Portable Setup Commissioning for Process Automation Nodes

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Solution Overview

Problem

Existing process automation systems face challenges in commissioning devices like DCNs due to the need for manual configuration and potential errors, resource overuse, and exposure of the network during device setup, especially when devices lack necessary parameters for joining and data transmission.

Innovation Solution

Utilizing a portable setup device (PSD) with an out-of-band communication channel, such as Wi-Fi direct, NFC, or Bluetooth, to establish connections with DCNs through passive data stores like QR codes or RFID tags, enabling configuration data exchange without burdening the process automation network.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual configuration is used for device commissioning, then configuration can be performed with existing tools, but errors and mistakes increase and productivity decreases

Engineering Contradiction:
Improveconfiguration accuracyVSAvoidcommissioning speed
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The device performs self-configuration by automatically detecting network parameters and generating configuration data without manual intervention. The commissioning device extracts network information from the process automation network and uses it to automatically configure the new device, eliminating manual configuration steps and reducing both errors and commissioning time.

Inventive Principle:
Principle #25Self-service

2Ease of operation

If pre-configuration with static network settings is used, then device can join network initially, but requires separate sub-network setup and increases device complexity

Engineering Contradiction:
Improveinitial device setupVSAvoidnetwork configuration complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The device is pre-equipped with a passive data store containing static information and communication interfaces, but the actual network configuration is performed automatically at commissioning time. This preliminary preparation enables the device to receive automatic configuration without requiring pre-setup of separate sub-networks or manual static configuration.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

A commissioning device acts as an intermediary between the process automation network and the new device. It extracts network configuration data from the existing network and relays it to the new device, simplifying the commissioning process and reducing device complexity by handling network adaptation externally.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Device complexity

If commissioning data is exchanged over the process automation network, then network infrastructure is utilized, but network security is compromised and network performance is degraded

Engineering Contradiction:
Improvecommissioning infrastructureVSAvoidnetwork exposure to security risks
Core Design Contradiction:
Device complexityVSObject-affected harmful factors

Solution Approach 1:

The commissioning communication channel is extracted from the process automation network, creating a separate communication path. The commissioning device establishes direct communication with the new device outside the main network, removing commissioning traffic from the production network and eliminating security risks and performance degradation.

Inventive Principle:
Principle #2Taking out (Extraction)

4Reliability

If knowledgeable system integrator performs manual setup, then proper configuration is achieved, but time and expertise requirements increase

Engineering Contradiction:
Improveconfiguration correctnessVSAvoidcommissioning time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The commissioning process is automated so that the device configures itself without requiring a knowledgeable system integrator. The commissioning device automatically extracts network parameters, generates configuration data, and programs the new device, maintaining configuration correctness while eliminating the need for expert manual intervention and significantly reducing commissioning time.

Inventive Principle:
Principle #25Self-service

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

This method reduces errors, time, and expertise required for device commissioning, enhances security, and minimizes network exposure during setup, allowing for efficient and secure integration of DCNs into the automation system.

Implementation Method 1

two-way near-field communication (NFC)

Methodology Applied
Scientific EffectNear-field communication:

Implementation Method 2

radio frequency identification (RFID)

Methodology Applied
Scientific EffectRadio frequency identification:

Implementation Method 3

peer-to-peer (P2P) communication technology such as Wi-Fi direct

Methodology Applied
Scientific EffectWi-Fi direct:

Implementation Method 4

Bluetooth

Methodology Applied
Scientific EffectBluetooth:

Data Source

PatentUS12422828B2Commissioning devices to process automation systems using portable setup devices
Publication Date: 2025.09.23 YOKOGAWA ELECTRIC CORP
  • US12422828B2 patent drawing
  • US12422828B2 patent drawing
  • US12422828B2 patent drawing

AI summary

Implementations are described herein for commissioning a device such as a distributed control node (DCN) for operation with a process automation system (PAS) using a portable setup device (PSD) and an “out-of-band” communication channel. In various implementations, static information conveyed by a passive data store of the DCN may be used to establish an out-of-band communication channel between the DCN and PSD. The out-of-band communication channel may be distinct from a process automation network through which the DCN is to be communicatively coupled with other process automation nodes of the PAS. The DCN may be commissioned to the process automation system by exchanging operational technology (OT) data between the DCN and the PSD via the out-of-band communication channel to enable the DCN to cooperate with one or more of the other process automation nodes on the process automation network to implement an at least partially automated process.