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1
10/02/2012 Slide 1
Field and Customer
Request
Meter Testing
Prepared by Kimberly Clarke, JEA
Jacksonville Electric Authority
Tom Lawton,TESCO
The Eastern Specialty Company
2
Questions to Answer
• Why do we test?
• How do we test?
• What types of meter tests are there?
• How do utility tests differ from customer request
tests?
• What is In-Service Testing?
• How do we know meter tests are good?
• What do we do with the test data?
3
Complaint Testing
Customers always have the right to request a meter test.
Some utilities and some jurisdictions allow for testing at the
customer site, others require a test in a laboratory environment.
Some allow the customer to witness the test and others require
the utility commission to witness the test.
Utilities must show that the meter tests well and must
demonstrate that they have a test program in place to ensure
the meters in service are performing well.
4
Program Background
Meter Testing for new and in-service meters is specified in
ANSI C12.1-2008, American National Standard for Electric
Meters, Code for Electricity Metering. Most utility
commissions use this Standard a reference or the basis for their
meter testing requirements.
5
Testing of a meter vs
testing a site
Test an installation and system and not just a meter!
Test programs may need to involve testing and checking the meter
performance as well as checking and testing the installation. This
more extensive test check list needs to be done especially for the
higher revenue C&I customers.
6
Test Plans for Meters
Four test plan options available:
• Periodic
• Statistical
7
Periodic Test Plans
• Periodic
– Varies by State
– Example provided by ANSI C12.1:
• Each Electro Mechanical meter is tested once every 8 years
• All other Meters are tested every 16 years
• Appendix D provides details for other meters & devices
• No guidance for AMI meters
– Generally, average of 12.5% of population tested per year
8 Years 16 Years
8
Statistical Test Plans
The Best Approach
ANSI C12.1-2001 Code for Electricity Metering Guidance
Paragraph 5.1.4.3.3 Statistical sampling plan
“The statistical sampling plan used shall conform to accepted principles of statistical
sampling based on either variables or attributes methods. Meters shall be divided into
homogeneous groups, such as manufacturer and manufacturer’s type. The groups may
be further divided into subdivision within the manufacturer’s type by major design
modifications.”
NOTE - Examples of statistical sampling plans
can be found in ANSI/ASQC Z1.9, the ANSI
version of MIL-STD-414 and ANSI/ASQC Z1.4,
the ANSI version of MIL-STD-105.
9
General Meter Testing Requirements
• New Meters
– Manufacturers tests
– In-house tests on new
shipments
• In-Service Meters
– Periodic Tests
– Selective, random, or
statistical testing
• Retirement tests and testing of related metering equipment
10
Why Use a Statistical Testing Plan?
• Focuses testing on the proper meters.
• Minimizes number of meters to be tested; usually requires less
than 30% of what a periodic testing plan requires.
• Provides data and analysis tools for use in
understanding what is happening with installed meters
or for use in the purchasing of new meters.
11
Homogeneous Population(s)
• The groups or populations being sampled and tested
are made up of the same or similar items, items
which operate in the same way and were made in the
same manner.
• For electric meters, this has traditionally been
interpreted as being meters of a specific meter
type from a manufacturer (i.e. AB1, J5S, MX, etc.).
• AMR & AMI programs have helped to make the
overall populations more homogenous. This makes a
utility with AMR & AMI meters better prepared to
take advantage of a statistical sampling plan.
12
Suitably Sized Samples
• The sample size for each group must be large enough to provide a
statistically valid sample or the group’s population.
• The larger the group’s population, the greater the savings for
statistical testing over periodic
testing and the more statistically reliable the
testing.
• AMI implementation generally results in larger group populations.
The larger the population, the more suitable for statistical testing.
13
Random Sample Selection
• Every item within the group or population has an equal chance of
being selected as part of the sample for testing.
• Random sample selection is critical to providing for a statistically
valid sample.
14
Population Fits the Statistical Model
• The statistical model being used for the sampling/testing
plan needs to match the actual distribution of the
population.
• In most circumstances, one is looking at a normal or Gaussian
distribution (i.e. a Bell curve).
• This can be checked using a histogram plot and normality test. For
mechanical and electromechanical meters, a normal distribution
fits the actual data very well.
• For electronic or solid-state meters, the meters are highly accurate
and recent analysis shows that the test data may not be normal.
15
Statistical Testing Plan w/ AMR & AMI
• By definition AMR & AMI meters no longer have a pair of human
eyes checking the installation each month. Statistical testing allows
the Utility to quickly identify which areas may have a problem.
• Potential problems that could be caught by aggressive testing.
– A faulty batch of meters
– Design or premature equipment failures
– Poor installation due to a poorly trained crew
– Location related failures
– Energy Diversion
16
Statistical Sampling and Revenue
Protection
• One of the significant benefits to the statistical sampling of AMR
& AMI meters is the potential to spot energy diversion more
readily.
• Statistical testing of meters will indicate the overall health of the
meter population. Coupled with historical revenue information
and meter tamper flags statistical testing can become a powerful
tool for combating energy diversion.
• Utilities will be in a better position to spot trends toward energy
diversion more readily and on a closer to real time basis.
17
Statistical Testing with AMI
Statistical testing to monitor AMI programs will also point out
• Design or manufacturing deficiencies
• Installation or post-installation problems (some of which may
or may not be energy diversion).
All should be pursued and the root cause understood!
18
Meter Testing Traceability
• Test equipment to NIST standards
• Tracking number of meters to be tested per State Commission
requirements
• Tracking meter test data
• Meter Records
• Meter Data Management
System (MDMS)
19
• Traceability is defined as ability to link the results of the calibration
and measurement to related standard and/or reference (preferably
national or international standard) through an unbroken chain of
comparisons.
• Calibration is typically performed by measuring a test unit against a
known standard or reference.
• Master standard (i.e. gages) are kept by National Measurement
Institute (NMI) of each country.
Meter Testing Traceability
20
20
• National Institute of Standards and Technology (NIST) provides
internal tracking numbers, which are often used as evidence of
traceability.
• WARNING! NIST does not certify or guarantee that calibration
and measurements are correct, nor does it provide any kind of
certification of accuracy and calibration and the internal number
does mean that the test unit calibrated is indeed valid. NIST only
provides certifications for the work performed by them.
Meter Testing Traceability
21
Meter Testing Traceability - Standards
22
22
• National Standard
In US, it is maintained by NIST, and it is a standard formed by
one or many groups within one country (or only few
countries = adapted).
• Reference or Master Standard
Item of highest metrological quality located at a site where
calibration is being conducted.
Lower level of Reference Standard and used for calibration of lower
level calibration requirements measuring devices.
• Working Standard (working master)
Should be compared to Master Standard or Reference
Standard on regular basis; Used for daily checks comparisons
of the calibrated devices.
Meter Testing Traceability - Standards
23
Test Equipment Calibration
Primary Requirement: Traceable to NIST Standards
• Meter Test Boards, Field Test Kits calibrated to a known master
standard maintained at Meter Shop.
 Some periodicity such as monthly or quarterly
• Reference or Master standard calibrated by outside vendor
traceable to NIST or directly by NIST.
 Usually annually
24
Tracking Meter Records
• AMI programs help to update and overhaul meter record systems.
• Having the records for the entire meter population updated allows
for a better chance that test data is available to answer questions and
that any meter may be selected as part of the sample for testing.
25
Meter Test Data Tracking
Test data should be tracked throughout meter life
– Certification testing, first article, acceptance testing, in-
service (field & shop), retirement
• Meter test data should be linked to meter record data such as meter
form, amps, voltage, display type, etc.
• Best time to start to develop the pro-
gram is before the meters are being
installed.
• Accuracy test data is usually collected
automatically as new meters are tested
in meter shops or cross docks.
26
Meter Test Data Tracking
• Need to consider tracking non-accuracy functional testing (meter
software configuration, service disconnect testing, voltage, etc.)
• Use installation reports to determine if there is any initial concerns
about the meters being installed.
• Typical reports that should be available:
• Failed Meter Report, Project to Date
• Electric Meters on Network Report
27
Meter Test Data Tracking System
• System should track meter test results for ease of future reference
or for response to public or Utility Commission inquiries.
• Maybe part of Meter Data Management System (MDMS) or a
separate Meter Records system.
• Requires discipline in collecting & entering data, especially field
tests.
28
Questions to Answer
• Why do we test?
• How do we test?
• What types of meter tests are there?
• How do utility tests differ from customer request
tests?
• What is In-Service Testing?
• How do we know meter tests are good?
• What do we do with the test data?
29
Questions?
Please feel free to call or e-mail any questions
Tom Lawton
Tom.Lawton@tescometermanager.com · 215-688-0298 (cell)

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Customer Request Field Meter Testing Programs

  • 1. 1 10/02/2012 Slide 1 Field and Customer Request Meter Testing Prepared by Kimberly Clarke, JEA Jacksonville Electric Authority Tom Lawton,TESCO The Eastern Specialty Company
  • 2. 2 Questions to Answer • Why do we test? • How do we test? • What types of meter tests are there? • How do utility tests differ from customer request tests? • What is In-Service Testing? • How do we know meter tests are good? • What do we do with the test data?
  • 3. 3 Complaint Testing Customers always have the right to request a meter test. Some utilities and some jurisdictions allow for testing at the customer site, others require a test in a laboratory environment. Some allow the customer to witness the test and others require the utility commission to witness the test. Utilities must show that the meter tests well and must demonstrate that they have a test program in place to ensure the meters in service are performing well.
  • 4. 4 Program Background Meter Testing for new and in-service meters is specified in ANSI C12.1-2008, American National Standard for Electric Meters, Code for Electricity Metering. Most utility commissions use this Standard a reference or the basis for their meter testing requirements.
  • 5. 5 Testing of a meter vs testing a site Test an installation and system and not just a meter! Test programs may need to involve testing and checking the meter performance as well as checking and testing the installation. This more extensive test check list needs to be done especially for the higher revenue C&I customers.
  • 6. 6 Test Plans for Meters Four test plan options available: • Periodic • Statistical
  • 7. 7 Periodic Test Plans • Periodic – Varies by State – Example provided by ANSI C12.1: • Each Electro Mechanical meter is tested once every 8 years • All other Meters are tested every 16 years • Appendix D provides details for other meters & devices • No guidance for AMI meters – Generally, average of 12.5% of population tested per year 8 Years 16 Years
  • 8. 8 Statistical Test Plans The Best Approach ANSI C12.1-2001 Code for Electricity Metering Guidance Paragraph 5.1.4.3.3 Statistical sampling plan “The statistical sampling plan used shall conform to accepted principles of statistical sampling based on either variables or attributes methods. Meters shall be divided into homogeneous groups, such as manufacturer and manufacturer’s type. The groups may be further divided into subdivision within the manufacturer’s type by major design modifications.” NOTE - Examples of statistical sampling plans can be found in ANSI/ASQC Z1.9, the ANSI version of MIL-STD-414 and ANSI/ASQC Z1.4, the ANSI version of MIL-STD-105.
  • 9. 9 General Meter Testing Requirements • New Meters – Manufacturers tests – In-house tests on new shipments • In-Service Meters – Periodic Tests – Selective, random, or statistical testing • Retirement tests and testing of related metering equipment
  • 10. 10 Why Use a Statistical Testing Plan? • Focuses testing on the proper meters. • Minimizes number of meters to be tested; usually requires less than 30% of what a periodic testing plan requires. • Provides data and analysis tools for use in understanding what is happening with installed meters or for use in the purchasing of new meters.
  • 11. 11 Homogeneous Population(s) • The groups or populations being sampled and tested are made up of the same or similar items, items which operate in the same way and were made in the same manner. • For electric meters, this has traditionally been interpreted as being meters of a specific meter type from a manufacturer (i.e. AB1, J5S, MX, etc.). • AMR & AMI programs have helped to make the overall populations more homogenous. This makes a utility with AMR & AMI meters better prepared to take advantage of a statistical sampling plan.
  • 12. 12 Suitably Sized Samples • The sample size for each group must be large enough to provide a statistically valid sample or the group’s population. • The larger the group’s population, the greater the savings for statistical testing over periodic testing and the more statistically reliable the testing. • AMI implementation generally results in larger group populations. The larger the population, the more suitable for statistical testing.
  • 13. 13 Random Sample Selection • Every item within the group or population has an equal chance of being selected as part of the sample for testing. • Random sample selection is critical to providing for a statistically valid sample.
  • 14. 14 Population Fits the Statistical Model • The statistical model being used for the sampling/testing plan needs to match the actual distribution of the population. • In most circumstances, one is looking at a normal or Gaussian distribution (i.e. a Bell curve). • This can be checked using a histogram plot and normality test. For mechanical and electromechanical meters, a normal distribution fits the actual data very well. • For electronic or solid-state meters, the meters are highly accurate and recent analysis shows that the test data may not be normal.
  • 15. 15 Statistical Testing Plan w/ AMR & AMI • By definition AMR & AMI meters no longer have a pair of human eyes checking the installation each month. Statistical testing allows the Utility to quickly identify which areas may have a problem. • Potential problems that could be caught by aggressive testing. – A faulty batch of meters – Design or premature equipment failures – Poor installation due to a poorly trained crew – Location related failures – Energy Diversion
  • 16. 16 Statistical Sampling and Revenue Protection • One of the significant benefits to the statistical sampling of AMR & AMI meters is the potential to spot energy diversion more readily. • Statistical testing of meters will indicate the overall health of the meter population. Coupled with historical revenue information and meter tamper flags statistical testing can become a powerful tool for combating energy diversion. • Utilities will be in a better position to spot trends toward energy diversion more readily and on a closer to real time basis.
  • 17. 17 Statistical Testing with AMI Statistical testing to monitor AMI programs will also point out • Design or manufacturing deficiencies • Installation or post-installation problems (some of which may or may not be energy diversion). All should be pursued and the root cause understood!
  • 18. 18 Meter Testing Traceability • Test equipment to NIST standards • Tracking number of meters to be tested per State Commission requirements • Tracking meter test data • Meter Records • Meter Data Management System (MDMS)
  • 19. 19 • Traceability is defined as ability to link the results of the calibration and measurement to related standard and/or reference (preferably national or international standard) through an unbroken chain of comparisons. • Calibration is typically performed by measuring a test unit against a known standard or reference. • Master standard (i.e. gages) are kept by National Measurement Institute (NMI) of each country. Meter Testing Traceability
  • 20. 20 20 • National Institute of Standards and Technology (NIST) provides internal tracking numbers, which are often used as evidence of traceability. • WARNING! NIST does not certify or guarantee that calibration and measurements are correct, nor does it provide any kind of certification of accuracy and calibration and the internal number does mean that the test unit calibrated is indeed valid. NIST only provides certifications for the work performed by them. Meter Testing Traceability
  • 22. 22 22 • National Standard In US, it is maintained by NIST, and it is a standard formed by one or many groups within one country (or only few countries = adapted). • Reference or Master Standard Item of highest metrological quality located at a site where calibration is being conducted. Lower level of Reference Standard and used for calibration of lower level calibration requirements measuring devices. • Working Standard (working master) Should be compared to Master Standard or Reference Standard on regular basis; Used for daily checks comparisons of the calibrated devices. Meter Testing Traceability - Standards
  • 23. 23 Test Equipment Calibration Primary Requirement: Traceable to NIST Standards • Meter Test Boards, Field Test Kits calibrated to a known master standard maintained at Meter Shop.  Some periodicity such as monthly or quarterly • Reference or Master standard calibrated by outside vendor traceable to NIST or directly by NIST.  Usually annually
  • 24. 24 Tracking Meter Records • AMI programs help to update and overhaul meter record systems. • Having the records for the entire meter population updated allows for a better chance that test data is available to answer questions and that any meter may be selected as part of the sample for testing.
  • 25. 25 Meter Test Data Tracking Test data should be tracked throughout meter life – Certification testing, first article, acceptance testing, in- service (field & shop), retirement • Meter test data should be linked to meter record data such as meter form, amps, voltage, display type, etc. • Best time to start to develop the pro- gram is before the meters are being installed. • Accuracy test data is usually collected automatically as new meters are tested in meter shops or cross docks.
  • 26. 26 Meter Test Data Tracking • Need to consider tracking non-accuracy functional testing (meter software configuration, service disconnect testing, voltage, etc.) • Use installation reports to determine if there is any initial concerns about the meters being installed. • Typical reports that should be available: • Failed Meter Report, Project to Date • Electric Meters on Network Report
  • 27. 27 Meter Test Data Tracking System • System should track meter test results for ease of future reference or for response to public or Utility Commission inquiries. • Maybe part of Meter Data Management System (MDMS) or a separate Meter Records system. • Requires discipline in collecting & entering data, especially field tests.
  • 28. 28 Questions to Answer • Why do we test? • How do we test? • What types of meter tests are there? • How do utility tests differ from customer request tests? • What is In-Service Testing? • How do we know meter tests are good? • What do we do with the test data?
  • 29. 29 Questions? Please feel free to call or e-mail any questions Tom Lawton Tom.Lawton@tescometermanager.com · 215-688-0298 (cell)

Editor's Notes

  • #7: UMPIRE is a Universal Meter Programming and Reading System It reads all meters and recorders It can control all manufactures software