Onboard in field automated fault detection and diagnostics
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Onboard/In-Field Automated Fault Detection and Diagnostics. a Subcommittee of the Advanced Technology Committee of the Western HVAC Performance Alliance Subcommittee Meeting 9:30am – 12:30pm (PT) December 11, 2012 Call-in: 712/432-0075 742911#

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Onboard/In-Field Automated Fault Detection and Diagnostics

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Onboard in field automated fault detection and diagnostics

Onboard/In-Field Automated Fault Detection and Diagnostics

a Subcommittee of the Advanced Technology Committee

of the Western HVAC Performance Alliance

Subcommittee Meeting

9:30am – 12:30pm (PT) December 11, 2012

Call-in: 712/432-0075 742911#

Weblink: http://uc-d.na4.acrobat.com/wcec/


Agenda

Agenda

  • 9:30Recap of 2012, Results of Roadmap Prioritization Survey

  • 10:00Presentation of Climacheck Case Study

  • 10:30Presentation of Ezenics and Enterprise Plug n Play Diagnostics and Optimization for Smart Buildings

  • 11:30HVAC Maintenance Behavior: the Customer and the Technician

  • 12:30Adjourn


2012 afdd subcommittee accomplishments

2012 AFDD Subcommittee Accomplishments

  • Roadmap Reviewed and Survey Conducted

  • Title 24 Requirement Passed

  • SCE continued Testing

  • SPC 207 Launched

  • Developed Timeline of AFDD Advancements

  • Presentations

    • Daihung Yu: Virtual Sensors

    • Jon Douglas: Residential and Light Commercial Systems

    • Sean McCaffrey: Case Study

    • Brian Thompson: Ezenics

    • Kristin Heinemeier and Claudia Barriga: Maintenance Behavior


Results of roadmap prioritization onboard

Results of Roadmap Prioritization: Onboard


Results of roadmap prioritization onboard1

Results of Roadmap Prioritization: Onboard


Results of roadmap prioritization onboard2

Results of Roadmap Prioritization: Onboard


Results of roadmap prioritization infield

Results of Roadmap Prioritization: InField


Evaluating diagnostic protocols

Evaluating Diagnostic Protocols

  • PIER-Purdue Protocol Evaluator: accuracy test for FDD protocols

    • refrigerant charge

    • evaporator & condenser airflow

    • non-condensables

    • liquid line restrictions

    • compressor valve leakage

      Application software/users manual in final development

    • CA T24 2008/2013 Installer/HERS RCA spec

      “…performs poorly. Flagging faults in up to 46% of the unfaulted cases, misdiagnosing over 25% of cases with faults, and not detecting faults in 32-55% of the cases with faults present.”


Fdd evaluator review

FDD Evaluator Review

  • Draft Diagnostic Protocol Evaluator report: January 2013

    www.newbuildings.org

    www.performancealliance.org

    http://wcec.ucdavis.edu/

  • Tentative March 1, 2013 in-person meeting @ WCEC UC/Davis

    • Review evaluator

    • Review RCA issues


Results of roadmap prioritization infield1

Results of Roadmap Prioritization: InField


Results of roadmap prioritization infield2

Results of Roadmap Prioritization: InField


Onboard priorities

OnBoard Priorities

  • Research FDD for Different System Types

  • Laboratory Methods of Test

  • Research into FDD on Thermostat

  • Research into Non-Microprocessor Units

  • Propose Reach Code FDD Requirements

  • Research into Fault Incidence

  • Cost Effectiveness Assessment and Dissemination


Infield priorities

InField Priorities

  • Results from Diagnostic Protocol Evaluator Project

  • Benchmark and Assess Existing Protocols

  • Develop Program for Commercial Buildings

  • In-Field FDD and Maintenance Study

  • Conduct Human Behavior Projects

  • Work with OEMS to Develop Products


Fdd case study presentation

FDD Case Study Presentation

  • ClimaCheck

    • Sean McCaffrey


Manufacturer presentation

Manufacturer Presentation

  • Ezenics

  • Enterprise Plug n Play Diagnostics and Optimization for Smart Buildings

    • Brian Thompson


Research presentation

Research Presentation

  • Understanding Maintenance Behavior

    • Customer: Claudia Barriga

    • Technician: Kristin Heinemeier


Maintenance and real people

Maintenance and Real People

Kristin Heinemeier

[email protected]

Claudia Barriga

[email protected]


Hvac behavioral research initiative

HVAC Behavioral Research Initiative


Hvac behavioral research initiative 2011 2012 projects

HVAC BEHAVIORAL RESEARCH INITIATIVE 2011-2012 PROJECTS

  • “Understanding Maintenance Behavior in Residential and Light Commercial End Users.” (SCE HTSDA)

  • “Lab and Field Usability of In-Home Energy Displays” (SCE HTSDA)

  • “Behavior and AFDD” (SCE HTSDA – Q4 ‘12)

  • “Understanding Contractor and Technician Behavior” (SCE EM&V)

  • “Roadmap for Behavior and Human Factors Research in HVAC” (CEC/PIER IA)

  • “HVAC Technician Instrument Laboratory” (CEC/PIER CIEE)


Onboard in field automated fault detection and diagnostics

Understanding Maintenance Behavior in

Residential and Light Commercial End Users

Claudia Barriga, Kristin Heinemeier, Laura Flynn, Dina Biscotti

Western Cooling Efficiency Center

Energy Efficiency Center

Southern California Edison


Methods survey of residential end users

Methods Survey of Residential End Users

  • Sample

    • 270 Southern California Residents

    • Random Sample from SCE territory

  • Online Survey Residents

    • Knowledge about AC and maintenance

    • Attitudes towards AC and maintenance

    • Attitudes towards the environment

    • Preferences for FDD alert systems


Onboard in field automated fault detection and diagnostics

Characteristics of Sample Regarding AC Maintenance


Onboard in field automated fault detection and diagnostics

Preferred FDD Alert Type


Simulated in home energy displays with specific vs general alerts and recommendations

Simulated In Home Energy Displays with Specific vs. General Alerts and Recommendations


Responses to tips and diagnostic alerts and recommendations in a simulated in home energy display

Responses to Tips and Diagnostic Alerts and Recommendations in a Simulated In Home Energy Display


Onboard in field automated fault detection and diagnostics

)


Onboard in field automated fault detection and diagnostics

I think this should be vertical and tagged at both ends, with color coding for bad stuff (red bad, green good)


Methods focus groups of small business owners

Methods Focus Groups of Small Business Owners

  • Four Focus Groups in 2 SCE territory locations

  • 10-12 participants per group

  • Attitudes towards AC and maintenance

  • Attitudes towards Utilities Energy Efficiency Programs

  • Attitudes towards the Environment


Key findings

Key Findings

  • Key finding 1: Small business owners are not convinced that regular HVAC maintenance saves money.

  • Recommendations: Show customers approximate (or best yet, actual) energy savings on bill that result from active participation in maintenance programs. Develop tools or techniques to field test AC unit efficiency before and after measures are implemented.

  • Key finding 2: Small business owners do not understand how to properly maintain HVAC equipment.

  • Recommendation: Create a guide for small businesses owners to use as a screening tool to find good contractors and as a double check for existing contractors.

  • Key Finding 3: Small business owners do not like complicated rebate programs.

  • Recommendation: Streamline rebate process or encourage contractors to take on the role of rebate collectors to minimize inconvenience to small business owners. Another idea is to provide the rebate as a credit on the utility bill.


Maintenance technician observation study

Maintenance Technician Observation Study

  • Covertly Observed 13 Maintenance Technicians

  • Requested “service,” “maintenance,” and “energy tune-up”.

  • Two “faults”:

    • Airflow <250cfm/ton

    • Registers closed

  • Post-Observation Interview


  • Technician characteristics

    TechnicianCharacteristics


    Tasks completed correctly by service duration and technician characteristics

    Tasks Completed Correctly by Service Duration and Technician Characteristics


    Recommendations by technicians

    Recommendations by Technicians


    Technician observation conclusions

    Technician Observation Conclusions

    • Technical performance was below the standards of ACCA 4 and “Quality Maintenance” goals.

    • Yet, technicians were more knowledgeable than their technical performance scores would suggest

    • This study does not provide evidence that lack of training or certification is creating the problem.


    Technician observation conclusions1

    Technician Observation Conclusions

    • Technicians work hard to achieve their perceived company and customer goals:

    • Company Goals

      • Their company’s goal is to sell and accomplish as many service calls as possible in one day.

  • Customer Goals

    • Customers are interested in only two things: in the equipment working when needed, and in spending as little time and money as possible to achieve that goal.


  • Technician observation conclusions2

    Technician Observation Conclusions

    • These goals are closely tied both to the industry’s traditional practices around “maintenance services” and to common connotations of the word “maintenance”.

    • Industry transformation should include a way to make technicians see the non-traditional goals of quality technical performance as consistent with the goals of their employers and their customers.


    Technician observation conclusions3

    Technician Observation Conclusions

    • A newcategory of service other than “maintenance” or “tune-up”, is required…perhaps “optimization”.

    • Solid data on benefits, both for the industry at large and for individual buildings, is key.


    Onboard in field automated fault detection and diagnostics

    Discussion…


    Thank you

    Thank you!

    • Mark Cherniack [email protected]

    • Kristin Heinemeier [email protected]

    • Jerine Ahmed [email protected]

    • Anthony Hernandez [email protected]

    • KC Spivey [email protected]

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