Intelligent collaborative design and management system

The intelligent collaborative design and management system solves the problems of delayed data handover and low efficiency of professional collaboration caused by the independent design of each stage of oilfield projects. It realizes automated processing and efficient design management, thereby improving design quality and efficiency.

CN121998567APending Publication Date: 2026-05-08CHANGQING ENGINEERING DESIGN CO LTD +1
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Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
CHANGQING ENGINEERING DESIGN CO LTD
Filing Date
2024-11-08
Publication Date
2026-05-08

AI Technical Summary

Technical Problem

The independent design of each stage of the oilfield project has led to problems such as large delays in data handover, low efficiency of professional collaboration, high error rate in design documents, and low design efficiency.

Method used

This invention provides an intelligent collaborative design and management system, including a management module, a design module, a publishing module, a computing module, and an intelligent service module, to enable collaborative work at each stage, automate the processes of drawing templates, equipment selection, material listing, review and archiving, and improve data consistency and design efficiency.

Benefits of technology

It improved design efficiency and quality, ensured the consistency and integrity of design data, reduced the error rate, simplified the design process, and improved management efficiency and intelligence.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention discloses an intelligent collaborative design and management system, which belongs to the field of engineering design and management and realizes full-process coverage of engineering design and management by integrating a management module, a design module, a publishing module, a calculation module, a data module, an intelligent service module and the like. On-line project planning, data entrustment, project design, drawing publishing full-process intelligent design and project intelligent management are realized, full-professional authority-based on-line real-time editing of design data, automatic generation of a chart template, real-time and synchronous updating of data, automatic calculation and generation of a data table, intelligent equipment type selection, automatic calculation of materials and expenses, and automatic identification of errors are realized. The system has the functions of intelligent auxiliary reminding, drawing online checking, drawing automatic filing, meeting training, business travel intelligent reservation and the like, the design efficiency and the design quality are improved, the labor intensity of personnel is reduced, and the design and management intelligent level is improved.
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Description

Technical Field

[0001] This invention belongs to the field of engineering design and management, specifically an intelligent collaborative design and management system. Background Technology

[0002] Oilfield design is primarily applied to the design of downhole and above-surface processes and production. Above-surface design mainly includes the design of oil and gas gathering and transportation processes, water, heat, automation, electricity, and building structures. Project design is mainly divided into three stages: project design commissioning, project design, and drawing and data archiving. The design mainly relies on software such as AutoCAD and Office for two-dimensional plan design, including project layout, process flow design, integrated pipeline network design, layout of supporting professional equipment, instruction manual writing, equipment and material listing, and equipment selection calculation. Relevant process data calculation, water and electricity load calculation, and instrument selection calculation are carried out using third-party calculation software.

[0003] Currently, the design of oilfield projects is conducted offline and independently at each stage, resulting in delays in data handover and low efficiency in interdisciplinary collaboration. The inconsistent formats and templates of professional drawings lead to variations in design formats and content, making review and approval difficult and inefficient. The strong correlation between design documents across disciplines means that changes to a single drawing can lead to changes in multiple supporting professional design documents, and process parameters cannot be automatically updated. When listing equipment and performing equipment selection calculations for related supporting disciplines, relevant parameters must be entered one by one based on the commissioning documents and process flow, which cannot be automatically retrieved. The lack of correlation between equipment and material listings means that installation materials, cable types and quantities, monitoring data points, junction box quantities, and system cabinet quantities cannot be automatically generated, resulting in low design timeliness. During the design process, design documents such as diagrams require manual input of project names, document numbers, project numbers, page numbers, etc., and basic errors such as diagram numbering cannot be automatically identified, leading to long design cycles, low design efficiency, and high error rates. Summary of the Invention

[0004] This invention provides an intelligent collaborative design and management system that solves the problems of independent offline project design, large delays in data handover, low efficiency of professional collaboration, untimely updates of data from various disciplines, high error rate in design documents, and low efficiency of management work.

[0005] To achieve the above objectives, the present invention provides the following technical solution:

[0006] An intelligent collaborative design and management system includes a management module, a design module, a publishing module, a computing module, a data module, and an intelligent service module;

[0007] The management module is used to manage project processes and project activities;

[0008] The design module is used to design the project and review the project drawings.

[0009] The publishing module is used to publish the approved drawings;

[0010] The calculation module is used to calculate project materials and costs based on the project content;

[0011] The data module is used to store data generated by other modules and other basic data;

[0012] The intelligent service module is used for communication control between modules and intelligent service content.

[0013] Preferably, the management module includes design project management and comprehensive management:

[0014] The design project management includes project filing, project query, and progress management;

[0015] The comprehensive management includes meeting management, training management, travel management, and performance evaluation management.

[0016] Preferably, the project filing includes:

[0017] The first-level project planning is carried out by the person in charge of the project organizing department in the project management area on the system homepage, who selects the project file and completes the project information filling and the assignment of the second-level planning tasks.

[0018] The second-level project planning is carried out by the project leader after receiving the task message. Based on the first-level project planning, the project leader will divide the professional design documents into structural categories and select the professional fields involved in the project and assign the third-level planning tasks.

[0019] The third-level planning for the project is carried out by the department head after receiving the system notification, who then selects a professional designer and completes the assignment of the fourth-level planning tasks.

[0020] The fourth level of project planning is carried out by professional designers after receiving system notifications. They review project information and complete the structural division of professional design documents.

[0021] After the professional design documents are structurally divided, the intelligent service module automatically assigns design document numbers based on the structural division of the design documents and the corresponding professional document number registration information in the database, and forms a folder with project attributes for the project.

[0022] Preferably, the meeting management includes:

[0023] The first-level meeting planning is carried out by the meeting organizer in the meeting management area, who fills in the meeting content, meeting time, and other information, selects participating departments, and assigns the second-level meeting planning tasks; the intelligent service module automatically allocates meeting rooms based on meeting room occupancy and the number of participants.

[0024] The second-level meeting planning is carried out by the department head after receiving the task message. Based on the first-level meeting planning, the intelligent service module automatically recommends three participants by weighted calculation based on personnel responsibilities, relevance of meeting content, number of assigned projects, project weight and project progress. The department head selects or designates participants and assigns the meeting task to the participants.

[0025] After receiving the meeting assignment, participants will review the meeting information and complete the participation feedback.

[0026] If the meeting planning is not carried out at the designated time before the meeting starts, the intelligent service module will automatically assign the meeting task to the participants based on the relevance of the meeting content, personnel responsibilities, the number and weight of the projects undertaken by the personnel, and the weight of the projects. The participants will then confirm their participation.

[0027] Once the attendees are confirmed, the intelligent service module automatically connects with a third-party business travel system to book hotel accommodations and round-trip tickets based on the meeting time and location, as well as the attendees' information in the data module. The system then sends the accommodation, ticketing, and organizer information to the attendees.

[0028] Preferably, training management includes:

[0029] The first-level training planning is carried out by the training organizers in the training management area, who select training plans, complete the filling in of training content, time, location, etc., and select the department, as well as the second-level planning assignment;

[0030] The second-level training planning is carried out by the department head after receiving the task message. Based on the first-level training planning, the second-level training planning is carried out. The intelligent service module automatically recommends three participants by weighting the calculation based on personnel responsibilities, relevance of training content, number of projects assigned to personnel, project weight and project progress. The department head selects or designates trainers and assigns training tasks to relevant personnel.

[0031] After receiving the training assignment, trainees review the training information and complete the feedback.

[0032] If the training planner fails to conduct the training at the designated time before the training begins, the intelligent service module will perform a weighted calculation based on factors such as personnel responsibilities, relevance of training content, number and quantity of projects the personnel are responsible for, and project weight, and automatically assign training tasks to the trainees, who will then confirm the assignments.

[0033] Once the trainees are confirmed, the intelligent service module automatically connects to a third-party business travel system based on the training time, location, and personnel information in the data module to book hotel accommodations and round-trip tickets, and sends the accommodation, ticketing, and organizer information to the trainees.

[0034] Preferably, the travel management includes:

[0035] First-level travel planning is carried out by travel organizers in the travel management area, who fill in the details of the business trip, such as the content, time, and location, and select the department, as well as assign second-level travel planning tasks.

[0036] The second-level travel planning is carried out by the department head after receiving the task message. Based on the first-level travel planning, the intelligent service module automatically recommends three travelers based on weighted calculations of personnel responsibilities, relevance of travel content, number of projects assigned to personnel, project weight, and project progress. The department head selects or designates travelers and assigns training tasks to relevant personnel.

[0037] After receiving the assignment, the employee on the business trip checks the travel information and provides feedback.

[0038] If the Level 2 travel planning is not completed by the designated time before the start of the business trip, the intelligent service module will perform weighted calculations based on factors such as personnel responsibilities, relevance of travel content, number and weight of projects handled by personnel, and project weight in the data module, and automatically assign the business trip task to the traveler, who will then confirm the business trip.

[0039] Once the traveler is confirmed, the intelligent service module automatically connects to a third-party business travel system based on the travel time and location, as well as the personnel information in the data module, to book hotel accommodations and round-trip train tickets, and sends the accommodation, ticketing, and organizer information to the traveler.

[0040] Preferably, the design module includes data submission, project design, project review, and quality documentation.

[0041] The data commissioning process involves the project leader and project professional designers selecting the required standardized data form template in the data initiation area for online editing. The intelligent service module automatically selects a reviewer to review the data. After the review is completed, the system automatically signs and dispatches the design data commission. After receiving the design commission data, the designer selects the corresponding software in the project design area to carry out the design.

[0042] The project design unit includes designers using design software and other tools in the design area to design various drawings and documents;

[0043] The project review process automatically assigns tasks to reviewers based on the number of projects assigned to them, project types, project weights, and project progress. The reviewers then conduct the review upon receiving the task message.

[0044] The quality documentation includes completing the review and approval record and sending the review and approval comments to the designer. The designer then modifies the drawings based on the review and approval comments and initiates another review and approval process until the review and approval are completed. After that, the system automatically signs the quality documentation electronically.

[0045] Preferably, the publishing module automatically assigns tasks to the publishing managers based on the number of projects, project weights, and project progress already allocated by the publishing managers, and the project publishing is carried out by the publishing managers after receiving the task message.

[0046] Preferably, the calculation module includes calculations for equipment selection, material usage, equipment load, project cost budget, personnel assessment coefficients, etc. The calculation module also includes integrated third-party calculation software, which automatically calculates according to the input data attributes, and the calculated data is stored in the data module.

[0047] Preferably, the intelligent services of the intelligent service module include intelligent verification and analysis of drawing and document content, automatic generation of standardized document templates, intelligent matching of drawing frames, intelligent association and generation of text content and data, automatic matching of project information, automatic identification of document errors, conflict prompts between design content and relevant standard provisions and review comments, standard applicability matching, intelligent allocation of project tasks, automatic association and updating of data information, automatic identification and association of attributes, automatic retrieval and calculation by software, and prompts for missing design content.

[0048] Compared with existing technologies, this invention has the following advantages: This invention provides an intelligent collaborative design and management system. The system integrates multiple modules, including a management module, a design module, a review module, a publication module, a calculation module, a data module, and an intelligent service module, achieving full-process coverage of engineering design and operation management. This integrated design approach improves design efficiency and quality, ensures the consistency and integrity of design data, enhances management efficiency, and reduces workload.

[0049] Furthermore, the project documentation process clarifies the responsibilities of leaders at each level through hierarchical planning, ensuring the accuracy and completeness of project information. The project query function provides convenient ways to track progress and view personnel arrangements, helping management make timely decisions. The progress management function estimates and provides progress alerts, assisting managers in managing and tracking projects.

[0050] Furthermore, the online editing, proofreading, and signing functions of the data submission and project design modules simplify the design process and improve design efficiency.

[0051] Furthermore, during the drawing design process, the system features automatic coding, text correction, equipment attribute recognition, intelligent data interconnection, synchronized parameter updates, related content retrieval, automatic frame matching, hierarchical management with different permissions, automatic equipment selection calculation, and intelligent work allocation. This reduces repetitive work, improves design quality and efficiency, ensures scientific and rational work allocation, and enhances the level of intelligent management. The generation of drawings and documents based on standardized templates ensures the consistency and standardization of design outcomes.

[0052] Furthermore, the review module achieves transparency and traceability in the review process through online review, completion of review record files, and sending review comments. Designers can revise drawings based on review comments and initiate another review until completion, ensuring continuous improvement in design quality. The system automatically electronically signs design drawings; before archiving, it automatically retrieves the electronic signature from the system's data module and embeds it into the design document frame based on prior project planning.

[0053] Furthermore, the publishing module automatically assigns tasks to publishing managers based on the number of projects, project weights, and project progress already allocated, simplifying the archiving process and improving archiving efficiency. Simultaneously, the notification function for archival managers ensures the timely transmission and receipt of archival information.

[0054] Furthermore, the calculation module integrates various calculation software in the design and management process, automatically performing calculations such as equipment selection, material usage, equipment load, personnel assessment, workload statistics, and project budget, reducing the workload of personnel in design calculations and improving design efficiency and calculation accuracy.

[0055] Furthermore, the data module is used to design and manage data storage throughout the entire process, ensuring real-time extraction and data traceability of project progress and personnel work arrangement tracking management information, reducing information silos across multiple management modules, and improving management efficiency.

[0056] Furthermore, the intelligent service module is used for communication and control between modules, realizing data attribute matching and identification, intelligent verification and analysis of the design process, automatic personnel allocation, intelligent matching of drawing frames, intelligent association and generation of text content and data, automatic identification of document errors, and automatic workload statistics, ensuring design quality and improving design efficiency; intelligent management of business travel processes reduces personnel workload and improves the level of intelligent management; real-time association and updating of project design process data ensures the consistency of design document data throughout the entire process, guarantees design quality, and reduces design error rate.

[0057] Furthermore, the intelligent allocation of personnel in the design and management process ensures the balance and rationality of work distribution, thereby improving the level of intelligence in management. Attached Figure Description

[0058] Figure 1 This is a block diagram of an intelligent collaborative design and management system according to the present invention;

[0059] Figure 2 This is a functional block diagram of the management module of the present invention;

[0060] Figure 3 Design a project management function block diagram for this invention;

[0061] Figure 4 This is a block diagram of the meeting management function of the present invention;

[0062] Figure 5 This is a functional block diagram of the training management system of the present invention;

[0063] Figure 6 This is a functional block diagram of the travel management system of the present invention;

[0064] Figure 7 This is a functional block diagram of the performance evaluation and management system of this invention;

[0065] Figure 8 This is a functional block diagram of the design module of the present invention;

[0066] Figure 9 This is a functional block diagram of the publishing module of this invention;

[0067] Figure 10 This is a functional block diagram of the calculation module of the present invention;

[0068] Figure 11 This is a functional block diagram of the data module of the present invention; Detailed Implementation

[0069] To make the objectives, technical solutions, and advantages of the embodiments of the present invention clearer, the technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. The components of the embodiments of the present invention described and shown in the accompanying drawings can generally be arranged and designed in various different configurations.

[0070] Therefore, the following detailed description of the embodiments of the invention provided in the accompanying drawings is not intended to limit the scope of the claimed invention, but merely to illustrate selected embodiments of the invention. All other embodiments obtained by those skilled in the art based on the embodiments of the invention without inventive effort are within the scope of protection of the invention.

[0071] It should be noted that similar labels and letters in the following figures indicate similar items. Therefore, once an item is defined in one figure, it does not need to be further defined and explained in subsequent figures.

[0072] To enable those skilled in the art to better understand the technical solution of the present invention, the present invention will be further described in detail below with reference to the accompanying drawings.

[0073] like Figure 1 As shown, the present invention provides an intelligent collaborative design and management system, including a management module, a design module, a publishing module, a computing module, a data module, and an intelligent service module;

[0074] The management module is used to manage project processes and project activities;

[0075] The design module is used to design the project and review the project drawings.

[0076] The publishing module is used to publish the approved drawings;

[0077] The calculation module is used to calculate project materials and costs based on the project content;

[0078] The data module is used to store data generated by other modules and other basic data;

[0079] The intelligent service module is used for communication control between modules and intelligent service content.

[0080] The design project management unit includes project filing, project query, and progress management.

[0081] The project documentation includes:

[0082] The first-level project planning is carried out by the person in charge of the project organizing department in the project management area on the system homepage, who selects the project file and completes the project information filling and the assignment of the second-level planning tasks.

[0083] The second-level project planning is carried out by the project leader after receiving the task message. Based on the first-level project planning, the project leader will divide the professional design documents into structural categories and select the professional fields involved in the project and assign the third-level planning tasks.

[0084] The third-level planning for the project is carried out by the department head after receiving the system notification, who then selects a professional designer and completes the assignment of the fourth-level planning tasks.

[0085] The fourth level of project planning is carried out by professional designers after receiving system notifications. They review project information and complete the structural division of professional design documents.

[0086] After the professional design documents are structurally divided, the intelligent service module automatically assigns design document numbers based on the design document division structure and the corresponding professional document number registration information in the database, and creates folders with project attributes for the project in the data initiation area, data receiving area, project design unit, project review unit, quality document unit, and publication module respectively;

[0087] When registering a project for the first time, the designer needs to register the document number for their specialty. When registering a project for the next time, the intelligent service module will automatically generate a document number based on the document number already in the data module.

[0088] After the level 2 and level 3 planning tasks are assigned, the intelligent service module automatically recommends three professional leaders based on the organizational structure, personnel responsibilities, number of assigned projects, project weight, and project progress. The department head can select a professional leader or designate another professional leader.

[0089] Project queries allow department heads and project leaders to view personnel assignment information and project progress;

[0090] Progress management is used for project progress forecasting and alerts, as well as project completion status alerts, and generates project information reports, which are then sent to department heads.

[0091] The integrated management unit also includes meeting management, training management, travel management, and performance evaluation management;

[0092] Meeting management includes:

[0093] The first-level meeting planning is carried out by the meeting organizer in the meeting management area, who fills in the meeting content, meeting time, and other information, selects participating departments, and assigns the second-level meeting planning tasks; the intelligent service module automatically allocates meeting rooms based on meeting room occupancy and the number of participants.

[0094] The second-level meeting planning is carried out by the department head after receiving the task message. Based on the first-level meeting planning, the intelligent service module automatically recommends three participants by weighting the calculation based on factors such as personnel responsibilities, relevance of meeting content, number of assigned projects, project weight, and project progress. The department head selects or designates participants and assigns the meeting task to them.

[0095] After receiving the meeting assignment, participants will review the meeting information and complete the participation feedback.

[0096] If the second-level planning for the meeting has not been carried out two hours before the meeting starts, the intelligent service module will automatically assign the meeting tasks to the participants based on the relevance of the meeting content, personnel responsibilities, the number and weight of the projects they are responsible for, and the weight of the projects. The participants will then confirm their attendance.

[0097] Once the attendees are confirmed, the intelligent service module automatically connects with a third-party business travel system to book hotel accommodations and round-trip tickets based on the meeting time and location, as well as the attendees' information in the data module. The system then sends the accommodation, ticketing, and organizer information to the attendees.

[0098] Training management includes:

[0099] The first-level training planning is carried out by the training organizers in the training management area, who select training plans, complete the filling in of training content, time, location, etc., and select the department, as well as the second-level planning assignment;

[0100] The second-level training planning is carried out by the department head after receiving the task message. Based on the first-level training planning, the second-level training planning is carried out. The intelligent service module automatically recommends three participants by weighting the calculation based on personnel responsibilities, relevance of training content, number of projects assigned to personnel, project weight, and project progress. The department head selects or designates trainers and assigns training tasks to relevant personnel.

[0101] After receiving the training assignment, trainees review the training information and complete the feedback.

[0102] If the training planning is not carried out two days before the training begins, the intelligent service module will perform weighted calculations based on factors such as personnel responsibilities, relevance of training content, number and quantity of projects handled by personnel, and project weight, and automatically assign training tasks to trainees, who will then confirm the assignments.

[0103] Once the trainees are confirmed, the intelligent service module automatically connects to a third-party business travel system based on the training time, location, and personnel information in the data module to book hotel accommodations and round-trip tickets, and sends the accommodation, ticketing, and organizer information to the trainees.

[0104] Travel management includes:

[0105] First-level travel planning is carried out by travel organizers in the travel management area, who fill in the details of the business trip, such as the content, time, and location, and select the department, as well as assign second-level travel planning tasks.

[0106] The second-level travel planning is carried out by the department head after receiving the task message. Based on the first-level travel planning, the intelligent service module automatically recommends three travelers based on weighted calculations of personnel responsibilities, relevance of travel content, number of projects assigned to the personnel, project weight, and project progress. The department head selects or designates travelers and assigns training tasks to relevant personnel.

[0107] After receiving the assignment, the employee checks the travel information and provides feedback.

[0108] If the second-level travel planning is not carried out two days before the start of the business trip, the intelligent service module will automatically assign the business trip task to the business trip personnel based on the weighted calculation of personnel responsibilities, relevance of business trip content, personnel responsible for projects and quantities, project weights, etc. in the data module, and the business trip personnel will confirm the business trip.

[0109] Once the traveler is confirmed, the intelligent service module automatically connects to a third-party business travel system based on the travel time and location, as well as the personnel information in the data module, to book hotel accommodations and round-trip train tickets, and sends the accommodation, ticketing, and organizer information to the traveler.

[0110] Among them, the performance management is used to automatically calculate individual workload and project on-time completion rate. It performs weighted calculations based on personnel responsibilities, organizational structure, project weight, number of projects, project progress, completion rate, workload, etc. in the data module to form monthly and annual performance evaluation coefficients for personnel, which are then stored in the data module and can be viewed and exported by department heads.

[0111] The data commissioning unit includes the project leader and project professional designer selecting the required standardized data form template in the data initiation area for online editing. The intelligent service module automatically selects a reviewer to review the data. After the review is completed, the system automatically signs and dispatches the design data commission. After receiving the design commission data, the designer selects the corresponding software in the project design area to carry out the design.

[0112] The project design unit involves designers using design software and other tools in the design area to design various drawings and documents.

[0113] During the project design process, the intelligent service module supports automatic document encoding, content association and retrieval, automatic data association and input, real-time automatic updating of data across multiple disciplines and templates, automatic matching of drawing frames based on standardized templates, and online multi-disciplinary, permission-based, and layered editing of drawings. When designers edit relevant drawings and documents, the intelligent service module automatically retrieves corresponding data from the data module based on the key attribute parameters input by the designers and inputs the corresponding standard template parameters. Simultaneously, for equipment requiring selection calculations, the calculation module automatically calls the calculation software and corresponding data from the data module to perform selection calculations, and the selection data is automatically entered into the corresponding standard template parameters. The intelligent service module supports automatic identification of cable, equipment, and building / structure attributes and automatic spacing positioning.

[0114] All system data is stored in the data module, and data applications in other modules are retrieved from the data module.

[0115] The project review process automatically assigns tasks to reviewers based on the number of projects already assigned, project type, project weight, and project progress. The project review is conducted by the reviewers after receiving the task message.

[0116] The quality document unit also includes filling in the review record document and sending the review comments to the designer. The designer modifies the drawings according to the review comments and initiates the review again until the review is completed. After that, the system automatically signs the design documents electronically.

[0117] The publishing module automatically assigns tasks to publishing managers based on the number of projects, project weights, and project progress already allocated by the publishing managers. Project publishing is then carried out by the publishing managers after receiving the task message.

[0118] The calculation module also includes integrated third-party calculation software. Based on the data attributes input by the intelligent service module, the corresponding third-party software automatically calculates the data and stores the calculated data in the data module.

[0119] The calculation module also includes a budget for individual project costs. Based on the project design workload and combined with the procurement quotations for equipment and materials in the data module, a preliminary budget for project costs is prepared.

[0120] The design templates include standard templates for various dimensions of design drawings and documents.

[0121] The personnel information includes basic information, major, professional title, ID number, and electronic signature of the personnel in the design unit, as well as the shortlisted information and contact information of the equipment manufacturers.

[0122] The organizational structure includes the personnel's work unit, department, and position;

[0123] The standards and specifications mentioned include currently effective national, industry, and enterprise standards.

[0124] The project data includes design drawings and documents, review comments, quality records, data calculated by third-party software, and all data from the project management, design, and operation processes.

[0125] The budgeted price includes purchase quotations for individual equipment, devices, materials, etc. within three years;

[0126] The project weights are divided into ten levels, ranging from 0.1 to 1.0, based on project level, running time, and other factors.

[0127] The intelligent service module is used for communication and control between modules, as well as intelligent verification and analysis of drawings and documents. It can automatically generate standardized document templates, intelligently match drawing frames, intelligently associate and generate text content and data, automatically match project information, automatically identify document errors, provide conflict warnings between design content and relevant standard provisions and review comments, match standard applicability, intelligently allocate project tasks, automatically associate and update data information, automatically identify and associate attributes, automatically retrieve and calculate software, and provide warnings of missing design content.

[0128] The intelligent service module also includes intelligent services and automatic data updates. By communicating with third-party systems such as business travel and material equipment, it can complete the automatic booking of tickets, hotels, and conference rooms in the comprehensive management module and the updating of data such as specifications and material quotations in the data module.

[0129] The intelligent service module also includes real-time selection. For equipment selection needs during the design process, designers select the key attributes of the equipment to be selected, and the system automatically retrieves the relevant data, packages the data and pushes it to the relevant equipment manufacturer's email address, and sends SMS notifications.

[0130] The intelligent service module also includes intelligent network layout, which automatically sets the network spacing in the overall network design by combining the standard specifications in the data module and the network attributes in the design process.

[0131] The system also includes a message notification function, which is used to notify relevant personnel at key milestones in the project's progress.

[0132] The system also includes system permissions, with different management and access restrictions set according to the enterprise's organizational structure and personnel functions.

[0133] All process data in the system is stored in separate folders within the data module.

[0134] The detailed implementation plan is as follows:

[0135] Example 1: As Figure 3 As shown, the project management unit includes project filing, project query, and progress management. After receiving a project design commission, the person in charge of the project logs into the intelligent collaborative design and management system. Under the management module on the system homepage, the project management unit selects project filing to conduct the first-level project planning. They fill in information such as project name, version number, design stage, project number, lead department, cooperating departments, project type, project attributes, and planned project completion time. The intelligent service module performs a weighted calculation based on organizational structure, personnel responsibilities, number of assigned projects, project weight, and project progress, automatically recommending three project leaders with the lowest calculated values. The department head selects one of the three recommended project leaders or designates another. After the project leader is confirmed, the planning is completed, and the intelligent service module automatically assigns the second-level planning task to the project leader.

[0136] After receiving the secondary planning task, the project leader logs into the system, clicks on the project file creation in the project management unit under the management module, selects the corresponding project for secondary planning, and performs structural division of the design documents for their own specialty and selection of supporting specialties based on the primary planning. The intelligent service module automatically assigns design document numbers based on the structural division of the design documents and the corresponding professional document number registration information in the database. After completing the planning, clicking "Complete" automatically assigns the tertiary planning task to the relevant professional department head.

[0137] After receiving the Level 3 planning task, the head of the relevant department logs into the system, clicks on the project file creation in the project management unit under the management module, and selects the corresponding project to conduct Level 3 planning. The intelligent service module performs a weighted calculation based on organizational structure, personnel responsibilities, number of assigned projects, project weight, and project progress, and automatically recommends three professional designers with the lowest calculated values. The department head selects one of the recommended designers or designates a designer, clicks "Planning Complete," and the intelligent service module automatically assigns the Level 4 planning task to the professional designer.

[0138] After receiving a Level 4 planning task, the professional designer logs into the system, clicks on "Project Filing" in the "Design Project Management" unit under the "Management" module, and selects the corresponding project to divide the professional design file structure. After dividing the structure, the designer clicks "Complete." The intelligent service module automatically assigns design file numbers based on the design file structure and the corresponding professional file number registration information in the database, and creates folders with project attributes for the project in the "Document Initiation Area," "Document Receiving Area," "Project Design Unit," "Project Review Unit," "Quality Document Unit," and "Publishing Module."

[0139] When registering a project for the first time, the designer needs to register the document number for their specialty. When registering a project for the next time, the intelligent service module will automatically generate a document number based on the document number already in the data module.

[0140] Department heads and project managers log into the system, click on the project query in the project management unit under the management module, select the corresponding project, and view the project personnel arrangement information. The intelligent service module estimates the project design progress based on the designer's completion status of each project design document, and generates a report on the estimated project progress and project completion status, which is then sent to the relevant department head. See details below. Figure 8 .

[0141] Example 2: The integrated management unit includes meeting management, training management, travel management, and performance evaluation management.

[0142] Taking meeting management as an example, training and business travel are similar, such as... Figure 4 , Figure 5 , Figure 6As shown, upon receiving a meeting assignment, the meeting organizer logs into the system, clicks "Meeting Planning" in the meeting management area, and fills in information such as meeting content, meeting time, number of participants, and participating departments. After filling in the information and clicking "Complete," the intelligent service module reads the meeting room usage data from the data module, automatically allocates a meeting room, and performs a weighted calculation based on factors such as the responsibilities of relevant department personnel, the relevance of the meeting content, the number of assigned projects, project weight, and project progress. It then automatically recommends the two participants with the lowest calculated values. The recommended participants and the secondary meeting planning task are sent to the relevant department heads. Upon receiving the task, the department head logs into the system, clicks "Meeting Planning" in the meeting management area, selects one of the recommended participants or designates another participant, and sends the meeting assignment to the participant. After receiving the meeting assignment, the participant logs into the system to view the meeting information and completes the participation feedback.

[0143] If the intelligent service module does not receive feedback on the secondary planning and participation of the meeting two hours before the meeting starts, it will perform a weighted calculation based on the relevance of the meeting content, personnel responsibilities, the number and amount of projects that the personnel are responsible for, and the weight of the projects, and automatically send the participation information to the personnel with the lowest calculated value.

[0144] Once the attendees are confirmed, the intelligent service module automatically connects with a third-party business travel system to book hotel accommodations and round-trip tickets based on the meeting time and location, as well as the attendees' information in the data module. The system then sends the accommodation, ticketing, and organizer information to the attendees.

[0145] like Figure 7 As shown, after the project design is completed, the intelligent service module retrieves data such as personnel responsibilities, organizational structure, number of projects, project weight, project progress, completion rate, and workload from the data module, and sends the data to the assessment calculation software in the calculation module. The calculation software performs weighted calculations on the above data to form the monthly and annual assessment quantitative coefficients for personnel, and stores them in the data module. After logging into the system, the department head can view and export the documents in the assessment management area of ​​the comprehensive management module.

[0146] Example 3: The design module includes a data submission unit, a project design unit, a project review unit, and a quality document unit. This example uses the design of oilfield gathering and transportation stations and instrumentation.

[0147] After project documentation is completed, the data gathering and transportation designers log into the system to submit design documents. In the document submission unit's document initiation area, click "Specialty Selection," then select "Instrumentation" from the drop-down menu. The intelligent service module automatically retrieves the standardized document submission template for the Instrumentation specialty from the data module. The designer completes the template, filling in project overview, design submission content, meteorological conditions, and parameter appendices, deleting redundant content from the standardized template. After editing the document submission, click "Document Review." The intelligent service module performs weighted calculations based on organizational structure, personnel responsibilities, number of assigned projects, project weight, and project progress, automatically assigning a professional reviewer and sending the submitted documents to them. The reviewer reviews the submitted documents online, annotating the document submission form with their review comments. After review, click "Complete," and the intelligent service module sends a message to the designer. The data gathering and transportation designer modifies the documents and re-initiates the review. After review confirmation, click "Submit," and the intelligent service module automatically electronically signs the document submission form, sends the submitted documents to the Instrumentation designer, and sends a notification pop-up. If the submitted materials contain omissions or other issues, the instrumentation designer will click "Return," fill in the problems, and receive a notification pop-up. The data collection designer will then receive the returned materials, make the necessary modifications, and resubmit the design submission. The submission form is stored in the data module, and the instrumentation designer can view and export the submitted materials in the data receiving area of ​​the submission unit.

[0148] After receiving the design commission materials, the designer clicks on the project design unit in the design module, opens the corresponding project folder within the project design unit, and clicks "Load Design Template" in the project folder interface to select the required design template for the project. The process designer opens the design software, selects layer A, and designs the process flow diagram in layer A, or imports local files into layer A for design. In the design interface, the designer clicks the "Load" option, selects the required equipment, and arranges the equipment in the design interface. After the arrangement is complete, the designer selects the equipment and adds attribute information such as equipment specifications, material, number, medium type, medium density, temperature, and pressure. After filling in the attribute information, the designer clicks the "Load" option, selects the required pipes, and connects the pipes to the equipment in the design interface. After connection, the intelligent service module automatically synchronizes the attributes of the nearest upstream equipment to the pipe. After the pipe arrangement is complete, the designer selects the pipes and adds attribute information such as pipe specifications, material, and number. After the flowchart design is completed, the process designer clicks "Initiate Review." The intelligent service module retrieves the standard drawing frame template from the data module, automatically matches the drawing frame according to the flowchart dimensions, and automatically fills in information such as project name, project number, version number, and design stage based on the previous project documentation. Simultaneously, it initiates a drawing review, pushing design documents and review messages to the corresponding reviewer. The reviewer selects the corresponding project folder in the project review unit of the design module to review the drawings, and selects the standardized quality documents from the corresponding project folder in the quality document unit, filling in review comments. After the review is completed, the designer clicks "Complete." The intelligent service module sends a message to the process designer, who reviews the project review comments, modifies the process flow diagram accordingly, and re-initiates the review. After review confirmation, the designer clicks "Submit." The intelligent service module automatically electronically signs the process flow diagram, sends it to the instrumentation and automation professional designer, and simultaneously sends a message pop-up notification. After receiving the message notification, the instrumentation and automation professionals log in to the system, select the corresponding project folder in the data receiving area of ​​the data entrustment unit, select the process flow diagram, and select the loading item in the new layer B to add relevant equipment attributes and control logic content such as instrument tag number, equipment name, signal type, and instrument tag number to form the process automation flow diagram. The intelligent service module automatically associates the attribute parameters of the installation pipeline or equipment where the instrument is located with the instrument equipment.

[0149] Instrumentation designers open the integrated pipeline network diagram within the corresponding project folder of the project design unit. They then create a new layer on the integrated pipeline network diagram to design the routing of instrumentation cables. The instrumentation designers open the cable library in the design interface, select the instrumentation cable type, laying method, and burial depth, and design the instrumentation cable wiring on the newly created layer. The intelligent service module automatically identifies the attributes of cables and equipment or buildings, and automatically sets the safe distance between cables and equipment or buildings according to the preset programs in the intelligent service module.

[0150] After the process automation flowchart is edited, the instrumentation designer loads the equipment list template into the corresponding project folder within the project design unit. The intelligent service module then displays the first page template of the equipment list and clicks "Add Page" to load the next page template. In the equipment list interface, clicking the equipment tag number field and selecting the instrument tag number from the drop-down menu allows the intelligent service module to automatically generate the corresponding standard content item for the instrument in the equipment name and specifications columns, and synchronize the instrument's attribute parameters to the standard content item. After all instruments for the project are listed, clicking the equipment tag number field and selecting the system code from the drop-down menu allows the intelligent service module to automatically generate the corresponding standard content item for the control system in the equipment name and specifications columns. The AI ​​module automatically calculates the number of control system data points based on the instrument attribute information and automatically fills the data into the control system's standard content item.

[0151] Designers load the instrument cable table template into the corresponding project folder within the project design unit. The intelligent service module then displays the first page template for the instrument cable table, and clicking "Add Page" loads the next page template. In the instrument cable table interface, clicking the instrument tag number field and selecting it from the drop-down menu allows the intelligent service module to automatically fill in the corresponding cable sealing joint, flexible conduit, conduit specifications, and branch cable model based on the instrument attribute information. It also automatically calculates the cable length based on the corresponding instrument cable length in the integrated pipeline network diagram. Designers manually input the remaining parameters. After editing the instrument cable table, clicking "Finish" automatically fills in the drawing frame with information such as project name, project number, version number, and design stage based on the previous project documentation.

[0152] After the instrument cable list and equipment list are completed, the intelligent service module automatically calculates relevant materials based on the equipment tag number, quantity, signal type, electrical interface, explosion-proof type, and instrument cable list data, such as cable type, cable length, instrument support, and cable connection, and automatically adds them to the standardized template of the material list. The remaining materials are manually entered by the designer in the material list.

[0153] Load the control valve calculation data table template into the project folder corresponding to the project design unit. The intelligent service module will display the first page template of the control valve calculation data table. Click "Add Page" to load the next page template. In the control valve calculation data table interface, click the instrument tag number field and select the instrument tag number from the drop-down menu. The intelligent service module will automatically fill the control valve calculation data table template with the instrument attributes and the properties of the medium in the pipeline or container where the instrument is located, pipeline parameters, operating parameters, etc. At the same time, the intelligent service module will automatically call the calculation software in the calculation module to perform selection calculations for the control valve and automatically fill the selection calculation parameters into the control valve calculation data table template. The remaining data in the control valve calculation data table can be manually entered.

[0154] After the design of charts and document files is completed, open the project design file directory template in the corresponding project folder of the project design unit. Right-click on the directory page and select "Automatically generate directory". The intelligent service module will automatically generate the serial number, item file number, item name, version, number of natural sheets, equivalent to drawing #1, subtotal and other contents based on the completed design data in the drawing design area. Reuse design content can be filled in manually.

[0155] like Figure 8 As shown, after the project design is completed, select the project folder, right-click, and select "Review" from the drop-down menu. The intelligent service module automatically sends all commissioned materials and the corresponding project folders of the project design unit in the data receiving area to the reviewer and project manager, and sends a message pop-up notification. After receiving the message notification, the reviewer logs into the system, selects the corresponding project folder in the project review unit, reviews the design documents, selects the standardized quality documents in the corresponding project folder in the quality document unit, and fills in the review comments. After the review is completed, click "Complete." The intelligent service module sends a message to the designer, who reviews the project review comments, modifies the design documents according to the comments, and re-initiates the review. After the review is confirmed, click "Submit." The intelligent service module automatically electronically signs the design documents and creates a project folder in the publication module.

[0156] like Figure 9 As shown, after the design documents are electronically signed, the intelligent service module automatically assigns publishing tasks to the publishing management personnel based on the number of projects, project weights, and project progress already allocated by the publishing management personnel. After receiving the task message, the publishing personnel select the corresponding project folder, check the design documents, and publish the drawings and quality documents.

[0157] Although embodiments of the present invention have been described above in conjunction with the accompanying drawings, the present invention is not limited to the specific embodiments and application fields described above. The specific embodiments described above are merely illustrative and instructive, and not restrictive. Those skilled in the art, guided by the specification, can make many other modifications without departing from the scope of the claims of the present invention, and all of these modifications are within the scope of protection of the present invention.

Claims

1. An intelligent collaborative design and management system, characterized in that, It includes management, design, publishing, computing, data, and intelligent service modules; The management module is used to manage project processes and project activities; The design module is used to design the project and review the project drawings. The publishing module is used to publish the drawings that have passed the review; The calculation module is used to calculate project materials and costs based on the project content; The data module is used to store data generated by other modules and other basic data; The intelligent service module is used for communication control between modules and intelligent service content.

2. The intelligent collaborative design and management system according to claim 1, characterized in that, The management module includes design project management and comprehensive management: The design project management includes project filing, project query, and progress management; The comprehensive management includes meeting management, training management, travel management, and performance evaluation management.

3. The intelligent collaborative design and management system according to claim 2, characterized in that, The project documentation includes: The first-level project planning is carried out by the person in charge of the project organizing department in the project management area on the system homepage, who selects the project file and completes the project information filling and the assignment of the second-level planning tasks. The second-level project planning is carried out by the project leader after receiving the task message. It is based on the first-level project planning. The project leader divides the professional design documents into structural categories and selects the professional disciplines involved in the project and assigns the third-level planning tasks. The third-level planning for the project is carried out by the department head after receiving the system notification, who then selects a professional designer and completes the assignment of the fourth-level planning tasks. The fourth level of project planning is carried out by professional designers after receiving system notifications. They review project information and complete the structural division of professional design documents. After the professional design documents are structurally divided, the intelligent service module automatically assigns design document numbers based on the structural division of the design documents and the corresponding professional document number registration information in the database, and forms a folder with project attributes for the project.

4. The intelligent collaborative design and management system according to claim 2, characterized in that, The meeting management includes: The first-level meeting planning is carried out by the meeting organizer in the meeting management area, who fills in the meeting content, meeting time, and other information, selects participating departments, and assigns the second-level meeting planning tasks; the intelligent service module automatically allocates meeting rooms based on meeting room occupancy and the number of participants. The second-level meeting planning is carried out by the department head after receiving the task message. Based on the first-level meeting planning, the intelligent service module automatically recommends three participants by weighted calculation based on personnel responsibilities, relevance of meeting content, number of assigned projects, project weight and project progress. The department head selects or designates participants and assigns the meeting task to the participants. After receiving the meeting assignment, participants will review the meeting information and complete the participation feedback. If the meeting planning is not carried out at the designated time before the meeting starts, the intelligent service module will automatically assign the meeting task to the participants based on the relevance of the meeting content, personnel responsibilities, the number and weight of the projects undertaken by the personnel, and the weight of the projects. The participants will then confirm their participation. Once the attendees are confirmed, the intelligent service module automatically connects with a third-party business travel system to book hotel accommodations and round-trip tickets based on the meeting time and location, as well as the attendees' information in the data module. The system then sends the accommodation, ticketing, and organizer information to the attendees.

5. The intelligent collaborative design and management system according to claim 1, characterized in that, Training management includes: The first-level training planning is carried out by the training organizers in the training management area, who select training plans, complete the filling in of training content, time, location, etc., and select the department, as well as the second-level planning assignment; The second-level training planning is carried out by the department head after receiving the task message. Based on the first-level training planning, the second-level training planning is carried out. The intelligent service module automatically recommends three participants by weighting the calculation based on personnel responsibilities, relevance of training content, number of projects assigned to personnel, project weight and project progress. The department head selects or designates trainers and assigns training tasks to relevant personnel. After receiving the training assignment, trainees review the training information and complete the feedback. If the training planner fails to conduct the training at the designated time before the training begins, the intelligent service module will perform a weighted calculation based on factors such as personnel responsibilities, relevance of training content, number and quantity of projects the personnel are responsible for, and project weight, and automatically assign training tasks to the trainees, who will then confirm the assignments. Once the trainees are confirmed, the intelligent service module automatically connects to a third-party business travel system based on the training time, location, and personnel information in the data module to book hotel accommodations and round-trip tickets, and sends the accommodation, ticketing, and organizer information to the trainees.

6. The intelligent collaborative design and management system according to claim 1, characterized in that, The travel management includes: First-level travel planning is carried out by travel organizers in the travel management area, who fill in the details of the business trip, such as the content, time, and location, and select the department, as well as assign second-level travel planning tasks. The second-level travel planning is carried out by the department head after receiving the task message. Based on the first-level travel planning, the intelligent service module automatically recommends three travelers based on weighted calculations of personnel responsibilities, relevance of travel content, number of projects assigned to personnel, project weight, and project progress. The department head selects or designates travelers and assigns training tasks to relevant personnel. After receiving the assignment, the employee on the business trip checks the travel information and provides feedback. If the Level 2 travel planning is not completed by the designated time before the start of the business trip, the intelligent service module will perform weighted calculations based on factors such as personnel responsibilities, relevance of travel content, number and weight of projects handled by personnel, and project weight in the data module, and automatically assign the business trip task to the traveler, who will then confirm the business trip. Once the traveler is confirmed, the intelligent service module automatically connects to a third-party business travel system based on the travel time and location, as well as the personnel information in the data module, to book hotel accommodations and round-trip train tickets, and sends the accommodation, ticketing, and organizer information to the traveler.

7. The intelligent collaborative design and management system according to claim 1, characterized in that, The design module includes data submission, project design, project review, and quality documentation. The data commissioning process involves the project leader and project professional designers selecting the required standardized data form template in the data initiation area for online editing. The intelligent service module automatically selects a reviewer to review the data. After the review is completed, the system automatically signs and dispatches the design data commission. After receiving the design commission data, the designer selects the corresponding software in the project design area to carry out the design. The project design unit includes designers using design software and other tools in the design area to design various drawings and documents; The project review process automatically assigns tasks to reviewers based on the number of projects assigned to them, project types, project weights, and project progress. The reviewers then conduct the review upon receiving the task message. The quality documentation includes completing the review and approval record and sending the review and approval comments to the designer. The designer then modifies the drawings based on the review and approval comments and initiates another review and approval process until the review and approval are completed. After that, the system automatically signs the quality documentation electronically.

8. The intelligent collaborative design and management system according to claim 1, characterized in that, The publishing module automatically assigns tasks to publishing managers based on the number of projects, project weights, and project progress already allocated by the publishing managers. Project publishing is then carried out by the publishing managers after receiving the task message.

9. The intelligent collaborative design and management system according to claim 1, characterized in that, The calculation module includes calculations for equipment selection, material usage, equipment load, project cost budget, and personnel performance evaluation coefficients. The calculation module also integrates third-party calculation software, which automatically calculates based on the input data attributes, and the calculated data is stored in the data module.

10. The intelligent collaborative design and management system according to claim 1, characterized in that, The intelligent services module includes intelligent verification and analysis of drawings and documents, automatic generation of standardized document templates, intelligent matching of drawing frames, intelligent generation of text content and data association, automatic matching of project information, automatic identification of document errors, conflict alerts between design content and relevant standard provisions and review comments, standard applicability matching, intelligent allocation of project tasks, automatic association and updating of data information, automatic identification and association of attributes, automatic retrieval and calculation by software, and alerts for missing design content.