@@ -13,37 +13,37 @@ The present document was created based on the CENELEC standards EN 50631:2023, p
The EN 50631 "Household appliances network and grid connectivity" series, produced by the CENELEC/Technical Committee (CLC/TC) 59X on "Performance of household and similar electrical appliances", defines the information exchange between smart appliances and management systems in homes and buildings including energy management. Part 1 of the standard (EN 50631-1 [4]) defines the data models for interoperable connected household appliances that are derived from a logical decomposition of use cases into functional blocks. Part 2 (EN 50631-2 [5]) maps the generic use cases, use case functions, and generic data definitions to categories of appliances (e.g. washer, dishwasher, water heater, HVAC devices). Part 3-1 (EN 50631-3-1 [6]) maps the generic use case functions and data models defined in Part 1 to specific languages such as SPINE and SPINE-IoT. Part 4-1 (EN 50631-4-1 [7]) defines the Communication Protocol Specific Aspects in terms of SPINE, SPINE-IoT and Smart Home IP (SHIP).
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SPINE and SPINE-IoT are used by manufacturers from the EEBUS association.
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Since it is based on mappings to the SPINE language and protocol, EN 50631:2023, parts 3-1 [6] and 4-1 [7], is often referred to directly as "SPINE". The EEBUS SPINE specification used in EN 50631 is available free of charge at [https://www.eebus.org/media-downloads/](https://www.eebus.org/media-downloads/).
The EN 50491 "General requirements for Home and Building Electronic Systems (HBES) and Building Automation and Control Systems (BACS)" standard is produced by the CLC/TC 205 on HBES. EN 50491-12-2 [8] specifies the fundamental aspects of interoperability for the S2 interface and the related data exchange between a CEM and the Resource Managers within the home and building premises. It defines a communication standard for energy flexibility and energy management, which helps to optimize the use of energy of smart devices in homes and buildings. Energy flexibility, which can be offered by (a combination of), for example, PV systems, EV chargers, batteries, and (hybrid) heat pumps, is the ability to alter the use of energy without a significant impact on the user's comfort. Energy flexibility plays an important role in the digital energy transition.
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S2 is the customer interface between the CEM in the home/building premises and the Resource Manager(s), as defined in the European Smart Grid Architecture developed in Mandate 490 of the European Commission [i.2]. Therefore, EN 50491-12-2 [8], which defines the S2 interface, is often called the "S2 standard".
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The S2 standard is endorsed by the KNX and FAN industry associations. Concerning its usage, the S2 standard has been recently published (2022) and it is gaining momentum in the industry among heat pump manufactures.
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Additional information about the S2 standard is available at [https://s2standard.org/](https://s2standard.org/), including a white paper [i.5] and an S2 implementation in JSON [i.6].
The SAREF4ENER extension should be used to annotate (or generate) a neutral (protocol-independent) set of messages, for example by energy smart appliances manufacturers, to exchange information at the home/buildings premises among smart appliances, their Resource Manager (RM) and a Customer Energy Manager (CEM) to efficiently optimize energy consumption and production within the constraints set by the user.
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An alternative term used for CEM is Energy Management System (EMS).
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SAREF4ENER, together with SAREF core, have been adopted as common semantic model in the Code of Conduct (CoC) for Energy Smart Appliances (ESA) manufactures [i.9] promoted by the European Commission [i.8] (EC). The CoC has the goal to increase the number of interoperable ESA that are placed on the European Union market. The current CoC V1.0 has been officially launched by the EC in April 2024 and 10 manufacturers producing appliances have signed this first version, namely Arçelik, Clivet, Daikin, Electrolux, Miele, Mitsubishi Electric, Panasonic, Vaillant Group, Vestel and Viessmann. The manufacturers have committed to develop interoperable connected products within a year. In addition, a Home Energy Management System manufacturer, GEO, has committed to support compliant ESA through their products. This first CoC version includes examples of mappings from EN 50631 (SPINE) to SAREF4ENER V1.2.1. Future releases of the CoC intend to include also examples of mappings from EN 50491-12-2 [8] (S2) to SAREF4ENER. SAREF4ENER V1.1.1 was primarily based on the power profiles as defined in EN 50631:2023 parts 1 [4], 2 [5], 3-1 [6] and 4-1 [7] (SPINE). The subsequent version, SAREF4ENER V1.2.1, added new SPINE concepts not previously covered and introduced the most important concepts from EN 50491-12-2 [8] (S2), with the explicit goal of harmonizing and providing interoperability between the SPINE and S2 standards. In the meantime, a new version of SAREF core, V4.1.1, was released. Therefore, the present document, SAREF4ENER V2.1.1, aligns to the latest SAREF core release 4.1.1, yet preserving the important changes made in SAREF4ENER V1.2.1. The history of the main changes in SAREF4ENER can be found in Annex D.
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The InterConnect project [i.8] was carried out from October 2019 to March 2024 in the context of the Horizon 2020 programme and involved more than 50 European partners from industry, research and academia to develop and demonstrate advanced solutions for connecting and converging digital homes and buildings with the electricity sector. The project pioneered cross-domain semantic interoperability without a centrally hosted facilitator leveraging the SAREF framework of ontologies. Large scale deployment of the SAREF-based solutions was carried out in seven connected large-scale test-sites in Portugal, Belgium, Germany, the Netherlands, Italy, Greece and France. Additional SAREF-based deployments were carried out as a result of a first open call (which funded 10 SMEs with 150 000 € each) and a second open call (which funded 7 SMEs with 150 000 € each). These open call projects extended the SAREF-based deployments to additional countries, such as Spain, UK, Ireland, Denmark, Croatia, Slovenia, Estonia, Latvia and Lithuania.
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The work in the InterConnect project - which resulted in SAREF4ENER V1.2.1 - is based on SAREF core V3.1.1.
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iii) the official ETSI standardization workflow was finalized in 8 months in 2023, resulting in the publication of SAREF4ENER V1.2.1 in November 2023, which subsequently evolved in SAREF4ENER V2.1.1 specified in the present document, according to the new version of SAREF core V4.1.1.
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The present document - which specifies SAREF4ENER V2.1.1 - is based on SAREF core V4.1.1.
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1. During the maintenance phase in 2022, the InterConnect ontologies were improved with the feedback provided by the InterConnect pilots based on their concrete usage of the ontologies.
1. Three preparatory standardization meetings were then conducted by InterConnect with ETSI and relevant industry associations, like KNX and EEBUS, respectively in March, April and September 2022 in which a common standardization strategy was agreed between ETSI SmartM2M TC and CEN/CENELEC TC 205 WG19 in order to incorporate the most important and mature exploitable results of the InterConnect ontologies into a new official version of SAREF4ENER.
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The explicit consensus achieved between ETSI SmartM2M TC and CENELEC TC 205 established that a new version of SAREF4ENER based on the InterConnect ontologies could be published by ETSI (as it usually happens with all SAREF standards) and afterwards receive an official endorsement by CENELEC TC 205 WG19.
1. The official standardization process followed in ETSI and was finalized in 8 months as follows:
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* November 2023: publication of new SAREF4ENER V1.2.1.
1. In the period January 2024 - September 2024 the version of SAREF4ENER V1.2.1 that resulted from InterConnect has been aligned with the latest version of SAREF core V4.1.1, resulting in theSAREF4ENER V2.1.1 of the present document.
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The final step of endorsement of the present document by CEN/CENELEC (CLC TC 205 WG19) is ongoing at the time of writing.
*<aid="[0]">[0]</a> [ETSI TS 103 410-1 (V2.1.1)](https://www.etsi.org/deliver/etsi_ts/103400_103499/10341001/02.01.01_60/ts_10341001v020101p.pdf): "SmartM2M;; Extension to SAREF; Part 1: Energy Domain".
*<aid="[8]">[8]</a> [EN 50491-12-2:2022](https://standards.cencenelec.eu/dyn/www/f?p=CEN:105::RESET): "General requirements for Home and Building Electronic Systems (HBES) and Building Automation and Control Systems (BACS) - Part 12-2: Smart grid - Application specification - Interface and framework for customer - Interface between the Home / Building CEM and Resource manager(s) - Data model and messaging", (produced by CEN).
### Informative references
## Informative references
*<aid="[i.1]">[i.1]</a> TNO, EEBus, Energy@Home: "[SAREF4EE: The extension of SAREF for EEBus and Energy@Home](https://w3id.org/saref4ee)".
*<aid="[i.2]">[i.2]</a> [Mandate M/490 for smart grids (March 2011)](https://energy.ec.europa.eu/publications/mandate-m490-smart-grids-march-2011_en): "Standardization Mandate to European Standardisation Organisations (ESOs) to support European Smart Grid deployment".
