HVAC Remote Diagnostic Testing for Proactive Maintenance Scheduling

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Solution Overview

Problem

HVAC systems face inefficiencies in monitoring and maintenance due to understaffing and seasonal demand spikes, with passive monitoring methods failing to detect issues proactively, especially during periods of mild temperatures or when systems are inactive.

Innovation Solution

Integration of wireless or smart thermostats that communicate with HVAC systems to run standardized diagnostic tests remotely, using occupancy sensors and analytical methods to assess system health and prioritize maintenance needs, allowing for proactive identification of performance declines and scheduling of service calls.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If passive remote monitoring is used to detect system problems, then service providers can identify systems exhibiting signs of failure, but no alerts will be generated during periods when HVAC systems are inactive or turned off

Engineering Contradiction:
Improvesystem monitoring reliabilityVSAvoidtime to detect system issues
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary diagnostic actions by remotely initiating standardized experiments through the thermostat before problems manifest. The service provider can proactively test HVAC system components (compressor, fan, heat exchangers) by sending control signals to the thermostat, which then activates the system under controlled conditions to detect potential failures before they occur during actual operation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The HVAC system performs self-diagnosis through automated experiments initiated remotely. The thermostat acts as an interface that receives test commands from the service provider and automatically executes diagnostic routines on HVAC components, allowing the system to monitor its own health status without requiring manual intervention or actual system operation by the homeowner.

Inventive Principle:
Principle #25Self-service

2Ease of operation

If passive monitoring relies on homeowner-set workloads, then the system can operate with minimal intervention, but workload variability limits the ability to make remote inferences regarding system condition

Engineering Contradiction:
Improveease of system monitoringVSAvoidprecision of system condition assessment
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The system changes operational parameters by remotely directing the thermostat to execute standardized experiments with controlled variables. Instead of relying on variable homeowner-set workloads, the service provider initiates tests with specific temperature setpoints, runtime durations, and component activation sequences that produce consistent, measurable responses for accurate system condition assessment.

Inventive Principle:
Principle #35Parameter changes

3Loss of energy

If HVAC systems are turned off or operated minimally during mild temperatures, then energy consumption is reduced, but the inability to run diagnostic tests prevents proactive identification of performance declines

Engineering Contradiction:
Improveenergy consumptionVSAvoidproactive maintenance capability
Core Design Contradiction:
Loss of energyVSReliability

Solution Approach 1:

The thermostat serves as an intermediary device that enables remote diagnostic testing without requiring the HVAC system to operate continuously. The service provider sends test commands through the thermostat, which then activates HVAC components temporarily for diagnostic purposes and subsequently shuts them off, allowing comprehensive system assessment during mild temperature periods when energy consumption would otherwise be minimized.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS20230358427A1System and method for heating and cooling system maintenance
Publication Date: 2023.11.09 MOTILI INC
  • US20230358427A1 patent drawing
  • US20230358427A1 patent drawing
  • US20230358427A1 patent drawing

AI summary

An HVAC system is provided. Embodiments of the present disclosure generally relate to HVAC systems in communication with a test engine configured to schedule maintenance and service calls. In one embodiment the test engine utilizes the ambient temperature and temperature setpoint to establish a maintenance schedule.