september 2017 members meeting ansi/isa-101.01-2015 human machine interfaces for process automation...
TRANSCRIPT
September 2017
Members
Meeting
2
ISA New Orleans Section Announcements
• Sponsorship Drive
– Thanks to our new sponsors – ArtZat Consulting, Process Solutions,
and United Electric Controls
– Thank you to our returning sponsors – Petrotech and The Reynolds
Company
– Sponsorship Link
– https://neworleansisa.org/2017/07/24/become-a-sponsor/
• Upcoming Community Events
– UNO Career Fair – Tuesday, September 26
– http://www.uno.edu/career-services/career-fair.aspx
– STEM Fest – Saturday, September 30
– http://core4kids.org/team-view/core-element-community-stem-fest/
– Manufacturing Day – Tulane – Wednesday, October 4
– http://www.mfgday.com/events/2017/denison-consulting-group
Other ISA Announcements
• September Society Leader Elections – Online Ballot
– https://www.directvote.net/ISA/default.aspx
• ISA Fall Leaders Meeting
– Grand Hyatt Tampa Bay, Oct. 28-31
– https://www.isa.org/flm2017/
• Process Control and Safety Symposium and Exhibition
– Houston Marriott Westchase, Nov 6-9
– https://www.isa.org/pcs2017/
• 63rd International Instrumentation Symposium
– Houston Marriott Westchase, Nov 7-8
– https://www.isa.org/iis2017/
3
ISA Stands with Houston:
Find Out How You Can Help
• ISA’s thoughts remain with the people of Houston, Texas, as they begin the recovery
process. Hurricane Harvey, one of the worst flooding disasters in US history, has
devastated the Houston area and there are thousands of people left without homes or
belongings.
• Individuals can donate to the American Red Cross, or via the Harris County and City
of Houston Joint Donations Hotline at 1-800-924-5985.
• Companies can donate supplies or money – send an email
to [email protected] and [email protected] with the
following information:– Name of organization
– Name of person to call regarding the donation
– Email point of contact Service or goods provided
– Service or goods provided
• Medical volunteers should visit Texas Disaster Volunteer Registry
• Local volunteers can dial 211 within the Houston area, or 713-685-2300 if you’re
calling from outside of Houston, to be connected with a volunteer coordination team.
4
www.reynoldsonline.com www.rockwellautomation.com
Meeting Sponsor
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.PUBLIC
HMI Software
FactoryTalk ViewSite Edition
FactoryTalk ViewMachine Edition
FactoryTalkViewPoint
ThinManagerPlatform
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.PUBLIC
Human Machine Interfaces
Graphic Terminal Industrial Computers Thin Clients Industrial Monitors▪ PanelView 800
▪ PanelView Plus 6
▪ PanelView Plus 7
▪ PanelView 5000
▪ VersView 5400 Integrated Display
▪ 6181P Integrated Display
▪ 6181X Hazardous Location
▪ 6177R Non-Display
▪ 6155 Compact Non-Display
▪ ACP – Thin Manager Enabled
▪ VersaView 5200
▪ ACP – ThinManager Enabled
▪ 6176M
▪ 6186M
.
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
ISA101: What It Is and
Why It Is Needed – Overview
and Current Activities
Dean Bickerton
The Reynolds CompanyInformation Member, ISA101 Committee
President, ISA New Orleans Section
Acknowledgements
9
Greg Lehmann, CAP
Process Automation Technical Manager
AECOM
Co-Chair, ISA101 Committee
VP-Elect, ISA Image and Membership
Dr. Maurice J. Wilkins
FIChemE, FInstMC, ISA Fellow
Executive Advisor
Yokogawa Electric Corporation
Co-Chair, ISA101 Committee
VP, ISA Standards & [email protected]
10
Outline
• Evolution of HMI’s
• ANSI/ISA-101.01-2015 Human Machine Interfaces for
Process Automation Systems Standard Committee
– Purpose, Scope, Leadership
• What is the ISA101 Standard and what does it contain?
• Current activities on the Standard Committee
• HMI Examples
Operator Interfaces Have Changed
• Large amounts of process data
• Ineffective displays
• Inappropriate use of graphics
Information Overload
Split Second Decisions
Split Second Decisions
Now Try Operating a Plant the Same Way!
Is This a Good Operator Interface?
BP Amoco, Texas City (2005)
18
• Committee formed in 2006 to establish standards,
recommended practices, and/or technical reports for
designing, implementing, using, and/or managing human
machine interfaces in process automation applications
• ANSI/ISA-101.01-2015 Human Machine Interfaces for
Process Automation Systems – Approved July 9, 2015
• Committee makeup
– As of June 1st, 2017 – members 310
– Producer (Supplier) 25%
– User 27%
– Integrator, Eng & Construction 35%
– General (Academic, Government, Consultant etc.) 13%
– Worldwide participation in review process
ISA101 Committee
19
• Address the design, implementation, and maintenance of
human machine interfaces (HMIs) for process
automation systems, to:
– Provide guidance to design, build, and maintain HMIs which
result in more effective and efficient control of the process, in
both normal and abnormal situations
– Improve the user’s abilities to detect, diagnose, and properly
respond to abnormal situations
– Look at the HMI holistically – not just the display
• Standards are the “What”
• Technical Reports and Recommended Practices are the
“How”
Purpose of the Standard
20
• Addresses HMI’s for automated processes to improve safety, quality, and
productivity
• Identifies documentation and design practices that will lead to more effective
and maintainable HMI implementations
• Practices defined in ISA101 are intended to be applicable to continuous,
batch, and discrete processes
• Devices excluded – the committee agreed to limit the scope to hardware of
a minimum size
– No PDA’s, smart phones, hand held devices or machine interfaces included in
this version of the standard (see later)
• NOTE: The standard cannot recommend the use of commercial standards
or documents such as the ASM Guidelines, texts, etc.
Scope of the Standard
21
• Users
– Responsible for safe and productive operation of equipment and facility
– Live with the HMI and support it for it’s lifetime
• Integrators, Designers, Engineers
– Design and build the HMI applications
– Commission the HMI, and the associated process
• Suppliers
– Develop the software and hardware needed to build the HMI
– Develop the interfaces/drivers needed for an HMI to transfer data and
information to and from multiple sources
Who Cares About HMI Standards
22
ISA101 Standard Committee - Leadership
The Co-Chairs of the ISA101 HMI Committee are:Dr. Maurice Wilkins (Yokogawa) and Greg Lehmann (AECOM)
The standard is organized into the following sections:
Clause Title Leaders
0 General Maurice Wilkins, Yokogawa& Greg Lehmann, AECOM
1 Scope Maurice Wilkins, Yokogawa& Greg Lehmann, AECOM
2 Normative References Nick Sands, Dupont & Dale Reed, Rockwell Automation
3 Definition of Terms and Acronyms Nick Sands, Dupont & Dale Reed, Rockwell Automation
4 HMI System Management Bridget Fitzpatrick, Wood Group & Ian Nimmo, UCDS, Inc
5 Human Factors/Ergonomics Beth Vail, AECOM & Traci Laabs, Pfizer
6 Display Styles and Hierarchy Dave Lee, Avid Solutions, Inc &John Benitz, Gray Matter Systems
7 User Interaction Bridget Fitzpatrick, Wood Group & Alan Bryant, Oxy Inc.
8 Performance Mark Nixon, Emerson Process Management
9 Documentation and Training Dawn Schweitzer, Eastman Kodak
23
What Is ISA101?
The “Shall” Statements – Lifecycle and MOC
• 4.1 Introduction
– The HMI shall be developed and managed through a lifecycle model
– System standards shall be created and used to establish the foundation
for the HMI lifecycle.
• 4.2.3 HMI Toolkit - Changes to the HMI toolkit shall be accomplished under
a management of change process.
• 4.5.1 In Service - Changes to the HMI shall be handled in a Management of
Change process
• 4.6.1 Management of Change (MOC) - Once the HMI is in service, changes
to the HMI shall be handled with a Management of Change (MOC) process
which includes definition of the portions of the HMI to be covered. This
process should include enforcement of and adherence to the system
standards (HMI philosophy, HMI style guide, and HMI toolkit components).
• 9.1 User training - HMI training shall be incorporated into the existing
training process of the end user organization and will also follow relevant
management of change requirements.
24
More “Shall” Statements - Design Principles
• 5.1 General principles of HMI design - The HMI design shall support
the users’ primary tasks of process monitoring and control.
• The following general principles shall be considered during the HMI
design:
– a) The HMI is an effective tool for the safe and efficient control of the
process.
– b) The HMI assists in the early detection, diagnosis, and proper
response to abnormal situations.
– c) The HMI is structured to aid operators to prioritize response to major
or multiple simultaneous system upsets.
– d) Failure of a display or items on the display are immediately apparent
to the operator.
25
26
HMI Basic Definitions
• Fundamental standard
terminology
– Console
– Operator Station
– Monitor
– Screen
– Display
– Pop-up
– Element
• Necessary to enable
common understanding
19
X?X?
X?
X?
Console
Display
Graphic
Elements
Mouse
(Pointing
Device)
Station
Monitor
Graphic
Symbols
Popup
Full-Screen
Display
X?
Pointing
Device
(Touchscreen)
Screen
Definition of the Day - Salience
• 3.1.32 Salience
– Distinctiveness, prominence, obviousness, or conspicuousness
of a graphic symbol or other part of a display, for the purpose of
quickly drawing operator attention.
• Where does salience apply?
– 5.1.4 Situational Awareness
– As the process deviates from expectations, the HMI should provide
visual and/or audible signals with appropriate salience for the
situation.
– 5.2.1.3 Background-foreground interactions
– The background should be an unsaturated or neutral color (e.g.,
light gray) in order to limit chromatic distortions and ensure the
salience of the information displayed.
– 7.2 Software methods for user interaction
– use of appropriate salience for error messages
27
28
HMI Life Cycle Concept
• The life cycle model is a foundation for the standard
DESIGNSYSTEM STANDARDS
OPERATEIMPLEMENT
CONTINUOUS WORK PROCESSES
Continuous Improvement
RE
VIE
W
Philosophy
Style Guide
Toolkits
MOC Audit Validation
In Service
Maintain
Decommission
Continuous Improvement
Build Displays
Build Console
Test
Train
Commission
Qualification
Console Design
HMI System Design
User, Task, Functional
Requirements
Display Design
New DisplayDisplay Changes
New SystemMajor Changes
ENTRYENTRY
29
Life Cycle Concept - Stages
• System Standards
– Documents that set the foundation for all HMI design decisions
• Design
– All hardware and software aspects of the HMI
• Implement
– Creation of the HMI in the target platform and hardware
• Operate
– Includes the ongoing maintenance, training, and management of
change functions
30
System Standards Stage
• The basic requirements for any HMI application
Activity Objectives Inputs Outputs
Define HMI
Philosophy
Provide guiding principles
for HMI design,
independent of vendor
platforms
Human Factors
Engineering guidelines,
Standards, Best Practices,
Functional requirements,
experience
HMI Philosophy Document
Develop HMI Style
Guide
Provides HMI
implementation details
based on the HMI
Philosophy, feasible on all
target platforms
Requirements documents,
Control System and
Network design standards
HMI Style Guide
HMI Toolkit Provide required graphical
elements to implement
displays based on the Style
Guide
HMI Style Guide,
Requirements documents,
vendor supplied elements,
experience
HMI Toolkit; Platform
Specific
31
Design Stage
• Identification of requirements
• Initial designs for all HMI componentsActivity Objectives Inputs Outputs
User, Task and
Functional
Requirements
Identify activities that
must be supported by the
HMI
Process Functional
Requirements, User Task
Analysis, HMI Philosophy
Requirements Documents
HMI System Design Identify platforms for HMI,
control, interfaces, and
communication
Requirements documents,
Control System and
Network design standards
HMI System Design
specification
Console Design Define complete hardware
and software required,
including all furniture and
supporting systems
Requirements documents,
HFE design standards,
vendor specifications
Console design documents
Display Design Identification of all displays
needed, and navigation
scheme
HMI Philosophy, HMI Style
Guide,
Requirements documents
Display design
documentation, ready for
implementation
32
Implement Stage
• Detailed work to actually build the HMI
Activity Objectives Inputs Outputs
Build Displays Completion of all displays
and supporting items
Display Design documents Displays,
User Documentation
Build Console Assembly of all console
hardware and software
Console Design documents Console
Test Integrated test of HMI and
Console
User, Task, Functional
Requirements, Test Plan
HMI ready to commission,
Testing documents,
updated User
Documentation
Commission HMI operational in
production environment
Console, Displays, User
documentation
HMI ready to operate
Train Train all users relative to
their responsibilities
User Documentation,
Requirements Documents,
HMI Philosophy, HMI Style
Guide, as appropriate
HMI ready to operate
33
Operate Stage
• Life with the HMI
Activity Objectives Inputs Outputs
In Service HMI in use Commissioning,
Qualification Approval,
User Documentation
Effective HMI
Maintain Ensure HMI reflects current
process requirements
Management of Change
process
Updated, requalified HMI
application, user
documentation, training
materials
Decommission HMI removed from service,
in part or whole
Requirements,
Management of Change
process
HMI (or parts thereof)
removed, archived for
appropriate period
34
Continuous Improvement Activities
• Activities and procedures to maintain the HMI
Activity Objectives Inputs Outputs
Management of
Change
Implement changes,
ensuring consideration of
all impacts
Changes in Process
Changes in User, Task or
Functional Requirements
Changes implemented
following approved work
practices to ensure safe
and effective operation
Audit Verify that HMI is being
managed under approved
work practices
HMI Philosophy,
HMI Style Guide
HMI Toolkits
Audit records, MOC,
updates to relevant
Standard documents
Validation Verify HMI meets current
User, Task and Functional
Requirements
Validation Plan Validated system and
appropriate records
35
HMI Life Cycle Concept
• The life cycle model is a foundation for the standard
DESIGNSYSTEM STANDARDS
OPERATEIMPLEMENT
CONTINUOUS WORK PROCESSES
Continuous Improvement
RE
VIE
W
Philosophy
Style Guide
Toolkits
MOC Audit Validation
In Service
Maintain
Decommission
Continuous Improvement
Build Displays
Build Console
Test
Train
Commission
Qualification
Console Design
HMI System Design
User, Task, Functional
Requirements
Display Design
New DisplayDisplay Changes
New SystemMajor Changes
ENTRYENTRY
Display Styles
36
Display Styles
37
Level Displays
38
Level Displays
39
Example Access and Navigation Performance
40
41
ISA101 Standard – Current Activities
• The committee met in Louisville at the 2015 ISA FLM and
chartered three working groups– WG1 - HMI Philosophy & Style Guide Development
– This technical report will describe example applications of the Philosophy
and Style Guide to various Process Automation Systems use cases, and
will be platform independent (41 members)
– Co-chairs; David Lee and Lothar Lang
– WG2 – HMI Usability and Performance
– This technical report(s) will be used to assess the effectiveness of the
HMI application, and how the use of the standard will assist in improving
related metrics (29 members)
– Co-chairs; David Board and Ruth Schiedermayer
– WG3 – HMI for Mobile Devices
– Develop technical report(s) to evaluate and define the use of mobile
devices as HMI stations and how to effectively implement an HMI for use
on a mobile device (21 members)
– Co-chairs; Mark Nixon and Peder Brandt
42
ISA101 Standard – Current Activities
• The committee met again in Newport Beach, CA at the 2016 ISA FLM
and in Raleigh, NC at the 2017 ISA SLM where the three working groups
started or continued work
– WG1- HMI Philosophy, Style Guide, and Design Guide and WG3- HMI for
Mobile Platforms are still formulating layout and content
– WG2 – HMI Usability and Performance is well underway with drafts of TR02
– TR02 has already had two review cycles and may be ready for ballot before
the 2017 FLM
• Earlier in the presentation we said that mobile and machine based
displays were out of scope
– Technology has evolved very rapidly so that small displays are not only very
clear but also intelligent
– WG3 was formed to investigate mobile HMIs
– At the 2017 SLM it was decided to form WG4 to investigate HMIs for
machines; The Co-chairs are Arlen Jacobs and David Board, who are
developing a charter and roster for the 2017 ISA FLM
– WG4 was approved by the ISA101 voting members in August 2017
HMI EXAMPLES
HMI - Data? Information?
HMI - Level 1: KPI (Offshore platform)
Level 1
Bill Hollifield et al., The High Performance HMI Handbook (Kalamazoo: 360 Digital Books, 2008)
• Assimilate Quickly
• Performance Indication Obvious
• Highlights Key Info
• High-level
• Easy Access to More Detail
HMI - Level 2: Task (Oil refinery)
Level 2
Bill Hollifield et al., The High Performance HMI Handbook (Kalamazoo: 360 Digital Books, 2008)
• Main Displays
• Info + Control
• Create First
• User’s Mental Model
• Easy Access toOther Displays
HMI - Level 3: Details (Oil refinery)
Level 3
Bill Hollifield et al., The High Performance HMI Handbook (Kalamazoo: 360 Digital Books, 2008)
• Detailed View of:• Sub-Units• Equipment• Components
• Troubleshooting
Level 4
Bill Hollifield et al., The High Performance HMI Handbook (Kalamazoo: 360 Digital Books, 2008)
• More Detail
• Procedures
• Pop-ups
• Faceplates
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
Thanks!!
Volunteers Needed!https://www.isa.org/forms/join-a-standards-committee/