A method and system for automatically associating maintenance procedures and information based on equipment codes

By using intelligent association technology based on equipment coding, maintenance-related information is automatically aggregated and pushed, solving the problem of information dispersion in power plant maintenance activities, improving efficiency and consistency, and realizing information support and knowledge empowerment throughout the entire life cycle.

CN122155679APending Publication Date: 2026-06-05CHINA NUCLEAR POWER OPERATION TECH CORP

Patent Information

Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
CHINA NUCLEAR POWER OPERATION TECH CORP
Filing Date
2026-02-04
Publication Date
2026-06-05

AI Technical Summary

Technical Problem

Information in power plant maintenance activities is scattered across multiple systems, resulting in low information acquisition efficiency, incomplete decision-making, inconsistent information, difficulty in knowledge reuse, and insufficient on-site execution support, which affects work efficiency and quality.

Method used

The method and system for automatically associating maintenance procedures and information based on equipment codes automatically aggregate multi-source heterogeneous information using equipment codes as the core master data and leveraging service-oriented architecture and intelligent association technology. It also proactively pushes a holographic view of the equipment within the business context to form a holographic view of the equipment.

Benefits of technology

It significantly improved maintenance preparation efficiency, made more scientific decisions, enhanced on-site work efficiency and safety, achieved information consistency throughout the entire lifecycle, and built an enterprise knowledge empowerment platform.

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Abstract

The application belongs to the technical field of informatization and industrial data integration of nuclear power plants, and provides a maintenance procedure and information automatic association method and system based on equipment coding, the method comprising a receiving request step, a concurrent query step, a data aggregation step and an active push step, and the system comprising an equipment coding unified service module, a data interface adapter group module, an information aggregation and association engine and an active information service module, the application taking equipment coding as core master data, automatically aggregating maintenance related multi-source heterogeneous information through a service architecture and intelligent association technology, and actively pushing in a business context to form a method and system of an equipment holographic view.
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Description

Technical Field

[0001] This application belongs to the field of nuclear power plant information technology and industrial data integration technology, and in particular relates to a method and system for automatically associating maintenance procedures and information based on equipment coding. Background Technology

[0002] Power plant maintenance is a complex process highly dependent on information, involving multiple stages such as maintenance procedure development and execution, work order (EAM system) processing, technical drawing (ECM / PDM system) retrieval, and spare parts (ERP / inventory system) requisition. Currently, this information is scattered across multiple independent "information silos," resulting in the following shortcomings: (1) Information acquisition efficiency is extremely low: In order to prepare for a maintenance work, engineers need to switch between multiple systems such as EAM, ECM, and ERP repeatedly, manually search and verify information, which consumes a lot of time. It is estimated that the information search time can account for more than 40% of the preparation work.

[0003] (2) Incomplete decision-making information and insufficient preparation: Due to the scattered information, it is easy to miss key information, such as the equipment's historical failures, special installation requirements, and alternative spare parts, which can lead to delays, rework, or even incorrect maintenance on site.

[0004] (3) Information inconsistency risk: The equipment model and spare parts code referenced in the maintenance procedure may have been updated, but due to the lack of linkage mechanism, the procedure information is outdated, and there is a risk of operating based on outdated information.

[0005] (4) Difficulty in knowledge reuse: The historical maintenance experience and best practices of the equipment are stored in historical work orders and reports, which are difficult to be effectively referenced in current work, and the same mistakes may be repeated.

[0006] (5) Insufficient on-site execution support: When on-site staff encounter problems, it is difficult to obtain equipment drawings, manuals and other reference materials in a timely manner, which affects work efficiency and quality. Summary of the Invention

[0007] The purpose of this application is to overcome the shortcomings of the prior art and provide a method and system for automatically associating maintenance procedures and information based on equipment codes. The method and system use equipment codes as the core master data, and through service-oriented architecture and intelligent association technology, automatically aggregate multi-source heterogeneous information related to maintenance, and actively push it in the business context to form a holographic view of the equipment.

[0008] To achieve the above objectives, this application provides the following technical solution: Firstly, this application provides a method for automatically associating maintenance procedures and information based on equipment coding, including: S1. Receive a request containing the device code within the user operation context of the maintenance business platform; S2, the information aggregation and association engine, initiates concurrent data queries to external systems through multiple data interface adapters based on the device code; S3, the information aggregation and correlation engine, receives data returned from various external systems, cleans, transforms and standardizes it, and encapsulates it to generate a unified device holographic view data package; S4. Based on the current business context, push the relevant information in the device holographic view data packet to the user in the corresponding interface of the maintenance business platform.

[0009] As an implementable approach, in S4, when the business context is procedural development, the contents of the device holographic view data packet are displayed in the sidebar or pop-up window of the editor interface in response to input or selection of device codes in the digital procedural editor.

[0010] As an feasible approach, in S4, when the business scenario is performed on-site via a mobile terminal, a device information trigger control is provided next to the maintenance steps displayed on the mobile terminal; in response to the user's operation of the control, the content of the device holographic view data packet is displayed, and online preview of associated engineering drawings is supported.

[0011] As an implementable approach, the method also includes: S5. Monitor device master data change events in the unified device coding service; S6. When a change event of a specified device is detected, automatically scan the effective maintenance procedures associated with that device and generate the corresponding procedure update notification or task.

[0012] As one feasible approach, the data interface adapter includes a spare parts management system adapter, which simultaneously initiates queries to the spare parts management system to obtain spare parts inventory and supply information corresponding to the equipment code.

[0013] Secondly, this application provides an automatic association system for maintenance procedures and information based on equipment coding, comprising: The unified equipment coding service module serves as the authoritative source of equipment master data, managing and providing equipment codes and their basic information. The data interface adapter group module connects to multiple external systems and is used to query and return relevant data from the corresponding external systems based on the input device code. The information aggregation and association engine is used to receive query requests containing device codes, concurrently call the corresponding adapters in the data interface adapter group module, process and encapsulate the returned data, and generate a device holographic view data package. The proactive information service module is used to push and display information from the holographic view data package of the equipment to the user according to different maintenance business scenarios.

[0014] As one feasible approach, the data interface adapter group module includes: The drawing management system adapter is used to directly obtain and return the latest version of process drawing data for a specified equipment code; The spare parts management system adapter is used to query and return a list of spare parts, inventory status, and procurement information related to equipment codes from enterprise resource planning or inventory systems.

[0015] As an feasible approach, the proactive information service module is configured to integrate with the digital procedure editor, and in the procedure preparation scenario, it automatically triggers and displays the device holographic view data package in response to the input or selection of device codes.

[0016] As an implementable approach, the proactive information service module is also configured to allow users to reference historical work order experience, drawing links, or spare parts information from the device holographic view data package into the maintenance procedure being edited with a single click.

[0017] As an feasible approach, the proactive information service module is configured to integrate with the mobile execution terminal application, providing on-demand triggering of holographic device information viewing functionality in on-site execution scenarios.

[0018] As one feasible approach, the system also includes: The Change Monitoring and Linkage Service Module is used to monitor changes to the device master data in the Device Coding Unified Service Module, and automatically trigger the review and update notification process for the associated maintenance procedures when a change occurs.

[0019] Compared with existing technologies, the method and system for automatically associating maintenance procedures and information based on equipment codes provided in this application have the following advantages: (1) Revolutionary improvement in maintenance preparation efficiency: It completely liberates engineers from the tedious work of searching for information across systems, and the information preparation time is expected to be reduced by more than 60%, significantly shortening the maintenance preparation cycle.

[0020] (2) Scientific and precise maintenance decision-making: Decisions are made based on a complete holographic view of the equipment (history, drawings, spare parts), which avoids insufficient preparation due to missing information and improves the quality of maintenance plans and the first-time success rate.

[0021] (3) Improved on-site work efficiency and safety: On-site personnel can obtain the necessary technical information in a timely manner, reducing travel and waiting time. At the same time, by reviewing historical work orders and drawings, known risks can be avoided, making the operation safer and more standardized.

[0022] (4) Achieve information consistency throughout the entire life cycle: Through the change monitoring mechanism, it is ensured that the procedures and other documents are synchronized with the actual status of the equipment in real time, eliminating the security risks caused by information lag.

[0023] (5) Building an enterprise knowledge empowerment platform: making the tacit knowledge scattered in various systems explicit and structured, and actively pushing it to those who need it, thus forming a powerful organizational knowledge empowerment system. Attached Figure Description

[0024] To more clearly illustrate the technical solution of this application, the accompanying drawings used in the technical description will be briefly introduced below.

[0025] Figure 1 A flowchart of the method for automatically associating maintenance procedures and information based on equipment codes provided in this application; Figure 2 A schematic diagram of the automatic association system for maintenance procedures and information based on equipment coding provided in this application. Detailed Implementation

[0026] The following detailed description provides further details on specific implementation methods.

[0027] like Figure 1 As shown, this application provides a method for automatically associating maintenance procedures and information based on equipment codes, including the following steps: S1. Receiving Request Steps: In the user interface of the maintenance business platform, receive the device code triggered or carried by the user's operation; S2. Concurrent Query Steps: The information aggregation and association engine concurrently calls multiple data interface adapters based on the device code to simultaneously initiate data query requests to at least two external systems, including the Enterprise Asset Management System (EAM) and the Enterprise Content Management System (ECM). S3. Data aggregation step: The information aggregation and correlation engine receives and processes the returned data from multiple data interface adapters, performs data cleaning and standardization, and then encapsulates and generates a device holographic view data package. S4. Proactive Push Steps: Based on the current business scenario context, proactively push relevant information from the device holographic view data package to the user in the corresponding interface of the maintenance business platform.

[0028] Specifically, during the request receiving process, on the maintenance business platform (such as a digital maintenance procedure editor or mobile execution terminal), users will trigger operations involving equipment codes when performing procedure creation, on-site maintenance, or information retrieval. For example, in the PC-based procedure editor, users enter or select equipment codes from a drop-down list; on the mobile execution terminal, users scan the equipment QR code or select equipment codes from work orders.

[0029] The system obtains device codes by listening to user interface events (such as changes in input boxes and button clicks), encapsulates them into standardized query requests, and sends them to the information aggregation and association engine.

[0030] The key to this step is the accurate acquisition and context binding of the device code, ensuring that subsequent queries match the current business scenario (such as procedure preparation, work order execution, and device query).

[0031] Specifically, in the concurrent query step, after receiving the device code, the information aggregation and association engine concurrently calls multiple data interface adapters to initiate query requests to external systems based on the pre-configured data source mapping relationship. The specific process is as follows: Parse device codes: The engine parses device codes to identify device type, system affiliation, and other information to determine the list of external systems to be queried; Concurrent requests: Simultaneously send queries to the following systems using thread pools or asynchronous messaging mechanisms: EAM system: query equipment historical work orders, maintenance records, fault descriptions, etc.; ECM system: Query equipment technical documents, drawings, manuals, etc.; ERP / Inventory System: Query spare parts list, inventory status, and procurement information; Drawing Management System: Query the latest version of process drawings; Timeout and fault tolerance mechanism: Set query timeout and perform degradation processing for some system query failures (such as returning cached data or missing prompt information).

[0032] The core of this step is high-concurrency, low-latency cross-system data querying, which improves the overall response speed through parallel calls.

[0033] Specifically, in the data aggregation step, after receiving the raw data returned by each adapter, the information aggregation and association engine performs the following processing: Data cleaning: Remove duplicate, invalid, or incorrectly formatted data; standardize time formats, units, and encoding systems (such as KKS encoding standardization). Data transformation and standardization: Transform heterogeneous data returned by various systems (such as XML, JSON, and database tables) into a unified internal data model; map field names to ensure semantic consistency (e.g., unify "device number" as "device code"); Data encapsulation: The cleaned data is organized into a structured "equipment holographic view" data package (usually in JSON format) according to business logic; the data package contains multiple logical modules, such as: basic information, work order history, drawing list, spare parts list, related documents, etc. Caching mechanism: Cache the processed data packets in memory or a distributed cache, set a reasonable expiration time, and improve the response speed of subsequent identical queries.

[0034] The key to this step lies in the standardization and structured encapsulation of data, providing the front end with a unified, complete, and highly readable data view.

[0035] Specifically, the proactive push process includes: When the business scenario involves procedure preparation, in the digital procedure editor interface, in response to the input or selection of equipment codes, the contents of the equipment holographic view data package are displayed in tabs in the sidebar or floating window of the editor. The tabs include at least the work order history tab and the drawing data tab.

[0036] Specifically, the proactive push process includes: When the business scenario involves on-site execution on a mobile device, a device information trigger control is provided next to the maintenance steps displayed on the mobile terminal; in response to the user's operation of the control, the contents of the device holographic view data package are displayed, and online preview of associated engineering drawings is supported.

[0037] Preferably, the method further includes: S5. Change monitoring steps: Monitor device master data change events in the device coding unification service; S6. Linked Update Steps: When a change event of a specified device is detected, automatically scan the effective maintenance procedures associated with that device and generate the corresponding procedure update notification or task.

[0038] Specifically, the data interface adapter also includes a spare parts management system adapter; in the concurrent query step, a query is simultaneously initiated to the spare parts management system to obtain spare parts inventory and supply information corresponding to the equipment code; the equipment holographic view data package contains spare parts information.

[0039] Specifically, the content of the equipment holographic view data package is organized in tabs, and the tabs include at least: a work order history page for displaying historical maintenance records, a drawing data page for displaying a list of technical drawings, and a spare parts information page for displaying a list of recommended spare parts.

[0040] Furthermore, this application also provides an automatic association system for maintenance procedures and information based on equipment coding, such as... Figure 2 As shown, it includes: The unified equipment coding service module serves as the sole authoritative source of equipment master data, providing basic information centered on equipment coding. The data interface adapter group module connects to multiple external systems and is used to query and return relevant data from the corresponding external systems based on the input device code; the external systems include at least an Enterprise Asset Management System (EAM) and an Enterprise Content Management System (ECM). The information aggregation and association engine module communicates with the device coding unified service module and the data interface adapter group module. It is used to receive query requests containing device codes, concurrently call the data interface adapter group module, and clean, transform and encapsulate the returned heterogeneous data to generate a structured device holographic view data package. The proactive information service module, connected to the information aggregation and association engine module, is used to proactively push and display information from the device holographic view data package to users based on different maintenance business scenarios.

[0041] Specifically, the proactive information service module is configured as follows: In the process of program development, it integrates with the digital program editor, which can actively trigger and display the equipment holographic view data package in the editor, and support users to import historical work order experience, drawing links or spare parts information from the view into the program being edited with one click.

[0042] Specifically, the proactive information service module is also configured to integrate with the mobile execution terminal application, providing on-demand triggering of holographic equipment information viewing function in on-site execution scenarios, and supporting online browsing of associated engineering drawings on mobile devices.

[0043] Specifically, the data interface adapter group module also includes: The drawing management system adapter is used to directly obtain and return the latest version of engineering drawing data with a specified device code; The spare parts management system adapter is used to query and return a list of spare parts, inventory status, and procurement information related to equipment codes from enterprise resource planning (ERP) or inventory systems.

[0044] Preferably, the system also includes a change monitoring and linkage service module, which is connected to the device coding unified service module to monitor changes in device master data and automatically trigger the review and update process of relevant maintenance procedures when a change occurs.

[0045] Example The system in this embodiment is a data middleware service, and its core architecture includes: (1) Unified Equipment Coding Service (Master Data Service) Establish the power plant's standard equipment coding system (such as KKS coding) as the unique master data and associated index for the entire system.

[0046] Its function is to provide basic information on all equipment in the plant, including equipment code, name, model, specifications, installation location, and system to which it belongs. This service is the authoritative source of equipment information.

[0047] (2) Data interface adapter group Its function is to communicate and exchange data with various heterogeneous external systems. A dedicated adapter is developed for each external system to shield it from the differences in their underlying interfaces.

[0048] Adapt to target systems: EAM (Enterprise Asset Management System) adapter: Used to query work order information related to a device based on its equipment code, including: historical maintenance records, fault descriptions, replaced parts, maintenance costs, and pending preventative maintenance plans.

[0049] ECM (Enterprise Content Management System) Adapter: Used to query technical documents related to the device based on the device code, including: device manual, certificate of conformity, calculation sheet, two-dimensional drawings, three-dimensional model, installation and commissioning report, etc.

[0050] Drawing Management System Adapter: Used to directly acquire and display the latest engineering drawings (such as P&ID drawings, assembly drawings, and layout drawings) of equipment, and provide online previews or in-depth links.

[0051] Spare Parts Management System (ERP) Adapter: Used to query spare parts information based on equipment codes, including: recommended spare parts list, spare parts codes, inventory quantity, inventory location, supplier information, procurement cycle, etc.

[0052] Technical implementation: The adapter obtains data by calling APIs provided by various systems (such as RESTful API, SOAP Web Service) or through database middleware.

[0053] (3) Information aggregation and association engine It is responsible for coordinating the data processing flow.

[0054] Receive Request: Receive a query request containing the device code from an upstream application (such as a procedure editor or mobile execution client).

[0055] Concurrent queries: Call the corresponding data interface adapter to send concurrent data query requests to multiple external systems to reduce the overall response time.

[0056] Data cleaning and transformation: Cleaning, formatting, and standardizing heterogeneous data returned from various systems, and encapsulating it into a unified, structured data object (such as JSON format).

[0057] Association encapsulation: Organize data from different sources according to business logic to form a "device holographic view" data package.

[0058] (4) Proactive Information Service Module It is responsible for "pushing" the aggregated information to users at key business nodes. Its core lies in "scenario-based intelligent push".

[0059] 1) Push scenario one: When compiling procedures.

[0060] Triggering time: When the procedure engineer enters or selects a device code in the digital procedure editor.

[0061] Presentation: The "Device Holographic View" panel is displayed on the side of the editor interface or in a pop-up window. This panel is typically organized in tabs. Basic Information Page: Displays device name, model, location, etc.

[0062] Work Order History Page: Displays historical maintenance records in a list. Click to view details. Supports one-click referencing of lessons learned from historical work orders into the "Notes" section of the procedure.

[0063] Drawings page: Displays a list of drawings, supporting online preview or download. Engineers can insert links to key drawings into the specification appendix.

[0064] Spare parts information page: Displays a recommended spare parts list, and supports one-click insertion of spare parts codes and descriptions into the "Spare Parts List" table of the procedure.

[0065] 2) Push scenario two: When executed on mobile devices.

[0066] Triggering timing: When on-site staff perform a step associated with a specific device on a mobile terminal.

[0067] Presentation format: Information available on demand: A "View Device Information" icon will appear next to the steps. Clicking it will allow you to view the device's holographic information.

[0068] Augmented Reality (AR) Guidance (Advanced Feature): By integrating with AR glasses, after scanning the device, the device name, key parameters, operation instructions, or 3D disassembly and assembly animations can be directly overlaid in the field of view.

[0069] Instant access to drawings: You can directly open and browse the device's 2D / 3D drawings online on your mobile device without having to return to the office to view paper drawings.

[0070] (5) Change monitoring and linkage services It enables reverse flow and closed-loop management of information.

[0071] Listen: Listen for changes to device master data in the unified device coding service (such as device coding updates and device retirement).

[0072] Trigger Action: When a change is detected, automatically scan all active maintenance procedures associated with the device.

[0073] Notifications and Action Items: Send notifications to the responsible engineers of the relevant procedures and automatically create "Procedure Upgrade" action items in the task management system to ensure that the procedures are consistent with the physical status.

[0074] The method flow corresponding to this embodiment is as follows: 1) Receiving Request Steps: In the specific context of the maintenance business platform (PC or mobile terminal), receive the device code contained in the user operation.

[0075] 2) Concurrent query steps: Based on the device code, the information aggregation engine initiates concurrent data queries to external systems through multiple data interface adapters.

[0076] 3) Data aggregation steps: The engine receives, cleans, transforms and encapsulates the data returned from various systems to generate a device holographic view data package.

[0077] 4) Proactive push step: Based on the current business context (compilation or execution), accurately and user-friendly push the holographic view data to the user.

[0078] In summary, this application presents a method and system for automatically associating maintenance procedures with work orders, drawings, and spare parts information based on equipment codes. Using equipment codes as the core master data, it automatically aggregates multi-source heterogeneous maintenance-related information through a service-oriented architecture and intelligent association technology, and proactively pushes this information within the business context to form a holistic view of the equipment. This application constructs a "proactive, accurate, and efficient" information service system with the following advantages: Information aggregation: Using device codes as keys, one click unlocks all related information.

[0079] Proactive service: At appropriate times during procedure preparation and on-site implementation, relevant information is automatically pushed without manual inquiry.

[0080] Ensure consistency: Ensure that the information used in maintenance activities is accurate and up-to-date.

[0081] Empowering Decisions: Providing comprehensive data support for maintenance strategy development and on-site problem solving.

[0082] The above description is only a specific embodiment of this application, but the protection scope of this application is not limited thereto. Any changes or substitutions that can be easily conceived by those skilled in the art within the scope of the technology disclosed in this application should be included within the protection scope of this application.

Claims

1. A method for automatically associating maintenance procedures and information based on equipment coding, characterized in that, include: S1. Receive a request containing the device code within the user operation context of the maintenance business platform; S2, the information aggregation and association engine, initiates concurrent data queries to external systems through multiple data interface adapters based on the device code; S3, the information aggregation and correlation engine, receives data returned from various external systems, cleans, transforms and standardizes it, and encapsulates it to generate a unified device holographic view data package; S4. Based on the current business context, push the relevant information in the device holographic view data packet to the user in the corresponding interface of the maintenance business platform.

2. The method for automatically associating maintenance procedures and information based on equipment coding according to claim 1, characterized in that, In S4, when the business context is procedure preparation, the contents of the device holographic view data packet are displayed in the side of the editor interface or in a pop-up window in response to the input or selection operation of the device code in the digital procedure editor.

3. The method for automatically associating maintenance procedures and information based on equipment coding according to claim 1, characterized in that, In S4, when the business scenario is performed on-site on a mobile device, a device information trigger control is provided next to the maintenance steps displayed on the mobile terminal; responding to the user's operation of the control, the content of the device holographic view data package is displayed, and online preview of associated engineering drawings is supported.

4. The method for automatically associating maintenance procedures and information based on equipment coding according to claim 1, characterized in that, The method also includes: S5. Monitor device master data change events in the unified device coding service; S6. When a change event of a specified device is detected, automatically scan the effective maintenance procedures associated with that device and generate the corresponding procedure update notification or task.

5. The method for automatically associating maintenance procedures and information based on equipment coding according to claim 1, characterized in that, The data interface adapter includes a spare parts management system adapter, which simultaneously initiates queries to the spare parts management system to obtain spare parts inventory and supply information corresponding to the equipment code.

6. A system for automatically linking maintenance procedures and information based on equipment coding, characterized in that, include: The unified equipment coding service module serves as the authoritative source of equipment master data, managing and providing equipment codes and their basic information. The data interface adapter group module connects to multiple external systems and is used to query and return relevant data from the corresponding external systems based on the input device code. The information aggregation and association engine is used to receive query requests containing device codes, concurrently call the corresponding adapters in the data interface adapter group module, process and encapsulate the returned data, and generate a device holographic view data package. The proactive information service module is used to push and display information from the holographic view data package of the equipment to the user according to different maintenance business scenarios.

7. The automatic association system for maintenance procedures and information based on equipment coding according to claim 6, characterized in that, The data interface adapter group module includes: The drawing management system adapter is used to directly obtain and return the latest version of engineering drawing data with a specified device code; The spare parts management system adapter is used to query and return a list of spare parts, inventory status, and procurement information related to equipment codes from enterprise resource planning or inventory systems.

8. The automatic association system for maintenance procedures and information based on equipment coding as described in claim 6, characterized in that, The proactive information service module is configured to integrate with the digital procedure editor. In the procedure preparation scenario, it automatically triggers and displays the device holographic view data package in response to the input or selection of device codes.

9. The automatic association system for maintenance procedures and information based on equipment coding according to claim 6, characterized in that, The proactive information service module is also configured to allow users to reference historical work order experience, drawing links, or spare parts information from the device holographic view data package into the maintenance procedure being edited with one click.

10. The automatic association system for maintenance procedures and information based on equipment coding according to claim 6, characterized in that, The system also includes: The Change Monitoring and Linkage Service Module is used to monitor changes to the device master data in the Device Coding Unified Service Module, and automatically trigger the review and update notification process for the associated maintenance procedures when a change occurs.