Edge Computing and Microservices Middleware for Home Energy Management Systems
Open accessAbstract
A middleware software can be seem as an abstraction layer between hardware and user applications, that facilitates the development and deployment of services in various scenarios, such as those found in Home Energy Management Systems (HEMS). There are several middleware proposals for HEMS, with most of them taking the cloud computing approach. This approach is unconcerned about computing resources but raises a dependency on external connections. This paper presents a middleware for energy management systems, based on the concept of edge computing for smart homes. The paper presents a reference model for the proposed architecture, considering specific requirements for this type of application. The proposed architecture employs the concept of microservices for data access and system configuration. The proposed middleware is designed to work with embedded systems under computational constraints, such as processing capability and storage, to reduce costs and allow its application closer to the user. The middleware is open and customizable to meet the developer’s needs. The proposed solution was implemented and tested in a university laboratory, as well as at the Eldorado Research Institute to confirm the effectiveness of the middleware. The proposal stands out from others found in the literature as it can be implemented using low cost hardware. In addition to using microservices concepts, the proposed middleware is a valuable option for applications that need an edge computing approach. A performance analysis was carried out, using low cost hardware with limited resources. The results show that the proposal can handle a significant number of devices, offering low latency and low error rate, and consuming few processing resources and memory.
AI snapshot
Written from the paper’s full text.
TL;DR
This paper presents an edge-computing middleware for Home Energy Management Systems (HEMS) that uses microservices and is designed for low-cost, resource-constrained hardware. Tests on an NXP i.Mx6 platform show it can handle up to 250 simultaneous devices with no errors and up to 400 with under 5% error rate, while consuming modest CPU and RAM.
Key findings
- No errors occurred up to 250 devices for both 0.5 s and 5 s request intervals; at 400 simultaneous requests the error rate remained under 5%, while at 600 devices or more the error rate increased considerably due to overload.
- In Scenario 2 (with load disaggregation), CPU consumption did not exceed 85% of available capacity; in Scenario 1 it did not exceed 65%. The disaggregation script alone consumed approximately 40% CPU in the worst case.
- RAM usage was approximately 30% in Scenario 2 and 25% in Scenario 1; the disaggregation script consumed approximately 5% RAM. No significant difference was observed between 0.5 s and 5 s request intervals.
- A 30-day test ran continuously with no faults. The total middleware disk size was approximately 130 MB, and the measurement database required 17 MB for five days of data. Estimated hardware cost was under US$ 40.
Methods
- The middleware was designed for edge computing with microservices exposed via REST APIs, using an orchestrator to manage independent module processes. It was implemented with Python, SQLite, Django REST Framework, and an NXP i.Mx6 platform (396 MHz processor, 512 MB RAM, 32 GB storage, customized Debian-based Linux).
- Proof-of-concept tests used six smart outlets connected to an LCD TV, tube TV, radio, air conditioner, and microwave oven. The outlets communicated via Wi-SUN HAN and transmitted voltage, current, power factor, active, reactive, and apparent power every 5 seconds; the middleware uploaded data to the cloud every 1 minute via MQTT.
- Performance was evaluated with JMeter using the Receive_data microservice, 392-byte data packets, and two scenarios: S1 (basic middleware) and S2 (with load disaggregation). Tests varied simultaneous requests (10, 30, 50, 100, 250, 400, 600) and request intervals (0.5 s and 5 s), with 10 rounds per condition.
Limitations
- The paper states that container technology was not used due to computational restrictions of the employed hardware.
- The paper states that the total disk footprint of approximately 130 MB is an issue requiring attention for implementation on hardware platforms with limited storage space.
- Evident from the text: performance tests focused on a single microservice (Receive_data) and a proof-of-concept with six smart outlets, so results may not generalize to all HEMS workloads or deployments. The paper also notes that no standard metrics exist for middleware performance, and metrics were defined according to the application context.
Model-written summary. Check it against the paper before relying on it.
Integrity signals
Registry
Cites
Statistics
Claims the paper makes
1 of 16 cited sources checked · 1 supported · 0 flagged
- Findingown data
The proposed middleware consumes few processing resources and memory.
“The results show that the proposal can handle a significant number of devices, offering low latency and low error rate, and consuming few processing resources and memory.”
Quote in the paperSubstantial claim - Findingown data
Both scenarios yielded remarkably similar results.
“An important conclusion from the tests was that both scenarios yielded remarkably similar results, demonstrating that the execution of an additional application on the mid-dleware (e.g., load disaggregation in our case) did not affect performance.”
Quote in the paperSubstantial claim - Findingown data
The proposed solution requires simpler hardware than other middleware approaches found in the literature.
“This table also presents the hardware specification of our proposed solution, showing that it requires a simpler hardware.”
Quote in the paperSubstantial claim- Rests on an assumption: Low-cost hardware platforms are typically associated with low computational power.
- Findingown data
No error occurred up to 250 devices, for both time intervals tested.
“We can see that no error occurred up to 250 devices, for both time intervals tested.”
Quote in the paperSubstantial claim
- Findingown data
The proposed middleware offers low latency.
“The results show that the proposal can handle a significant number of devices, offering low latency and low error rate, and consuming few processing resources and memory.”
Quote in the paperSubstantial claim - Findingown data
In Scenario 2, the maximum CPU consumption did not exceed 85% of the available CPU capacity.
“Figures 12 (a) and (b) show that, as expected, the highest consumption occurred in Scenario 2 (when load disaggregation is considered), but the maximum consumption did not exceed 85% of the available CPU capacity.”
Quote in the paperSubstantial claim - Findingown data
The highest CPU consumption occurred in Scenario 2.
“Figures 12 (a) and (b) show that, as expected, the highest consumption occurred in Scenario 2 (when load disaggregation is considered), but the maximum consumption did not exceed 85% of the available CPU capacity.”
Quote in the paperNot a substantial claim - Findingreasoning
For 600 devices or more, the error rate considerably increases.
“For 600 devices or more, the error rate considerably increases due to the overload of requests and the limited hardware and software resources.”
Quote in the paperSubstantial claim - Findingown data
The proposed middleware can handle a significant number of devices.
“The results show that the proposal can handle a significant number of devices, offering low latency and low error rate, and consuming few processing resources and memory.”
Quote in the paperSubstantial claim - Findingown data
Tests in the laboratory and in campus trials showed that 17 MB is enough for a five-day period length.
“Tests in the laboratory and in campus trials showed that 17 MB is enough for this period length.”
Quote in the paperNot a substantial claim - Findingown data
The proposed middleware has a low error rate.
“The results show that the proposal can handle a significant number of devices, offering low latency and low error rate, and consuming few processing resources and memory.”
Quote in the paperSubstantial claim - Findingown data
In Scenario 1, CPU consumption did not exceed 65% usage.
“In scenario 1, consumption did not exceed 65% usage.”
Quote in the paperNot a substantial claim - Findingown data
In a 30-day test period emulating a real scenario, the middleware performed continuously with no faults.
“In a test period of 30 days, emulating a real scenario, the middleware performed continuously with no faults.”
Quote in the paperSubstantial claim - Findingown data
Even in the stress test with 400 simultaneous requests, the error rate is under 5%.
“Even in the stress test with 400 simultaneous requests, the error rate is under 5%.”
Quote in the paperSubstantial claim - Findingown data
In Scenario 2, the middleware consumes approximately 30% of the available memory.
“In Scenario 2 the middleware consumes approximately 30% of the available memory, while in Scenario 1 this figure reduces to approximately 25% of the resources.”
Quote in the paperNot a substantial claim - Findingown data
The estimated cost of the hardware components shown in Table 5, using information from websites of major hardware distributors at low volumes, is under US$ 40.
“The estimated cost of the hardware components shown in 5, using information from websites of major hardware distributors at low volumes, is under US$ 40.”
Quote in the paperSubstantial claim - Findingown data
In Scenario 1, the middleware consumes approximately 25% of the available memory.
“In Scenario 2 the middleware consumes approximately 30% of the available memory, while in Scenario 1 this figure reduces to approximately 25% of the resources.”
Quote in the paperNot a substantial claim - Findingown data
The disaggregation script alone consumes approximately 40% of the CPU capacity in the worst case.
“The disaggregation script alone consumes approximately 40% of the CPU capacity in the worst case.”
Quote in the paperNot a substantial claim - Findingown data
The disaggregation script consumes approximately 5% of RAM.
“The disaggregation script consumes approximately 5% of RAM.”
Quote in the paperNot a substantial claim - Findingown data
No significant difference is observed between the RAM results for the scenarios with 0.5 s and 5 s time intervals between requests.
“Notably, no significant difference is observed between the scenarios with 0.5 s and 5 s time intervals between requests.”
Quote in the paperNot a substantial claim - Premisereasoning
There are few works in the literature about middleware for HEMS and Smart Homes.
“There are few works in the literature about middleware for HEMS and Smart Homes, even though middleware is an important component in these systems, as it can be used to deal with interoperability, flexibility and scalability issues of these systems.”
Quote in the paperSubstantial claim - Interpretationreasoning
Moving some middleware operations to the edge reduces the need for Internet access to monitor appliances, since there is a local connection between the client application and the middleware.
“This approach also reduces the need for Internet access to monitor the appliances, since there is a local connection between the client application and the middleware.”
Quote in the paperSubstantial claim - Interpretationreasoning
The increase in error rate for 600 devices or more is due to the overload of requests and the limited hardware and software resources.
“For 600 devices or more, the error rate considerably increases due to the overload of requests and the limited hardware and software resources.”
Quote in the paperSubstantial claim - Interpretationown data
The middleware can serve up to 250 devices in parallel with no errors.
“We can then assert that the middleware can serve up to 250 devices in parallel with no errors.”
- Also stated in: § Scenario 1 · plain
“These results show that the proposed middleware can respond to up to 250 simultaneous requests with no errors, with a reasonable response time, and consuming reasonable computational resources, regardless of employing limited hardware/software.”
Quote in the paperSubstantial claim - Also stated in: § Scenario 1 · plain
- Interpretationown data
The execution of an additional application on the middleware (e.g., load disaggregation) did not affect performance.
“An important conclusion from the tests was that both scenarios yielded remarkably similar results, demonstrating that the execution of an additional application on the mid-dleware (e.g., load disaggregation in our case) did not affect performance.”
Quote in the paperSubstantial claim - Interpretationreasoning
The proposed edge computing approach decreases the response time for the end-user.
“This approach removes the requirement for external connections (from internet or network operators) and decreases the response time for the end-user.”
Quote in the paperSubstantial claim- Rests on an assumption: HEMS solutions have more stringent requirements than general IoT middleware.
- Study design and conductreasoning
Container technology was not used in this project due to computational restrictions of the employed hardware.
“The container technology was not used in this project due to computational restrictions of the employed hardware.”
Quote in the paperNot a substantial claim - Study design and conductnone given
The proof-of-concept of the middleware was implemented and tested in laboratory and at the university campus, with real devices.
“The proof-of-concept of the middleware was implemented and tested in laboratory and at the university campus, with real devices.”
Quote in the paperSubstantial claim - Interpretationreasoning
The specifications of the hardware and software components used in these tests (shown in Table 5) are the minimum requirements to guarantee a good performance of the proposed middleware.
“Therefore, the specifications of the hardware and software components used in these tests (shown in Table 5) are the minimum requirements to guarantee a good performance of the proposed middleware.”
Quote in the paperSubstantial claim - Interpretationreasoning
The proposed middleware can provide reliable service for up to 400 devices in a real scenario.
“Therefore, the proposed middleware can provide reliable service for up to 400 devices in a real scenario.”
Quote in the paperSubstantial claim - Study design and conductnone given
Field trials were performed to simulate real application scenarios as a proof of concept.
“Field trials were performed to simulate real application scenarios as a proof of concept.”
Quote in the paperSubstantial claim
- The quote only partly states this claim. 1
- Classified as probably not a substantial claim. 34
- May combine two claims. 16
The quote only partly states this claim.
Findingown dataNo significant difference was observed between the CPU results for 0.5s and 5s time intervals between requests.
“Moreover, no significant difference was observed between the results for 0.5s and 5s time intervals between requests.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Findingnone givenThe total disk size of the middleware is approximately 130 MB.
“Hence, the total disk size of the middleware is approximately 130 MB.”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataThe middleware proved to be functional and fulfilled the requirements, achieving good performance concerning the proposed tasks.
“The middleware proved to be functional and fulfilled the requirements, achieving good performance concerning the proposed tasks.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Findingnone givenThe proposed middleware is open at a Github project (RT-DSP/SHArM), promoting the specifications for HEMS applications.
“Moreover, the proposed middleware is open at a Github project (RT-DSP/SHArM), promoting the specifications for HEMS applications.”
- Also stated in: § VI. CONCLUSIONS · plain
“It is an open middleware, which the APIs are available at Github project (RT-DSP/SHArM), alongside its complete documentation.”
Quote in the paperNot a substantial claim- Also stated in: § VI. CONCLUSIONS · plain
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationMiddleware platforms typically work under the concept of cloud computing, providing scalability, high processing capability, and nearly unlimited data storage capability.
“Typically, middleware platforms work under the concept of cloud computing, providing scalability, high processing capability, and nearly unlimited data storage capability [3].”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [3] source
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenAll APIs provide collected information from the outlet organized in JSON format, allowing flexibility when manipulating variables via either the application or the cloud computing software.
“It is noteworthy that all APIs provide the collected information from the outlet organized in JSON format, allowing flexibility when manipulating the variables, via either the application or the cloud computing software.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
Interpretationnone givenThe cloud computing approach raises a dependency on external connections.
“This approach is unconcerned about computing resources but raises a dependency on external connections.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenThe middleware modules are independent processes performing specific and well-defined tasks.
“The modules are independent processes, performing specific and well-defined tasks.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Premisenone givenIn general, IoT middleware platforms were not developed for low computational power hardware, preventing them from being used in an edge computing approach.
“There are several middleware platforms for IoT available nowadays.In general, these platforms were not developed for low computational power hardware, preventing them to be used in an edge computing approach.”
Quote in the paperNot a substantial claim- Rests on an assumption: Low-cost hardware platforms are typically associated with low computational power.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationreasoningAll functions are accessible via microservices, allowing an administrator to alter middleware configuration using a mobile App or Web interface.
“All functions are accessible via microservices.Therefore, using an mobile App or Web interface, an administrator is allowed to alter the middleware configuration.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S4 (based). May combine two claims.
Interpretationnone givenThe use of microservices to expose middleware functionalities provides scalability and accelerates development, enabling innovation and reducing the time to introduce innovative solutions.
“The use of microservices to expose the middleware functionalities provides scalability and accelerates the development of the middleware, enabling innovation and reducing the time to introduce innovative solutions.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
InterpretationreasoningThe proposed middleware's characteristics distinguish it from others in the literature, where middleware platforms work predominantly under the cloud computing approach and use development architectures based on conventional Web services.
“These characteristics distinguish this work from others found in the literature, where middleware platforms work predominantly under the cloud computing approach and use development architectures based on conventional Web services.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenThe proposed edge computing approach removes the requirement for external connections from internet or network operators.
“This approach removes the requirement for external connections (from internet or network operators) and decreases the response time for the end-user.”
Quote in the paperNot a substantial claim- Rests on an assumption: HEMS solutions have more stringent requirements than general IoT middleware.
Probably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenThe proposed approach uses microservices as a development architecture, providing more flexibility and ease of implementation of new features and modules.
“Furthermore, our approach uses microservices as a development architecture, providing more flexibility and ease of implementation of new features and modules.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationThe literature review shows a predominance of the REST architecture in middleware development.
“As far as the middleware development architecture is concerned, the literature review shows a predominance of the REST architecture.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [23] source
Probably not a substantial claim: may not pass S3 (load-bearing).
Interpretationown dataThe disk footprint is an issue that requires attention for implementation on hardware platforms with limited storage space.
“The disk footprint is an issue that requires attention for implementation on hardware platforms with limited storage space.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationMost IoT middleware proposals are based on the concept of Platform as a Service (PaaS).
“A survey of these platforms is presented in [21], which shows that most proposals are based on the concept of Platform as a Service (PaaS).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [21] source
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Study design and conductnone givenOnly registered users are allowed to access the APIs.
“Only registered users are allowed to access the APIs”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
InterpretationreasoningMoving some middleware operations to the edge reduces delays observed by the end-user when accessing services for device control, consulting, and information registration.
“Moving some of the middleware operations to the edge reduces the delays observed by the end-user when accessing services for device control, consulting, and information registration.”
Quote in the paperNot a substantial claimMay combine two claims.
Study design and conductnone givenThe proposed middleware was implemented and tested in a university laboratory and at the Eldorado Research Institute.
“The proposed solution was implemented and tested in a university laboratory, as well as at the Eldorado Research Institute to confirm the effectiveness of the middleware.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationMoving data processing and device control closer to the end-user reduces latency and dependency on external communications, maintaining the system functional even in case of interruptions of Internet access.
“An emerging trend in the IoT middleware context is to move data processing and device control closer to the enduser.This approach reduces latency and the dependency on external communications, maintaining the system functional even in the case of interruptions of Internet access.”
Quote in the paperSubstantial claim0 of 3 sources checkedProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenThe proposed middleware can be implemented using low cost hardware.
“The proposal stands out from others found in the literature as it can be implemented using low cost hardware.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenEach microservice features specific functions and accesses a unique database.
“Each microservice features specific functions and accesses a unique database.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationMoving data processing and device control closer to the end-user allows an additional security layer to be implemented between the edge and the cloud, leading to overall performance improvement.
“Moreover, this approach allows an additional security layer to be implemented between the edge and the cloud, leading to an overall performance improvement of the services offered [5] [3] [4].”
Quote in the paperNot a substantial claim0 of 3 sources checkedProbably not a substantial claim: may not pass S4 (based).
InterpretationreasoningThe independence of the modules is crucial because it provides flexibility and scalability to the middleware, allowing the addition of new modules without interfering with the operation of other modules.
“The independence of the modules is crucial, as it provides flexibility and scalability to the middleware, allowing the addition of new modules without interfering the operation of other modules.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
Study design and conductreasoningThe local database was designed as a circular queue, replacing older data with newer data, to avoid performance degradation.
“To address this issue, the local database was designed as a circular queue, where replacing older data with newer data.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationCloud and fog computing approaches add delays to the communication with end devices, potentially affecting the end-user experience and increasing cost.
“However, these approaches add delays to the communication with enddevices [3], potentially affecting the end-user experience and increases the cost.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [3] source
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Study design and conductnone givenAll data are sent to the cloud computing software using authentication at the MQTT broker.
“All data are sent to the cloud computing software using authentication at the MQTT broker”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningThe Data entity feature provides interoperability with multiple existing devices.
“This feature provides interoperability with multiple existing devices.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Study design and conductnone givenThe middleware security is implemented through security protocols provided by the solutions and protocols employed in communication, data storage, and cloud computing.
“The middleware security is implemented through the security protocols provided by the solutions and protocols employed in communication, data storage, and cloud computing.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenThe microservice architecture inherently encapsulates the functions, not allowing direct access to any portion of the system.
“The microservice architecture inherently encapsulates the functions, not allowing direct access to any portion of the system.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenThe alternative receive_data solution provides interoperability between the middleware and the devices.
“This alternative solution provides interoperability between the middleware and the devices.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningThe unique-database characteristic of microservices ensures better resilience and performance of the middleware because reading and writing processes occur independently, avoiding a large number of simultaneous accesses to a single database.
“This characteristic of microservices ensures better resilience and performance of the middleware since the reading and writing processes occur independently, thus avoiding a large number of simultaneous accesses to a single database.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenLarge databases working on hardware with low performance lead to delays and failures in queries and recordings.
“Large databases working on hardware with low performance leads to delays and failures in queries and recordings.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenEvery function offered by the basic modules is accessible through microservices using REST APIs.
“Every function offered by these basic modules is accessible through microservices using REST APIs.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based). May combine two claims.
Interpretationnone givenThe Data entity is accessible via a GET or POST request, allowing devices to send data using the CoAP standard or any other standard that supports HTTP requests.
“The Data entity is accessible via a GET or POST request, allowing the devices to send the data using the CoAP standard or any other standard that supports HTTP requests.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
PremisecitationNo standard metrics exist to analyze the performance of a middleware, and therefore metrics are defined according to the application context.
“No standard metrics exist to analyze the performance of a middleware, and therefore metrics are defined according to the application context [26].”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [26] source
Probably not a substantial claim: may not pass S3 (load-bearing).
Study design and conductcitationThe middleware performance was tested using the approach presented in [26] and the JMeter framework [33].
“The middleware performance were tested using the approach presented in [26] and the JMeter framework [33].”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [26] source
- cites [33] 2021
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
Classified as probably not a substantial claim.
Study design and conductnone givenTen rounds of tests were performed for different numbers of simultaneous requests: 10, 30, 50, 100, 250, 400, and 600.
“Ten rounds of tests were performed for different numbers of simultaneous requests: 10, 30, 50, 100, 250, 400, and 600.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningThe proposed middleware is an affordable option for large-scale applications, providing all the features required for application in HEMS.
“Hence, the proposed middleware is an affordable option for large-scale applications, providing all the features required for application in HEMS.”
Quote in the paperSubstantial claimMay combine two claims.
Interpretationown dataThe middleware has the capability to support a large number of devices and therefore its ability to be used in small, medium, and large applications.
“Furthermore, performance tests were carried out with the middleware that showed its capability to support a large number of devices and, therefore, its ability to be used in small, medium, and large applications.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
Interpretationown dataThe minimum hardware and software requirements were determined to guide potential users and developers based on the performance tests.
“The minimum hardware and software requirements were determined to guide potential users and developers based on the performance tests.”
Quote in the paperSubstantial claim
The paper relies on this without support.
HEMS solutions have more stringent requirements than general IoT middleware.
“However, the requirements of HEMS solutions are more stringent.”
The paper relies on this without support.
Massive deployment of energy management systems requires end-user devices to be low cost, meaning devices with low computational capability.
“In order to guarantee a massive deployment of energy management systems, the end-user devices must be low cost, which means devices with low computational capability.”
The paper relies on this without support.
Low-cost hardware platforms are typically associated with low computational power.
“However, this lower cost is typically associated to low computational power (i.e., processing, storage and communication), requiring special attention when designing reliable communication, storage and data processing.”
The paper relies on this without support.
The operation requested by the performance test requests (receiving the HTTP request, writing to the database, and sending the HTTP response code) is the most costly one.
“The operation requested by these requests is the most costly one, involving receiving the HTTP request, writing to the database, and sending the HTTP response code.”
The paper relies on this without support.
The 5-second interval between requests is a more realistic scenario than the 0.5-second interval.
“On the other hand, the 5-second interval is considered to be a more realistic scenario.”
The paper relies on this without support.
The independence of services intrinsic to microservices provides greater robustness, performance, and interoperability.
“Additionally, the independence of the services, intrinsic to the use of microservices, provides greater robustness, performance, and interoperability.”
Cites
Nižetić, S., Šolić, P., López–de–Ipiña, D., & Patrono, L. (2020) · Journal of Cleaner Production · doi:10.1016/j.jclepro.2020.122877 · Cited by 1,063 · cited 2× · see citing works
“HEMS applications can be considered within the IoT context, which involve several areas of knowledge, such as computing, communications, energy, data analysis, and microelectronics [1].”
BackgroundIoT Middleware: A Survey on Issues and Enabling technologies
Ngu, A. H. H., Gutiérrez, M., Metsis, V., Nepal, ., & Sheng, Q. Z. (2016) · IEEE Internet of Things Journal · doi:10.1109/jiot.2016.2615180 · Cited by 685 · cited 1× · see citing works
“The main requirements of IoT middleware are [21], [27]: • Scalability: The middleware must be scalable to allow allocation and release of computational resources as needed, keeping the system in operation at a consistent and adequate level of performance; • Real-time: Due to the nature of HEMS operations, which”
BackgroundA smart home energy management system using IoT and big data analytics approach
Al-Ali, A. R., Zualkernan, I. A., Rashid, M., Gupta, R., & Alikarar, M. (2017) · IEEE Transactions on Consumer Electronics · doi:10.1109/tce.2017.015014 · Cited by 670 · cited 2× · see citing works
“All these works present architectures and systems for HEMS, but only the work in [11] mentions the use of a middleware.”
BackgroundSmart home energy management system including renewable energy based on ZigBee and PLC
Han, J., Choi, C.-S., Park, W.-K., Lee, I., & Kim, S.-H. (2014) · IEEE Transactions on Consumer Electronics · doi:10.1109/tce.2014.6851994 · Cited by 449 · cited 1× · see citing works
“Several HEMS architectures have been proposed in the literature, such as those presented in [9], [10], [11], [12], [13], and [14].”
A Reference Model for Internet of Things Middleware
da Cruz, M. A. A., Rodrigues, J. J. P. C., Al-Muhtadi, J., Korotaev, V. V., & de Albuquerque, V. H. C. (2018) · IEEE Internet of Things Journal · doi:10.1109/jiot.2018.2796561 · Cited by 281 · cited 2× · see citing works
“The main requirements of IoT middleware are [21], [27]: Scalability: The middleware must be scalable to allow allocation and release of computational resources as needed, keeping the system in operation at a consistent and adequate level of performance; Real-time: Due to the nature of HEMS…”
BackgroundRole Of Middleware For Internet Of Things: A Study
Bandyopadhyay, S., Sengupta, M., Maiti, S., & Dutta, S. (2011) · International Journal of Computer Science & Engineering Survey · doi:10.5121/ijcses.2011.2307 · Cited by 246 · cited 1× · see citing works
“The middleware provides an abstraction for developers, concealing complexities of adjacent hardware components, network protocols, characteristics of operating systems, among other implementation details [8].”
BackgroundTeoh, Y. K., Gill, S. S., & Parlikad, A. K. (2023) · IEEE Internet of Things Journal · doi:10.1109/jiot.2021.3050441 · Cited by 231 · cited 1× · see citing works
“However, the middleware can also work under the fog computing paradigm, acting as a gateway, gathering data from multiple users and pre-processing them before sending them to the cloud [6].”
BackgroundHan, J., Choi, C.-S., & Lee, I. (2011) · IEEE Transactions on Consumer Electronics · doi:10.1109/tce.2011.5735485 · Cited by 201 · cited 1× · see citing works
“Several HEMS architectures have been proposed in the literature, such as those presented in [9], [10], [11], [12], [13],”
MethodMahapatra, B., & Nayyar, A. (2019) · Energy Systems · doi:10.1007/s12667-019-00364-w · Cited by 195 · cited 1× · see citing works
“The literature shows that some energy management applications use a middleware platform [16], [17], [18], [19], [20].”
BackgroundMicroservices approach for the internet of things
Butzin, B., Golatowski, F., & Timmermann, D. (2016) · IEEE International Conference on Emerging Technologies and Factory Automation (ETFA) · doi:10.1109/etfa.2016.7733707 · Cited by 192 · cited 1× · see citing works
“In this context, container technology has been considered by several developers if the hardware resources allow it [31].”
BackgroundOrchestration of Microservices for IoT Using Docker and Edge Computing
Alam, M., Rufino, J., Ferreira, J., Ahmed, S. H., Shah, N., & Chen, Y. (2018) · IEEE Communications Magazine · doi:10.1109/mcom.2018.1701233 · Cited by 188 · cited 5× · see citing works
“Typically, middleware platforms work under the concept of cloud computing, providing scalability, high processing capability, and nearly unlimited data storage capability [3].”
BackgroundInfluentialPawar, P., TarunKumar, M., & Panduranga Vittal, K. (2019) · Measurement · doi:10.1016/j.measurement.2019.107187 · Cited by 183 · see citing works
HEMS-IoT: A Big Data and Machine Learning-Based Smart Home System for Energy Saving
Machorro-Cano, I., Alor‐Hernández, G., Paredes‐Valverde, M. A., Rodríguez-Mazahua, L., Sánchez-Cervantes, J. L., & Olmedo-Aguirre, J. O. (2020) · Energies · doi:10.3390/en13051097 · Cited by 176 · cited 1× · see citing works
“The literature shows that some energy management applications use a middleware platform [16], [17], [18], [19], [20].”
BackgroundMOSDEN: An Internet of Things Middleware for Resource Constrained Mobile Devices
Perera, C., Jayaraman, P. P., Zaslavsky, A., Georgakopoulos, D., & Christen, P. (2014) · 2014 47th Hawaii International Conference on System Sciences · doi:10.1109/hicss.2014.137 · Cited by 145 · cited 1× · see citing works
“However, hardware requirements of middleware in the IoT context can be a concern [28], [29], [30].”
BackgroundVaiyapuri, T., Parvathy, V. S., Manikandan, V., Krishnaraj, N., Gupta, D., & Shankar, K. (2022) · Wireless Personal Communications · doi:10.1007/s11277-021-08088-w · Cited by 132 · cited 2× · see citing works
“Moreover, this approach allows an additional security layer to be implemented between the edge and the cloud, leading to an overall performance improvement of the services offered [3], [5] [4].”
BackgroundReal-time Energy Control Approach for Smart Home Energy Management System
Zhou, S., Wu, Z. S., Li, J., et al. (2014) · Electric Power Components and Systems · doi:10.1080/15325008.2013.862322 · Cited by 123 · see citing works
Sufficient Comparison Among Cloud Computing Services: IaaS, PaaS, and SaaS: A Review
Mohammed, C. M., & Zeebaree, S. R. M. (2021) · International Journal of Science and Business · doi:10.5281/zenodo.4450128 · Cited by 107 · see citing works
Performance evaluation of IoT middleware
da Cruz, M. A. A., Rodrigues, J. J. P. C., Sangaiah, A. K., Al-Muhtadi, J., & Korotaev, V. (2018) · Journal of Network and Computer Applications · doi:10.1016/j.jnca.2018.02.013 · Cited by 105 · cited 2× · see citing works
“In [23], several IoT middleware platforms were compared, using qualitative and quantitative metrics.”
MethodIoT Design Patterns: Computational Constructs to Design, Build and Engineer Edge Applications
Qanbari, S., Pezeshki, S., Raisi, R., Mahdizadeh, S., Rahimzadeh, R., Behinaein, N., Mahmoudi, F., Ayoubzadeh, S., Fazlali, P., Roshani, K., et al. (2016) · 2016 IEEE First International Conference on Internet-of-Things Design and Implementation (IoTDI) · doi:10.1109/iotdi.2015.18 · Cited by 64 · cited 2× · see citing works
“Moreover, this approach allows an additional security layer to be implemented between the edge and the cloud, leading to an overall performance improvement of the services offered [3], [5] [4].”
BackgroundSurvey of hardware IoT platforms
Polianytsia, A., Starkova, O. V., & Herasymenko, K. (2016) · International Scientific-Practical Conference Problems of Infocommunications Science and Technology · doi:10.1109/infocommst.2016.7905364 · Cited by 47 · cited 1× · see citing works
“Ascenarioalso related to the IoT and HEMS contexts is the emergence of low cost hardware platforms [2], opening up new possibilities for application.”
BackgroundRamakrishnan, R., & Gaur, L. (2016) · 2016 International Conference on Internet of Things and Applications (IOTA) · doi:10.1109/iota.2016.7562693 · Cited by 46 · cited 1× · see citing works
“IoT context can be a concern [28], [29], [30].”
BackgroundA Comparison of Open-Source Home Automation Systems
Setz, B., Graef, S., Ivаnovа, D., et al. (2021) · IEEE Access · doi:10.1109/access.2021.3136025 · Cited by 39 · cited 1× · see citing works
“The work in [15] presents a comparison among 20 open systems for Smart Homes.”
BackgroundLoad Disaggregation Based on Time Window for HEMS Application
Lemes, D. A. M., Cabral, T. W., Fraidenraich, G., et al. (2021) · IEEE Access · doi:10.1109/access.2021.3078340 · Cited by 38 · cited 1× · see citing works
“More details on this application are found in [32].”
BackgroundSelf-citationMonoliths to microservices - Migration Problems and Challenges: A SMS
Velepucha, V., & Flores, P. (2021) · International Conference on Information Systems and Software Technologies (ICI2ST) · doi:10.1109/ici2st51859.2021.00027 · Cited by 38 · cited 1× · see citing works
“A software development approach that has received a great deal attention in the last few year is the microser-vices approach, which consists of small, independent services communicating via well-defined APIs [7].”
MethodA Middleware Based Architecture for the Industrial Internet of Things
Ungurean, I., Găitan, N. C., & Găitan, V. G. (2016) · KSII Transactions on Internet and Information Systems · doi:10.3837/tiis.2016.07.001 · Cited by 34 · see citing works
Middleware for Internet of Things: A quantitative evaluation in small scale
Palade, A., Cabrera, C., White, G., Razzaque, M. A., & Clarke, S. (2017) · 2017 IEEE 18th International Symposium on A World of Wireless, Mobile and Multimedia Networks (WoWMoM) · doi:10.1109/wowmom.2017.7974340 · Cited by 32 · cited 1× · see citing works
“IoT context can be a concern [28], [29], [30].”
BackgroundWireless Home Energy Management System with Smart Rule-Based Controller
Shareef, H., Hassan, E. A., & Sirjani, R. (2020) · Applied Sciences · doi:10.3390/app10134533 · Cited by 24 · see citing works
A Middleware Solution for Wireless IoT Applications in Sparse Smart Cities
Bellavista, P., Giannelli, C., Lanzone, S., Riberto, G., Stefanelli, C., & Tortonesi, M. (2017) · Sensors · doi:10.3390/s17112525 · Cited by 21 · see citing works
Rodríguez-Molina, J., & Kammen, D. M. (2018) · IEEE Communications Surveys & Tutorials · doi:10.1109/comst.2018.2846284 · Cited by 20 · cited 2× · see citing works
“The literature shows that some energy management applications use a middleware platform [16], [17], [18], [19], [20].”
BackgroundMethodDesign and Performance Evaluation of Containerized Microservices on Edge Gateway in Mobile IoT
Gaur, A. S., Budakoti, J., & Lung, C.-H. (2018) · 2018 IEEE International Conference on Internet of Things (iThings) and IEEE Green Computing and Communications (GreenCom) and IEEE Cyber, Physical and Social Computing (CPSCom) and IEEE Smart Data (SmartData) · doi:10.1109/cybermatics_2018.2018.00055 · Cited by 13 · cited 2× · see citing works
“No standard metrics exist to analyze the performance of a middleware, and therefore metrics are defined according to the application context [26].”
BackgroundMethodOliveira, E. D. L., Alfaia, R., Souto, A., da Silva, M. S., Vijaykumar, N., & Francês, C. (2017) · Journal of Microwaves Optoelectronics and Electromagnetic Applications · doi:10.1590/2179-10742017v16i3965 · Cited by 12 · cited 1× · see citing works
“The literature shows that some energy management applications use a middleware platform [16], [17], [18], [19], [20].”
BackgroundHan, J., Choi, C.-S., & Lee, I. (2011) · 2011 IEEE International Conference on Consumer Electronics (ICCE) · doi:10.1109/icce.2011.5722779
Smart home energy management system including renewable energy based on ZigBee and PLC
Han, J., Choi, C.-S., Park, W.-K., et al. (2014) · 2014 IEEE International Conference on Consumer Electronics (ICCE) · doi:10.1109/icce.2014.6776125
Flagged first, then by citations
Research works printed but not linked: 2
- Nagalakshmi, 2017, Design and implementation of Aurdino based smart home energy management system using renewable energy resources, Int. J. ChemTech Res., 10, 696
- 2021, JMeter
Cited by
Sorted by citations
Yıldırım, F., Yalman, Y., Bayındır, K. Ç., & Terciyanlı, E. (2025) · Applied Sciences · doi:10.3390/app15084592 · Cited by 63 · see citing works
“[207] developed a customizable home energy management system (HEMS) middleware platform that is based on microservice architecture and low-cost hardware.”
General Overview and Proof of Concept of a Smart Home Energy Management System Architecture
Motta, L. L., Ferreira, L. C. B., Cabral, T. W., Lemes, D., Cardoso, G. D. S., Borchardt, A., Cardieri, P., Fraidenraich, G., de Lima, E. D., Neto, F. B., et al. (2023) · Electronics · doi:10.3390/electronics12214453 · Cited by 24 · see citing works
Self-citationStogia, M., Naserentin, V., Dimara, A., et al. (2024) · Applied Sciences · doi:10.3390/app142411834 · Cited by 27 · see citing works
Energy Consumption in Microservices Architectures: A Systematic Literature Review
Araújo, G., Barbosa, V., Lima, L. N., Sabino, A., de Brito, C. E. F., Fé, I., Rêgo, P. A. L., Choi, E., Min, D., Nguyễn, T. A., et al. (2024) · IEEE Access · doi:10.1109/access.2024.3389064 · Cited by 22 · see citing works
“The studies by Fontana Nardin et al. [12] and Ferreira et al. [35] investigate strategies for optimizing energy usage by periodically adjusting resource allocation to suit application demands, focusing on models that efficiently manage resources to reduce energy consumption.”
High-Reliability Load Recognition in Home Energy Management Systems
Cabral, T. W., Lemes, D. A. M., Fraidenraich, G., et al. (2023) · IEEE Access · doi:10.1109/access.2023.3262128 · Cited by 12 · see citing works
Self-citationModular middleware for IoT: scalability, interoperability and energy efficiency in smart campus
Gutierrez, R., Villegas-Ch, W. E., & Govea, J. (2025) · Frontiers in Communications and Networks · doi:10.3389/frcmn.2025.1672617 · Cited by 8 · see citing works
A Review of Emerging Trends in Energy Data Management Systems
Karagiannis, V., Nagy, B., Jodkowski, A., et al. (2024) · International Conference on Internet of Things: Systems, Management and Security (IOTSMS) · doi:10.1109/iotsms62296.2024.10710289 · Cited by 6 · see citing works
“Ferreira et al. [49] propose an energy management system for smart homes utilizing microservices and edge computing resources.”
BackgroundEdgeHEM: Sparse Federated Reinforcement Learning for Home Energy Management at the Edge
Li, Y., Chen, X., & Wang, Y. (2025) · IEEE Transactions on Smart Grid · doi:10.1109/tsg.2025.3598438 · Cited by 5 · see citing works
“Recent efforts [23], [24], [25], [26] have introduced the concept of edge computing into energy management systems by deploying basic RL algorithms on Raspberry Pi devices with Internet-of-Things (IoT) technology.”
Kazemi, M., Papadimitriou, C. N., Paterakis, N. G., et al. (2025) · IEEE Transactions on Industry Applications · doi:10.1109/tia.2025.3576745 · Cited by 4 · see citing works
“Middleware utilizing edge computing and microservices reduces latency and maintains functionality despite potential internet disruptions [14].”
Energy Consumption in Microservices Architectures: A Systematic Literature ReviewPreprint
Araújo, G., Sabino, A., Lima, L. A. D. P., Costa, V., de Brito, C. E. F., Rêgo, P. A. L., Fé, I., & Silva, F. A. (2023) · Research Square · doi:10.21203/rs.3.rs-3069141/v1 · Cited by 3 · see citing works
Microsegmentation for containerized microservices in edge computing
Olotu, S. I., Oronti, A. O., & Alese, B. K. (2025) · Elsevier eBooks · doi:10.1016/b978-0-443-34109-0.00011-5 · Cited by 2 · see citing works
Chen, Y. (2023) · Asia Conference on Power and Electrical Engineering (ACPEE) · doi:10.1109/acpee56931.2023.10135910 · Cited by 2 · see citing works
“In the context of the explosive growth of perceived data volume and communication demand of distributed resources, problems such as uneven communication system performance, uneven computing power of network nodes, low network utilization rate, bandwidth saturation and delay jitter of heterogeneous communication networ…”
BackgroundAdaptability of Microservices Architecture in IoT Systems : A Comprehensive Review
Akhdar, A. E., Baidada, C., & Kartit, A. (2024) · doi:10.1145/3659677.3659734 · Cited by 2 · see citing works
A pluggable module for enabling a trusted edge device management system based on microservice
Lee, S., & Liu, J. W. S. (2023) · Journal of Communications and Networks · doi:10.23919/jcn.2023.000023 · Cited by 3 · see citing works
Evaluation of a Smart Intercom Microservice System Based on the Cloud of Things
Huang, H.-Y., Fanjiang, Y., Hung, C.-H., et al. (2023) · Electronics · doi:10.3390/electronics12112406 · Cited by 1 · see citing works
A Survey of Home Energy Management Systems and their Efficacy in South Africa
Madushele, N., & Tabakov, P. Y. (2024) · Conference on Information Communications Technology and Society (ICTAS) · doi:10.1109/ictas59620.2024.10507129 · Cited by 1 · see citing works
“Ferreira et al. highlighted a prevailing trend in the literature, wherein cloud computing methodologies dominate the communication network layer within the architecture of HEMSs [12].”
BackgroundMusa, A. A., Musa, U. S., Sai, A. M. V. V., & Yu, W. (2025) · Elsevier eBooks · doi:10.1016/b978-0-44-326572-3.00012-7 · Cited by 1 · see citing works
Cabral, T. W., Mendes, G., Bauer, F., et al. (2023) · doi:10.14209/sbrt.2023.1570923175
Self-citationGit-Enabled Middleware for Data Change Management on Network Devices Configuration
Santoso, B. J., Ijtihadie, R. M., Andiyar, M. F. D., et al. (2023) · doi:10.1109/iceeie59078.2023.10334780
“Ferreira et al [10] present a middleware for energy management systems based on the concept of edge computing for smart homes.”
BackgroundProposta e desenvolvimento de um template de middleware para internet das coisas (IoT)
Cardoso, G. D. S. (2023) · doi:10.47749/t/unicamp.2023.1374925
Self-citationEMsaaS: A Decentralized Marketplace for Microservices on Edge
Chattopadhyay, S., Gupta, A., & Misra, S. (2025) · ACM Transactions on Internet of Things · doi:10.1145/3767741
Building Omnichannel Intelligent Virtual Assistants
Zumba, P. F. P., Mejia, D., Duque-Espinoza, G., et al. (2025) · Communications in computer and information science · doi:10.1007/978-3-032-06336-6_7
A Lightweight AI-Enabled Container Middleware for Edge Cloud Architectures
Kumar, N., Sharma, S., Dubey, A., Devi, K., & Balusamy, B. (2026) · Advances in Science, Technology & Innovation/Advances in science, technology & innovation · doi:10.1007/978-3-031-96265-3_6
Miao, Z., Cai, X., Chen, L., et al. (2026) · IEEE Transactions on Networking · doi:10.1109/ton.2026.3662425
“For example, it optimizes real-time energy distribution [5], [6] and enhances logistics operations [7], [8].”
Agarwal, R., & Gupta, V. (2025) · doi:10.1109/aectsd65988.2025.11411315
“This study introduces a middleware of the energy management system based on the concept of EC of smart homes [4].”
Development of an IoT-enabled smart plug for intelligent energy monitoring in household appliances
Yeboah, E. A., Kwegyir, D., Ajiboye, P. O., et al. (2026) · Journal of Electrical Systems and Information Technology · doi:10.1186/s43067-026-00370-w
Dias, K. M., Rodrigues, J. P. S., Rohmer, E., et al. (2026) · doi:10.5753/sbrc.2026.19974
Architectural Foundations for Multi-Agent Internet of Robotic Things: A Literature Review
Mota, F. A. O., & Rohmer, E. (2026) · RCMOS - Revista Científica Multidisciplinar O Saber · doi:10.51473/rcmos.v1i2.2026.2971
- Authors
- Ferreira, L. C. B. C., Borchardt, A. D. R., Cardoso, G. D. S., Mendes Lemes, D. A., Sousa, G. R. D. R. D., Neto, F. B., de Lima, E. R., Fraidenraich, G., Cardieri, P., & Meloni, L. G. P.
- Affiliations
- Universidade Estadual de Campinas (UNICAMP) (BR)
- Department of Communications, School of Electrical and Computer Engineering, University of Campinas (FEEC), São Paulo, Campinas, Brazil
- Companhia Paranaense de Energia, Curitiba, Parana, Brazil
- Department of Hardware Design, Instituto de Pesquisa Eldorado, São Paulo, Campinas, Brazil
- ORCID
- Venue
- IEEE Access
- Published
- 2022
- Volume
- 10
- Pages
- 109663-109676
- ISSN
- 2169-3536 (ISSN-L)
- OpenAlex
- W4312365983
- Cited by
- 28
- References
- 31
- Citations by year
- 2026: 5 · 2025: 9 · 2024: 5 · 2023: 9
- FWCI
- 2.54
- Type
- journal article
- Language
- en
- Open access
- gold
- doi.org
- Locations
- IEEE Access (publishedVersion, cc-by)
- DOAJ (DOAJ: Directory of Open Access Journals) (submittedVersion, cc-by-sa)
- Greater South Information System
- Funders
- Copel (PD-02866-0508/2019)
- Topics
- Physical Sciences › Computer Science › Computer Networks and Communications › IoT and Edge/Fog Computing
- Physical Sciences › Engineering › Electrical and Electronic Engineering › IoT-based Smart Home Systems
- Physical Sciences › Engineering › Electrical and Electronic Engineering › Smart Grid Energy Management
- Keywords
- edge computing, microservices, middleware, home energy management systems, home automation, embedded systems, resource-constrained devices, low-cost hardware, reference architecture, low latency
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Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
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