HVAC Terminal Balancing Using Automated Flow Set Point Calculation

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Solution Overview

Problem

Traditional proportional balancing methods for HVAC systems are inexact, time-consuming, and prone to errors due to reliance on technician estimation, making it challenging to achieve precise air flow distribution and energy efficiency in commercial buildings.

Innovation Solution

A method and apparatus using a computer processing portion of an air flow measuring device to systematically calculate and adjust terminal set points based on mass flow theory, ensuring all terminals are balanced to target flow rates, reducing reliance on human estimation and improving accuracy.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional proportional balancing methods are used, then technicians can adjust terminal flows, but the process is inexact and time-consuming due to reliance on estimation

Engineering Contradiction:
Improveflow rate measurement precisionVSAvoidbalancing process time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent replaces manual estimation-based mechanical adjustment with an automated electronic system that uses sensors, processors, and algorithms to calculate and control terminal flow rates. The system substitutes technician judgment with computational methods, achieving precise flow measurement and adjustment without manual intervention.

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

Solution Approach 2:

The system enables self-balancing of the HVAC system by automatically measuring flows, calculating required adjustments, and controlling terminal dampers without requiring technician expertise or manual estimation. The system serves itself by autonomously achieving balanced flow distribution across all terminals.

Inventive Principle:
Principle #25Self-service

2Manufacturing precision

If dampers are closed to control flow at each terminal, then flow distribution improves, but energy losses increase due to flow restriction

Engineering Contradiction:
Improveflow distribution precisionVSAvoidenergy loss from flow restriction
Core Design Contradiction:
Manufacturing precisionVSLoss of energy

Solution Approach 1:

The system continuously measures actual flow rates at each terminal and uses this feedback to calculate optimal damper positions. The feedback loop enables the system to achieve precise flow distribution while minimizing energy losses by determining the most efficient damper settings rather than simply closing dampers to restrict flow.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system changes multiple parameters simultaneously (damper positions, fan speed) to achieve flow distribution goals while optimizing energy efficiency. By adjusting fan speed in addition to damper positions, the system can maintain required flow rates with minimal restriction losses.

Inventive Principle:
Principle #35Parameter changes

3Ease of operation

If manual balancing by technicians is performed, then system can be adjusted, but errors are prone due to estimation reliance

Engineering Contradiction:
Improvesystem adjustabilityVSAvoidbalancing accuracy
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent replaces manual technician operations with an automated electronic control system that eliminates human estimation and judgment. The system uses sensors, processors, and algorithms to reliably determine and execute balancing decisions, removing the source of human error while maintaining ease of operation through automated control.

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

Solution Approach 2:

The system introduces an intermediary computational layer between the physical HVAC components and the balancing objective. This intermediary uses algorithms and calculations to translate flow measurements into precise control commands, ensuring reliable and accurate balancing decisions without direct human intervention.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Stability of the object's composition

If terminal flows are adjusted to meet target rates, then comfort consistency improves, but system complexity increases due to interdependent dampers

Engineering Contradiction:
Improvecomfort level consistencyVSAvoiddamper control system complexity
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The system uses feedback from flow measurements at all terminals to calculate coordinated adjustments across the entire system. The feedback enables the system to account for interdependencies between dampers and automatically determine the sequence and magnitude of adjustments needed to achieve stable, consistent comfort levels throughout the building.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The control system performs multiple functions: measuring flows, calculating optimal settings, sequencing adjustments, and controlling dampers. This multi-functional approach manages the complexity of interdependent dampers while achieving consistent comfort levels across all terminals through a unified control strategy.

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

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The solution enables precise and efficient balancing of HVAC systems, minimizing energy losses and ensuring consistent comfort levels by systematically determining set points for each terminal, thereby reducing errors and increasing efficiency.

Implementation Method 1

Velocity pressure is measured via instrumentation, such as an averaging pitot tube manometer located in the throat, used to calculate flow in a known manner.

Methodology Applied
Scientific EffectVelocity pressure measurement: Pitot Tube

Implementation Method 2

The computer processing portion is programmed to calculate the flow set point for each terminal given current HVAC system load conditions, that will result in all terminals being set to target flow after all terminals have been adjusted as instructed.

Methodology Applied
Scientific EffectMass flow theory:

Data Source

PatentUS10671098B2System, method, and apparatus for balancing an HVAC system
Publication Date: 2020.06.02 DWYER INSTRUMENTS INC
  • US10671098B2 patent drawing
  • US10671098B2 patent drawing
  • US10671098B2 patent drawing

AI summary

A method and apparatus for balancing terminals of an HVAC system uses an air flow measuring device by inputting into a computer processing portion of the air flow measuring device predetermined target flows for each terminal; acquiring via the air flow measuring device initially measured air flows through each of the terminals, the initially measured air flows being provided to the computer processing portion; and adjusting the terminals in the HVAC system to flow set points according to instructions from the computer processing portion, the computer processing portion being programmed to calculate the flow set point for each terminal given current HVAC system load conditions, that will result in all terminals being set to target flow after all terminals have been adjusted as instructed.