UNITED STATES PATENT AND TRADEMARK OFFICE
`UNITED STATES PATENT AND TRADEMARK OFFICE
`_____________
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`_____________
`
`HONEYWELL INTERNATIONAL, INC.
`HONEYWELL INTERNATIONAL, INC.
`
`Petitioner
`Petitioner
`
`v.
`v.
`
`ALLURE ENERGY, INC.
`ALLURE ENERGY, INC.
`
`Patent Owner
`Patent Owner
`_____________
`
`Case No. IPR2016-___
`Case No. IPR2016-
`Patent No. 8,509,954
`Patent No. 8,509,954
`
`PETITIONER’S EXHIBIT NO. 1008
`PETITIONER'S EXHIBIT NO. 1008
`
`

`
`(19) United States
`(12) Patent Application Publication (10) Pub. N0.: US 2004/0117330 A1
`Jun. 17, 2004
`Ehlers et al.
`(43) Pub. Date:
`
`US 20040117330A1
`
`(54) SYSTEM AND METHOD FOR
`CONTROLLING USAGE OFA COMMODITY
`
`(76) Inventors: Gregory A. Ehlers, Bradenton, FL
`(Us); James H- Tlll‘llel‘, Chesterfield,
`VA (US); Joseph Beaudet, Prince
`George, VA (US); R?nald Strich,
`Pueblo West, CO (US); George
`Loughmiller, Scottsdale, AZ (US)
`
`Correspondence Address:
`HOWARD & HOWARD ATTORNEYS, RC.
`THE PINEHURST OFFICE CENTER, SUITE
`#101
`39400 WOODWARD AVENUE
`BLOOMFIELD HILLS’ MI 48304'5151 (Us)
`_
`(21) Appl' NO"
`(22) Filed:
`
`10/628’644
`JuL 28’ 2003
`
`Related US Application Data
`
`(63) Continuation of application No. 10/402,370, ?led on
`Mar. 28, 2003, noW abandoned.
`
`(60) Provisional application No. 60/368,963, ?led on Mar.
`28, 2002. Provisional application No. 60/383,027,
`?led on May 24, 2002.
`
`Publication Classi?cation
`
`(51) Int. Cl.7 ................................................... .. G06F 17/00
`(52) US. Cl. ............................................................ .. 705/412
`
`(57)
`
`ABSTRACT
`
`A system and method manage delivery of energy from a
`distribution netWork to one or more sites. Each site has at
`least one device coupled to the distribution network. The at
`least one device controllably consumes energy. The system
`includes a node and a control system. The node is coupled
`to the at least one device for sensing and controlling energy
`delivered to the device. A control system is coupled to the
`node and distribution netWork for delivering to the node at
`least one characteristic of the distribution netWork. The node
`for controls the supply of energy to the device as a function
`of the at least one characteristic.
`
`1.06
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`
`Honeywell Exhibit 1008, Page 1
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 1 0f 18
`
`US 2004/0117330 A1
`
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`_F_igure 1C
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`Honeywell Exhibit 1008, Page 2
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 2 0f 18
`
`US 2004/0117330 A1
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`Honeywell Exhibit 1008, Page 3
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 3 0f 18
`
`US 2004/0117330 A1
`
`1.06
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`
`Honeywell Exhibit 1008, Page 4
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 4 0f 18
`
`US 2004/0117330 A1
`
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`Honeywell Exhibit 1008, Page 5
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 5 0f 18
`
`US 2004/0117330 A1
`
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`Honeywell Exhibit 1008, Page 6
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 6 0f 18
`
`US 2004/0117330 A1
`
`3.10
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`jigure 3C
`
`Honeywell Exhibit 1008, Page 7
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 7 0f 18
`
`US 2004/0117330 A1
`
`ECONOMIC/1ND COMFORTMANAGEMENT 6' CONTROL EXAMPLE
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`Honeywell Exhibit 1008, Page 8
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 8 0f 18
`
`US 2004/0117330 A1
`
`ECONOMIC AND COMFORT MANAGEMENT 6‘ CONTROL EXAMPLE
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`Honeywell Exhibit 1008, Page 9
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 9 0f 18
`
`US 2004/0117330 A1
`
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`
`Patent Application Publication Jun. 17, 2004 Sheet 10 of 18 US 2004/0117330 A1
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`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 11 0f 18 US 2004/0117330 A1
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`Honeywell Exhibit 1008, Page 12
`
`

`
`Patent Application Publication
`
`Jun. 17, 2004 Sheet 12 0f 18
`
`US 2004/0117330 A1
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`
`

`
`Patent Application Publication
`
`Jun. 17, 2004 Sheet 13 of 18
`
`US 2004/0117330 A1
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`Honeywell Exhibit 1008, Page 14
`
`

`
`Patent Application Publication
`
`Jun. 17, 2004 Sheet 14 of 18
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`US 2004/0117330 A1
`
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`figure 4Q
`
`Honeywell Exhibit 1008, Page 15
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 15 of 18 US 2004/0117330 A1
`
`Program Participation
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`Participate Product Name
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`Honeywell Exhibit 1008, Page 16
`
`

`
`Patent Application Publication
`
`Jun. 17, 2004 Sheet 16 0f 18 US 2004/0117330 A1
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`Honeywell Exhibit 1008, Page 17
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 17 0f 18 US 2004/0117330 A1
`
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`
`Honeywell Exhibit 1008, Page 18
`
`

`
`Patent Application Publication Jun. 17, 2004 Sheet 18 0f 18
`
`US 2004/0117330 A1
`
`Program Definitions
`
`Desaiption:
`
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`
`Honeywell Exhibit 1008, Page 19
`
`

`
`US 2004/0117330 A1
`
`Jun. 17, 2004
`
`SYSTEM AND METHOD FOR CONTROLLING
`USAGE OF A COMMODITY
`
`RELATED APPLICATIONS
`
`[0001] The present application claims priority to US.
`patent application Ser. No. 10/402,370 ?led Mar. 28, 2003,
`Which claims priority to US. Provisional Patent Application
`Serial No. 60/368,963 ?led Mar. 28, 2002 and to US.
`Provisional Patent Application Serial No. 60/383,027 ?led
`on May 24, 2002, all of Which are hereby incorporated by
`reference.
`
`FIELD OF THE INVENTION
`
`[0002] The present invention relates generally to the deliv
`ery of a commodity, and more particularly, to a system and
`method for managing the delivery and usage of a commodity
`such as electricity, natural gas, steam, Water, chilled or
`heated Water, or potable or recycled Water.
`
`BACKGROUND OF THE INVENTION
`
`[0003] Traditionally, utilities have done an excellent job of
`providing a reliable source of poWer to their customers.
`Utilities do this by accurately predicting consumer demand
`and then ensuring that they have adequate generation
`resources available to meet that demand. Historically,
`demand for poWer increases each year during peak heating
`and cooling months, resulting in a need for ever increasing
`amounts of generation capacity. A revieW of the peak period
`demand clearly shoW that the need for a substantial amount
`of neW generation assets could be eliminated if there Was a
`Way to shift some of the demand from peak to off peak times.
`
`[0004] The deregulation of the electric industry has
`heightened concerns over poWer outages, price volatility and
`hoW the eventual outcome Will impact the economy and our
`Way of life.
`
`[0005] For example, recent events in California have cap
`tured the headlines and amplify these concerns. California
`suffers from 10 years of load groWth With no neW generation
`facilities being built to meet the demand. Internet data
`centers like the one in San Jose represent unanticipated neW
`demands for poWer 24 hours a day equal to that of 60,000
`homes. State mandated deregulation activities forced the
`major utilities to sell off their generation assets resulting in
`them having to buy the poWer they used to self generate
`from others.
`
`[0006] Demand reduction programs and more advanced
`controls have been proposed to assist in reducing demand
`during peak times.
`
`[0007] Currently, utilities do offer demand reduction pro
`grams to their customers. These programs are designed to
`shift loads out of peak periods by providing a ?nancial
`incentive for consumers to move loads to a time When it is
`less expensive for the utility to produce or obtain poWer.
`Time of day rate is an example of such a program.
`
`[0008] Another type of program offered by utilities is the
`traditional Demand Side Management (DSM) program. This
`type of program provides the customer a monthly credit for
`alloWing the utility to interrupt poWer to major loads in their
`home during peaks or emergencies.
`
`[0009] While both of these programs have been shoWn to
`Work, they each have their problems. Time of day rate
`programs may be dif?cult for customers to understand.
`Therefore these programs have a very loW participation rate
`among the customer base. DSM programs, on the other
`hand, have a much higher participation rate. HoWever, DSM
`load sheds are seldom exercised by the utility. And, When the
`utility does exercise a load shed, the resulting interruption of
`poWer tends to affect customer comfort, thereby causing
`large numbers of customers to drop out of the program. In
`addition, current DSM programs cannot differentiate
`betWeen those consumers that contribute to a load control,
`and those that don’t, While providing incentive credits to all
`Who sign up.
`
`[0010] While both time of day rates and DSM programs
`can be effective, each have challenges in the area of cus
`tomer satisfaction that erode their usefulness. In addition,
`utilities earn little revenue from these types of offerings and
`therefore look to neW generation as a more economically
`viable option.
`
`[0011] Thermostats, thermostatic control devices and
`environmental control systems have been designed, manu
`factured and placed in use for many years. These devices are
`primarily designed to sense the temperature inside a site 1.04
`and based on occupant designated setting, activate the
`heating and/or air conditioning system or systems to main
`tain a comfort level based on the occupants designated level
`of comfort. There are tWo main types of design for these
`devices: a standard single control device or a dual control
`system.
`
`[0012] The standard single control device can be set to
`activate a heating or cooling system based upon a manual
`sWitch to select either system and a degree setting mecha
`nism to select the desired temperature to heat or cool to if the
`temperature falls or rises beloW or above the occupant
`designated set point. A dual control system is attached to
`both a heating and cooling system Which has tWo set points,
`one for the heating system activation and one for the cooling
`system activation. With this type of a control, the user sets
`a desired minimum temperature, beloW Which the heating
`system Will be activated to raise the temperature during
`Winter seasons, and a maximum temperature, above Which
`the cooling system Will be activated to drop the temperature
`during summer seasons.
`
`[0013] This type of temperature control device provides
`the occupant the convenience of not having to manually
`select either the heating or cooling system, as is the case of
`the standard single control device, and alloWs the occupant
`to de?ne a temperature range betWeen Which they are
`comfortable. Using these tWo main types of design as a base
`line, there are many variations, Which have been developed
`over time. Over the years, these sensing and control devices
`have moved from traditional bi-metal contractors to more
`sophisticated electronic devices over the years, and have
`incorporated the ability to be programmed With multiple set
`points for both heating and cooling as Well as having the
`ability to activate these different set points based on time of
`day, day of Week, and/or externally generated control signals
`from utility companies indicating a ?xed cost tier that is in
`effect, e.g., loW, medium, high & critical, and to interface
`With an infra-red motion sensor that automatically sets back
`the temperature to a predetermined point based on the
`
`Honeywell Exhibit 1008, Page 20
`
`

`
`US 2004/0117330 A1
`
`Jun. 17, 2004
`
`presence of a person in the area. However, most end use
`consumers do not have the time, experience, and/or access
`to data to monitor, track, and use these devices.
`
`[0014] The present invention is aimed at one or more of
`the problems set forth above.
`
`SUMMARY OF THE INVENTION
`
`In one aspect of the present invention, a system and
`[0015]
`method manage delivery of energy from a distribution
`network to one or more sites. Each site has at least one
`
`device coupled to the distribution network. The at least one
`device controllably consumes energy. The system includes a
`node and a control system. The node is coupled to the at least
`one device for sensing and controlling energy delivered to
`the device. A control system is coupled to the node and
`distribution network for delivering to the node at least one
`characteristic of the distribution network. The node for
`
`controls the supply of energy to the device as a function of
`the at least one characteristic.
`
`invention, a
`In another aspect of the present
`[0016]
`method of shifting energy requirements from a first period of
`time is provided. The method includes the steps of measur-
`ing energy usage of a controlled device operated by a
`customer, cutting off energy to the controlled device during
`the first time period, and providing a rebate to the customer
`based on actual energy savings as a function of the first time
`period,
`the measured energy usage, and known power
`requirements.
`
`In still another aspect of the present invention, a
`[0017]
`thermostat device for controlling a heating and/or cooling
`system through interaction with a user is provided. The
`heating and/or cooling system are supplied with energy
`through a power distribution network. The thermostat
`includes a control panel for receiving input from the user and
`a display coupled to the control panel for visually presenting
`information to the user. The thermostat device is adapted to
`receive a characteristic of the energy being supplied and for
`displaying the characteristic on the display.
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`
`[0018] Other advantages of the present invention will be
`readily appreciated as the same becomes better understood
`by reference to the following detailed description when
`considered in connection with the accompanying drawings
`wherein:
`
`[0019] FIG. 1A is a block diagram of an energy manage-
`ment system, according to an embodiment of the present
`invention;
`
`[0020] FIG. 1B is a diagrammatic illustration of one
`implementation of the energy management system of FIG.
`1A;
`
`[0021] FIG. 1C is a flow diagram of a process for man-
`aging energy delivery according to an embodiment of the
`present invention;
`
`[0024] FIG. 2C is a block diagram of a control node used
`in the energy management system of FIG. 1A;
`
`[0025] FIG. 2D is a block diagram of a load control node
`used in the energy management system of FIG. 1A;
`
`[0026] FIG. 2E is a block diagram of an implementation
`of the energy system of FIG. 1A at a customer site;
`
`[0027] FIG. 3A is an illustration of an advanced thermo-
`stat device, according to an embodiment of the present
`invention;
`
`[0028] FIG. 3B is a block diagram of the advanced
`thermostat device of FIG. 3A;
`
`[0029] FIGS. 3C-3G are graphs illustrating an exemplary
`economic and comfort management control strategy, accord-
`ing to an embodiment of the present invention;
`
`[0030] FIG. 4A is a graphical illustration of a customer
`GUI, according to an embodiment of the present invention;
`
`[0031] FIG. 4B is a graphical illustration of a control
`panel of the GUI of FIG. 4A;
`
`[0032] FIG. 4C is a graphical illustration of a virtual
`thermostat of the GUI of FIG. 4A;
`
`[0033] FIG. 4D is a graphical illustration of an occupancy
`mode screen of the GUI of FIG. 4A;
`
`[0034] FIG. 4E is a second graphical illustration of the
`occupancy mode screen of FIG. 4D;
`
`illustration of the
`[0035] FIG. 4F is a third graphical
`occupancy mode screen of the GUI of FIG. 4D;
`
`[0036] FIG. 4G is a graphical illustration of a thermostat
`scheduling calendar of the GUI of FIG. 4A;
`
`[0037] FIG. 4H is a graphical illustration of a thermostat
`scheduling panel of the GUI of FIG. 4A;
`
`[0038] FIG. 4I is a graphical illustration of a select day
`type drop down list of the GUI of FIG. 4A;
`
`[0039] FIG. 4J is a graphical illustration of a config alert
`screen of the GUI of FIG. 4A;
`
`[0040] FIG. 4K is a graphical
`screen of the GUI of FIG. 4A;
`
`illustration of a report
`
`illustration of a daily
`[0041] FIG. 4L is a graphical
`temperature report pop up screen of the GUI of FIG. 4A;
`
`illustration of a daily
`[0042] FIG. 4M is a graphical
`electrical report pop up screen of the GUI of FIG. 4A;
`
`[0043] FIG. 4N is a graphical illustration of a configura-
`tion data screen of the GUI of FIG. 4A;
`
`[0044] FIG. 40 is a graphical illustration of a thermostat
`data screen of the GUI of FIG. 4A;
`
`[0045] FIG. 4P is a graphical illustration of a heating drop
`down list of the GUI of FIG. 4A;
`
`[0046] FIG. 4Q is a graphical illustration of a cooling
`drop down list of the GUI of FIG. 4A;
`
`[0022] FIG. 2A is a block diagram of a gateway node used
`in the energy management system of FIG. 1A;
`
`[0047] FIG. 4R is a graphical illustration of a program
`participation screen of the GUI of FIG. 4A;
`
`[0023] FIG. 2B is a block diagram of a metering node
`used in the energy management system of FIG. 1A;
`
`[0048] FIG. 5A is a graphical illustration of a utility GUI,
`according to an embodiment of the present invention;
`
`Honeywell Exhibit 1008, Page 21
`
`Honeywell Exhibit 1008, Page 21
`
`

`
`US 2004/0117330 A1
`
`Jun. 17, 2004
`
`[0049] FIG. 5B is a graphical illustration of an immediate
`supply screen of the GUI of FIG. 5A;
`
`[0050] FIG. 5C is a graphical illustration of an available
`program capacity pop-up of the GUI of FIG. 5A;
`
`[0051] FIG. 5D is a graphical illustration of a scheduled
`supply screen of the GUI of FIG. 5A;
`
`[0052] FIG. 5E is a graphical illustration of a find eligible
`program dialog of the GUI of FIG. 5A;
`
`illustration of program
`[0053] FIG. 5F is a graphical
`summery table of the GUI of FIG. 5A;
`
`[0054] FIG. 5G is a graphical illustration of a program
`definition screen of the GUI of FIG. 5A;
`
`[0055] FIG. 5H is a graphical illustration of a reports
`screen of the GUI of FIG. 5A; and,
`
`[0056] FIG. 5I is a graphical illustration of a portion of the
`reports screen of FIG. 5H.
`
`DETAILED DESCRIPTION OF THE
`INVENTION
`
`1. Energy Management System and Methods—
`[0057]
`Overview
`
`[0058] With reference to the drawings, and in operation,
`the present invention relates generally to a system 1.02 and
`method for managing the delivery and usage of a commod-
`ity, such as electricity, natural gas, steam, water, chilled or
`heated water, or potable or recycled water. More specifically,
`the system 1.02 is adaptable to manage the delivery and
`usage of energy, e.g., electricity and natural gas. While the
`below discussion focuses on the management of the delivery
`and/or usage of electricity,
`the present
`invention is not
`limited to such the delivery and/or usage of electricity.
`
`the system 1.02 allows at least one
`In general,
`[0059]
`customer (or user) located at a customer site (indicated by
`reference number 1.04) and/or a utility (indicated by refer-
`ence number 1.06) to manage delivery or usage of the
`electricity to the customer’s site 1.06. The utility 1.06 may
`include both the generation of the electricity, e.g., via power
`plants, and/or the transmission of electricity to the customer
`sites 1.04.
`
`[0060] The customer site 1.04 includes at least one device
`1.08 which uses electricity and at least one node 1.10. In the
`illustrated embodiment, the customer site 1.04 includes three
`devices: a metered device 1.08A, a controlled device 1.08B,
`and a metered and controlled device 1.08C. Each device
`
`1.08 may have an associated node 1.10.
`
`[0061] As discussed in more detail below, in the illustrated
`embodiment, there are four different types of nodes 1.10: a
`load metering node 1.10A, a control node 1.10B, a load
`control node 1.10C, and a gateway node 1.10D.
`
`[0062] The gateway node 1.10D provides two way com-
`munication between the gateway 1.10D and each other node
`1.10A, 1.10B, 1.10C and between the gateway node 1.10D
`and a utility control system 1.12. It should be noted that
`although there are only one of each the devices 1.08A,
`1.08B, 1.08C, shown, there may be any number of each type
`of device 1.08A, 1.08B, 1.08C (including zero).
`
`[0063] The load metering node 1.10A, in general, mea-
`sures the instantaneous power being delivered (typically, in
`kWh) to the associated metered device 1.08A. The load
`metering node 1.10A may also determine the total power
`delivered to the metered device 1.08A over a predetermined
`period of time, e.g., every 15 or 20 minutes. Information
`related to the instantaneous power being delivered and the
`accumulated power is delivered to utility 1.06 via the
`gateway control node 1.10D. For example,
`the metered
`device 1.08A may be an electricity meter which measures all
`power being supplied to the customer site 1.04.
`
`is used to
`in general,
`[0064] The control node 1.10B,
`control the controlled device 1.08B. In the simplest form the
`control node 1.10B may controllably cut off and supply
`power to the controlled device 1.08B. For example, if the
`controlled device 1.08B is a pool pump used to filter a pool
`(not shown), the control node 1.10B may simply turn power
`to the pool pump on and off. Alternatively, the control node
`1.10B may have