Dynamic Procedure Generation Using Asset Templates

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Solution Overview

Problem

Traditional methods for creating and managing large volumes of standard operating procedures are inefficient, requiring hundreds of person-years and incurring high costs due to the sheer volume of procedures and associated assets, especially in industrial settings.

Innovation Solution

A system and method for dynamic procedure generation that stores asset types, asset instances, procedure statements, and conditional rules, allowing for the iterative construction of asset-specific procedures through a processor and user interface, reducing the need for explicit snapshots and enabling dynamic generation upon request.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Quantity of substance

If traditional document and content development methods are used to create standard operating procedures for large numbers of assets, then comprehensive procedure coverage is achieved, but the time required increases to hundreds of person-years

Engineering Contradiction:
Improvevolume of proceduresVSAvoidtime required
Core Design Contradiction:
Quantity of substanceVSLoss of time

Solution Approach 1:

The patent segments procedures into templates and instances. A procedure template defines a reusable pattern that can be instantiated multiple times for different assets. This segmentation allows the system to generate procedures for thousands of assets by reusing the same template structure, dramatically reducing the time required compared to creating each procedure from scratch.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent uses procedure templates that can be copied and instantiated for multiple assets. Instead of manually creating each procedure document, the system copies the template structure and dynamically generates instances for different assets by substituting asset-specific data, thereby reducing time consumption while maintaining comprehensive coverage.

Inventive Principle:
Principle #26Copying

2Manufacturing precision

If traditional manual methods are used to develop procedures for tens of thousands of assets, then detailed asset-specific procedures are produced, but development cost becomes prohibitively high

Engineering Contradiction:
Improveasset-specific procedure detailVSAvoiddevelopment cost
Core Design Contradiction:
Manufacturing precisionVSEase of manufacture

Solution Approach 1:

By segmenting procedures into reusable templates and asset-specific instances, the system reduces the manual work required. The template contains the generic procedure structure and instructions, while only asset-specific parameters need to be filled in automatically, significantly reducing development costs while maintaining necessary detail.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system enables self-service procedure generation where the computer automatically generates asset-specific procedures by substituting data into templates based on asset attributes. This eliminates the need for manual creation of each procedure, reducing development costs while maintaining consistent quality and detail.

Inventive Principle:
Principle #25Self-service

3Productivity

If procedure templates with conditional rules are used to dynamically generate asset-specific procedures, then procedure generation speed increases, but system complexity increases

Engineering Contradiction:
Improveprocedure generation speedVSAvoidsystem structure
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the procedure generation system into distinct components: procedure templates, asset data models, conditional rules, and a generation engine. This segmentation makes the complex system more manageable and maintainable, as each component has a clear, defined function that can be developed and tested independently.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The procedure template system provides multi-functionality, where a single template can generate procedures for multiple asset types through conditional rules. This universality reduces the number of separate systems needed, as one template-based system can handle diverse assets, thereby managing complexity while improving productivity.

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

Data Source

PatentUS9858535B2System and method for dynamic generation of procedures
Publication Date: 2018.01.02 HEXAGON TECH CENT GMBH
  • US9858535B2 patent drawing
  • US9858535B2 patent drawing
  • US9858535B2 patent drawing

AI summary

A system and method for dynamic generation of procedures is disclosed. The method comprises: (a) storing asset types defining attributes; asset instances, inheriting attributes of one of the asset types and having attribute-values; procedure statements being associated to conditional rule(s) to be applied to an attribute-value of an asset instance; and procedure templates, each defining a unique combination of asset type and a group of said procedure statements. The method further comprises (b) for a given asset instance and a given procedure template: (i) iteratively reading each of the procedure statements of the group of procedure statements being associated to the given procedure template; and (ii) presenting, on a user interface, each one of the procedure statements where a condition is met when the corresponding conditional rule(s) is applied to the attribute-values of the given asset instance, in order to dynamically generate an asset specific procedure.