1. Introduction
Energy consumption all over the world is increasing mainly because of population growth, urbanization, and new technological trends that need a large amount of electricity to work, such as smartphones, electric cars, and the mining of cryptocurrencies. However, what is the problem with the high usage of power? We can examine this question from different perspectives, such as the production approach. According to [
1], fossil fuels are the main source of energy worldwide, making up 62% of total consumption by 2021. The problems with this class of resources are that they are non-renewable, so the more they are used, the faster they disappear, and they also contribute significantly to global pollution and climate change.
Additionally, many power plants or equipment installed inside the distribution infrastructure are not ready to handle the new levels of energy consumption that are required by trend technologies. This results in inadequate power supply during peak hours for end-users or even complete power outages [
2]. The above issues are common in microgrids, which are decentralized power systems composed of small, diverse sources of energy that operate independently or in parallel with the main grid.
The increase in power consumption comes with a series of challenges that can be addressed through better energy efficiency, which can be encouraged by the implementation of Smart Grids (SGs). This distribution method enables a balance between supply and consumption through an effective management based on the use of modern technologies of measuring and communication [
2,
3,
4,
5].
Traditional electric grids suffer from significant limitations because they do not have the capability of anticipating or responding to sudden failures that may occur within the structure. The nature of these power grids is their monodirectional communication with end-users. Therefore, the supplier company does not receive timely feedback about problems presented that might help it resolve them [
6,
7]. However, the bidirectionality of smart grids, which allow both electricity production and demand to be coordinated, may result in a better energy efficiency and in a higher level of customer comfort. For example, in a conventional system when the required energy is greater than the available, the supply company chooses to carry out total load shedding in areas of lesser commercial interest, whereas in smart grids, information is delivered practically instantly from the end user, so strategic areas or even appliances can be located to reduce consumption [
2].
Following the information presented, how does a power grid become smart? To answer this question, we need to take into account the instrument that enables the main feature of SGs, that is, bidirectional communication. This characteristic is possible due to the Smart Meter (SM), which is considered the key component inside this distribution architecture. The smart meter is capable of measuring many electrical parameters, displaying locally or remotely the gathered information and sometimes controlling loads [
2,
3,
5,
6].
The efficient disconnection of loads due to insufficient energy generation is one of the most important problems in the field of smart grids; however, the consumer domain has been the least explored [
8]. In isolated microgrids, for example, this type of situation is common, since the electricity produced is heavily reliant on renewable resources that are available and/or stored. In this situation, if the available power is divided by the number of dwellings inside the grid, the power will be variable. Therefore, this type of context is where load control management at the appliance level plays an extremely significant role. In recent years, in order to overcome the problem of the total electrical blackout, an important area of research has been attracting growing interest since it focuses on the design of Home Energy Management Systems (HEMS) that benefits both utility companies and end-users [
9].
In HEMS, the main goal is to ensure the user’s comfort while minimizing energy consumption so as to achieve a balance between the supplier and demand. In energy management on the domestic demand side, during the maximum usage window, there are multiple limitations to optimally schedule loads. According to [
10], household devices can be categorized into two types: schedulable and non-schedulable. Moreover, schedulable appliances can be interruptible and non-interruptible [
2]. For example, a water heater can be considered a programmable non-interruptible appliance, and a garden water pump can be a programmable interruptible appliance.
The Internet of things (IoT) is an ideal architecture for the creation of energy management systems that address the interaction with human beings, mainly because the devices with an IoT scheme are those that are in contact with an environment and provide feedback to the people through the internet [
11]. Considering the above, and the importance of smart meters and the management of household appliances within HEMS in a smart grid system, this work presents the design and development of a smart meter within an IoT scheme aimed at monitoring and controlling loads on the domestic demand side according to their energy consumption, and thus consequently avoiding collapses or blackouts. The development of this device, which is called Smart Meter with Load Control (SMLC) in this document, took into account a few areas of opportunity found in related projects that are studied in the next section. As a result, our work differs from the others in the following ways:
Simple IoT architecture (no gateway needed);
Own design electronic implementation;
Non-invasive electronic instrumentation;
Integration of electrical parameters monitoring and load control;
Scalability in standardized electrical installations;
Presentation of calibration and validation of measurements.
The hardware application of the prototype presented in this document was carried out in different configurable priority environments, and the experiments took place in a laboratory space. However, the developed device can also be used to optimize the use of the energy generated by solar power plants, wind power plants, or some other green energy sources used in isolated systems such as in a microgrid.
The content of this paper has been organized as follows: After this introductory section, a review of the related works is presented in
Section 2. The description and the process of development of the proposed device can be found in
Section 3.
Section 4 presents details of the experimental setup, an implementation in a real environment, the performance analysis, and results. Finally, the paper is concluded in
Section 5.
2. Related Works
In the state of the art, different projects were found which address the management of loads at a domestic level from different approaches. For instance, Khan et al. in [
12] conducted a systematic review of various home energy management schemes. Several topics were discussed, such as the advantages of HEMS, the coordination of Distributed Energy Resources (DER) (local generation) and/or appliances mixed with different tariff schemes that lead to an efficient electrical energy usage, and also the challenges of hardware that each architecture faces. In addition, Qureshi et al. investigated in [
13] the existence of energy management systems for smart homes. According to the flaws that they found in the reviewed projects, they proposed an energy management scheme for smart homes based on the Internet of Things (IoT). Their design has a security mechanism to control end-to-end communication and the use of smart scheduling and time management for controllable and non-controllable household loads in order to monitor and reduce energy consumption.
Additionally, some researchers have studied the effects resulting from the demand control. For example, in [
14], the National Renewable Energy Laboratory (NREL) of the United States conducted a study to identify the most effective way to reduce plug load energy use, using three different approaches. One of them and the most effective method was an automated energy management system which turns off equipment when it is unused for a certain period of time. In addition, 126 persons were tested with this technique and obtained a 21% energy reduction from the baseline.
Klein et al. in [
15] simulated the operation of a multi-agent system. Their strategy is about taking real information from a building and combining it with parameters given by the occupants in order to manage and coordinate the different devices inside the building. A 12% reduction in energy consumption and a 5% improvement in occupant comfort are the impact they achieved. The proposal was never implemented in the real world. Similarly, a comprehensive automation system for buildings was discussed in [
16], where they demonstrated, through a simulation, how the use of electrical energy is reduced by controlling objects like heating ventilation, air-conditioning, lighting, and plugs.
On the other hand, some other studies are focused on the development or implementation of algorithms in the demand-side energy management framework. That is the case of Ahmed et. al in [
17]. For HEMS architecture, they created a new real-time load controller with a scheduling technique based on a Binary Tracking Search Algorithm (BBSA). The goal of this project is to achieve energy savings and limit household peak demand based on the scheduled operation of various appliances according to specific time, resident comfort restrictions, and priorities. Similarly, ref. [
18] implemented a reinforcement learning algorithm to a home energy management system with the purpose of optimizing the household electric appliances power demand. It is important to highlight that, in the presented work, a smart meter is the source of data for the applied algorithm. According to the simulations, the approach this research took can save between 6.23% and 11.54% of electricity costs.
Rocha et al. published in [
19] an artificial intelligence (AI) algorithm for energy management on the demand side in smart homes. With a new methodology, they combined three AI techniques to solve the planning of power demand in smart homes and reach a harmony between the cost of energy and user comfort. Using the techniques of Elitist Non-dominated Sorting Genetic Algorithm II, Support Vector Regression and K-means clustering, demand management was implemented taking into account the fluctuations in the price of electricity over time and the priority of appliances. Furthermore, they were able to consider forecasts of a distributed generation for the next day and determine user comfort levels.
Other authors have also covered the topic of HEMS from the perspective of developing and implementing devices for switching on/off household appliances, or measuring the amount of energy consumed by those appliances. For instance, Kang et al. introduced a light-powered remote control system that consumes absolute zero power in standby mode. The goal of this scheme is to reduce the energy usage of appliances when they are in standby mode. In their design, a 15 mW laser diode is mounted on a commercial remote controller. A 2 cm × 2.5 cm photovoltaic array, an autonomous connection circuit (ACC), and a latch type power relay are mounted on a receiver unit it does not have any power supply. This receiver is a bridge between the appliance and the AC power line, so it can completely de-energize equipment when they receive the shutdown signal from the remote control. The receiver does not have any power supply, but when it receives light, it energizes a capacitor and connects the appliance again [
20].
The NREL in [
21] presented research focused on plug load control and behavioral change in office buildings. The study consisted of a deployment of advanced power strips (APS) in GSA offices along with two plug load reduction strategies: schedule timer and load sensing. Under the test conditions, APS implementation resulted in an average electricity savings of 21% for laptops, 35% for printers, 7% for monitors, 12% for under-cabinet lights, and 48% for shared equipment (office and kitchen combined). The APS characteristics were four receptacles for plug-in devices, a fuse that trips at 1800 watts (W) and a manual reset button, which allows the user to override the controls that were programmed into the device. The APS used does not have direct internet communication so it has to transfer data through Zigbee to a gateway, which must be within 50 m (164 feet) of the APS.
Park et al. proposed in [
22] a Smart Energy Management Systems SEMS based on a smart power strip and motion sensors. The power strip uses ZigBee wireless communication and relays to control sockets, as well as current transformers and an integrated circuit to measure energy consumption in individual plugs. The SEMS can turn on/off loads in two ways, depending on the test room activity based on motion sensors (whether or not people are present) or according to a predetermined time of use. This SEMS does not use an IoT architecture but rather has a computer server that allows the user to set timers and view only the power and energy consumption.
In [
8], Spanò et al. proposed an architecture for a smart meter based on the Internet of Things with the intention to be part of the smart grid infrastructure. The scheme presented is focused on the end-user in order to enable smart home applications such as smart plugs. The device is capable of turning on/off electronic devices and also providing some electrical parameters such as active, reactive and apparent power, power factor, and rms current and voltage. The smart plug is based on the energy measurement unit ADE7953, and it uses a shunt resistor as a current sensor, which requires an invasive application to function. This outlet does not have direct internet communication, but it transmits directly to a gateway using ZigBee technology, which is responsible for sending all the information to the cloud.
In the same way, Tsai et al. [
23] worked on a residence energy control system based on a wireless smart socket and IoT. Their implementation has three major components including smart socket, home gateway, and energy controller. The smart socket was equipped with a digital power meter which supports between 50 V and 350 V, and current from 10 mA to 15 A. The smart socket itself does not have direct internet communication. It transmits the information via ZigBee to a gateway equipped with 64 MB SDRAM, ZigBee module, 100 Mbps Ethernet inter- face, and USB I/O interface. The energy controller was developed on a server with an Intel i5-2300 2.8 GHz processor, 16 GB RAM, 1 TB hard disk, and a Linux 3.8.13 operating system. With all that hardware, the system provides four control modes, including peak-time control, energy-limit control, automatic control, and user control. In addition, they showed how the proposed scheme could save up to 43.4% of energy for some appliances in one weekday, but there is no electrical parameters’ validation.
Pawar and Vittal K in [
2] worked on the design and development of an intelligent energy management system integrated into the IoT framework and addressed to a smart grid environment, which is based on a smart socket module. The electronic circuit they made is big compared to conventional plugs because it is built based on existing electronic modules, such as the Arduino Uno, a relay module for load control and an Xbee for wireless communication. It also has the LEM LV-25P voltage transducer which requires a transformer to be implemented and the LEM LA-55P current transducer. Their system only provides the electrical parameters of rms current and voltage, apparent power, power factor, and energy in watt-hours. As in [
8], the smart socket module does not have direct internet communication, so it sends all the collected data by Xbee to a gateway, which can upload the information to a cloud database.
Similarly, in [
24], an IoT smart socket for electricity control in a home environment was presented. The system uses two invasive current sensors, two relays to switch on/off up to two loads per device, an AC/DC converter to supply the whole circuit from the line power, and the Wemos D1 Mini development board with a WiFi module to control the complete system and enable internet communication. All the components and connections were enclosed inside a wall socket. However, the system did not include any voltage sensors, so in order to compute the power consumption, a voltage of 220 V rms was assumed. In the web application, the user can monitor current from the smart socket plugged, turning on/off the electricity switch manually and setting a timer for turning on/off the smart socket.
An Internet of Things smart energy meter for monitoring energy usage in a device-level was presented in [
25]. Their concept consists of an outlet capable of obtaining rms current and voltage and active power and energy, but it does not have the feature of controlling the load of what is connected to it. Karthick et al. in [
26] designed and built an IoT-based smart compact energy metering system to monitor and control energy usage and power quality with demand-side management for a commercial building. In their scheme, there are groups of primary and secondary loads to control and monitor their consumption, but there is not a measurement of energy in individual household devices. The system as a whole has a distributed architecture, which has a central measurement system based on the PZEM-004T (sensor with an invasive application) and different smart switches. Each component uses the ESP8266 to communicate with a Raspberry Pi, which is responsible for calculating some other electrical parameters and sending the information to the cloud.
To conclude with this section, ref. [
27] conducted an investigation that provided valuable information for the design and implementation of smart energy management systems. The authors focused on providing a better understanding of user perception and motivations when adopting energy management systems for plug loads in the workplace. With a comprehensive analysis of what they obtained in the research, they proposed seven design implications that could improve the following areas in SEMS: external and internal influence, user appeal, user control, reliability, ease of use, personalized and contextualized information, and data privacy. The same authors, but in [
28], worked with strategies to improve the implementation of plugs with load control. Tekler et al. state that real-world applications in this area remain relatively unexplored due to several issues related to deployment viability, energy-saving potentials, and system acceptance. For the above, they presented a novel IoT-based occupancy-driven plug load management system, called “Plug-Mate”, designed to reduce plug load energy consumption and user burden through intelligent plug load automation. The researchers spread 30 smart plugs inside a university office space that recorded users’ real-time plug load power consumption, which was transmitted to a gateway device via Z-wave communication protocol. They proposed and applied different levels of plug load automation, including manual, predefined schedules, and occupancy-driven, all of them implemented from an online user interface. With the above strategies, they achieved an average energy savings of 51.7% among different plug load types evaluated.
Discussion
As a result of the study of the existing works that address home energy management systems by developing and implementing devices with load control and energy monitoring, it was concluded that there are aspects that need to be improved. For example, those based on IoT architectures that require more than one device for internet connection make it more difficult for users to implement and adapt. In addition, some approaches do not use their own electronic circuits, limiting them to the characteristics provided by smart meter manufacturers or electronic module manufacturers. Additionally, customized circuits make it easier to develop devices that are scalable with standardized electrical systems.
Likewise, how current is measured is a topic to take into account. An important drawback of invasive sensors, such as shunts, is that they are unavoidably electrically connected to the current to be measured and the sense circuit, which means there is no isolation and that the whole circuit is less protected. The above is not the case of current transformers or some Hall effect sensors [
29].
Even though the main idea in HEMS is the efficient consumption of energy, there is no reason to only present this electrical parameter. Smart meters with load control that provide more electrical parameters (such as active, reactive, apparent power, power factor, line frequency, etc.) can be used in a wide range of scenarios, including detecting appliance failures, or detecting loads automatically with machine learning algorithms.
Furthermore, how the user interacts with energy management systems is very important for adaptation. Some applications only focus on automatic control and do not provide direct manual control for the user. Some others, however, use manual control only and do not incorporate automatic functions to make their systems more efficient. In addition, many studies do not present how their devices were calibrated and a validation of their measurements, which adds an uncertainty regarding how correct the information they provide is. Moreover, a demonstration of how the proposed system functions is very important, so it is critical to illustrate how the system behaves with real appliances in real situations.
A comparison is presented in
Table 1 among existing works related to the application of energy management systems by developing and implementing devices that control load and monitor energy consumption.
5. Conclusions
The development of the smart meter with load control for a home energy management system was presented in this paper. The whole practice involved the design and implementation of the electronic instrumentation, the creation of a simple IoT scheme model, a calibration process, the measurement validation, and the demonstration of the system in a space environment.
In contrast to those works that require a gateway to send measurements to the cloud [
2,
8,
21,
22,
23,
26,
28], the SMLC electronic proposal based on the ESP32 simplifies the IoT architecture of the entire system because it enables direct internet communication without an extra device. In addition, using integrated circuits specifically designed for calculating electric parameters facilitates future international certifications and assures accurate measurements. Furthermore, the use of a CT as well as the custom-made PCB allows scalability of the prototype in electrical installations, since the circuit board fits in standard 4″ × 4″ metal electrical wall boxes, and, thanks to the CT as a current sensor, a non-intrusive connection can be carried out.
Following the calibration steps for the ADE7758 provided in [
30], the SMLC was able to provide readings with a mean absolute percentage error below 0.5% in all its electrical parameters tested with a unit power factor, particularly 0.1340%, 0.1639% and 0.1639% in rms current and active and apparent power. Similarly, but in measurements under no-unit power factor conditions, the MAPE was less than 1%, for example, 0.7976%, 0.0633%, 0.4623%, 0.090%, and 0.2433% in power factor, rms current, and active, apparent, and reactive power, respectively. Active energy consumption exhibited an error of 0.4242% and reactive energy 0.1095%. Readings of rms voltage also showed errors below 0.5%, specifically a MAPE of 0.3774%.
Furthermore, the fact that the SMLC not only provides the active power, but a variety of electrical parameters, including rms current and voltage, reactive and apparent power, and power factor, is an advantage over [
20,
21,
22,
24,
25,
28], as it can be used in future applications. For example, according to Angelis et al. [
33], meters that offer the above kind of readings are necessary to implement automatic appliance recognition in HEMS.
Real-time monitoring of electrical energy consumption could not be enough for its efficient use and saving, but it is also essential to facilitate its control. Thanks to the electronic implementation of the SMLC, both functions were possible, and the SMLC includes two electromechanical relays, which demonstrated to be effective switching elements as can be seen in
Section 4.2, where they turned on/off different household appliances. In addition, how users interact with energy management systems is crucial to their adaptation. The loads in the SMLC can be switched off/on manually and automatically, unlike [
20] that only offer manual control, and [
2,
21,
22] only automatic control.
Future research will focus on how the device proposed in this work could be a useful tool for the areas of smart grids and microgrids, primarily because it allows the opportunity to know exactly how energy is being used in individual appliances, as well as enabling remote control of them—aspects that can help to limit the energy consumption.