1

SmartGridDataHubInstructionsforDataSubmission

ManualUpload

OverviewThisdocumentdescribeshowprojectsfundedundertheSmartGridInvestmentGrant(SGIG)andSmartGridDemonstrationProjects(SGDP)programscanmanuallysubmittheirmetricsandbenefitsdata.

LoginIDandPasswordAsauserofthesystemyouwillbegivenanaccountandsystemcredentialsonceyourMetricsandBenefitsReportingPlan(MBRP)isapproved.YourcredentialsarecomprisedofaloginIDandapassword.

• IDswillbeassignedandsentviae‐mailtotheprimeprojectcontactuponcompletionoftheMBRP.

• Theprimecontactcanrequestthatothersbeaddedtotheapprovedlist.• IDswillbegiventotheseadditionalpeopleviae‐mail.• UserscancreatetheirownpasswordsonceIDsareprovided.

Youraccountisassociatedwithoneormoreprojects.Youwillonlybeabletouploadandviewdataassociatedwithyourprojects.Ifyouaretheprimecontactforyourprojectanddonothaveyoursystemcredentials,youmayrequestanIDandpasswordbysendinganemailtoproject‐admin@smartgrid.gov.DataSubmissionProcessOverviewThegeneralprocessfordatasubmissionis:

1. ThedataarecollectedandrecordedinthedatasubmissionformdownloadedfromtheappropriatesubmissionrecordintheDataHubviatheActionbutton.(Note:TheActionbuttonisarecentlyimplementedenhancementtotheDataHubandreplacesthelinksusedpreviously.)

2. ThedataareuploadedtotheDataHubusingtheActionbuttonfortheappropriatesubmissionrecord.Asthedataareuploadedtheyarecheckedforbasicformerrorssuchasmissingrequireddata,lettersinnumberonlyfields,etc.Submissionsthatdonotpassthecheckarenotaccepted.

3. OncethedataarereceivedbytheDataHub,theyareina“Submitted”state.Areviewerwillscreenthedatatoensurethatitisreasonable.Forexampleifyourprojectonlyhas10,000householdsbutyourdatashowthatyouinstalled100,000meters,thereviewerwouldflagitasapotentialerrorandaskforclarification.

2

4. Thereviewereitheracceptsthedataorreturnsthesubmissiontotheuserforclarificationorcorrection.Ifthedataisreturnedtotheuserina“reviewed”state,theusermustmakethecorrectionanduploadthedataagain(Step2).

5. OncethereviewerhasacceptedthedataitbecomesavailableintheDataHubreportingstructure.Inmostcasestheprocessstopshereandnofurtheractionisrequiredbytheuserforthegivensubmission.

6. Ifsomeoneonyourprojectteamfindserrorsinthereporteddata,contactthereviewerandrequestthatthesubmissiontobeplacedinthe“Reviewed”status(seeStep4).Movingasubmissiontothe“Reviewed”statusenablesyoutore‐submitthecorrecteddataforagivensubmission.

PossibleSubmissionStatesAsubmissionisinoneoffivepossiblestatesdependingonwhereitisintheprocess:

• PendingSubmission–Therehasbeennodatasubmitted.• Submitted‐‐Datahavebeensubmitted,havepassedanautomaticcheckforerrorsand

omissions,andisreadytobereviewed.• Reviewed‐‐Thereviewerhascheckedthedataforinternalconsistencyandhasreturnedthe

datatotheuserforclarificationorcorrection.• PartiallyAccepted–Thereviewerhascheckedthedataforinternalconsistency,anddecidedto

acceptsomeofthedatametricsforanalysis.Othermetricsinthesubmissionarenotreadyforacceptanceyet.Thisstateonlyappliestoimpact_semiannuallysubmissions.

• Accepted‐‐Thereviewerhascheckedthedataforinternalconsistencyandreviewerquestionshavebeensatisfactorilyaddressedbytheprojectteam.Thedataisreleasedforanalysis.

Note:Ausermayonlysubmitdataifthesubmissionisinthe“PendingSubmission”or“Reviewed”state.Thedatamaynotbemodifiediftheyareclassifiedas“Submitted”or“Accepted.”

InitialSetupWhenyoufirstreceiveyoursystemcredentials,youmustlogintothesystemandchangeyourpassword.

1. Openyourbrowser.2. Gotohttps://projects.smartgrid.gov/.Theloginpagewillbedisplayed.

Figure1:Loginscreen.

3

3. Enteryourcredentialsandclickthe“Submit”button.Thescreenwillthenrefreshanddisplaytheuserconsole.

Figure2:UserConsoledisplay.

4. Clickthe“Settings”linkintheupperrightcornerunderneaththeSmartgrid.govlogo.5. Enteryourinformationandupdatethe“CurrentPassword”,“NewPassword”and“Confirm

Password”fieldsandclick“Submit”.

Figure3:“UserSettings”dialogboxwithsampleinformation.

6. Ifthechangewassuccessful,youwillseea“SettingsSaved”message.7. Iftherewasanerror,amessagewillbedisplayed.Correcttheerrorandclick“Submit”again.

Whenyouhavecompletedthepasswordchange,yourinitialsetupiscompleted.

4

SubmittingMetricsandBenefitsDataThefollowingsectionsdescribethevariousroutesthroughthesubmissionprocess.

GatheringPreliminaryInformationBeforeyoubegin,makesureyouknowthefollowingdetails:

• The“ProjectID”foreachprojectonwhichyouarereporting:ProjectIDswillbeprovidedwithyourloginIDandpassword.IfyoudonotknowyourprojectID,pleasecontacttheprogramadministratoratproject‐admin@smartgrid.gov.

• The“DataType”forthedatayouaresubmitting.DatatypesarelistintheprojectMBRP.Buildandimpactaretwoexamplesofdatatype.

• The“PeriodEnd”dateforthesubmission.PeriodenddatesarespecifiedintheMBRP.OneexampleistheJanuary‐March2012quarter.

LogIn1.Openyourbrowser.2.Gotohttps://projects.smartgrid.gov/.Theloginpagewillbedisplayed.3.Enteryourcredentialsandclick"Submit"Theuserconsolewillbedisplayed.4.Locatethesubmissionthatyouwanttofile.

LocatetheSubmissionTheuserconsolewilldisplayalistofthesubmissionsfortheproject(s)youareassociatedwithsimilartothelistshowninFigure4.

Figure4:Submissiontableintheuserconsole.Locatethesubmissionyouwanttofile.VerifythatithasthecorrectTitle,DocumentType,andPeriodEnddate.Verifythatitisin"PendingSubmission"or"Reviewed"status.Ifthesubmissionisnotin"PendingSubmission"or"Reviewed"status,youwillnotbeabletouploadyourdata.

5

Columnsinthesubmissiontablecanbefilteredandsortedtohelptheuserfindthesubmissionofinterest.InFigure4,therecordsinthesubmissiontablehavebeensortedindescendingorderby“SubmittedOn”date(columnheadinghighlightedinblue),andfilteredtoshowonlybuildsubmissions(“DocumentType”fieldhasbeenpopulatedwiththeword“build”.)Itisimportanttonoteherethatfilterargumentsarecasesensitive.Onceyouhavelocatedthesubmissionrecordofinterestfromthelistpresentedinthesubmissiontable,youcanchoosetoeithersubmityourdatainaPDFformoranXMLdocument.

PDFSubmissionThePDFoptionpresentsyouwithadownloadableformtofilloutandsubmit.YouwilldownloadaPDFfile,fillitout,andsubmitittothesystem.ThePDFoptionrequirestheAdobeAcrobatReader(orasimilartool)beinstalledonyourcomputer.TheAdobeAcrobatReadermaybedownloadedathttp://get.adobe.com/reader/.OnceyouhavelocatedthesubmissionthatyouwanttofileandverifiedtheStatusandPeriodEnddate:

1. ClickontheActionsbuttonforthesubmissionyouareworkingon,andselectthe“DownloadData”actionfromthedropdownmenuthatappearsundertheActionsbutton.

Figure5:SelectingDownloadDataactionviatheActionbutton.

2. OpenthePDFwiththeAdobeAcrobatReader.3. FilloutalltherequiredfieldsinthePDFdocument4. SaveandclosethePDFdocument.

Youmaysaveandclosethedocumentasoftenasyouwish.Youmaypassthedocumentontoothermembersofyourteamtocompleteifyoudonothaveallthenecessarydata.Onceallthedatahasbeenenteredyoucanuploadthedataeitherbyusingtheembedded"Submit"buttoninthePDF,orbyusingtheUploadActionintheDataHub.

6

SubmittingthePDFUsingtheEmbeddedSubmitButtonTosubmitthedatafromanopenPDFdocument,usethe"Submit"buttonembeddedinthePDFdocument:

1. OpenthePDFusingAdobeAcrobatReader.2. Scrolldowntothelastpage.Youmaywanttoverifythatthedatainthedocumentarecorrect.3. Clickthe"Submit"buttonatthebottomofthelastpage.4. ThePDFdocumentwillcheckformissingdataandothererrors.Ifanyerrorsarereported,fix

theminthedocumentandrepeatstep5. Iftherearenoerrorsyouwillbeaskedforyourusernameandpassword.6. ThePDFwillbesubmittedtotheDataHub.TheDataHubwillthenverifythatthesubmission

needstobefiledandthatthesubmitteddataareofthecorrectform(e.g.;numbersarelistedinnumberfields,datesarelistedindatefields,etc.)

7. Ifthereareerrors,AdobeAcrobatReaderwilldisplayanewPDFdocumentdescribingwhattheerrorsare.SwitchbacktothesubmissionPDF,correctthedataerrorsandclickontheSubmit”buttonatthebottomoftheform(Step4).

8. Iftherearenoerrors,AdobeAcrobatReaderwilldisplayanewPDFdocumentthatreads"CreatedSubmission:"followedbyanumber.

9. Thestatusofthesubmissionwillautomaticallychangeto"Submitted"intheDataHub.Atthispointyouhavesuccessfullysubmittedthedataandmaylogoutorsubmitmoredataforyourproject(s).YoumaysaveandclosethesubmissionPDF.SubmittingthePDFUsingtheUploadActionintheDataHubTouploaddatafromasavedPDFfileonyoursystem:

1. LogintotheSmartGridDataHub.2. Locatethesubmissionrecordforwhichyouwanttofile.3. ClickontheActionsbuttonforthesubmissionrecordyouarereadytofile.Selectthe“Upload”

optionfromthedropdownmenuthatappearsundertheActionsbutton.

Figure6:UserconsoledisplaywithUploadactionindicated.

7

4. TheDataHubwillpresentadialogboxsimilartotheoneshowninFigure7.Clickonthe“Select

Submission”buttoninthedialogbox.YoursystembrowserwillopenawindowandallowyoutoselectthePDFfilefromyoursystem.Forimpactsubmissions,theuserwillalsobeaskedifthedatainthesubmissionneedstobemarkedcommerciallyvaluable.ThisnewaspectofthedialogboxisaDepartmentofEnergyrequirementthatwillbeusedtoclassifyimpactmetricdataintheeventofaFreedomofInformationAct(FOIA)requestfordatageneratedbytheSGIGandSGDPprojects.

Figure7:SelectingthePDFfiletoupload.

5. OnceaPDFfilehasbeenselectedforsubmission,thenameofthefilewillappearinthedialogboxnextto“SelectedSubmission:”andtheSubmitbuttonwillbecomeactivefortheuser.

6. ClicktheSubmitbuttoninthedialogbox.AprogressbarwillindicatetheprogressoftheuploadprocesstotheDataHub.Itisimporttonotethatlargefilesmaytakeseveralminutestoupload,dependingonyourinternetconnectionspeed.

7. Ifthereareerrors,youwillseeanerrordialogboxthatdescribestheerrors.Tocorrecttheerrors:

a. OpenthePDFdocumentwiththeAdobeAcrobatReader.

8

b. Correctthedatainerror.c. Savethedocument.d. Returntostep3tosubmittheupdatedPDFfile.

8. Iftherearenoerrorsyouwillseeadialogboxthatsays"SubmissionSuccessful".9. Thestatusofthesubmissionwillautomaticallychangeto"Submitted"intheDataHub.

Atthispointyouhavesuccessfullysubmittedthedataandmaylogoutoruploadmoredataforyourproject(s).

XMLSubmissionTheXMLsubmissionprocessisintendedforuserswhohaveastrongunderstandingofXMLdocumentcreationandvalidation.ThisdocumentdoesnotcoverthespecificsofcreatingandvalidatingXMLdocuments.StartbydownloadingtheXMLSchemaDocument(XSD).TheXSDisusedtovalidatetheXMLdocument.Inaddition,itisusedbysometoolstoassistinthecreationoftheXMLdocument.

1. ClickontheActionsbuttonforthesubmissionyouareworkingon,andselectthe“DownloadValidation”actionfromthedropdownmenuthatappearsundertheActionsbutton.ThiswilldownloadtheXSDfiletoyoursystem.

Figure8:Userconsoledisplaywith“DownloadValidation”actionindicated.AtthispointyouwilllikelylogoutoftheSmartGridDataHubwhileyoucreateyourXMLdocumentusingtheXSDfileandyourXMLeditingprogram.(Theprocesstocreateandvalidatesuchadocumentisbeyondthescopeofthisdocument.)OnceyourXMLfileiscreatedandsaved,contactproject‐admin@smartgrid.govtoproceedwiththeuploadofyourXMLfile.

CorrectingErrorsOccasionallyasubmissionwillbereturnedbyareviewerforfurtherclarificationorcorrection.Areviewermayreturnasubmissionforanynumberofreasonsrelatedtodataqualityand

9

reasonableness.Whenthereviewerreturnsthesubmission,heorshewillexplainwhythesubmissionwasreturned.Returnedsubmissionshaveastatusof"Reviewed."Tolocatesubmissionswithissues:

1. LogintotheSmartGridDataHub.2. IntheentryfieldatthetopoftheStatuscolumnintheSubmissionstable,keyintheword

“Reviewed”.ThesubmissionswillbefilteredtoshowonlythesubmissionsintheReviewedstatus.Itisimportanttonoteherethatfilterargumentsarecasesensitive.

Figure9:Userconsoledisplayfilteredtoshowsubmissionswitha“Reviewed”status.

3. The"Notes"columnandcorrespondencefromthereviewerwillspecifytheissueswiththesubmission.

4. ClickontheActionsbuttonforthesubmissionyouareworkingon,andselectthe“DownloadData”actionfromthedropdownmenuthatappearsundertheActionsbutton.OpenthePDFwithAdobeAcrobatReader.

5. Correctthefieldsthathaveissues.6. Re‐submitthePDFusingoneofthePDFsubmissionmethodsdetailedabove.