Setup routine to facilitate user setup of an HVAC controller

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Solution Overview

Problem

Do-it-yourself homeowners installing new HVAC controllers often face challenges in configuring them due to limited knowledge of their existing HVAC system configurations, as they need to determine the correct wiring configurations for the new controllers.

Innovation Solution

An HVAC controller with a guided setup routine that includes multiple screens to help users configure the system, displaying selectable options for HVAC configuration settings and corresponding wiring configurations, allowing users to identify their system type and wiring connections, thereby facilitating the setup process without requiring extensive technical knowledge.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a traditional HVAC controller installation process is used, then the controller can control the HVAC system, but the user faces challenges in configuring it due to limited knowledge of existing HVAC system configurations

Engineering Contradiction:
Improveease of configurationVSAvoiduser knowledge of HVAC system configuration
Core Design Contradiction:
Ease of operationVSLoss of information

Solution Approach 1:

The HVAC controller performs self-detection of the existing system configuration by automatically sensing wiring connections and system parameters. The controller configures itself without requiring the user to have specialized knowledge, transforming a knowledge-dependent manual configuration process into an automated self-service process that guides users through simple selection steps while the controller handles the complex detection and configuration internally

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The controller implements a feedback mechanism where it detects the actual wiring configuration and system parameters, then uses this information to automatically adjust its configuration settings. The system provides feedback to the user through the setup routine, showing detected parameters and allowing verification or correction, ensuring the final configuration matches the actual physical system

Inventive Principle:
Principle #23Feedback

2Measurement precision

If the user manually determines wiring configurations, then accurate system configuration can be achieved, but the process becomes complex and time-consuming for users with limited technical knowledge

Engineering Contradiction:
Improveaccuracy of system configurationVSAvoidcomplexity of setup process
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces the manual mechanical process of determining wiring configurations (where users physically trace wires and identify connections) with an automated electronic detection system. The controller uses electrical sensing to automatically identify wiring configurations, substituting complex manual procedures with simple electronic measurements that the user only needs to initiate through the guided setup routine

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

Solution Approach 2:

The controller performs preliminary detection and identification of system parameters during the initial setup phase before full operation begins. The self-detection process proactively gathers all necessary configuration information upfront, eliminating the need for users to perform complex determination steps during installation and reducing the overall complexity of the setup process

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS10563876B2Setup routine to facilitate user setup of an HVAC controller
Publication Date: 2020.02.18 RESIDEO LLC
  • US10563876B2 patent drawing
  • US10563876B2 patent drawing
  • US10563876B2 patent drawing

AI summary

An HVAC controller may be programmed to execute a guided set up routine that may guide a user through configuring the thermostat to control a particular HVAC system configuration based, at least in part, on which wires from the HVAC system are connected to terminals of the HVAC controller. The guided set-up routine may be accessible through a user interface provided at a remote device that a user may utilize to interact with the HVAC controller from a remote location.