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Changelog

All notable changes to this project will be documented in this file. If you make a notable change to the project, please add a line describing the change to the "unreleased" section. The maintainers will make an effort to keep the Github Releases page up to date with this changelog. The format is based on Keep a Changelog.

v3.2 - 2026-01-29

  • Features and updates:
    • WakeLosses updates
      • Option added to the WakeLosses analysis method to correct for freestream wind speed heterogeneity across a wind plant when estimating internal wake losses. The method relies on a user-provided freestream wind speedup csv file. The wake loss example notebook has been updated to illustrate how to use this option.
      • WakeLosses analysis method updated to flag and exclude unrealistic turbine wind speed measurements
    • MonteCarloAEP updates
      • Add an n_jobs input to the Monte Carlo AEP method to allow for the underlying models to be parallelized during each iteration for faster ML model computation.
      • Add an apply_iav input to the Monte Carlo AEP analysis method to toggle the addition of the IAV factor at the end of the analysis.
      • Add a progress_bar flag to MonteCarloAEP.run() to allow for turing on or off the simulation's default progress bar.
    • Option added to the IEC power curve model in the openoa/utils/power_curve/functions module to linearly interpolate power between wind speed bin centers
    • Implement missing compute_wind_speed in openoa/utils/met_data_processing.py and apply it to the PlantData reanalysis validation steps in place of the manual calculation.
    • Functions for downloading hourly ERA5 and MERRA-2 reanalysis data added to the openoa/utils/downloader module.
  • Fixes:
    • Add a default value for PlantData's asset_distance_matrix and asset_direction_matrix to ensure projects not utilizing location data are compatible.
    • Fix miscellaneous pandas warnings.
    • Rerun pre-commit and update code styling for adherence to 3.10+ standards.
    • Replace mutable default arguments with None and handle Nones internally.

v3.1.4 - 2026-01-29

  • During the custom test collection, convert the Path objects to str to avoid issues with the type enforcement of list[str] for args in Pytest v9.
  • Update PyGAM minimum version for its latest update that includes Python 3.10-3.13 support.
  • Remove maximum version pins for scipy and statsmodels with the support of the latest Python versions.
  • Adds a maximum version for scikit-learn for a change in their __sklearn_tags__ support.
  • Deprecate support for Python 3.8 and 3.9, with additional support for Python 3.12 and 3.13.
  • Update the min and max versions to test in the testing CI workflow.
  • Utilizes pytest xfail and subtests to manange intermittent and finnicky test failures until a long-term solution can be implemented.
  • Pin Pandas maximum version to the 2.x release cycle.

v3.1.3 - 2025-01-31

  • Pin SciPy to >= 1.7 and <1.14 to avoid an incompatibility error with PyGAM.
  • Updates the Anaconda recommendation to alert users to the fact that Anaconda is no longer technically free, and so commercial users should consider Miniforge or Miniconda installations.

v3.1.2 - 2024-05-24

  • Updates the GitHub Actions workflows to use the latest versions of their workflow dependencies.
  • Changes a reference from the old MonteCarloAEP._hours_in_res to the new MonteCarloAEP.resample_hours.
  • Adds a step to filling in gaps in a time series that checks to see if there were any missing data, which helps avoid Pandas warnings.

v3.1.1 - 2024-04-05

  • Patches pyproject.toml's package data specification to include openoa in the valid packages to install.

v3.1 - 2024-03-14

  • Updated compatibility with Pandas datetime offsets. All uppercase offset strings representing one hour or less have been replaced with the lowercase version. This stems from an update in the Pandas frequency API that breaks in 2.2.0. See the below changes to update frequency settings. The soon-to-be-deprecated style from Pandas will continue to be supported in OpenOA, but will display a DeprecationWarning with support extending until OpenOA v4.
    • M -> ME (MS still allowed)
    • H -> h
    • T -> min
    • S -> s
    • L -> ms
    • U -> us
    • N -> ns
  • Replaced the "ME" default time basis with "MS" to maintain consistency with the examples.
  • Fixes a bug in the frequency validation where a monthly frequency offset is attempted to be converted into seconds. Prior to Pandas 2.0 this was supported, but "M" would return 1 minute, so OpenOA will no longer attempt to convert "ME" or "MS", which are unsupported or incorrect, respectively.
  • Python 3.11 is now supported.
  • Updates the dependency requirements to minimize the number of required packages, and have a more expansive list of modifiers. Users can now use any combination of pip install openoa[examples, develop, docs, nrel-wind, reanalysis] to ensure the appropriate packages are installed for their workflow.
  • Adds a --unit and --regression flag for running pytest that works in addition to pytest test/unit or pytest test/regression.
  • Converts some configuration files into pyproject.toml settings to reduce visual clutter at the top-level of the directory.
  • Updates chained .loc expressions to be a single .loc expression in project_ENGIE.py to silence a Pandas deprecation warning about future changes.
  • Adds a missing NaN assignment to project_ENGIE.py:clean_scada, which causes a slight change in results for the TIE and wake loss regression tests.
  • openoa.utils.timeseries.gap_fill_data_frame() now returns the original data if there is no data to fill in, avoiding a Pandas concat deprecation warning about pending behavioral changes.
  • The turbine capacity value used for power curve filtering in TurbineLongTermGrossEnergy is changed to the rated power from the asset table instead of the maximum power from SCADA. This makes the power curve filtering more robust to turbine power outliers above rated power.
  • Fixed a minor bug in the Cubico example workflow that caused the download of reanalysis data without checking for its existence, unlike what is done with the project data.
  • Updates the README file and documentation site homepage to be more user friendly.

[3.0.1 - 2023-12-22]

  • Includes warnings about limitations and lack of validation of static yaw misalignment method.

v3.0 - 29 September 2023

Please see the updated documentation for a complete overview of the new and improved OpenOA. Much will look familiar, but using the library should now be much more streamlined, and usage should be significantly faster.

Features

PlantData and PlantMetaData

  • from openoa import PlantData
  • The PlantData class has been entirely reorganized around attrs dataclasses and direct use of Pandas data frames. For more details on usage, please check the examples page of the documentation or the updated API documentation for details.
  • PlantData now validates user data based on the data schema provided by the user through the PlantMetaData object. See the links above for details and usage, which means no more need to subclass PlantData and write a custom prepare method. Now users simply define their data schema, and PlantData is able to do all of the work and validate the data.
  • IEC 61400-25 tag names are now used throughout the code base for column naming/calling conventions
  • The package name is changed from operational_analysis to openoa to be more consistent with how we expect to import OpenOA!
  • Common methods are now readily available through PlantData, such as PlantData.turbine_ids, PlantData.tower_ids, PlantData.turbine_df("turb_id"), or PlantData.tower_df("tower_id")
  • Better __repr__ methods for PlantData and PlantMetaData.
    • Improved __repr__ methods that can detect Jupyter Notebooks or terminal usage to print as a string or as markdowns.
    • Printing a PlantData object now provides a high level statistical summary of each of the datasets in PlantData, alongside other key variables.
    • Printing a PlantMetaData object now shows the default or provided column mapping with the associated expected dtypes and units, alongside other key variables.
    • Creating a class will take all of the same parameters, moving all data validation parameters to the front of the arguments for each class, so check your class initializations when changing versions.
    • AnalysisClass.run() now takes all of the same arguments as the class initialization, except for those that modify what data will be validated. For example, MonteCarloAEP has arguments reg_temperature and reg_wind_direction, which flag if additional columns should be present in the reanalysis data, therefore modifying the data validation requirements. As such, they will not be able to updated in run(), and a new analysis class instance will need to be created.
    • reanalysis_subset is being replaced with reanalysis_products in all cases to use a consistent naming convention across classes.
  • Analysis requirements and minimum schema have been provided in the openoa/schema library. To review a dictionary of the minimal data requirements for an anaylsis, users may view the ANALYSIS_REQUIREMENTS found in openoa/schema/metadata.py, or be importing it and viewing as a dictionary from openoa.schema.metadata import ANALYSIS_REQUIREMENTS. Alternatively there is a simple landing page for analysis-specific schema files available in the schema readme

Analysis Classes

  • from openoa.analysis import MonteCarloAEP

  • A static yaw misalignment analysis class StaticYawMisalignment has been added to estimate static yaw misalignment as a function of wind speed for individual wind turbines using turbine-level SCADA data

  • A new WakeLosses analysis class has been added to estimate wake losses utilizing either turbine-level or met-tower level wind conditions.

  • Hard-coded reanalyis product abbreviation requirements in the analysis classes have been moved to check that the provided abbreviations match the reanalysis abbreviations used for the PlantData.reanalysis dictionary keys.

  • A deep copy of the original PlantData object is now stored in the analysis class so that the project data is stable between uses, allowing more flexibility for users running a variety of analyses.

  • Analysis classes are now attached to PlantData at the time of import, maintaining the same behavior as a standalone analysis class import. For example, the following two import patters produce the same results

    from openoa import PlantData
from openoa.analysis import WakeLosses

kwargs = {
  metadata="path_to_metadata",
  scada="scada data or path to CSV file",
  meter="meter data or path to CSV file",
  tower="tower data or path to CSV file",
  asset="asset data or path to CSV file",
  reanalysis={"product_key": "data or path to CSV file"},
  status="status data or path to file",
  }
project = PlantData.from_dict(kwargs)

# Original pattern, that is still in operation
wake_classic = WakeLosses(project)

# New, equivalent pattern
wake_new = project.WakeLosses()

  • All analysis inputs are able to be provided at the initialization or run level, allowing more flexibility for when analyses are designed and modified. Additionally, the analysis defaults are set at initialization, so settings are only changed between runs if the users specifies a change.

  • The only settings that cannot be modified in an analysis run are those that change the underlying data settings, which will now require a new analysis method. See the following example:

    from openoa import PlantData

project = PlantData()  # note: kwargs must actually be provided to create a PlantData object

# Use and validate of the SCADA temperature data
aep = project.MonteCarloAEP(reg_temperature=True)

# No longer allowed because this adds a new wind direction data requirement, which may
# not have been validated
aep.run(reg_wind_direction=True)

# New method for running variations on the underlying data, which do not modify the original
# project data in any way
aep_temp = project.MonteCarloAEP(reg_temperature=True)
aep_wd = project.MonteCarloAEP(reg_wind_direction=True)

# Compare your results
...

  • TurbineLongTermGrossEnergy.filter_turbine_data was cleaned up for a minor gain in efficiency and readability.

Utils (formerly tools)

  • tools has been renamed to utils
  • pandas_plotting has been renamed to plot, and a new, more customizable plotting API has been implemented allowing for publication-quality figures to be generated with ease.
  • Added downloader utils module containing functions for downloading generic files from the web, downloading files from Zenodo, and downloading monthly-resolution ERA5 and MERRA2 data.
  • Nearly all methods can operate on a Pandas DataFrame with provided column names, or pandas Series for the parameters, and return back the data in the same manner.
  • Massive spedups across the board by using the most efficient Pandas and/or NumPy code under the hood to power the same methods with a more polished and robust interface.

Documentation

  • Updated documentation for users and contributors in the Getting Started section.
  • New and improved contributing guide.
  • All notebooks have been updated to use our new API and demonstrate its usage.
  • New notebooks dedicated solely to introducing new concepts.
  • Added example notebook "02c_plant_aep_analysis_cubico.ipynb" that demonstrates creating a PlantData object and running AEP analysis for two Cubico wind plants (Kelmarsh and Penmanshiel) using open data downloaded from Zenodo
  • The new 06_wake_loss_analysis example notebook highlights the new WakeLosses analysis class using the La Haute Borne data.
  • The new 07_static_yaw_misalignment example notebook demonstrates the application of the yaw misalignment method using the example La Haute Borne data

General Improvements

  • Upgrading past major versions of Scikit-Learn (1.0) and Pandas (2.0), in conjunction with their own dependencies, caused small divergences in the MonteCarloAEP analysis method with Daily GBM, and the Wake Losses analysis method with UQ. The magnitude of the differences are small compared with the magnitude of the output.
  • In general, OpenOA is now moving away from pinning the maximum dependency version, and will stick to defining minimum dependencies to ensure modern API usage is supported across the software.

Deprecations

  • The following methods have been removed from the plotting library, utils/plot.py given that they have either been replaced with newer methods or have been unused and unmaintained for long enough that their original intent is lost. If you still use any of these, please let us know in the Issues, and we'll be happy to bring it up to date:
    • plot_array
    • subplot_powerRose_array
    • powerRose_array
    • subplot_c1_c2
    • subplot_c1_c2_flagged
    • subplot_c1_c2_raw_flagged
    • subplt_power_curve
    • turbine_polar_line
    • turbine_polar_4Dscatter
    • turbine_polar_contourf
    • turbine_polar_contour

3.0rc2

  • Everything from release candidate 1
  • IEC 61400-25 tag names are now used throughout the code base for column naming/calling conventions
  • Wake Loss Method now released(!) and available via: from openoa.analysis import WakeLosses.

3.0rc1

  • The package name is changed from operational_analysis to openoa to be more consistent with how we expect to import OpenOA!
  • PlantData is now fully based on attrs dataclasses and utilizing the pandas DataFrame for all internal data structures
    • PlantData can now be imported via from openoa import PlantData
    • By using attrs users no longer have to subclass PlantData and create their own PlantData.prepare method.
    • Users can now bring their own column naming, and provide a metadata definition so columns are mapped under the hood through the PlantMetaData class (see Intro Example for more information!)
    • PlantData.scada (or similar) is now used in place of accessing the SCADA (or similar) dataframe
    • v2 ReanalysisData and AssetData methods have been absorbed by PlantData in favor of a unified data structure and means to operate on data.
    • v2 TimeSeriesTable is removed in favor of a pandas-based API and data usage
  • openoa has a new import structure
    • PlantData is available at the top level: from openoa import PlantData
    • tookits -> utils via from openoa.utils import xx
      • pandas_plotting -> plot
      • quality_check_automation -> qa (formerly located in methods)
    • methods -> analysis via from openoa.analysis import xx
  • Convenience methods such as PlantData.turbine_ids or PlantData.tower_df(tower_id="x") have been added to address commonly used code patters
  • Analysis methods are now available through from openoa.analysis import <AnalysisClass>
  • A wake loss analysis class WakeLosses has been added to estimate operational wake losses using turbine-level SCADA data
    • The new 06_wake_loss_analyis example notebook demonstrates how to use the wake loss analysis method
  • Renamed compute_shear_v3 to compute_shear and deleted old version of compute_shear.
  • The utils subpackage has been cleaned up to take both pandas DataFrame and Series objects where appropriate, refactors pandas code to be much cleaner for both performance and readability, has more user-friendly error messages, and has more consist outputs
  • openoa.utils.imputing.correlation_matrix_by_id_column has been renamed to openoa.utils.imputing.asset_correlation_matrix
  • A new 00_x example notebook is replace the 1a/b QA examples to highlight how the project_ENGIE.py methods are created. This creates an example for users to work with and significantly more details on how to use the new PlantData and PlantMetaData methods.
  • Documentation reorganization and cleanup

[2.3 - 2022-01-18]

  • Replaced hard-coded reanalysis dates in plant analysis with automatic valid date selection and added optional user-defined end date argument. Fixed bug in normalization to 30-day months.
  • Toolkit added for downloading reanalysis data using the PlanetOS API
  • Added hourly resolution to AEP calculation
  • Added wind farm plotting function to pandas_plotting toolkit using the Bokeh library
  • Split the QC methods into a more generic WindToolKitQualityControlDiagnosticSuite class and WTK-specific subclass: WindToolKitQualityControlDiagnosticSuite.
  • Updated filter algorithms in AEP calculation, now with a proper outlier filter

[2.2 - 2021-05-28]

  • IAV incorporation in AEP calculation
  • Set power to 0 for windspeeds above and below cutoff in IEC power curve function.
  • Split unit tests from regression tests and updated CI pipeline to run the full regression tests weekly.
  • Flake8 with Black code style implemented with git hook to run on commit
  • Updated long-term loss calculations to weight by monthly/daily long-term gross energy
  • Added wind turbine asset data to example ENGIE project
  • Reduce amount of time it takes to run regression tests by decreasing number of monte carlo iterations. Reduce tolerance of float comparisons in plant analysis regression test. Linear regression on daily data is removed from test.
  • Bugfixes, such as fixing an improper python version specifier in setup.py and replacing some straggling references to the master branch with main.

[2.1 - 2021-02-17]

  • Modify bootstrapping approach for period of record sampling. Data is now sampled with replacement, across 100% of the POR data.
  • Cleaned up dependencies for JOSS review. Adding peer-reviewed JOSS paper.
  • Add Binder button to Readme which makes running the example notebooks easier.
  • Set maximum python version to 3.8, due to an install issue for dependency Shapely on Mac with Python 3.9.

[2.0.1 - 2020-10-13]

  • Replaced GeoPandas functionality with pyproj and Shapely for coordinate reference system conversion and distance measurements.
  • Moved and renamed tests and updated the documentation accordingly.

[2.0.0 - 2020-08-11]

  • Switch to semantic versioning from this release forward.
  • Efficiency improvements in AEP calculation
  • Energy Yield Analysis (EYA) added to Operational Assessment (OA) Gap Analysis method
  • Uncertainty quantification for electrical losses and longterm turbine gross energy
  • Implemented open source Engie example data
  • Complete update of example notebooks
  • Switch to standard BSD-3 Clause license
  • Automated quality control method to assist with data ingestion. Tools in this method include daylight savings time change detection and identification of the diurnal cycle.
  • Add electrical losses method
  • Method for estimating long-term turbine gross energy (excluding downtime and underperformance losses)
  • CI pipeline using Github Actions includes regression testing with Pytest, code coverage reporting via CodeCov, packaging and distribution via Pypi, and automatic documentation using ReadTheDocs.

[1.1] - 2019-01-29

  • Python3 Support
  • Addition of reanalysis schemas to the Sphinx documentation
  • Easy import of EIA data using new module: Metadata_Fetch
  • Updated contributing.md document
  • Quality checks for reanalysis data
  • Improved installation instructions
  • Integration tests are now performed in CI
  • Performed PEP8 linting

[1.0] - 2018-12-06

  • Refactor many analysis and toolkit modules to make them conform to a standard API (init, prepare, and run method).
  • Timeseries Table is now an integrated component, no sparkplug-datastructures dependency
  • Plant Level AEP method w/ Monte Carlo
  • Turbine / Scada level toolkits: Filtering, Imputing, Met, Pandas Plotting, Timeseries, Unit Conversion
  • Most toolkits and all methods are fully documented in Sphinx.
  • Two example notebooks: Operational AEP Analysis and Turbine Analysis
  • All toolkits except for Pandas Plotting have > 80% test coverage.