Solutions for

Meter Data Management

Layne Nelson
Product Manager
LODESTAR Corporation

Copyright 2005 LODESTAR Corporation - All Rights Reserved

Copyright 2007 LODESTAR Corporation All rights reserved

LODESTAR Corporation - Confidential and Proprietary

LODESTAR Corporation Confidential and Proprietary

Agenda
What is Meter Data Management
(MDM)?
Market Trends
Components of an effective Meter Data
Management (MDM) Solution
Will Ontario Distribution Companies need
a local operational data store?

What is Meter Data Management?

MDM solutions provide comprehensive functionality to
support the loading, validating, storing, estimating, and
publishing of meter data
Often serving as an enterprise wide operational data
store
Meter Data - the lifeblood of any Energy Company
Distribution
Planning

Pricing

Forecasting

Web based
Customer
Care

Billing

Meter Data Repository

Meter Data

Settlement

What is Meter Data Management?

A system to manage large volumes of data supplied by a
variety of metering systems
Data collection

Profiling scalar meter reads

Validating and editing

reads

Aggregating meter reads

Exception Management

Tracking meter inventory

Storing Meter Events

Providing information
directly to end-users

Estimating invalid or
missing reads

Performing revenue
protection analysis

Providing data to
downstream systems

Distribution Planning and

Support

Why is MDM a Hot Topic?

Companies are looking for operational efficiencies
MDM handles details of meter data collection system
MDM provides data as needed to other applications
Limit changes to legacy systems

Customer Service
Provide all internal and external customers with access to
meter data

Better Asset Management

Distribution Planning Support
Sizing of equipment -- transformers, feeders, substations

Why is MDM a Hot Topic?

Companies looking for Revenue Protection Opportunities
Find missing revenue
Identify possible theft for further investigation
Reduce field service orders

Support for AMI Programs

Smart meters, AMR, interval meters, etc.

Market Initiatives
Ontario Smart Metering Program
EPAct 2005

Support Demand Response Programs

Time based: TOU, CPP, RTP
Incentive based: Direct Load Control, Interruptible /
Curtailment Programs, etc.

Trends in the Market

Increase Use of Time Series Data
Increase use due to AMI and Demand Reponses
Programs

Daily Readings
More time series meters
Critical Peak Pricing
Aggregated usage data by TOU & bill period to support
billing
Market prices

More interval data is used for downstream business

processes

Settlement results
Pricing data
Weather data
Load profiles
Forecast

Solution Overview
= LODESTAR CCS

Automated
Processes
AMR

Handheld

Drive-by

Downstream
Systems

MDM

AMI
Solutions

VEE

Exception
Management

Un-Metered
Customers

Billing
Determinants

Data
Analysis

Un-Billed
Energy

Transformer
Load
Management

Auditing

Reports

Demand
Response

Customer Information
PLC

Broadband
Over
Power Line

Etc.

Revenue
Protection

Meter Asset
Load Profiles

Service/Work
Order
Processing

Revenue Protection
Meter Data
Repository
(Interval & Monthly Read)

Data
Billing
Determinants
Interval Meter
Reads
Aggregated
Load
Historical
Data
Customer
Information
Revenue
Protection
Incidents
Service/
Work Orders
Demand
Response
Signals

Online
Presentment
CIS
Billing &
Call Center
Complex
Billing
Settlement
Distribution
Planning &
Analysis
Pricing/
New Product
Offerings
Forecasting &
Energy
Procurement
Rate Analysis
& Cost of
Service
Service/Work
Orders
Outage
Management

Solution Overview:
Data Gathering & Processing
Gate Keeper for all Inbound Meter Data
Data Collection
Collect data from various meter types and
technologies

VEE
Automated Validation & Data Cleansing

Exception Management
Identifies & Routes Meter Exceptions to Appropriate
Users and/or Queues
Meter Events

Revenue Protection
Identifies Impending Revenue Protection Events

Service/Work Order Processing

Interface with Service Order System
During VEE Process Routes Select Meter
Events to Service Order System
Initiate from Work Queues as a result of
Exception Management Investigation
Service Order Completion Feedback from
Service Order system

AMI
Solutions

AMR

Handheld

Drive-by

PLC
Broadband
Over
Power Line
Etc.

Automated
Processes

VEE

Exception
Management
Revenue
Protection
Service/Work
Order
Processing

Solution Management:
Data Repository
Customer Information

Customer Account Service Delivery Points

Service Point Classification
Billing Cycles & Cycle Dates
SIC Codes

Meter Asset
Meter Events (Current & Historical)
Meter Diagnostic Data

Load Profile
Class Profiles

Revenue Protection Events

Historical archive of Revenue Protection Incidents

Meter Data Repository

Meter Configuration
Meter Reads Consumption & Interval
Power Quality Data Kvar, power factors, etc.
Meter Errors and Event Codes
Revenue Protection Events Theft/Tamper
Indicator

Customer Information
Meter Asset
Load Profiles
Revenue Protection Events
Meter Data
Repository
(Interval & Monthly Read)

Solution Overview:
Advanced Functionality
Un-Metered Customers

Un-Metered
Customers

Street Lights

Data Analysis
Business Intelligence on Analysis of Meter Data
Graph/Trend view of consumption meter reads

Transformer Load Management

Aggregation of Load Data to the secondary transformer level
Additional Aggregation for Feeder, Substation levels
Transformer Rating & Identification of Transformers exceeding
rating.

Reports
Standard Reports for Operational & Business Intelligence

Bill Determinants

Data
Analysis
Transformer
Load
Management
Reports

Billing
Determinants
Un-Billed
Energy

Calculation of Billing Determinants

Un-Billed Energy
Energy consumed but not invoiced
Typically created at the end-of-month

Auditing
Complete Audit Trail of all Changes

Demand Response
Critical Peak Pricing and Time-of-Use Pricing data

Auditing

Demand
Response

Interface Data
Data
Billing
Determinants

Interval Meter
Reads

Aggregated
Load

Historical
Data

Customer
Information
Revenue
Protection
Incidents
Service/
Work Orders
Demand
Response
Signals

Billing Determinants & Complex Billing

Calculated on Bill-Cycle based on Customers Tariffs
Off-Cycle calculation Bill Determinant are also
supported

Interval Meter Data

Clean Interval Meter Data Sent to various systems
Aggregated Data at various levels are supported
E.g., Aggregation performed at the transformer &
substation levels

Aggregated Load
Customer load may be aggregated for various
downstream systems like Transformer Load
Management & Distribution Planning
Additional aggregation level may be configured

Historical Data
MDM Data Repository includes historical meter data
Downstream system will have this data available

Interface Data
Data
Billing
Determinants

Interval Meter
Reads

Aggregated
Load

Historical
Data

Customer
Information
Revenue
Protection
Incidents
Service/
Work Orders
Demand
Response
Signals

Customer Information
MDM Data Repository includes customer
information
Useful for identifying Revenue Protection
events/incidents

Revenue Protection Incidents

Customers with Revenue Protection Incidents are
reported for proper processing

Service / Work Orders

Meter events requiring service or work orders
are routed through the appropriate system
Feedback response from that system closes the
loop

Demand Response Signals

Demand response data may be routed to the
appropriate application.

Functionality Summary
Meter Data Collection
Collect data from various meter types and technologies
Handle equipment changes including meter change outs

Validation, Estimation and Editing

Industry standard rules to validate and estimate meter
data
Sophisticated analysis tool for assessing and making any
manual edits
A framework to add additional rules via standard
configuration

Revenue Protection Monitoring

Revenue protection events are logged
Profile comparisons

Functionality Summary
Exception Management
Usage exceptions and Work Queues
Issue Service Orders

Interfaces
Standard file and programmatic interfaces
Feature rich configuration tool for adding new interfaces

Aggregation
Calculate complex billing determinants
Aggregations can also be performed for business processes:
settlement, forecasting, distribution planning, etc.

Reports
Standard, parameter driven reports and report tools for
configuring additional reports

Auditing
Who made the change & when the change was made
Show changes to meter reads & meter attributes (before and
after)

Proven Solutions
Key selection criteria
Flexible solutions that will evolve with the
market
Solutions that support current and evolving
technologies: Smart Meters, and Demand
Response
Making the correct software investment will
ensure your solution works today and tomorrow
Proven scalable products
Open Technologies

Will Ontario Utilities need a local

operational data store?
Realize the full potential of your Smart Meters

Issue AMI head-end system commands directly

Store and utilize interval data
Perform custom VEE
Store meter events
Perform Revenue Protection Analysis
Service Order Management
Perform in-house data analysis and
aggregation
Forecasting, Distribution planning, Etc.

Maintain meter inventory and testing records

Solutions for Meter Data Management

Questions and Answers

Solutions for Meter Data Management

Thank You