IDEAS home Printed from https://ideas.repec.org/a/gam/jeners/v15y2022i8p2866-d793662.html
   My bibliography  Save this article

Recent Techniques Used in Home Energy Management Systems: A Review

Author

Listed:
  • Isaías Gomes

    (Faculty of Science & Technology, University of Algarve, 8005-294 Faro, Portugal
    IDMEC, Instituto Superior Técnico, Universidade de Lisboa, 1950-044 Lisboa, Portugal
    ICT, University of Évora, 7002-554 Evora, Portugal)

  • Karol Bot

    (Faculty of Science & Technology, University of Algarve, 8005-294 Faro, Portugal)

  • Maria Graça Ruano

    (Faculty of Science & Technology, University of Algarve, 8005-294 Faro, Portugal
    CISUC, University of Coimbra, 3030-290 Coimbra, Portugal)

  • António Ruano

    (Faculty of Science & Technology, University of Algarve, 8005-294 Faro, Portugal
    IDMEC, Instituto Superior Técnico, Universidade de Lisboa, 1950-044 Lisboa, Portugal)

Abstract

Power systems are going through a transition period. Consumers want more active participation in electric system management, namely assuming the role of producers–consumers, prosumers in short. The prosumers’ energy production is heavily based on renewable energy sources, which, besides recognized environmental benefits, entails energy management challenges. For instance, energy consumption of appliances in a home can lead to misleading patterns. Another challenge is related to energy costs since inefficient systems or unbalanced energy control may represent economic loss to the prosumer. The so-called home energy management systems (HEMS) emerge as a solution. When well-designed HEMS allow prosumers to reach higher levels of energy management, this ensures optimal management of assets and appliances. This paper aims to present a comprehensive systematic review of the literature on optimization techniques recently used in the development of HEMS, also taking into account the key factors that can influence the development of HEMS at a technical and computational level. The systematic review covers the period 2018–2021. As a result of the review, the major developments in the field of HEMS in recent years are presented in an integrated manner. In addition, the techniques are divided into four broad categories: traditional techniques, model predictive control, heuristics and metaheuristics, and other techniques.

Suggested Citation

  • Isaías Gomes & Karol Bot & Maria Graça Ruano & António Ruano, 2022. "Recent Techniques Used in Home Energy Management Systems: A Review," Energies, MDPI, vol. 15(8), pages 1-41, April.
    • Handle: RePEc:gam:jeners:v:15:y:2022:i:8:p:2866-:d:793662
    as

    Download full text from publisher

    File URL: https://www.mdpi.com/1996-1073/15/8/2866/pdf
    Download Restriction: no
    File URL: https://www.mdpi.com/1996-1073/15/8/2866/
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Keon Baek & Woong Ko & Jinho Kim, 2019. "Optimal Scheduling of Distributed Energy Resources in Residential Building under the Demand Response Commitment Contract," Energies, MDPI, vol. 12(14), pages 1-19, July.
    2. Bui, Van-Hai & Hussain, Akhtar & Im, Yong-Hoon & Kim, Hak-Man, 2019. "An internal trading strategy for optimal energy management of combined cooling, heat and power in building microgrids," Applied Energy, Elsevier, vol. 239(C), pages 536-548.
    3. Fontenot, Hannah & Dong, Bing, 2019. "Modeling and control of building-integrated microgrids for optimal energy management – A review," Applied Energy, Elsevier, vol. 254(C).
    4. Makhadmeh, Sharif Naser & Khader, Ahamad Tajudin & Al-Betar, Mohammed Azmi & Naim, Syibrah & Abasi, Ammar Kamal & Alyasseri, Zaid Abdi Alkareem, 2019. "Optimization methods for power scheduling problems in smart home: Survey," Renewable and Sustainable Energy Reviews, Elsevier, vol. 115(C).
    5. Karol Bot & Samira Santos & Inoussa Laouali & Antonio Ruano & Maria da Graça Ruano, 2021. "Design of Ensemble Forecasting Models for Home Energy Management Systems," Energies, MDPI, vol. 14(22), pages 1-37, November.
    6. Lu, Qing & Lü, Shuaikang & Leng, Yajun & Zhang, Zhixin, 2020. "Optimal household energy management based on smart residential energy hub considering uncertain behaviors," Energy, Elsevier, vol. 195(C).
    7. Zafar Iqbal & Nadeem Javaid & Saleem Iqbal & Sheraz Aslam & Zahoor Ali Khan & Wadood Abdul & Ahmad Almogren & Atif Alamri, 2018. "A Domestic Microgrid with Optimized Home Energy Management System," Energies, MDPI, vol. 11(4), pages 1-39, April.
    8. Javadi, Mohammad Sadegh & Gough, Matthew & Lotfi, Mohamed & Esmaeel Nezhad, Ali & Santos, Sérgio F. & Catalão, João P.S., 2020. "Optimal self-scheduling of home energy management system in the presence of photovoltaic power generation and batteries," Energy, Elsevier, vol. 210(C).
    9. Thomas, Dimitrios & Deblecker, Olivier & Ioakimidis, Christos S., 2018. "Optimal operation of an energy management system for a grid-connected smart building considering photovoltaics’ uncertainty and stochastic electric vehicles’ driving schedule," Applied Energy, Elsevier, vol. 210(C), pages 1188-1206.
    10. Lu, Renzhi & Hong, Seung Ho, 2019. "Incentive-based demand response for smart grid with reinforcement learning and deep neural network," Applied Energy, Elsevier, vol. 236(C), pages 937-949.
    11. Younès Dagdougui & Ahmed Ouammi & Rachid Benchrifa, 2020. "Energy Management-Based Predictive Controller for a Smart Building Powered by Renewable Energy," Sustainability, MDPI, vol. 12(10), pages 1-18, May.
    12. Dimitrios Kontogiannis & Dimitrios Bargiotas & Aspassia Daskalopulu, 2021. "Fuzzy Control System for Smart Energy Management in Residential Buildings Based on Environmental Data," Energies, MDPI, vol. 14(3), pages 1-18, February.
    13. Xin Chen & Melvyn Sim & Peng Sun, 2007. "A Robust Optimization Perspective on Stochastic Programming," Operations Research, INFORMS, vol. 55(6), pages 1058-1071, December.
    14. Victor J. Gutierrez-Martinez & Carlos A. Moreno-Bautista & Jose M. Lozano-Garcia & Alejandro Pizano-Martinez & Enrique A. Zamora-Cardenas & Miguel A. Gomez-Martinez, 2019. "A Heuristic Home Electric Energy Management System Considering Renewable Energy Availability," Energies, MDPI, vol. 12(4), pages 1-20, February.
    15. Terlouw, Tom & AlSkaif, Tarek & Bauer, Christian & van Sark, Wilfried, 2019. "Optimal energy management in all-electric residential energy systems with heat and electricity storage," Applied Energy, Elsevier, vol. 254(C).
    16. Muhammad Kashif Rafique & Zunaib Maqsood Haider & Khawaja Khalid Mehmood & Muhammad Saeed Uz Zaman & Muhammad Irfan & Saad Ullah Khan & Chul-Hwan Kim, 2018. "Optimal Scheduling of Hybrid Energy Resources for a Smart Home," Energies, MDPI, vol. 11(11), pages 1-19, November.
    17. Beaudin, Marc & Zareipour, Hamidreza, 2015. "Home energy management systems: A review of modelling and complexity," Renewable and Sustainable Energy Reviews, Elsevier, vol. 45(C), pages 318-335.
    18. H. A. Eiselt & C. -L. Sandblom, 2007. "Linear Programming and its Applications," Springer Books, Springer, number 978-3-540-73671-4, December.
    19. Khan, Ahsan Raza & Mahmood, Anzar & Safdar, Awais & Khan, Zafar A. & Khan, Naveed Ahmed, 2016. "Load forecasting, dynamic pricing and DSM in smart grid: A review," Renewable and Sustainable Energy Reviews, Elsevier, vol. 54(C), pages 1311-1322.
    20. Ponce, Pedro & Polasko, Kenneth & Molina, Arturo, 2016. "End user perceptions toward smart grid technology: Acceptance, adoption, risks, and trust," Renewable and Sustainable Energy Reviews, Elsevier, vol. 60(C), pages 587-598.
    21. Sadaqat Ali & Zhixue Zheng & Michel Aillerie & Jean-Paul Sawicki & Marie-Cécile Péra & Daniel Hissel, 2021. "A Review of DC Microgrid Energy Management Systems Dedicated to Residential Applications," Energies, MDPI, vol. 14(14), pages 1-26, July.
    22. Nikolaos Koltsaklis & Ioannis P. Panapakidis & David Pozo & Georgios C. Christoforidis, 2021. "A Prosumer Model Based on Smart Home Energy Management and Forecasting Techniques," Energies, MDPI, vol. 14(6), pages 1-32, March.
    23. Mehrjerdi, Hasan & Hemmati, Reza, 2020. "Coordination of vehicle-to-home and renewable capacity resources for energy management in resilience and self-healing building," Renewable Energy, Elsevier, vol. 146(C), pages 568-579.
    24. Nikos Kampelis & Elisavet Tsekeri & Dionysia Kolokotsa & Kostas Kalaitzakis & Daniela Isidori & Cristina Cristalli, 2018. "Development of Demand Response Energy Management Optimization at Building and District Levels Using Genetic Algorithm and Artificial Neural Network Modelling Power Predictions," Energies, MDPI, vol. 11(11), pages 1-22, November.
    25. Killian, M. & Zauner, M. & Kozek, M., 2018. "Comprehensive smart home energy management system using mixed-integer quadratic-programming," Applied Energy, Elsevier, vol. 222(C), pages 662-672.
    26. Bharath Varsh Rao & Friederich Kupzog & Martin Kozek, 2018. "Phase Balancing Home Energy Management System Using Model Predictive Control," Energies, MDPI, vol. 11(12), pages 1-19, November.
    27. Karol Bot & Inoussa Laouali & António Ruano & Maria da Graça Ruano, 2021. "Home Energy Management Systems with Branch-and-Bound Model-Based Predictive Control Techniques," Energies, MDPI, vol. 14(18), pages 1-27, September.
    28. Moyer, Jonathan D. & Hughes, Barry B., 2012. "ICTs: Do they contribute to increased carbon emissions?," Technological Forecasting and Social Change, Elsevier, vol. 79(5), pages 919-931.
    29. Jones, D. F. & Mirrazavi, S. K. & Tamiz, M., 2002. "Multi-objective meta-heuristics: An overview of the current state-of-the-art," European Journal of Operational Research, Elsevier, vol. 137(1), pages 1-9, February.
    30. Aqib Jamil & Turki Ali Alghamdi & Zahoor Ali Khan & Sakeena Javaid & Abdul Haseeb & Zahid Wadud & Nadeem Javaid, 2019. "An Innovative Home Energy Management Model with Coordination among Appliances using Game Theory," Sustainability, MDPI, vol. 11(22), pages 1-23, November.
    31. Zheng, Zhuang & Sun, Zhankun & Pan, Jia & Luo, Xiaowei, 2021. "An integrated smart home energy management model based on a pyramid taxonomy for residential houses with photovoltaic-battery systems," Applied Energy, Elsevier, vol. 298(C).
    32. Parrish, Bryony & Heptonstall, Phil & Gross, Rob & Sovacool, Benjamin K., 2020. "A systematic review of motivations, enablers and barriers for consumer engagement with residential demand response," Energy Policy, Elsevier, vol. 138(C).
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Javier Parra-Domínguez & Esteban Sánchez & Ángel Ordóñez, 2023. "The Prosumer: A Systematic Review of the New Paradigm in Energy and Sustainable Development," Sustainability, MDPI, vol. 15(13), pages 1-44, July.
    2. Inoussa Laouali & Isaías Gomes & Maria da Graça Ruano & Saad Dosse Bennani & Hakim El Fadili & Antonio Ruano, 2022. "Energy Disaggregation Using Multi-Objective Genetic Algorithm Designed Neural Networks," Energies, MDPI, vol. 15(23), pages 1-29, November.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Jonas Sievers & Thomas Blank, 2023. "A Systematic Literature Review on Data-Driven Residential and Industrial Energy Management Systems," Energies, MDPI, vol. 16(4), pages 1-21, February.
    2. Tostado-Véliz, Marcos & Kamel, Salah & Aymen, Flah & Jurado, Francisco, 2022. "A novel hybrid lexicographic-IGDT methodology for robust multi-objective solution of home energy management systems," Energy, Elsevier, vol. 253(C).
    3. Amit Shewale & Anil Mokhade & Nitesh Funde & Neeraj Dhanraj Bokde, 2022. "A Survey of Efficient Demand-Side Management Techniques for the Residential Appliance Scheduling Problem in Smart Homes," Energies, MDPI, vol. 15(8), pages 1-34, April.
    4. Kim, Hakpyeong & Choi, Heeju & Kang, Hyuna & An, Jongbaek & Yeom, Seungkeun & Hong, Taehoon, 2021. "A systematic review of the smart energy conservation system: From smart homes to sustainable smart cities," Renewable and Sustainable Energy Reviews, Elsevier, vol. 140(C).
    5. Ghayour, Sepideh Saravani & Barforoushi, Taghi, 2022. "Optimal scheduling of electrical and thermal resources and appliances in a smart home under uncertainty," Energy, Elsevier, vol. 261(PA).
    6. Mohseni, Soheil & Brent, Alan C. & Kelly, Scott & Browne, Will N., 2022. "Demand response-integrated investment and operational planning of renewable and sustainable energy systems considering forecast uncertainties: A systematic review," Renewable and Sustainable Energy Reviews, Elsevier, vol. 158(C).
    7. Ebrahimi, Seyyed Reza & Rahimiyan, Morteza & Assili, Mohsen & Hajizadeh, Amin, 2022. "Home energy management under correlated uncertainties: A statistical analysis through Copula," Applied Energy, Elsevier, vol. 305(C).
    8. Tri-Hai Nguyen & Luong Vuong Nguyen & Jason J. Jung & Israel Edem Agbehadji & Samuel Ofori Frimpong & Richard C. Millham, 2020. "Bio-Inspired Approaches for Smart Energy Management: State of the Art and Challenges," Sustainability, MDPI, vol. 12(20), pages 1-24, October.
    9. Trinadh Pamulapati & Muhammed Cavus & Ishioma Odigwe & Adib Allahham & Sara Walker & Damian Giaouris, 2022. "A Review of Microgrid Energy Management Strategies from the Energy Trilemma Perspective," Energies, MDPI, vol. 16(1), pages 1-34, December.
    10. Amit Shewale & Anil Mokhade & Nitesh Funde & Neeraj Dhanraj Bokde, 2020. "An Overview of Demand Response in Smart Grid and Optimization Techniques for Efficient Residential Appliance Scheduling Problem," Energies, MDPI, vol. 13(16), pages 1-31, August.
    11. Sulman Shahzad & Muhammad Abbas Abbasi & Hassan Ali & Muhammad Iqbal & Rania Munir & Heybet Kilic, 2023. "Possibilities, Challenges, and Future Opportunities of Microgrids: A Review," Sustainability, MDPI, vol. 15(8), pages 1-28, April.
    12. Sharif Naser Makhadmeh & Mohammed Azmi Al-Betar & Mohammed A. Awadallah & Ammar Kamal Abasi & Zaid Abdi Alkareem Alyasseri & Iyad Abu Doush & Osama Ahmad Alomari & Robertas Damaševičius & Audrius Zaja, 2022. "A Modified Coronavirus Herd Immunity Optimizer for the Power Scheduling Problem," Mathematics, MDPI, vol. 10(3), pages 1-29, January.
    13. Ussama Assad & Muhammad Arshad Shehzad Hassan & Umar Farooq & Asif Kabir & Muhammad Zeeshan Khan & S. Sabahat H. Bukhari & Zain ul Abidin Jaffri & Judit Oláh & József Popp, 2022. "Smart Grid, Demand Response and Optimization: A Critical Review of Computational Methods," Energies, MDPI, vol. 15(6), pages 1-36, March.
    14. Adnan Ahmad & Asif Khan & Nadeem Javaid & Hafiz Majid Hussain & Wadood Abdul & Ahmad Almogren & Atif Alamri & Iftikhar Azim Niaz, 2017. "An Optimized Home Energy Management System with Integrated Renewable Energy and Storage Resources," Energies, MDPI, vol. 10(4), pages 1-35, April.
    15. Zhang, Tairan & Sobhani, Behrouz, 2023. "Optimal economic programming of an energy hub in the power system while taking into account the uncertainty of renewable resources, risk-taking and electric vehicles using a developed routing method," Energy, Elsevier, vol. 271(C).
    16. Mittelviefhaus, Moritz & Pareschi, Giacomo & Allan, James & Georges, Gil & Boulouchos, Konstantinos, 2021. "Optimal investment and scheduling of residential multi-energy systems including electric mobility: A cost-effective approach to climate change mitigation," Applied Energy, Elsevier, vol. 301(C).
    17. Cai, Qiran & Xu, Qingyang & Qing, Jing & Shi, Gang & Liang, Qiao-Mei, 2022. "Promoting wind and photovoltaics renewable energy integration through demand response: Dynamic pricing mechanism design and economic analysis for smart residential communities," Energy, Elsevier, vol. 261(PB).
    18. Liu, Yinyan & Ma, Jin & Xing, Xinjie & Liu, Xinglu & Wang, Wei, 2022. "A home energy management system incorporating data-driven uncertainty-aware user preference," Applied Energy, Elsevier, vol. 326(C).
    19. Seongwoo Lee & Joonho Seon & Byungsun Hwang & Soohyun Kim & Youngghyu Sun & Jinyoung Kim, 2024. "Recent Trends and Issues of Energy Management Systems Using Machine Learning," Energies, MDPI, vol. 17(3), pages 1-24, January.
    20. Stute, Judith & Klobasa, Marian, 2024. "How do dynamic electricity tariffs and different grid charge designs interact? - Implications for residential consumers and grid reinforcement requirements," Energy Policy, Elsevier, vol. 189(C).

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:gam:jeners:v:15:y:2022:i:8:p:2866-:d:793662. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: MDPI Indexing Manager (email available below). General contact details of provider: https://www.mdpi.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.