Project Results

Project Public Deliverables

WP1: Adapt4EE Definition

D1.1 User and Business Requirements Definition

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Executive Summary

Deliverable 1.1 presents results of the first task in WP1 namely the “User and Business Requirements in the Pilot Domains”. The task aims at identifying and defining user requirements of the pilot users in the consortium (AAC, UNAV) as input for the research and development tasks related to the Adapt4EE framework and building blocks of the platform. In order to enhance the view of the pilot users in the consortium, a literature review and interviews with domain experts have been conducted resulting in a comprehensive view on the domain and its user and business requirements.

The approach followed for the analysis is characterized as follows:

  1. Collection of Input
    1. Workshops: face-to-face meetings, telephone conferences and web/screen sharing-sessions with partners involved from the consortium have been conducted.
    2. Structured guiding questions for task participants to collect information on the application business and user cases.
    3. Provision of a questionnaire to query external stakeholders and a student base.
    4. Literature and internet research in the domain under investigation.
  2. Structuring of Content: the content/information acquired was structured using graphical models based upon BOC’s expertise in knowledge management to derive user and business cases for the Adapt4EE system.
  3. Formulation of functional and non-functional requirements in accordance with the VOLERE framework (further information available at [10]) adapted to the needs of the project.

All steps as defined above are documented in this deliverable providing a key focus point on the end-to-end investigation of processes and business cases related to:

  • Design and construction/renovation/modification planning of buildings
  • Facilities management
  • Business analysis
Summary and Conclusions

The document at hand outlines the vision of the Adapt4EE system based primarily on the requirements of the two pilot sites involved in the project, UNAV and AAC. We have also taken into account the thoughts of experts and students from the AEC industry to broaden the scope of the requirements based on their responses to a targeted questionnaire. And lastly we analyzed existing surveys that were carried out on the BPS tool market and summarized the results of our findings.

The literature review provided us with the overall requirements and groups of selection criteria of BPS tools in general according to Architects and Engineers. As a result of the questionnaire responses and interviews, taking into account the literature review, the main focus of the Adapt4EE requirements have focused mostly on issues relating to energy performance simulation at the early design phases, as well as occupancy modelling and how this can improve existing approaches.

For the two pilot sites involved, we have modelled the business processes of the end user business cases described and defined 11 use cases based on the touch points where Adapt4EE can support the user’s decisions in the early design phase and also during the lifecycle of the building. We also considered the perspective of the Business Analyst and created an additional use case. Based on the 11 use cases described we defined 20 functional requirements and 21 non-functional requirements.

This deliverable is an input to WP2 in order to specify the different parts of the framework – Adapt4EE Framework Design and Specification. It will also form the basis of the work carried out in WP4 – Enterprise Management System Implementation whereby the operational business processes that are modelled will be inherently related to the areas of the pilot sites where the use cases are based.

The requirements that were defined based on the needs of the Business Analyst will also affect the modelling method applied in WP4 to document the business processes and the resources that are utilized by the actors involved in the processes. The deliverable will also be one of the inputs for WP7 - Pilot Implementation, Simulation Model Training & Evaluation where the real world use cases defined will be implemented, trained, simulated and tested.

D1.3 State-of-Art and Industry Analysis

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Executive Summary

This deliverable reports the results of the literature review and market survey carried out in the framework of the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) “Occupant Aware, Intelligent and Adaptive Enterprises (Adapt4EE)” including state-of-the-art technologies (SoA), tools and respective projects in the areas related to the scope of Adapt4EE. The main findings of this survey have been carried out within the activities performed in Task T1.3 “SoA Analysis (Technologies, Tools and Respective Projects)” of Adapt4EE WP1 “Adapt4EE Definition”.

The document focuses mainly on topics that are highly related and applicable to Adapt4EE such as building performance tools, past and recent research on occupancy modelling, semantic technologies used for analyzing building performance in close correlation with the enterprises to be “housed” in the buildings under design as well as technologies used by researchers and the Architecture, Engineering and Construction (AEC) technology vendors for visualization of the building performance.

This report intends to serve as a basis for research in Adapt4EE, to be used by partners as a reference state-of-the-art in the topics addressed by the project and will provide the necessary knowledge for the definition of the Adapt4EE architecture and to find the most suitable technologies that shall be integrated into the Adapt4EE framework. In this context, this report also provides a set of recommendations as guidelines for the developments that will take place during the project lifetime, taking into account the analysis of the market trends related to the areas of high interest for Adapt4EE.

Summary and Conclusions

The deliverable reports the findings of the literature survey and market analysis conducted in the context of the Adapt4EE, within the activities of WP1 “Adapt4EE Definition”. In this respect, the document describes the state of the art in AEC domain regarding existing tools and methods in several aspects and topics that are relevant to the research and development that will be performed in Adapt4EE. One first conclusion is that the AEC market is still a raising one with a number of diverse and complementary tools available for the AEC users. The introduction of the BIM models to the early design stages made feasible the evaluation of energy use in buildings as well as the validation of additional performance indicators such as space planning, space utilization and occupancy simulation.

The future trends towards the incorporation of dynamic data related to human occupancy in buildings were presented along with the importance to effectively utilize data related to the organization that will be “housed” in the building under design towards reconciling the differences encountered between the simulations results and the real life.

Modelling and simulating the energy efficiency of buildings and various facilities semantics has now been established as an integral part of the design process and many simulation tools are commercially available as a common practice by AEC users. In this context, Adapt4EE aims to deliver and validate holistic energy performance models that incorporate architectural metadata (BIM), critical business processes (BPM) and consequent occupant behaviour patterns, enterprise assets as well as overall environmental conditions. Thus, within this report a thorough investigation has been performed towards analyzing the current trends and future needs for such technologies and frameworks. The survey findings as well as the literature review conducted will be one of the main reference points for the developments of respective tools and technologies in Adapt4EE.

In this context, a chapter has been dedicated in presenting state-of-the-art technologies that are of particular interest for Adapt4EE scope such as agentbased modelling and simulation, occupancy & business modelling as well as semantic-enabled technologies employed in building management frameworks towards measuring and analyzing the energy performance of building in real-life. The purpose of semantic-enabled technologies study was: i) to analyze technologies used to semantically annotate building information related to energy aspects and ii) to analyze existing tools used for the creation of ontologies and Adapt4EE Deliverable D1.3 Dissemination Level (PU) Grant Agreement No. 288150 April 2012 197 CERTH respective semantic frameworks (middleware) for accessing heterogeneous sensors and the underlying information data related to energy use in buildings. The literature review for each of the aforementioned topics includes the analysis of existing methods and tools used in the AEC industry as well as respective algorithms and initiatives in European projects.

Moreover, a separate chapter has been included in this report in order to describe and present in details the latest findings of market surveys targeted at the tools available in the early stages of design. One major conclusion of the market survey was that Architects, Designers and Engineers (D&E) lack the tools that will assist them in the complete evaluation of the energy performance of alternative design decisions towards producing better and more sustainable construction products, taking into account all aspects of building operation under real life conditions. Moreover, an additional remark on research findings was that only recently the focus was shifted on analyzing the overall patterns, semantics and complexity of day-to-day human activity and movement within buildings, as well as the relation of these activities to domain specific enterprise processes governing commercial buildings operation and performance.

The market surveys revealed also the need to foster the collaboration among key stakeholders during the progression of construction products by providing shareable knowledge through the Virtual Building Modelling process. Interoperability on data interchange will play important role, whereas the enrichment of descriptive BIM models with information that can express the dynamic behaviour of a building due to its occupancy will be further investigated in the future building simulation frameworks.

Last but not the least, the deliverable concludes with a list of recommendations and guidelines for the tools and technologies that will compose the Adapt4EE building simulation framework. Special attention has been given in reporting semantic-enabled technologies that could be employed during the calibration and training phases of the Adapt4EE simulation models (i.e. occupancy & business models) along with enterprise modelling software and occupancy simulation development recommendations. The ultimate goal will be to fully exploit BIM models enriched with the necessary extensions (e.g. occupancy & enterprise models) in order to provide critical evidence to simulation frameworks and energy analysis tools for thorough evaluation of design alternatives.

WP2: Adapt4EE Framework Design and Specifications

D2.1 Adapt4EE Conceptual Architecture

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Executive Summary

This report presents the results of Task 2.1 – Adapt4EE Conceptual Architecture describing the Adapt4EE system architecture. The goal of the conceptual architecture is to provide a holistic view on the Adapt4EE system architecture, its building blocks, components, interdependencies among components and related constraints such as development methodology.

Methodology

To develop and describe the Adapt4EE architecture we apply the standard IEEE 1471 "Recommended Practice for Architectural Description of Software-Intensive Systems" [9] which defines core elements like viewpoint and view. In order to implement and execute this methodology, we follow the approach introduced by Rozanski & Woods [1] and apply it to the whole process of defining the architecture (which is part of WP2). Chapter 2 introduces the methodology and its application in the Framework Design Phase.

Conceptual Architecture

We first introduce the conceptual architecture of the Adapt4EE building performance simulation system in Chapter 3. This is an overview of the Adapt4EE platform, describing the major building blocks of the system in the form of software modules and dependencies. The Adapt4EE architecture consists of two frameworks, the Measurement-Training Framework and the Simulation Framework. The Measurement-Training Framework is responsible for data collection, training, and calibration of the simulation components. The Simulation Framework comprises all components that perform the actual building performance simulation tasks.

Views

Adhering to the IEEE 1471 methodology we describe the views on the conceptual architecture introduced in Chapter 3. Each view focuses on different aspects:

Chapter 4 defines the Functional View of the system, which describes the functional elements, their responsibilities and primary interactions with other elements. In the scope of this deliverable we provide the high-level specification of each identified software module.

Chapter 5, the Development View, describes how the architecture supports the development process. For each module a responsible partner and known software/technology constraints have been identified. Further the development view comprises the agreement on software configuration management.

The Deployment View, described in Chapter 6, defines the modules and existing software and hardware requirements. Existing software are tools or frameworks brought into the project by partners, e.g. ADONIS, Chap, and LinkSmart.

Relation to other Tasks of WP2

This report is the first in a series of three deliverables describing the Adapt4EE platform. Starting from this deliverable on the Adapt4EE system architecture and development framework, the two following deliverables (D2.2 and D2.3) will elaborate on the implementation of the proposed architecture in full detail:

D2.2 – Adapt4EE Common Information Model will describe in detail the Common Information Model (CIM), which is referred to as the Information View in the Rozanski & Woods methodology. CIM includes a description of the different kinds of data and data formats consumed and/or produced by the different modules and the semantic mapping between them. D2.3 – Adapt4EE Modules Functional, Technical, Interoperability and Integration Specifications will describe in detail the internal functionality of the modules, as well as the specified APIs to guarantee seamless interoperability between the different modules.

Summary and Conclusion

This report presented the Adapt4EE conceptual architecture, describing the system’s main building blocks and giving a comprehensive overview of all modules, their high-level functionality and interdependencies.

We have introduced the methodology applied to the Framework Design phase, which provides us with a well-defined process and structure for describing the Adapt4EE architecture. Following IEEE 1471 and Rozanski & Woods methodology, we provide different viewpoints on the architecture. For this report we introduced:

  • The Functional View describing the system’s functional elements, their responsibilities and primary interactions with other elements.
  • The Development View describing how the architecture supports the development process.
  • The Deployment View, describing the modules’ and existing software’s hardware requirements.

As a result of applying this methodology to our architecture definition process we have clearly identified the main building blocks of the system and broke them down into manageable modules, with clear responsibilities. Following these highlevel descriptions, Adapt4EE deliverable D2.3 will go into detail on the internal functionalities of each module, while D2.2 will outline the Common Information Model, which is referred to as the Information View in Rozanski & Woods terminology.

D2.2 Adapt4EE Common Information Model

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Executive Summary

This report presents the results of Task 2.2 – Adapt4EE Common Information Model documenting the proposed Common Information Model (CIM) and different data consumers and providers in the Adapt4EE platform, for which it will serve as a common vocabulary.

Analysis of requirements

To develop the CIM, analysis of requirements for the model had to be performed. Proposed system architecture from the D2.1 and its enhanced version from the D2.3 (prepared in parallel with this report) was analysed and different requirement from measurement and simulation framework were proposed.

Information Models

Existing information models from area of Building Information Modeling, Business Process Modelling, Visualisation and Agent Simulation input/output variables were analysed for requirements for the CIM.

Information Life-Cycle

Example scenarios of XML data usage based on proposed XSD schemas was proposed. These scenarios cover all life cycle of the information within the proposed Adapt4EE architecture. First step is importing the BIM and BPM models, then measuring occupancy behavior and then simulating similar behavior on a building of the same type.

Semantics of CIM elements

Currently semantics of CIM elements is limited to self-explanatory element names and documentation of elements in the XSD schemas. In the future work within WP3 the CIM schemas will serve as a basis for the real ontologies defining all the elements of the CIM.

Technologies used

The proposed CIM is a set of XSD schemas defining several data elements needed for exchange of information between different elements of the Adapt4E platform. CIM will be also accessible on one place via the CIM Interface Module, which will use the CIM schema to input and output different data.

Relation to other Tasks of WP2

This report is related to the D2.1 deliverable, where the high level architecture and modules interaction was proposed. In parallel with this deliverable, the D2.3 – Adapt4EE Modules Functional, Technical, Interoperability and Integration Specificationsis prepared, which will describe in detail the internal functionality of Adapt4EE platform modules, as well as the specified APIs to guarantee seamless interoperability between the different modules.

Annex

In the annex of the deliverable, the XSD schemas documentation is provided describing all elements of the proposed CIM. This is the important part of the report, as it shows in detail what properties are included in particular concepts.

Summary and Conclusion

This report presented the analysis of requirements to the Adapt4EE CIM. Existing information models from area of Building Information Modeling, Process Modelling, Visualisation and Agent Simulation input/output variables were analysed. CIM elements were described (using XSD schemas) and the usages of these elements were in the information life cycle within both measurement and simulation frameworks of Adapt4EE system. These usages were accompanied with the dummy example of XML files based on the XSD schemas. Since CIM elements will be the base for further works on semantic models within Adapt4EE project (within WP3) the current semantics of CIM elements (the semantic level of data) was outlined. Technologically the proposed CIM is a set of XSD schemas defining several data elements needed for exchange of information between Adapt4EE components. It was proposed that these components access CIM via CIM Interface Module.

We provide the documentation of XSD schemas in Annex I.

The CIM was designed to provide definition of Adapt4EE shared semantic vocabulary and meta-data. Proposed CIM contains the description of the information sources from particular modules to be able to use them for the evaluation of the Overall building performance based on occupancy. Therefore it can be a backbone for the system, enabling the assistance to the user in the simulation process to interpret the results based on the dimensions under comparison (Time, Space, Process, Actor, Device, Energy).

CIM Storage (backend of CIM Interfaces) will provide semantic resolving of queries, whenever queries from other modules require advanced reasoning [D2.1]. In such cases CIM Storage uses service of Ontology Manager. This can be related to the specific translation between different data models or the mapping from one data model to another, that is not described here (e.g. specific location of devices within space in BIM). To be able to provide such resolving, first the semantic between above-described elements needs to be modeled. This will be done within the WP3 after the CIM is finalized. The structure of the CIM will serve as the basis for the ontology model based on enhanced LinkSmart ontologies and CIM based domain model.

In this state of the project it became clear that the current version of the CIM is not the final one. There are still ongoing discussions (e.g. about KPIs - Key Performance Indicators) that are/will be reflected in CIM. Also the use of CIM after first implementation will for sure bring some new requirements to be adopted in it. But we designed it together with all project partners the way it can be extended if needed. Thus we think it is a solid information model for further works in the Adapt4EE project.

WP3: Adapt4EE Component Middleware Implementation

D3.1 State of the art on semantic device descriptions for energy-efficient buildings design

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Executive Summary

The so-called “semantic devices” are children of the IoT (Internet of Things). The last decade showed quite busy research activity on the field of IoT and semantic devices.

This deliverable provides an overview about the current development on the field of semantic devices and their interconnection with energy conservation during the building design phase. It describes existing approaches, methodologies, on-going research and technologies connected to the field. The overview concentrates mostly on research from EU projects like SEEMPubs, eDiana, HESMOS, Hydra, AIM etc.

LinkSmart, the middleware to be used in Adapt4EE, is a descendant of Hydra. Therefore, the Hydra ontology will be especially inspected in regard of possible extensions towards Adapt4EE and handling of energy profiles. Chapter 2 examines the definition of the “semantic device“.

In Chapter 3 a list of common ontologies used for semantic devices is presented. We focus on FIPA, SEIPF, SESAME, SSN, Hydra and SEEMPubs. This chapter also lists EU financed projects where semantic devices were used. Most of those projects also have background of either energy-efficiency and/or building design.

Section 3.11 exposes some preliminary thoughts about using the Hydra ontology in Adapt4EE. A specification will be part of D3.2 “Adapt4EE Middleware Specification, Ontology and Semantic Components”.

Chapter 4 gives a brief overview about existing, related scientific publications. We focus especially on M2M research and technologies in Chapter 5: M2M : selected scientific publications.

Finally, Chapter 6 presents a summary and and conclusions of this deliverable.

Summary and Conclusion

This report gives an introduction into semantic devices with special background on energy-efficient building designs. Although the topic is rather specific there is an on-going research on this field, which results in a small, but growing number of scientific publications.

This also can be seen as a problem, because domain definitions and specific nomenclature is still not well defined. On the other hand the domain is a new and dynamic field with lot of scientific opportunities for Adapt4EE.

The report also shows a quite good amount of already existent ontologies connected with semantic devices and energy consumption. This fact documents the above average efforts already done on those fields. A lot of work done on M2M networks was also presented and analyzed.

The survey about related projects shows also existing active research attempts in Europe. The presented ontologies and projects provide beneficial data for the ADAP4ee project. Here a list of overlapping issues/topics:

  • Simulation capabilities of whole lifecycle of buildings for decision makers (HESMOS)
  • Closing gap between BIM and BAS (HESMOS)
  • Energy performance calculations formulas and measurement phase can be reused (SEEMPubS)
  • Evaluation of energy-efficiency of building layout proposals and placement of devices within existing building (SESAME)
  • Possible reuse of Use-case for power distribution network operators (AIM)
  • Possible reuse of ontology- ,physical sensor- and threshold sensorconcept. (eDiana)
  • Extension of taxonomy of certain high level devices possible (Hydra)
  • Representation of spaces (Sofia)

The current report can be used as a good starting point for people interested in the matter. A rather exhaustive reference list provides sufficient information for further research.

D3.2 Adapt4EE Middleware Specification, Ontology and Semantic Components

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Executive Summary

This report presents the results of Task 3.1 – Adapt4EE Middleware specification, describing the Adapt4EE middleware architecture, and Task 3.2 - Adapt4EE Ontology, describing the ontology of information used by the modules of the Adapt4EE system. This deliverable provides an overarching view on the Adapt4EE middleware, its components, its interactions with other modules in the system, and in particular the ontology and how it is used and enriched via the middleware.

Methodology

To develop and describe the Adapt4EE middleware architecture, just like earlier for the Adapt4EE conceptual architecture, we apply the standard IEEE 1471 "Recommended Practice for Architectural Description of Software-Intensive Systems", which defines core elements like viewpoint and view. In order to implement and execute this methodology, we follow the approach introduced by Rozanski & Woods [1]. A detailed description of the methodology can be found in D2.1 [2]. To enable readers to understand this deliverable, we present a summary of the methodology in Chapter 2.

Middleware Architecture

In order to have a reference point about how the parts fit together, we provide a summary of the Adapt4EE architecture in Chapter 2.2. Then we go on to describe the architecture of the middleware, the LinkSmart system, which is itself a result of the EU FP6 HYDRA project. LinkSmart consists of several independent, interrelated managers that each take care of one aspect of the system and make available data and services over a P2P network. Data enters the system through software that can convert proprietary sensor readings to a common event format. These events get then distributed to all interested parties. In particular, the measurements get enriched with semantic information about the location and process where they happened. These enriched events get then saved to the common information storage of the Adapt4EE system, where they can be used by other modules at a later time.

Views

Adhering to the IEEE 1471 methodology we describe the functional view on the middleware architecture, and the information and data views on the ontology. Each view focuses on different aspects:

  • Chapter 4 extends the LinkSmart description from Chapter 3 to incorporate Adapt4EE-specific modules. We describe the system's functional elements, their responsibilities and primary interactions with other elements.
  • Chapter 5 presents the functional view on other Adapt4EE modules, in particular Ontology and Sensor Device Managers. Additionally, Chapter 5.4.1 presents an information view on the Adapt4EE ontology.

Relation to other Tasks in WP3

This report presents the results of Task 3.1 and 3.2. Additionally, the architecture described here is a basis for the development of device managers in task 3.3 and the development of the semantic components in task 3.5. Finally, task 3.6 depends on the data gathered through this middleware architecture.

Summary and Conclusion

This report presented the Adapt4EE Middleware architecture, its ontology, and semantic enrichment of raw sensor data. We describe the main concepts of the LinkSmart middleware and tell how they work together to exchange messages and measurements between the different modules of the Adapt4EE system. A comprehensive overview of the middleware modules, their high-level functionality and interdependencies was also given, focusing specifically on the common information model interface manager and on the interfacing between sensors and the rest of the system.

The methodology we use is the same one described in D2.1, i.e. the IEEE 1471 [4] or Rozanski & Woods methodology. Following that, we provide, where necessary, several viewpoints of the architecture:

  • The Functional View describing the LinkSmart middleware, its main responsibilities and the primary interactions with other elements.
  • The Information view that the ontology and Common Information Model represent.
  • The Data View, describing how sensor data is to be converted to events that the rest of the Adapt4EE modules can consume.

We have clearly identified the main building blocks of the middleware and their interactions, as well as the responsibilities each of them has to fulfill.

D3.3 Adapt4EE Middleware Device Managers Energy Profiles Definition

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Executive Summary

This document reports the results of two technical tasks performed in the scope of the European Union 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) “Occupant Aware, Intelligent and Adaptive Enterprises (Adapt4EE)”:

  • Definition and calibration of energy profiles for characterizing energy- consuming devices – Adapt4EE Task T3.4 (“Energy Profiles Definition”).
  • Design and development of device managers for interconnecting several types of sensors (occupancy, energy consumption, environmental data…) with the Adapt4EE middleware, which is based on the LinkSmart framework. This work corresponds to Adapt4EE Task T3.3 (“Middleware Device Managers”).

First, a discussion on the rationale of energy profiling for appliances is presented, along with the proposal of finite state machines as modelling tool for defining energy profiles (Section 2).

Next, Section 3 describes the three complementary solutions devised and implemented for interconnecting sensors with the Adapt4EE framework. Each of these solutions addresses the specific requirements and goals of one type of sensors (occupancy sensors based on depth images; occupancy sensors based on RFID tags; and metering and environmental sensors in general) while still providing an overall coherent and homogeneous handling of the sensing data by means of a final stage of information of event aggregation and contextualization.

Section 4 discusses how to link the field measured energy consumption data with the energy profiles associated with the appliances. Despite a number of hurdles challenging this objective, such linking is very important to properly validate and calibrate previously defined energy profiles, using real data (in order to better model the behaviour of the appliances), and well as to support other uses, such as on-line detection of appliances and their operating status, for building management systems.

Finally, a discussion on the approach to calibrate the energy profiles is presented in Section 5.

Summary and Conclusion

In this deliverable we presented the results of work performed in the scope of Adapt4EE Tasks T3.3 (“Adapt4EE Middleware Device Managers”) and T3.4 (“Energy Profiles Definition”).

Regarding the Device Managers, three distinct approaches were followed to integrate sensing devices into the LinkSmart middleware and, subsequently, into the Adapt4EE framework.

For the depth image sensors, taking into account the need for intensive processing of captured images and correlation of the results produced by the set of sensors covering each area (with possibly overlapping detection of human occupants), as well as the intention of not exporting the privacy sensitive images captured by the depth sensors, local client units (directly linked to one or two depth sensors) and aggregators are used to generate higher level events, that are then provided to the LinkSmart middleware using the available APIs.

Regarding the RFID sensors a similar approach is taken: raw events reported by each RFID sensor are processed by an aggregator, which then produces higher level events and provides them to the LinkSmart middleware. Since computing requirements are not so demanding as in the case of depth image sensors, this aggregator does not need to be physically close to the sensors and can in fact serve a large number of clusters of RFID sensors, possibly located in different buildings.

Regarding the other types of sensors (metering, environmental) a local aggregating device is used to aggregate measured data and overcome the intrinsic limitations of the sensors (computing capabilities, network capabilities, constrained energy sources). This aggregating device sends sensing data to a central collector, which finally makes it accessible to the LinkSmart middleware using the available API. For sake of simplicity, the same server (the sensor access point) collects, pre-processes and provides data from RFID sensors, meters and environmental sensors.

In all three cases a final stage of information of event aggregation and contextualization is performed at the LinkSmart Middleware, even when the events received from the sensors are already composed events or include additional data (e.g. sensor ID, location, timestamps…). This allows the system to produce and handle higher-level events, if desirable, and harmonizes the metadata with the Adapt4EE framework (translation of raw sensor IDs to Adapt4EE specific areas or devices, translation of raw location IDs to Adapt4EE specific areas, synchronization of timestamps from different sources, etc.).

Regarding the Energy Profiles definition, the goal is to use energy profiles to translate raw sensor data (measured energy consumption) into individual equipment state information. Possible uses include modelling and calibrating the behaviour of specific types of equipment, for later application in simulation and estimation of energy efficiency (as in the Adapt4EE software), but also improving building management systems with the ability to detect specific devices (appliances) and their operating status simply by monitoring power consumptions at strategic points. First, possible approaches to define energy profiles of appliances in terms of state machines were presented. Then it was discussed how to link field-measure energy consumption data with energy profiles, with several examples of measured consumptions and the identification of the key challenges (peak steepness; noise and outliers; inaccuracy in reported equipment states; equipment state modelling). Afterwards the approach to calibrate the energy profiles was presented. This work shall now be followed by the actual definition, calibration and validation of energy profiles for the representative equipment that is present in the Adapt4EE Pilots, in the scope of Task T7.4.

WP4: Enterprise Management System Implementation

D4.3 Pilot Domain Reference Models

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Executive Summary

This document reports on the final task of WP4 – T4.4 Open Reference Models for the Pilot Domains. The results of the work performed in T4.4 provided open anonymized models that can be reused within the scope of Adapt4EE and other projects in the AEC domain but they also have potential to be reused in more generic business scenarios of their respective domains. The outcome of this work is presented as reusable packages of business process for specific domains developed in collaboration with the pilot partners of the project and will be published within the community. Candidate community spaces have been selected and the publishing process has been triggered accordingly. As a prototype deliverable the document at hand represents the explanatory notes and provides details on the methodology followed and results achieved in developing the packages.

As the concluding task, T4.4 built on the previous results that were achieved in T4.1 and T4.2 resulting in deliverable D4.1 – Pilot Domain Business Process and Resource Models [ 1 ]. D4.1 has been used as input, further enriched and detailed and packaged according to a common process to a) anonymize confidential data from the pilot domain b) structure the package according to a common format and c) provide the necessary file representation to share the information. Basic annotation with keywords and additional metadata was added to describe the actual content.

Overall, the following results have been achieved during the execution of T4.4:

  • Domains included: 2
    • Health Care derived from UNAV in Navarra
    • Multipurpose Complex derived from AAC in Coimbra
  • Areas analysed: 9
    • UNAV Administration Area
    • UNAV Day Care Area
    • UNAV Nephrology Area
    • UNAV Oncology Area
    • AAC ISA Design and Development Area
    • AAC ISA Financial Area
    • AAC ISA Innovation Area
    • AAC ISA Procurement Area
    • AAC LEITE Eye Clinic Area
  • Number of packages: 11
  • Overall number of models: 136
  • Overall number of activities: 659

Access to the packages is provided through a dedicated secure SVN repository that allows registered interested users access to the models for use in the related projects. After registration for access the community members are supported in providing modifications and updates/additions back to the repository. The repository is accessible at: https://secure.boc-group.eu/svn/adapt4ee/

To obtain a username and password for SVN access please send an email request to boc@boc-ie.com. Since the packages are characterized as “open” the initial release represents the results derived from the Adapt4EE pilot perspective. Through collaboration and interaction with the community on the selected platform, further enhancements and additions are expected.

Summary and Conclusion

In this deliverable we presented the results of the work performed in the scope of Adapt4EE task 4.4 – Open Reference Models for the Pilot Domains. The goal of the task was to create packages of models to enable the results of the modelling tasks in T4.1 and T4.2 to be shared in the public domain and to enhance the sustainability of the open model content in the future. In total 11 open model reference packages have been developed as a result of task 4.4. The domain packages were split into packages for the complete domain and into smaller packages for single areas in each domain to make it easier for the end user to run small or large simulations based on their requirements. The total number of models produced was 136 and the total number of activities modelled was 659.

The open models will primarily be targeted at the AEC community and other Adapt4EE stakeholders interested in building simulation so that they can use real business process information in their simulation model rather than just average values for the purposes of alternative design evaluation. The models have been shared through an SVN and as the models are ‘open’ in nature it is foreseen that the packages will be built upon in the future to incorporate additional building types or business domains. In the future the full package of open models will also be available on eeSemantics Wiki page.

WP5: Adapt4EE Image Based Occupancy Modeling (RTD)

D5.1 Occupancy Profiles and Modelling for Efficient Energy Control in Enterprises

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Executive Summary

This deliverable reports the methodologies utilized by the occupancy profiling and modelling subsystem in controlled environments carried out in the framework of the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) "Occupant Aware, Intelligent and Adaptive Enterprises (Adapt4EE)". The occupancy profiling and modelling subsystem has been carried out within the activities performed in Task T5.1 "Occupancy Profiles, Modelling and Simulation Specifications" of Adapt4EE WP5 "Adapt4EE Image Based Occupancy Modelling".

The document focuses mainly on the description of the specification used by the occupancy profiling and modelling system. The prototype of a semantic model in form of an ontology was created and will be used by the internal semantic component of CIMIM. The ontology will serve to infer relevant data to the given request using semantic relation among its concepts. The occupancy parameters used by the Adapt4EE system are thoroughly analysed. The utilized occupancy parameters could be static or dynamic and represent both spatial and temporal information stored in the CIMIM.

According to the utilized occupancy parameters, a variety of occupancy profiles can be extracted. Some profiles concern the building or parts of it (spaces and zones), while other reflect the role of the occupants, as well as, the business processes taking place in the monitored areas. High level semantic information can be extracted by utilizing the occupancy profiles. The semantic information refer to the building (spaces, zones, building) and the occupants (roles and business processes).

All this information can be used for simulation purposes in order to generate a stream of occupancy data, applicable to similar buildings/zones/spaces and to similar occupancy roles and business processes.

The whole occupancy profiling and modelling system takes into account all the legal and ethical issues regarding individual privacy.

The occupancy profiling and modelling subsystem of Adapt4EE constitutes a major research result of the project, since it sets the basis for more accurate simulation of occupancy in building environments, in comparison with already existing BPS tools.

Summary and Conclusion

In this deliverable the occupancy profiling and modelling subsystem in the framework of the Adapt4EE system has been presented. The SotA of scientific techniques for the simulation of space utilisation by humans was presented. The occupancy modelling technique served as a baseline for our prototype model design. The prototype of the semantic model in the form of ontology was created and will be used by the internal semantic component of CIMIM. The ontology will serve to infer relevant data to the given request using semantic relation among its concepts. An example scenario demonstrates the concepts that will be modelled in the ontology.

Furthermore, an analysis of the occupancy parameters that has been used by the Adapt4EE system has taken place. All the occupancy parameters can be either static or dynamic and almost all of them keep both spatial and temporal information. Occupancy modelling is based on the occupancy parameters that have been chosen based on the occupant presence, the occupant behavior and the occupant comfort attributes.

The occupancy profiling method followed here produces a variety of occupancy profiles. The extracted occupancy profiles concern the building or parts of it (spaces and zones). Also, other occupancy profiles concern the role of the occupants, as well as, the business processes occurred in the monitoring areas. The occupancy profiling can lead to a variety of semantic information, which can be used either for building/zone/space refurbishment, or business processes alternation guiding to energy consumption savings.

Furthermore, a primary issue is to capitalize on the occupancy data measured by various sensors placed in a building (cameras, RFID, etc.) to improve the level of accuracy and realism adopted in the behavior of occupants throughout the simulation and therefore the quality of simulation results. Also, simulation is exploited in order to generate new occupancy data, which is used by e.g. the visual analytics tools to discover building design weaknesses and causes of deviating scores on energy performance, business performance or occupant comfort. The Common Information Model (CIM) and the Building Information Model (BIM) are involved in all of the above procedures.

Furthermore, the methodologies presented in this deliverable, in the context of this WP (WP5) of the Adapt4EE project extract the occupancy profiles and models taking into account all legal and ethical issues regarding individual privacy. An individual cannot be identified or recognized using only the devices utilized by the Adapt4EE project. Especially, the depth sensors (cameras) adopted by the occupancy system do not involve the collection of color images, in order to minimize the privacy issues and any concerns. Thus, special care has been given in order to respect privacy and fair information principles (data anonymity, no color images storage for occupancy, etc.). An individual cannot be identified or recognized using only the depth information, since the color images are not available by the occupancy system. The occupancy system has been designed having aware the ethical aspect and social impact of the Adapt4EE research and the data collection has been done in full compliance of any European and national legislation.

Finally, all occupants that are involved in the business processes that are going to be monitored, as well as all occupants that work somewhere in the monitored area, have been fully informed about the pilot. Also, a small demonstration of the acquired and processes data (especially of the data acquired by the depth sensors) is necessary. Also, announcements at the monitored areas inform about the pilot as well as the protection of the personal information of all occupants.

WP6: Adapt4EE Integration

D6.3 Adapt4EE System Test Report

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Executive Summary

Adapt4EE introduces a holistic energy performance evaluation framework that incorporates architectural metadata (BIM), critical business processes (BPM) and consequent occupant behaviour patterns, enterprise assets and respective operations as well as overall environmental conditions. The Adapt4EE framework, having as a central point of reference the occupancy behaviour (presence and movement) will align energy consumption points to all interrelated enterprise aspects (business processes, enterprise assets and utility state and operations).

The project aims to integrate an enhanced semantic enterprise model that treats, learns and manages the enterprise environment as an intelligent agent, perceives environmental state using multi-type sensors and information modalities. The Adapt4EE Model utilizes business processes, occupancy data and energy data. The model is calibrated during the training phase based on sensor cloud data captured during operation. Also, a business process driven occupancy simulation model and energy profiles are utilized to achieve more accurate and realistic evaluation of the energy impact of alternative design and planning decision at an early design phase, prior to realization.

Deliverable D6.3 has been prepared in the context of WP6: “Adapt4EE Integration”. The document details the Adapt4EE system’s test report. It describes the tests and their results for each component individually in relation to the supported functionality, communications interfaces, functionality possibilities, data flows and data transition speed. Furthermore, it provides information about their performance, their stability, the amount of data that they can handle, as well as any problem that has been detected and should be taken care.

The integrated Adapt4EE system is comprised of the measurement and the simulation frameworks. These two frameworks share some common components; the Business Process Model (BPM) module and the Common Information Model Interface Module (CIMIM). All Adapt4EE common components has been tested and evaluated as well. The integrated system and each component have been also tested according to the requirements and specifications delivered from the deliverables D1.1 [ 1 ], D2.1 [ 2 ] and D2.3 [ 3 ].

Finally, the Adapt4EE integrated system has been thoroughly tested and installed at the pilot sites. Information about performance, stability and data handling are described in details in this deliverable.

Summary and Conclusion

In this deliverable the system testing and adaptation of the Adapt4EE system and its components has been described. The Adapt4EE system is comprised by two major frameworks, the measurement and simulation frameworks, as well as some common reference components.

The measurement framework is comprised by the occupancy extraction module, LinkSmart middleware module, the Adapt4EE event aggregator module and the agent training module. On the other hand, the simulation framework contains the occupancy prediction module, the agent-based simulation module and the visual analytics module. Both measurement and simulation frameworks, share some common reference components, the Business Process Model (BPM) module, as well as the Common Information Model Interface Module (CIMIM). All these sub-modules have been developed and integrated to the Adapt4EE system, a Building Performance Simulation Platform.

Adapt4EE system has been thoroughly tested according to the requirements and specifications delivered from the deliverables D1.1 [ 1 ], D2.1 [ 2 ] and D2.3 [ 3 ]. Firstly, each component/module of the Adapt4EE integrated system has been individually tested and evaluated, while the test of the two major Adapt4EE integrated frameworks (measurement & simulation frameworks) has been followed. All the test results have been extensively described in that deliverable, illustrating that the overall Adapt4EE system, as well as its individual components are fully operated prototypes fulfilling the requirements and the specifications of the projects.

The progress of the development, integration and evaluation activities has reached a level that ensures the smooth finalization of all planned pilots.

WP7: Pilot Implementation, Simulation Model Training & Evaluation

D7.3 Report on Adapt4EE Training and Model Optimization

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Executive Summary

The efforts reported in this deliverable concern Adapt4EE Task T7.4 (“Agent Based EMS Training/Learning and Adapt4EE Model Optimization”), particularly the definition, execution and reporting on Adapt4EE system training programmes for enterprise network operators from the considered pilot domains. These training programmes are delivered in the form of interactive training or learning algorithms used to optimize the enterprise models for intelligent agent-based simulation. This optimization relates to both the adaptation of enterprise models to new domains or designs, and also the calibration of enterprise business process models based on actual measurements obtained from pilot sites.

This deliverable defines optimization algorithms for (automated) adaptation the enterprise simulation models to specific domains. These algorithms are to a large extent based on principles of self-organization, thus yielding behaviours related to process creation, process management and equipment allocation that inherently accommodate variations in the scenery as introduced by a designer.

Furthermore, training algorithms have been specified for calibrating the enterprise simulation models to more closely match realistic behaviours as observed in the pilot sites. The calibration problem has been formalized mathematically as an optimization problem and two optimization approaches have been provided, one is BPM driven and explores and scores all activity sequences possible with the given BPM, the other takes a bottom-up evolutionary approach and tries to reconcile increasingly more observations with fewer and fewer business process instances. Each of these algorithms has been validated showing they adhere to the formalized optimization rules.

As part of the Adapt4EE system, integration aspects are discussed concerning how to prepare the raw measurement data obtained from pilot sites for successful application of the training algorithms, as well as how to apply the training algorithms in order to obtain calibrated, domain specific enterprise simulation models.

Lastly, an application user manual is provided for key actors (e.g. enterprise network or building management operators) to provide their feedback and adapt the enterprise network models as needed.

Summary and Conclusion

Corresponding to Adapt4EE Task T7.4 (“Agent Based EMS Training/Learning and Adapt4EE Model Optimization”), the efforts reported in this deliverable concern the definition, execution and reporting on Adapt4EE system training programmes for enterprise network operators from the considered pilot domains. These training programmes have been delivered in the form of interactive training or learning algorithms used to optimize the enterprise models for intelligent agent-based simulation. Finally they have been wrapped within user interfaces for key actors (including enterprise network operators and building management operators) to provide their feedback and adapt the enterprise network models as needed.

This deliverable defined optimization algorithms for (automated) adaptation the enterprise simulation models to specific domains, in particular self-organizing behaviours related to process creation, process management and equipment allocation.

Furthermore, training algorithms have been specified for calibrating the enterprise simulation models to more closely match realistic behaviours as observed in the pilot sites, in particular by formalising the calibration problem mathematically and providing two optimization approaches (BPM driven as well as evolutionary). Each of these algorithms has been validated showing they adhere to the formalized optimization rules.

Integration aspects have been discussed concerning how to prepare the raw measurement data obtained from pilot sites for successful application of the training algorithms, as well as how to apply the training algorithms in order to obtain calibrated, domain specific enterprise simulation models.

Lastly, an application user manual has been provided for key actors (e.g. enterprise network or building management operators) for collecting the necessary feedback to be fed into the pilot requirements as well as for the adaptation of the enterprise models, if needed.

D7.4 Adapt4EE Evaluation Report

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Executive Summary

This deliverable presents the Evaluation Report of the Adapt4EE project for the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) “Occupant Aware, Intelligent and Adaptive Enterprises (Adapt4EE)”.

The goal of this deliverable is to report on the Adapt4EE Evaluation activities that are taking place in the scope of the Adapt4EE Project, more specifically in the scope of Task T7.5 (“Evaluation of User Experience and Performance Evaluation of Adapt4EE Framework and Tools”).

These Evaluation activities have started at Month 23 (September 2013) and will continue up to Month 36 (October 2014) with the celebration of the Workshop International Seminar on ‘Building Energy Performance’ hosted by UNAV on the 1st October 2014.

Summary and Conclusion

The document at hand constitutes the overall Evaluation Report of the Adapt4EE framework. This deliverable is directly associated with Task 7.5, which has three goals:

  • To perform the overall evaluation of the Adapt4EE framework, considering End-User Experience (Architects, Engineers, Facility Managers and Other Responsible) involved in the use of energy in buildings, evaluation of improvements brought by individual components of the Adapt4EE framework (e.g. occupancy modelling, multi-sensorial monitoring) and overall improvements of Adapt4EE-enabled new architectural designs, in terms of energy efficiency and user comfort.
  • In order to perform this evaluation, multiple pilot runs will be performed, according to the framework defined in Task 7.1 (“Pilot Evaluation Framework”) and the specificities of each pilot.
  • To focus on validation, future transfer of knowledge between Adapt4EE and other similar projects will be sought.

    In order to evaluate the Adapt4EE framework 4 scenarios have been analysed along with the overall preparation process for the system evaluation in terms of performance and user experience. For each scenario the report covered a brief information of its aim, the role of Adapt4EE, the role of the actors involved as well as the BIM models performed in order to evaluate it and the analyse of the results in comparison with the initial situation. All the evaluation information has been gathered from end-users in the Workshop International Seminar event organized on the 1st of October 2014 in Pamplona.

    In order to perform the overall evaluation of the Adapt4EE framework, some questionnaires have been prepared aimed to different target groups: end-users, end-users participating in the Adapt4EE consortium, facility managers, business managers and building occupants.

    Regarding the answers obtained from End-Users, it can be underlined that the results are positive (especially in the usability and information management) but not excellent. There are several outstanding issues on which improvements can be made, such as, overall simplicity, systems failures and aesthetics.

    It is important to mention that the results from professionals are higher than results from students’ responses.

    Despite good results from facility and business managers, both have encountered the same problem in the easiness to persuade the occupants.

    Finally, according to the building occupants, it must be highlighted that the majority of occupants values the intrusiveness of the occupancy monitoring as minimum and the interference with their privacy or job performance as almost null.

WP8: Dissemination of Results & Exploitation

D8.1 Dissemination & Exploitation Plan (Preliminary Report)

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Executive Summary

This deliverable presents the Dissemination and Exploitation plans for the European Union (EU) 7th Framework Programme (FP7) Specific Targeted Research Project (STREP) “Occupant Aware, Intelligent and Adaptive Enterprises (Adapt4EE)”.

The content of this deliverable is organized as follows.

First, the major project stakeholders and dissemination target groups (D&E community, technology providers, scientific community, business actors, energy associations and public bodies, occupants and stakeholders of Pilot sites, and the public in general) are identified and characterized.

Next, the key dissemination instruments are discussed in general: Adapt4EE Web Portal, Presence on Social Media, Scientific Publications and Presentations, Liaison and Participation in Fora & Thematic Events, eeSemantics Knowledge and Collaboration Spaces, Adapt4EE Workshops, Demonstrations, Promotional Content and Dissemination Material s. This discussion is then followed by the identification of relevant channels and opportunities (Scientific Journals and Conferences, Related Projects, Initiatives and Working Groups, General ICT Events and Technical Magazines. Afterwards the implementation framework for dissemination activities is discussed, including strategies, monitoring indicators, partner assignments, planning and monitoring mechanisms.

A specific section is devoted exclusively to how to approach stakeholders of the two Pilot sites, due to their interest to the project, their specific interests and the role they play on the Adapt4EE evaluation.

The next Section is devoted to the definition of the Exploitation Plan, identifying exploitable components, internal and external competition and opportunities, IPR issues, plans and objectives of individual partners and relationship with dissemination activities.

Finally, the project Logo and Visual Identity, that were already defined in the first months of the project, are briefly presented.

Summary and Conclusion

This document presented the preliminary dissemination and exploitation plan of the Adapt4EE Project, which shall be updated until the final delivery on M25.

First, the role of dissemination and exploitation was discussed, in the specific scope of the Adapt4EE project.

Concerning the planning of dissemination activities, stakeholders and dissemination target groups were identified, and a set of contacts lists was built in order to support the communication with these target groups. Next, the means of dissemination to be used in the Adapt4EE dissemination activities were identified, including web portals and presence on social media, scientific papers on journals and refereed conferences, scientific presentations, participation in Fora and thematic events, the eeSemantics Knowledge and Collaboration Spaces, project Workshops, demonstrations and promotional content. Next, an implementation framework for dissemination was proposed, defining a strategy, objectives and monitoring indicators, partner roles and responsibilities, expected results and success indicators.

The specific issues related with the Pilot stakeholders were discussed, identifying the stakeholder’s subgroups, defining a strategy and a roadmap for reaching that specific category of dissemination targets.

Planning of Exploitation activities started with the identification of major exploitable components, along with the discussion of potential competition and opportunities. Five different major exploitable components were identified, reflecting the conviction that the exploitation potential of Adapt4EE results does not necessarily derive from the final platform as a monolithic product – several specialized components to be conceived and developed during the project can be considered as by-products with strong exploitation potential. It was also concluded that those specialized components are interesting in a wide range of application areas, often outside the strict scope of Adapt4EE. These conclusions led to the option of allowing different clusters of partners to independently exploit different components of the project, in different time frames and in different markets.

Next, legal constraints and IPR issues were analysed. The individual exploitation plans and objectives for each individual partner were presented, along with preliminary profit-loss analysis. Next, the relation of individual and collective exploitation plans was discussed. This work resulted in the identification of partner roles for the exploitation of each of the five clusters previously identified.

Afterwards an Exploitation Agreement was defined (cf. Annex B) as a first understanding on partner interests, rights and expected roles. The next steps towards effective exploitation – as the project progresses – include refining of the work carried out so far, further detailing identification of exploitable components, harmonizing partners’ business plans for each component and defining more detailed roadmaps for pre-exploitation activities. These activities shall be organized around each of the identified clusters and, altogether, they may be reflected in extensions or adjustments in the initial exploitation agreement.

Finally, the deliverable was concluded with the description of the Logo and the Visual Identity prepared in the first months of the project to provide support for dissemination activities.

D8.2 Adapt4EE Web site and Dissemination Material

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Executive Summary

This document, entitled “Adapt4EE Website and Dissemination Material”, presents the web site of the Adapt4EE project and provides a description of its basic functionality.

In addition, the document presents the overall approach behind the design and development of the project’s dissemination material (logo, leaflet, poster, newsletter) and gives a first overview of the respective design layouts.

The web site is available at the following addresses: www.adapt4ee.eu and www.adapt4ee-project.eu, which were created to help in the co-ordination of ongoing project work, to share documents and resources, and to disseminate the project concept, objectives and outcomes.

The main aim of this web site is:

  • to inform the public about the Adapt4EE project concept, innovations and activities,
  • to constitute a tool to communicate and to exchange information on the project between the partners of the project.

Initially, an introduction to the main parts of the Adapt4EE Web site is provided in the first section.

In the next sections, the appearance and the functionalities of the Adapt4EE Web site are presented in detail. These sections describe the developed web site, its structure and the underlying technology used.

Finally, a short introduction to the overall design approach and presentation of the Adapt4EE dissemination material layout designs complement the deliverable’s structure and content.

Summary and Conclusion

This report gives a detailed overview of the web site that was created and will be maintained for the whole duration of the Adapt4EE project. The Adapt4EE web site was designed and created in correspondence to WP8 activities that contain the design and preparation of various tools (e.g. the web site) and reports for disseminating the project objectives, innovations and results. The web site is available for the potential users, interested parties and the consortium members (public and member section).

The main aim of this document was to present the various sections of the web site and the respective functionalities of the contained user pages. Initially, an overview of the structure of the web site was presented and the functional sections of the web site were outlined.

Based on the available sections of the web site, the functional parts of each section of the web site, namely the public, members and administrator’s section, were described analytically in separate chapters.

In addition, the deliverable has presented the overall dissemination material prepared and the social media channels utilized to support the dissemination activities of the project and complement the information provision mechanisms applied as part of the website functionality.

As analyzed in detail in the present deliverable, the Adapt4EE partners will utilize a variety of dissemination tools/means to reach the multidisciplinary target audiences of the project. These include among others the project logo and website, leaflets, posters, newsletters and continuous interaction with relevant stakeholders through the Adapt4EE social media channels.

D8.3 Report on Dissemination Activities, Public Participation and Awareness

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Executive Summary

The purpose of this document is to present all dissemination and user engagement activities, as well as, events of the Adapt4EE project within the duration of the project (November 2011-October 2014). Consortium of Adapt4EE project managed to carry out a variety of dissemination activities, involving a significant number of participants and information receivers, thus fulfilling (and in some cases going beyond) initial expectations.

More specifically, the dissemination flagship of Adapt4EE was the organization of a series of Vocabulary Camps (VoCamps) focusing on Data Modelling for Energy Efficient Buildings. Adapt4EE, with the collaboration of the EC, organized 5 specialized thematic workshops, bringing together stakeholders from both the industry and the academia and aiming at promoting and evolving standardization activities in the area of data modelling for energy efficient buildings.

In order to foster awareness and impact of the project results, and to establish common knowledge and collaboration spaces for the topics in the scope of the project, Adapt4EE strongly committed to the coordination of the eeSemantics platform, sponsored by the European Commission. The eeSemantics is a follow-up of the eeBuildings Data Models platform that started on January 2011 as a preliminary harmonization step in the way towards standardisation of the semantics of ICT for EE in buildings. That platform was originally run by the ICT4E2B project platform but meanwhile it has evolved; its scope was enlarged, it was transferred to EC hosting services, and it was renamed to eeSemantics. Adapt4EE has undertaken the role of the coordinator and key animator of the data models collaboration site and initiative. A joint effort (Commission and Adapt4EE consortium) was planned, to ensure the active engagement of all stakeholders, as well as the viability of the collaboration site.

Apart from these major action lines of the Adapt4EE Dissemination Strategy, traditional means of dissemination and awareness raising were utilized, so as to increase the visibility of the Adapt4EE project results. Publications in conferences, leaflets and posters in industrial events, newsletters sent in a well-established mailing list, press releases in national and international news portals and magazines, project video, along with keynote presentations in relevant workshops, enhanced the Adapt4EE visibility and attracted the interest of a variety of stakeholders in the project’s results.

The online dissemination effort of the project was also multi-diverse and involved a variety of means to extend the audience of the project. The project’s website has been up and running since early on in the project (M2) and the traffic generated has far exceeded the original expectations for the first two years of the project. In addition to the website, the project set up and established its presence in other online outlets, including social media (Facebook, Twitter, LinkedIn), image sharing (Flickr), presentation sharing (Slideshare) and video publishing (Youtube) networks.

The current deliverable lists all dissemination activities which include participation in conferences, industrial events, academic publications and other dissemination efforts, while evaluating their success towards reaching the targeted audience throughout the duration of the project.

Summary and Conclusion

The bottom line regarding the dissemination effort accomplished during the Adapt4EE project can be summarized as positive and successful, since most of the goals set out have been achieved with encouraging results, based on the feedback received from the different partners that were responsible for these activities.

The metrics presented in the previous chapter of the deliverable show that there was a good balance between different types of activities, while the audience reached surpassed the expectations of the consortium and highlighted the efficiency of the different means utilized.

Moreover, the online means of dissemination for the project have been up and running from the very early stages of the project, since it was common belief within the consortium that web activities can actively boost the outreach of the project and increase its visibility towards the target audiences.

Small deviations from the dissemination plan and strategy (mainly referring to the number of publications made by the consortium) during the first two years, were sufficiently addressed during the last year of the project when the consortium spent a significant amount of effort on the successful dissemination of project results across scientific conferences and international journals.

WP9: Project Management

D9.3 Report on Ethical Advisory Board Activities and Relevant Issues

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Executive Summary

This document is the outcome of the efforts made by the Adapt4EE consortium in the context of WP9 “Project Management” in order to address several issues regarding the overall project management and the establishment of the proper communication, quality, and monitoring mechanisms towards the smooth implementation of the project. More particularly, the current document covers the issues of ethical monitoring, risk assessment and contingency planning. Within these lines, the objectives of this deliverable are:

To report all potential ethical and legal issues stemming from the project research activities as well as the involvement of subjects in the realization of the pilots.

To report the potential risks arising from the technological innovations proposed in the Adapt4EE framework and provide the necessary contingency plans towards eliminating them.

To define policies and procedures that will assure that the consortium members will act in a coordinated way and that necessary quality levels will be met.

Initially, the Adapt4EE Ethical Monitoring approach is described, analysing in detail the ethical issues that may arise and defining the Adapt4EE Ethical Policy. Supporting information regarding the legislation of the countries involved in the pilots is provided. Moreover, the responsibilities of the Adapt4EE Ethical Advisory Board along with the respective activities are presented.

The internal Adapt4EE Ethical Advisory Board has been established from month 3 and consists in a centralized service which provides constant advice about ethical and data protection issues that may arise during the project’s lifecycle. It has the responsibility for implementing and managing the ethical and legal issues of all procedures in the project, ensuring that each of the partners provides the necessary participation in Adapt4EE and its code of conduct towards the pilot participants.

Subsequently, Risk Assessment along with Contingency Planning is provided. The methodology selected (Expanded Failure Modes and Effects Analysis), after examining the existing risk analysis methods and considering Adapt4EE needs, is thoroughly described introducing variables such as Severity (S), Occurrence (O), Detectability (D) and Recoverability (R) for each risk. Detailed tables are presented containing all identified risks, classified into categories highlighting the most critical of them, i.e. the ones which could have a clear impact on the project and its completion. Mitigation plans are defined for all risks and a total risk estimate is calculated for the whole project both before and after taking them into account. The final results of risk analysis indicate that Adapt4EE is not a risky project.

Finally, some conclusions are provided, summarizing the results of this deliverable, while in the Annex one can find the Adapt4EE Ethics Manual, the Ethical Approval Form and the Adapt4EE Pilots’ certifications.

Summary and Conclusion

The current document has presented the ethical scope of Adapt4EE, as well as the procedure followed in order to identify the potential risks that may occur during the development of the project. Furthermore, contingency plans have been proposed in order to avoid possible negative risk impacts.

At the beginning, the ethical scope of the project has been analysed, considering that Adapt4EE is a research project with an anthropocentric approach including monitoring of enterprise buildings and data collection. The ethical scope has received significant consideration from the very beginning, and as the projects unfolds and evolves it would be one of the aspects that would guide all the procedures. The ethics of the Adapt4EE framework have been carefully treated throughout the lifecycle of the project so that ethical risks would be appropriately addressed.

With respect to the European laws for Human Rights and the National laws for Ethics, the Adapt4EE framework introduces innovative ideas proposing new technologies. To that direction, an Ethical Advisory Board has been established in order to procure necessary information to any concerned party, but also to observe the compliance of the Adapt4EE project with the documented ethical and social policy and monitor the preparation and realization of the pilots. Issues such as privacy control, data management, transparency and abnormal occupant behaviour are seriously taken into consideration.

An ethics manual (provided in ANNEX I) has also been delivered, summarizing all the guidelines that are adopted. This manual was created on February 2012, while the final version has been provided on August 2013.

In addition to the Ethical Scope, a risk analysis has been presented, following a formal methodology (EFMEA) in order to organize and analyse scientific knowledge and information for identifying potential risks during project development. In the first stage of the analysis a full list of possible risks is provided classifying them into 5 categories: general, technological, organizational, behavioural and ethical. For each risk a level is determined (extremely severe, severe, moderate, slight or insignificant) based on the calculated RPN value and then an estimation of the total risk (TRE) is provided. In the second stage mitigation strategies are proposed for each risk and the most critical ones are identified. After revising the RPN values for the critical risks a new TRE is calculated giving a normalized improvement estimation of 15.87%. This reveals that the Total Risk Estimate can significantly decrease if Contingency Planning is taken into account.

To conclude with, based on the results of the EFMEA methodology the Adapt4EE project is not risky.

Last Update: 01/12/2014 18:21