Exercise - Set up factor libraries

  • 15 minutes

In this exercise, you learn about the steps that Alex takes to define the factor mappings for purchased electricity. Additionally, you review how Alex creates an estimation factor library for estimating the amount of electricity that's purchased based on the miles that were driven by the Wide World Importers fleet of electric trucks. While electric vehicles don't have Scope 1, direct tailpipe emissions, they do need to be charged while transporting goods. In this case, because the electric trucks need to be charged while transporting across the United States, it has resulted in Scope 2 purchased electricity.

Wide World Importers might not know the exact amount of electricity that was purchased for charging the electric trucks, which grids that the electricity came from, or the energy source. However, they can estimate the amount of electricity that was purchased by identifying how many kilowatt hours (kWh) are used every 100 miles based on EPA vehicle efficiency data. For more information, see Overview of Emission factors.

  1. Use an In-Private or Incognito window and open the go to Sustainability Environment you created in Set up the Microsoft Cloud for Sustainability trial exercise.

  2. Sign in with the credentials of Alex Serra.

    Important

    Make sure that you've completed the previous exercise to create activity data. The emissions calculations require that all data ingestion processes from the previous exercise are completed. Failure to do so will result in errors or incorrect values during the calculations.

Task: Add eGRID factor mappings

In this task, Alex will create factor mappings to map the contractual instrument types for Wide World Importers that Reed previously added to the respective electric grid emission factor. This process allows Microsoft Sustainability Manager to find the correct electric grid for a given contractual instrument type. This type can be expanded to map other reference data to specific emission factors, avoiding the need to create calculation models that are for specific emission factors.

  1. In the left navigation pane, select Calculations > Factor libraries.

  2. Select the EPA 2022 - eGRID factor library to open it.

    Screenshot of a factor library selected.

    Note

    Microsoft Sustainability Manager includes Environmental Protection Agency (EPA) and Intergovernmental Panel on Climate Change (IPCC)-based factor libraries for emissions and estimations. Additional libraries are on the roadmap. Make sure that you take time to review the existing factor libraries.

  3. Explore the EPA 2022 - eGRID factor library. The General tab includes the following identifying information about the factor library:

    • Name - Identifies the factor library in the list.

    • Description - Provides more information about the factor library.

    • Documentation reference - Identifies the documentation that's used to generate the factor library.

    • Type of factor library - Identifies if this factor library type is Custom, Demo (sample), or Standard (preloaded based on EPA libraries). For more information, see Emission factors.

    • Library type - This functionally switches the library type between Emission or Estimation library. Emission libraries calculate emission gases. Estimation libraries create estimated conversions from one unit type to another, such as night stays at a hotel to kWh used.

    Screenshot of the General tab.

  4. Select the Emission factors tab to view a list of emission factors in the factor library.

    Screenshot of the Emission factors tab.

  5. The Emission factors list displays the name of the emission factor, the unit type, sub type, documentation reference, and gases generated. Because Wide World Importers is a Florida-based business and is connected to the FRCC electrical grid, select FRCC (FRCC All) from the list of emission factors.

    Screenshot of an emission factor selected from the list.

    The FRCC (FRCC All) emission factor shows the carbon emissions that have been produced, 861 lb of CO2, 0.055 lb of CH4, and 0.007 lb of N2O, for each megawatt-hour (MWh) of energy consumed.

    This information is important to understand how the final CO2E (carbon dioxide equivalent) will be calculated later. When creating a new emission factor, you want to define how much of each gas is produced for a given unit. Several other gas types can be tracked, as shown on the screen, depending on the scenario. Some or all gas types might be used.

    Screenshot of the General tab with emissions information.

  6. Return to EPA 2022 - eGRID by selecting the back arrow. Select the Factors mapping tab.

    Screenshot of the Factors mapping tab.

    Note

    Factor mappings help map emission factors to reference data. Microsoft Sustainability Manager will use the factor mappings to find the correct emission factor to be used in an emission calculation for a given activity data. This factor is based on the reference data that's linked on the activity data, such as vehicle type or contractual instrument type.

  7. Create factor mappings for the two contractual instrument types that were created in previous exercise and then associate them with the FRCC (FRCC All) emission factor. Each contractual instrument is a local power provider in Florida, and they're part of the FRCC electric grid. Select + New Factor mapping.

    Screenshot of the New factor mapping button.

  8. Use the following information to populate the fields on the New Factor mapping screen:

    • Name - FRCC - Purchased Electricity - VanArsdel Ltd

    • Reference data - VanArsdel Ltd

    • Factor - FRCC (FRCC All)

    The fields and their values are defined as follows (numbers corresponding to numerals in the ensuing screenshot):

    1. The Name of the factor mapping identifies the factor mapping in the list.

    2. The Reference data maps the contractual instrument type.

    3. The Factor maps the emission factor.

    4. You can select the Save & Close button to save the record.

    Screenshot of the fields and values.

  9. Select + New Factor mapping.

    Screenshot of the button for New Factor mapping.

  10. Use the following information to populate the fields on the New Factor mapping screen:

    • Name - FRCC - Purchased Electricity - Adatum Corp

    • Reference data - Adatum Corp

    • Factor - FRCC (FRCC All)

    The fields and their values are defined as follows (numbers corresponding to numerals in the ensuing screenshot):

    • The Name of the factor mapping identifies the factor mapping in the list.

    • The Reference data maps the contractual instrument type.

    • The Factor maps the emission factor.

    • You can select Save & Close to save the record.

    Screenshot of the values for the fields.

Now, you have two additional factor mappings, one for each contractual instrument that was added during the previous exercise.

Screenshot of the two factor mappings.

You completed adding the factor mappings for your purchased electricity activity data. This step is important toward the creation of calculation models that calculates emissions for multiple emission factors based on reference data, such as contractual instrument types or facilities.

By creating these factor mappings, you can choose contractual instrument types as emission factors during your calculation model creation. This information tells Microsoft Sustainability Manager to map the contractual instrument type on an activity data record to the emission factor listed in the factor mapping. Now, you can create more dynamic calculations rather than calculations that are specific to a given emission factor.

Task: Create an estimation factor library

In this task, Alex creates an estimation factor library to define the estimation factor for estimating the kilowatt-hours (kWh) that are used for each mile driven. While electric vehicles don't have Scope 1, direct tailpipe emissions, they do need to be charged while transporting goods across the US, resulting in Scope 2 purchased electricity. Wide World Importers don't know the exact amount of electricity purchased, what grid the electricity came from, or the energy source; however, they can estimate the amount of purchased electricity by identifying the number of kilowatt-hours (kWh) used every 100 miles based on EPA vehicle efficiency.

  1. Go to Factor libraries on the left navigation pane and select New to create a new library.

  2. Use the following information to populate the fields on the New Factor library page:

    • Name - Electric Vehicle Estimation Library

    • Description - Scope 2 Emissions from Electric Vehicles

    • Module - Select Carbon activities

    • Documentation reference - https://fueleconomy.gov/feg/byfuel/EV2022.shtml

    • Type - Custom

    • Library Type - Estimation factor library

    The fields and their values are defined as follows (numbers corresponding to numerals in the ensuing screenshot):

    1. The Name of the factor library identifies the factor library in the list.

    2. The Description of the factor library provides more information about the factor library for others.

    3. The Module is the data type that should appear in the Activity data.

    4. The Documentation reference for the factor library identifies the documentation that's used to generate the factor library.

    5. The Type of factor library identifies if it's a Custom, Demo (sample), or Standard (preloaded based on EPA libraries) type. For more information, see Emission factors.

    6. The Library Type of the factor library switches the library type between Emission or Estimation library. Emission libraries calculate emission gases. Estimation libraries create estimated conversions from one unit type to another, such as 100 miles driven to kWh.

    7. You can select Save & Close to save the record.

Screenshot of the New Factor library fields with information filled in.

You created an estimation library, which is the first step to using estimations for emissions where you might not be able to determine the exact emissions. Some examples of estimations include estimating the amount of natural gas and electricity for each hotel night stay during business travel or vehicle fuel consumption by distance traveled.

Task: Create an estimation factor

In this task, Alex creates the estimation factor for estimating the kilowatt-hours (kWh) that are used for every mile driven. The EPA estimates electric vehicle efficiency in kilowatt-hours (kWh) for every 100 miles. Alex uses this same metric in the estimation factor to ensure that the estimation factor is consistent with the EPA.

  1. Scroll down on the Factor library view and select Electric Vehicle Estimation Library (in the lower part of your page) under Estimation factors.

    Screenshot of Electric Vehicle Estimation Library selected from the list.

  2. Select the Estimation Factors tab.

    Note

    For example purposes only, this exercise uses the largest electric vehicle that's available on the EPA fueleconomy.gov website at the time of writing.

    Screenshot of the Estimation Factors tab.

  3. Select + New Estimation factor.

    Screenshot of the New Estimation factor button.

  4. Review the Fabrikam Electric truck details on the EPA website and then enter the following information on the New Estimation factor screen:

    • Name - Fabrikam Electric Truck - EPA Estimate

    • Documentation reference - https://fueleconomy.gov/feg/noframes/45318.shtml

    • Factor Library - Electric Vehicle Estimation Library

    • Unit - 100 Mile

    • Factor value - 49.00

    • Factor value unit - kWh

    The fields and their values are defined as follows (numbers corresponding to numerals in the ensuing screenshot):

    1. The Name identifies the emission factor in the list.

    2. The Documentation reference identifies the documentation that's used to generate the estimation factor.

    3. The Factor library links the estimation factor to the factor library. This value defaults if you select New Estimation factor while you're in a factor library.

    4. The Unit identifies what unit is converted.

    5. The Factor value determines the amount to be estimated according to the Factor value unit.

    6. The Factor value unit specifies the unit type to be converted to.

    7. You can select Save & Close to save the record.

    Screenshot of the New Estimation factor fields filled in.

The new emission factor is estimating that every 100 miles is equivalent to 49 kWh.

Screenshot of the unit estimating the factor value at 49 kilowatt hours every 100 miles.

You now created an estimation factor. Estimation factors are important to be able to convert from one unit type to another when an estimate is appropriate, such as estimated fuel or battery economy of vehicles or when estimating gas and electric usage during hotel stays.