Method and mobile transport unit for commissioning a field device or performing a service job on the field device in an automation system

DE502021008264D1Active Publication Date: 2025-08-21ENDRESS HAUSER PROCESS SOLUTIONS AG
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Patent Information

Application Number
DE502021008264
Authority / Receiving Office
DE · DE
Patent Type
Patents
Current Assignee / Owner
Priority Date
2020-12-21
Filing Date
2021-11-18
Publication Date
2025-08-21
Estimated Expiration
2041-11-18

AI Technical Summary

Technical Problem

The increasing complexity of field device portfolios and the decreasing specialization of service personnel necessitate more efficient and error-reduced methods for commissioning and maintenance of field devices in industrial plants, often requiring physical presence and posing safety concerns.

Method used

A mobile transport unit equipped with navigation, communication, and AI capabilities guides and assists operators through the system, providing real-time instructions and tools necessary for commissioning and maintenance tasks, including wireless data transfer and obstacle avoidance.

Benefits of technology

Enhances operator efficiency, reduces errors, and ensures safety by guiding operators to field devices, providing necessary information, and ensuring correct execution of tasks, even in challenging environments.

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Description

[0001] The invention relates to a method for carrying out commissioning of a field device or a service order on the field device in an automation system, wherein a mobile transport unit is used in the system, wherein the mobile transport unit has a position determination unit and is designed for navigation in the system, and wherein the mobile transport unit has at least one output unit.

[0002] Field devices used in industrial plants are already known from the state of the art. Field devices are widely used in automation technology as well as in production automation. Field devices essentially refer to all devices used close to the process and that provide or process-relevant information. Field devices are used to record and / or influence process variables. Sensor units are used to record process variables. These are used, for example, for pressure and temperature measurement, conductivity measurement, flow measurement, pH measurement, level measurement, etc., and record the corresponding process variables such as pressure, temperature, conductivity, pH value, level, flow, etc. Actuator systems are used to influence process variables.These include, for example, pumps or valves that can influence the flow of a fluid in a pipe or the fill level in a container. In addition to the previously mentioned measuring devices and actuators, field devices also include remote I / Os, wireless adapters, and generally devices located at the field level.

[0003] In modern industrial plants, field devices are usually connected to higher-level units via communication networks such as field buses (Profibus ®< , Foundation ®< Fieldbus, HART ®< , etc.). The higher-level units are control units such as a PLC (programmable logic controller), a DCS (process control system) or cloud (database that can be contacted via the Internet). The higher-level units are used, among other things, for process control, data storage and data evaluation, as well as for commissioning the field devices. The measured values recorded by the field devices, in particular by the sensor units, are transmitted via the respective bus system to one (or possibly several) higher-level units, which then further process the measured values and forward them to the control center or other systems in the plant.The control center and the other systems serve for process visualization, process monitoring, process optimization, maintenance, data analysis, and process control via the higher-level units. In addition, data transmission from the higher-level unit to the field devices via the bus system is required, particularly for configuring and parameterizing field devices and controlling actuators.

[0004] DE102018130989A1 discloses a system that monitors or operates at least one field device used to determine or monitor physical or chemical process variables in automation technology.

[0005] US20160282872A1 describes a system and method for monitoring an industrial plant using an autonomous vehicle equipped with sensors.

[0006] With the advancing digitalization of the Internet of Things (IoT) and Industry 4.0, which also extends to process plant components, there is an increased need to make data from field devices, especially measurement data, diagnostic data, parameter values, etc., available centrally and to create added value from this data (keywords in this regard include "Big Data Analysis," "Predictive Maintenance," etc.). The central location is often understood to be a platform accessible via the internet, especially a so-called cloud-based platform.

[0007] Despite advancing digitalization, it is necessary for service personnel to physically visit field devices for commissioning and / or maintenance and service work and to perform the necessary actions and operations on the field device. However, fewer and fewer service personnel are deployed. Service personnel are also less specialized these days, which is due to the fact that the field device portfolios of various field device manufacturers are constantly expanding. The complexity of the tasks performed by service personnel is increasing, for example, maintaining production facilities in good condition and anticipating and preparing for future work.

[0008] In addition, a service technician typically works alone, which can be time-consuming and pose safety concerns. The daily activities that the service technician must perform are very demanding – support from a second service technician would be very welcome and would reduce response time, potentially increasing plant availability. For example, in understanding the diagnostics provided by a field device, suggesting corrective measures, and planning the intervention in the production program.

[0009] A service technician may also have a physical impairment that may limit or prevent certain activities in the field.

[0010] Based on this problem, the invention is based on the object of increasing the efficiency of an operator when commissioning a field device and solving service orders on a field device and reducing the susceptibility to errors.

[0011] The object is achieved by a method according to claim 1.

[0012] The advantage of the method according to the invention is that an operator is supported by a mobile transport unit while performing operating actions on a field device. In a first step, the mobile transport unit guides the operator through the system to the corresponding field device. In a second step, the actual assistance follows, in which the actions to be performed are explained to the operator. This reduces errors when performing operating actions.

[0013] The operator is, for example, a member of the service personnel of the plant or the field device manufacturer, in particular a service technician.

[0014] The actions to be carried out include both physical actions, such as connecting cables, working on hardware components of the field device or its measuring environment (flanges, pipes, fastenings, etc.), as well as software-based operations, such as parameterizing a field device.

[0015] Field devices mentioned in connection with the method according to the invention have already been described by way of example in the introductory part of the description. If the field device is designed to detect at least one physical, chemical, or other variable in the process, the field device has a sensor unit that serves to detect the variable, for example, a temperature value, a pressure, a density, etc. If the field device is designed to influence variables of a process, the field device has an actuator unit, for example, a valve, that serves to influence the variables of the process, for example, setting a flow rate.

[0016] According to an advantageous embodiment of the method according to the invention, the mobile transport unit establishes a wireless first communication connection during the assistance process and reads data, in particular parameter or configuration settings, a device status or measured values, from the field device via the first communication connection, wherein the specification and / or explanation of the actions to be performed is adapted to the read-out data. The wireless first communication connection is based, for example, on Bluetooth, in particular Bluetooth LE, WiFi or Wireless HART. Data from the field devices is required for many of the actions to be performed. For example, if an error occurs on a field device, the exact cause of the error must be determined, for which purpose special diagnostic messages and / or certain parameter values are used.

[0017] According to an advantageous embodiment of the method according to the invention, the mobile transport unit is at least temporarily in a second communication connection via the Internet with a cloud-based platform, wherein the commissioning notification or the service notification is transmitted from the cloud-based platform to the mobile transport unit via the second communication connection. The second communication connection is established, for example, via a cellular network or via WiFi. The mobile transport unit has the necessary hardware and software for this, as well as a SIM card if necessary. Furthermore, the mobile transport unit has the corresponding information to contact the cloud-based platform and, if necessary, to authenticate / authorize itself. In order to transmit the commissioning notification or the service notification,The service notification requires the mobile transport unit to be registered in advance in the cloud-based platform.

[0018] Alternatively, the second communication channel can also be established via the communication network (e.g., via a gateway deployed in the communication network, to which the mobile transport unit wirelessly transmits or receives data from it), into which the field device is integrated and transmits its measured values to a control center of the plant. This communication network can, as described above, be an automation technology fieldbus. A so-called edge device is then deployed in this communication network, which transmits data from this communication network (including the data from the mobile transport unit) to the cloud-based platform via the Internet or receives data from this cloud-based platform.

[0019] A "cloud-based platform" is a server that can be contacted by an operator, the field devices and / or the mobile transport unit via the Internet or local network, on which one or more applications are executed that enable the creation and transmission of the commissioning notification or the service notification to the mobile transport unit.

[0020] According to an advantageous embodiment of the method according to the invention, it is provided that the mobile transport unit, in the event that the second communication connection cannot be established at the current location of the mobile transport unit, navigates to a defined location in the system at which defined location the second communication connection can be established, wherein the mobile transport unit establishes the second communication connection after navigating to the defined location, and wherein the mobile transport unit temporarily stores data to be transmitted to the cloud-based platform and / or the commissioning notification or service notification transmitted by the cloud-based platform before or after the communication connection is established at the defined location.Depending on the position within the facility, the second communication connection may not be established if, for example, Wi-Fi routers are out of range of the mobile transport unit or if the structure of the facility, such as a shielding metal roof, does not allow a connection to a cellular network. The defined location represents a location within (or possibly outside) the facility where the appropriate infrastructure for establishing the second communication connection is available, such as a Wi-Fi router. The defined location can also be used to charge the mobile transport unit and must have the necessary technical infrastructure for this.

[0021] According to a further development of the method according to the invention, the mobile transport unit has a camera unit, and the mobile transport unit observes the operator while guiding the operator to the installation position of the field device and adapts its speed during navigation to the speed of the operator. The mobile transport unit moves in front of the operator and the operator follows the mobile transport unit. The mobile transport unit determines the route to the field device in advance, for example using GPS or a system plan. In particular, the distance to the operator is not greater than a predetermined value. If the mobile transport unit notices that the operator is having difficulty following, the mobile transport unit reduces its speed accordingly, or increases its speed if the operator is too close.

[0022] According to a non-claimed embodiment of the method according to the invention, the mobile transport unit informs the operator of moving and / or stationary obstacles during navigation by means of the output unit, wherein the mobile transport unit detects and recognizes the moving or stationary obstacles by means of the camera unit and / or wherein the stationary obstacles have been made known to the mobile transport unit in advance, for example by means of a system plan stored on the mobile transport unit. Depending on the design of the output unit, the notification can be visual and / or acoustic. The stationary obstacles are immobile obstacles located at fixed locations in the system, for example walls or system components (e.g. containers or pipelines). The movable obstacles are obstacles that are temporarily located in one location (e.g.Deliveries such as pallets or boxes, etc.) or obstacles that are constantly changing their position (e.g. people, other mobile transport units, etc.).

[0023] According to an advantageous embodiment of the method according to the invention, a display or projector is used as the output unit, wherein installation information and / or product information of the field device are visualized to specify and / or explain the actions to be performed. For example, videos are visualized that demonstrate the actions to be performed, or device documentation is displayed.

[0024] According to an advantageous embodiment of the method according to the invention, an acoustic reproduction device, in particular a loudspeaker, is used as the output unit, with the instructions and / or explanations of the actions to be performed being provided by voice output. The voice output is provided, for example, based on pre-recorded voice recordings or is generated by the mobile transport unit, for example, an artificial voice based on "text-to-speech."

[0025] According to an advantageous embodiment of the method according to the invention, it is provided that the artificial voice used for the speech output varies depending on the criticality of the action to be carried out, in particular with regard to the volume, the tone of voice and / or the speaking speed.

[0026] According to a non-claimed embodiment of the method according to the invention, the mobile transport unit has an additional output unit in the form of a laser pointer. While specifying and / or explaining the actions to be performed, the mobile transport unit uses the additional output unit to point to locations or components of the field device and / or system that are important for executing the actions. This is particularly intended for physically performed actions.

[0027] According to an advantageous embodiment of the method according to the invention, the operator, during the assistance process, asks the mobile transport unit questions regarding the actions to be performed. The mobile transport unit then provides the operator with further information regarding the actions to be performed via the output unit, depending on the questions. Depending on the output unit, the answers can be provided in text form or via voice output.

[0028] According to a first variant of the method according to the invention, it is provided that the mobile transport unit has an input unit, in particular a microphone unit or a touch display, for entering the questions, wherein the mobile transport unit analyses the questions by means of a KI algorithm or by means of additional data, in particular data queried from the field device and / or from the cloud-based platform, and wherein the mobile transport unit creates the further information by means of the KI algorithm or the additional data.

[0029] According to a second variant of the method according to the invention, it is provided that the mobile transport unit has an input unit, in particular a microphone unit or a touch display, for entering the questions, and wherein the mobile transport unit transmits the questions to the cloud-based platform by means of the second communication connection, wherein the cloud-based platform analyses the questions by means of a KI algorithm or additional data, in particular data stored on the cloud-based platform and / or queried by the field device, wherein the cloud-based platform creates the further information by means of the KI algorithm or the additional data, and wherein the cloud-based platform transmits the further information to the mobile transport unit via the second communication connection.

[0030] For both variants, it can also be provided that the input unit is not part of the mobile means of transport, but part of a mobile operating unit, in particular a tablet or a smartphone, which has an operating application for the mobile transport unit and which transmits the questions to the mobile transport unit by means of a third wireless communication connection, or which operating application has the Kl algorithm and carries out the analysis of the questions and the creation of the further information, or which operating application transmits the questions to the cloud-based platform and receives the further information from the cloud-based platform, provides it to the operator and / or transmits it to the mobile transport unit.

[0031] In both cases, the AI algorithm can be designed, for example, as a neural network or based on deep learning or a similarly suitable method and can be learned in advance using training data concerning specific actions for the corresponding applications and corresponding text and / or speech recognition.

[0032] An advantageous development of the method according to the invention provides that the commissioning notification or the service notification contains information about at least one aid required for carrying out the actions and / or actions, in particular a tool, a spare part or a safety device.

[0033] Examples of tools include: Screwdrivers, soldering or welding devices, pliers, clamps, string cutters, etc., or electronic devices, for example control units for connecting to a field device.

[0034] Examples of spare parts are: Electronic elements, sensor elements, or fastening elements such as screws, bolts, wires, etc.

[0035] Examples of security measures include: Gloves, safety goggles, or safety helmets.

[0036] According to an advantageous embodiment of the method according to the invention, the mobile transport unit, after receiving the commissioning notification or the service notification and before the step of guiding the operator to the installation position of the field device, navigates to a storage location and retrieves the auxiliary device from there and carries it with it. In particular, the storage location can be the defined location in the system where the second communication connection can be established and / or where the mobile transport unit can be charged.

[0037] According to an advantageous embodiment of the method according to the invention, the mobile transport unit has a camera unit. The transport unit uses the camera unit to check whether the operator is carrying the required tool. If the operator is not carrying the required tool, the mobile transport unit hands the tool over to the operator and, in particular, navigates to a storage location before handing it over and retrieves the tool from there. Image recognition can also be performed using a KI algorithm.

[0038] According to an advantageous embodiment of the method according to the invention, the commissioning notification or the service notification contains information about the correct use of the tool. The mobile transport unit uses the camera unit to check whether the tool is being used correctly by the operator. If the operator does not use the tool or does not use it correctly, the mobile transport unit informs the operator about the correct use of the tool via the output unit. Image recognition can also be performed using a KI algorithm. Depending on the output unit, the notification can be issued in text form or via voice output.

[0039] According to an advantageous embodiment of the method according to the invention, it is provided that the mobile transport unit has a camera unit, wherein the mobile transport unit observes the operator during the execution of the operating action by means of the camera unit and, in the event of incorrect execution of actions or actions, informs the operator by means of the output unit about the incorrect execution.

[0040] Alternatively, it can be provided that the mobile transport unit has a camera unit, wherein the mobile transport unit observes the operator during the execution of the operating action by means of the camera unit or checks the result of the operating action and confirms the correct execution by means of the output unit.

[0041] In both cases, image recognition can also be performed using an AI algorithm. Depending on the output device, the information and / or confirmation can be provided in text form or via voice output. This increases security and ensures the correct execution of actions or operating actions.

[0042] According to an advantageous embodiment of the method according to the invention, the mobile transport unit performs at least one action during the assistance process, and the operator is requested to confirm each action. This is particularly advantageous in situations in which the field device is installed in a location that is difficult for the operator to reach, for example at a great height or in a confined space, or in which the operator does not carry an operating unit with them. The mobile transport unit can thus connect to the field device wirelessly, for example, and perform parameterization or a physical action on the field device, such as replacing a component of the field device with a spare part. The operator's confirmation increases the level of security, so that, for example, incorrect parameter values are not written to the field device.

[0043] According to an advantageous embodiment of the method according to the invention, if confirmation is not received, the corresponding action is reversed. The operator can actively refuse confirmation. Alternatively, it can be provided to wait a predetermined period of time for confirmation and, if confirmation is not received after the expiration of the period, to reverse the corresponding action.

[0044] Furthermore, the object is achieved by a mobile transport unit according to claim 12.

[0045] According to an advantageous embodiment of the mobile transport unit according to the invention, a flight-capable drone, in particular a rotary drone, or an automated guided vehicle is used. A rotary drone has one or more rotors. Examples of rotary drones are single-rotor drones, tricopters, quadcopters, hexacopters, or octocopters.

[0046] An automated guided vehicle (AGV) is a ground-based conveying device with its own drive, which is automatically controlled and guided without contact. Depending on the type of system and the field device's application, other types of mobile transport units can also be used, such as floating and / or submersible drones for underwater applications.

[0047] The invention is explained in more detail with reference to the following figures. Fig. 1: an example for carrying out the first method step of the method according to the invention; and Fig. 2 : several examples for carrying out the second method step of the method according to the invention.

[0048] The method according to the invention consists of two essential method steps: 1) guiding an operator BN by means of a mobile transport unit MT to a field device FG on which an operating action is to be performed, and 2) assisting the operator BN by means of the mobile transport unit MT during the execution of the operating action.

[0049] Fig. 1outlines the first process step as an example. A field device FG in the form of a flowmeter is installed in plant A. An error occurs on the field device FG during operation – the measured flow values are outside a permitted range, and the field device FG returns the error message "out of spec." Since measurements with a secondary flowmeter show no deviation and the process otherwise behaves normally, the error lies with the field device FG itself. A service notification IN is then created in the control room using an application on a cloud-based platform CP. To resolve the service issue as quickly as possible, an operator BN, specifically a member of the service staff, is dispatched to plant A.

[0050] Plant A has a multitude of different measuring points, each with a multitude of field devices. For an operator BN who is unfamiliar with Plant A, it is a time-consuming procedure to identify, locate, and locate the field device FG to be selected using a plant plan. For this reason, the operator BN is provided with a mobile transport vehicle MT in the form of a rotating drone. The service notification IN is transmitted from the cloud-based platform CP to the mobile transport unit MT via a communication connection, e.g., established via a mobile network. The service notification IN contains the identification of the field device FG in question, as well as at least one operating action to be performed on the field device FG, or information about this action in order to be able to rectify the error on the field device FG.

[0051] Based on the identification of the field device FG, the mobile transport unit determines the location of the field device FG, or its installation position in system A. For this purpose, a system plan is stored in the mobile transport unit MT, which contains the location of all field devices in system A. If the system plan is not up to date, or the field device FG is not yet available (for example, if it has yet to be commissioned), the mobile transport unit MT retrieves the location of the field device FG from the cloud-based platform. Alternatively, the location of the field device FG can also be included in the service identification.

[0052] Using a positioning unit, in particular a GPS system, the mobile transport unit MT determines its current location and, using the system plan, creates a route RT to the field device FG. The system plan also includes the locations and dimensions of stationary obstacles HS, HS'. In this example, a control cabinet as the stationary obstacle HS, and a measuring point with a tank and a pipeline as the stationary obstacle HS'. The route RT is planned such that it passes the stationary obstacles HS, HS' at a sufficiently large distance.

[0053] After the route RT has been created, and in particular after confirmation by the operator BN, the mobile transport unit MT begins to navigate through facility A along the route RT. For navigation, the mobile transport unit uses the positioning unit and one or more built-in camera units KA. The mobile transport unit MT navigates autonomously along the route RT through the facility, with the operator BN following the mobile transport unit. Using the camera unit KA, the mobile transport unit MT first checks whether the operator BN is still following, or that the distance to the operator BN is not becoming too great, and adjusts the navigation speed accordingly.

[0054] Second, the path in front of the mobile transport unit or the surrounding area is scanned for further obstacles HB, HS, HS'. In particular, the path or the surrounding area is scanned for further stationary obstacles HS, HS', such as cable ducts, sleepers, taut cables, pallets, etc., which are difficult for the operator to see, especially in the dark, and could lead to injuries. Likewise, moving obstacles HB are scanned, such as additional personnel in the facility or additional mobile transport units. If another obstacle HS, HS', HB is detected, the operator BN is alerted to the obstacle HS, HS', HB via an output unit AE, AE', AE" of the mobile transport unit MT, particularly via voice output. Furthermore, the route RT is adjusted accordingly so that the obstacle HS, HS', HB is avoided.

[0055] Navigation ends when the field device FG is reached. The mobile transport unit then assists the operator BN in performing the operating action to resolve the error.

[0056] Fig. 2 shows several examples of how the mobile transport unit MT can assist the operator BN in performing the operating action. The following list is not exhaustive, so the invention encompasses a multitude of further assistance processes. a) Querying additional data DA from the field device FG:

[0057] In order to best support the operator BN in carrying out the operating action, additional data DA from the field device FG may be required which is not included in the service notification IN, in particular parameter or configuration settings, a device status or measured values. For this purpose, the mobile transport unit MT establishes a wireless communication connection to the field device FG and reads the corresponding data DA. For this purpose, it can be provided that the mobile transport unit MT must authenticate itself to the field device FG. For this purpose, the operator BN is asked to enter login data or a biometric feature via an input unit of the mobile transport unit or via a control unit (wirelessly) connected to the mobile transport unit MT, e.g. a smartphone. Alternatively, the mobile transport unit MT retrieves the required authentication information from the cloud-based platform CP. b) Explain the error:

[0058] The mobile transport unit MT has an output unit AE in the form of a projector, which is used to explain the error to the operator BN. To do this, the mobile transport unit MT projects the name of the error, a description of the error, and initial instructions for rectifying the error onto a suitable surface in the system near the field device FG, e.g., onto a wall. The mobile transport unit MT receives the instructions for rectifying the error from the cloud-based platform CP. For this purpose, it can be provided that the mobile transport unit MT transmits the data DA of the field device FG retrieved in example a) to the cloud-based platform CP. The cloud-based platform CP creates the instructions for rectifying the error based on the type of error or the data of the field device FG, e.g., using a Kl algorithm.Alternatively, it is envisaged that the mobile transport unit MT itself has the appropriate intelligence to independently create the instructions for rectifying the error and / or the description of the error.

[0059] In addition to the above-mentioned information, the mobile transport unit MT can use the projector AE to visualize installation information and / or product information of the field device FG, which the mobile transport unit MT retrieves in particular from the cloud-based platform CP.

[0060] It can also be provided that the service notification or the instructions for troubleshooting the error include information on required tools, for example, a tool in the form of a screwdriver (HM). Using the camera unit (KA), the mobile transport unit (MT) checks whether the operator (BN) is carrying the appropriate tool (HM). If this is not the case, the mobile transport unit (MT) independently navigates to a defined location (OP) in system A, for example, to a storage location (LS), retrieves the tool from there, and returns it to the operator (BN).

[0061] It can be provided that one or more such defined location positions OP are present in the system. In addition to or alternatively to a storage location LS, these can be locations where the mobile network is guaranteed to be available. If the mobile transport unit MT cannot receive the mobile network at the location of the field device FG and cannot establish a communication connection to the cloud-based platform CP, the mobile transport unit MT navigates to this location position OP in case data needs to be transmitted to or received from the cloud-based platform CP. Alternatively or additionally, the location has a charging option for the mobile transport unit MT to charge its electrical energy storage device. c) Assistance via voice output:

[0062] The operating action to correct the error requires one or more actions to be performed by the operator BN. Using a voice output via a loudspeaker AE, the mobile transport unit MT guides the operator through the various actions to be performed. In this example, the mobile transport unit MT instructs the operator to open the housing cover of the field device FG and to switch off the field device FG. Using a laser AE', the mobile transport unit MT points to locations or components relevant to the action to be performed—in this case, the housing cover.

[0063] It may happen that the operator BN remains unclear about certain actions despite assistance from the mobile transport unit. For this purpose, the operator can ask the mobile transport unit MT questions, e.g., via a microphone built into the mobile transport unit MT. Using a Kl algorithm executed by the mobile transport unit MT or the cloud-based platform, the questions are analyzed, appropriate answers are generated, and the generated answers are output via one or more of the output units AE, AE', AE". d) Checking the correct use of an aid:

[0064] It can be provided that the mobile transport unit MT observes the operator BN while performing the operating action by means of the camera unit KA.

[0065] For example, the service notification contains the information that one or more aids HM', HM" in the form of safety equipment are mandatory for performing the operating action. In this case, these are a protective helmet HM' and safety goggles HM".

[0066] The mobile transport unit MT uses the camera unit KA to check whether the operator BN is carrying these safety devices HM', HM" and collects them from the storage location LS analogously to example b) if the operator BN is not carrying one or more of the safety devices HM', HM".

[0067] Furthermore, the mobile transport unit MT uses the camera unit KA to check whether the operator is correctly wearing or using the safety equipment HM', HM". In this case, the operator BN is correctly using the protective helmet HM', but is not wearing the safety goggles HM". The mobile transport unit MT alerts the operator BN of this via the output unit AE, AE".

[0068] The mobile transport unit MT also uses the camera unit KA to check whether the operator BN is performing the required actions correctly and, if necessary, alerts the operator BN via the output unit AE, AE" that certain actions are not being performed correctly.

[0069] It can also be provided that the mobile transport unit MT itself performs actions or operations on the field device FG, especially if the field device FG is difficult to access. In this case, the mobile transport unit MT must have each performed action or operation confirmed by the operator BN to avoid errors.

[0070] The Fig. 1 and Fig. 2 The method steps and actions described are to be understood as examples. The method according to the invention allows for a multitude of further applications. The field device FG and the mobile transport unit MT can also be configured differently than described, for example with regard to the type of field device FG and / or the type of mobile transport unit MT used. List of reference symbols

[0071] AAutomation technology system AE, AE'Output unit AE"Additional output unit BNOperator CPCloud-based platform DAField device data FGField device HBMovable obstacle HM, HM', HM"Aids HS, HS'Stationary obstacles INCommissioning / service notification KACamera unit LSStorage location MTMobile transport unit OPDefined location

Claims

1. Method for carrying out commissioning of a field device (FG) or a service order on the field device (FG) in an automation system (A), a mobile transport unit (MT) being used in the system (A), the mobile transport unit (MT) having a position determination unit and being designed for navigation in the system (A), characterized in that the mobile transport unit (MT) has at least one output unit (AE, AE'), the method comprising: - Transmission of a commissioning notification (IN) or a service notification to the mobile transport unit (MT), wherein the commissioning notification (IN) or the service notification contains the identification of the field device (FG) and at least one operating action to be performed on the field device (FG); - Localization of the installation position of the field device (FG) in the system (A) by the mobile transport unit (MT) using the identification of the relevant field device (FG); - guiding an operator (BN) to the installation position of the field device (FG) by autonomously navigating the mobile transport unit (MT) through the installation (A) using the positioning unit, wherein the operator (BN) follows the mobile transport unit (MT); and - Assisting the operator (BN) in carrying out the operating action, the mobile transport unit (MT) specifying and / or explaining to the operator (BN) all the actions to be carried out in order to successfully carry out the operating action by means of the at least one output unit (AE, AE').

2. Method according to claim 1, wherein the mobile transport unit (MT) establishes a wireless first communication link in the course of assisting and reads out data (DA), in particular parameter or configuration settings, a device status or measured values, from the field device (FG) via the first communication link, wherein the specification and / or explanation of the actions to be carried out is adapted to the read-out data (DA).

3. Method according to claim 1 or claim 2, wherein the mobile transport unit (MT) is at least temporarily in a second communication connection via the Internet with a cloud-based platform (CP), wherein the commissioning notification (IN), or the service notification, is transmitted from the cloud-based platform (CP) to the mobile transport unit (MT) via the second communication connection.

4. Method according to claim 3, wherein the mobile transport unit (MT), in the event that the second communication connection cannot be established at the current location position of the mobile transport unit (MT), navigates to a defined location position (OP) in the installation (A), at which defined location position (OP) the second communication connection can be established, wherein the mobile transport unit (MT) establishes the second communication link after navigating to the defined local position (OP), and wherein the mobile transport unit (MT) transmits data to be transmitted to the cloud-based platform (CP) and / or the commissioning notification (IN) or service notification transmitted by the cloud-based platform (CP) before, during and after the navigation. service notification, before or after establishing the communication connection at the defined location position (OP).

5. Method according to at least one of the preceding claims, wherein a display or a projector is used as output unit (AE), wherein installation information and / or product information of the field device (FG) are visualized for specifying and / or explaining the actions to be performed.

6. Method according to at least one of the preceding claims, wherein an acoustic reproduction means, in particular a loudspeaker, is used as output unit (AE'), wherein the actions or actions to be carried out are specified and / or explained by means of voice output.

7. The method according to claim 6, wherein the artificial voice used for the voice output varies according to the criticality of the action to be performed, in particular with respect to the volume, the voice color and / or the speaking rate.

8. Method according to claim 4, wherein the operator (BN) asks questions to the mobile transport unit (MT) regarding the actions to be carried out in the course of assisting and wherein the mobile transport unit (MT) outputs further information regarding the actions to be carried out to the operator (BN) by means of the output unit (AE, AE') depending on the questions.

9. Method according to claim 8, wherein the mobile transport unit (MT) has an input unit, in particular a microphone unit, for inputting the questions, wherein the mobile transport unit (MT) analyzes the questions by means of an Al algorithm or by means of additional data, in particular data queried from the field device (FG) and / or from the cloud-based platform (CP) , and wherein the mobile transport unit (MT) creates the further information by means of the Al algorithm or the additional data.

10. Method according to claim 9, wherein the mobile transport unit (MT) has an input unit, in particular a microphone unit, for inputting the questions, and wherein the mobile transport unit (MT) transmits the questions to the cloud-based platform (CP) by means of the second communication link, wherein the cloud-based platform (CP) analyzes the questions by means of an Al algorithm or additional data, in particular data stored on the cloud-based platform (CP) and / or queried by the field device (FG), wherein the cloud-based platform (CP) creates the further information by means of the Al algorithm or the additional data, and wherein the cloud-based platform (CP) transmits the further information to the mobile transport unit (MT) via the second communication link. the additional data, and wherein the cloud-based platform (CP) transmits the additional information to the mobile transport unit (MT) via the second communication link.

11. Method according to at least one of the preceding claims, wherein the commissioning notification (IN), or the service notification, contains information about at least one auxiliary means (HM, HM', HM"), in particular a tool, a spare part or a safety means, required for carrying out the actions and / or actions.

12. Mobile transport unit (MT) designed for use in a method according to at least one of claims 1 to 11.

13. Mobile transport unit (MT) according to claim 12, wherein the mobile transport unit (MT) is an airworthy drone, in particular a rotary drone, or a driverless transport vehicle.