CN103392155A - 用于教学或认证的具有现场设备仿真的手持现场维护工具 - Google Patents

用于教学或认证的具有现场设备仿真的手持现场维护工具 Download PDF

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CN103392155A
CN103392155A CN201180001617XA CN201180001617A CN103392155A CN 103392155 A CN103392155 A CN 103392155A CN 201180001617X A CN201180001617X A CN 201180001617XA CN 201180001617 A CN201180001617 A CN 201180001617A CN 103392155 A CN103392155 A CN 103392155A
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maintenance tools
field maintenance
handheld field
handheld
coupled
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CN103392155B (zh
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布拉德·N·马希奥维兹
克里斯托弗·P·卡恩哲思
托德·M·托彼克
杨昆
亚当·E·兰德
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Fisher Rosemount Systems Inc
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Abstract

一种手持现场维护工具(52、102)包括训练模式。所述手持现场维护工具(52、102)具有：操作耦合到现场设备(22、23、104)的过程通信模块(121、138)、用户接口(156)、以及耦合到所述过程通信模块(121、138)以及所述用户接口(156)的控制器(130)。所述控制器(130)被配置为通过所述用户接口(156)与用户交互，且被配置为提供仿真功能，在所述仿真功能中，由所述控制器(130)代替所述现场设备(22、23、104)来产生通过所述用户接口(156)指示的所述现场设备(22、23、104)的至少一个特性。

Description

用于教学或认证的具有现场设备仿真的手持现场维护工具
技术领域
背景技术
手持现场维护工具是已知的。这种工具在过程控制和测量工业中高度有用，其用于允许操作者与在给定过程设施中的现场设备进行方便的通信和/或询问。这种过程设施的示例包括：石油、制药、化学、制浆、以及其他流体处理设施。在这种设施中，过程控制和测量网络可以包括几十或甚至上百个各种现场设备，这些现场设备周期性地要求维护，以确保这种设备正确工作和/或校准。此外，当检测到过程控制和测量设施中的一个或多个错误时，使用手持现场维护工具允许技术人员快速地在现场诊断这种错误。手持现场维护工具一般用于使用数字过程通信协议来配置、校准和诊断与智能现场设备相关的问题。
由于至少一些过程设施可以涉及高度挥发性、或甚至是爆炸性的环境，针对现场设备以及与这种现场设备一起使用的手持现场维护工具符合本质安全要求通常是有利的，或甚至是必须的。这些要求有助于确保符合要求的电子设备即使在故障条件下也不产生点燃源。在由Factory Mutual Research在1998年10月发布的APPROVALSTANDARD INTRINSICALLY SAFE APPARATUS ANDASSOCIATED APPARATUS FOR USE IN CLASS I，II AND III，DIVISION NUMBER 1 HAZARDOUS(CLASSIFIED)LOCATIONS，CLASS NUMBER 3610中阐述了本质安全要求的一个示例。符合本质安全要求的手持现场维护工具的示例包括由Austin，Texas的EmersonProcess Management出售的具有商业名称Model 475 FieldCommunicator的手持现场维护工具。
发明内容
一种手持现场维护工具包括训练模式。所述手持现场维护工具具有：操作耦合到现场设备的过程通信模块、用户接口、以及耦合到所述过程通信模块以及所述用户接口的控制器。所述控制器被配置为通过所述用户接口与用户交互，且被配置为提供仿真功能，在所述仿真功能中，由所述控制器取代所述现场设备来产生通过所述用户接口指示的所述现场设备的至少一个特性。
附图说明
图1A和1B是手持现场维护工具的概略图，本发明的实施例对该手持现场维护工具特别有用。
图2是示出了手持现场维护工具的概略图，本发明的实施例对该手持现场维护工具特别有用。
图3是根据本发明的实施例的手持现场维护工具的框图。
图4是根据本发明的实施例的用于训练目的的耦合到现场设备的手持现场维护工具的概略图。
图5是根据本发明的另一实施例的执行现场设备训练仿真的手持现场维护工具的概略图。
图6是根据本发明的实施例的执行现场设备训练仿真的手持现场维护工具的概略图。
图7是根据本发明的实施例的训练模块的框图。
图8根据本发明的实施例的在训练或认证仿真中操作的手持现场维护工具的概略图。
具体实施方式
图1A和1B是耦合到现场设备20、23的手持现场维护工具22的概略图。如图1A所示，手持现场维护工具22包括分别耦合到测试导线30、32的一对端子25、27，然后测试导线30、32耦合到现场设备20的端子24。端子24可以是用于允许这种手持现场维护工具耦合到设备20并与设备20交互的专用端子。使用端子25、27耦合到现场设备说明了在手持现场维护工具22和现场设备20之间的有线连接的示例。
图1B示出了备选布置，其中，手持现场维护工具22直接耦合到现场设备23所耦合的过程控制环路34。在任一情况中，手持现场维护工具和现场设备之间的有线连接允许手持现场维护工具与所需现场设备20、23交互。
图2是与无线现场设备104交互的手持现场维护工具102的概略图。系统100包括与现场设备104通信的手持现场维护工具102。手持现场维护工具102经由通信链路114通信耦合到现场设备104。通信链路114可以采用任何合适的形式，包括如图1A和1B所示的有线连接，以及当前使用或正在开发的无线通信技术。手持现场维护工具102允许技术人员与现场设备104交互，以使用数字过程通信协议(比如FOUNDATIONTM Fieldbus、Profibus和/或协议)来配置、校准、和/或诊断与现场设备104相关的问题。手持现场维护工具(比如工具102)可以用于保存来自现场设备(比如，现场设备104)的配置数据。
现场设备104可以是感测过程中的变量(比如压力或温度)并通过过程通信环路发送与该变量相关的信息的任何设备。现场设备104还可以是从过程通信环路接收信息并基于该信息设置物理参数(比如阀门闭合度)的设备。现场设备104被描述为工业过程流体压力变送器，耦合有压力歧管106以及电子外壳108。提供现场设备104仅用于说明性的目的。在实际中，现场设备104可以是任何工业设备，比如过程流体温度变送器、过程流体水平变送器、过程流体流量变送器、阀门控制器、或在工业过程的测量和/或控制中有用的任何其他设备。
手持现场维护工具102一般包括用户接口，该用户接口包括显示器120以及多个用户输入按钮122。显示器120可以是任何合适的显示器，比如有源矩阵液晶显示器、或能够提供有用信息的任何其他合适的显示器。按钮122可以包括与任意数目的功能相关的任何合适的按钮布置，可以将手持现场维护工具用于这些任意数目的功能。按钮122可以包括数字键区、字母数字键区、任何合适数目的定制功能、和/或导航按钮、或它们的任意组合。
图3是根据本发明的实施例的手持现场维护工具的系统概略图。工具52优选地符合至少一种本质安全规范，比如上面列出的本质安全规范，以帮助确保在可能爆炸的环境中的安全性。手持现场维护工具52包括至少一个无线过程通信模块121。无线过程通信模块121的合适示例包括根据已知的无线通信协议(比如，已知的WirelessHART协议(IEC 62591))产生和/或接收正确信号的模块。在ISA100.11a中阐述了另一无线过程通信协议。尽管图3示出了单一无线过程通信模块121，显然可以预期使用任何合适数目的无线过程通信模块来根据当前已有的或稍后开发的各种无线过程通信协议来进行通信。
手持现场维护工具52还包括至少一个辅助无线通信协议模块123。无线通信协议模块123可以根据图3中虚线框所示的一个或多个选项来进行通信。具体地，无线通信协议模块123可以根据蓝牙Bluetooth规范124(比如Bluetooth规范2.1，额定功率类别2)、Wi-Fi规范126(比如IEEE 802.11a/b/g/n)、已知的RFID规范128、蜂窝通信技术130(比如GSM/CDMA)、和/或卫星通信132来通信。这些通信技术和方法允许手持现场维护工具52经由直接无线通信或使用互联网与无线网关或其他合适的设备直接通信。尽管图3中示出了一个无线通信协议模块123，可以使用任何合适数目的无线通信协议模块123。将无线过程通信协议模块121和无线通信协议模块123中的每一个耦合到控制器130，控制器130也耦合到有线过程通信模块138。控制器130优选地是微处理器，其执行其中存储的或在耦合到控制器130的存储器中存储的指令序列，以执行手持现场维护任务。有线过程通信模块138允许手持现场维护工具52经由端子142、144处的有线连接物理耦合到现场设备。合适的有线过程通信的示例包括高速可寻址远程传感器
Figure BPA00001444858800041
协议、FOUNDATIONTM Fieldbus协议、Profibus及其他。
手持现场维护工具52包括用于使用显示器120和按键122产生用户接口的用户接口模块156。模块156可以包括合适的显示器驱动器电路158和/或存储器，以与显示器120交互。模块156还包括输入电路160，其被配置为与按钮122交互，以接收用户输入。附加地，在显示器120包括触摸屏的实施例中，模块160可以包括用于基于触摸屏接收到的用户触摸和/或手势来产生对控制器130的用户输入数据的电路。
手持现场维护工具52可以包括方便附加功能的多个附加项。具体地，工具52可以包括位置检测模块，比如GPS模块150。GPS模块150可以被配置为附加地使用用于增强准确性的广域增量系统(WideArea Augmentation System)(WAAS)，和/或可以被配置为适当使用差分GPS技术来进行操作。模块150耦合到控制器130以向控制器130提供对工具52的地理位置的指示。尽管位置检测模块150优选地是工具52的内部组件，其可以是外部的且使用合适的无线或有线通信协议(比如Bluetooth 124、RFID 128等等)通信耦合到工具52的组件。此外，尽管位置检测模块150一般被描述为GPS模块150，可以使用基于与具有已知固定位置的无线接收机的无线通信的相对强度对手持现场维护工具的位置进行三角测量的其他技术。这种无线三角测量技术的示例包括基于与三个或更多固定位置的WiFi通信点或接入点的通信，对手持现场维护工具52的位置进行三角测量。此外，如上所述，本发明的实施例可以包括使用一个或多个无线过程通信协议模块(比如模块121)的能力。如果可以实现与固定位置的无线现场设备的合适数目的无线交互，则也可以使用这种三角测量技术。最后，尽管上面描述了用于获得手持现场维护工具52的位置所提供的各种方法，它们还可以彼此结合以提供附加准确性和/或冗余性。附加地，工具52还优选地包括耦合到控制器130的罗盘模块152，使得工具52可以指示其正在指向的罗盘方向。最后，工具52还可以包括耦合到控制器130的倾斜模块154，以向控制器130提供关于工具52相对于重力的倾角的指示。然而，附加的感测轴也是可预期的。
在手持现场维护工具帮助技术人员或工程师在现场寻找无线现场设备的物理位置的情况下，定位位置模块150、罗盘模块152以及倾斜模块154是特别有用的。炼油厂通常是非常大的过程设施，其具有定位在各种位置处的很多现场设备，其中一些可能不是容易可见的。
正确的现场维护要求训练有素的技术人员。这种训练的非常严格之处在于：技术人员要暴露于无数的现场设备以及与每一个这种现场设备相关的各种类型的条件和场景下。技术人员不仅必须能够有效地安装、校准和/或运转(commission)现场设备，在现场设备要求维护的事件中，技术人员还必须快速地确定需要哪种类型的维护并且迅速地执行这种维护。因此，技术人员训练是正确的现场维护的极端重要的方面。训练技术人员配置并检修过程现场设备一般要求大量的教室教学和实验室时间，在实验室时间中，学生直接对过程现场设备操作。尽管该环境是学生学习的基本部分，由于学生训练所使用的现场设备通常处于非常良好的正常运转状态，学生并未过多接触对现场设备的亲自动手检修。通常情况是，学生在教室中学习检修，且可能直到在正在操作的过程设施中遇到实际故障，才实际接触“问题”现场设备。即使“问题”现场设备可用于让学生检修，故障类型一般也将是极端有限的。例如，断开连接的传感器。
本发明的实施例一般向手持现场维护工具提供对现场设备交互进行仿真的能力，以协助教学和/或认证。根据本发明的实施例，控制器130包括，或存储，多个在执行时提供软件应用的功能的程序指令，该软件应用在手持现场维护工具上产生仿真模式。当手持现场维护工具在仿真模式下运行时，其显示优选地与技术人员在连接到实际设备时将看到的一样。为了进一步增强体验，本发明的实施例甚至允许学生具有将手持现场维护工具连接到实际设备的能力。在这种实施例中，从实况设备到仿真的转换优选地在不向用户进行指示的情况下进行。因此，用户或学生相信他或她正在与实际物理现场设备进行交互，而事实上学生正在进行的是仿真。根据本发明的另一实施例，提供物理耦合到手持现场维护工具的过程配线连接的仿真模块。优选地，物理模块还包括附加的过程有线连接，使得用户或学生依然可以对实际设备进行物理连接。然而，在手持现场维护工具和实际现场设备之间插入的仿真模块可以产生用于教学和/或认证目的的仿真响应，如下面将更详细描述的。
图4是用于训练目的的耦合到现场设备的手持现场维护工具的概略图。将手持现场维护工具52示为经由有线连接200耦合到现场设备20的端子24。在调用或以进入手持现场维护工具52的仿真模式时，手持现场维护工具52中的控制器130向学生呈现用户接口，使得学生相信他或她正在与现场设备20实际交互。尽管这是优选情况，本发明的实施例还可以在用户接口上提供标题，以指示用户正在训练模式下。无论如何，在仿真模式下，在控制器130中存储的或在耦合到控制器130的合适存储器中存储的软件指令促使手持现场维护工具52与学生交互，其交互方式与实况手持现场维护工具将与现场中的技术人员的交互方式一样。此外，手持现场维护工具52可以包括存储于其中的指令，该指令在执行时促使仿真模式执行一个或多个维护场景。例如，维护场景可能是对与现场设备相关的错误或问题的指示。然后将要求技术人员使用手持现场维护工具来调查现场设备(仿真的现场设备)，以诊断和可能校正问题。优选地，对学生在仿真期间的击键或其他交互进行记录，使得可以稍后检查它们，以对学生的表现进行打分或评估。在仿真模式期间，手持现场维护工具52可以在显示器120上指示与现场设备20的某些实际实况通信。然而，在仿真期间，经由显示器120向学生指示的至少一些响应不是基于与现场设备20的实际交互的。取而代之地，这种响应是在仿真期间执行的一个或多个场景的一部分。
图5是根据本发明的另一实施例的执行设备仿真的手持现场维护工具的概略图。图5具有与图4的很多相似之处，且对相似的组件进行相似的编号。在图4和5所示的实施例之间的主要区别是在手持现场维护工具52和训练工作站202之间的无线通信的使用。如上所述，通过图3，手持现场维护工具52优选地包括无线通信协议模块123。这允许手持现场维护工具52使用任何合适的无线通信协议与训练工作站202通信。在无线手持维护工具52和训练工作站202之间使用无线通信允许位于工作站202上的训练者实时查看仿真。此外，在训练者观察仿真时，训练者还具有在仿真过程期间和/或响应于学生执行的特定活动或行动来修改仿真的能力。在一些远程实施例中，训练者将仅能够在完成给定训练场景之后才能检查学生进行的步骤。
图6是根据本发明的实施例的执行训练仿真的手持现场维护工具的概略图。图6具有与图5的很多相似之处，且对相似的组件进行相似的编号。相比于图5所示的实施例，图6示出了耦合到外部训练模块254的手持现场维护工具252，通过该外部训练模块254来实现与现场设备20的有线连接200。优选地，训练模块254电子连接到手持现场维护工具252的过程配线端子，且还通过这种耦合来进行机械支撑。合适的电子互联的示例包括使用众所周知的香蕉插头(bananaplug)。训练模块254从而电插入在手持现场维护工具252和现场设备20之间。尽管手持现场维护工具252可以与上述手持现场维护工具52相同，其也可以是不包括设备仿真能力的传统的手持现场维护工具。这种工具的示例是Model 275 HART Communicator。在图6所示实施例中，将训练功能完全嵌入模块254中。模块254能够选择性地允许与现场设备20的通信，且还可以选择性地与现场设备20断开连接(在学生知道或者不知道的情况下)，以执行训练仿真。优选地，将来自手持现场维护工具252的所有数字通信加以存储，用于由训练者进行评估。尽管图6所示的实施例可能不是与图4和5所示的实施例一样是最优的(在图4和5所示的实施例中，捕捉输入到手持现场维护工具52中的所有各个按键操作用于稍后评估)，图6所示的实施例的有用之处在于：可以捕捉手持现场维护工具252的输出用于评估。此外，图6所示的实施例的重要特征是，其可以与不具有作为原生应用或软件解决方案的训练仿真的手持现场维护工具或其他通信器和现场维护工具一起使用。
图7是根据本发明的实施例的训练模块254的框图。训练模块254包括其自己的控制器256，控制器256优选地耦合到编程端口258，比如USB端口。训练模块254还包括耦合到控制器256的过程有线媒体访问单元260。过程有线媒体访问单元的示例是协议媒体访问单元、Profibus媒体访问单元、或FOUNDATIONTM Fieldbus媒体访问单元。过程有线媒体访问单元260通过一个或多个连接耦合到开关模块262，开关模块262也耦合到控制器256。开关模块262电插入在输出端子264和输入端子266之间。因此，在控制器256的控制下，开关262可以适当选择性地允许训练模块254将其自身电插入以替代过程有线连接200。优选地，控制器256编程或加载有与一个或多个仿真现场设备相关的一个或多个训练场景。优选地，经由USB端口258进行这种编程，然而，可以使用与控制器256的任何合适的通信。例如，在一些实施例中，将无线媒体访问单元268耦合到控制器256，使得无线通信(比如WiFi、Bluetooth等等)可以用于与控制器256通信。附加地，在提供无线媒体访问单元268的实施例中，外部设备(比如训练工作站202)可以直接与控制器256通信，以监视和/或修改训练场景或学生体验。
图8是根据本发明的实施例的进行训练或认证仿真的手持现场维护工具的概略图。手持现场维护工具52通过其无线过程通信协议模块121(图3所示)能够与无线现场设备通信，比如WirelessHART现场设备。在图8所示的实施例中，在训练工作站270或训练手持设备272之间的无线通信是根据无线过程通信协议的，比如WirelessHART。因此，使用手持现场维护工具52的学生可以相信他或她正在与无线现场设备实际交互，而实际上实际交互是与训练工作站270或训练手持设备272进行的。附加地，或备选地，经由手持现场维护工具52提供给用户的至少一些训练场景或交互可以使用驻留在手持现场维护工具52中的本地训练仿真应用或软件指令。
尽管已通过耦合到(物理耦合或经由无线通信)用于训练目的的手持现场维护工具的现场设备来描述本发明的很多实施例，本发明的实施例不实际需要这种耦合。取而代之地，在手持现场维护工具上驻留并执行的训练应用可以简单地模拟一个或多个现场设备，以用于训练目的。此外，在将训练模块物理耦合到手持现场维护工具的实施例中，训练模块本身在一些实施例中可以提供与手持现场维护工具的所有必需的交互，使得不需要与实际现场设备的物理连接。
本发明的使用无线通信的实施例的一个特别优点是，使用训练工作台202、270或手持设备272的训练者可以一次与多于一个学生交互。这样，训练者将具有在多个手持现场维护工具上提示相同场景或在每一个手持现场维护工具上提示不同场景的能力(针对存在多于一个学生的情形)。这在大型训练课程中是特别有利的。

Claims (20)

1.一种手持现场维护工具，包括：
过程通信模块，操作耦合到现场设备；
用户接口；以及
控制器，耦合到所述过程通信模块和所述用户接口，所述控制器被配置为通过所述用户接口与用户交互，所述控制器还被配置为提供仿真功能，在所述仿真功能中，由所述控制器取代所述现场设备来产生通过所述用户接口指示的所述现场设备的至少一个特性。
2.根据权利要求1所述的手持现场维护工具，其中，所述控制器被配置为存储在所述仿真功能期间的用户输入。
3.根据权利要求1所述的手持现场维护工具，其中，所述手持现场维护工具是本质安全的。
4.根据权利要求1所述的手持现场维护工具，还包括耦合到所述控制器的无线通信协议模块，其中，所述控制器被配置为与远程无线设备交互，以提供与所述仿真功能相关的指示。
5.根据权利要求4所述的手持现场维护工具，其中，所述指示是实时指示。
6.根据权利要求4所述的手持现场维护工具，其中，所述控制器被配置为从所述远程无线设备接收命令，以改变所述仿真功能。
7.根据权利要求1所述的手持现场维护工具，其中，所述过程通信模块是有线过程通信模块。
8.根据权利要求1所述的手持现场维护工具，其中，所述过程通信模块是无线过程通信模块。
9.根据权利要求1所述的手持现场维护工具，其中，所述现场设备是仿真的现场设备。
10.根据权利要求9所述的手持现场维护工具，其中，所述仿真的现场设备是仿真的无线现场设备。
11.一种手持现场维护工具的训练模块，所述训练模块包括：
第一对端子，能够耦合到手持现场维护工具的对应端子对；
第二对端子，能够耦合到现场设备；
过程通信媒体访问单元；
开关，具有第一模式和第二模式，在第一模式中，所述第一对端子和所述第二对端子耦合在一起，在第二模式中，所述第一对端子耦合到所述过程通信媒体访问单元；以及
控制器，耦合到所述开关和所述过程通信媒体访问单元，所述控制器被配置为控制所述开关以选择性地仿真所述现场设备。
12.根据权利要求11所述的训练模块，还包括耦合到所述控制器的无线媒体访问单元，以允许所述控制器与远程无线设备通信。
13.根据权利要求11所述的训练模块，还包括耦合到所述控制器的编程端口。
14.根据权利要求13所述的训练模块，其中，所述编程端口是通用串行总线USB端口。
15.一种训练过程技术人员的方法，所述方法包括：
提供手持现场维护工具；
促使所述手持现场维护工具进入仿真模式；
在所述手持现场维护工具上，从所述技术人员接收多个输入；以及
评估来自所述技术人员的输入。
16.根据权利要求15所述的方法，还包括：促使所述手持现场维护工具执行训练场景。
17.根据权利要求16所述的方法，其中，多个手持现场维护工具执行所述训练场景，以及对所述输入的评估是在训练工作站处执行的。
18.根据权利要求15所述的方法，还包括：促使所述技术人员将所述手持现场维护工具耦合到现场设备。
19.根据权利要求18所述的方法，其中，所述手持现场维护工具提供与所述现场设备的至少一些交互，以及，一些交互对所述技术人员表现为来自所述现场设备，但是实际上来自所述手持现场维护工具。
20.根据权利要求19所述的方法，还包括：提供与仿真相关的指示。
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