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Recent literature (2021–2025) — compact table
Study (author, year)
Focus / approach
Key contribution / finding
Quick note (strength / limitation)
Citation
Elargoubi et al., 2024
Survey of modern HEMS algorithms
Reviews advances in MPC, ML and hybrid controllers; highlights CO₂ & cost gains and shortage of long-term field studies.
Up-to-date algorithmic view; notes validation gap.
ScienceDirect
Singh et al., 2024 (Sci Rep)
ML for energy management & forecasting
Demonstrated ML (SVR and variants) improves forecast accuracy and overall microgrid/HEMS performance.
Strong ML results; mostly simulation/bench datasets.
Nature
Zini et al., 2024
ML-based energy monitoring / NILM methods
Presents systematic ML procedure for reliable monitoring (useful for HEMS sensing & decision-making).
Useful for measurement & data-driven control; needs large-scale tests.
ScienceDirect
Daly / IEA-4E market scan, 2025
HEMS market & product scan
Global scan of residential HEMS products, definitions, and deployment barriers (interoperability, business models).
Practical industry-oriented; excellent for real-world constraints.
4E Energy Eff.
Rehman, 2025 (Springer review)
Systematic review of energy-management models (2018–2024)
PRISMA-based synthesis of model types used in smart homes; highlights trend toward hybrid ML+MPC approaches.
Systematic & recent; covers 2018–2024 literature window.
SpringerLink
“MPC for residential demand flexibility”, 2023
MPC applied to residential DERs (case study)
Shows MPC yields significant demand flexibility and cost savings when coordinating PV, ESS and loads.
Case study with measured benefits; depends on forecast quality.
ScienceDirect
Cai et al. / SARLEM project (learning-based MPC), 2022–2023
RL + MPC for HEMS (thermal/hot-water control)
Proposes MPC-stabilized RL that balances comfort and energy objectives; improves robustness.
Novel control theory + simulations; limited field validation.
ResearchGate
TODEREAN et al., 2025 / Demand response review
Recent DR strategies & optimization for buildings
Surveys DR optimization methods and integration with building energy systems.
Good for DR-centric HEMS design and aggregator roles.
ScienceDirect
Ruano et al., 2024 (HEMS datasets)
HEMStoEC database & data resource paper
Publishes datasets for NILM/HEMS evaluation (NILMforIHEM, HEMS2IEA) to support reproducible research.
Important data resource to validate algorithms.
Nature
MDPI / Sustainability 2024 (MPC + PV+EV+BESS)
MPC strategies for smart homes with PV, EV, BESS
Scenario-based MPC to mitigate prediction errors; shows economic benefits when uncertainty handled.
Practical control approach for real installations.
MDPI
Advantages (recent-evidence)
Advantage
Why (brief)
Improved cost savings & tariff optimization
MPC/ML schedulers reduce bills by shifting loads/using PV+ESS.
Better forecast-driven decisions (lower mismatch)
ML forecasting reduces PV/load prediction errors, improving controller outcomes.
Enables demand response & grid services
HEMS can provide flexibility to aggregators (recent DR optimization studies).
Growing availability of datasets & product maturity
New datasets and market scans accelerate validation and commercial deployment.
Disadvantages / challenges (recent-evidence)
Challenge
Why (brief)
Real-world validation gap
Many advances (ML+MPC, RL) are tested in simulation or small pilots, not long-term field deployments.
Forecast uncertainty & robustness
Prediction errors degrade MPC performance unless scenario/stochastic methods used.
Interoperability & market/business barriers
Commercial HEMS products vary; standards and business models remain barriers to wide adoption.
Data/privacy concerns
Fine-grained monitoring raises data governance issues (implicit across market and data papers).
Common applications / use-cases (recent demos)
Application
Typical goal / recent evidence
Residential cost minimization (PV+ESS+EV integration)
MPC & scenario-based methods show reduced bills when integrating DERs.
MDPI +1
Forecast-driven scheduling & NILM-enabled awareness
ML/NILM used to improve sensing & occupant feedback.
ScienceDirect +1
Demand response participation / aggregator services
Recent DR reviews show methods for households to provide flexibility.
ScienceDirect
Robust/resilient HEMS for outages or extreme events
MPC + planning for resilience (recent case studies/research).
ResearchGate +1
HEMS
by suriya
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