Intelligent formula instrument and operation method thereof

By integrating hardware and software, the intelligent formula analyzer solves the problems of high technical threshold, long time consumption, large error and insufficient compatibility in formula research, and realizes fully automated and efficient and accurate formula operation, which is suitable for large-volume containers such as Erlenmeyer flasks and fermenters.

CN121385341APending Publication Date: 2026-01-23郝玉有
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Patent Information

Application Number
CN202511701259.3
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-11-19
Publication Date
2026-01-23

AI Technical Summary

Technical Problem

Existing technologies in formulation research suffer from high technical barriers, long processing times, large errors, and insufficient compatibility, especially in meeting the needs for automated sample addition and full-process automation in large-volume containers such as Erlenmeyer flasks and fermenters.

Method used

A smart dispensing instrument was designed, integrating hardware modules (such as an information interaction display screen, electrical control components, an 8-channel metering pump, a container identification module, a liquid dispensing execution module, and a liquid replenishment module) and software modules (such as DOE experimental design, automatic calculation, data analysis, and report generation), realizing multi-factor synchronous liquid dispensing, AI analysis, and full-process automation.

Benefits of technology

It lowers the technical threshold, improves operational efficiency and accuracy, achieves full-process automation, adapts to different container types, reduces human error and R&D costs, and meets the compliance requirements of industries such as pharmaceuticals and food.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention discloses an intelligent formula instrument and an operation method thereof, and relates to the technical field of experimental equipment. The intelligent formula instrument comprises a hardware module and a software module, wherein the hardware module comprises an eight-channel high-precision metering pump, a container identification unit and a liquid supplementing unit; the software module comprises a DOE experiment design module, an automatic calculation module, an AI analysis module, a report generation module and an expansion compatibility module; the operation method comprises the steps of experimental scheme setting, automatic formula generation, container identification and liquid preparation, experimental result analysis, report generation and expansion operation. The technical threshold of the DOE experiment is lowered, synchronous sample adding of multi-factor solutions is achieved, a large-size open container is adapted, the whole process is automatic, the experiment efficiency and precision are improved, errors and cost are reduced, the device is suitable for formula research of multiple industries such as biology, medicine and food, and the blank of large-size sample adding and intelligent analysis integrated equipment on the market is filled.
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Description

Technical Field

[0001] This invention relates to the field of experimental equipment technology, specifically to an intelligent formula analyzer and its operating method. Background Technology

[0002] Formulation research is the core foundation of trillion-dollar industries such as pharmaceuticals, food, cosmetics, and materials. The DOE method, as the best tool for formulation research, uses mathematical statistics to arrange experiments and analyze data. It can identify the influence of individual factors and capture the interaction of multiple factors, finding the optimal combination of factors with the fewest number of experiments. It is a key means for product quality improvement, design and development, and process optimization.

[0003] Traditional DOE experiments rely on manual operations, which have four core problems: High technical threshold: The DOE method requires a strong foundation in mathematical statistics. Experimenters need to independently complete experimental design, dosage calculation, data processing, analysis and derivation, and report writing. 90% of experimenters find it difficult to master. The operation is time-consuming: manual weighing is cumbersome. For example, a 6-factor, 2-level full factorial experiment requires at least 192 weighings, which takes more than half a day. High risk of error: Manual operation is prone to errors such as omission or duplicate addition, and the use of graduated cylinders as measuring instruments results in low measurement accuracy, leading to poor reliability of experimental data; Insufficient compatibility: Existing automated equipment has limitations. Automated liquid handling workstations are only compatible with small containers such as microplates and test tubes, with dispensing volumes mostly within 1000ul, and require individual sample addition, making them unsuitable for the simultaneous multi-factor dispensing requirements of DOE experiments. Large-volume dispensing equipment only solves the problem of automated dispensing and lacks DOE design, automatic calculation, AI analysis, and report generation functions, failing to cover the large-volume sample addition and full-process automation requirements of open containers such as Erlenmeyer flasks and fermenters.

[0004] In summary, the market currently lacks equipment for large-volume sample addition in Erlenmeyer flasks and fermenters, integrating automatic DOE liquid addition and intelligent analysis functions. There is an urgent need for an intelligent formulation device that can lower the technical threshold, improve efficiency and accuracy, and achieve full-process automation. Summary of the Invention

[0005] The main objective of this invention is to provide an intelligent formula dispenser and its operating method to solve the above-mentioned technical problems.

[0006] To achieve the above objectives, the present invention provides the following technical solution: an intelligent formula analyzer, characterized in that the formula analyzer is equipped with a hardware module and a software module; The hardware module includes an information interaction display screen, an electrical control component, an 8-channel metering pump, a container identification module, a liquid adding execution module, and a liquid supplementing module; the 8-channel metering pump is used for synchronously dispensing multiple solutions to target containers; the container identification module is internally provided with a two-dimensional code scanning component, which is used for identifying the unique two-dimensional code of a container and associating the corresponding formula; the liquid adding execution module can be linked with the metering pump to control the addition of each solution according to the formula table; the liquid supplementing module is connected with the last metering pump; and the electrical control component is used for controlling the operation of each component. One side of the formula instrument is fixedly provided with a tray, the tray is provided with a liquid preparation bottle, an upper portion of the liquid preparation bottle is fixedly provided with a liquid distribution head, and the liquid distribution head is provided with a plurality of liquid distribution pipes. The software module includes a DOE experiment design module, an automatic calculation module, a data analysis module, and a report generation module; the DOE experiment design module is used for presetting full factors, partial factors, and response surface experiment methods; the automatic calculation module is used for automatically generating a formula table according to the input mother liquor concentration, factor low level value, and high level value; the data analysis module is used for accessing an AI engine, which can complete ANOVA analysis, regression modeling, optimization parameter prediction, and key interaction item identification; and the report generation module is used for one-key generation of an experiment report and one-key export of the experiment report through an export button.

[0007] As a preferred scheme of the above scheme, the formula instrument is further fixedly provided with an audible and visual alarm, and the audible and visual alarm alarms when the container identification module scans a container two-dimensional code that does not match a formula or input parameters are incorrect.

[0008] As a preferred scheme of the above scheme, eight mounting holes are formed in the liquid distribution head, and the eight mounting holes are provided with eight liquid distribution pipes.

[0009] As a preferred scheme of the above scheme, the software module further includes an extension compatibility module, and the extension compatibility module can be used for accessing an automatic feeding and discharging component.

[0010] As a preferred scheme of the above scheme, the automatic feeding and discharging component includes a conveyor belt and a mechanical arm, the mechanical arm is used for automatic grabbing and transferring of containers, and the conveyor belt is used for conveying of containers.

[0011] An operation method of an intelligent formula instrument includes the following steps: Step S1: experiment scheme setting, selecting a preset DOE method, self-defining a method, or importing an external formula table through a DOE experiment design module, setting a target container type, a liquid preparation volume, and a container quantity, and inputting a mother liquor concentration, a low level value, and a high level value of each factor; Step S2: formula automatic generation, the automatic calculation module automatically calculates the adding amount of each solution based on the input parameters in step S1, and generates a formula table, and the user confirms that the formula table is correct and saves it; Step S3: container identification and solution preparation, the container identification unit scans the target container two-dimensional code, the automatic association of the container and the formula is completed, the 8-channel metering pump is started, and each solution is synchronously distributed to the target container, and the solution preparation is supplemented by the solution supplementing unit. Step S4: experimental result analysis, the experimental result response value is input into the AI engine, the AI engine automatically executes data analysis, and outputs factor influence analysis, optimal combination analysis, interaction analysis and abnormal value analysis results; Step S5: report generation and expansion operation, the report generation module is used for one-key export of an experimental report, if the expansion function is required, an automatic feeding and discharging assembly is configured to realize unattended operation, or an adaptive accessory is installed to expand the small container dispensing function.

[0012] As a preferred scheme of the above scheme, after the target container type is selected in step S1, the software module automatically matches the corresponding metering pump parameters, the solution preparation volume setting supports 0.1ml precision adjustment, and the container number setting range is 1-128.

[0013] As a preferred scheme of the above scheme, in step S3, the running state of each channel metering pump during the solution preparation process is displayed in real time, and the abnormal state triggers an audible and light alarm and pauses the solution preparation; after the fault is eliminated, the solution preparation process can be continued.

[0014] As a preferred scheme of the above scheme, in step S4, the AI engine can manually correct the abnormal value, the AI engine re-executes the analysis process after correction, outputs the updated analysis results, and at the same time, retains the original data and correction records, and ensures the data integrity.

[0015] The beneficial effects of the present application are as follows: 1. Reduce the technical threshold: without deep mathematical statistics foundation, the guided operation and the preset template enable the experimental personnel to quickly master the DOE experimental design, the AI analysis automatically outputs professional results, and the technical pain points of 90% of the experimental personnel are solved; 2. Improve efficiency and precision: multi-channel synchronous sampling replaces manual weighing, 6-factor 2-level experiment time is shortened from half a day to 1 hour, efficiency is improved by more than 90%; high-precision metering pump (precision ≤±0.5%) replaces the measuring cylinder, and the error rate is reduced to zero with the automatic error prevention function, and the experimental data reliability is significantly improved; 3. Wide compatibility: adapt to large-volume sampling (several tens of milliliters to several liters) of open containers such as triangular bottles and small fermentation tanks, and can be expanded to small container dispensing of microplate, covering the mainstream container types in the laboratory, and meeting the formula research needs of different industries; 4. Full-process automation: from DOE design, formula calculation, automatic liquid preparation, to AI analysis, report generation, end-to-end automation is realized, manual intervention is reduced, data is traceable and auditable, and it meets the compliance requirements of pharmaceutical, food and other industries; 5. Cost and quality optimization: save labor time, reduce experimental failure and material waste caused by human error; optimize the interaction of components through multi-factor DOE, find the robust optimal formula and process window, ensure product quality consistency, and reduce research and development cost and production risk. BRIEF DESCRIPTION OF DRAWINGS

[0016] Figure 1 is a schematic diagram of the overall structure of the present application; Figure 2 is a rear view of the present application; Figure 3 is an experimental scheme setting interface diagram of the formula instrument in the present application; Figure 4 is an interface diagram of generating a formula table after the experimental scheme setting of the formula instrument in the present application is completed; Figure 5 is an interface diagram of container identification and liquid preparation after generating a formula table in the present application; Figure 6 is an experimental result analysis interface diagram of the formula instrument in the present application; Figure 7 is an analysis report interface diagram according to the experimental results in the present application; Figure 8 is an operation step flow chart of the formula instrument in the present application. DETAILED DESCRIPTION

[0017] In order to make the purpose, technical scheme and advantages of the present application clearer, the technical scheme in the embodiments will be described clearly and completely in conjunction with the drawings in the embodiments. However, the following specific embodiments and examples are for illustrative purposes only, not for limiting the present application.

[0018] Referring to the drawings of Figures 1 to 8 , the intelligent formula instrument in the present embodiment, formula instrument 1, is provided with hardware modules and software modules on the formula instrument 1; In the hardware modules, 8-channel metering pump: driven by high-precision stepper motor, flow accuracy ≤±0.5%, supporting synchronous distribution of 8 kinds of solutions, adapting to the volume range of 50ml-5L, meeting the large-volume sampling needs of open containers such as triangular bottles and small fermentation tanks, and independently controlled channels can individually adjust the liquid volume of a certain channel; Container identification module: contains a two-dimensional code scanning gun and an alarm device, each container is pasted with a unique two-dimensional code label, after the scanning gun reads the two-dimensional code, the software system automatically matches the corresponding formula, if the container and the formula do not match or the two-dimensional code cannot be identified, the alarm device sound and light alarm is triggered to remind, to avoid mismatch; Liquid supplement module: integrated with the 8th channel of the 8-channel metering pump, the default supplement solution is water, users can set it to other solvents such as ethanol and buffer according to experimental needs, the supplement amount is automatically calculated by the automatic calculation module based on the formula table and the added volume, ensuring the accuracy of the final solution volume.

[0019] In the software module, DOE experiment design module: based on LabVIEW or Python development, the interface uses a wizard-style operation, users select the experiment type preset / custom, factor number, level setting in turn, the preset method includes full factor, partial factor screening key factor, response surface optimization factor interaction, the custom method sets factor name, unit, concentration range, the template saving function can store common schemes such as food and beverage stability optimization template and pharmaceutical excipient screening template, which can be directly called next time; Automatic calculation module: based on the formula "addition amount = target concentration x solution volume / mother liquor concentration", combined with the user input low level and high level values, automatically calculates the addition amount of each factor in each container, generates a formula table containing container number, factor name, distribution concentration, distribution volume, added volume, and supplement volume, supports table preview and manual fine-tuning with a fine-tuning range of ≤±5%; AI engine: uses machine learning algorithms such as random forest and multiple linear regression, after inputting the response value, data analysis is completed within 10 seconds and the following outputs are output: Factor main effect analysis: includes low level average, high level average, effect value, and impact degree, effect value absolute value <0.4 is weak positive / negative, 0.4-0.6 is moderate positive / negative; Optimal combination analysis: based on the regression model to predict the best factor combination, compare the closest combination in the actual experiment and its response value, and give verification suggestions; Interaction analysis: shows the interaction of key factors through heat map and three-dimensional surface plot, such as factor 1 is high level, factor 5 positive influence is enhanced; Outlier analysis: identifies response values that are more than 2 times the standard deviation of the average value, labels the corresponding container number and factor combination, and speculates the possible reasons; such as sample addition error, environmental interference; Report generation module: built-in standardized report template, including summary of experimental purpose, number of factors, response variable, data overview factor level, response value statistics, analysis results main effect, optimal combination, interaction, outliers, conclusion and suggestion optimization direction, next step experimental design, support one-key export PDF can add electronic signature and Excel for secondary data processing, report contains unique experiment number, realize data traceability; Expansion compatibility module: reserve hardware interface, configure automatic feeding and discharging assembly conveyor belt length 1.5m, mechanical arm grabbing precision ±0.1mm, can realize automatic feeding, liquid preparation and discharging of container full process unattended; Add microwell plate adapter kit including 96 well plate fixing frame and 10ul-1000ul adapter needle, which can expand the function of small container liquid distribution and be compatible with the operation process of existing automatic liquid handling workstation.

[0020] Take the food and beverage composition ratio optimization experiment as an example, factors: glycerol, yeast powder, proteose peptone, disodium hydrogen phosphate, potassium dihydrogen phosphate and magnesium sulfate; Liquid volume 100ml, container: triangular bottle, number 32: Step S1: experimental scheme setting See the Figure 3 of the accompanying drawings, open the software system, select the preset method-full factor design in DOE experimental design module, or call "food and beverage stability optimization template"; Set the target container as triangular bottle, liquid volume 100.000ml, container number 32; Input factor parameters: glycerol stock solution concentration 50.000g / L, low level 3.000g / L, high level 7.000g / L, yeast powder stock solution concentration 50.000g / L, low level 3.000g / L, high level 7.000g / L, proteose peptone stock solution concentration 50.000g / L, low level 3.000g / L, high level 7.000g / L, disodium hydrogen phosphate stock solution concentration 80.000g / L, low level 16g / L, high level 18g / L, potassium dihydrogen phosphate stock solution concentration 60.000g / L, low level 6g / L, high level 9g / L, magnesium sulfate stock solution concentration 5.000g / L, low level 0.2g / L, high level 0.3g / L; Make up solution choose water; S2: formula automatic generation See the Figure 4 of the accompanying drawings, click to generate formula, automatic calculation module calculates the addition amount of glycerol, yeast powder, proteose peptone, disodium hydrogen phosphate, potassium dihydrogen phosphate and magnesium sulfate in each container based on the parameters, generates a formula table, which contains container numbers 1-32, factor allocation concentration, allocation volume, added volume and make-up volume; User preview formula table, confirm no error and click save formula, system automatically associates experiment number; S3: Container identification and liquid preparation See the accompanying drawings Figure 5 Paste 32 triangular bottles with unique two-dimensional code labels respectively, scan the two-dimensional code one by one through the scanning gun of the container identification unit, and the system displays that containers 1-32 have been identified and the formula association is successful; Click Start Liquid Preparation, and the 8-channel high-precision metering pump starts to synchronously dispense glycerol, yeast powder, protein peptone, disodium hydrogen phosphate, potassium dihydrogen phosphate, and magnesium sulfate solution into the corresponding triangular bottles. The software interface displays the state of each channel in real time during the liquid preparation process; While dispensing the factor solution, the 8th channel of the liquid supplement unit automatically adds water to each triangular bottle to make up to 100.000 ml. After the liquid preparation is completed, the system prompts that the liquid preparation is successful, and there are a total of 32 containers; If the two-dimensional code scanning of a triangular bottle is incorrect, such as scanning a container of another experiment, the system triggers an audible and light alarm, displays that the container ID does not match, and prompts to rescan. After the error is eliminated, continue liquid preparation; S4: Experimental result analysis See the accompanying drawings Figure 6 Stability testing is performed on the solutions in the 32 triangular bottles, and the detection response values are entered into the response value entry interface of the AI analysis module. The corresponding container number input value is entered; Click AI analysis, and the module automatically performs analysis and outputs the results within 10 seconds: Analyze factor main effect, optimal combination, and outliers S5: Report generation and expansion operation See the accompanying drawings Figure 7 Click Generate Report, and the report generation module automatically generates a Food and Beverage Composition Ratio Optimization DOE Experiment Report, which includes experimental methods, formula table, response value statistics, analysis results, and suggestions. Select to export PDF to save the report; If unattended operation is required, install an automatic loading and unloading assembly, enable unattended operation mode in the software expansion settings, set the liquid preparation interval and container conveying speed, and the system automatically completes container grabbing, liquid preparation, and transfer; If you want to expand the microplate dispensing function, install a microplate adapter kit, select 96-well plates in the container type, and set the dispensing volume, such as 500ul, to realize microplate sample addition.

[0021] The above embodiments are only preferred embodiments of the present application, and do not limit the protection scope of the present application. Therefore, any equivalent changes made in structure, shape, and principle according to the present application should be covered within the protection scope of the present application.

Claims

1. A smart recipe instrument, characterized in that, The formula instrument (1) is provided with a hardware module and a software module; The hardware module comprises an information interaction display screen (2), an electrical control assembly (3), an 8-channel metering pump (4), a container identification module, a liquid adding execution module and a liquid supplementing module; the 8-channel metering pump (4) is used for synchronously dispensing multiple solutions to a target container; the container identification module is provided with a two-dimensional code scanning assembly, which is used for identifying a unique two-dimensional code of a container and associating a corresponding formula; the liquid adding execution module can be linked with the metering pump (4) to control the addition amount of each solution according to a formula table; the liquid supplementing module is connected with the last metering pump (4); the electrical control assembly (3) is used for controlling the operation of each assembly; One side of the formula instrument (1) is fixedly provided with a tray (5), the tray (5) is provided with a liquid preparation bottle (6) thereon, an upper portion of the liquid preparation bottle (6) is fixedly provided with a liquid distribution head (7), and a plurality of liquid distribution pipes (8) are arranged on the liquid distribution head (7); The software module comprises a DOE experimental design module, an automatic calculation module, a data analysis module and a report generation module; the DOE experimental design module is used for presetting full factors, partial factors and response surface experimental methods; The automatic calculation module is used for automatically generating a formula table according to the input mother liquor concentration, factor low level value and high level value of a user; The data analysis module is used for accessing an AI engine, and can complete ANOVA analysis, regression modeling, optimized parameter prediction and key interaction item identification; the report generation module is used for one-key generation of an experimental report, and the experimental report can be one-key exported through an export button.

2. The intelligent formulation device of claim 1, wherein, The formula instrument (1) is further provided with an audible and visual alarm, and the audible and visual alarm alarms when the container identification module scans a container two-dimensional code and a formula do not match or input parameters are incorrect.

3. The intelligent formulation device of claim 1, wherein, Eight mounting holes are formed in the liquid distribution head (7), and eight liquid distribution pipes (8) are arranged in the mounting holes.

4. The intelligent formulation device of claim 1, wherein, The software module further comprises an expansion compatible module, which can be used for accessing an automatic feeding and discharging assembly.

5. The intelligent formulation device of claim 4, wherein, The automatic feeding and discharging assembly comprises a conveying belt and a mechanical arm, and the mechanical arm is used for automatic grabbing and transferring of a container, and the conveying belt is used for conveying of the container.

6. A method of operating an intelligent recipe instrument according to any one of claims 1-5, characterized in that, The method comprises the following steps: Step S1: experimental scheme setting, a preset DOE method, a self-defined creation method or an imported external formula table is selected through the DOE experimental design module, a target container type, a liquid preparation volume and a container quantity are set, and a mother liquor concentration, a low level value and a high level value of each factor are input; Step S2: formula automatic generation, the automatic calculation module automatically calculates the addition amount of each solution and generates a formula table based on the input parameters in step S1, and the formula table is saved after being confirmed by a user; Step S3: container identification and liquid preparation, a target container two-dimensional code is scanned through a container identification unit, automatic association of the container and the formula is completed, an 8-channel metering pump is started, each solution is synchronously dispensed to the target container, and a liquid supplementing unit automatically supplements a deficient volume while the liquid preparation is being performed; Step S4: experimental result analysis, experimental result response values are input into an AI engine, the AI engine automatically performs data analysis, and factor influence analysis, best combination analysis, interaction analysis and abnormal value analysis results are output; Step S5: Report generation and expansion operation, one-key generation of experimental report by report generation module, one-key export of experimental report by clicking export button, if expansion function is needed, automatic feeding and discharging assembly is configured to realize unattended operation, or adaptive accessory is installed to expand small container dispensing function.

7. The method of claim 6, wherein the smart recipe instrument is further configured to: After target container type selection in step S1, software module automatically matches corresponding metering pump parameters, liquid preparation volume setting supports 0.1ml precision adjustment, and container quantity setting range is 1-128.

8. The method of claim 6, wherein the smart recipe instrument is configured to: In step S3, the running state of each channel metering pump in the liquid preparation process is displayed in real time, abnormal state is triggered, sound and light alarm is triggered and liquid preparation is paused, and after fault elimination, liquid preparation process can be continued.

9. The method of claim 6, wherein the smart recipe instrument is a smart coffee maker. In step S4, AI engine can manually correct abnormal value, after correction, AI engine re-executes analysis process, outputs updated analysis result, and at the same time, original data and correction record are reserved, so that data integrity is ensured.