Field Device Operation Workflow With Cloud Confirmation

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Solution Overview

Problem

Performing operating actions on field devices in automation technology is time-consuming and prone to errors due to varying device types, communication methods, and manual feedback processes, leading to potential misunderstandings and increased operational risks.

Innovation Solution

A method utilizing a cloud-based platform and an operating unit to automate and integrate operating functions, guiding operators through actions with minimal intervention, and generating traceable reports.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual operating procedures are used for field devices, then operators can perform actions on various device types, but the process becomes time-consuming and error-prone

Engineering Contradiction:
Improveoperating speedVSAvoiderror rate
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system enables self-service operation where the field device automatically provides its own configuration data, device type information, and operational parameters through standardized communication protocols. This eliminates manual data entry and reduces human error while maintaining compatibility with various device types.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

A universal operating interface is implemented that can handle multiple field device types and communication protocols through standardized adapters. This single interface performs configuration, diagnostics, and operation across diverse devices, improving productivity without sacrificing reliability through consistent error handling.

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

2Adaptability or versatility

If multiple device types and communication methods are supported, then system versatility is improved, but operational complexity increases

Engineering Contradiction:
Improvedevice compatibilityVSAvoidoperational complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

Communication adapters and standardized protocol translators serve as intermediaries between the universal operating interface and various field device types. These adapters handle protocol conversion and device-specific nuances, allowing the main interface to remain simple while supporting diverse devices.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system architecture is segmented into modular components: a universal operating interface, standardized communication adapters, and device-specific drivers. This segmentation allows each component to be optimized independently, maintaining versatility while reducing overall operational complexity through clear separation of concerns.

Inventive Principle:
Principle #1Segmentation

3Loss of time

If automated operating functions are implemented, then time consumption is reduced, but system complexity increases

Engineering Contradiction:
Improveoperating timeVSAvoidsystem complexity
Core Design Contradiction:
Loss of timeVSDevice complexity

Solution Approach 1:

Device configuration data, communication parameters, and operational procedures are pre-configured and stored in the system database during device initialization or first connection. This preliminary action enables automated operations to execute quickly without real-time human intervention, reducing operating time while keeping the automation logic manageable.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements automated feedback loops that monitor device status, communicate results to operators, and adjust operations based on device responses. This feedback mechanism enables automation to handle complex sequences while maintaining simplicity through standardized response handling and clear status reporting.

Inventive Principle:
Principle #23Feedback

Data Source

PatentEP4260147B1Method for performing operator control actions on an automation field device by means of an operator control unit
Publication Date: 2026.03.25 ENDRESS HAUSER PROCESS SOLUTIONS AG
  • EP4260147B1 patent drawingFigure 1

AI summary

The invention relates to a method for performing operator control actions on an automation field device (FG1, FG2, FG3) by means of an operator control unit (BE), the method comprising: - reading out identification information (IF) from the field device (FG1, FG2, FG3) by means of the operator control unit (BE); - a first operator (BN1) selecting a use case (UC) by means of the operator control unit (BE), each use case (UC) defining one or more operator control actions to be performed on the field device (FG1, FG2, FG3); - accessing the field device (FG1, FG2, FG3) and executing the operator control action defined in the selected use case (UC); - transmitting status information (ST) regarding the use case (UC) from the operator control unit (BE) to a cloud-based platform (CP); - the first operator (BN1) or a second operator (BN2) confirming the status information (ST); - after said confirming, transmitting confirmation information (BS) from the cloud-based platform (CP) to the operator control unit (BE) by means of the second communication connection; - the operator control unit (BE) creating a report (BR) if, for each of the operator control actions defined in the use case (UC), confirmation information (BS) was transmitted to the operator control unit (BE); - linking the report (BR) to the digital image of the field device (FG1, FG2, FG3) on the cloud-based platform.