UC-IT-2

Congestion Management

1. Description of the Use Case

1.1. Name of the Use Case

IDArea /Domain(s)/Zone(s)Name of the Use Case
UC-IT-2Area: Energy system
Congestion Management in transmission and distribution system

1.2. Version Management

Version No.DateName of author(s)ChangesApproval status
0.1Areti, Acea Energia, Engineering, SiemensInitial creation
0.22nd June 2020Katarzyna ZawadzkaInitial creation in GithubDraft

1.3. Scope and Objectives of Use Case

ScopeAvoiding the congestions in distribution and transmission grid, using the flexibility resources connected to the distribution systems which provide flexibility services through a market mechanism.
Network: MV, LV
Market: Day Ahead, Real Time
Objective(s)* To support the TSO in using the flexibility provided by resources connected to the distribution system for congestion management, while respecting distribution system constraints
* To ensure an inclusive and non-discriminatory access to the market for all agents that provide grid services
* To empower coordination between system operators
* To activate flexibility to solve congestion in the distribution grid
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1.4. Narrative of Use Case

Short description

This use case describes the main steps to prevent congestion issues in transmission and distribution systems by exploiting flexibility resources, contemplating all the phases concerned (procurement, activation and settlement) in the day-ahead and real time flexibility market. The DSO can use flexible resources connected to the distribution system and the TSO can use flexible resources connected to distribution systems under the DSO’s approval. The state estimation is assessed and monitored by the DSO in order to keep the electrical quantities within admissible ranges.

Complete description

The Use Case describes the main steps to prevent congestion issues in transmission and distribution systems by exploiting flexibility resources, contemplating all the phases concerned (procurement, activation and settlement) in the day-ahead and real time flexibility market. The DSO can use flexible resources connected to the distribution system and the TSO can use flexible resources connected to distribution systems under the DSO’s approval. The state estimation is assessed and monitored by the DSO in order to keep the electrical quantities within admissible ranges In the day ahead market, the FR Owner sends to Aggregator Platform the list of the resources available for the day after. The list is subsequently transmitted by the Aggregator Platform to the Shared Customer Database (SCD). For each Point of delivery (PODs), the SCD collects quarterly measures and data useful for flexibility and sends them to the DSO Technical Platform, the TSO simulator and the Aggregator Platform.

Other three processes take place parallelly:

  • Detection of congestion issues on the distribution grid by the DSO Technical Platform and definition of local flexibility requests, in the event the issue cannot be solved through its own solutions;

  • Definition of congestion issues on the transmission network by the TSO simulator and request of flexibility to solve them in HV grid;

  • Gathering by the Aggregator Platform of flexibility offers from customers in LV and MV and offering to the Market.

At gate closure, all day ahead requests and offers are stored in the Market Platform, which matches first the offers with the DSO’s requests, and orders them economically; then, it repeats the same procedure with the TSO requests.

The list of awarded offers is sent to DSO TP for evaluating the grid constraints violations. Finally, the market platform receives the list of offers compliant with local grid constraints and sends it to all the stakeholders.

At this step, the Aggregator Platform sends a reservation to the FR Owner for the resources that will be selected for the day-ahead market. The same steps are also followed in the Real Time sessions. Indeed, in these Market sessions, the offers to be matched with DSO and TSO Real Time requests are the ones still valid because not matched in previous market sessions.

The activation phase begins when the DSO and TSO need flexibility. The DSO TP and the TSO simulator communicate to the market Platform to move a specific offer. The Market Platform sends the order to the DSO TP, that divides it for every POD and dispatches the set point to the light nodes. The light nodes make available the set points to the BMS and measures the electrical quantities to be sent to the SCD for evaluate the energy flexibility.

For the settlement phase, the Market Platform acquires data from the SCD and calculates the difference between market baseline, evaluated by BRP, and electrical quantities measured in the same time frame, uploaded in the SCD by Light Nodes. The Market Platform runs the settlement algorithm and finds the outcomes. Settlement outcomes are transmitted to the Aggregator Platform, the DSO and the TSO Simulator.

Finally, the DSO pays the flexibility to the aggregator, that can pay the fee to the FR Owner.

1.5. Key Performance Indicatiors (KPI)

IDNameDescriptionReference to mentioned use case objectives
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1.6. Use case conditions

AssumptionsPrerequisites
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Notes:

  • Assumptions - general presumptions about conditions or system configurations (e.g. customer’s consent required for some steps; simulation of TSO)

  • Prerequisites - specify which requirements have to be met so that the basis scenario use case can be successfully accomplished.

1.7. Further information to the use case for classification/mapping

OPTIONAL - you can leave it blank

Relation to other use cases
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Level of depth
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Prioritisation
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Generic, regional or national relation
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Nature of the use cases
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Further keywords for classification
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Notes:

  • Relation to other use cases - relation to other use cases in the same project or thematic area. Possible relation types are for instance include, extend, invoke, or associate.

  • Level of depth - reflects the degree of specialisation of the use case. Although no common notation is settled, descriptions like high level use case, generic, detailed, or specialised use case are often used.

  • Prioritisation - helps to rate the use cases in a project from very important to nice-to-have with labels like obligatory/mandatory or optional which have to be agreed upon beforehand.

  • Generic, regional or national relation - for the purpose of generalisation if use case is applied to areas where restictions by law or silimiar issues occur.

  • Nature of the use cases - describes the viewpoint and field of attention like technical, political, business/market, test, etc.

1.8. General remarks

General remarks
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Notes:

Add any remarks which do not fit in any other category

2. Diagrams of Use Case

Use Case Diagram Congestion: Component

Sgam Component Layer

Use Case Diagram Congestion: Function

Sgam Function Layer

Sequence Diagram Congestion

Sequence Diagram Congestion Day Ahead Sequence Diagram Congestion Real Time Sequence Diagram Congestion Activation Sequence Diagram Congestion Settlement

3. Technical Details

3.1. Actors

Actor NameActor TypeActor DescriptionFurther information specific to this Use Case
DSOPersonDSO is each Distribution System Operator. It is an entity in charge for the management of the energy distribution networks
Light NodeDeviceDevice installed on the DSO’s smart meter in order to read, arrange, certify in Blockchain (at first level) and send to the SCD measurements and other data for the flexibility market and observability. Moreover, the device receives set-point from DSO Platform and make it available to client on client’s apparatus (e.g. EMS).
DSO Technical PlatformSystemA software-based system that manages the distribution network. It performs grid state estimation and productions and consumptions forecasting. Moreover, it defines the flexibility requests for DSO’s grid. The DSO Technical Platform exchanges data with SCADA and other system comprised in the Operation Domain.
EMS (Energy Management System)SystemA system, in customer premises, used to monitor, control, and optimize the energy consumption and production. It could include the Building Energy Management System (BEMS) for tertiary sector, the Home Management System (HMS) for residential users, the Battery Management System (BMS) and the management system for EV charging points
Blockchain Access Platform (BAP)SystemA software-based platform that certify, on Blockchain technology, the customers’ data for flexibility and observability
Shared Customer Database (SCD)SystemDatabase that gathers all the data and services of flexibility resources and shares them with all the stakeholders
TSOPersonTSO is each Transmission System Operator. It is an entity in charge for the management of the energy transmission networks.Within the Italian Demo, the TSO is simulated by tool “TSO Simulator” (see below)
TSO simulatorSoftware componentTool that emulates the TSO flexibility requests involving the resources connected in medium and in low voltageDeveloped and implemented by WP2
Market Operator (MO)PersonParty responsible for the Market Platform. The Market Operator matches the flexibility offers and requests on the Market Platform
PlatOne Market Platform (MP)Software componentVirtual Place where the requests of flexibility match the offersDeveloped and implemented within WP2
Flexibility Resources (FR)SystemResources, in customer premises, that provide flexibility to the market. They could be generation plants, electric vehicles, batteries, active demand. They are closely related to the demo’s areas
Flexibility Resources Owner (FR Owner)PersonFR Owner is the customer that makes available its flexibility to provide services
Aggregator/Flexibility OperatorPersonAggregator / Flexibility Operator is an entity that aggregates the flexibility offers in the market and provides them to the DSO in case of needs for the gridAggregator Platform
Aggregator Platform/Software componentSoftware componentA software-based system that gathers the data measurement from the customers and calculates the flexibility to be offered on the market
Balance responsible partyPersonA market participant or its chosen representative responsible for its imbalances

3.2. References

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No.References TypeReferenceStatusImpact on Use CaseOrganistaor / OrganisationLink
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4. Step by Step Analysis of Use Case

4.1. Overview of Scenarios

No.Scenario NamePrimary ActorTriggering EventPre-ConditionPost-Condition
1Day AheadDSOThe DSO assesses the Grid for the day after and finds a CongestionThe DSO Technical Platform is capable to foresee the grid status for the day afterThe DSO acquires in the market the energy flexibility to solve the grid issues for the day after
2Real TimeDSOThe DSO assesses the Grid for the next 4 hours to take into account last grid outages or reconfigurationThe DSO TP is capable to detect the critical issues in the short termThe DSO acquires in the market the energy flexibility to solve the grid issues for the real time
3ActivationDSOThe DSO sends the order to move the resourcesThe resources have won the session marketThe Light Node measures the quantity of service provided
4SettlementBRPThe BRP sends the baseline to the SCDThe BRP estimates the baseline for the energy marketThe market operator calculates the energy flexibility with respect to BRP’s baseline

4.2. Steps – Scenarios

Scenario Name: No. 1 - Day Ahead

Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
1 aFR availabilityAvailability of Flexibility resourcesFR Owner, through the app developed in the demo, communicates the availability of its resources to the Aggregator, for the day afterCREATEFR OwnerAggregator PlatformI - 12
2 aUsers involvedList of flexible customer - step 1The Aggregator shares the flexible resources list with the SCDCREATEAggregator PlatformSCDI - 02
3 aActive PODList of flexible customer - step 2The DSO TP acquires from SCD the list of POD involvedCREATESCDDSO Technical PlatformI - 02
4 aDSO forecasts for day afterDSO Data acquisitionThe DSO Technical Platform acquires the data from the SCD and from the field sensors (like V&C sensors and LV3G), through the Operational Systems, and runs the forecast tool to evaluate the production and the consumptionCREATEOperation SystemsDSO Technical PlatformI-18 / I-01
5 aDSO simulates the grid for day afterDay Ahead grid assessmentThe DSO Technical Platform runs the state estimation tool to assess the grid for the day afterCREATEDSO Technical PlatformDSO Technical Platform
6 aCongestionCongestion localizationIf the DSO Technical Platform detects a congestion, it sends an alert to the DSO operatorCREATEDSO Technical PlatformDSOI - 10
7 aUsing of solutions in the DSO premisesGrid managementThe DSO first tries to solve the issues, using its own technical solutions.CREATEDSOOperational systemsI - 11
8 aInvolving of the FRActive Grid ManagementThe DSO Technical Platform checks further amount of flexibility that is required to solve the congestion and detects the location of the flexibility resources connected to distribution system, that can contribute to eliminate the issueCREATEDSO Technical PlatformDSO Technical Platform
9 aFlexibility ProcurementFlexibility requestsThe DSO communicates the flexibility requests (Volumes, time frame) to the marketCREATEDSO Technical PlatformMarket PlatformI - 06
10 aMarket sessionRequests AcquisitionThe market Platform acquires and stores the DSO Day Ahead RequestsCREATEMarket PlatformMarket Platform
1 bData acquisitionData FR AcquisitionThe Aggregator, once known the available resources, acquires their measurements from the Shared Customer DatabaseGETSCDAggregator PlatformI - 01
2 bCustomer flexibilityProvision of flexibility from FRThe Aggregator calculates the baseline and the energy flexibility for every customer in its premisesExecuteAggregator PlatformAggregator Platform
3 bDefinition of the offerOfferingThe Aggregator arranges the offers for PODs defining the flexibility to be offeredCREATEAggregator PlatformAggregator Platform
4 bOffers providingOffers sendingThe Aggregator sends the scheduling (max. volumes, time frame and price) per POD to the marketCREATEAggregator PlatformMarket PlatformI - 05
5 bMarket sessionOffers AcquisitionThe Market Operator acquires and stores the Aggregator Day Ahead BidsGETMarket PlatformMarket Platform
1 cTSO flexibility requests for day afterTSO requestsThe TSO acquires from SCD the list of flexible resources that can contribute to eliminate the congestion at transmission levelCREATESCDTSO Simulator
2 cProcurement of flexibilityFlexibility requestsThe TSO communicates the requests (Volumes, time frame) of flexibility to the marketCREATETSO SimulatorMarketI - 06
3 cMarket sessionRequests AcquisitionThe Market Operator acquires and stores the TSO Day Ahead RequestsCREATEMarket PlatformMarket
11 aSelection of the cheapest requests for the DSOEconomic market clearingThe Market Operator solves the DSO requests, selecting the best offers located in the distribution network area subjected to congestion. To increase the reliability, the Market Platform also selects some additional offers beyond the requestsREPEATMarket PlatformMarket Platform
12 aSelection of the cheapest requests for the TSOEconomic market clearingThe Market Operator uses the remaining flexibility to clear the TSO requestsREPEATMarket PlatformMarket platform
13 aPreliminary list of auctioned offersEconomical Auctioned offersThe Market Operator gathers and orders the list of auctioned offers and sends it to the DSOREPORTMarket PlatformDSOI - 08
14 aGrid constraints assessmentTechnical assessmentThe DSO receives from the Market the list of auctioned offers and assesses the grid constraintsCREATEDSO Technical PlatformDSO Technical Platform
15 aFinal list of auctioned offersAuctioned offersThe DSO sends the list of approved offers to the MarketREPORTDSO Technical PlatformMarket PlatformI - 07
16 aMarket outcomesMarket Day Ahead outcomesThe DSO, TSO and Aggregator receive Market Day Ahead outcomes from the Market OperatorREPORTMarket PlatformDSO/TSO/Aggregator PlatformI - 08
17 aAvailable resourcesResource PlanningFR Owner receives the detail of the service to be provide for the day afterREPORTAggregator PlatformFR OwnerI - 13

Scenario Name: No. 2 - Real Time

Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
1 aDSO forecast for the next hoursDSO Data acquisitionDSO Technical Platform acquires the data from SCD and from the field sensors (V&C sensors and LV3G), through the Operational Systems and runs the forecast tool, to evaluate the production and the consumptionCREATEOperational SystemsDSO Technical PlatformI-18 / I-01
2 aDSO simulate the grid for the next hoursReal Time grid assessmentDSO Technical Platform run the state estimation tool to assesses the grid for the next four hoursCREATEDSO Technical PlatformDSO Technical Platform
3 aCongestionCongestion LocalizationIf the DSO Technical Platform detect a congestion sends an alert to DSO OperatorCREATEDSO Technical PlatformDSOI - 10
4 aUsing of solution in premises of DSOGrid managementDSO tries first to solve the issue, using its own technical solutions.CREATEDSOOperational SystemsI - 11
5 aInvolving of the customerActive Grid ManagementDSO Technical Platform assess the amount of flexibility that is required to solve the congestion and decides the location of the flexibility resources connected to distribution system, that can contribute to eliminate the issueCREATEDSO Technical PlatformDSO Technical Platform
6 aFlexibility ProcurementFlexibility requestsDSO communicates the requests (Volumes, time frame) of flexibilityCREATEDSO Technical PlatformMarket PlatformI - 06
7 aOpen market sessionRequests publishingMarket Platform acquires and stores the DSO Real time RequestsCREATEDSO Technical PlatformMarket Platform
1 cFlexibility ProcurementFlexibility requestsTSO communicates the further requests (Volumes, time frame) of flexibility to marketCREATETSO SimulatorMarket PlatformI-06
2 cOpen market sessionRequests publishingMarket Platform Acquires and stores the TSO Real time RequestsCREATETSO SimulatorMarket Platform
8 aSelect of the cheaper requests for DSOEconomic market clearingMarket Platform solves the DSO requests, selecting the best offers located in the distribution network area subjected to congestion. To increase the reliability Market Platform select also some additional offers beyond the requestsREPEATmarket platformMarket Platform
9 aSelect of the cheapest requests for TSOEconomic market clearingThe Market Platform uses the remaining flexibility to clear the TSO requestsREPEATmarket platformMarket Platform
10 aPreliminary list of auctioned offersEconomical Auctioned offersThe Market Platform gathers and orders the list of all auctioned offers and sends it to DSO Technical PlatformREPORTmarket platformDSO Technical PlatformI - 08
11 aGrid constraints assessmentTechnical assessmentDSO Technical Platform receives from Market Operator the list of auctioned offers and assesses the grid constraintsCREATEDSO Technical PlatformDSO Technical Platform
12 aFinally list of auctioned offersAuctioned offersDSO Technical Platform sends the list of all approved offers to MarketREPORTDSO technical PlatformMarket PlatformI -07
13 aMarket outcomesMarket Real Time outcomesDSO, TSO and Aggregator receives Market Real Time outcomes from the Market OperatorREPORTMarket PlatformDSO/TSO/Aggregator PlatformI - 08
14 aAvailable resourcesResources planningFR Owner receives the detail on the service to provide in the Real TimeREPORTAggregator PlatformFR OwnerI-13

Scenario Name: No. 3 - Activation

Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
1 aThe DSO needs to solve a congestionDSO Flexibility orderThe DSO Technical Platform sends the order to move flexibility to the market operatorCREATEDSO Technical PlatformMarket PlatformI-09
1 bThe TSO needs to solve a congestionTSO Flexibility orderThe TSO sends the order to move flexibility to the market operatorCREATETSO SimulatorMarket PlatformI-09
2 aOrder transmissionForwarding the set point - step 1The Market Platform receives and sends the order to the DSO Technical Platform, the SCD and the AggregatorCREATEMarket PlatformDSO Technical Platform/SCD/AggregatorI-09
3 aOrder transmissionForwarding the of set point - step 2The DSO receives from the Market the scheduling and sends the set points to Light NodesCREATEDSO Technical PlatformLight NodesI-09
4 aOrder availableDelivering of set pointThe Light Node receives and makes available the set point to the EMS (it can be BMS or HMS) and FRCREATELight NodeEMS / FRI-09
5 aMoving of flexibilityActivationEnergy Management System acquires the set point and selects the correct scenario for electrical appliances (it can be also EV or storage), and/or suggests the right behaviour for the customers (e.g. through an alert);CREATEEMS / FRSmart Appliance / EV / StorageI-14
6 aUse of Blockchain Access LayerData CertificationThe Light Node forwards the set point and the measurements (in BlockchainCREATELight NodesBlockCchain Access PlatformI-04 / I-09
7 aFlexibility CertificationBlockchain outcomesThe Blockchain sends the certification data to the SCDCREATEBlockchain Access PlatformShared Customer DatabaseI-04 / I-09
8 aMeasurement of flexibilityEnergy MonitoringLight Node measures the electrical quantities for calculating the flexibility and sends them to the SCDCREATELight NodeShared Customer DatabaseI-04 / I-09

Scenario Name: No. 4 - Settlement

Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
1Baseline DefinitionMarket BaselineThe BRP defines the production and/or consumption programs for all the resources involved in the local flexibility market, and sends it to the SCDCREATEBRPSCDI-03
2Energy moved after a flexibility requestFlexibility measurementsThe light node sends the measurements to the SCDCREATELight NodeSCDI-04
3Gathering of dataSettlement - step 1The Market Platform acquires the data from the SCDCREATESCDMarket PlatformI-04
4Flexibility evaluationSettlement - step 2The Market Operator performs the settlement comparing the metering data with the BRP baselineCREATEMarket PlatformMarket Platform
5Settlements outcomesSettlement - step 3The Market Operator communicates the settlements outcomes to the DSO, TSO and AggregatorCREATEMarket PlatformDSO / TSO / Aggregator PlatformI -15
6Payment of Energy providedPaymentThe DSO pays the Energy provided for flexibility to AggregatorCREATEDSOAggregator PlatformI -16
7Customer paymentPaymentThe Aggregator shares the revenues with the flexibility resources under their jurisdictionCREATEAggregator PlatformFR OwnerI -17

5. Information Exchanged

Information exchanged IDName of InformationDescription of Information ExchangedProtocol
I-01Quarterly measuresThe data measurements (active power, energy consumption, energy production, etc.) stored in the SCD. These measures have a 15-minute granularity
I-02Customer listThe list of customers available to provide flexibility services for the day after
I-03BRP BaselineThe BRP defines for every POD the day after load profile, in compliance with the day ahead market
I-04Near real time measuresThis information contains for every POD involved in the flexibility market, the active power measured every 4 seconds
I-05Data for OfferThe flexibility offer contains the volume, the time frame and the price provided by the FR involved in the group
I-06Data for RequestsThe flexibility request contains the needs of flexibility (volume and time frame) localized in specific nodes of the grid
I-07Technical ValidationThis information contains the assessment of the local grid constraints
I-08Market OutcomesThis information contains the list of offers arranged in economic order and in compliance with the grid constraint
I-09OrderThe TSO and the DSO send a signal of activation to move the FR involved in the service
II-10Congestion localizationThe DSO technical platform defines a list of grid nodes subject to congestions
I-11Grid configurationThe DSO technical platform detects the possible grid configuration to solve the issue
I-12FR statusThis information contains the customer availability to move its own FR
I-13FR planningThis information contains the time frame and the power that the customer has to provide during the activation
I-14Activation SignalThe EMS sends the signal of activation to smart load
I-15Settlement outcomesThis information contains for every offer the energy moved and the payment
I-16DSO paymentIt is the payment realised by the DSO for the energy provided
I-17Aggregator paymentIt is the remuneration that the aggregator recognizes to the customer
I-18Technical MeasurementElectrical quantities coming from the field sensors (Voltage and current sensors or Low Voltage circuit breakers embedded with IED)

6. Requirements (optional)

7. Common Terms and Definitions

TermDefinition

8. Custom Information (optional)

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