Methods and systems for automated HVAC testing

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Solution Overview

Problem

Facilities managers struggle to predict when energy-consuming devices, such as HVAC units, will stop working, leading to unexpected maintenance needs and potential energy inefficiencies.

Innovation Solution

An energy management system (EMS) is used to automate the testing of HVAC units by setting them to different modes, measuring supply temperatures and power usage, and calculating rates of change to detect operational issues and efficiency trends.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual preventative maintenance inspections are performed on HVAC units, then potential malfunctions can be detected, but the inspections are costly and disruptive to occupants

Engineering Contradiction:
ImproveHVAC unit operational status detectionVSAvoidoccupant disruption and cost
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The HVAC unit performs self-diagnostics by automatically executing test sequences through its existing controls. The system monitors its own operational parameters (temperatures, power consumption, stage transitions) without requiring external technician intervention, thereby detecting malfunctions while eliminating the need for disruptive manual inspections

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system continuously monitors HVAC operational data and compares it against expected performance patterns. When deviations are detected (such as abnormal temperature rates of change or power consumption patterns), the system generates alerts indicating potential malfunctions, enabling proactive maintenance without physical inspection

Inventive Principle:
Principle #23Feedback

2Reliability

If multiple HVAC units are present and one stops working, then the facility manager may not know about the failure, but the other units overcompensate shortening their lifespan and consuming more energy

Engineering Contradiction:
ImproveHVAC unit failure detectionVSAvoidenergy consumption and equipment lifespan
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The system continuously monitors each HVAC unit's operational status and performance metrics. When a unit fails or deviates from normal operation, the system immediately detects it through abnormal parameter patterns (such as failed stage transitions or unusual temperature rates) and alerts facility managers, preventing other units from overcompensating and thereby reducing energy waste and extending equipment lifespan

Inventive Principle:
Principle #23Feedback

3Reliability

If automated testing is implemented to detect HVAC malfunctions early, then maintenance can be scheduled proactively, but the system complexity increases

Engineering Contradiction:
Improvemalfunction detection capabilityVSAvoidtesting system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The HVAC system uses its existing controls and sensors to perform self-diagnostics. The controller executes test sequences by manipulating its own operation modes (heating, cooling, fan-only) and monitors the results through its existing measurement capabilities, eliminating the need for additional complex testing equipment while achieving proactive malfunction detection

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12313274B2Methods and systems for automated HVAC testing
Publication Date: 2025.05.27 GRIDPOINT INC
  • US12313274B2 patent drawing
  • US12313274B2 patent drawing
  • US12313274B2 patent drawing

AI summary

The invention involves the automated testing of HVAC units using an energy management system. The automated HVAC test is performed to understand if one or more HVAC units are operational across one or more locations. If an HVAC unit is not operational, HVAC testing could be performed to understand which component or stage of the HVAC unit is not working as designed. The automated HVAC test is also used to calculate the efficiency of the HVAC unit(s) being tested. The various HVAC tests are performed on all HVAC units as a form of preventative maintenance and diagnostics. These tests can be scheduled on-demand, for a future date and time, or on a recurring schedule (monthly or quarterly). A report is generated for each HVAC test and can be viewed and exported from a cloud-based energy management platform.