United States Patent
`US 7,130,719 B2
`(10) Patent No.:
`(12)
`Ehlerset al.
`(45) Date of Patent:
`Oct. 31, 2006
`
`
`US007130719B2
`
`(75)
`
`(54) SYSTEM AND METHOD OF CONTROLLING
`AN HVAC SYSTEM
`Inventors: Gregory A. Ehlers, Bradenton, FL
`(US); Joseph Beaudet, Prince George,
`VA (US)
`(73) Assignee: Robertshaw Controls Company,
`Richmond, VA (US)
`.
`.
`.
`.
`Subject to any disclaimer, the term ofthis
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 0 days.
`(21) Appl. No.: 10/628,518
`
`.
`(*) Notice:
`
`3,181,791 A *
`4,075,699 A
`4,174,517 A
`417646 A
`4,218,737 A
`4.245319 A
`4,291,375 A
`4,324,987 A
`4,336,462 A
`4.338.791 A
`
`5/1965 Axelrod wee eee 236/44 C
`2/1978 Schneideret al.
`11/1979 Mandel
`8/1980 Caltagirone etal
`8/1980 Buscher et al.
`‘1/1981 Hedges
`9/1981 Wolf
`4/1982 Sullivan,II et al.
`6/1982 Hedgeset al.
`7/1982 Stamp, Jr. et al.
`(Continued)
`FOREIGN PATENT DOCUMENTS
`
`(22)
`
`Filed:
`
`Jul. 28, 2003
`
`CA
`
`2121124 Al
`
`7/1993
`
`(65)
`
`Prior Publication Data
`US 2004/0133314 Al
`Jul. 8, 2004
`
`(Continued)
`OTHER PUBLICATIONS
`
`“50 Successful DSM Programs”, The Results Center,
`1994.
`
`lists Mar.
`
`Related U.S. Application Data
`(63) Continuation of application No. 10/402,370, filed on
`(Continued)
`Mar. 28, 2003, now abandoned.
`Primary Examiner—Leo Picard
`(60) Provisional application No. 60/383,027, filed on May
`Assistant Examiner—Sean Shechtman
`24, 2002, provisional application No. 60/368,963,
`(74) Attorney, Agent, or Firm—Andrus, Sceales, Starke &
`filed on Mar. 28, 2002.
`Sawall, LLP
`awa
`Int. Cl.
`(57)
`ABSTRACT
`(2006.01)
`GO5D 23/00
`(2006.01)
`GO06F 17/00
`2006.01
`GO6F 19/00
`A system and method manage delivery of energy from a
`S008 OL)
`G06F 15/00
`cistributionTeecoupledethe THetcibutienachsite pes a
`(52) US. Ch. ceccccssssseseeeeee 700/276; 700/299; 700/300:
`58)
`Field of Classifi 705ae; is 702/130; soo least one device controllably consumes energy. The system
`(58)
`Field
`o sooTean 578.386,001398,396 399°
`includes a node and a control system. The node is coupled
`700/300: 705/412: 303/60 61 62. 130,
`to the at least one device for sensing and controlling energy
`?
`7021132 180 ? 1 37 18g
`delivered to the device. A control system is coupled to the
`lication
`file
`f
`\
`oh hie
`?
`node and distribution network for delivery to the node at
`file
`tor complete search
`history.
`least one characteristic ofthe distribution network. The node
`ee application
`References Cited
`controls the supply of energy to the device as a function of
`the at least one characteristic.
`U.S. PATENT DOCUMENTS
`
`(51)
`
`s
`
`(56)
`
`1,547,242 A
`
`7/1925 Strieby
`
`29 Claims, 18 Drawing Sheets
`
`ECONOMIC AND COMFORTMANAGEMENT & CONTROL EXAMPLE
`
`8)
`7
`
`
`
`[== MAXIMUM SAVINGS
`
`
`BALANCED SAVINGS/COMFORT
`— -— MAXIMUM COMFORT
`
`of
`
`“of
`
`“ ALLOWED
`OFFSET
`
`n
`
`20
`
`24
`
`28
`
`32
`
`COST OF ENERGYIN CENTS PER KWH
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 1
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 1
`
`

`

`10/2001 Budike, Jr.
`6,311,105 Bl
`6,816,757 B1* 11/2004 De La Ree etal.
`2001/0010032 Al
`7/2001 Ehlerset al.
`2002/0019712 Al
`2/2002 Petite et al.
`2003/0036810 Al
`2/2003 Petite
`2003/0036822 Al
`2/2003 Davis etal.
`
`........ 700/286
`
`FOREIGN PATENT DOCUMENTS
`
`US 7,130,719 B2
`
`Page 2
`
`U.S. PATENT DOCUMENTS
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`
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`5,598,349 A
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`10/1997 Moe et al. oo. eee 700/296
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`12/1997 Ehlersetal.
`5,924,486 A
`7/1999 Ehlers et al.
`6,070,110 A *
`5/2000 Shah et al. ow... 700/278
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`1/2001 O’Donnell et al.
`
`OTHER PUBLICATIONS
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`1 page.
`“A-14—DMS350A Programming Reference”, Jul. 1998,
`“Bell of Pennyslvannia’s automatic meter reading coult mean
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`1990.
`“Boosting Your Home’s IQ: Manufacturers agree on standards for
`creating the smart house”, Technology, p. 70 (not dated).
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`support home automation application”, PR Newswire, Mar. 1, 1994.
`“Commonwealth Edison installs Metricom’s communication net-
`work” Business Wire, Mar.4, 1993.
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`“DMSFacilities Management System FMS2-35SX”, Robertshaw
`Control Division, Nov. 1991, 4 pages.
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`controlled load manage .
`.
`. ” PR Newswire Assoc., Jan. 19, 1994.
`“Energy movesinto fiber optics to control residential consumption”,
`Energy Report, Dec. 4, 1992, vol. 20, No. 49 (sr abst).
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`.
`. PR Newswire Assoc., Aug. 26, 1993.
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`“Lon Works—the choice in home automation”, Motorola, Mar.
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`“MicroSmart Control Network (Features and Benefits)”, Siebe
`Environmental Controls, 1993, 10 Pages.
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`“MicroSmart MSC-NC/NCM (Network Communications Module)
`Installation Guidelines”, Siebe Environmental Controls, Jun. 1993,
`pp. 1-9.
`“PGW to begin automatic meter reader installations in 500,000
`homesin Jun.”, PR Newswire Assoc., Apr. 2, 1993.
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 2
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 2
`
`

`

`US 7,130,719 B2
`Page 3
`
`Kaplan, Daniel, “DSM Monitoring a key issue for utility industry
`“PLC features & specifications”, Regency Electronics, Inc. date
`unknown.
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`Karve, Anita, “Brainy Buildings”, LAN Magazine, Aug. 1994.
`“Re-engineering electric utility metering and communications”,
`McLeister, Dan, “Dramatic changes lie ahead for home automa-
`Transmission & Distribution, Apr. 1994.
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`“Scientific-Atlanta, Bell Atlantic to Offer Cost-Effective Informa-
`Niggli, Michael R., PowerView: Two-Way Customer Communica-
`tions: (no ref or date).
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`Phillips, Tim, “Welcome to the computerized home”, The Guardian,
`“Section 2 Standard Program Functions (DMS 350A Programming
`Mar. 10, 1994.
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`rity, energy and entertainment”, Newsday, Inc., Oct. 15, 1992.
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`Sanders, Michele, “Interfacing with the homeof the future”, Infor-
`focused technology”, Fortnightly.
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`Stevenson, Jr. William, “Elements of Power System Analysis”, 4th
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`Vizard, Frank, “Building the information superhighway”, Popular
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`
`* cited by examiner
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 3
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 3
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 1 of 18
`
`US 7,130,719 B2
`
`1.06
`
`116
`
`1.12
`
`ea aeaee ee ee ee ee
`
`NODE
`
`1.10A
`METERING
`
`ve
`
`1.08A
`
`METERED
`
`1.10B
`.
`
`
`Figure1A.CONTROL NEROLLED|-
`
`NODE
`
`sS LOAD
`
`CONTROL
`NODE
`
`DEVICE
`
`CONTROLLED
`
`AND METERED
`DEVICE
`
`USER
`
`INTERFACE ~~
`Tia
`
`1.10C
`
`1.08C
`
`1.04
`
`1,32
`
`MEASURE ENERGY
`USAGE OF A DEVICE
`
`
`
`CUT OFF ENERGY TO THE DEVICE
`DURINGA 1ST TIME PERIOD
`
`PROVIDING A REBATE BASED ON
`ACTUAL ENERGY SAVINGS
`
`Figure 1C
`
`132A
`‘
`
`1.32B
`
` 1.32C
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 4
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 4
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 2 of 18
`
`US 7,130,719 B2
`
`WIWOISND
`
`
`
`NYOMIAIN\0cT
`
`PLT90°FOrt
`WALVMLEW:
`dAnd100dMtn.\4)\allo.
`——LV.ISOAMSHL
`
`waveALST
`
`liant(—)VOE'T
`NOLLVDINNIWWODDIoy|?pe
`
`O0E'T
`
`“yAVMAZLVY9w"
`
`:
`IPR2022-00969
`Exhibit 2010
`Page 5
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 5
`
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 3 of 18
`
`US 7,130,719 B2
`
`
`
`
`
`a TWOWAY
`
`
`: CHANNEL
`COMMUNICATIONS
`
`
`PROCESSOR
`
`
`CONTROL POINT
`
`
`CONFIGURATION
`
`
`INTERFACE
`
`
`
`OTHER NODES OR
`
`PROGRAMMINGDEVICE
`Figure 2A
`
`2.08
`
`1.10
`
`110A
`
`1.08A
`
`METERING
`MODULE
`
`
`
`
`TWOWAY a
`|NODE
`COMMUNICATIONS
`processor.
`C
`1
`PROCESSOR
`
`
` 03
`
`OTHER NODES OR
`PROGRAMMINGDEVICE
`
`N
`
`Ligure 2B
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 6
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 6
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 4 of 18
`
`US 7,130,719 B2
`
`
`
`CONTROL POINT
`CONFIGURATION
`
`
`INTERFACE
`
`OTHER NODES OR
`PROGRAMMINGDEVICE
`
`2.08
`
`Figure 2C
`
`2.14
`
`MAINS
`COUPLER
`
`AND CONTROLLED
`DEVICE
`
`2
`
`NODE
`
`
`2.1
`
`
`PROCESSOR
`
`METERING
`
`
`MODULE
`
` CONTROL POINT
`CONFIGURATION
`INTERFACE
`
`
`
`
`OTHER NODES OR
`PROGRAMMINGDEVICE
`
`2.08
`
`Figure2D
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 7
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 7
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 5 of 18
`
`US 7,130,719 B2
`
`GATEWAYNODE
`
`}~—-2.24
`
`2.20
`
`2.18
`
`2.204 A>
`
`2.22
`
`x
`
`LOAD METERING NODE
`
`2.20B
`
`2.20C
`
`2.20D
`
`2.20E
`
`2.22A
`
`2.22B
`
`2.22C
`
`2.22)
`
`2,22E
`
`2.20F
`
`2.22F
`
`WELL PUMP
`ROORMOUNTED
`PHOTOVOLTIAC
`SYSTEM
`
`2.20G
`
`2.20H
`
`2.22G
`
`DISHWASHER|~~2.22H
`
`Figure 2E
`
`3.02
`
`3.04
`
`3.06 Figure 3A
`
`1.30D
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 8
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`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 8
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`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 6 of 18
`
`US 7,130,719 B2
`
`308
`
`1.30D
`
`t
`
`THERMOSTAT
`
`
`
`
`
`GATEWAY
`NODE
`Figure 3B
`
`
`
`OTHER NODES
`AND DEVICES
`
`
`1.08, 1.10
`
`7
`
`7
`
`ECONOMIC AND COMFORT MANAGEMENT & CONTROL EXAMPLE
` 8) [—__ MAXIMUM SAVINGS
`
`yo
`7
`BALANCED SAVINGS/COMFORT
`— - — MAXIMUM COMFORT
`
`
`
`
`
`ALLOWEDOFFSET
`
`0
`
`4
`
`8
`
`12
`
`16
`
`20
`
`24
`
`28
`
`32
`
`COST OF ENERGYIN CENTS PER KWH
`
`Figure 3C
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 9
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 9
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 7 of 18
`
`US 7,130,719 B2
`
`ECONOMIC AND COMFORTMANAGEMENT & CONTROL EXAMPLE
`
`
`
`INDOORSETPOINT
`
`80
`
`79
`
`78
`
`76
`
`75
`
`74
`
`73
`
`72
`
`a a 3148
`_—eee
`eeeee 3.14c
`yer
`3.12B
`
`Ta
`
`‘
`
`3.12C
`
`16
`
`32
`
`48
`
`64
`
`80
`
`96
`
`112
`
`128
`
`INTERVALSOF TIME - 4 MINUTES PER INTERVAL
`
`Figure 3D
`
`ECONOMIC AND COMFORT MANAGEMENT & CONTROL EXAMPLE
`
`
`
`HVACRUNTIME%
`
`
`
`—— HVAC RUN %
`
` — -— THERMAL GAIN RATE
`
`
`
`THERMALGAIN
`
`RATEPERHOUR
`
`0
`
`3
`
`6
`
`9
`
`12
`
`15
`
`18
`
`21
`
`24
`
`INTERVALSOF TIME - HOUR INTERVALS
`
`Figure 3E
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 10
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 10
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 8 of 18
`
`US 7,130,719 B2
`
`ECONOMIC AND COMFORT MANAGEMENT & CONTROL EXAMPLE
`
`70
`
`78
`
`MAXIMUM ECONOMY — - —
`
`
`
`
`0
`
`112
`96
`80
`64
`48
`32
`16
`INTERVALS OF TIME - 4 MINUTES PER INTERVAL
`
`128
`
`Figure 3F
`
`ECONOMIC AND COMFORT MANAGEMENT & CONTROL EXAMPLE
`
`°:
`
`E 77|MAXIMUM COMFORT
`
`oO
`Ey
`fy
`Ww
`la
`
`80
`
`— — THERMAL GAIN RATE
`70 — HVAC RUN %
`
`RUNTIME%n le
`
`HVA
`
`4
`
`
`
`THERMALGAIN
`
`RATEPERHOUR
`
`
`
`0
`
`3
`
`6
`
`9
`
`12
`
`15
`
`18
`
`21
`
`24
`
`INTERVALS OF TIME - HOUR INTERVALS
`
`Figure 3G
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 11
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 11
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 9 of 18
`
`US 7,130,719 B2
`
`4,02
`
`406A 4.06B
`
`4.06C
`
`4.06D
`
`Home| Help| Contact | FaQs |
`
`Logoffieminem
`yste!
`Homeowner G
`
`sue—||aur [2]
`4.16
`
`4,06
`
`Welcome, E. Minem
`
`2x22 seszanvesn-roemars.2ms
`
`4.1Oe
`
`OuUre:
`Noutireloctethee
`
`jw [weg
`
`“weavallsblebere”
`
`Monthly Consumption
`Yearly Graph
`Daily Profile
`
`Your User Profile information and
`en
`
`Click here to find information
`about your system
`
`Figure 4A
`
`4,10
`Homeowner Direct Access
`Usethe following links to quickly find screensthat provide details about your energy devices
`HomeownerDirect Access Pages
`
`Heating / AC
`Click here to access Heating/ AC
`
`Whole House Meter
`Click here to access Whole House Meter
`
`Figure 4B
`
`4,18
`
`°
`
`4.20
`
`AUTO
`
`————
`
` Thermostat Name: Heating/ AC
`429A
`—
`(|
`ChangeSystemMode
`4208
`67 E
`420C
`Heat: 58)
`4,22D
`Cool: 85
`Stage 1 OFF
`4.22E
`Away
`st) $ $ $ $
` 4.22F
`Figure 4C
`‘
`=1sure
`4,22
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 12
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 12
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 10 of 18
`
`US 7,130,719 B2
`
`4.24
`
`
`
`4.10
`
`
`Occupancy Modes
`
` 2.26
`Sleep
`Away
`——-Yacant’
`
`Whenmy homeis in Home Mode
`[1] Active
`
`
`Use the following settings for the areas controlledCdtheSeefACthermostat
`
`
`Coolingsetpoine[S0]*F—We[EnemaamedvEeoomyProfle43
`Heatingsetpoint:
`°F
`[A] MyhomeisaeOCCUPIEDduringHomemode
`
`
`
`
`“Figure 44D
`
`
` 4,30
`
`~—Userl
`
`~—User2,
`
`—User3—
`
`User
`
`
`Occupancy Modes
`
`2.26
`Home
`Sleep Userd—User2=User=UserdVacant
`
`
`
`When my home isin Home Mode
`[7] Active
`Use the following settings for the areas controlled by the Heating/ AC thermostat
`4 32eo
`Cooling setpoint:
`°F
`use:
`EconomyProfile
`Heating setpoint:
`°F
`My home is normally OCCUPIED during Away mode
`
`
`
`
`
`
`Figure 4E
`
`4.30
`
`
`
`Occupancy Modes
`
`Sleep
`Userd
`User2
`User3
`Users
`Home —Avay
`
`
`
`
`UsethefollowingsettingsfortheareassconesbytheHeating/ACthermostat
`<7] Economy Profile
`use:
`°F
`Cooling setpoint:
`
`
`
`
`Heating setpoint|45|[45] °F OCCUPIED during Vacant mode
`
`
`
`
`
`Figure 4F
`
`2.26
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 13
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 13
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 11 of 18
`
`US 7,130,719 B2
`
`Thermostat Scheduling
`
`4.10
`
`eekday
`
`
`3 20
`
`
`eekday
`leekday
`
`
`feekday
`
`eeckday
`
`Figure 4G
`
`Thermostat Scheduling
`
`
`
`4,38
`4,10
`
`
`
`
`Start>> Start at midnight in: [Sleep__Tv]mode Click to show instructions
`
`
`Then at [O430am_[v]owitch to [User]Tv]mode
`
`
`4.36
`
`Then at[05:00am_[~]switch to [User2Tv]mode
`
`
`
`Then at[05:30am_[v][Homeswitch to ——_Tv]mode
`
`
`
`
`Then atO7B0am_[v]switch w[Away__Tv]mode
`Then at[0£00pm_|v switch to [User2_Tvmode
`
`Then at [05:30pm__[v|switchto[Home__[v|mode
`Then at[Z000pm—_[v]switch vo [SleepTvJmode
`
`
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 14
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 14
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 12 of 18
`
`US 7,130,719 B2
`
`4,58
`4.56
`4,54
`4.52
`Configure Alert
`ee
`User Name: E. Minem
`AccountID:
`Primary email:
`eminem@aol.com
`Phone#:
`Destination
`Configurable Priority Single/Aggregate
`
`Alert Description
`
`Temperature out of Range
`
`Temperature out of Range
`
`Gateway Not Responding
`
`Temperature outof Range
`
`Gateway Not Responding
`
`Budget Limit Alarm
`
`Device is Malfunctioning
`
`Communication Failure
`
`Ramping Recovery Failure
`
`fome Occupant
`
`ice Provider
`
`ice Provider
`
`jw
`
`Home Occup
`
`‘ome Occupant
`
`Home Occup
`
`Home Occup
`
`ba]5
`
`;
`
`sgoooosecack
`
`el
`
`
`
`ooooadonoa0aaunog
`
`ooooonaogonoo0o0
`
`FBAGHCAHHoo
`
`lr
`r<}L<
`le
`is}1
`
`|
`4.48
`[ServiceProvider_{v
`
`Duplicate IP address
`<|
`Temperature out of Range
`Note: You may add thesecondaryemail as another channel by updating personal data, Click here to update accountpersonal data
`
`4.66
`
`4,.68E
`
`4.68F
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 15
`
`
`
`
`DailyElectrical
`
`Electricity Usage
`ly
`Ele
`al
`
`Cost & Consumption
`
`Yearly Graph, 4.68D
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 15
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 13 of 18
`
`US 7,130,719 B2
`
`"
`
`Daily Temperature Report
`
`Temperature Data for Tuesday, March 18, 2003
`
`Temperature Data
`
`4,70
`
`00 01 02 03 O4 05 06 O07 08 09 10 11 12 13 14 15 16 17 18 19 2 2 BW Bw 00
`
`4.72
`Time
`
`
`Select Thermostat] Heating/AC |v][Mar2003|v)
`
`
`
`
` 4.74
`Figure 4L
`
`Daily Electrical Report
`*Total Cost : $1.57 Total Usage : 11.54 kWh
`"Costs are estimates of the actual cost of energy that does notinclude taxes or other surcharges
`
`Energy Consumption and Cost for Tuesday, March 18, 2003
`
`O Hourly kWH - 15 minutes cost
`4,76|200
`1.80
`1.60
`
`00 01 02 03 04 05 06 O7 08 09 10 11 12 13 14 15 16 17 18 19 20 2 2 23 00
`Time
`
`$0.00
`
`4.82io
`
`4,78
`Service Device:
`
`C1] Constant Seale
`
`Figure 4M
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 16
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 16
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 14 of 18
`
`US 7,130,719 B2
`
`4.86
`
`4.88B
`
`4,88C
`
`Configuration Data
`Personal Data
`
`Thermostat Data
`
`4,88A
`
`Your personal account settings
`
`Your thermostatdata
`
`Information about your home
`
`EM Switches
`Energy ManagementServices
`
`Programs
`
`Your program listing
`* = required
`
`Thermostat Data
`
`Stages: ©@1 Q2
`Emergency Heating
`Additional controls: ([] Humidifier [] Dehumidifier
`
`*Safety Limite: (95 _]High[50_| Lower High[45_|Lower"Alert Limits:
`
`“Heat Limits: {75 ]High[45_| Lower
`“CoolLimits:
`High{65_| Low*F
`
`Type:
`Stages: ©1 O2
`
`Figure 40
`
`4,92
`
`
`
`
`
`
`
`
`
`
`4.94
`
`
`
`
`
`
`
`
`
`Figure 40
`
`
`
`
`Electric: w/ Electric Emergenc|v
`
`Hot Water
`
`Figure 4P
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 17
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 17
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 15 of 18
`
`US 7,130,719 B2
`
`Program Participation
`
`Participate Product Name
`Emergency AC Curtailment
`A Group
`B Group
`
`Emergency HVAC Curtailment
`Emergency Hot Tub/Spa
`Cartallment
`Emergency Pool Pump
`Curtailment
`Emergency Shut Off
`Emergency Water Heater
`Curtailment
`AfternoonPeaker
`
`MorningPeaker
`
`4.96
`
`Effective Dates
`From
`To
`01/01 - 12/31
`O1/01 - 12/31
`01/01 - 12/32
`01/01 - 12/31
`O1/01 - 12/31
`
`o1/o1 - 12/31
`
`01/01 - 12/31
`
`01/01 - 12/31
`04/01 - 10/01
`01/01 - 12/31
`
`Supply Type
`On Demand
`On Demand
`On Demand
`Gn Demand
`
`On Demand
`
`On Demand
`
`On Demand
`
`Qn Demand
`Scheduled
`Scheduled
`
`Effective Daily
`From
`To
`12:00am
`- 11:59pm
`12:00am. -
`11:53pm
`12:00am
`- 11:53pm
`12:00am -
`11:59pm
`
`12:00am -
`
`11:59pm
`
`12:00am -
`12:00am -
`
`11:59pm
`
`11:59pm
`
`12:00am -
`
`11:59pm
`12:00am - 6:00pm
`12:00pm
`
`6:00am -
`4OOO0QOO0008G
`
`4.100
`
`4,98
`
`Figure 4R
`
`
`
`
`Immediate Supply Scheduled Supply Program Definitions Active Supply Supply History Reports
`
`Home Logoff
`
`
`
`5.04
`
`
`Supp!y His
`Link to a tree diagram
`
`
`
`power
`electrical distribution network
`pesteneration.
`
`
`Substrations are selectable and te, time,pro},Progra,
`
`
`links are providedto display
`Prodution/actactual amount
`min/max total demandare listed.
`activesupply atthe node level.
`
`
`
`5.08D
`
`5.08F
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 18
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 18
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 16 of 18
`
`US 7,130,719 B2
`
`Electrical Distribution Network for tss1
`
`[___StationName__||TotalCapacity|
`coi
`[sever Root Se
`
`jotow Rapa
`
`ubstrations
`fenCe]
`
`Figure 5B
`
`,
`
`5.28
`
`5.30
`
`
`
`
`
`
`209 W
`
`ow
`
`7193 W
`
`193 w
`
`7193 W
`
`5.24
`
`“~\
`
`Available Program Capacity
`Node Name: Philadelphia
`
`
`
`
`
`
`
`
`Emergency HVAC Curtailment
`
`Emergency Shut Off
`
`S z
`
`Emergency Water Heater Curtailment
`
`Emergency Pool Pump Curtailment
`
`Emergency Hot Tub/Spa Curtailment
`
`Emergency AC Curtailment
`
`oO
`
`Oo
`
`o o
`
`O
`
`oO
`
`Oo
`
`Bmp
`
`oO
`A Group
`puraion [aai[o}~5,32
`Tue Mar 18 2003 14:30
`
`5.26
`
`5.34
`
`5.36
`
`5.38
`
`Figure 5C
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 19
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 19
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 17 of 18
`
`US 7,130,719 B2
`
`Electrical Distribution Network for dsst
`1800-
`1200-
`0600-
`o000-
`
`|___DayTypeType] Se0o_|Ea|a||eo|AvailableActions=|[Worktay[soawTatsw|aeswT53wTReviewSchedules
`
`
`[CreateSchedules|ubstrations
`Pp
`
`Richmond
`Works] ici] 107W__]169Ww_]205W|ReviewSchedules|GreateSchedules|
`Ph
`Wadiy] esa_[TisoW[559W__]S46W|ReviewSchedules|CreateSchedules_|
`
`Workday] ow[26w TowJ27wTReviewSchedutes|CreateSchedules_|
`
`Philfy Non Curtailed
`Day: oO
`
`_Figure 5D
`
`Find Eligible Programs
`Find Eligible Programs for: Phoenix
`Month:
`
`Howe{0—[¥) Minatee[7[Z]
`Desired Supply:Cj
`
`—-Hours[_]v] Minutes]
`Schedule Name: Cd
`
`Description
`Immediate Supply
`
`PM
`
`Scheduled Supply
`curtails WaterHeater, Poo!
`h
`Pumps
`Th program ar
`‘Shutoff WaterHeatera and Pool pumps between 6AM and 12
`
`and HVAC
`
`aS 554 Figure 5F
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 20
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 20
`
`

`

`U.S. Patent
`
`Oct. 31, 2006
`
`Sheet 18 of 18
`
`US 7,130,719 B2
`
`Program Definitions
`a
`
`5.58
`
`5.60
`
`Supply Type: © OnDemand © Scheduled <\_-5,62
`
`
`
`Available Dates: From: MM
`DD
`To: MM
`DD
`
`Available Time: From: HH To: HEED—[~]|MMMM 5.96
`
`C1 Options
`
`( Overrideable “~~; 66
`
`5.64
`
`DeviceTypesTo Onvagrstat DQWater Heater[J] Poo! Pump (] Hot Tub/Spa «i—\_ 5.68
`Dey
`
`5.70
`
`5.72 Figure 5G 5.74
`
`5.76
`
`Daily Report for Electric Meter
`
`Total Usage : 647.32 kWh
`
`Energy Consumption for Tuesday , March 18 ,2003
`
`O Hourly kWH
`20.00
`18.00
`16.00
`14.00
`12.00
`
`: 10.008.00
`
`6.00
`4.00
`2.00
`0.00
`
`8 OE OR SMS MGMT EOEEBB STB DRE em
`
`Saee
`
`cape
`
`Mont
`
`Figure5H 5.78
`
`Electric Meter
`
`Thermostat
`
`Hot Tub/Spa
`
`Water Heater
`
`Pool Pump
`
`Figure 51
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 21
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 21
`
`

`

`US 7,130,719 B2
`
`1
`SYSTEM AND METHOD OF CONTROLLING
`AN HVAC SYSTEM
`
`RELATED APPLICATIONS
`
`The present application is a continuation of and claims
`priority to U.S. patent application Ser. No. 10/402,370filed
`Mar. 28, 2003, now abandoned which claimspriority to U.S.
`Provisional Patent Application Ser. No. 60/368,963 filed
`Mar. 28, 2002 and to U.S. Provisional Patent Application
`Ser. No. 60/383,027 filed on May 24, 2002, all of which are
`hereby incorporated by reference.
`
`FIELD OF THE INVENTION
`
`The present invention relates generally to the delivery 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
`
`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
`demandclearly show that the need for a substantial amount
`of new generation assets could be eliminated if there was a
`wayto shift some of the demand from peakto off peak times.
`The deregulation of the electric industry has heightened
`concerns over poweroutages, price volatility and how the
`eventual outcome will impact the economy and our way of
`life.
`For example, recent events in California have captured 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
`majorutilities to sell off their generation assets resulting in
`them having to buy the power they used to self generate
`from others.
`
`Demandreduction programs and more advanced controls
`have been proposed to assist in reducing demand during
`peak times.
`Currently, utilities do offer demand reduction programsto
`their customers. These programsare designedto shift loads
`out of peak periods by providing a financial incentive for
`consumers to moveloads to a time whenit is less expensive
`for the utility to produce or obtain power. Time of day rate
`is an example of such a program.
`Another type of program offered by utilities is the tradi-
`tional 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.
`While both of these programs have been shown to work,
`they each have their problems. Time of day rate programs
`maybedifficult 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
`
`2
`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.
`While both time of day rates and DSM programs can be
`effective, each have challenges in the area of customer
`satisfaction that erode their usefulness. In addition, utilities
`earn little revenue from these types of offerings and there-
`fore look to new generation as a more economically viable
`option.
`Thermostats, thermostatic control devices and environ-
`mental control systems have been designed, manufactured
`and placed in use for many years. These devices are prima-
`rily designed to sense the temperatureinside a site and based
`on occupant designated setting, activate the heating and/or
`air conditioning system or systems to maintain 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.
`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 mechanism 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 twoset 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 acti-
`vated to raise the temperature during winter seasons, and a
`maximum temperature, above which the cooling system will
`be activated to drop the temperature during summerseasons.
`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
`define a temperature range between which they are com-
`fortable. Using these two main types of design as a base line,
`there are many variations, which have been developed over
`time. Overthe years, these sensing and control devices have
`moved from traditional bi-metal contractors to more sophis-
`ticated electronic devices over the years, and have incorpo-
`rated 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 fixed costtier 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 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.
`The present invention is aimed at one or more of the
`problemsset forth above.
`
`SUMMARY OF THE INVENTION
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`me 0
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`20
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`25
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`30
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`35
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`40
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`45
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`50
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`55
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`60
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`65
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`invention, a system and
`In one aspect of the present
`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
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 22
`
`ECOBEE V. ECOFACTOR
`IPR2022-00969
`Exhibit 2010
`Page 22
`
`

`

`US 7,130,719 B2
`
`3
`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.
`
`In another aspect of the present invention, a method of
`shifting energy requirements from a first period of time is
`