# US 10,767,883 B2 · Smart thermostat orchestration > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,767,883 B2 - Document ID: US10767883B2 - Status: Granted - Kind: B2 - Application number: 16/789,253 - Filed: 2020-02-12 - Published: 2020-06-11 - Granted: 2020-09-08 - Earliest claimed: 2014-12-08 - Assignees: Encycle Corporation - Applicants: Encycle Corporation - Inventors: Peter Bryan Malcolm; Mark Howard Kerbel; Paul Stidworthy - Web page: https://patentgrep.com/patent/US10767883B2 ## CPC - F24F 11/46: Improving electric energy efficiency or saving - F24F 11/52: Indication arrangements, e.g. displays - F24F 11/54: using one central controller connected to several sub-controllers - F24F 11/58: using Internet communication - F24F 11/59: for presetting - F24F 11/61: using timers - F24F 11/63: Electronic processing - F24F 11/64: using pre-stored data - F24F 11/65: for selecting an operating mode - G05B 19/042: using digital processors (G05B19/05 takes precedence) - G05D 23/1917: {using digital means} - G05D 23/1919: {characterised by the type of controller} - H02J 3/14: by switching loads on to, or off from, the networks, e.g. progressively balanced loading - F24F 2110/10: Temperature - F24F 2110/12: of the outside air - F24F 2130/00: Control inputs relating to environmental factors not covered by group F24F2110/00 - F24F 2140/50: Load - F24F 2140/60: Energy consumption - G05B 2219/2614: HVAC, heating, ventillation, climate control - H02J 3/32: using batteries or super capacitors with converting means - H02J 3/38: Arrangements for feeding a single network from two or more generators or sources in parallel; Arrangements for feeding already energised networks from additional generators or sources in parallel - H02J 3/381: {Dispersed generators} - H02J 3/388: Arrangements for the handling of islanding, e.g. for disconnection or for avoiding the disconnection of power - H02J 2101/20: Dispersed power generation using renewable energy sources - H02J 2105/42: Home appliances - Y02B 70/3225: Demand response systems, e.g. load shedding, peak shaving - Y02P 80/10: Efficient use of energy, e.g. using compressed air or pressurized fluid as energy carrier - Y04S 20/222: Demand response systems, e.g. load shedding, peak shaving - Y04S 20/244: the home appliances being or involving heating ventilating and air conditioning [HVAC] units - F24F: AIR-CONDITIONING; AIR-HUMIDIFICATION; VENTILATION; USE OF AIR CURRENTS FOR SCREENING (removing dirt or fumes from areas where they are produced B08B15/00; vertical ducts for carrying away waste gases from buildings E04F17/02; tops for chimneys or ventilating shafts, terminals for flues F23L17/02) - G05B: CONTROL OR REGULATING SYSTEMS IN GENERAL; FUNCTIONAL ELEMENTS OF SUCH SYSTEMS; MONITORING OR TESTING ARRANGEMENTS FOR SUCH SYSTEMS OR ELEMENTS (systems for controlling or regulating non-electric variables G05D; systems for regulating electric or magnetic variables G05F; control devices or systems insofar as characterised by mechanical features only G05G) - G05D: SYSTEMS FOR CONTROLLING OR REGULATING NON-ELECTRIC VARIABLES - H02J: ELECTRIC POWER NETWORKS; CIRCUIT ARRANGEMENTS OR SYSTEMS FOR SUPPLYING OR DISTRIBUTING ELECTRIC POWER; SYSTEMS FOR STORING ELECTRIC ENERGY - Y02B: CLIMATE CHANGE MITIGATION TECHNOLOGIES RELATED TO BUILDINGS, e.g. HOUSING, HOUSE APPLIANCES OR RELATED END-USER APPLICATIONS - Y02P: CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS - Y04S: SYSTEMS INTEGRATING TECHNOLOGIES RELATED TO POWER NETWORK OPERATION, COMMUNICATION OR INFORMATION TECHNOLOGIES FOR IMPROVING THE ELECTRICAL POWER GENERATION, TRANSMISSION, DISTRIBUTION, MANAGEMENT OR USAGE, i.e. SMART GRIDS ## Abstract Systems and methods for orchestrating the operation of energy-consuming loads, so as to minimize power consumption, are described. In some embodiments, the loads can be HVAC, refrigeration systems, air compressors, and the like, and orchestration is effected either directly or by means of the loads' respective controllers. In some aspects, the controllers can be Smart Thermostats and orchestration is effected through a Cloud-based orchestration platform or “COP.” In certain aspects, a COP uses specifically programmed application programming interfaces, or APIs, to control the operation of a single manufacturer's Smart Thermostats, where the manufacturer provides its own Cloud-based control platform, through which the COP operates. The COP can similarly orchestrate the operation of two or more manufacturers' Smart Thermostats through their respective Cloud-based control platforms. By these and other means, the operation of a variety of energy-consuming loads can be more easily and efficiently orchestrated. ## Claims ### Claim 1 A computer readable medium containing program instructions for managing a plurality of energy consuming electrical loads, wherein the loads can be enabled or disabled during periodic time segments, wherein a control thermostat is associated with each of the loads, and wherein execution of the program instructions by one or more processors of a computer system causes the one or more processors to carry out the steps of: (a) collecting and storing load state data for each of the plurality of energy consuming electrical loads; (b) prioritizing each load of the plurality of loads according to their respective needs, wherein need is a metric indicative of the extent to which a desired goal associated with the load has not been met; (c) summing the respective average power levels of each load of the plurality of loads during a preceding one or more enabled time segments to obtain an aggregate peak demand power level for the loads; (d) enabling a selected load of the plurality of loads if its average power level will not cause the aggregate peak demand power level to exceed a target maximum aggregate peak demand power level if all loads with higher priorities are enabled; and (e) repeating (d) for each load in the plurality of loads; wherein need is indicative of one or more of a group consisting of whether a calling status of each of the control thermostats is calling, a time elapsed since the call state changed to calling, a difference between an ambient room temperature measured by the thermostats and a set point temperature of the thermostats, a time period for which the ambient room temperature has deviated from the set point temperature, an amount of time it would take the ambient room temperature to reach the set point temperature, and a load enabled utilization value of each load of the plurality of loads, and combinations thereof; and wherein the desired goal is one or more of a group consisting of the calling status of the thermostats, the set point temperature of the thermostats, and a target load enabled utilization value, and combinations thereof. ### Claim 2 (depends on 1) The computer readable medium of claim 1, wherein the load state data comprises thermostat temperature set points, ambient temperature, and load power levels of each load of the plurality of loads. ### Claim 3 (depends on 1) The computer readable medium of claim 1, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on the actual power levels of the respective load during a particular time segment relative to the power levels observed for the load during any preceding time segment. ### Claim 4 (depends on 1) The computer readable medium of claim 1, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on a ratio of an amount of energy actually consumed by the respective load during one or more time segments that the load is in a load enabled state to an amount of energy that would have been consumed by the load if the load was operating continuously at maximum power during that same time segment. ### Claim 5 (depends on 1) The computer readable medium of claim 1, wherein the collecting and storing of load state data is performed utilizing a remotely located cloud based server in communication with the respective control thermostats. ### Claim 6 (depends on 1) The computer readable medium of claim 1, wherein the target maximum aggregate peak demand power level is one or more of a group consisting of a Maximum Demand determined by an electric utility and a target system equilibrium, the target system equilibrium being a desired combined average power drawn from the plurality of loads over a given time segment, and combinations thereof. ### Claim 7 A computer readable medium containing program instructions for managing a plurality of energy consuming electrical loads, wherein load states of the loads are either enabled or disabled during periodic time segments, wherein a control thermostat is also associated with each of the loads, and wherein execution of the program instructions by one or more processors of a computer system causes the one or more processors to carry out the steps of: (a) periodically collecting and storing during each time segment the load state, an enablement state, and a control thermostat calling status for each load; (b) identifying control thermostats for which their status is calling and for which the load state of their respective loads is disabled; (c) identifying control thermostats for which their status is not calling and for which their respective loads are enabled, and prioritizing those loads according to their respective needs, wherein need is a metric indicative of the extent to which the desired goal associated with a load has not been met; and (d) disabling the load associated with the control thermostat identified in (c) having the lowest priority if it will allow a load associated with the control thermostat identified in (b) to be enabled without exceeding a predetermined maximum aggregate peak demand power level and, if allowed, enabling the respective loads of the control thermostat identified in (b); wherein need is indicative of one or more of a group consisting of whether the calling status of each of the control thermostats is calling, a time elapsed since the call state changed to calling, a difference between an ambient room temperature measured by the thermostats and a set point temperature of the thermostats, a time period for which the ambient room temperature has deviated from the set point temperature, an amount of time it would take the ambient room temperature to reach the set point temperature, and a load enabled utilization value of each load of the plurality of loads, and combinations thereof; and wherein the desired goal is one or more of a group consisting of the calling status of the thermostats, the set point temperature of the thermostats, and a target load enabled utilization value, and combinations thereof. ### Claim 8 (depends on 7) The computer readable medium of claim 7, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on the actual power levels of the respective load during a particular time segment relative to the power levels observed for the load during any preceding time segment. ### Claim 9 (depends on 7) The computer readable medium of claim 7, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on a ratio of an amount of energy actually consumed by the respective load during one or more time segments that the load is in a load enabled state to an amount of energy that would have been consumed by the load if the load was operating continuously at maximum power during that same time segment. ### Claim 10 (depends on 7) The computer readable medium of claim 7, wherein the target maximum aggregate peak demand power level is one or more of a group consisting of a Maximum Demand determined by an electric utility and a target system equilibrium, the target system equilibrium being a desired combined average power drawn from the plurality of loads over a given time segment, and combinations thereof. ### Claim 11 A system for managing a plurality of energy consuming electrical loads, comprising: one or more command servers configured to communicate with one or more cloud service servers, each of the cloud service servers configured to control one or more of a plurality of energy consuming electrical loads via a control thermostat associated with each of the loads; wherein each load of the plurality of loads is either enabled or disabled during periodic time segments; wherein the one or more command servers have a computer readable medium containing program instructions, and wherein execution of the program instructions by one or more processors of the one or more command servers causes the one or more processors to carry out the steps of: (a) collecting and storing load state data for each of the plurality of energy consuming electrical loads; (b) prioritizing each load of the plurality of loads according to their respective needs, wherein need is a metric indicative of the extent to which a desired goal associated with the load has not been met; (c) summing the respective average power levels of each load of the plurality of loads during a preceding one or more enabled time segments to obtain an aggregate peak demand power level for the loads; (d) enabling a selected load of the plurality of loads if its average power level will not cause the aggregate peak demand power level to exceed a target maximum aggregate peak demand power level if all loads with higher priorities are enabled; and (e) repeating (d) for each load in the plurality of loads; wherein need is indicative of one or more of a group consisting of whether a calling status of each of the control thermostats is calling, a time elapsed since the call state changed to calling, a difference between an ambient room temperature measured by the thermostats and a set point temperature of the thermostats, a time period for which the ambient room temperature has deviated from the set point temperature, an amount of time it would take the ambient room temperature to reach the set point temperature, and a load enabled utilization value of each load of the plurality of loads, and combinations thereof; and wherein the desired goal is one or more of a group consisting of the calling status of the thermostats, the set point temperature of the thermostats, and a target load enabled utilization value, and combinations thereof. ### Claim 12 (depends on 11) The system of claim 11, wherein the load state data comprises thermostat temperature set points, ambient temperature, and load power levels of each load of the plurality of loads. ### Claim 13 (depends on 11) The system of claim 11, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on the actual power levels of the respective load during a particular time segment relative to the power levels observed for the load during any preceding time segment. ### Claim 14 (depends on 11) The system of claim 11, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on a ratio of an amount of energy actually consumed by the respective load during one or more time segments that the load is in a load enabled state to an amount of energy that would have been consumed by the load if the load was operating continuously at maximum power during that same time segment. ### Claim 15 (depends on 11) The system of claim 11, wherein the program instructions further causes the one or more processors to carry out the step of grouping the plurality of loads into one or more groups; and wherein need is further indicative of a group to which a respective load of the plurality of loads belongs. ### Claim 16 (depends on 11) The system of claim 11, wherein the program instructions further causes the one or more processors to carry out the step of grouping the plurality of loads into one or more locales based on a location of each load of the plurality of loads; and wherein need is further indicative of a locale to which a respective load of the plurality of loads belongs. ### Claim 17 (depends on 11) The computer readable medium of claim 11, wherein the target maximum aggregate peak demand power level is one or more of a group consisting of a Maximum Demand determined by an electric utility and a target system equilibrium, the target system equilibrium being a desired combined average power drawn from the plurality of loads over a given time segment, and combinations thereof. ### Claim 18 A system for managing a plurality of energy consuming electrical loads, comprising: one or more command servers configured to communicate with one or more cloud service servers, each of the cloud service servers configured to control one or more of a plurality of energy consuming electrical loads via a control thermostat associated with each of the loads; wherein a load state of each load of the plurality of loads is either enabled or disabled during periodic time segments; wherein the one or more command servers have a computer readable medium containing program instructions, and wherein execution of the program instructions by one or more processors of the one or more command servers causes the one or more processors to carry out the steps of: (a) periodically collecting and storing during each time segment the load state, an enablement state, and a control thermostat calling status for each load; (b) identifying control thermostats for which their status is calling and for which the load state of their respective loads is disabled; (c) identifying control thermostats for which their status is not calling and for which their respective loads are enabled, and prioritizing those loads according to their respective needs, wherein need is a metric indicative of the extent to which the desired goal associated with a load has not been met; and (d) disabling the load associated with the control thermostat identified in (c) having the lowest priority if it will allow a load associated with the control thermostat identified in (b) to be enabled without exceeding a predetermined maximum aggregate peak demand power level and, if allowed, enabling the respective loads of the control thermostat identified in (b); wherein need is indicative of one or more of a group consisting of whether the calling status of each of the control thermostats is calling, a time elapsed since the call state changed to calling, a difference between an ambient room temperature measured by the thermostats and a set point temperature of the thermostats, a time period for which the ambient room temperature has deviated from the set point temperature, an amount of time it would take the ambient room temperature to reach the set point temperature, and a load enabled utilization value of each load of the plurality of loads, and combinations thereof; and wherein the desired goal is one or more of a group consisting of the calling status of the thermostats, the set point temperature of the thermostats, and a target load enabled utilization value, and combinations thereof. ### Claim 19 (depends on 18) The method of claim 18, wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on the actual power levels of the respective load during a particular time segment relative to the power levels observed for the load during any preceding time segment. ### Claim 20 (depends on 18) The method of claim 18 wherein the load enabled utilization value is indicative of a degree to which the respective load's capacity is utilized while it is enabled; and the load enabled utilization value of each load of the plurality of loads is based on a ratio of an amount of energy actually consumed by the respective load during one or more time segments that the load is in a load enabled state to an amount of energy that would have been consumed by the load if the load was operating continuously at maximum power during that same time segment. ### Claim 21 (depends on 18) The system of claim 18, wherein the program instructions further causes the one or more processors to carry out the step of grouping the plurality of loads into one or more groups; and wherein need is further indicative of a group to which a respective load of the plurality of loads belongs. ### Claim 22 (depends on 18) The system of claim 18, wherein the program instructions further causes the one or more processors to carry out the step of grouping the plurality of loads into one or more locales based on a location of each load of the plurality of loads; and wherein need is further indicative of a locale to which a respective load of the plurality of loads belongs. ### Claim 23 (depends on 18) The computer readable medium of claim 18, wherein the target maximum aggregate peak demand power level is one or more of a group consisting of a Maximum Demand determined by an electric utility and a target system equilibrium, the target system equilibrium being a desired combined average power drawn from the plurality of loads over a given time segment, and combinations thereof.