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aasanchez committed Oct 14, 2024
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5 changes: 5 additions & 0 deletions site/docs/protocols/ochp/ochp/introduction/_category_.json
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{
"label": "Introduction",
"collapsible": true,
"collapsed": true
}
35 changes: 35 additions & 0 deletions site/docs/protocols/ochp/ochp/introduction/clearing-house.md
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---
sidebar_position: 2
---
# Clearing House

The basic idea of a Clearing House is to enable the connected partners
to roam with each other. The goal of roaming is that EV users can
easily charge their electric vehicle on every charging station of
different EVSE operators. With roaming support, provided by the Clearing
House, the complexity of relationships can be reduced: from many-to-many
bilateral partner connection towards a one-to-many connection between
the Clearing House and the partners. The figure illustrates the overall
system overview of all partners with their systems and the clearing
house system with the EV user as service consumer.

![Figure Global System Overview](../../media/global-system-overview.png "Global System Overview")

A different view to the implementation of the described role model gives
figure below. The clearing house provides here a central
connection between the operator layer — where the charging stations are
located — and the provider layer — where the users are. Direct
connections of two roaming partners on the same layer are not necessary.
Each partner operates a single connection to the clearing house from
through which they get connected to multiple partners on the other
layers.
Some of the partners might take two or more roles on different layers.
For each of their roles a connection to the clearing house is necessary
to connect to other roaming partners. The internal data connection
between the distinct roles of one single partner might or might not be
routed through the clearing house.
For the sake of simplification only two layers are shown in this figure.
The same principles apply to the navigation service layer. Also other
additional clearing houses could exist in this model.

![Figure Layer model of clearing house connections](../../media/ClearingHouseLayerModel.png "Layer model of clearing house connections")
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---
sidebar_position: 3
---
# Functional principles of an EV Clearing House

As an intermediate between two independent roaming partners, a clearing
house serves to simplify and unify the data connection. There are few
main principles, the business logic of a clearing house for electric
mobility should follow. Those basic rules are:

* *Transparency* The existence of a clearing house should be
completely transparent for the EV user. The roaming connection
between an operator and a provider may or may not be routed through
a clearing house.
* *Independence* Roaming connections between two roaming partners and
their business models or tariffs should not be influenced by the
logic of the clearing house.
* *Anonymity* The clearing house should require as little private
user data as possible.

OCHP supports those basic principles and aims to be capable to any
business model following them.
39 changes: 39 additions & 0 deletions site/docs/protocols/ochp/ochp/introduction/ochpdirect-extension.md
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---
sidebar_position: 4
---
# OCHPdirect Extension

Starting with Protocol Version 1.3, OCHP offers the possibility to
open a _direct_ communication between two roaming partners. The
following figure illustrates the additional data path.

![Figure OCHP direct Basic Overview](../../media/OCHPdirectBasicOverview.png "OCHP direct Basic Overview")

The direct communication between operators and providers allows the
implementation of fundamental new use cases between two roaming
partners. Those use cases are:

* **Remote Start:** A user starts a charging process at an operator‘s
charge pole by using a provider‘s app. They are starting the process
from a – of the operator's point of view – remote service.
* **Remote Stop:** A user stops a charging process at an operator‘s
charge pole by using a provider‘s app (that was remotely started).
* **Live Info:** A user requests information about a charging process
at an operator’s charge pole by using a provider’s app (from which
the process was started).
* **Charge Event:** A user gets informed by a provider’s app about
status changes of a charging process at an operator’s charge pole,
even if it wasn't started remotely.
* **Remote Control:** A user controls a charging process at an
operator‘s charge pole that was not remotely started by using a
provider‘s app.
* **Remote Action:** A user triggers advanced and not charging process
related actions at a charge point or charging station of an operator.

## Definition of OCHP direct

Being an extension to the pure OCHP, the messages and data types used
for OCHPdirect are defined in a [seperate document](/docs/protocols/ochp/ochp_direct/intro).
Within the current document, only the extension to OCHP is described.
The complete description of the functionality and implementation of
_OCHPdirect_ can be found in its seperate documentation.
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# Primary Stakeholders Electric Vehicles

The purpose of the Open Clearing House Protocol is to connect market
actors in the field of electric mobility charging infrastructure. The
different relevant market roles are as shown in the market overview
figure:

* The *EV user* of the overall system - a human charging an electric
car via the connected infrastructure, having a direct or indirect
service contract with an EVSP.
* The *EVSP* (Electric Vehicle Service Provider) - granting access to
charging stations and thus offering services to the contracted EV
user. The service offer is supported by the market roles EVSE
Operator and NSP.
* The *EVSE Operator* (Electric Vehicle Supply Equipment Operator) -
operating charging stations.
* The *NSP* (Navigation Service Provider) - offering relevant
navigation services to the EV user.
* The *PSO* (Parking Spot Operator) - owning and/or operating the parking
spots that allow access to the charging infrastructure owned/operated
by the EVSE Operator.
* The *Clearing House Operator* - running a software platform called
Clearing House to enable data exchange between the market roles (2)
to (4).

In the context of a clearing house system the market roles (2) to (4)
are referred as *partners*, the role (5) is called
*administrator*. The role (1) is not explicitly known to the system.
The role of a clearing house in terms of this document is to facilitate
the exchange of roaming authorisations, charge point information and
charge detail records between the market participants. Other clearing
houses and local networks might serve the same purpose on a different
scale/region or with different partners. The connection to other
clearing houses is out of scope in the current state. The market roles
are defined in the following section. One company however might fulfil
one or more market roles. The contracts between each actor and the data
routing are part of the clearing house's business logic and out of scope
for this protocol description.

![Figure EV charging infrastructure market overview](../../media/EV-charging-market-overview.png)

## Electric Vehicle User (EV User)

The EV user has a direct or indirect service contract with an EVSP who
grants access to a specified charging infrastructure of one or more EVSE
Operators. The EV users identify their selves via an access token issued
by the EVSP.

## Electric Vehicle Service Provider (EVSP)

The EVSP operates as a contract party for the EV user. The EV Service
Provider takes care of the EV user authentication and billing processes.
The EV Service Provider provides the EV-customer authorization tokens
(i.e. RFID-card, Certificates, ... ) that give authorisation to use
the charging stations of contracted EVSE Operators.

## Electric Vehicle Supply Equipment Operator (EVSE Operator)

The EVSE operator operates as contract party for the EVSP. The charging
stations (EVSE) of the EVSE operator are accessible by a specified set
of EV users of the contracted EVSPs. The EVSP pays the EVSE operator for
the charging services received by its contracted EV users.

## Navigation Service Provider (NSP)

The NSP offers service towards the EV user for searching, locating and
routing to EVSEs of the contracted EVSE operators. It therefore may have
contracts with EVSE operators or EVSPs.

## Parking Spot Operator (PSO)

The PSO offers multiple services to the Operator as well as the EV Driver and
NSP. They offer access to a parking spot associated with an EVSE to the
EV driver and sometimes the location for the EVSE to the EVSE-Op. Furthermore,
they may operate services that allow detailed tracking of the occupation
of single parking spots, thus enhancing Operator-data sent to an NSP.

## Charging Session

A charging session in the scope of this document is defined from the
successful authorization of the user at the charge point. It is
considered active until the successful authorized stop command was
executed (first figure below) or the car was disconnected from the
charge point manually (second figure below). This is considered a
forced unauthorized ending.

![Figure Example for an authorized end of a charging session](../../media/ChargingSessionDefinition-1.png)

![Figure Example for a forced end of a charging session](../../media/ChargingSessionDefinition-2.png)

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