Energy Assessment and Monitoring Methods System Configuration and
Wiring Energy Data Collector Configuration FactoryTalk EnergyMetrix
Configuration and Maintenance Local HMI Integration
Important User Information
IMPORTANT
Read this document and the documents listed in the additional resources section about installation, configuration, and
operation of this equipment before you install, configure, operate, or maintain this product. Users are required to
familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws,
and standards.
Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required
to be carried out by suitably trained personnel in accordance with applicable code of practice.
If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be
impaired.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the
use or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and
requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or
liability for actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or
software described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation,
Inc., is prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
Identifies information that is critical for successful application and understanding of the product.
Labels may also be on or inside the equipment to provide specific precautions.
SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous
voltage may be present.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may
reach dangerous temperatures.
ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to
potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL
Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).
Allen-Bradley, CompactLogix, ControlLogix, FactoryTalk, FactoryTalk EnergyMetrix, PanelView Plus, Kinetix, PowerFlex, PowerMonitor, Studio 5000 Logix Designer, RSEnergyMetrix, RSLogix 5000, Rockwell Software,
Rockwell Automation, and TechConnect are trademarks of Rockwell Automation, Inc.
Trademarks not belonging to Rockwel l Automation are property of th eir respective compani es.
Chapter 1
Energy Assessment and Monitoring Methods
Chapter 11
FactoryTalk View ME Energy Faceplates
FactoryTalk® EnergyMetrix™ Configuration and
Maintenance
Chapter 5 - Groups and Security Setup
Chapter 6 - Device Setup
Chapter 7 - Meter and Tag Setup
Chapter 8 - Alarm Setup
Chapter 9 - Reports and Charts
Chapter 10 - Maintenance
Chapter 4
FactoryTalk EnergyMetrix Software Installation
Chapter 3
Energy Data Collector Configuration
Chapter 2
System Configuration and Wiring
Chapter 12
Demand Control
Chapter 13
Time of Day Control
Where to Start
Follow this path to complete your energy management application.
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 20143
Where to Start
Notes:
4Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201411
Table of Contents
Notes:
12Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Preface
IMPORTANT
About This Publication
This quick start is designed to provide a framework for developing an energy management monitoring, analysis, and
control application for your facility. Each section guides you through the tasks you need to plan, configure, program, and
use your Rockwell Automation
named Efficient Industries Plant 1, is referenced throughout this quick start to guide you through these tasks.
To help in the design and installation of your system, application files and other information is provided on the Energy
Management Accelerator Toolkit CD, publication IASIMP-SP014. The CD provides an energy data worksheet, layout
and wiring drawings, data collection and control logic, and more. With these tools and the built-in best-practices design,
you can focus on the design of your system and not on design overhead tasks.
Before using this quick start and the CD, read the Terms and Conditions on the
CD.
The beginning of each chapter contains the following information. Read these sections carefully before you begin work in
each chapter.
• Before You Begin - This section lists the steps that must be completed and decisions that must be made before
starting that chapter. The chapters in this quick start do not have to be completed in the order in which they appear,
but this section defines the minimum amount of preparation that is required before completing the current chapter.
• What You Need - This section lists the tools that are required to complete the steps in the current chapter. This
includes, but is not limited to, hardware and software.
• Follow These Steps - This illustrates the steps in the current chapter and identifies which steps are required to
complete the examples.
energy data collection and control devices and analysis software. An example application,
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201413
Preface
Conventions
The manual uses the following conventions.
ConventionMeaningExample
Click
Double-click
Right-click
Drag and drop
ChooseChoose an option from a list of options.From the Tools menu, choose Internet Options.
SelectClick to highlight an item.Select the Devices folder.
Check or uncheckClick to activate or deactivate a checkbox.Check Enable device.
>Shows nested menu selections as menu name followed by menu selection.Choose File > New > Document.
ExpandClick the + to the left of a given item /folder to show its contents.Expand the Main Task.
Click the left mouse button once to initiate an action. (Assumes cursor is positioned
on object or selection.)
To initiate an action, click the left mouse button twice in quick succession while the
cursor is positioned on object or selection.
To initiate an action, click the right mouse button once while the cursor is positioned
on object or selection.
Click and hold the left mouse button on an object, move the cursor to where you
want to move the object, and release the mouse button.
Click Browse.
Double-click the application icon.
Right-click the Ethernet port.
Drag and drop a task into the blank plan.
Software Requirements
You need the following software to use this toolkit.
Rockwell Automation SoftwareVersionRequired For
Studio 5000 Logix Designer application21.00 or laterPower and energy management
RSLogix 5000
• ControlFlash
• BOOTP/DHCP utility
•RSLinx
FactoryTalk View Studio for Machine Edition
• FactoryTalk Services
• RSLinx Enterprise
• RSLinx Classic
Fac toryTa lk
cat. no. 9307-FTEMMENE
Energy Management Accelerator Toolkit CDIASIMP-SP014CAD files, wiring diagrams, application
Classic
EnergyMetrix™ CD,
17.00 or later
5.0 or laterPanelView Plus terminals
2.0 or laterFactoryTalk EnergyMetrix software
applications
files, and other support information
14Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Preface
Studio 5000 Environment
The Studio 5000 Engineering and Design Environment combines engineering and design elements into a common
environment. The first element in the Studio 5000 environment is the Logix Designer application. The Logix Designer
application is the rebranding of RSLogix 5000 software and continues to be the product to program Logix5000™
controllers for discrete, process, batch, motion, safety, and drive-based solutions.
The Studio 5000 environment is the foundation for the future of Rockwell Automation engineering design tools and
capabilities. It is the one place for design engineers to develop all the elements of their control system.
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201415
Preface
Additional Resources
These documents contain additional information concerning related products from Rockwell Automation.
ResourceDescription
PowerMonitor 1000 Unit Installation Instructions, publication 1408-IN001 Provides information on installing, wiring, connecting, applying power and configuring the
Rockwell Automation Configuration and Selection Tools, available at
http://www.rockwellautomation.com/en/e-tools/
Power Monito r 1000 unit.
Provides information on setting up communication with the PowerMonitor 1000 unit by using other
applications and controllers.
Provides information on selecting an enclosure, installing, and wiring the PowerMonitor 3000 master
module.
Provides information on installing and wiring the PowerMonitor 3000 display module.
Provides information on setting up communication with the PowerMonitor 3000 master module,
firmware version 3.0 or later, by using other applications and controllers.
Provides information on setting up communication with the PowerMonitor 3000 master module, prior to
firmware version 3.0, by using other applications and controllers.
Provides information on using the PowerMonitor 3000 module with EtherNet/IP communication.
Provides information on installing, wiring and setting up communication with the PowerMonitor
Wireless 250 unit.
Provides information on installing, wiring and setting up communication with the PowerMonitor 500
unit.
Provides information on installing, wiring and setting up communication with the PowerMonitor 5000
unit.
Provides information on how to use FactoryTalk EnergyMetrix, a modular, scalable, web-enabled, client/
server energy information and management application.
Provides an overview of the Rockwell Automation suite of energy management services and solutions,
includ ing hardware and software, for
monitoring, analyzing, controlling, and optimizing energy systems.
Provides information on selecting energy management ser vices and solutions, including hardware and
power management software.
Provides information on programming Logix 5000 controllers, including managing project files,
organizing tags, programming and testing routines, and handling faults
Provides general guidelines for installing a Rockwell Automation industrial system.
Provides information on integrated architecture tools and resources including accelerator toolkits.
These online tools install on your personal computer so that you can quickly access information on our
products.
• CrossWorks
• Industrial Computer Selector
• Operator Inter face Selection Tool
• Programmable Controller Family Selector
You can view or download publications at
http:/www.rockwellautomation.com/literature/
. To order paper copies of technical documentation, contact your local
Allen-Bradley distributor or Rockwell Automation sales representative.
16Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Chapter
Plant Walk-Through
Energy Assessment
Determine Business Goals
page 18
page 18
page 19
Business Case for Energy Monitoring
page 23
Monitoring Methods
page 24
Energy Assessment and Monitoring Methods
Introduction
This chapter introduces the fundamentals of creating an energy management plan that will help you to:
• determine your business goals.
• perform a plant walk-through.
• perform an energy assessment.
• understand the business case for energy monitoring.
• review the monitoring methods available when applying Rockwell Automation energy management hardware and
software products.
1
Review These Steps
Review these concepts to create an energy management plan for your facility.
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201417
Chapter 1 Energy Assessment and Monitoring Methods
Determine Business Goals
Business today has changed and it added a color - green. Not only do you need to meet your business and production goals,
but global dynamics are forcing you to pursue energy reductions. Many companies can help reduce energy consumption at
their manufacturing facilities when a plan is implemented.
Determining your business goals is the first step in understanding and developing the scope of your energy and power
management application. Your business goals may include:
• Energy cost reduction
• Operating equipment efficiency
• Usage based cost accounting
• Downtime reduction through power quality monitoring
• Sustainable production initiatives
• Driving energy cost accountability to the energy user
• Identifying and justifying energ y cost savings projects
Plant Walk-Through
After determining your business goals, conduct a walk-through of your plant or campus. This will help you to identify the
largest energy consumption uses and events.
To maximize the efficiency of the walk-through, gather pertinent facility documentation that is available.
• Facility one line diagrams for electricity, gas, water, steam, air, and other fuels
• Production equipment layout
• Electric power equipment list
• Other energy equipment documentation including boilers, air compressors, HVAC equipment, and process cooling
equipment
• Energy meters and monitoring equipment
Plant walk-through steps include:
1. Listing large energy consuming equipment and processes.
2. Listing typical time of use or duty cycle.
3. Listing operational or production dependencies.
4. Identifying applications using variable speed drives.
5. Reviewing operation of air compressors, boilers, and chillers
18Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Energy Assessment and Monitoring Methods Chapter 1
Energy Assessment
The assessment process is a detailed analysis of the data collected during the walk-through. Identifying opportunities for
energy savings and developing the return on investment for these projects is critical. Energy assessments should identify not
only opportunities, but savings, project costs, and payback calculations. Projects should also be categorized as awareness or
behavior changes, minor cost, and capital. This approach will help prioritize the steps in the energy savings plan.
Collect and Analyze Utility Bills and Rate Schedules
An important part of the energy assessment is to collect and analyze your current utility rate schedules and bills. This
typically includes electric, natural gas, water, and sewer. Other fuels consumed may include fuel oil, propane, or steam.
Understanding your bill is crucial in executing an appropriate energy management plan to maximize your energy savings
investment.
Energy rate schedules from your local utilities can include, but are not limited to, line item charges such as:
• Demand Charges - A variable monthly or yearly charge for the highest amount of energy consumed over a fixed
period, typically 15 minutes. This charge can contribute significantly to overall energy costs.
• Energy Charge - A variable monthly charge for the total energy that is consumed. This charge typically includes on-
peak and off-peak rates, contracted minimums, alternative charges, ratchet demand penalties, or other special terms.
Here is an example of an electric bill and electric rate schedule. You can see that time-of-use and on-peak demand needs can
significantly increase your overall energy costs.
Sample Electric Bill
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201419
Chapter 1 Energy Assessment and Monitoring Methods
Sample Rate Schedules
20Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Sample Energy Assessment
Here is an example of a compressed air plant system assessment.
Sample Energy Assessment Document
Energy Assessment and Monitoring Methods Chapter 1
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201421
Chapter 1 Energy Assessment and Monitoring Methods
How Rockwell Can Help
Rockwell Automation has a team of engineers that are experienced in conducting energy assessments for energy sources
including, but not limited to, electricity, gas, water, air, and steam.
To help you identify energy cost savings opportunities, Rockwell Automation can perform a general energy assessment that
will help you create a sustainable plan. If the scope of your needs is more extensive, a comprehensive assessment can be
performed to best fit your requirements.
Rockwell Automation Energy Assessment Options
Energy Assessment Option
Utility usage review••
Energy saving project identification••
Operations analysis of savings opportunities••
Utility usage review•
Detailed energy usage analysis•
Rates and tariffs analysis•
Detailed quotations for sustainability projects•
Prioritization of projects•
(1) Request a 1400-AUD services quote from your local Rockwell Automation distributor or the Rockwell Automation custom support and maintenance team.
(2) Request 1400-ATT services quote from your local Rockwell Automation distributor or the Rockwell Automation custom support and maintenance team.
General
2 to 3 Days
(1)
Comprehensive
2 to 3 Weeks
(2)
To view a sample assessment, refer to the Energy and Utilities Site Assessment document in the Support Information
section on the Energy Management Accelerator Toolkit CD.
22Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Energy Assessment and Monitoring Methods Chapter 1
Business Case for Energy Monitoring
Energy monitoring makes energy usage data visible so that it is included in the planning and execution of a business strateg y
along with other management information. Because utility bills can be a significant portion of business expense, it is
important to understand how energy is used. Implementing a monitoring plan will help your business set goals for energy
reduction that will translate into cost savings.
Typical energy users evolve through a number of energy awareness phases.
Ignorance is Expensive
In the first phase, energy is not considered a significant expense or important management information. Operations uses
energy and accounts payable pays for it. Management begins to notice the higher costs and sets goals for energy reduction.
If operation managers are not aware of the energy cost of their operations, energy savings will not be captured.
Metering the Envelope
In the second phase, energy monitoring is installed on the plant main feeds. Electricity, natural gas, water, and other feeds
are recorded. The investment is relatively low. The monitoring system generates shadow bills to verify the utility billing.
Major users of energy are identified. The relationship between operating schedules and plant demand becomes clearer. A
few energy saving opportunities are identified and cost savings generated. However, monitoring only the entire plant has
limitations addressed in the next phase.
Submetering the Processes
In this phase, submeters are installed on process lines and utility equipment such as air, compressors, and boilers. This phase
requires a higher level of investment but provides a more detailed view of energy usage. Reports run daily or weekly provide
a direct line of sight to the impact of operations decisions. Energy use can be correlated with key production indicators to
identify peak producers and opportunities for improvement. Operations can be benchmarked within a plant or across an
enterprise. More cost-saving opportunities are identified. Historical data is used to accurately forecast energy use, providing
the basis for negotiating more favorable rates from energy providers. The same data is used in justifying capital projects to
improve efficiency and further reduce energy usage, cost, and waste. Energy accountability grows.
Controlling Energy Use and Demand
The volume and accuracy of energy use information gathered in the preceding phases is useful in determining the next
steps. Perhaps an automated demand control system would be effective in increasing energy efficiency and sustainability.
Opportunities for heat recovery and onsite generation may be identified. Potential trouble spots might be avoided that
would minimize unnecessary downtime.
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201423
Chapter 1 Energy Assessment and Monitoring Methods
Monitoring Methods
Rockwell Automation power monitors and controllers collect data from your plant floor that can be used by
FactoryTalk EnergyMetrix software for monitoring and analysis.
FactoryTalk EnergyMetrix software provides monitoring and reporting tools to help you understand usage patterns,
optimize processes, and reduce utility costs in your organization. You can use these tools to monitor electrical loads,
consumption, power quality, analyze demand, and generate billing and cost allocation reports.
Load Profiling
Load profiling is a method where electrical loads are monitored or profiled. Load profiling helps to identify peak demands
so that you can reschedule loads accordingly to reduce energy costs.
24Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Consumption Reporting
Consumption reporting typically monitors periodic
utility usage, production, or other key performance
indicators, and assists with the early detection of
production/equipment problems such as leaks,
inefficiencies, and production problems.
Demand Analysis
Demand analysis monitors the electrical
demand of plant areas so that you can make
energy saving production scheduling or demand
control decisions.
Energy Assessment and Monitoring Methods Chapter 1
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201425
Chapter 1 Energy Assessment and Monitoring Methods
Shadow Billing
Shadow billing generates a replication of a
monthly bill from your energy provider
for comparative billing analysis and
potential energy cost recovery.
Cost Allocation
Cost allocation monitoring lets you
allocate energy costs based on actual usage
that is based on production area
submetering rather than other
measurements such as square footage
allocation. Effective cost allocation helps
drive energy accountabilities to the user.
26Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Power Quality
Power quality monitoring lets you capture power
quality events or conditions that could cause a
production shutdown like voltage sags, swells, and
brownouts.
Energy Assessment and Monitoring Methods Chapter 1
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201427
Chapter 1 Energy Assessment and Monitoring Methods
Notes:
28Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
Chapter
TIP
2
System Configuration and Wiring
Introduction
In this chapter, you will do the following:
• List energy data points based on your business goals and energy monitoring plan.
• Identify your existing energ y meters and distribution systems.
• Select data collection hardware and create a meter layout.
• Create panel layouts and wiring for your data collection hardware.
• Select required software.
To help you with system configuration, an industrial plant example, named Efficient Industries Plant 1, is referenced in this
and subsequent chapters.
Before You Begin
Complete an energy assessment and review monitoring methods in Chapter 1.
What You Need
• Personal computer with internet access for downloading software and files
• AutoCAD program to open the .dwg files or Adobe Acrobat Reader software to open.pdf files
Use AutoCAD Electrical to take advantage of advanced features.
• Energy Management Accelerator Toolkit CD, publication IASIMP-SP014, or visit the Integrated Architecture
Tools and Resources website at http://www.ab.com/go/iatools
• Power and Energ y Management section of the Industrial Controls catalog, available at http://www.ab.com/catalogs/
• Microsoft Excel software
to download toolkit files
Rockwell Automation Publication IASIMP-QS016C-EN-P - October 201429
Chapter 2 System Configuration and Wiring
page 31
page 33
List Energy Data Points
Identify Existing Energy Distribution
Layouts and Metering
page 36
page 48
Create Metering Layout and Name Data
Collection Hardware
Create Energy Panel Layout and Wiring
Drawings
page 52
Select Monitoring Software
Follow These Steps
Follow this path to layout your energy panel and wiring, and select monitoring software.
30Rockwell Automation Publication IASIMP-QS016C-EN-P - October 2014
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