HVAC Thermostat Setup Automation Using Credentialed Data Transmission

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Solution Overview

Problem

The increasing complexity of HVAC systems poses challenges for efficient configuration and setup, particularly in sophisticated systems with multiple zones and advanced functions, requiring precise knowledge of unit characteristics to optimize control of ventilators, humidifiers, and other components.

Innovation Solution

A method and system for interfacing with HVAC systems using a user device to receive job data, transmit credentialing data to a server, and communicate HVAC system information to thermostats, including setup and test instructions, to facilitate validated login and precise equipment setup, reducing installation and testing time and errors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If HVAC systems include more zones and advanced functions, then system capability and versatility improve, but configuration complexity increases

Engineering Contradiction:
Improvesystem capabilityVSAvoidconfiguration complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by automatically gathering HVAC equipment data, determining system type, and configuring appropriate settings before the installer arrives. The thermostat is pre-provisioned with network credentials and the system automatically identifies equipment characteristics, eliminating the need for installers to manually configure complex multi-zone and advanced functionality systems.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If manual configuration is performed by installers, then system setup can be completed, but installation time increases and errors occur

Engineering Contradiction:
Improvesetup completionVSAvoidinstallation time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The HVAC system performs self-service during installation by automatically gathering equipment data through sensors and communication protocols, determining system type autonomously, and configuring appropriate settings without installer intervention. The thermostat automatically provisions itself with network credentials and the system self-validates the configuration, dramatically reducing installation time and eliminating manual errors.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system implements feedback mechanisms where the thermostat communicates with HVAC equipment to gather data, receives confirmation of proper setup, and validates configuration accuracy. This closed-loop feedback ensures the system is correctly configured while providing real-time status to installers, reducing both time and errors.

Inventive Principle:
Principle #23Feedback

3Reliability

If credentialing data is transmitted to server, then validated login is enabled, but data transmission time is required

Engineering Contradiction:
Improvevalidated loginVSAvoiddata transmission time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-provisioning the thermostat with network credentials and authentication data before installation completion. This allows the thermostat to immediately establish validated login with the server without requiring time-consuming data transmission during the installation process.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11499736B2HVAC equipment settings
Publication Date: 2022.11.15 CARRIER CORP
  • US11499736B2 patent drawing
  • US11499736B2 patent drawing
  • US11499736B2 patent drawing

AI summary

Methods, systems, and computer program products for interfacing with thermostats for heating, ventilation and air-conditioning (HVAC) systems are provided. Aspects include receiving, by a user device, job data comprising a location of a job. The credentialing data is transmitted, by the user device to a server, wherein the credentialing data comprises the location of the job. Also, responsive to transmitting credentialing data, thermostat setup data comprising HVAC system information is received by the user device. The user device connects to a thermostat and transmits the HVAC system information.