DeltaV Operate Themes
DeltaV Operate Themes
www.DeltaV.com
DeltaV Whitepaper
January 2013 – Page 2 DeltaV Operate Themes
Table of Contents
Introduction .............................................................................................................................. 3
General ..................................................................................................................................... 3
There is a wide range of university led research on human capabilities that is very relevant to operations. This
includes what attracts visual attention (what do people notice, or not notice), impact of different colors and shapes
on visual perception (the ability to quickly find or notice an important object amongst others) and the use of
patterns in displays to improve the speed with which a person can scan a large amount of information. Many of
these discoveries are creating a better understanding of how we recognize and process information and can be
applied to improve plant operation.
Human Centered Design is the application of research for specific users and tasks, as It is not always clear which
general research results apply to a particular user, and which do not. The Center for Operator Performance
(http://www.operatorperformance.org/) is an industry/university consortium that performs operations specific
research, evaluating and measuring the impact on operations.
There have also been several process control specific publications that describe many good practices and
practical gudelines for display design. These include:
EEMUA 201 - Process Plant Control Desks Utilising Human-Computer Interfaces - A Guide to Design,
Operational and Human Interface Issues – Edition 2
ASM Consortium Guidelines – Effective Operator Display Design – 2008
High Performance Operator Graphics - 2008
This paper presents display concepts based on this current research and publications for operators. However,
new discoveries, and questions, are still being uncovered. So while this paper presents Human Centered Design
display concepts that apply this current research for operators, this is just a step towards creating an operating
environment truly optimized for operators – as human beings.
It is also important to note that there is not ‘one answer’ to the creation of good operator displays. Deciding what
display colors, shapes and styles work well together is more of an artistic decision than a scientific one. In other
words, there is no mathematical equation that you can use to select colors that are effective and ‘look good’
together. The same RGB color can be look differently on different types of monitors, different room lighting, etc.
DeltaV Operate Themes were developed to improve operator visual attention and recognition of important
information in operator displays, based on current DeltaV monitors and office lighting. Colors, shapes and
patterns were created with the help of a graphics artist.
DeltaV Operate includes new default global color tables, color sets and dynamos that are coordinated into DeltaV
Themes.
General
Key to picture design is deciding what information should be shown together and how best to present that
information to the operator so that the relative importance of the information is clear.
General human factors literature recommends careful use of color coding. Color coding is the practice of using a
color to indicate specific information. For example a red DeltaV alarm is by default a critical alarm. With color
coding, a single color to indicate a single piece of information. This means that red should not also be used both
to indicate a critical alarm and to indicate a pump is off. Similarly if yellow is an alarm color, it should not be used
as a pipe or PV color.
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In addition, the use of color coding should be kept to around 7 colors. While you may find the need to exceed the
recommendation of 7 colors, you should strive to limit the excessive use of color coding. If you have displays with
a large amount of color coding, or displays with unique color coding, it may be helpful to create a color key and
add it to the operator graphics where the colors are used. That way, the operator has a quick reference for each
color. You can change the default colors used in the DeltaV standard faceplates by changing the color set used
in the Named_Colors table.
As more items are color coded or when the same color is used to represent multiple process conditions, it
becomes more difficult for operators to visually scan for information and to remember what the different colors
mean.
While it is recommended that the coded colors (where the color is significant) should be limited, additional colors
can be used in your graphic. For example, you might want to make information more visually distinctive or
pictures more appealing through the use of colors. These colors should be soft (non-saturated) and blend with the
display background and static tank colors such that they do not visually distract the operator. These additional
colors do not count towards the ideal 7 coded colors. Using the DeltaV Operate Themed color sets assist in
keeping the colors on the screen in the same color palette.
The first step in picture design should be to determine the colors you will deploy throughout your pictures. Alarm
colors are typically the most important colors to define; and therefore, drive your other color selections. The
default DeltaV alarm colors are red, yellow and purple. You can change the default alarm colors by changing the
colors in the Alarm_Color_Table. The colors selected as alarm colors should only be used for alarms.
Alarm colors are defaulted to bright, saturated colors because these colors draw attention. The use of these
saturated colors, as well cyan, bright blue, and bright green, should be limited to items requiring operator
attention. For example, a pipe that should not be empty or a relief valve that is open can be shown in bright blue
to make the unusual condition more obvious to the operator. Be careful to minimize your use of saturated colors
on a display so that the items that are most important visually stand out.
These saturated alarm colors are also classified as hot colors. To create a display that allows alarms to be
distinctive, less saturated cool colors (for example, grays, blues, and greens) should be used.
Any status indication shown in a picture should also be distinctive, although typically less important than alarms.
DeltaV Operate Themed color sets use a single, saturated color to indicate status.
Selection of the picture background color is your next step. Select the background color so that the alarm and
status colors are distinctive. With DeltaV Operate Themed color sets, four different background selections are
provided to pick from.
Text and numbers must be distinctive on your selected background for optimum readability in the operator's
environment. If you select a grey background color, text on that background should be a very dark grey to be
readable. The section Calculating Color Contrast for Readability provides a calculation we found useful to
determine when there is enough contrast between colors to be easy to read.
The tanks, pipes, and so on, on your picture provide a focal point for operators and help operators quickly
recognize and verify that they are on the correct picture. Take care to make these items distinctive but not
distracting.
The colors used, or color theme used, along with what is animated (that is, changes color, visibility and
movement) can be effectively used to draw the operators' attention.
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Theme Dynamo Colors
It is important to define the relative importance of the information shown to the operator. This can vary from plant
to plant – or – even process to process and affects the color selections used.
The colors used in the DeltaV Operate Themes were selected based on the following relative importance (e.g.
impact in attracting operator attention) :
1. Alarms
2. Abnormal Status
Abnormal equipment states - such as when a relief valve is open
Abnormal pipe process color(s) – shows something is/is not in the pipe
3. Process values/information
ON/OFF equipment states
Process values - Easily readable
Some Pipe process color(s) – Option to show what is in the pipe, whether pipe is empty
4. Display information
tag name / value label color
large/background equipment color and label color – want to visually ground the user
Pipe fixed color - just shows where pipes are in the process, optionally different types
Using the same themed color set for all objects on the picture, as well as for the picture background color assures
you that the colors will work well together without one color obscuring another.
Note: Theme pipe colors were defined for use with line width of 1. For pipes that are thicker, less distinct colors
may be needed, unless there is a particular reason to draw attention to that pipe.
Each themed color set contains the complimentary and contrasting colors defined for many possible values.
Colors are used to draw attention to important items using contrasts and are used to create a focal point for
operators. Colors are also used to keep the supporting information subtle by using complimentary colors. Keeping
the colors to one palette or tone helps to create a pleasing visual; especially considering the operators must look
at one display for many hours and if the display is discordant, then operator eye strain and mental fatigue can
result.
Each themed color set has contrasting colors that can be used when animating objects. Since a contrasting color
draws attention to an object, it should be used only when an object is out of range or in alarm. Using a contrasting
color too frequently (or for too frequent of a change) reduces the effect and will tend to be ignored over time.
Using too many contrasting colors can make remembering what the colors signify difficult.
BorderEdgeColor Table
Module select
(157,79,0) pumpkin
BorderEdgeColor_Light_Blue Table
Module select Equipment abnormal
(157,79,0) pumpkin (0, 0, 255) blue 16711680
BorderEdgeColor_Dark_Blue Table
Module select light orange Equipment abnormal (0, 236, 236)
(255,213,174) cyan
BorderEdgeColor_Tan Table
Abnormal Status
Module select (3, 187, 207) cyan Equipment abnormal (0, 0, 255) blue
Along with the ON/OFF colors, discrete devices can also have one of the positions highlighted as abnormal. The
abnormal discrete position is configured in the dynamo edit form. For example, a relief valve dynamo can be
configured such that the OPEN position is abnormal. When the valve is open, the valve outline is wider and the
color is changed to the ABNORMAL Color.
thrDCEdgeColor Sets the value to 1 if the current DC State is the abnormal state
thrDCEdgeWidth Sets the edge width when DC state is abnormal
The analog valve dynamo indicates if the valve is open or closed, similar to a discrete valve. The percent that the
valve must be open to indicate that it is open is user definable.
GN_AVLV_Open OUT value above which the analog valve will show as open
Human factors research shows that reading requires users to focus on each value individually. Operators read the
values and calculate the difference in those values one at a time (that is, serially). While focusing on one value,
the other values on the screen are ignored. Thus, with only numeric displays, operators must periodically focus on
each value and determine whether action is required.
The combination and normalized bar graphs were inspired from Bullet Graphs, described in the publication
Information Dashboard Design – The Effective Visual Communication of Data by Stephen Few.
DeltaV Whitepaper
January 2013 – Page 11 DeltaV Operate Themes
Spatial orientation is also a concept applied to these dynamos. Each dynamo is made up of individual elements.
These elements are placed in the same location across all the dynamos where used. For example, alarm
indication is in the upper left corner for all of the dynamos and mode indication is always to the left of the status
indication. Consistency of element location creates a fixed spatial location within the dynamo for this related
information. This is important because when operators can rely on looking to the same place, the display is less
confusing and they can more quickly scan a display to understand what tags are affected.
Optionally, a user-defined scale can be configured. The user-defined scale can be defined as values, such as low
range = 20 and high range = 80 or can be defined by paths, such as LO_LIM and HI_LIM. When paths are
configured for the range, the range will dynamically adjust in runtime based on the current value of those paths.
Operators are provided indication that the dynamo is based on user-defined scales. When user-defined scales
have been configured for the dynamo, it is indicated with perpendicular lines shown at the ends of the
combination bar graph. Perpendicular lines are shown at both ends of the bar graph to indicate that a partial
range is defined.
The combination bar graph graphically shows the following key information:
Comparison of PV and SP - Shape recognition is used to aid detection. When PV is equal to SP, the PV bar
touches the perpendicular SP bar, forming a ‘T’. If the PV is above SP, a ’t’ is shown. Knowing these shapes
allows the operator scan a display and quickly know how PV and SP compare.
Comparison of PV and SP, when operation is limited to a small portion of the full range - the user defined
scaling can be defined such that even a small differences between PV and SP is very visible within the range
defined. For example, a temperature bar graph may only show the range of 740 – 755, because this is the
range the temperature is normally operated within. The full PV_SCALE may be 0 to 800.
DeltaV Whitepaper
January 2013 – Page 12 DeltaV Operate Themes
Comparison of PV and SP to SP_WRK - When SP_WRK is different from SP, it is shown on the bar graph.
This allows operators to recognize the situation where PV is not equal to SP because SP_WRK is active and
the currently displayed SP value is not being used by the module.
PV and SP relative range - Operators are shown PV and SP are at the appropriate place in range. By default,
the full 0 – 100% PV_Scale (OUT_SCALE for AI) range is shown in the graph. For process values such as
temperature or pH where operation is required within a small percentage of the overall range, the bar graph
can be defined with a partial range.
PV and SP value relative to alarm limits - HI, HIHI, LO and LOLO Alarm limits are shown on the bar graph. If
the PV or SP is near an alarm limit, the operator can determine this from the combination bar graph. The
indication of these alarm locations is shown subtly (such as in grays), providing alarm limit information without
being distracting or creating excessive visual clutter.
The distance between PV and SP on a bar graph always represents the same amount of deviation from that SP,
whether PV is above or below SP. Thus a 2% deviation between PV and SP places PV at the same location on
the bar graph, whether PV is above, or below SP. Since SP is fixed in the middle of the bar graph, it is the current
SP value that defines the current range of PV shown in the bar graph.
By default, the maximum configured bar graph range uses PV_SCALE. In runtime, the bar graph always uses this
maximum. Since the SP value is always in the middle of the graph, when SP is set at 50% of range, the PV
diamond at the end of the bar would indicate that PV was at 0 or 100% of PV_SCALE. If SP is then set to 25% of
PV_SCALE, the PV diamond at the end of the bar graph would indicate that PV was at -25% or 75% of
PV_SCALE. Note that, in this case, PV would be limited to 0 and the diamond would never reach the bottom of
the bar graph range of -25%, because the PV value cannot be outside of the PV_SCALE range.
Optionally, you can have a user-defined maximum configured bar graph range. The user-defined percent of scale
can be defined as either a number or a path that resolves to percent . If the value is set to 10, it equates to +/- 5%
of EU range. So the maximum bar graph range would have zero scale at SP minus 5% of EU range and full scale
on the bar graph is SP plus 5% of EU range for a total of 10%. When using a path, limit the value to between 0
and 100. When a path is configured for the range, the range will dynamically adjust in runtime based on the
current value of that path.
The deviation bar graph graphically shows the following key information:
Comparison of PV and SP - Shape recognition is used to aid detection of PV deviations. When PV equals SP,
only the perpendicular SP line is visible. The greater the deviation, the more visible the PV diamond becomes,
starting as an arrow and growing into the diamond shape. Knowing these shapes allows the operator to scan
a display and quickly know how PV and SP compare.
Pattern recognition to detect the the significance of any PV deviations from SP is possible, when multiple
deviation bar graphs are viewed together, since the SP indication is fixed.
Comparison of PV and SP, when small deviations are important - the user-defined scaling can be defined
such that even a small deviation between PV and SP is very visible and provide this information for any SP
value.
Operators are shown PV and SP at the appropriate place in range. By default, the full 0 – 100% PV_Scale
range is shown in the graph. For process values such as temperature or pH where operation is required
within a small ercentage of the overall range, the bar graph can be defined with a partial range.
PV and SP value relative to alarm limits - HI, DV_HI, LO and DV_LO Alarm limits are shown on the bar graph.
If the PV or SP is near an alarm limit, the operator can determine this from the combination bar graph. The
indication of these alarm locations is shown subtly (such as in grays), providing alarm limit information without
being distracting or creating excessive visual clutter.
By default, the low normal value is defined by the block LO_LIM parameter and the high normal value is defined
by the block HI_LIM parameter. Changing the alarm limit parameters adjusts the percentage of the scale in the
three sections during run time. Optionally, user-defined parameters can be configured for the low and high normal
values.
The normalized bar graph divides PV_SCALE (OUT_SCALE for AI) into three sections as defined by the High
and Low Normal Values. For example, if the full scale is defined as 0 to 100, with LO_LIM equal to 10 and HI_LIM
equal to 70, the three sections would be defined as 0 – 10, 10 – 70 and 70 – 100. PV and SP are positioned
linearly within each section. Therefore, if PV was equal to 5, it would be shown at the midpoint of the low normal
value section. If PV changed to 11, it would be shown on the left side of the normal value section. If PV changed
to 40, it would be positioned at the midpoint of the normal section.
The SP indicator is hidden when the function block definition is the AI block.
Note: If the Low Limit Value is equal to EU0 then the left bar graph will not display. If the High Limit Value is equal
to EU100 then the right bar graph will not display. We recommend that you do not set the LO or HI limits equal to
EU0 or EU100, respectively.
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January 2013 – Page 14 DeltaV Operate Themes
Normalized Bargraph
The normalized bar graph graphically shows the following key information:
Comparison of PV and SP - Shape recognition is used to aid detection. When PV is equal to SP, the PV bar
touches the perpendicular SP bar, forming a ‘T’. If the PV is above SP, a ’t’ is shown. Knowing these shapes
allows the operator scan a display and quickly know how PV and SP compare.
Comparison of PV and SP - based on current defined operating ranges. This graph can be particularly useful
when the portion of the range defined as normal often changes for a value and so it is less likely that the
operator will know where the values should be relative to percent in range. Operators can scan the graph
knowing that the values outside the normal operating range are consistently represented (that is, not in the
fixed, normal section).
Monitoring of PV and SP when the normal operating range is a small percentage of the overall range – Since
the normalized operating section is always shown the same size, the normalized bar graph can be used to
show a small normal operating region as a large portion of the graph. For process values such as
temperature or pH where operation is required within a small percentage of the overall range, the bar graph
Normal Operating Region can be defined such that the operator has improved visibility to PV and SP
movement within this region.
The MultiPoint Trend Dynamo is useful when there are several related values that together form a pattern, such
as multiple temperature values on a column. The trend line shows the comparison of these measurements, so
that the operator can graphically view the pattern and also notice differences in the pattern, without needing to
read and mathematically compare the corresponding numerical values.
Once added to the operator graphic, you can resize the dynamo to better fit on the picture and the type of profile.
In the column example above, you can make the width and height to fit in the column shape on your picture. Also,
the data points do not need to be evenly spaced; instead, the space between them can be adjusted to match the
process.
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Alarm Indication
The dynamo is surrounded by a colored rectangle at run time when a module alarm is active or unacknowledged.
The color corresponds to the highest priority alarm color. When a module's picture is open and selected, a visible
alarm outline is surrounded by a slightly larger rectangle to indicate it is the selected module on the picture.
The alarm icon is also displayed representing the highest priority alarm for that module. The suppressed alarm
icon is visible if there is a suppressed alarm (that would otherwise be active) and there are no other active or
unacknowledged alarms.
Alarm Description
Icon
Critical alarm (active or unacknowledged). Cross-hatching is visible behind the icon when the
alarm is unacknowledged and inactive.
Warning alarm (active or unacknowledged). Cross-hatching is visible behind the icon when the
alarm is unacknowledged and inactive.
Advisory alarm (active or unacknowledged). Cross-hatching is visible behind the icon when the
alarm is unacknowledged and active.
Suppressed alarm (otherwise active). Visible only if there are no other active or
unacknowledged alarms. When the suppressed alarm icon is visible, the status outline
surrounding the dynamo is shown instead of the alarm outline.
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Status Indication
The dynamo shows a status icon and is surrounded by a colored rectangular outline at run time to indicate that a
condition needing attention exists. The status outline is shown when there are no active alarms. The color of the
status outline is based on the named Status border color in the Theme_Colors table. When there are active
alarms, the alarm outline is shown instead.
The visibility of the status outline can be disabled for the following specific types of status.
ShowBorderBadIO Determines the visibility of the status border when the Bad I/O is
present in the module (default=Show)
ShowBorderDCWrongMode Determines the visibility of the DC module dynamos’ status
border when the actual mode of the DC block is not the same as
the normal mode or not the same as the target mode
(default=Show)
The following describes the status icons used in the theme dynamos. These icons include: Mode, module
running state, I/O state, simulate condition, permissive option, and interlock states.
Status Description
Icon
Mode icon - Provides indication when Mode is not as expected. It is visible whenever either of
the following is
true:
the Actual mode of the PID block is not equal to the Normal mode
the Actual mode of the PID block is not equal to the Target mode
Note: For DC modules, the mode icon is visible when Mode <> normal OR Permissive Active
(Permissive Active also causes mode = LO).
Shown in dynamo's lower left corner.
Not Running icon - Visible if the module has any of the following conditions in the module
MSTATUS parameter:
Out of Service
Breakpoint Set
Not Running
Shown in dynamo's lower left corner, to the right of the Mode icon.
Bad IO icon is visible if the module has any of the following conditions in the BLOCK_ERR
parameter:
Out of Service
Readback Failed
Output Failure
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Input Failure
Other Error
The Bad IO icon is never visible when the Not Running icon is visible.
Shown in the dynamo's lower left corner, to the right of the Mode icon.
Simulate Active icon is visible per the Simulation Active condition in the module's
BLOCK_ERR parameter.
The Simulation Active icon is never visible if either the Not Running or Bad IO icon is visible.
Shown in the dynamo's lower left corner, to the right of the Mode icon.
No Permit icon - Visible if the following three things are true in the DC block:
DEVICE_OPTS parameter is set to Permissive
DC_STATE is set to Confirmed Passive
there is no permit.
Shown in the dynamo's upper right corner.
Interlock Bypassed icon - Visible if the module level BYPASSED parameter is True. Used only
in modules containing a DC block.
Shown in the middle of the dynamo's right side.
Interlocked icon - Visible if DC_STATE of the DC block is Shutdown/Interlock.
Shown in the dynamo's lower right corner.
For light grey text, the difference is 101 (226 – 125). Since this is less than 130, there is not enough contrast to
recommend using this color for items that must be read (although it may be OK as an accent color).
However, for dark blue text the difference is 177 (226 – 49), and therefore should offer enough contrast to be
used as a text color.
The Tables.lst file is used by DeltaV Operate as the master list of what color sets to use. The order of the color
sets in this list is very important for the proper display of color in displays. Do not rearrange or delete the color set
st
names in this list. This means that the Shades of Silver Theme color set must always be the 21 entry in this list.
There are a number of blank locations (called Custom Color Set Placeholders) in the table.lst file. For upgrading
systems, it is very important that if you have created custom color sets, that they are included in this file, in the
exact same distance from the top. Replace one of the placeholder locations with the name of your color set.
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