Thanks to
@Repro and the post
here, I configured my system for ESS. There are disadvantages (e.g. I can't connect to 120v single-phase, which includes my generator), but I'm hanging out here in AZ for a while and my solar is unable to keep up with my loads, largely due to shading.
Previously, I had the Victron set to connect to shore below 50% SoC, which engaged the charging up to a set voltage (can't do a set SoC) which ended up being around 65% SoC ... and the solar would fill in the gaps. This kinda accomplishes the goal, but the SoC at which the charging from shore stopped wasn't accurate (60-70% SoC) and it wouldn't happen at the best time of the day so that I'd reach 100% SoC for balancing purposes, etc. etc... it's just not particularly elegant.
Enter Victron ESS. I thought I couldn't use this feature because I wasn't using Victron batteries -- but that's false. While there are a couple of limitations by using my own batteries, they're not important (I don't even remember what those limitations are). The configuration says "don't let the batteries go below 50%; if they do, use shore power to provide energy for the AC loads. Don't charge the batteries. The PV will charge the batteries. If the batteries aren't hitting 100%, change the threshold up 5% every day until you hit 100% from PV charging" ... so basically this becomes a "self consumption" system whereby it (optionally) gets the batteries to 100% every day so they have a chance to balance but also reserves enough for a blackout scenario. The numbers are fairly configurable. This configuration can also feed the grid with excess power if you're able to do so (I don't). The downside, as I said, is that this requires "switch as group" to be turned on which means my shore connection must be 240v. Fine for now. If I need to turn off ESS, I have to cause a couple of blackouts inside as the inverters need to be rebooted. It's a fair amount of configuration - not just a simple switch. Not something I'd want to do frequently.
Observing the system is interesting ... it constantly draws a (configurable) small amount of power from the grid at all times - it basically stays connected so that it can handle surges via the grid instead of the inverters, which provides a better experience than the inverters can while on battery alone. It's also how power can be sent back into the grid, if so configured. I have seen small amounts of power feed back into the grid during large transitions of power usage (e.g. air conditioning turning off), where the AC input reads -150 watts or so for a couple of seconds. From what I've read, that's not really an issue except in rare locations where the power company's meters will shut down if they detect backfeeding.
So, my system is dynamically learning where to set the floor of the SoC so that it reaches 100% (can be due to weather changes or load changes, etc). I'm now drawing the bare minimum from shore to stay above 50% and still have enough for blackouts. It's a "self-consumption" system, and would be a really cool setup (Tesla Powerwall style) for a solar/battery/grid-connect system, providing backup capabilities and dumping excess power into the grid. It works with DC-coupled and/or AC-coupled solar.
That was fun to learn and see in action! My stats are always here:
https://vrm.victronenergy.com/installation/76892/share/d5bbdd04