Methods and systems for automated HVAC testing

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Solution Overview

Problem

Facilities managers face challenges in predicting when energy-consuming devices, such as HVAC units, will stop working, leading to potential malfunctions and increased energy consumption due to overcompensation by other units, and routine preventative maintenance inspections are costly and disruptive.

Innovation Solution

An energy management system (EMS) is used to automate testing of HVAC units by setting them to different modes, taking temperature and power snapshots, and calculating rate of change to determine operational efficiency and predict potential malfunctions, allowing for scheduled maintenance and reducing the need for frequent inspections.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

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

Engineering Contradiction:
Improvedetection of potential HVAC failuresVSAvoiddisruption to occupants and maintenance cost
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The HVAC unit performs self-diagnostics by automatically executing test sequences and evaluating its own performance parameters. The controller initiates testing routines that monitor temperature differentials, stage transitions, and operational metrics without requiring external technician intervention, enabling the system to detect potential failures autonomously

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Manual physical inspections by technicians are replaced with automated electronic monitoring and control systems. The EMS uses digital sensors, controllers, and software algorithms to continuously assess HVAC unit health, substituting mechanical/manual diagnostic methods with automated electronic detection and analysis

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If facilities managers monitor HVAC units frequently to predict failures, then maintenance can be scheduled proactively, but this increases monitoring complexity and resource requirements

Engineering Contradiction:
Improveprediction of HVAC unit failuresVSAvoidmonitoring system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The energy management system performs multiple functions through a single integrated platform: it controls HVAC operation, executes diagnostic test sequences, collects performance data, analyzes failure risks, and schedules maintenance. This multi-functional approach consolidates what would otherwise require separate monitoring, testing, and management systems into one unified solution

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system continuously monitors HVAC performance parameters and uses this feedback to assess unit health status. By analyzing real-time data from temperature sensors and operational metrics, the EMS provides ongoing feedback about system condition, enabling predictive maintenance decisions based on actual performance degradation rather than fixed schedules

Inventive Principle:
Principle #23Feedback

3Loss of energy

If HVAC units operate without proper testing, then energy consumption increases due to overcompensation, but implementing testing requires additional system control complexity

Engineering Contradiction:
Improveenergy consumption from overcompensationVSAvoidcontrol system complexity
Core Design Contradiction:
Loss of energyVSDevice complexity

Solution Approach 1:

The system performs diagnostic testing and performance evaluation proactively before failures occur or before seasonal transitions. By conducting preliminary assessments of HVAC unit condition, the EMS can identify and address potential issues before they lead to complete failures or inefficient overcompensation by backup units

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The testing and monitoring system adapts its behavior based on operational context, seasonal changes, and detected unit conditions. The EMS dynamically adjusts test frequencies, selects appropriate diagnostic routines, and modifies monitoring intensity based on real-time system state, making the control complexity adaptive rather than static

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS11662114B2Methods and systems for automated HVAC testing
Publication Date: 2023.05.30 GRIDPOINT INC
  • US11662114B2 patent drawing
  • US11662114B2 patent drawing
  • US11662114B2 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.