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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.
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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.
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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.
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SubmittingMetricsandBenefitsDataThefollowingsectionsdescribethevariousroutesthroughthesubmissionprocess.
GatheringPreliminaryInformationBeforeyoubegin,makesureyouknowthefollowingdetails:
• The“ProjectID”foreachprojectonwhichyouarereporting:ProjectIDswillbeprovidedwithyourloginIDandpassword.IfyoudonotknowyourprojectID,pleasecontacttheprogramadministratoratproject‐[email protected].
• 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.
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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.
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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.
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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.
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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‐[email protected].
CorrectingErrorsOccasionallyasubmissionwillbereturnedbyareviewerforfurtherclarificationorcorrection.Areviewermayreturnasubmissionforanynumberofreasonsrelatedtodataqualityand
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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.
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