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Patent 2892436 Summary

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(12) Patent Application: (11) CA 2892436
(54) English Title: INTERACTIVE SYSTEMS FOR PROVIDING WORK DETAILS FOR A USER IN OIL AND GAS OPERATIONS
(54) French Title: SYSTEMES INTERACTIFS SERVANT A FOURNIR A UN UTILISATEUR DES DETAILS DE TACHE DANS LES EXPLOITATIONS DE PETROLE ET DE GAZ
Status: Dead
Bibliographic Data
(51) International Patent Classification (IPC):
  • G06Q 10/06 (2012.01)
  • G09B 19/00 (2006.01)
(72) Inventors :
  • ROACHELL, ALAN (United States of America)
  • TRUAX, DAVID (United States of America)
  • WOOD, THOMAS JAMES (United States of America)
  • WOOD, TOM (United States of America)
  • ROWAN, MIKE (United States of America)
(73) Owners :
  • XTREME DRILLING AND COIL SERVICES (Canada)
  • 3RD-EYE TECHNOLOGIES INC. (Canada)
(71) Applicants :
  • XTREME DRILLING AND COIL SERVICES (Canada)
(74) Agent: FINLAYSON & SINGLEHURST
(74) Associate agent:
(45) Issued:
(22) Filed Date: 2015-05-22
(41) Open to Public Inspection: 2015-11-22
Availability of licence: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): No

(30) Application Priority Data:
Application No. Country/Territory Date
62/002,036 United States of America 2014-05-22

Abstracts

English Abstract



A knowledge system is provided that is operable for producing how-to segments
of information for use with a maintenance system, an equipment and asset
tracking
system, and a job function competency system to utilize a plurality of types
of display
devices for maintaining a plurality of types of industrial assets located at a
plurality of
locations. In one embodiment, a low energy communicator is mounted to said
each of
said plurality of industrial equipment assets and operable for providing more
precise
location information of a selected industrial equipment asset.


Claims

Note: Claims are shown in the official language in which they were submitted.



[00155] The present invention provides a system and method to guide industrial

maintenance of industrial equipment assets by assisting a plurality of
operators in
performing maintenance of the assets. In another possible embodiment, the
assets can
be each identified by transmitters such as but not limited to positioners such
as Bluetooth
Low Energy (BLE)'s, RFIDs, near field communicators and the like. The BLEs
provide
detailed directions to each industrial equipment asset.
[00156] The present invention provides a plurality of industrially hardened or
intrinsically safe HUDs, which can be utilized by the plurality of operators.
Each HUD is
operable to receive information from a respective BLE near field communicators
or the
like when in proximity with the respective BLE comprising identification,
condition, and
operation of each industrial equipment asset. The HUDs may also receive
cellular phone
signals, GPS signals, and other wireless signals. In another aspect of the
invention,
widely dispersed multiple displays of different types are utilized such as but
not limited to
laptops, tablets, smartphones, computers, and the like.
[00157] In another aspect of the invention, a software system is in
communication
with the plurality of displays of different types and the plurality of HUDs.
The software
system being operable for utilizing the multiple displays of different types
and the plurality
of HUDs for training on demand by the plurality of operators at a wide range
of locations
for a wide range of different industrial equipment assets. The software system
being
configured to determine and store information of competency levels for the
plurality of
operators of the industrial equipment assets based on the training and records
of



experience. The software system stores current location and condition of each
industrial
equipment asset.
[00158] As another aspect of the invention, a first HUD is moveable by a
first
operator to select of the industrial equipment assets. The first HUD is
sufficiently
industrially hardened or intrinsically safe for operation in the presence of
hazardous gas.
[00159] The software system is in communication with a first operator
through the
first HUD to provide instructions for maintenance of the selected industrial
equipment
asset. The software system being selectively operable of providing that the
instructions
are adjusted to a competency level of the first operator. The instructions to
the particular
operator comprising step-by-step instructions of work details comprising
photos, videos,
and detailed documentation. The software system is operable for sending photos
or
videos that superimpose components on a screen of the first HUD to guide the
operator
in maintaining the industrial equipment asset. In one embodiment, the first
HUD is
operable for displaying the superimposed components in alignment with the
industrial
equipment asset when viewed by the particular operator to guide maintenance of
the
industrial equipment assets.
[00160] In another embodiment, each HUD comprises sufficient sound
shielding to
allow an operator to hear the instructions from the software system and/or
another
operator in an environment with sound levels greater than 95 dB.
[00161] In another embodiment, the system further comprises the software
system
being operable to permit communication between an off location HUD and off
location
46


operator to receive and send video to the first HUD whereby an off location
operator can
assist the operator when maintaining the industrial equipment assets.
[00162] In another embodiment, the system further comprises a hard hat with
an
intrinsically safe compartment to provide an extended life battery pack for
use with the
first HUD, and a remote battery connector on the first HUD.
[00163] It will be understood that many additional changes in the details,
materials,
steps and arrangement of parts, which have been herein described and
illustrated in
order to explain the nature of the invention, may be made by those skilled in
the art within
the principle and scope of the invention as expressed in the appended claims.
[00164] The foregoing description of the preferred embodiments of the
invention
has been presented for purposes of illustration and description only. It is
not intended to
be exhaustive or to limit the invention to the precise form disclosed; and
obviously many
modifications and variations are possible in light of the above teaching. Such

modifications and variations that may be apparent to a person skilled in the
art are
intended to be included within the scope of this invention as defined by the
accompanying
claims.

47


What is claimed is:

1. A system to guide industrial maintenance of industrial equipment assets
for a
user in oil and gas operations, comprising:
at least one computer comprising an industrial knowledge system, said
industrial
knowledge system comprising a plurality of how-to segments to perform
respective job
procedures for maintaining each of said industrial equipment assets, said
industrial
knowledge system being operable for delivering said how-to segments for
viewing by
said user on a selectable display device at a plurality of locations, said how-
to
segments comprising step-by-step instructions comprising photos, videos, and
documentation for a selected industrial equipment asset;
a maintenance tracking and scheduling system for said industrial knowledge
system operable for delivering maintenance schedules and asset maintenance
status
for viewing by said user on said selectable display device at said plurality
of locations;
a regulations and standards system for said industrial knowledge system
operable for delivering said regulations and standards for viewing by said
user on said
selectable display device at said plurality of locations, said how-to segments
of
information incorporating respective of said regulations and standards; and

48


an asset tracking system for said industrial knowledge system operable for
delivering at least general location information for said selected industrial
equipment
asset for viewing by said user on said selectable display device at said
plurality of
locations.
2. The system of claim 1, further comprising a training delivery and
records system
for said industrial knowledge system being operable to deliver training
records for
viewing by said user on said selectable display device at said plurality of
locations.
3. The system of claim 2, further comprising a job function competency
system for
said industrial knowledge system comprising industry or company defined
requirements
for said job function for said selected industrial equipment asset, said job
function
competency system being operable for rating a competency level of said user
for a
selected job function.
4. The system of claim 3, further comprising:
at least one low energy transmitter mounted to said selected industrial
equipment asset, said at least one low energy transmitter being operable for
providing
more precise location information than said general location of said selected
industrial
49


an intrinsically safe HUD (heads up display) to be worn by said user to guide
industrial maintenance on said selected industrial equipment asset, said HUD
being
operable to receive said more precise location information from said low
energy
transmitter.
5. The system of claim 4, wherein said industrial knowledge system is
selectively
operable to adjust said step-by-step instructions to said competency level of
said user.
6. The system of claim 4, said industrial knowledge system being operable
for
sending at least one of photos or videos that superimpose indicators of
underlying
components of said selected industrial equipment asset on a screen of said HUD
to
guide said operator in maintaining said selected industrial equipment asset,
and
wherein said indicators change in response to said step by step instructions
being
completed.
7. The system of claim 1, further comprising an automated job ticket
generation
mechanism which generates a ticket for maintaining a particular asset and
sends a
predetermined how-to segment of information for said particular asset.



8. A system to guide industrial maintenance of a plurality of industrial
equipment
assets for a user in oil and gas operations, comprising:
at least one computer comprising an industrial knowledge system, said
industrial
knowledge system comprising a teaching module operable to deliver how-to
segments
of information comprising visual and written procedures for servicing each of
said
plurality of industrial equipment assets, an asset tracking module comprising
at least a
general location for each of said plurality of industrial equipment assets,
and a
maintenance system with maintenance scheduling requirements for each of said
plurality industrial equipment assets;
at least one low energy transmitter operable to originate a beacon signal to
guide
said user to a more precise location information than said general location
for a
particular industrial equipment asset, said at least one low energy
transmitter being
configured for sending status information for said particular industrial
equipment asset;
and
a plurality of display devices at a plurality of locations selectively
connectable to
said industrial knowledge system to receive said how-to segments of
information, at
least one of said plurality of said display devices being operable for
detecting said low
51


energy transmitter and guiding an operator to said more precise location of
said
particular industrial equipment asset.
9. The system of claim 8 further comprising said at least one low energy
transmitter
being configured for transmitting contextual information comprising at least
one of a
proximity threshold crossed by said user, a loud area, an unauthorized access
region,
or a dangerous asset.
10. The system of claim 8, further comprising a data server connected to
said
industrial knowledge system and also being connected to said particular
industrial
equipment assets, said data server being operable for updating status
information for
said industrial equipment assets.
11. The system of claim 8, further comprising a job function competency
module
operable to show whether a particular operator has a competency level to
service said
particular industrial equipment asset.
12. The system of claim 11, further comprising a heads up display
operatively
connected to said teaching module and wherein said particular operator can
selectively
connect to a second operator with a heads up display for additional support
for said
particular industrial equipment asset.

52


13. The system of claim 12, wherein said job function competency module is
operable to show whether said particular operator has a competency level to
service
said particular industrial equipment asset with said additional support.
14. The system of claim 11, wherein said job function competency module
cooperates with said teaching module to adjust said how-to segments of
information
based on a competency level of a selected operator.
15. A system to guide industrial maintenance of industrial equipment assets
by
assisting an operator, comprising:
at least one computer comprising system software and being operable for
communication through said computer with a plurality of display devices
comprising
laptops, tablets, heads up displays (HUD) and computer workstations at a
plurality of
different locations, said system software comprising a teaching module
operable to
deliver how-to segments of information comprising visual and written
procedures for
servicing each of said industrial equipment assets, said system software being

configured to determine and store a competency level for said operator of said

industrial equipment asset;

53


at least one low energy near field communicator mounted to a particular
industrial equipment asset operable to originate a signal comprising
identification and
status information of said particular industrial equipment asset; and
an intrinsically safe heads up display (HUD) operable to be worn by said
operator, said HUD being operable to receive said identification and status
information
from said low energy near field communicator, said HUD being operable to
display how-
to segments of information of industrial maintenance requirements for said
particular
industrial equipment asset at a location of said particular industrial
equipment asset.
16. The system of claim 15, further comprising;
said system software being selectively operable for providing that said how-to

segments are adjusted to said competency level of said operator, said how-to
segments
comprising photos, videos, and documentation.
17. The system of claim 15, wherein said system software is operable for
providing a
superimposed indicator of an underlying component requiring maintenance in
said
particular industrial equipment asset for display by said HUD to guide said
operator in
maintaining said particular industrial equipment asset.
18. The system of claim 17, wherein said superimposed indicator is aligned
with said
54


underlying component requiring maintenance in said particular industrial
equipment
asset when viewed by said operator.
19. The system of claim 17, wherein said superimposed indicator changes
after said
underlying component is serviced.
20. The system of claim 15, further comprising a hard hat operable for use
in
industrial areas comprising an intrinsically safe compartment, an extended
life battery
pack for use with said HUD being mounted in said intrinsically safe
compartment.


Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02892436 2015-05-22
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Atty Dckt. No.: Xtreme-81
INTERACTIVE SYSTEMS FOR PROVIDING WORK DETAILS FOR A USER IN OIL
AND GAS OPERATIONS
BACKGROUND OF THE INVENTION
(1) Field of the Invention
[0002]The present invention relates generally to knowledge-based systems, and
more
specifically to an industrial knowledge system and method that provides
improved asset
maintenance and operation.
(2) Description of the Prior Art
[0003] In industry, systems or modules of knowledge for asset tracking,
maintenance
scheduling and documentation, training records, work details, regulations and
"how to"
information are well known. However, they are developed in different ways,
generally for
different purposes, and contained in different formats and systems.
[0004] In working with many different types of assets spread over wide
locations, work
details, asset specific "how to" information, tools required for specific
equipment,
personnel qualifications, location of qualified personnel, equipment status,
regulations for
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specific assets, and other factors for a particular asset or piece of
equipment may be
difficult to quickly locate.
[0005] As one example, if the job function competency of specific operators
within a
group of operators to be tasked with assets or equipment utilization is
suitable, may not
be suitable, or could be suitable with additional assistance for a particular
asset, this
information may not be readily available to supervisors. Job function
competency may
not be specifically tied to the existing assets and regulations. Regulator and
industry
standards, which must be met, may be difficult to locate for an asset or piece
of
equipment and/or may not be readily available in a practical useable form for
the operator
that is tasked with the asset or equipment utilization.
[0006] Further, the individual systems or modules discussed above have
internal
limitations. For example, maintenance systems may not have information such as
the
current location of an asset or piece of equipment, the current condition, or
the last
person to interact with the asset. Maintenance scheduling is often based on
calendar
dates rather than asset condition, location and degree of utilization.
[0007] In the prior art, job function knowledge transfer is conducted largely
by the
following methods: use of peers or a mentor, classroom settings, and manuals.
While of
benefit, these techniques fall short of providing that an operator is prepared
for the
desired maintenance or job performance.
[0008] For example, a peer or mentor may show a new hire the job functions of
the
position by use of a shadowing method of following the peer or mentor around
observing
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the job function first hand. The issues with this methodology may include, but
are not
limited to: the peer or mentor may not know the correct or safest procedures,
the peer or
mentor may not be properly trained or experienced, and the peer or mentor may
not have
the proper patience to conduct the knowledge transfer. Some mentors or peers
may not
have adequate time to demonstrate the process step-by-step, and may have
trouble
clearly communicating the objectives of the knowledge transfer. Further, the
mentor must
devote considerable time to a very limited number or trainees.
[0009] Knowledge transfer by class room setting is another method used for
specific
components of job functions. This methodology uses a group setting within a
classroom
to discuss and review processes and procedures of the job function. Classroom
training is
normally scheduled when sufficient numbers of students are available for
training, not
when the training is required by the individual student. Classroom-based
training is
typically not able to reproduce the work environment that is required by the
job function.
Accordingly, this methodology necessitates a high degree of organization,
considerable
downtime of trainees, and higher costs.
[0010] In the prior art, training events are not easily scheduled prior or
during a job
function to confirm understanding or competency of the asset or job function.
Records of
such training events, when available, are often not updated immediately.
[0011] Knowledge transfer is also typically made by use of documentation such
as books,
specification books or procedure manuals. However, the manuals are not always
conveniently located for access at the asset location and finding the required
information
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within the manuals or books can be very difficult. Furthermore, printed
materials are
more difficult to keep updated and can be very costly.
[0012] In the prior art, the process of identifying, documenting, logging,
tracking,
scheduling, training for and conducting a job function may typically include
the following
steps which normally must be performed in a linear way because each step
depends on
the previous step being completed: (1) documenting the job task and
identifying the job
functional requirements, (2) documenting and logging the equipment and asset
maintenance requirements and maintenance interval schedules, and (3)
documenting
and logging the location and status of the equipment and assets. Other steps
may include
(4) conferring with regulatory requirements, industry standards or company
policies, (5)
developing "How To" information and job procedures, (6) updating or modifying
job
function competencies, (7) developing training segments or courses as defined
by the job
task requirements, (8) selecting a mentor or organizing a training course, (9)
logging
training taken and training required, and (10) scheduling refresher training
as required by
the job function.
[0013] This process is strictly linear, and key steps are oftentimes delayed
or skipped
completely. It is also difficult to have coordination between maintenance and
operational
requirements, along with personnel capability and availability. Furthermore,
there is an
inability to coordinate steps effectively amongst the process, with no
available status
views or overview capability.

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[0014] The prior art systems discussed above have numerous problems that have
not
been addressed. Accordingly, those of skill in the art will appreciate the
present
invention, which addresses the above discussed problems.
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SUMMARY OF THE INVENTION
[0015] Accordingly, an object of the present invention is to provide a
workforce that is
more efficiently trained to service a plurality of different types of assets
located at a
plurality of locations.
[0016] Another object of the present invention is to provide improved
maintenance of a
plurality of different types of assets located at a plurality of locations.
[0017] Another object of the present invention is a system that operates with
different
types of display devices at a plurality of locations.
[0018] Other objects and advantages of the present invention will be apparent
from a
review of the specification of the present invention.
[0019] Accordingly, in one possible non-limiting embodiment, the present
invention
provides a system to guide industrial maintenance of industrial equipment
assets for a
user in oil and gas operations. The invention comprises at least one computer
for
implementing an industrial knowledge system. The industrial knowledge system
may
comprise a plurality of how-to segments to perform job procedures for
maintaining a
plurality of industrial equipment assets.
[0020] The industrial knowledge system is operable for delivering how-to
segments for
viewing by users for a selected job procedure for maintaining a selected
industrial
equipment asset on a selectable display device at a plurality of locations.
The how-to
segments comprise step-by-step instructions including photos, videos, and/or
selectable
documentation.
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[0021] A maintenance tracking and scheduling system for the industrial
knowledge
system comprises maintenance schedules and asset maintenance status for the
selected
industrial equipment asset.
[0022] A regulations and standards system for the industrial knowledge system
comprises
regulations and standards for the selected industrial equipment asset. The how-
to
segments incorporate respective of the regulations and standards.
[0023] An asset tracking system for the industrial knowledge system may
comprise
location information for the selected industrial equipment asset and/or
location
information of competent operators for servicing the asset.
[0024]The system may further comprise a training delivery and records system.
[0025] The industrial knowledge system is operable for delivering the
maintenance and
schedules, regulations and standards, training, and location information for
the selected
industrial equipment asset for viewing by the user on a selectable display
device at the
plurality of locations.
[0026] The system may further comprise a job function competency system for
the
industrial knowledge system with industry or company defined requirements for
the job
function for the selected industrial equipment asset.
[0027] The how-to segments and the training incorporate industry or company
defined
requirements. The job function competency system is operable for rating the
competency
of the user for a selected job function.
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[0028] In yet another possible embodiment, an industrial knowledge system may
comprise a job task module with a plurality of job tasks to be performed on a
plurality of
the industrial equipment assets by the operators. A maintenance module may
comprise
required tooling for each job task for each of the plurality of industrial
equipment assets to
be utilized by the operators. An asset location module may comprise respective
locations
of the plurality of industrial equipment assets.
[0029] A low power near field transmitter/receiver is preferably associated
with each of the
plurality of industrial equipment assets for a precise location of a selected
industrial
equipment asset and/or status information of the asset. The
transmitter/receiver can be
operable for transmitting/receiving electromagnetic waves.
[0030] An accounting module is operable for producing a purchase order for
maintenance
of the selected industrial equipment asset and a teaching module may comprise
how-to
information linked to the accounting module.
[0031] An intrinsically safe heads up display (HUD) may be worn by the
operator to guide
by display industrial maintenance on the industrial equipment asset. The HUD
is
operable to receive information from the low energy near field communicator,
which may
comprise location, identification, and status of the industrial equipment
asset.
[0032] The system may further comprise a hard hat with an intrinsically safe
compartment
wherein an extended life battery pack for use with the HUD is mounted in the
intrinsically
safe compartment.
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[0033] System software is operable for communication with a plurality of
display devices
which may comprise laptops, tablets, cell phones, and computer workstations at
a
plurality of different locations. The system software is operable for
utilizing display
devices including the HUD for training on demand of the operator at a selected
location of
the industrial equipment asset. The system software is configured to determine
and store
information of a competency level for the operator of the industrial equipment
asset based
on the training and records of experience.
[0034] The system software is in interactive communication with the operator
through the
HUD to provide instructions for maintenance of the selected industrial
equipment asset.
The system software is selectively operable for providing that the
instructions are adjusted
to a competency level of the operator. The instructions to the operator may
comprise
step-by-step work details with photos, videos, and detailed documentation. The
system
software can be operable for sending photos or videos that superimpose
components on
a screen of the HUD to guide the operator in maintaining the industrial
equipment asset.
[0035] In one embodiment, the HUD is operable to receive information from the
low
energy near field communicator which may comprise location, identification,
and status of
the industrial equipment asset. The system software is in interactive
communication with
the operator through the HUD and/or other display devices to provide
instructions for
maintenance of the selected industrial equipment asset.
[0036] In one embodiment, the system software is selectively operable for
providing that
the instructions are adjusted to a competency level of the operator.

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[00371 In one possible embodiment, the system software is operable for sending
a
superimposed indicator representative of an underlying component of the
industrial
equipment asset for display by the HUD. The superimposed indictor can be
aligned with
the underlying asset component requiring servicing when viewed by the
operator. The
superimposed indicator may change after the underlying asset component is
serviced
thereby allowing easier tracking of completion of a plurality of serviced
components on
the industrial equipment asset.
[0038] In another embodiment, the system is programmed for sending how-to
information
for the selected industrial equipment asset upon the production of the
purchase order.
[0039] The system may further comprise a job function competency module
operable to
determine which operator or operators from a plurality of operators are
competent to
service a selected industrial equipment asset and/or which operators are in a
definable
vicinity of said selected industrial equipment asset. In one embodiment, the
job function
competency module cooperates with the teaching module to adjust the how-to
information based on a competency level of a selected operator.
[0040] The system software is in interactive communication with the operator
through the
HUD to provide instructions for maintenance of the selected industrial
equipment asset.
The system software is selectively operable for providing that the
instructions are adjusted
to a competency level of the operator.
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BRIEF DESCRIPTION OF THE DRAWINGS
[0041] The drawings constitute a part of this specification and include
exemplary
embodiments to the invention, which may be embodied in various forms. It is to
be
understood that in some instances various aspects of the invention may be
shown
exaggerated or enlarged to facilitate an understanding of the invention.
[0042] FIG. 1 is a schematic illustrating systems or modules that are
interconnected with
the information in each system or module to provide an industrial knowledge
system
readily available for use as needed in accord with one possible embodiment of
the
invention.
[0043] FIG. 2 is a schematic wherein an industrial knowledge system is
interactively
connected to equipment and personnel through any number of computer devices at

widely dispersed locations in accord with one possible embodiment of the
invention.
[0044] FIG. 3 is a flow diagram showing steps in development of the knowledge
available
in an industrial knowledge system in accord with one possible embodiment of
the
invention.
[0045] FIG. 4 is a flow diagram showing an application of the industrial
knowledge system
for use in pre-job task evaluation, pre-job training, and on the job
applications with a wide
range of information for particular assets in accord with one possible
embodiment of the
invention.
[0046] FIG. 5 is a flow diagram showing interaction steps between an operator
and an
industrial knowledge system in accord with one possible embodiment of the
invention.
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[0047] FIG. 6A shows an HUD (heads up display) device that may be used by
operators
during operation or training in accord with one possible embodiment of the
invention.
[0048] FIG. 6B shows an intrinsically safe hard hat with a locally available
extended life
battery pack for use with the HUD of FIG. 6A in accord with one possible
embodiment of
the invention.
[0049] FIG. 7A illustrates an asset or type of equipment to maintain in accord
with one
possible embodiment of the invention.
[0050] FIG. 7B illustrates an HUD (heads up display) image of the asset and
components
to service in accord with one possible embodiment of the invention.
[0051] FIG. 7C illustrates a superimposed picture of an HUD image with the
components
to service in accord with one possible embodiment of the invention.
[0052] FIG. 7D illustrates an HUD image with the components to be serviced
where the
HUD image of the components change as they are serviced in accord with one
possible
embodiment of the invention.
[0053] FIG. 8 illustrates a top level flowchart of interaction between an
industrial
knowledge system and an operator in accord with one possible embodiment of the

invention.
[0054] FIG. 9 illustrates a flowchart of interaction between an industrial
knowledge system
and an operator during a work operation in accord with one possible embodiment
of the
invention.
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[0055] Fig. 10 illustrates a flowchart of interaction between an industrial
knowledge
system and an operator with respect to various notifications that may be
received in
accord with one possible embodiment of the invention.
[0056] Fig. 11 illustrates a flowchart of interaction between an industrial
knowledge
system, an operator, and Bluetooth low energy (BLE) signals and/or other
sensors with
respect to various contextual situations that may arise in accord with one
possible
embodiment of the invention.
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DETAILED DESCRIPTION OF THE INVENTION
[0057] Detailed descriptions of a preferred embodiment are provided herein. It
is to be
understood, however, that the present invention may be embodied in various
forms.
Therefore, specific details disclosed herein are not to be interpreted as
limiting, but rather
as a basis for the claims and as a representative basis for teaching one
skilled in the art
to employ the present invention in virtually any appropriately detailed
system, structure or
manner.
[0058] Referring now to the drawings and more particularly to FIG. 1 there is
shown an
industrial knowledge system 10 in accord with one possible embodiment of the
present
invention. Industrial knowledge system 10 comprises interconnected modules or
systems
that may generally be referred to as maintenance system 12, equipment and
asset
tracking system 14, regulations, standards, and policies system 16, "How To"
information
and job procedures system 18, job function competency system 20 and training
delivery
and records system 22. In one embodiment, industrial knowledge system 10
and/or
components thereof may also be referred to as system software.
[0059] It will be seen that each of the systems or modules are linked together
so that
industrial knowledge system 10 is able to provide and receive information
useful for more
efficiently utilizing training and asset information to maintain the assets as
well as
continually updating the information in industrial knowledge system 10. It
will also be
appreciated that the modules or systems are representative and could be
described
differently or be organized differently and/or could be further differentiated
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[0060] Maintenance system 12 is utilized to keep track of maintenance
schedules,
equipment history, provide predictive maintenance, manage inventory, and keep
track of
costs, accounting and the like. Various software packages may be utilized for
this
purpose, see e.g. TabwareTm. The maintenance preferably keeps track of the
equipment
status such as whether the equipment is in service, out of service, needs
maintenance,
needs replacement and the like.
[0061] Equipment and asset tracking module 14 may be utilized to keep track of
the
location of equipment whether moveable or fixed. In one embodiment, assets may
be
fitted with RFID or Bluetooth transmitter and/or receivers such as Bluetooth
Low Energy
(BLE) devices that provide precise location information that can lead an
operator to a
precise location. Bluetooth communicators provide the possibility of different
signals
being sent as compared with RFIDs, which transmit only predetermined
information.
Unlike RFIDs, Bluetooth communicators can originate the signal rather than
respond to
the signal. As well, RFIDs have a very limited transmitter range, usually
considerably less
than 20 meters. Lowe Energy BLE devices can send longer range signals up to
100
meters, 200 meters, or 300 meters to provide a beacon that leads a user to the
very
precise location of the equipment asset. GPS or written records may be
associated with
the equipment to provide general location information. The transmitter and/or
receiver
devices may include detailed information about the type of asset, asset
maintenance
history, status of the asset, special instructions or warnings about the
asset, and the like.
Where applicable, location of operators and the ability to select vicinity
ranges of
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operators is available based on display devices with GPS functions utilized by
the
operators. Module 14 may also be referred to herein as an asset tracking
module or
system, or the like.
[0062] Regulations, Standards, and Policies module 16 may comprise a
collection of up
to date information for equipment and assets such as API (American Petroleum
Institute)
requirements and OSHA requirements. Module 16 may also be referred herein to
as a
regulations module, or the like and can include specific company regulation,
rules and
procedures.
[0063] Module 18 comprises "how to" information and job procedures and may be
referred to herein as a teaching module, industrial knowledge system,
knowledge based
job system and the like, which has access to information from all modules. In
one
embodiment, knowledge system 10 communicates through knowledge based job
system
18 as described in FIG. 2. However, the invention is not limited to
communication
through any particular system or module. The accumulation of information in
knowledge
base job system 18 is described in the flowchart of FIG. 4 and the application
of the
knowledge is shown in the flowchart of FIG. 5, discussed hereinafter. Operator

interaction with knowledge based job system 18 is shown in the flowchart of
FIG. 6.
Specific designation of a particular module, such as knowledge base job system
18 for
communications is a preferred but non-limiting embodiment. Accordingly as used
herein,
the industrial knowledge system 10 effectively communicates with operators and
assets
as described hereinafter.
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[0064] Job function competency system or module 20 can be based on work
instruction
details segmented by industry standard activity coding. For instance, in one
embodiment,
the present invention may utilize IADC (International Association of Drilling
Contractors)
drilling activity codes. These work instruction details are used to provide
concise
segments covering specific operational details using a methodology that
includes: step-
by-step instruction of procedures, pictures, videos and links to industry
regulations. This
information may be utilized by knowledge based job system 18 as described
before and
discussed again in relationship to flow charts and the like. It will be
appreciated that
depending on the industry, standards for job competency may be industry
standards
and/or otherwise developed.
[0065] System or module 22 can provide training delivery and records of
training. The
wide range of training delivery is discussed hereinafter but includes pre-job
training, on
the job training, refresher training, step by step automated assistance, and
virtual help by
mentors delivered virtually anywhere. The records of job training provide that
system 10
knows the competency level of the operator as compared to the job function to
ensure
that the operator is capable of performing the job function. Moreover, system
10 can
further promote success by allowing fine tuning of job activities to the
competency level of
the operators, e.g., by adding instruction in areas that the operator may be
less familiar.
[0066] Accordingly, the knowledge system 10 is a system comprising an
encompassing
source of information containing all relevant work instruction details for oil
& gas
operations such as drilling and services. The present invention is especially
useful for
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industrial applications with oil and gas being an example given herein. In one

embodiment, company work instruction details are segmented by industry
standard
activity coding, known as IADC (International Association of Drilling
Contractors) drilling
activity codes. These work instruction details are used to provide concise
segments
covering specific operational details using a methodology that includes: step-
by-step
instructions of procedures, pictures, videos and links to industry
regulations.
[0067] Accordingly, the software systems and contained functions, knowledge
status and
schedules of system 10 are linked together. "Information containing" software
systems
with relationships to each other for a given task or job function with the
ability to monitor
and report status, condition, schedules, regulations, procedures, policies,
training
requirements and competencies, as needed and when needed.
[0068] As non-limiting examples, each of modules 12, 14, 16, 18, 20 and 22 are
linked
and viewable from a laptop computer, touch screen monitor computer, tablet
computer,
smartphone/PDA and/or HUD glasses. There may be any number of devices such as
this and these devices may be located at a wide number of different locations.
[0069] As non-limiting examples, the present invention can directed to the Oil
& Gas
Industry, the drilling segment of the Oil & Gas Industry, the refinery segment
of the Oil
and Gas Industry, and/or to rig operations of the drilling segment of the Oil
& Gas
Industry.
[0070] In one embodiment, the work instruction details are termed "How To
Guides" and
include detailed description of the active subject work, required tools or
tooling, any
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specific knowledge or know-how, all precautions, cautions and warning related
to the
specific job task. The "How To Guides" are used to provide clear role
responsibility for all
involved personnel.
[0071] In support of the objective "How To Guides", all supporting
documentation,
regulatory requirements, specific training requirements and operational
systems access
are made available to all involved personnel by use of industrial knowledge
system 10.
[0072] Referring now to knowledge flow diagram FIG. 2, there is shown
industrial
knowledge system 10 delivering information to and receiving information from
numerous
locations in system 200. As discussed herein before, knowledge system 10 may
communicate through specific modules or systems discussed therein with respect
to FIG.
1, such as module 18, which involves a training module linked with other
modules
described hereinbef ore.
[0073] To accommodate the operator's schedule and preference for training,
training can
be supplied on many different types of devices at virtually any time and in
many different
formats including written, video, pictures, communications with mentors,
and/or
combinations of these. The training materials can be delivered over wide
spread
locations.
[0074] Some non-limiting examples of types of devices that can be utilized for
training
include laptops 202, tablets 204, cell phones 206, and computer workstations
208.
System 200 is interactive with these devices and accumulates job competency
information for operators. Other information such as operator location
information and

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the like may be received by knowledge system 10, which may be used for
dispatching
competent operators within a desired vicinity of equipment to be serviced.
[0075] In yet another embodiment, integrated knowledge system 10 may be
utilized to
supply and receive information from components of an LMS (learning management
system) server 210. Learning management systems are utilized in various
corporate
environments and are excellent for many purposes, but do not in and of
themselves
provide the knowledge that must be taught. Integrated knowledge system 10
provides
the necessary content. LMS server 210 may be utilized for various purposes,
such as,
but not limited to creation of class rosters, control over registration
processes, and the
ability to create waiting lists. Other functions may include uploading and
management of
documents containing curricular content, delivery of course content over web-
based
interfaces, most often allowing remote participation by the instructor or
pupil.
[0076] LMS server 210 may be used for creation and publication of course
calendars,
interaction between students, such as instant messaging, email, and discussion
forums,
methods of assessment and testing (like creating pop quizzes). LMS systems
used in
corporate training environments often have additional features that satisfy
goals relating
to knowledge management and performance evaluation, such as: automatic
enrollment
and reminders for mandatory courses, options for manager access, such as to
approve
materials or participation, integration with human resource systems for
tracking
employment eligibility, performance goals, and similar corporate priorities,
and control
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over access and class groupings according to a number of metrics, such as
geography,
involvement in a particular project, or levels of security clearance.
[0077] Logging into system 210 by users such as user 212 may be accomplished
by
password, RFID, Bluetooth or the like. The devices may comprise RFID readers
such as
RFID reader 216 utilized with cell phone 206. Thus, RFID readers for devices
or other
types of sensors such as biometric sensors or the like may be conveniently
used for
logging into the system. Alternatively, passwords or other types of
recognition devices
may be utilized.
[0078] System 200 can deliver on the job information to operators 218 over PDA

(personal digital assistant) 220 or HUD (heads up display) glasses 600. HUD
glasses
600 may automatically detect operators using RFID devices carried by
operators. HUD
600 can detect equipment, such as equipment or asset 226 by Bluetooth and/or
RFID
612. Assets such as asset 226 may be connected to data server 228 to provide
location
data, maintenance requirements, status and the like, which is stored and
utilized by
industrial knowledge system 10. However, if assets are not connected through
servers to
system 10, the status of assets can also be provided to industrial knowledge
system 10
by operators through HUD 600 or other devices that connect to system 10.
[0079] Bluetooth transponders, such as Bluetooth Low Energy (BLE) devices 230
may be
used to provide very precise location information for moveable equipment 226.
GPS
devices 232, transport information, rig records, or the like may be used with
moveable
equipment to provide general location information. BLE device 230 is not
limited to line-
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of-sight transmission. Fixed or less moveable equipment may also be monitored
by
similar sensors or at least listed with location information. Device 230 may
be referred to
herein as a low power transmitter, low energy transmitter, low energy near
field
communicator, or the like.
[0080] In another embodiment BLE devices 230 may interact with HUD devices 600
or
other display devices to lead operators such as operator 218 to precise
locations, provide
equipment status and identification information, and the like. The precise
location is more
than general location information provided by GPS devices, or written records
because
the operator is led to the BLE device carried by operator 218 by physically
searching for it.
This may be necessary and highly desirable in some locations. BLE device 230
is
preferably limited in transmission to up to 100 meters, 200 meters, or three
hundred
meter ranges depending transmitter design and the overall metal clutter of the
location.
RFID is a transponder to an audio signal, unlike Bluetooth which provides two-
way
electrical wave communication, and does not provide precise location
information more
than 10 or 20 meters away and may have a range considerably less than that.
Accordingly, RFID is less useful for locating equipment 226 on a cluttered or
storage
location.
[0081] Referring now to FIG. 3 there is shown flowchart 300, which relates to
the systems
or modules discussed in FIG. 1. Flowchart 300 describes development of
knowledge
content for integrated information system 10. In one possible embodiment, the
accumulated knowledge could be implemented through system or module 18 from
FIG. 1
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that provides "how to" information and job procedures, which is linked to the
other
modules of FIG. 1.
[0082] The present invention provides an integrated approach to knowledge
documentation, knowledge transfer and event scheduling, tracking and logging.
With the
industrial knowledge system 10 procedures can be concurrently developed,
tracked and
logged into the linked systems.
[0083] Current development or procedures is possible due to the inking
together of
information containing software systems as shown in FIG. 1 by linked arrow bus
336.
Linked arrow bus 336 indicates an information flow whereby developers of any
particular
step or module, as discussed below, can utilize information from any other
module. This
is not possible in the prior art as discussed hereinbefore.
[0084] In step 310, the present invention documents job function requirements
required
for job function competency. In one embodiment, job function requirements can
be
based on work instruction details segmented by industry standard activity
coding for
performing work on each asset. In one embodiment, the present invention
utilizes IADC
(International Association of Drilling Contractors) drilling activity codes to
provide job
function requirements. Job function requirements are evaluated and documented
within
integrated knowledge system 10.
[0085] As one example, utilizing the linked environment as indicated at 336,
the job
function requirements can be accessed and/or have input directly from
regulatory
requirements, industry standards, and company policies at step 318; available
assets and
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equipment, including locations and maintenance status, from steps 312, 314,
and 316;
"know-how" and required knowledge from step 320; "how-to" information and job
procedures from step 322; and required training and current training status
from at least
one of steps 326 and 328.
[0086] As one example, determining a job function requirement may comprise a
series of
steps for performing a job task, e.g., changing oil: (1) asset updates
(different type of oil
required due to new piston rings; predetermined time intervals to change oil),
(2) tooling
(branched container for oil), (3) locating asset (current location), (4)
maintenance
requirements (changing oil based on asset's time in operation rather than at
fixed time
intervals), (5) compliance with regulatory requirements (disposal requirements
which
change over time).
[0087] As used herein, a job task is a job to be performed, e.g., changing the
oil of an
asset. The job tasks involve specific tasks to be used with equipment or
assets to be
maintained, operational functions, and the like. However, job tasks may also
be defined
within a company or industry as the tasks that need to be completed for
specific jobs.
[0088] Although straight flow arrows are provided in FIG. 3, the steps of FIG.
3 are not
necessarily performed in linear fashion and can largely be performed in
different order or
simultaneously with links as indicated by bus 336. Steps 312 through 318 can
be
performed in any sequence including being simultaneously performed.
[0089] Due to linking, reiteration over time continues to improve the system.
For
example, step 328 may be repeatedly performed over time as refined information

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becomes available concerning the effectiveness of the training segments with
respect to
successful task completion. The related modules are readily available to be
updated as
desired.
[0090] Step 312 documents the required equipment, the assets to be worked
with, and
the types of tools needed to perform any particular job task. Accordingly,
each operator
will have a check list of tools needed, which makes job success and completion
more
likely to be efficiently and quickly accomplished.
[0091] Step 314 provides that the availability and location of the tools and
assets be
provided within integrated knowledge system 10. In this way, the logistics of
these items
are available for use by operators in conjunction with step 316, which sets
forth the
maintenance requirements. This type of complete information available from
industrial
knowledge system 10 provides significant time savings in coordinating
schedules and
plans.
[0092] Step 318 provides that the existing regulatory requirements, industry
standards,
and company policies for the job tasks is readily available. In one
embodiment, this
information may comprise API (American Petroleum Institute) requirements and
OSHA
requirements, which are up to date and preferably include index search
capability.
[0093] Step 320 takes the information of 310 to 318, and any other relevant
information,
and documents the required knowledge and/or know-how required to complete the
job
tasks that have been listed. Required Knowledge and Know-How 320 provides an
understanding of job procedures and the reasons behind the job procedures.
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[0094] From the above information, in step 322 experts may be utilized to
document the
how-to information or how-to segments of information for performing the job
tasks. This
may include listing or developing procedures that have been known to be
effective in
successfully completing the job tasks. Job procedures are more detailed
instructions
required to complete the generic steps in the job function requirements, e.g.,
for changing
the oil this may comprise switching to back up motor, shut down motor, and let
cool
down. How-to segments of information provide training in video/words/voice for
the
required knowledge and know-how with each detail of the job procedures being
explained.
[0095] With the above developed information, it becomes possible to create,
update,
and/or modify descriptions of job function competencies as indicated at step
324. Job
function competency 324 can be training requirements that document the user
has
acquired the required knowledge which indicates a competency level to perform
the job
task. A time-stamp may be utilized to document this. This can be readily
changed over
time as desired to more accurately reflect the desired level of training.
[0096] For implementation of step 326, it will be appreciated that
considerable information
is now readily available to develop training segments or courses that can be
used to
teach operators how to successfully complete the job tasks because the
requirements are
known. Training segment instruction details are used to provide concise
segments
covering specific operational details using a methodology that includes: Step-
by-step
instructions of procedures, pictures, videos and links to industry
regulations. This
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information may be utilized by knowledge based job system 18 as described
before and
discussed again in relationship to flow charts and the like. It will be
appreciated that
depending on the industry, standards for job competency may be industry
standards
and/or otherwise developed.
[0097] As noted above with regard to step 326, over time the courses and
training
segments can be revised and refined for each task. Step 328 reviews the
training
segments or courses as required by job task. As discussed above, step 328 may
be
repeatedly performed as information becomes available concerning the
effectiveness of
the training segments with respect to successful task completion.
[0098] In step 330, portals for knowledge transfer are developed. These
portals are used
to provide training segments and courses as needed. For example, as shown in
FIG. 2,
numerous portals may be utilized. The operators such as operator 212 may
directly
access the training segments and courses on an as desired basis whenever and
wherever they may be utilizing a wide range of different types of delivery
items prior to
performing the job tasks or as refresher courses. Training systems may be
utilized as
discussed above with respect to LMS server 210.
[0099] On the job, step-by-step guidance and/or help may be utilized. For
example, HUD
glasses 600 may show components on the equipment to be serviced. Step-by-step
instructions may be provided for each component. The components may be
overlaid or
indicated with indicators that could be selected for this purpose as shown in
FIG. 7A-7D.
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[00100] In another embodiment, HUD glasses 600 may broadcast video from the
operator on the job to more experienced personnel such as supervisors who can
guide a
less experienced local operator successfully through successful completion of
the job
task. For that matter, experienced personnel may be utilized to oversee
numerous lesser
experienced operators from remote locations. The job function competency level
of the
less experienced operators may be at a level sufficient to believe that with
additional help
from the experienced operators that the job will be completed successfully.
[00101] In step 332, post training segments or courses are available
through the
various portals. These segments can be used to further solidify the knowledge
required
for successful completion of job tasks. The delivery can be made through
numerous
portals discussed above which can be implemented through the Internet, company

lntranets, downloaded files stored on display devices, or the like. The
segments or
courses can be delivered to different types of display devices such as HUD
devices,
laptop computers, touch screen monitor computers, tablet computers,
smartphone/PDAs,
and the like.
[00102] In step 334, the training requirements, availability for training
courses and
schedules is provided. In the above way, the knowledge for industrial
knowledge system
is developed. The development is typically ongoing, revised for new types of
equipment, and remains an invaluable source of information developed and
tested over
time.
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[00103] Accordingly, an integrated approach to knowledge
documentation,
knowledge transfer and event scheduling, tracking and logging is provided.
With the
concept of integrated knowledge system 10, process and Know-How procedures can
be
concurrently developed, tracked and logged into the linked systems 12, 14, 16,
18, 20,
and 22 of FIG. 1.
[00104] Maintenance tracking and scheduling system 12, equipment
and asset
tracking system 14, regulation, standards and policies system 16, "How To"
information
and job procedures system 18, job function competencies system training
delivery 20,
and tracking and records system 22 can be embedded or linked when using
integrated
knowledge system 10 and viewable from a laptop computer, touch screen monitor
computer, tablet computer, smartphone/PDA and/or HUD glasses.
[00105] FIG. 4 provides flowchart 400 of the application or
structure of industrial
knowledge system 10 to specific job tasks, assets, and operators.
[00106] Step 402 provides for a pre-job task evaluation. At step
404, the job task
function, already defined above, can be reviewed, but has already been
determined, and
is available from industrial knowledge system 10. The required training to
complete the
job task is indicated at step 406, which allows selection or location of a
competent
operator.
[00107] As per steps 408 and 410, the equipment required to perform
the job task
can be obtained from knowledge system 10. The location of the equipment or
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also provided. Knowledge system 10 can also provide the status or condition of
the
equipment or tooling that is necessary to service as indicated at 412.
[00108] Industrial knowledge system 10 provides the information for the
required
pre-job training as indicated at 416. As discussed above, online training is
available
utilizing many different types of devices and at widely dispersed locations as
indicated at
418. Knowledge system 10 provides documentation of completion of training,
understanding of regulatory requirements, as indicated at 420 and 422. Job
function
competency check information documentation for particular operations and
operators is
stored as indicated at 424. Accordingly, the job function competency module
20, and as
discussed at 424 is operable to determine whether any particular operator from
a plurality
of operators has a competency level to service a selected industrial equipment
asset. In
one possible embodiment, job function competency module 20 may be programmed
to
provide a determination whether any particular operator has a competency level
to
service said selected industrial equipment asset with additional support for a
selected
industrial equipment asset utilizing a selective connection to a second
operator with a
display device such as a lap top, tablet, heads up display, or the like, for
additional
support for said selected industrial equipment asset. The competency level for
this may
be close to but perhaps not yet at the preferred competency level based on
education
completed and/or time of service. The second operator may be a supervisor at
another
location.
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[00109] Industrial knowledge system 10 can be utilized as the task is
being
performed, as indicated at 426. Thus, considerable help is always available to
the
operator not only before the job but as the job is actually performed.
[00110] As indicated at 428, proximity sensors can be utilized to locate
the
equipment of interest as discussed previously. GPS, RFID, and Bluetooth are
all
available for this purpose. However, GPS may not be quite as accurate and may
be
limited to general location information especially for smaller equipment that
may be more
difficult to locate. For example, BLE (Bluetooth low energy) beacons or the
like can be
utilized to provide highly precise location information to the operator who is
in the vicinity
of the asset utilizing the general location information. These beacons may
provide
precise location information that is available over longer distances, e.g. 100
meters, than
is available through RFID and are more accurate than GPS.
[00111] As indicated at 430 and 440, information about the asset is
available with
displays discussed earlier and/or an HUD device. In steps 442, 444, 446, and
448, status
information may include whether the equipment is functional or non-functional,
whether
maintenance is needed and whether the service life of the equipment or asset
has come
to an end.
[00112] In step 450, industrial knowledge system 10 provides on the job
content
such as step by step instructions, which may be in the form of images, written
instructions, and the like. Superimposed indicators and/or other images that
highlight and
keep track of functions to be performed or items to be maintained may be sent
via HUD
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devices as indicated by HUD device 600 discussed with respect to FIG. 2 and in
more
detail with respect to FIG. 6A and FIG. 7A-7D.
[00113] In step 452, the industrial knowledge system 10 documents
completion of
courses and/or refresher training. The system will also provide information
about the
successful completion of the job and provide for use that information for
revision of the
how-to segment instructions if deemed desirable.
[00114] In step 454, industrial knowledge system 10 updates the
database on the
equipment or tooling, the asset or tooling status, and other information
required for
continued status of the assets, tools, and the operators.
[00115] Accordingly, the application of knowledge transfer based
training is
provided using direct access training modules. The training lists required
tooling and
associated documentation. The system provides use of index search capability
and step-
by-step work details featuring photos, videos detailed documentation. PDF
printout
capability is available to training "How to Guides" sent directly to the work
site.
[00116] While the information is available at a wide range of
locations, the
information can also be provided to a touch screen computer in a centralized
location
available to personnel. At the various work sites, training can be made
directly to portable
laptop computers, computer tablets, smartphones or PDAs, and HUDs.
[00117] FIG. 5 shows flow chart 500, which provides one possible
embodiment of
interaction between operators and industrial knowledge system 10. FIG. 5 is a
basic
diagram with many possible variations. The operator initiates the connection,
receives
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acknowledgment, initializes the application of the training and selects the
type of device to
receive knowledge in steps 502, 504, 506, and 508. The mode is selected to set
up the
type of training that will be requested as indicated at 510. If the job task
mode is
selected, then the user is directed to 512. Depending on whether the user is a
new hire, is
seeking a new role, or looking for a refresher course, the user is directed to
514, 524, or
536. The user can log into the system in various ways, with RFID tags or
passwords
being the most commonly used as indicated at 516, 518, 526, 528, and 538, 540,

respectively.
[00118] For the new hire, the full load of training is provided as
indicated at 518,
modules are selected at 520, and completed training modules are documented at
522.
[00119] When a new role is requested for an ongoing hire, then training not
yet
completed is supplied at 530, training modules are selected at 532, and
completed
training modules are documented at 534.
[00120] For refresher courses, the equipment training options are provided
at 542,
modules selected at 544, and training is documented at 546.
[00121] Training generally can be requested by the operator as indicated at
550
with similar steps of logging in, loading training, selecting modules, and
documentation of
completed training modules as indicated at 550, 552, 554, 556, and 558.
[00122] Status update following work completed provides status information
to
knowledge system 10 and follows a similar pattern with logging in, documenting
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completed job tasks, documenting equipment maintenance completion, and
confirming or
updating the equipment location as indicated at steps 562, 564, 566, 568, 570,
and 572.
[00123] FIG. 6A shows one possible embodiment of a HUD (heads up display)
600
that may be utilized in accord with the present invention. Examples of HUD
type devices
and peripheral equipment are disclosed in the following patents and patent
applications:
US D706,780; US D704,705; WO CA2012/050,121; US 13/501,735; US 13/522,684; WO
CA2011/050,023; WO CA2013/050,440; US 14/075,982 all of which are incorporated

herein by reference. HUD 600 is in communication with industrial knowledge
system 10
and receives data such as step-by-step instructions therefrom.
[00124] One embodiment of HUD 600 is comprised of intrinsically safe
material so
that HUD 600 can be utilized in an industrial environment. As used herein HUD
600 is
intrinsically safe because HUD 600 is designed to be incapable of producing
heat or
spark sufficient to ignite an explosive atmosphere. In one preferred
embodiment, HUD
600 comprises a rugged case and construction rated to protect against drops to
securely
and safely seal the electronics inside.
[00125] The primary concept behind intrinsic safety of HUD 600 is the
restriction of
available electrical and thermal energy in the system so that ignition of a
hazardous
atmosphere (explosive gas or dust) cannot occur. In one embodiment, this is
achieved by
ensuring that only acceptably low voltages and currents enter the hazardous
area.
[00126] In one embodiment, a galvanic isolation barrier may be formed. In
this case,
the barrier does not exceed approved levels of voltage and current. In another

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embodiment, the internal components of HUD 600 may be sealed by 0-rings,
rubberized
or plastic casings, and the like. The devices may mounted in a low pressure
room or the
like or seal internal components at a lower pressure or be mounted within oil
or the like.
[00127] In one embodiment safety glass 602 is utilized for the lenses,
which may be
ANSI Z87.1-2003 compliant.
[00128] As noted hereinbef ore, in one preferred embodiment HUD 600
communicates with Bluetooth low energy signals from transmitters 230 on the
assets and
can also communicate directly with knowledge system 10 via Bluetooth low
energy
signals, wireless signals, cell phone signals, and the like.
[00129] In one embodiment, instructions for each asset from knowledge
system 10
could also be stored with the asset for transmission by transmitters 230. If
the asset
communicates directly with integrated knowledge system 10, such as through
data server
228, then selected asset information from industrial knowledge system 10 may
be sent
utilizing transmitters 230 positioned on the asset. Accordingly, in one
embodiment,
transmitters 230 may send various types of information such as asset status,
location,
and even operation information including how-to information with job
procedures. As well,
HUD 600 may store information from integrated knowledge system 10 concerning
how-to
information with job procedures. In another embodiment, HUD 600 may be
relocated to
contact integrated knowledge system 10 as deemed necessary by the operator if
communication with knowledge system 10 is not available at the exact location
of the
asset.
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[00130] HUD 600 may have numerous features including, but not limited to,
high
resolution display 604. Safety glass construction is utilized for the lenses.
HUD 600 may
include gaze detection. Gaze detection may be utilized to direct the attention
of the
operator to specific features to be serviced. HUD 600 may comprise a high
definition
camera 606 with microphone and speaker. Microphone 608 may or may not be
utilized to
provide for vocally activated commands for hands free operation. Optical
touchpad 610
may be utilized. Bluetooth, GPS, and/or other types of internal antennas 612
can be
utilized. HUD 600 may comprise a remote battery connector 614 that allows
connection to
extended life battery 652 as depicted in FIG. 6B. Other internal components
may
comprise GPS, on-board gyroscope, accelerometer, magnetometer, altimeter,
thermometer, and/or dual core computer or the like.
[00131] In one embodiment, the HUD is provided in intrinsically safe
construction.
The electronics may be provided in a rubberized casing for high definition
camera 606
and other internal electronics 612. An LCD display or other intrinsically safe
type of
display 604. As well, internal components such as container walls may be 0-
ringed
sealed and/or filled with oil to suppress any possibility of sparks. Commands
may go
through optical touchpad 610 or voice control using microphone 608 to
eliminate external
switches. However, other techniques may also be utilized to provide
intrinsically safe
construction of HUD 600.
[00132] FIG. 6B shows the possibility of providing a remotely located
extended life
battery 652 on a hard hat 650 where the battery will be in close proximity to
HUD 600.
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Battery 652 may connect with remote battery connector 614 to power HUD 600
and/or
the battery in HUD may be replaceable. An intrinsically safe 0-ring sealed
connector
design may be utilized for this purpose whereby the 0-rings seal before
contact is made.
Under certain conditions, such as cold weather and the like, battery life may
be greatly
reduced making it desirable to have additional battery power stored and
connected in an
intrinsically safe manner with suitable wiring. The battery is preferably
located in
intrinsically safe compartment 654 in the hard hat, which is sealed with 0-
rings, perhaps
coated with oil, and may comprise plastic or rubberized container walls.
[00133] In one embodiment of the invention, the industrial
knowledge system 10
communicates with operators through HUD 600 to provide instructions for
maintenance of
the selected industrial equipment assets.
[00134] In one embodiment, HUD screen can be attached to an arm
that pivots
down and up from its attachment to the side of the helmet. In another
embodiment, the
HUD screen alone is clipped onto and off of the lens of the safety glass. In
another
embodiment, the HUD screen alone is mounted and/or removable from the lens
using
suction or adhesive. In another embodiment, all components for the HUD except
the
screen are moved to the helmet.
[00135] In another embodiment, a safety glass mounted control
mechanism that
can be used with industrial safety gloves is provided for the HUD. The HUD
device may
utilize a mass charging station, which may comprise induction charging.
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[00136] In another embodiment, the HUD and/or helmet comprises the ability
to be
processed through a cleaning station.
[00137] The HUD may comprise numerous built in antennas including but not
limited to RFID reader, GPS, cell-phone, walkie-talkie, Wi-Fi, and the like.
[00138] The HUD is intrinsically safe with a sealed manufactured case,
perhaps
filled with oil or other non-conductive fluid. Additionally, rubber casing and
0-ring seals
are provided for the battery.
[00139] The industrial knowledge system 10 is selectively operable for
providing that
the instructions are adjusted to a competency level of the operator. Because
knowledge
system 10 is aware of details of the competency level of the operator,
additional and/or
revised steps can be utilized to enhance the likelihood of job success. The
instructions to
the particular operator can be adjusted to provide additional step-by-step
work details
comprising photos, videos, and detailed documentation in any areas of
knowledge that
knowledge system 10 detects the operator is less proficient based on the
competency
level of the operator from testing and job experience.
[00140] In another embodiment, industrial knowledge system 10 can connect a
less
skilled operator performing a job function to a more skilled operator whereby
interaction is
through an HUD 600, which both operators may utilize. Camera 610 may be used
by the
less skilled operator so that the situation can be viewed by the more skilled
operator.
Instructions can then be given directly as though a mentor is on location
during the job
function.
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[00141] In another embodiment, each HUD comprises sufficient sound
shielding to
allow an operator to hear the instructions from the software system and/or
another
operator in an environment with sound levels greater than 95 dB.
[00142] In another embodiment, the system further comprises the software
system
being operable to permit communication between an off location HUD and off
location
operator to receive and send video to the first HUD whereby an off location
operator can
assist the operator when maintaining the industrial equipment assets.
[00143] Referring to FIG. 7A-7D., industrial knowledge system 10 is
operable for
sending photos or videos that superimpose components on display 604 of the HUD
to
guide the operator in maintaining the industrial equipment asset 702. For
example, in FIG.
7A, there is shown asset 702, which needs maintenance. The HUD image of FIG.
7B
may show the same equipment with highlighted components or markers 704 for the

components to be serviced. For example, there may be twenty items that need to
be
checked or greased. In FIG. 70, in one embodiment, the markers or indicators
704 to be
serviced may be superimposed on the underlying components of equipment 702.
Accordingly, in one embodiment, HUD 600 is operable for displaying the
superimposed
components and/or indicators in alignment with the underlying components of
industrial
equipment asset 702 when viewed by the particular operator to guide
maintenance of the
industrial equipment assets. In FIG. 7D, in one embodiment, highlighted
components,
indicators, or markers 706 may change color, shape, or otherwise indicate that
servicing
of those components has been completed. This feature can be especially useful
when

CA 02892436 2015-05-22
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Atty Dckt. No.: Xtreme-81
there are numerous components that must be serviced making the likelihood of
successful completion of the task much higher than leaving the step of marking
off
components to manual methods.
[00144] FIG. 8 shows flowchart 800 depicting one possible
embodiment of operator
use of industrial knowledge system 10. After authentication at 802, a
dashboard may be
displayed as indicated at 804 with different options including selection of
different actions
as indicated at 806 including servicing an asset which begins by the receiving
information
from a BLE beacon as indicated at 808. HUD 600 or other devices may perform
this step
automatically. As the operator moves toward an asset, the BLE beacon attached
to the
asset (e.g. device 230 in FIG. 2) sends information to explain what the asset
is as
indicated at 810, the asset status and service history as indicated at 812 and
814 and/or
maintenance instructions or additional instructions as indicated at 816, which
may have
already been received by the operator as discussed hereinbefore. Status
information
may comprise whether the equipment is functional, non-functional, maintenance
is need
and details of that, end of service life, and the like. Status information may
comprise
status of the environment of the equipment such as whether the device is
located in a
loud area 1114, is a dangerous asset 1120, or the like (See FIG. 11).
[00145] The associated accounting documents may be automatically
generated as
indicated at 818, 820, 822, 824, and 826 including generation of a work order
for the
maintenance, a purchase order, the purchase order being sent to the desired
locations
41

CA 02892436 2015-05-22
Atty Dckt. No.: Xtreme-81
and received on site with appropriate accounting steps such as triggering the
accounts
payable process. Step 828 involves assigning labor and parts for the location.
[00146] Referring to FIG. 9, the tools required and location is provided
by industrial
knowledge system 10 as indicated at 930. This information may also have been
supplied
at an earlier date unless the need for maintenance has just now become known.
Knowledge from industrial knowledge system 10 is available at this time or any
time as
indicated at 932. The system may go through several iterations of steps such
as step 1,
step 2, and step 3, as indicated at steps 934, 942, and 948 where competency
of the
operator can be predetermined or refreshed as indicated at 936, 944, and 952.
Further,
an operator can request assistance at 938, 946, and 954 during the pendency of
the job.
In one embodiment, HUD 600 can be used to receive information via telepresence
help at
steps 940, 950, and 958. Provided that the job requires no further
maintenance, then the
work is completed at step 956.
[00147] Referring again to FIG. 8, other action steps may be taken such as
messages 860, transcribing speech to text 862, and viewing recent messages
864.
Recent information from industrial information system 10 may be organized,
saved, and
reviewed as indicated at 866 and 868. Assets may be tagged, problems reported,

pictured, and flagged for maintenance or the like as indicated at 870, 872,
874, and 876.
This information may be sent to the supervisor with the report confirmed as
indicated 878
and 880.
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[00148] Additional actions available at step 806 include the ability to
report and
emergency and send the location of emergency as indicated at 882 and 884, as
well as
the ability to open other applications at step 886. These applications may
include
streaming data services for well site monitoring or other third party
applications as
indicated at 888 and 890.
[00149] Referring to FIG. 10, there is shown flowchart 1000 of a
notification center.
Notification center 892 may be checked for tasks, alerts, messages and the
like. As
noted earlier with respect to FIG. 8, work orders can be received, accepted,
converted to
purchase orders, with the purchase orders sent to the correct places, received
on site,
and with the accounts payable activated and labor and parts assigned as
indicated at
1002, 1004, 1006, 1008, 1010, 1012, 1014, and 1016. Emergency related
information
can be received as indicated at 1018, with emergency procedures, escape
routes, and
locations of personnel as indicated at 1020, 1022, and 1024.
[00150] FIG. 11 provides flowchart 1100 for contextual alerts 1102 which
may be
based on location based alerts 1104 or third party sensors 1106. Location
based alerts
may be triggered by proximity to BLE beacons crossed as indicated at 1136 and
detected
by various detectors such as an HUD device or the like.
[00151] The BLE beacons, such as BLE beacon 230 of FIG. 2, can alert an
operator to many conditions. For example, unauthorized access and reasons
therefor as
indicated at 1138, 1140, and 1142. As another example, the BLE beacon can
notify of
dangerous assets, positions between two beacons, or the need for special
equipment as
43

CA 02892436 2015-05-22
= .
Atty Dckt. No.: Xtreme-81
indicated at 1144, 1146, and 1148. Another type of warning could be for loud
areas with
a notification of hearing protection being required as indicated at 1150 and
1152. BLE
beacons can also be utilized to track activities related to changing
locations, work hours,
break time, and end of work day as indicated at 1154, 1156, 1158, 1160, 1162,
and 1164.
[00152] Third party sensors 1106 may be utilized to track various
events such as
heart rate, fatigue levels, gas hazards and the like as indicated at 1108,
1110, 1112. In
the event of heart rate or fatigue problems warnings and notifications can be
sent as
indicated at 1114, 1116, 1118, and 1120. In the event of hazards such as
dangerous
gas, emergency triggers provide procedures, escape routes, and location of all
personnel
sent to supervisors as indicated at 1122, 1124, 1126, and 1128.
[00153] Accordingly, the present invention provides coordination
that has not
previously been available between systems or modules such as maintenance,
equipment
and asset tracking, regulations, how-to information, job function capability
and training
and delivery.
[00154] In summary, the present invention provides an improved
system for
maintaining industrial equipment assets. In one possible embodiment, the
present
invention utilizes a plurality of HUDs to guide operators for maintaining
industrial
equipment assets. In another possible embodiment, the present invention
provides a
central knowledge storage system for storing information, training, and
controlling the
HUDs.
44

Representative Drawing
A single figure which represents the drawing illustrating the invention.
Administrative Status

For a clearer understanding of the status of the application/patent presented on this page, the site Disclaimer , as well as the definitions for Patent , Administrative Status , Maintenance Fee  and Payment History  should be consulted.

Administrative Status

Title Date
Forecasted Issue Date Unavailable
(22) Filed 2015-05-22
(41) Open to Public Inspection 2015-11-22
Dead Application 2018-05-23

Abandonment History

Abandonment Date Reason Reinstatement Date
2017-05-23 FAILURE TO PAY APPLICATION MAINTENANCE FEE

Payment History

Fee Type Anniversary Year Due Date Amount Paid Paid Date
Application Fee $400.00 2015-05-22
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Registration of a document - section 124 $100.00 2015-12-04
Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
XTREME DRILLING AND COIL SERVICES
3RD-EYE TECHNOLOGIES INC.
Past Owners on Record
ROWAN, MIKE
WOOD, THOMAS JAMES
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
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Document
Description 
Date
(yyyy-mm-dd) 
Number of pages   Size of Image (KB) 
Description 2015-05-22 43 1,522
Abstract 2015-05-22 1 14
Claims 2015-05-22 11 315
Drawings 2015-05-22 11 296
Representative Drawing 2015-10-27 1 7
Cover Page 2015-12-16 2 44
Assignment 2015-05-22 4 119
Correspondence 2015-06-01 1 31
Correspondence Related to Formalities 2015-10-07 1 30
Modification to the Applicant/Inventor 2015-12-04 12 350
Office Letter 2015-12-10 1 27