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ISA101, Human Machine Interfaces

This presentation discusses how to apply concepts from the ISA101 standard to upgrade existing HMI systems. It provides examples of incremental improvements focusing on color usage, navigation, and object animation that can be made. Process object toolkits and embedded trends are also discussed as ways to further improve existing HMIs in line with the standard.

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5K views34 pages

ISA101, Human Machine Interfaces

This presentation discusses how to apply concepts from the ISA101 standard to upgrade existing HMI systems. It provides examples of incremental improvements focusing on color usage, navigation, and object animation that can be made. Process object toolkits and embedded trends are also discussed as ways to further improve existing HMIs in line with the standard.

Uploaded by

adrianioantoma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ISA101, Human

Machine Interfaces
Applying ISA101 Concepts to
Existing HMI Applications
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
Presenter

Michael E. Hawrylo
• First introduced to HMI’s during a college internship
• Earned his Bachelor of Chemical Engineering degree in
1998 from the University of Delaware
• Started career as a traditional process engineer
• Joined Applied Control Engineering, Inc. (ACE) in 2000
• Based in ACE’s Newark, DE headquarters as a Team
Leader and a lead technical resource

2
Standard Overview

What is published?
• ANSI/ISA-101.01-2015, Human Machine
Interfaces for Process Automation Systems
• Technical Report Workgroups are just starting as
of October 2015. The workgroups are:
– HMI Philosophy, Style Guide & Design Guide
– HMI Usability and Performance
– HMI for Mobile Platforms

3
Presentation Overview

Intended targets
• System implementers
• System end users
• Both groups work together throughout the HMI
lifecycle
– Design
– Implementation
– Operation
– Continuous improvement

4
Presentation Overview

Purpose of today’s talk


• Discuss how to use the ISA standard and HMI
concepts with your existing systems
• This presentation is not intended to define
– How your HMI should be designed, what colors to
use, what furniture to use in your control room, etc.
– How to administer your HMI change control process,
including management of change and training
– How to implement HMI changes and best practices

5
Our Challenge

Existing HMI systems may


• Not be designed to a common style guide
• Not use common graphic toolkits
• Be configured by multiple system implementers
• Be designed with a P&ID set as the lone design
criteria

6
Our Challenge

Desired HMI guidelines


• You know and/or want your HMI to use
– Consistent colors
– Process objects from a common toolkit
– Embedded trends and contextual information
– Etc.
• Your desired updated graphics may not be
simple representations of P&IDs

7
Our Challenge

How to improve existing HMI systems


• Discover opportunities for the continuous
improvement of HMI systems
– Interview operations, maintenance, and other users
– Review process and safety incidents
• Present opportunities and solutions to
– System owners and end users
– Plant management

8
Our Challenge

Existing HMIs are not carved in stone


• ISA101 discusses an HMI life cycle
• System owners and end users should be familiar
with similar life cycles
– Safety system life cycle (ISA84)
– Alarm management life cycle (ISA18.2)

9
HMI Life Cycle

from Section 4 of ANSI/ISA-101.01-2015

10
HMI Life Cycle

Starting an HMI upgrade


• Begin process by defining your
– Philosophy
– Style guide
– Toolkits
• Focus on how a “new” HMI would operate
• Engage system users and owners

11
HMI Life Cycle

Continuous improvement
• Two sources for improvement concepts
– System designers and implementers
– System end users
• End users may be more focused on the style
guide
• Implementers may be more focused on the
toolkits

12
Style Guide

Implementation into existing HMI systems


• Improvements can be incremental
• Focus on small changes that increase HMI
effectiveness
– Color usage
– Navigation
– Object animation

13
Existing HMI Upgrades

Use of color
• Gray backgrounds are used to minimize glare
and provide a low-contrast depiction
• Bright colors should only be used to highlight
alarms and abnormal situations
• Colors that are used for alarms should not be
used elsewhere

14
Use of Color, Example

15
Use of Color, Example

16
Existing HMI Upgrades

Navigation
• Techniques are employed to facilitate quick and
efficient navigation
• Consistent navigation techniques are used
throughout the system

17
Navigation, Example

18
Navigation, example

19
Existing HMI Upgrades

Object animation
• Highlight only abnormal situations
– E.g. change color when in alarm
• Gratuitous animation should be avoided
– Refrain from having
– Spinning motors
– Moving conveyors
– Splashing liquids
– Fire breathing burners

20
Object Animation, example

21
Object Animation, Example

22
Existing HMI Upgrades

Low hanging fruit


• Provide HMI improvement with minimal “under
the hood changes”
• Provide a basis for further improvements with
the use of
– Process object toolkits
– Embedded trends
– Human factors engineering

23
Process Object Toolkits

Toolkits for common equipment types


• Designed to meet philosophy and style guide
standards
• Configured for specific technologies
• Implemented for
– Dynamic objects
– Faceplates
– Static objects

24
Toolkit Example

Valve animation
• Column 1: no feedback; with actuator output
• Column 2: opened and closed indication
• Column 3: transitional states
• Column 4: alarm states

25
Contextual Information

Operators need information


• Current values do not tell a story
• Analog bars can show
– Process contextual information (e.g. at SP)
• Trends can show where a value
– Has been
– Is likely going

26
Is This Process Happy?

adapted from example in


The High Performance HMI Handbook, First Edition
by Bill Hollifield, Dana Oliver, Ian Nimmo, & Eddie Habibi

27
Situation Awareness

What does situation awareness mean?


• Being aware of what is happening in the process
• Understanding the process state now
• Understanding the likely process state in the
future

28
Imbedded Trend Example

What is the direction of the tank level?

29
Where Do We Begin?

Upgrading existing HMIs


• Know your system
– Interview users and owners
– Do they like this system?
– Where does the system need improvement?
• Produce results
– Start small
– Show value

30
What To Do After We Start

from Section 4 of ANSI/ISA-101.01-2015

31
Upgrading Notes

• Test and review


– What works well at your site?
• Style guide and philosophy
– What needs to be created?
– What needs to be added?
• Toolkits
– What objects need to be created?
– What technologies need to be address?

32
References

• ANSI/ISA-101.01-2015, Human Machine Interfaces for


Process Automation Systems
• Hollifield, Bill; Oliver, Dana; Nimmo, Ian; Habibi, Eddie.
The High Performance HMI Handbook, First Edition.
Houston: PAS, 2008. Print.
• Bullemer, Peter. Effective Operator Display Design 2008.
Phoenix: ASM® Joint R&D Consortium, 2008. Print.

33
ISA101, Human
Machine Interfaces
Applying ISA101 Concepts to
Existing HMI Applications
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits

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