensor interfaces and Semantic Components will continue in tasks T3.2 and T3.3. Initial feedback from implementation will also be taken into account leading to updated specification of interfaces and ontologies in later WP 3 deliverables.

D3.2 Semantic Devices & Device Managers Specification and Ontology update

Specification

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Executive Summary

This deliverable reports the work realized within the tasks T3.2-DER Device Managers and task T3.3-INERTIA Ontology, Inference Rules & Semantic Devices.

DER Device Managers is the term used for the software components within the Semantic Based Middleware that integrates the underlying network of sensors, actuators and devices deployed in the INERTIA pilot sites. They make data and control functions available to external systems via a standardised and coherent interface, both in terms of communication interfaces, information model and behaviour. The standardised interface provides a stable platform for developers of other components including the Multi-Agent System, User Profiling component or the Information Access Module.

Within task T3.2, so called Reference Implementations of Device Managers have been developed. This is a fully functional software that is included as an extension of the Semantic Based Middleware and that in runtime, installed at a pilot site, is operational for sensors, actuators, Semantic Devices and Semantic Components.

Device Managers support new communication interfaces via the LinkSmart platform. In addition to existing solutions proving UPnP and SOAP WebServices interfaces, all Device Managers also support data access and method invocation via a RESTful API. REST is an architectural approach for communication interfaces that use the basic internet infrastructure of URL web addresses and the http communication protocol to create a solution that is straightforward to use and integrate for client systems developers. It also benefits from all other deployed solutions for internet application, including caching. The RESTful API can be used to retrieve data from statevariables in order to invoke actions such as turning an HVAC on/off, or connect/disconnect a power generator from the grid.

The INERTIA common information model for data reporting, defined in an XML Schema, provides a structural base for information exchange which vastly facilitates data processing by client systems. In addition, it employs an RDF-based approach to include semantic annotation of data allowing client system to dynamically analyse and adapt to incoming data streams accordingly. A common classification model is thus used in both Device Managers and defined client systems, via the INERTIA ontologies, providing interoperability through semantics. The model for semantic annotation is highly extensible allowing both new as well as multiple classifications providing support for new and upgraded device types.

The INERTIA Semantic Based Middleware platform also provides this common information model and communication abilities for three different abstract levels. The basic level consists of basic sensors and actuators with limited sets of state variables and methods. The next level includes Semantic Devices, which are more complex units, such as a smart dishwasher, that provide more complex data and services. Finally, the upper level comprises of Semantic Components, which realize “virtual” units that are aggregations and derivations based on data from other simpler units. For instance, a Room object that has particular power consumption due to power meters and appliances installed in the room is a Semantic Component.

The semantic models are crucial part of INERTIA information model. Semantic models are realized in the form of ontologies containing information describing the whole INERTIA domain. Ontologies serve as the common vocabulary used across all INERTIA components, but also serve as flexible support of describing and accessing all information and data used in implementation of INERTIA pilots.

Ontologies are manipulated and accessed via Ontology Manager, which is part of Information Access Module. In this deliverable, the whole technological backend, implementation and deployment technologies are described. Each part of INERTIA semantic model is described and illustrated through examples. The section on ontologies also explains the modelling approach used and the logic behind the structure of semantic models along with detailed explanation about how the advantages of semantic inference are implemented.

The INERTIA data model contains lot of dynamic information produced and used by components. This dynamic data needs to be combined with semantic models in order to enrich the information and to enable flexible and fast information retrieval. The design and implementation of techniques for combination of dynamic data with semantic models are described in details and explained through examples.

Summary and Conclusion

This report presents the outcomes from the work done in tasks T3.2 and T3.3. The new Reference Implementations for the integration of sensors, devices and appliances are now available in the LinkSmart Device Development Kit (DDK) and are ready to be installed in the pilot sites.

The INERTIA Ontology, Inference mechanism and Inference Rules employed in the IAM as well as Semantic Devices concept along with representative examples are also reported.

The initial architectural approach described in D3.1 [4] has been verified, improved and implemented. The LinkSmart platform using Network Manager and Event Manager for communication and data reporting is ready and set up with several subscribing clients including the Information Access Module (IAM) and the Multi-Agent Subsystem. An additional client is available as a web based portal for debugging and testing of events. Also, the Kinect based occupancy detection system is able to use the Event Manager in order to distribute information to subscribers.

Usage of expressive and standardized information models have proven to successfully support project requirements and provide a stable platform for both publishers and subscribers of IoT data. Both Event and IoTEntity formats have supported all identified use cases, with appropriate specialization via usage of semantic annotation using RDF.

The basic LinkSmart Device Development Kit has been extended with reference implementations for seven different technical platforms responsible for integrating DERs, sensors and actuators. The reference implementations include Wireless Sensor Networks such as ZigBee and EnOcean, wired bridges to Building Management System via OPC, INDESIT Dishwasher as well as a generic interface for less capable and/or legacy systems including Arduino based occupancy detection (IR beams and pressure mats) and motion sensors from the building’s Alarm System. In addition, reference implementations for electricity generation from PV and Diesel Generators have been created.

All the reference implementations support the same communication interfaces and formats and provide a unified access model for all INERTIA components that utilize information from the DER and sensor cloud.

As far as control actions are concerned, all reference implementations in the DDK support a standardized RESTful API that unifies the original SOAP/WebServices and UPnP model in a REST based architecture. This means that invoking a control action is as simple as making an http request.

Experience gained during the last year of the project is expected to lead to requirements for implementing further improvements and changes until the final stage of the project. Thanks to the use of established common external interfaces in combination with the modularization and configurability of the Semantic Based Middleware solution, new requirements are considered to be possible for support no or limited interoperability issues for subscribing client systems.

D3.3 Ambient User Interfaces, User Behavioural Profiling and Activity Flow Framework

Specification

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Executive Summary

This deliverable presents the results of task T3.4 (Multi-Sensorial Activity Flow Detection & Modelling in controlled environments) and T3.5 (Ambient and Personalised UI & User Profiling Mechanism) of the INERTIA project, since one of the main objectives of the project is to provide “integrated prosumer profiles”, by incorporating behavioural, activity flows and environmental knowledge. This document reports the development work performed for the delivery of the Occupancy Flow Modelling and Prediction mechanism, the User Profiling mechanism and the Ambient and Personalized User Interfaces.

The human factor is an indispensable part of the INERTIA framework. INERTIA develops behavioural models as well as activity flows based on occupant’s individual and group preferences that affect and often define DER operations, performance and therefore overall DER flexibility (both generation and consumption). To this end, INERTIA provides an innovative learning mechanism that extracts individual and group behavioural profiles (preferences and comfort settings) based on implicit and explicit information acquired through different user interfaces. These profiles are efficiently combined with algorithms and techniques for automated extraction of spatio-temporal patterns and occupant activity flows based on the combination of evidence from multiple modalities (existing environmental sensors, PIR and other low cost occupancy sensors as well as image analysis). The overall scope of this analysis is to provide an integrated framework taking as main parameter the human factor.

Initially, the INERTIA Occupancy Flow Modelling and Prediction mechanism is presented comprising of three independent but cooperating frameworks: the Occupancy Extraction Framework, the Activity Flow Modelling Framework and the Occupancy Prediction Framework. Based on the analysis of available occupancy detection systems (including low cost sensors - such as PIR, CO2, pressure sensors – vision-based systems, RFID etc.) and occupancy extraction methods, the implementation of novel algorithms for automatic and unobtrusive building occupancy flows extraction as well as for individual location extraction in real-time is described. Moreover, a multi-sensorial setup is proposed for a wide range of tertiary building rooms and zones based on predefined criteria (e.g. installation cost, privacy, accuracy, technical aspects) and preliminary test results from CERTH pilot covering various business scenarios. The extraction of occupancy data sets the basis for the creation and update of the enriched overall and individual occupancy models specified in D2.2 (Tertiary Local Control Hubs consumers flow modelling and profiling) which serve as input for the occupancy prediction framework. The INERTIA occupancy prediction approach is presented both for the group-based and individual scenario explaining also the capability of incorporating scheduling information when available. Implementation details are provided along with some preliminary experimental results for framework evaluation.

Subsequently, the implementation of the INERTIA User Profiling mechanism is presented, addressing the individual building occupants and continuously acquiring information and identifying individual needs and preferences within building operational framework through indirect interaction of users with existing building control devices. This allows for the introduction of intelligence to the building operations, thus leading to the satisfaction of the INERTIA requirements for non-intrusive monitoring and control of tertiary premises. The occupant does not have to explicitly define specific operational profiles; instead these are defined by continuously monitoring user control actions and also reactions (corrective control actions) to specific automated control operations. Basic operational profiles are initially defined (based on initial default setup and minor user interaction) and then fine-tuned and continuously calibrated by monitoring occupant control activities under specific environmental conditions or other demand response related triggers. This approach ultimately leads to occupancy aware and context aware automated building control models.

Finally, a list of Ambient and Personalized User Interfaces is examined in order to set a fully-fledged environment for monitoring and control operations in local hub level. This allows the end user to be informed on the operational and environmental status and guides him/her in a personalized manner towards improving his/her energy consumption behaviour towards more efficient patterns. The user interfaces are further adapted to end-users needs and use real-time information for providing personalized services and information both to end-users and building facility managers concerning energy consumption either for individual sub-spaces or for the overall building. Therefore, the concept of the Ambient UI includes the implementation of different types of Interfaces: smartphones or public screens to visualize high-level information concerning the energy consumption of an area in order to increase the occupants' awareness and web interfaces for the facility manager of the infrastructure to visualize real-time (aggregated and correlated) information on the energy consumption of the building in order to have real-time information for applying suitable energy strategies to reduce the consumption and further negotiate the price of the energy with the energy provider.

Summing up, the scope of the current document is to provide the detailed implementation views of the above mentioned functionalities (occupancy extraction, occupancy flow modelling and prediction, user profiling and user interfaces), taking into account the impact on the holistic INERTIA Local Hub framework. The detailed presentation of the main occupancy and activity related aspects of the INERTIA project is provided towards the integrated approach of the Local Hub level.

Summary and Conclusion

This report has presented the implementation of the INERTIA Occupancy Flow Modelling and Prediction mechanism, the User Profiling mechanism and the Ambient and Personalized User Interfaces, along with the detailed specifications, in the scope of tasks T3.4 (Multi-Sensorial Activity Flow Detection & Modelling in controlled environments) and T3.5 (Ambient and Personalised UI & User Profiling Mechanism).

First, the Occupancy Extraction Framework was described, providing an extensive analysis of the implemented algorithmic approaches for three cases: depth-image cameras occupancy extraction (image analysis), multi-sensorial group-based occupancy extraction (Hidden Markov Model classifier and CRF classifier) and individual location extraction based on RFID (Rule-based method and CRF method). Also, various criteria were defined for the selection of a multi-sensorial system for a wide range of tertiary building rooms and zones and some preliminary results for the first two cases were presented from CERTH pilot. The evaluation of the preliminary results showed that the INERTIA Occupancy Extraction Framework can provide satisfactory solutions for various business scenarios (e.g. performance-driven, resource-constrained, minimum obtrusiveness, individual localization) and a different sensor combination may be selected depending on business environment’s needs, demands and constraints.

Following, the Activity Flow Modelling Framework was delivered, presenting the implementation of two different algorithmic approaches (Markov Chain Model and Semi-Markov Model) for the creation of overall and individual occupancy models based on historical occupancy data, along with an INERTIA Model instance example from CERTH pilot sites. Then, the Occupancy Prediction Framework was presented, providing an extensive analysis of the two implemented algorithmic approaches (based on Markov Chain Model and Semi-Markov Model respectively), the detailed input/output parameters and the evaluation of the algorithmic process. The two basic approaches were then enhanced through the incorporation of scheduling information and some preliminary results were presented for the group-based scenario coming from CERTH pilot and the collaboration with another EU FP7 project [14]. Framework evaluation revealed that the implemented prediction mechanism based on the Markov Chain Model provides quite satisfactory results outperforming the Semi-Markov based mechanism, the Historical Average and the publicly available Open Reference Models.

Subsequently, the detailed analysis of the INERTIA User Profiling framework was delivered. Different types of devices and algorithmic approaches were examined taking into account, the external preferences of the occupants, the control actions of the end users through the traditional building hub controls and the environmental/ operational conditions (context environment). The overall training and testing of the user profiling models was also delivered in a pilot area in order to further evaluate the results from the proposed framework. During the testing period, temperature, humidity and luminance conditions were captured along with the control actions of the users on interconnected switchers/dimmers in order to further correlate these types of events towards the extraction of occupants’ preferences/non preferences.

As a final step, a list of user interfaces was developed, addressing the end users requirements/needs as identified during the 1st year of the project. A set of good practices was initially defined and further considered for the prompt development of the end user interfaces. Mobile devices for the users with individual ID, public screens on specific areas and a dedicated web interface for the facility manager of premises were developed towards the visualization of enriched information about energy, context and business environment in tertiary buildings

This report can be considered as the document that addresses the role of the occupants in the integrated holistic local hub framework of the project. The occupancy factor lays cornerstone for the INERTIA energy performance optimization and thus a detailed approach is considered for the role of them in an integrated framework.

Summarizing, this deliverable provides a sound groundwork for the technical development of the occupant related aspects of the INERTIA system. As a result, the detailed views of the Occupancy flow and the User Preferences Profiling of the INERTIA integrated solution have clearly been defined. This report is provided as part of the overall development work of the occupancy, activity and user profiling work and sets the manual reference for the above mentioned analysis. Thus, a technical view is considered for the whole material. Further validation and evaluation results for the implemented mechanisms will be presented in the concept of calibration/parameterization of task T5.4 (System Lab Validation, Parameterization and Testing) and will be reported in the respective deliverable D5.3.2.

WP4: INERTIA Aggregators Monitoring, Management and Control Hub

D4.1 DER Flexibility Analysis, Aggregation and Forecasting Module

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Executive Summary

This document is based on the results of Task 4.1-DER Flexibility Analysis, Aggre-gation and Forecasting Module of the INERTIA project and describes the devel-opment of the INERTIA visual analytics tools that supports the analysis of large volumes of DER related Energy / Flexibility Profile data of Aggregators Portfolios. This document is delivered as the functional and technical documentation for the prototype development version of the tool for the INERTIA Aggregator.

The data analytics tool allows for multi-criteria analysis and detection of spatio-temporal patterns that are important for the optimal management of Aggregator’s portfolio (clusters of Local Hub). A special interest is delivered for the analysis of Demand Response strategies/operations though a holistic approach is considered for the whole functionality of the tool. More specifically:

  • Multi-parameter criteria analysis algorithms and tools of DER flexibility within the Aggregator’s Prosumer portfolio. The Visual Analytics compo-nent will provide visualization and interaction mechanisms to the Aggrega-tors for multidimensional analysis, correlation and efficient manage-ment of prosumer profiles and prosumer flexibility. Commonalities and complementarities between loads are identified towards dynamically extracting load clusters for different purposes (Loads with Zero Flexibility, Loads with variable flexibility (under specific constraints and incentives) and Loads with High Flexibility (under any condition and with limited re-quired incentives).
  • Through the Visual Analytics tool, alternative testing scenarios will be evaluated for several business purposes (cost-benefit analysis, DR strate-gies etc). Eventually, Portfolio Analysis will be performed revealing Dy-namic Clusters based on different dimensions, addressing specific situa-tions and specific market needs (energy based analysis, business based analysis etc.).
  • In addition and in order to extract optimal operational strategies within the portfolio, a Portfolio Optimization process is considered. Addressing specific trends within the portfolio, a simulation mechanism is delivered as a supportive tool for the optimal placement of the Aggregator during DR operations.
  • Towards this direction, innovative visual analytics techniques are de-signed for performing hypothesis testing and also evaluating dynamic sce-narios (visual, textual, time-series, graphs, vectors, etc.) and in multiple visualization environments (Visual Analytics Techniques).

The whole process is delivered in order to define the specific scenarios and as-pects addressed by the project and further provide a fully functional tool for the aggregator. The whole analysis is delivered on the Aggregator’s Database, for the extraction of clusters that address the different needs examined in various Busi-ness Scenarios.

Summary and Conclusion

This report has presented the documentation of the prototype for the INERTIA Aggregator’s Visual Analytics tool of the project. Initially, the methodology framework was presented towards the detailed reference of the Visual Analytics as part of the Aggregator’s Integrated DSS system.

The detailed overview on the data algorithmic and visualization techniques pre-sented in this deliverable will further drive the design and implementation of the whole application system. A tabular format was selected to illustrate the core characteristics of the INERTIA Visual Analytics system, as they should be ad-dressed during the implementation phase.

Moreover, in Section 3 the detailed description of project specific scenarios, tak-ing into account the data modelling work, provide a comprehensive view of the tool focusing mainly on the major elements posed also on the description of work. More specifically, and as part of the analytics part of the work, different clustering and classification scenarios examined along with the definition of trends and out-liers on the portfolio that further feed the forecasting and simulation engine of the tool. In order to provide this extensive functionality, several algorithmic ap-proaches (mainly based on machine learning) have been incorporated as the back end of the application.

Then, in section 4 an in depth analysis on the technical characteristics of the ap-plication is provided with a detailed presentation of the visual analytics interfaces. The involvement of the developers to the refinement process was significant as it resulted in a more coherent architecture definition, which also encapsulated the view from developers. This section is provided in line with the definition of the scenarios delivered in section 3 and thus it set the main manual documentation of the tool for the end users of the system (Aggregators stakeholders).

Summarizing, this deliverable provides a sound groundwork for the technical de-velopment of the INERTIA Aggregator’s Visual Analytics tool. The scope of this deliverable is to provide an enriched documentation that fully covers all the issues related to the prototype implementation of Visual Analytics application. Though, this documentation provides the whole analysis of the software as a standalone application, a detailed view of the system is expected as part of the work in De-liverable 4.3 “INERTIA Aggregator Integrated Decision Support System” where the main interest is the incorporation of the Data analytics tool as part of the Ag-gregator’s Integrated DSS System.

WP5: INERTIA Integration & Lab testing

D5.2.1 INERTIA Simulation Test Suite

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Executive Summary

This deliverable presents initial results from Task T5.2 – INERTIA Simulation Test Suite carried out in the framework of the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) INERTIA. This is a first version of the deliverable defining the test suite for the integrated INERTIA components to be executed in the laboratory environment.

The technological solutions developed within the INERTIA project are tested into three main phases:

  • Individual components and subsystem tests: The three main subsystems (Local Control Hub, Aggregator Control Hub and DSO Control Hub) that comprise the INERTIA system are developed within different work packages of the project (WP2, WP3 and WP4). Each architectural component, implemented within these subsystems, has been already tested independently one from each other in the respective development work packages.
  • Laboratory testing: The three INERTIA subsystems are tested in a laboratory environment using a subset of real DERs and sensors and representative real life scenarios along with simulating scenarios that are not tested in the pilot tests. This phase is the one within the scope of WP5 where this report is included.
  • Pilot testing: The pilot tests in the scope of WP6 can be considered as a second phase of laboratory testing where the full set of real DERs and sensors are used in real life pilot installations on a larger scale.

The objective of this report is to describe the initial results of the work developed in Task 5.2 that defines the set of tests to be developed in the laboratory environment corresponding to the second testing phase mentioned above.

The rationale for performing laboratory tests is the following:

  • Perform tests that ensure the basic interoperability between the three main subsystems of INERTIA (Local Control Hub, Aggregator Control Hub, DSO Control Hub).
  • Test the real Local Control Hub with a subset of the real DERs and sensors that will be used in the pilot tests within WP6.
  • Simulate test scenarios that are not considered in the pilot tests (example: electricity distribution grid related scenarios).
  • Test scenarios with simulated Local Control Hubs that extend the aggregator’s portfolio of Local Control Hubs.

The first two points will ensure that the INERTIA system is functional and able to operate successfully during the full deployment of the system in WP6. The third and fourth points make possible to test the INERTIA system in scenarios that are not considered in the real pilot tests but are of great interest to demonstrate the full potential of the system.

This report is an intermediate version of the D5.2 deliverable that will be further extended and completed in the second version (D5.2.2) due to month 30 of the project. This report sets the basis for developing the full and detailed laboratory test suite that describes the laboratory tests as a set of steps along with the expected results at each step that will be reported in D5.2.2.

Summary and Conclusion

Deliverable D5.2.1 is the first version of the overall task 5.2 work and defines the basis for defining the INERTIA simulation tests within WP5. The objective of the simulation tests is twofold; on one hand the tests ensure that the integrated INERTIA system is operating successfully in a laboratory and limited real environment. This will minimize the problems and issues that may arise during the full deployment of the INERTIA system in WP6. The integration testing consolidates all the components developed in the INERTIA project that have not been tested in terms of interoperability and communication interfaces yet. On the other hand, the simulation tests deal with situations that can only be simulated in a laboratory and controlled environment (network operations, performance tests, etc), since the scope of the pilot testing cannot reveal all the potentials of the INERTIA system.

The definition of the tests starts by looking at the INERTIA system requirements specifications defined as a complete set of use cases covering all the functionalities of the INERTIA system. These requirements have been analysed and a set of high-level test scenarios have been derived from them. These test scenarios are defined to meet all the requirements presented in the use cases. The approach ensures the verification of system core functionalities in terms of successful operation testing and integrated performance.

The simulation tests include the complete set of INERTIA subsystems namely a real LCH installation, a set of simulated LCHs, a real ACH and the DSO-CH where grid simulations are performed. These set of hardware and software elements comprise the INERTIA simulation test bed. This test bed includes a subset of the real DERs and sensors that will be used at the real pilot sites in WP6 (CERTH and TECNALIA premises).

The tests scenarios are divided into a set of categories starting from basic integration scenarios in which the interaction between the components is keep to a minimum in order to ensure that the basic functionalities work properly. Then a set of more complex scenarios are defined covering the different services that the INERTIA aggregation system can provide both to markets and to the distribution network operators. As a general scenario and in order to test the INERTIA system under stressing conditions, a set of scalability and performance tests are defined. These tests aim to push the system to its limits and allow identifying what services may be provided by the INERTIA solution.

This report (D5.2.1) is an intermediate version of the final report (D5.2.2). This version defines the basis for the tests definition starting from the system specification and the testbed. It also describes a high level view on the scenarios that will be tested. The final version of the deliverable will take the work presented in this deliverable as the starting point for presenting further details on the test scripts and the detailed operational input datasets required.

D5.2.2 INERTIA Simulation Test Suite

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Executive Summary

This deliverable presents final results from Task T5.2 – INERTIA Simulation Test Suite carried out in the framework of the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) INERTIA. This is a continuation of the deliverable defining the test suite for the integrated INERTIA components to be executed in the laboratory environment.

This deliverable takes the results of D5.2.1 as a starting point for developing detailed test scripts in the framework of the laboratory testing activities performed within WP5. D5.2.1 analysed the INERTIA integrated system specifications and developed a set of scenarios for testing the INERTIA system deployed in the laboratory facilities against those specifications. In addition to this, D5.2.1 also defined the test bed comprised by the software developed in the project together with the hardware hosting it and the final devices providing flexibility to the system.

This final version of the deliverable goes further and specifically details the following aspects related to the laboratory testing:

  • Implementation of LCH simulators both at micro-level and meso-level (see section 3.2 in D5.2.1 where these concepts were defined).
  • Data definition for executing the tests requiring external data. These tests are the ones related to imbalance risk reduction and network operation test scenarios.
  • Test scripts defining the set of steps to follow to execute each test and the criteria to evaluate the test success.
The main objective of the laboratory tests is to serve as a first validation framework before the full deployment of the system in the scope of WP6. These tests need to ensure that the different components developed within WP2, WP3 and WP4 interoperate between them as defined by the system specifications. In addition to this, the tests need to check that the actual deployment of the software and physical systems in the two laboratory test sites (CERTH and TECNALIA) are properly installed and configured and therefore that they are operative from a functional point of view.

The detailed test scripts describe in an exhaustive way the steps to be followed by the people doing the tests and the evaluation criteria to be used for reporting the test results. It is expected that the execution of the tests in Task 5.4 will discover issues that need fixing and aspects that need fine tuning both at software and software level. The round process of testing, result reporting, system fixing and adaptation is to be done in the framework of Task 5.4 following the test suite described in this deliverable.

In addition to the above mentioned points, this deliverable also describes any needed auxiliary tools for executing the tests. Specifically, it describes the Demand Response creation tool used for the automatic generation and sending of DR signals to the ACH in the scope of the scalability and performance tests.

Summary and Conclusion

The INERTIA system is a complex system containing multiple components that exchange information among them in specific sequence of interaction in order to perform its global energy management functions. These components were developed within the framework of different WPs in the project:

  • WP2 developed the higher level modules at the LCH (common information model, DER modelling, occupancy profiling and modelling, KPI modelling and the MAS integrating them).
  • WP3 developed the part related to the semantic middleware that integrates the sensor cloud and the physical DER devices into the LCH system. Further the occupancy profiling and user profiling engines are also developed. In addition to this it also developed the User interface components at the LCH level.
  • WP4 designed and implemented the tools and components related to the aggregation of LCHs and the distribution grid operation (ACH and the DSO).

There are two main aspects that need to be tested before going to the full system deployment in WP6. First, the system needs to be tested focusing on the integration aspects; this is to ensure that the different components do interoperate among them according to the functional specifications. The second aspect is to verify that the INERTIA components have been appropriately installed and configured in the two laboratory sites (CERTH and TECNALIA).

The definition of a test suite consist of describing the individual tests that will be performed in a detailed manner so that the tester is able to follow the steps indicated in each test script and verify the results according to the evaluation criteria specified. To this end, a set of 22 test scripts have been developed addressing all the system’s integration aspects. These test scripts start with the simplest test scenarios in which the INERTIA system operates without any market or grid operation requirements and ends with the most complex scenarios where market and network operation scenarios are considered and where the full potential of the INERTIA system is verified.

In addition to the set of test scripts, in order to conduct some of the test, additional resources might be needed. These are related to external datasets needed to feed some of the INERTIA components and also to the development of auxiliary software systems that enable executing the laboratory tests. Among the required datasets, the following have been defined:

  • Starting form real consumption and generation data, coming from monitored office buildings and PV installations, a set of demand and generation profiles have been generated together with the estimated flexibility. This data is used to create the meso-level simulated LCHs needed at the ACH and the DSO side for testing the high level market and network operation scenarios.
  • The micro-level LCH simulator needs data about DER systems, occupancy profiles and environmental conditions in order to build the set of virtual DER systems and contextual information for building the simulated portfolio of DERs.
  • Data for defining the distribution network used in the network operation scenarios referring to the electrical characteristics of the elements in the test network and its topology.
  • The imbalance risk reduction scenario is also defined considering different types of disturbances and events that may cause imbalances in the forecasted demand and generation.

Regarding the auxiliary software tools for testing, a software application has been developed for the generation, storage and sending of Demand Response signals to the ACH system. This tool will be used for debugging purposes and for conducting the scalability and performance tests.

The test scripts together with the data inputs and testing tools developed within Task 5.2 and described in this deliverable (D5.2.2) will be a key fundamental input for Task 5.4 where the laboratory tests will be performed and the integrated system evaluated.

D5.3.1 INERTIA prototype Lab Installation including Validation, Parameterization and Testing

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Executive Summary

This deliverable presents the work done in Task T5.3 – INERTIA Lab Setup and T5.4 System Lab Validation, Parameterization and Testing, as an initial approach to be followed for the testing execution defined in Task T5.2- INERTIA Simulation Test Suite of the INERTIA Framework. This is the first version of the deliverable, defining the deployment efforts made and the physical environment in which the system is intended to run in order to proceed with the testing operation in a controlled Lab environment.

The deliverable describes the INERTIA testing Lab set-up and infrastructures needed to deploy the test suites presented in T5.2. This is considered as a prerequisite in order to proceed in task T5.4 that includes the implementation of iterative testing and validation for all the integrated components that constitute the INERTIA framework. Thus, this version of the document (D5.3.1) aims to focus on the set-up specifications and equipment needed to be installed for the INERTIA testing Lab formulation, while the second version (D5.3.2) will move a step beyond by providing the outcomes obtained from the tests performed in the Lab, in terms of components interface, operation and communication testing.

More specifically, this document deals with:

  • The presentation of the infrastructures where the software components representing the three main Control Hubs (Local, Aggregator and DSO Control Hub) are intended to run, including all the high-level devices installed (PCs, Servers etc.) and some technical specifications for the interface and communication among the different pilot constituents (TECNALIA Microgrid Lab and CERTH pilot premises).In addition to this, an initial approach for the implementation of Simulated Local Control Hubs is presented.
  • The integration efforts for the real and simulated local generation sources, namely the PV parks, Diesel generators, to be tested for the initial provision of accurate and robust prosumer profiles towards the implementation of DR strategies. To this end, energy data concerning PV installations and one EV charge station in Sweden will be provided (ETC), further enriching prosumers portfolio with production data.
  • The Lab set-ups and equipment installed (gateway devices, network interconnections etc.) to seamlessly integrate a number of diverse DERs and sensors/actuators to the Semantic Based Middleware, allowing the semantic high-level translation of the low-level data acquired for the implementation of various automated monitoring and control strategies.
  • CERTH pilot implementation presenting the installation of the actual hardware equipment (DERs and sensors/actuators), intended to participate in the Real Local Control Hub testing execution, for the provision of micro-level data and the modelling of occupancy behaviour. The selection of hardware infrastructures are a subset of the final pilots to be implemented on a larger scale for the pilot rollout evaluation framework in WP6.
  • TECNALIA pilot implementation detailing the available equipment and infrastructure giving an overview of the DERs that will be part of the Local Control system hosted at CERTH and will be remotely monitored, controlled and consequently integrated to the whole system.

Once the INERTIA Lab set-up has been finalised, the outcomes of the subsequent task T5.4 will be presented in the second version of this document, by the end of month 34 of the project, giving a meticulous insight into the results of the iterative testing and validation of the INERTIA constituents.

Summary and Conclusion

This deliverable describes the deployment of the INERTIA integrated prototype at CERTH and TECNALIA selected pilot sites for the formulation of a functional controlled lab environment required for the system testing, validation and parameterization, prior to the actual rollout of the pilot evaluation of the whole INERTIA framework to its full extend.

At first, the deployment of the software components, comprising the INERTIA system, was presented providing information and brief technical specifications about the physical environment where the different components are intended to run, during the execution of the test scenarios in the final phase of WP5. Furthermore, the installations and the different application services towards the integration of the PV parks and the simulated Diesel generators, allocated in the selected pilots, along with energy production data that will participate in the testing evaluation were described. A first approach towards the simulated LCH implementation was presented as well.

Then, a thorough insight of all the physical DERs and sensors from both CERTH and TECNALIA Lab pilots was given, presenting the low-level infrastructures needed for establishing the real-time and continuous acquisition of data, facilitating an operational Lab environment able to handle extended testing efficiently integrated to the INERTIA prototype. More specifically, all the facilities constituting the multi-sensorial network and the diverse DERs, mainly located at CERTH, were detailed by providing their functional role and the results anticipated during the realisation of the test scenarios.

As a result, the formulation of fully-functional Lab is accomplished with the provision of the fundamental infrastructures needed to proceed towards the Lab pilot evaluation testing, where their coordinated operation in a controlled environment will be verified and possible errors will be resolved.

Summarizing, this deliverable presents the work done for the deployment of the INERTIA testing lab system at the selected pilot sites following the groundwork set by previous WPs concerning the technical development of the basic INERTIA components. A second version of this deliverable (D5.3.) will include the lab test results and the parameterisation and calibration needed at different parts of the overall setup, towards the provision of the final operational INERTIA framework. This will be the main reference for the implementation of the INERTIA evaluation scenarios realisation within the context of WP6 and the overall demonstration of the INERTIA system.

D5.3.2 INERTIA prototype Lab Installation including Validation, Parameterization and Testing

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Executive Summary

This deliverable presents the work performed in Task T5.3 – INERTIA Lab Setup and T5.4 – System Lab Validation, Parameterization and Testing, reporting the outcomes of the testing execution based on the framework defined in Task T5.2- INERTIA Simulation Test Suite. This is the second version of the deliverable, defining INERTIA individual components parameterization/configuration for optimal system performance and presenting in detail integrated INERTIA system laboratory test results.

The first version of the deliverable (D5.3.1) included mainly the deployment efforts made and the physical environment in which the system has run in order to proceed with the testing operation in the controlled Lab environment focusing on the set-up specifications and equipment needed to be installed. D5.3.2 moves a step beyond by providing the outcomes obtained from the tests performed in the Lab, in terms of components interface, operation and communication prior to the realisation and validation of the INERTIA system to a full extent in the full set of the project’s pilot sites (WP6).

Initially, an overview of the INERTIA Simulation Testbed and Test Suite is provided. INERTIA Simulation Test Suite consists of a set of test descriptions to be executed over the test-bed including the Real Local Control Hub, the Simulated Local Control Hubs (micro-level simulation, meso-level simulation), the Aggregator Control Hub and the DSO Control Hub. All the lab test scenarios and scripts have been analytically described in D5.2.2.

Then, the parameterization/configuration made in the lab environment for each individual component developed in WP2, WP3 and WP4 is provided towards the optimal integrated system performance. Parameterization/configuration includes optimal selection of values for utilized parameters, performance issues, benchmarking of various models/methods for the training components of the system (e.g. Occupancy Flow Modelling and Prediction Component), calibration mechanisms, adjustment of parameters based on real measurements, user preferences update based on final occupants corrective control actions etc.

Finally, the outcomes of iterative testing and validation based on defined test procedure are reported. Each test was assigned to one or more of the responsible partners in order to distribute the required efforts attempting also to assign tests in a way such that each partner examines functionalities other than those developed by him/her. In general, the tests were executed successfully meeting goals and requirements set. Where needed adaptations and improvements were made to respective components, in order to overcome the deviations or other issues encountered and fulfil the requirements of the overall integrated INERTIA system (defined in D1.2).

This deliverable marks the end of Phase 3 (System Integration & Lab Testing) of the overall INERTIA methodology, as well as the end of WP5 activities providing a meticulous insight into the results of the iterative testing and validation of the INERTIA constituents. The reported outcomes comprise the basis for the actual pilot rollout and realization in full extent, and provide valuable feedback for the real-life evaluation tests in WP6.

Summary and Conclusion

This deliverable reports on the results and main findings of the INERTIA integrated system iterative testing, validation and parameterization prior to its final deployment and full extent realization during the actual pilot rollout. Following the detailed test methodology, which has been already defined in the scope of the INERTIA Simulation Test Suite in D5.2.2, thorough testing of the INERTIA individual components and their communication within the overall system has been performed in the controlled Lab environment.

At first, an overview of the INERTIA Simulation Testbed and Test Suite was given to provide a general image of the achievements reported in deliverables D5.2.1 and D5.2.2 comprising the basis for system validation and tests execution. Then, the results of parameterization and configuration were presented for each of the components developed in WP2, WP3 and WP4 along with the required calibration mechanisms towards optimal system performance. Detailed description has been included in Annex B.

Afterwards, a thorough insight into the integrated INERTIA system laboratory test suite results was provided for all defined categories (basic scenarios related to LCH, ACH and DSO CH, market participation scenarios, network operation scenarios, system scalability and performance scenarios) where proper system operation was verified and encountered errors or deviations from expected results were resolved. Overall, the tests passed successfully (either immediately or after corrections) and no significant problems were encountered ensuring the proper integration of the INERTIA components at LCH level and their optimal performance during the real-life evaluation tests in WP6. Some minor technical or other issues presented in some cases were appropriately handled through corrective actions as explained in detail in Annex A.

Summarizing, this deliverable presents the results of the work performed for the execution of system lab validation, parameterization and testing along with the necessary calibration mechanisms, following the groundwork set by previous WPs concerning the technical development of the basic INERTIA components and towards the provision of the final operational INERTIA framework. This deliverable will serve as the main reference for the realisation of the INERTIA evaluation scenarios within the context of WP6 and the overall demonstration of the INERTIA system.

WP6: Pilot Set-up, Model Calibration and Assessment

D6.1.1 Business scenarios, pilot installation methodology & evaluation framework

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Executive Summary

This deliverable presents the Report on the Evaluation scenarios, pilot installation methodology and Evaluation Framework for the European Union (EU) 7th Framework Programme (FP7) INERTIA Project.

The first goal of this deliverable is to prepare the evaluation activities foreseen in the INERTIA project, providing an evaluation framework for adequately assessing the INERTIA platform. This goal directly relates with activities of Task T6.1-Pilot Evaluation Framework & Business Scenarios.

The second goal of this deliverable it to provide the topology design, deployment and pilot execution plans for the two INERTIA pilot sites (Spain, Greece) that will support forthcoming WP6 activities, namely the actual installation and execution of the pilots, the training and validation of the model and the evaluation work.

The deliverable starts by providing a general description of the Pilot Sites, identifying the specific areas selected for the pilot activities and discussing the pilot installation methodology. In addition, a summary of the measurement data from the pilot installations and the way these data are handled as part of a concrete framework is provided.

Then, the scope of the evaluation to be conducted in WP6 is addressed, presenting the main objectives of the evaluation process and the identification of relevant evaluation criteria.

To this end, both performance indicators for each of the previously identified criteria and evaluation scenarios are proposed along with possible measurement approaches. The overall approach is considered as hybrid, addressing both the evaluation of components and the overall INERTIA framework performance through their impact on quantified indicators, as well as their direct contribution against the requirements of end users in the pilots. Following a User Centred Approach, questionnaires and the necessary informed consent documents are distributed to the users.

Finally, a tentative road map for the incremental process of the activities is proposed, concerning the deployment and the execution of the pilots along with the conduction of the evaluation activities.

This is the first version of the deliverable addressing the high level concepts of the evaluation framework. Since the pilot evaluation is a continuous and iterative process, a review of the evaluation scenarios will be provided along with a refinement of the material to support the overall evaluation process.

Summary and Conclusion

The document constitutes the first version of the INERTIA Business scenarios, pilot installation methodology & evaluation framework.

This deliverable has two distinct goals:

  • To prepare the evaluation activities of the INERTIA project, providing an evaluation framework for adequately assessing the INERTIA overall platform.
  • To provide the topology design, deployment plans and execution plans for the two INERTIA pilot sites (CERTH premises, TECNALIA premises).

First, an overview of the two planned Pilot sites (CERTH premises, TECNALIA premises)was provided, including the identification of the specific building areas to be covered by the pilots and the overall deployment phase of pilot installations as defined so far. Regarding the design of the Pilots, the optimal strategies to locate and install each type of sensor and the communications infrastructure (local network(s), secured remote access) are considered to be taken into account and tested in a subsystem formulation during WP5 activities. Based on those requirements and on further analysis of the Pilot areas (building particularities, unexpected constraints etc.), the pilot infrastructures of each area were presented, in a high level view analysis, along with their expected contribution during the evaluation process (i.e. data to be acquired).

The next sections of the deliverable were devoted to the evaluation framework. The objectives and main goals of the evaluation are outlined along with numerous relevant evaluation criteria. Then, performance indicators that cover the evaluation criteria are presented, and possible tools and approaches to measure those satisfaction indicators are investigated. Namely, four evaluation scenarios were extracted from the Business Cases, previously developed in Task T1.2, and mapped against the evaluation criteria. The approach towards these evaluation scenarios was also discussed, with the identification of the need to support both onsite and offsite evaluation processes. This requires the preparation of supporting materials, such as pilot documentation, videos, and remote access to the INERTIA tools and models of the Pilot sites – in addition to the questionnaires to be used to collect feedback from the end users of the system.

Overall, these elements provided a first perspective to be further used as a reference point on the proposed evaluation framework that will be further analysed, discussed and refined by the end of M34 of the project.

Finally, a concrete plan for the installation and operation of the Pilots was proposed, in order to anticipate unforeseen issues related with pilot installation and operation (in time to influence the planning and installation of the other pilot areas) and finally smoothly transit to the overall integration testing of the INERTIA framework.

D6.1.2 Business scenarios, pilot installation methodology & evaluation framework

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Executive Summary

This deliverable presents the Report on the Evaluation scenarios, pilot installation methodology and Evaluation Framework for the European Union (EU) 7th Framework Programme (FP7) INERTIA Project. It is the second version of D6.1, extending the high level concepts defined in the first version, refining the evaluation scenarios and providing in detail the framework and material needed to support the actual INERTIA evaluation process.

The first goal of this deliverable is to prepare the evaluation activities foreseen in the INERTIA project, providing an evaluation framework for adequately assessing the INERTIA platform. This goal is directly related with activities of Task T6.1-Pilot Evaluation Framework & Business Scenarios. The second goal of this deliverable is to define specific evaluation tests in order to address the defined evaluation scenarios and be able to extract measurable results for the evaluation of the overall INERTIA system, covering all implemented functionalities and identified business cases.
The deliverable starts providing the updated version of the INERTIA evaluation framework which was initially defined in the 1st version of the deliverable. Then, the overall INERTIA system evaluation framework is presented including specific evaluation tests to be performed in order to address the defined evaluation scenarios, along with the corresponding evaluation metrics which will be utilized per test for the extraction of measurable results as well as the evaluation plan to be followed during pilot realization for tests execution. Subsequently, the preparatory activities which should be performed for user experience evaluation are provided along with the dedicated questionnaires which have been prepared to address each type of end user (Final Occupants, Facility Managers, Aggregators, DSOs).

The overall approach is considered as hybrid, addressing both the evaluation of components and the overall INERTIA framework performance through their impact on quantified indicators, as well as their direct contribution against the requirements of end users in the pilots. Following a User Centred Approach, questionnaires and the necessary informed consent documents will be distributed to the users.

To sum up, this deliverable provides the updated version of the INERTIA evaluation framework and defines in detail the activities and steps which should be followed towards the implementation of the actual evaluation process of the project and the extraction of results in terms of INERTIA overall system evaluation, INERTIA individual components evaluation and User Experience evaluation. These results will be reported in detail in deliverable D6.3.

Summary and Conclusion

The current deliverable aims at describing the pilot evaluation scenarios and provides the methodological framework for the assessment of the INERTIA system during the pilot realisation and therefore the guidelines for effective execution of the pilot scenarios.

Through this deliverable the update schedule and preparatory activities for the evaluation process are provided along with the scenarios that have been revised, in order to evaluate all aspects of the INERTIA system.

The document provides a brief description of the main pillars of the evaluation framework that are:
• Project objectives analysis
• Impact Assessment Analysis
• End users Acceptance Evaluation

It also provides the methodological framework according to which the whole evaluation has been developed, the objectives of the evaluation, and the experimental objectives per specific assessment type. The steps that each assessment method will follow and the measurement tools that will be used in each case are also defined. Therefore, this document outlines an updated study design corresponding to each assessment type (e.g. definition of indicators (metrics), data collection method, implementation of pilot scenarios).

Summarizing, pilot premises (CERTH, ETC, TECNALIA) have been designed in such a way as to demonstrate the overall impact assessment analysis of the project and evaluate its results. In line, with the INERTIA system evaluation, valuable feedback from end users of the system is collected through project specific workshops and seminars. Therefore, the INERTIA assessment plan presented in this document outlines the vision of the INERTIA Consortium.

D6.2.1 INERTIA prototype rollout on pilot infrastructures

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Executive Summary

This first version of deliverable D6.2 presents the initial results from Task T6.2- Tertiary Buildings infrastructures installations addressing the INERTIA platform physical installations at project’s selected Pilot Sites along with the primary system configuration and on-field testing.

More specifically, this report illustrates the entire pilot infrastructures decomposed into the core equipment (software, supporting hardware, communication networks, interfacing, auxiliary equipment etc.) utilized to set up the INERTIA Integrated Prototype depicting the actual efforts, challenges as well as achievements during the deployment task. To this end, both pilots’ trials at CERTH/ITI and TECNALIA premises are realised taking into consideration the user centred design approach.

The INERTIA Lab, which was formulated to deploy the test suites towards system initial validation, incorporates a representative percentage of the overall pilots enabling the examination of local demand (represented by multi-faceted areas with different usage patterns) and generation features in a controllable yet realistic manner.

A wide variety of sensor and actuator technologies that have been deployed using both wired and wireless networking solutions. In particular, the existing network of sensors already integrated with INERTIA system allow power, occupancy as well as environmental conditions (temperatures, luminance and CO2 level) monitoring, while actuator devices set the proper control actions to a set of devices.

The multi-criteria solutions provided with the heterogeneous sensor types regarding the accessibility and data formats has further led to the incorporation of many different integration approaches, though maintaining project consortium ambitions to implement a unified framework when applicable in order to reduce the software development and maintenance efforts. To this end, the reuse of existing installations available in BMS and Alarm systems reduced the amount of required new installations, keeping the interference level with building structure low, while wireless technologies contributed to a relatively simple deployment task.

Remotely available generation data sources from TECNALIA and ETC El have been included in order to further extend the local generation units enhancing the generation profile of the prosumer pilots.
Special precautions have also been taken into account in order to ensure that end-user comfort has not been compromised during installation period as well as during pilot testing implementation.

The final planning of installations in pilot premises will be documented in D6.2.2, as an updated version of the current document. The roadmap for the next planning period includes:
• Extension of software and hardware installation to the full scale of the INERTIA Pilots
• Final solutions for unsolved limitations as reported in this document.
• Improvement of performance, stability and scalability.
• Sustainability and interoperability for measurement extraction for a vast period of time.
• Extended evaluation of the INERTIA Pilot installation and results.

Summary and Conclusion

The initial deployment and realisation of the INERTIA Pilot sites successfully fulfilled the core objectives of the INERTIA Framework towards the elicitation of useful results from the INERTIA Living Lab evaluation as well as the extraction of real-case pilot data through the prototype rollout.

More specifically, experience earned and challenges encountered during the Pilots planning and installation process in terms of optimal installation (topology, wiring, etc.), configuration and calibration of each solution separately, communication among components with different communication protocols (EnOcean, ZigBee, RS232, TCP/IP, etc.), storage and real-time processing of a massive amount of data as well.

The dimension of the Lab INERTIA Pilots was kept to the minimum (Developer’s Office, Meeting Room, Corridor and Rest Area, Conference Room, and Kitchen), so that it could be realised in a short time period, while consisting of a representative percentage of the overall Pilots, as it was described in previous deliverables [1, 4, 5]

To this end, the consecutive actions implemented focused on rendering the selected pilots fully operational for the INERTIA platform rollout. As presented in sections 2 and 3 of the present document, each space selected was equipped with various software and supporting hardware installations. The preliminary reports from the first part of the INERTIA Pilots shows the below most significant achievements:
• Integration with existing infrastructure without intervening to the existing functionality and installations.
• Minimum obtrusiveness to the End-User comfort in all accounts (visual, thermal, acoustic, etc.).
• Interoperability among different components and their real – time cooperation through the semantic middleware for sustainable operation of the INERTIA Platform.
• Real-time communication and interaction with Grid Aggregator and the DR Signals, along with over the Grid Local Hubs (TECNALIA Diesel Generators, ETC Wind Turbines and PV Parks).

By the next few months, until the finalisation of installation process (M34), the remaining efforts are summarized below:
• Extension of software and hardware installation to the full scale of the INERTIA Pilots (Including ETC El EV charging station).
• Solutions for unsolved limitations, as these were presented in Section 3 (including smart Dishwasher control and improved lightning control).
• Sustainability and interoperability for measurement extraction for a vast period of time.
• Optimisation of performance, stability and scalability over time including management of the increasingly large data sets to be handled.
• Extended evaluation of the INERTIA Pilot installation and results.

Following the current status of installations, and the roadmap for the next and very last phase of pilot testing period, a full set up of sensors/ actuators installation, configuration and management will be delivered towards the prompt evaluation of INERTIA pilot cases scenarios.

D6.2.2 INERTIA prototype rollout on pilot infrastructures

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Executive Summary

The main aim of this deliverable is to describe the second and final phase of continued software deployment and physical installations for the three selected pilot areas (CERTH premises in Greece, TECNALIA Microgrid lab in Spain and ETC PV/Wind and EV charging station in Sweden).

The total set of deployed sensors and actuators has been expanded to provide total coverage of the pilot sites, including Researchers’, Director’s and Administration offices, a corridor and the ITI Building and First floor as a whole. All areas include HVAC and Light equipment, Home and Office appliances, which are now being monitored for usage and energy consumption. All areas are also subject for monitoring of environmental conditions (temperature, luminance etc.) and occupancy (from motion sensors, sound sensors, RFID etc.). The number of reporting sensors has been possible to increase in a cost effective manner thanks to deployment of software defined, “virtual “ sensors.

Existing solutions have been improved and reconfigured based on feedback, technical tests and experiences made during the initial phase as well as feedback extracted from end-users. In particular, optimisations of performance, stability and scalability over time including management of the increasingly large data sets have been handled. Issues detected and reported as part of phase 1 have been possible to resolve in a variety of ways depending on the type of problem via reprogramming, reconfigurations, replacement of hardware etc.

A number of internal and public events presenting the INERTIA pilots have been held at CERTH-ITI premises. These activities have served to create awareness and engagement of the project objectives for primarily the building’s so called end-users, but also to local public organizations and the general public. Facility Managers and staff have been subject for more direct training of system usage, including the Facility Manager User Interface, the Space UI and the Mobile UI. The second phase of installations has been able to confirm and expand the results from the initial phase to achieve full coverage of the INERTIA pilots in terms of office spaces and DERs. In particular, the key points are:
• Integration with existing building infrastructure without causing issues to the existing functionality and installations.
• Minimum obtrusiveness to the End-User comfort in all accounts (visual, thermal, operational etc.)
• Interoperability among different components and their real–time cooperation through the semantic middleware for sustainable operation of the INERTIA Platform.
• Real-time communication and interaction of CERTH pilot areas/DERs and remote pilot areas/DERs (TECNALIA Diesel Generators, ETC Wind Turbines and PV Park, ETC EV Charging Station) with Grid Aggregator.

Summary and Conclusion

All physical deployments of hardware (sensors, actuators, gateways) as well as software modules for various integration and bridging tasks within the three selected pilot areas have been successfully installed and configured as a result of the second phase of task T6.2. The work during this phase has been using experiences and feedback from the first phase as a starting point incorporating additional results from further technical validation and tests to achieve a final optimal solution.

Also, a number of activities involving end-users of the CERTH/ITI building, have been realised to create awareness of the INERTIA project, its aims, concepts and capabilities as well as of the actual installations and their operational routines. Special training activities have taken place both for the Facility Manager and for CERTH staff. As an integrated part of all activities, valuable feedback has been collected which has then been used for improvements towards the final solution. In general, occupants had a positive view about the usefulness of the INERTIA system and they would accept the installation of sensors in their workplace as long as their comfort would not be compromised. Some raised privacy concerns indicated the need for further provision of information and for the active role of the INERTIA Ethical Helpdesk, while some comments about the presented UIs led to significant improvements. The iterative and user centred approach taken has successfully contributed to the final results in this task.

The second phase of installations has been able to confirm and expand the results from the initial phase to achieve full coverage of the INERTIA pilots in terms of office spaces and DERs. In particular, the key points are:
• Integration with existing building infrastructure without causing issues to the existing functionality and installations.
• Minimum obtrusiveness to the End-User comfort in all accounts (visual, thermal, operational etc.)
• Interoperability among different components and their real–time cooperation through the semantic middleware for sustainable operation of the INERTIA Platform.
• Real-time communication and interaction of CERTH pilot areas/DERs and remote pilot areas/DERs (TECNALIA Diesel Generators, ETC Wind Turbines and PV Park, ETC EV Charging Station) with Grid Aggregator.

The final installations resolve the issues reported after the first phase, including additional functionality for the smart Dishwasher and improved lighting control. In particular, a substantial effort has been made to ensure sufficient performance, stability and scalability over time including support for high volumes and frequency of control actions as well as management of the increasingly large data sets to be handled for sustainable measurement extraction concerning a longer period of time.

D6.3 Pilot Results & User Experience Evaluation

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Executive Summary

This deliverable presents the Report on the evaluation of pilot results and user experience for the European Union (EU) 7th Framework Programme (FP7) INERTIA Project. The overall evaluation of the INERTIA framework was performed based on the results obtained during the realisation of pilot use cases according to the pilot evaluation framework and business scenarios which were defined in detail in deliverable D6.1.2.

Initially, the improvements brought by individual components of the INERTIA framework are evaluated both in Local and Aggregator Control Hub level in terms of implementation, measurable results (based on actual pilot data) and progress beyond the state-of-the-art. Following, an overview of the results from the evaluation of the overall INERTIA framework based on data obtained during pilot realisation is presented, concerning the compliance against defined project objectives as well as the results from the defined evaluation tests per evaluation scenario along with the most important conclusions for the overall improvements brought by INERTIA-enabled DSM strategies and programs.

Towards the actual involvement of INERTIA stockholders in the evaluation process, various dedicated pilot and end-user preparation activities were also performed, so that users’ feedback would be on time, reliable and easy to analyse. In particular, among others, specific workshops and seminars were organised in order to reach stakeholders, present INERTIA project achievements and results, and gather feedback both through open discussions and delivered questionnaires. User Experience evaluation was conducted at the end of the pilot realisation phase for all types of addressed end users (i.e. Final Occupants, Facility Managers, Aggregators, DSOs) based on the corresponding evaluation framework.

Summary and Conclusion

This report presents the final results of the evaluation phase of the INERTIA system. This evaluation comprises of three main parts: the assessment of individual components, the assessment of the impact of the overall system and end-user experience evaluation.

For the individual components evaluation, the general conclusion showed that the majority of the components behaved according to the technical and functional requirements set, managing to fulfil the defined goals to a satisfying extent. No major issue was identified during the pilot realisation phase. As a key indicator, during the pilot trials the deviation of DER Flexibility models, simulating the consumption, in comparison to the real measured consumption was around 8%.

For the overall system evaluation, 3 main Evaluation Scenarios were realised, covering the different business perspectives examined within the INERTIA framework. On the one hand, the pilot trials conducted at the real-prosumer (CERTH building in Greece) showed that under the several different conditions tested, the building subsystem (Local Control Hub holistic flexibility framework) managed to apply automated control of building’s assets (HVAC, Lights, Other), achieving significant results in terms of energy reduction and flexibility potential (both downwards and upwards) within a context that managed to maintain the overall comfort of building occupants to targeted levels. In particular, the energy savings ranged from 18% (building operating in comfort mode) to 29% (building in Energy Efficient mode, utilizing dynamic pricing). The thermal discomfort was further kept within acceptable levels (lower the 45% discomfort) and as low as 29% discomfort (in comfort mode) (on a scale where 25%-50% discomfort is considered acceptable while 0%-25% is considered optimal). In this context, the financial profits reached as high as 28% (Energy Efficiency utilizing dynamic pricing) to 16% (comfort mode) in average numbers, with a potential of 18%-28% CO2 emission savings. Finally, the maximum downwards flexibility (calculated for the next 15-minute period) accounts for 18% to 24% on average, while the upwards flexibility has been determined as high as 80%.

On the other hand, based on the integrated system tests simulating grid abnormal conditions that required demand response flexibility to be utilized at different levels, the Aggregator Control Hub managed to successfully provide the requested amounts of flexibility to the DSO. Situations requesting both downwards (congestion management) and upwards (high penetration of distributed generation) flexibility were simulated using the DSO tools, and in most of the cases the INERTIA framework demonstrated that such a solution of active Demand Response management utilizing aggregated prosumer flexibility could bring desired results in stabilizing the grid.

Finally, the system evaluation from end users at building level (end users and facility managers) showed that the system behaved in an acceptable way, providing useful User Interfaces and simple interactions. In addition, feedback received from energy stakeholders (DSOs and aggregators) showed positive reactions and potential from a business perspective towards implementing the concepts and results achieved within INERTIA context in the long run, therefore enabling future efforts towards this direction.

WP7: Dissemination of Results & Exploitation

D7.1.Marketing Dissemination Plan and Dissemination Material

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Executive Summary

This document, entitled “Marketing, Dissemination Plan and Dissemination Material”, consists in the detailed and well targeted dissemination plan that will uptake all possible and appropriate dissemination channels and means also exploiting the immense collaboration and open deliberation capabilities provided by contemporary social networking.

According to the INERTIA dissemination plan, the planning activities corresponding to this Deliverable take place in Task T7.2 (“INERTIA Marketing & Dissemination Plan”). The main goals of this task are:

  • "To define the overall dissemination strategy of the INERTIA Project, including the detailed planning of the dissemination tasks to be carried out by the project partners."
  • "To define and implement an ample management framework for the Dissemination Activities, including monitoring mechanisms and performance metrics, for evaluation and feedback adjustment of on-going activities."

The web site is available at the following addresses: www.inertia-project.eu which was created in order to provide help in the co-ordination of ongoing project work, to share documents and resources, and to disseminate the project concept, objectives and outcomes.

The primary role of this web site is:

  • to provide information in the general public about the INERTIA project concept, innovations and actions
  • to comprise a tool for communication and exchange information on the project between the partners of the project

The web site area defines one of the main dissemination channels of the project and thus a high interest is derived for the optimal management of the INERTIA portal.

Initially, an introduction to the dissemination plan in the first steps of the projects is provided. The whole INERTIA dissemination plan reflects the different INERTIA Stakeholders and thus a mapping approach is considered.

In the next sections, a special interest about the INERTIA means of dissemination is provided. The main parts, the appearance and the functionalities of the INERTIA Web site are presented in detail. These sections describe the developed web site, its structure and the underlying technology used. Apart from the web site area a reference to the available INERTIA Social Media is delivered. In addition, a short introduction to the holistic design approach and presentation of the INERTIA project logo and dissemination material layout designs complement the deliverable’s structure and content. The document presents the overall methodology behind the design of this project’s dissemination material (logo, leaflet, poster, newsletter) and gives an initial overview of the material design layouts.

Apart from the means of dissemination, a list of potential Channels and Opportunities, Scientific Journals and Conferences, Related Projects, Initiatives and Working Groups are provided in order to cover all the main channels of dissemination. A detailed reference on the potential synergies of the INERTIA project with the respective channels is provided, as part of the whole INERTIA Dissemination Plan.

The role of the pilot area testing is core for the evaluation of the holistic INERTIA framework. As some privacy issues may raise during the pilot site evaluation, a separate dissemination plan is provided for the Pilot area. A detailed list of pilot based dissemination material and a series of internal conferences and workshops are going to be held in order to cover the special ethical issues that may raise during the pilot testing period.

Finally, and based on the aforementioned analysis, the concrete INERTIA Implementation Plan of Dissemination is provided. The main scope of the INERTIA project is to provide and follow a fully fledged dissemination plan, in order to disseminate the INERTIA framework in an extended way and in full compliance with the initial exploitation plan, as provided in INERTIA DoW.

The actual execution of dissemination activities takes place in the following WP7 Task (T7.4 “Dissemination Activities & Exploitation”) in order to promote the project during events, conferences, workshops and additional demonstration actions. Deliverable D7.2 (Report on Dissemination Activities, Public Participation and Awareness) will manage the dissemination actions that are going to take place during the INERTIA project period.

Summary and Conclusion

The main objective of this deliverable to is establish a multi-dimensional dissemination approach that will address all relevant target groups and raise public awareness among them of the developed technologies and solutions in order to make them aware of INERTIA framework concept. This plan will ensure that the project results, both research outcomes and developed tools, are widely disseminated towards relevant target groups: stakeholders groups (targeted user groups and their associations, relevant scientific/technological communities, interested industrial sectors and the potential “consumers”, international bodies), potential end-users that will be impacted by and benefit from the INERTIA results (like Distribution System Operators, Aggregators, ESCOs, facility operators) as well as also the general public.

Considering the timetable of the project, first significant results are to be expected after the modelling work, so from the beginning of the second year of the project. Thus, the major part of the dissemination events will start to be high in the following period, although some project materials such as the website, the project leaflets and project posters have already been created and presented. Once the empirical results of the project are collected and new insights have been gained, a more detailed message can be addressed to the target groups, enhancing the effectiveness of communication.

During the first year of the project's lifetime, the INERTIA project has started to spread its scientific scope on different fields of dissemination, i.e., presentation of the 1st year project results through INERTIA e-newsletters, a number of INERTIA related workshops. Thus, this limited number of dissemination activities will be multiplied, when the lab and pilot testing results will be available for mass exploitation.

D7.2 Report on Dissemination Activities, Public Participation and Awareness

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Executive Summary

The document ”Report on Dissemination Activities, Public Participation and Awareness” provides the progress and outcomes of T7.4 about the nonexhaustive list of dissemination activities accomplished throughout the 2nd year period of the INERTIA project.

More specifically, the deliverable details the presentation of all the dissemination activities of the INERTIA project, taking into consideration the dissemination and exploitation strategy plan determined during the implementation of T7.2.

At first, a brief summary (after the introductory section) outlining the basic dissemination actions, as determined at the early stages of INERTIA project, is provided along with the definition of the management dissemination framework to be followed for the effective implementation of the predefined actions and the successful enhancement of the main target groups into the INERTIA initiatives and outcomes. Towards this direction, the distribution of efforts is addressed among the INERTIA partner consortium for the coordination of all attempts under the same principles and ethics. In addition, further refinements and extensions of the already existing promotional content and dissemination material (web portal, leaflets, posters etc.) are performed, as elaborated by the end of the second year, in order to accomplish all the requirements defined in Task 7.3- INERTIA Web Portal - Dissemination Channels & Promotional Material officially finalised by the end of the 3rd year of the project.

Subsequently, and taking into consideration the strategy and implementation planning of the diverse dissemination activities, several actions are documented in terms of virtual and physical promotion of the INERTIA concept and results (web-based promotion activities, project press releases, synergies conduction with related projects etc.). These activities embody the main part of this deliverable and thus an extended analysis of the respective promotion mechanisms is provided.

Special emphasis is given on the customised dissemination activities at pilot areas, accommodating the INERTIA system, for the effective engagement and involvement of end pilot users in the testing evaluation process. This targeted group, comprised by all the pilot occupants, will actively evaluate the overall INERTIA framework addressing their experience upon the end user-oriented mechanisms applied for the scope of INERTIA project. The considerable differentiations that distinguish end pilot users are outlined providing the necessary background for the dissemination strategy to be followed already defined and prepared during the initial planning period. This document moves one step forward, by further enriching, implementing and finally presenting the different pilot related activities especially due to the pilot testing execution at CERTH premises by the end of the 2nd year of the project.

In order to have a concrete view of the INERTIA dissemination activities, a list of monitoring indicators is also demonstrated for the evaluation of the whole INERTIA dissemination strategy. Finally, the main outcomes derived from the whole dissemination process are summarised depicting their impact on the progress of the project towards the wide yet successful dissemination of project results, namely research outcomes and developed tools.

By the 3rd year of the project, given the fact that the INERTIA framework will have been finalised and validated, a more active dissemination participation is expected demonstrating the actual results from the integration process and the pilot demonstration.

Summary and Conclusion

During the second dissemination period of the project (2nd year), there has been a steady increase in the dissemination of information regarding the INERTIA project. The project has a fairly rich outcome on the dissemination, covering regional and national events and also the scientific communities.

The amount of information available on the website has increased with all current deliverables and available project material available for download by interested stakeholders. In addition, related project news and project dissemination activities are wide-spread through the project portal and social media channels towards the prompt notification of external stakeholders about the project progress and initial outcomes.

In addition, a list of conferences, events, workshops and synergies with other projects have been addressed for the dissemination of the INERTIA project results. A special interest is delivered on the dissemination of project concept and ideas on the pilot users towards the prompt implementation of the pilot installations and test. Thus, the dissemination material and the respective activities have also been reported as part of the document.

Small deviations from the dissemination plan and strategy (mainly referring to the number of publications made by the consortium) are expected to be covered during the final year of the project, since many publications are currently being finalized, while others are going to be prepared once the final results of the project are produced and put in to pilot testing and operation in the pilot sites of the project.

Finally, as described in the last section of this report, the overall balance regarding the dissemination effort accomplished during the first two years of the INERTIA project is quite positive and satisfactory, since most of the goals set out for this period have been achieved with encouraging results, based on the feedback received from the different partners that were responsible for these activities. The metrics presented show that there was a quite good balance between different types of activities, while the audience reached, overpassed the expectations of the consortium and highlighted the efficiency of the different means utilized.

In the next version of the Deliverable (“D7.3 - Final Report for the use and dissemination of foreground and mandates for standardization”), we will report on the new dissemination activities undertaken, at the final phase of the project. The last part of the document will cover the most active period of the project, with the mass deployment of the INERTIA framework on pilot premises of the project.

D7.3.1 Intermediate Exploitation Plan Report

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Executive Summary

This deliverable presents initial results from Task T7.1 – INERTIA Exploitation Plan & Policy carried out in the framework of the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) INERTIA. This is an intermediate version of the document D7.3.1 Deliverable, entitled “Intermediate Exploitation Plan” and presents the roadmap of the INERTIA consortium for defining an initial version of the commercial exploitation plan. More specifically, it comprises optimal follow up actions from individual partners and/or the consortium as a whole to maximize the INERTIA results, taking into -consideration their potential market impact.

One of the ultimate objectives of the INERTIA consortium is to define a concrete commercial exploitation strategy and to undertake exploitation activities, both as individual partners and as a whole consortium as well. For that reason we have initiated the respective exploitation actions early enough. In this respect, this document identifies the exploitable assets, derived from the development phase of the INERTIA project, along with their exploitation possibilities and delivers an initial set of exploitation plans that will be later on augmented, as the project results become more mature.

The exploitation strategy of INERTIA consists of the following steps:

  • Exploitation Strategy and Roadmap.
  • Exploitation framework including the IPR management and the identification of exploitable assets and their exploitation potentiality.
  • Market and business model analysis for the INERTIA system.
  • Individual exploitation plans.

The current version of the document mainly focuses on the formulation of an effective exploitation strategy, namely the IPR management, the identification of the exploitable assets, the market analysis in two thematic areas as well as the approach of the individual exploitation plans (mainly steps 1, 2, 3 and 4 above).

In the final version of the deliverable, to be presented by the end of the project, the aforementioned sections will be updated while the deliverable will also include the framework and the rules for the exploitation opportunities along with the consortium exploitation plans.

Summary and Conclusion

This document presented the initial results for the INERTIA Exploitation Plan & Policy, which shall be updated until the final delivery on M36. First, an exploitation strategy was suggested, decomposing the whole exploitation methodology into concrete actions implemented either by the individual partners or by the INERTIA consortium as a whole.

Towards this direction, the overall INERTIA system along with its major exploitable assets were illustrated in order to identify their main functionalities and benefits to be exploited from the stakeholders group as innovative yet competitive products. Although implemented for serving the functionalities of the INERTIA concept, the INERTIA platform and individual components are proven to be fully fledged solutions with strong exploitation potential, able to be utilized in many other applicable sectors delivering added value to their prospective customers. These conclusions, and taking into consideration that we are in the middle of the project final implementation, allow individual partners, groups and the whole consortium as well to exploit the different by-products in different timeframes and in different markets.

Then, the IPR management strategy was presented defining the rules for controlling the use and the exploitation path of the aforementioned outcomes and knowledge. The direct outcome of this effort was to suggest the required contractual and legal framework to be handled by the whole consortium members as the reference in order to support the project initiatives in their exploitation efforts. To this end, a consortium exploitation agreement was specified that will be further refined and signed by the partners in the final document version.

In addition, the market and business model analysis, provided in the present document, targets possible markets and identifies future trends where the INERTIA outcomes could be emerged. This document version is mainly focused on the facts and the research about the external market and business environment, while the second and final version, to be delivered by the end of M36, aims to provide a complete SWOT analysis of the INERTIA products.

Since an Exploitation agreement was defined, individual partners exploitation efforts are proposed by documenting their fields of interest and their expected roles in segmenting and approaching possible customers. The next steps towards the effective progress of the efforts, include a set of actions; refining of the results until the end of the project in order to mastering and possible expanding exploitable results, seizing any possible exploitable opportunities and further identifying market targets.

Finally, this was an intermediate version, providing the first actual exploitable outcomes of the INERTIA project giving a first insight into the market opportunities and stakeholders group to be approached. The final version delivered by the end of the project, will provide the update of the aforementioned actions detailing the complete exploitation strategy and the implementation of the commercial exploitation efforts.

D7.3.2 Final Report for the use and dissemination of foreground and mandates for standardization

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Executive Summary

In October 2012, INERTIA started with a solid idea of developing an innovative framework in the Energy Domain, which can offer a real breakthrough towards the smart-grids era. At the end of the project lifecycle, a fully tested and verified pre-commercial development is available. By the end of the project, and based on the experience gained through the evaluation of the INERTIA framework in pilot premises, the involved partners will continue, with their own resources, towards the commercialisation of the INERTIA platform along with the exploitation of individual components.

The consortium realises the importance of the foreseen exploitation activities and therefore a detailed Exploitation Plan is described in this document (Deliverable D7.3.2). An initial exploitation plan is already available through deliverable D7.3.1 (Preliminary Exploitation Plan) which had identified the exploitable assets and the preliminary exploitation possibilities.

D7.3.2 extends the preliminary version with additional Exploitable Assets, updated Partner Exploitation Opportunities (individual exploitation plans) and the joint Exploitation Plan of the INERTIA platform. Moreover the document illustrates the principles of the potential exploitation of INERTIA business outcomes as it details the process to disseminate INERTIA outcomes and the expected financial revenues from project results. Along with the SWOT and external market analysis, the aim is to provide a holistic framework towards the optimal exploitation of INERTIA outcomes.

In addition to the exploitation plan, INERTIA is involved in some standardisation forums, committees and initiatives and attends regular meetings of standardisation bodies in order to allow to create synergy between the Technical Committees and relevant Working Group meetings as an observer.

Summary and Conclusion

In view of the emphasis posed by the Consortium partners towards the exploitation of the INERTIA project results, we have performed the formulation and elaboration of the INERTIA exploitation framework. The deliverable includes the IPR agreement as it stems from the already signed Consortium Agreement, the identification of the exploitable assets of project along with a preliminary market analysis, the description of the individual exploitation plans and the elaboration of joint exploitation plan (where the full set of the INERTIA partners participate).

All INERTIA partners who are responsible for the commercialization of identified components, developed and used in the context of the project, have provided an exploitation – oriented description of their components (exploitable assets). Such description creates the framework for the exploitation of the exploitable assets. Furthermore market analysis on key thematic areas related to energy applications is provided specifically focusing on flexibility concept and incorporation in different business models.

The project partners have also provided the plans for exploitation correlated with the identified exploitable assets of the project. The business analysis is provided taking into account the completion of development process and further the evaluation activities in pilot sites. The exploitation potential from the consortium point of view have also been elaborated in a realistic and pragmatic way.

From the exploitation plan analysis is considered the willingness of the consortium partners to further exploit the INERTIA project outcomes, not only as individual components but also as a holistic framework as a service. Thus a multi-layer exploitation framework has been provided towards the optimal exploitation of project outcomes in a competitive energy market environment.

Last Update: 17/11/2015 17:56