2009 ASM Displays GL Webinar v014aaa.pdf
YamirFlorez1
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60 slides
Jul 03, 2024
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About This Presentation
fefd
Slide Content
Page 1ASM-HCS Interaction Reqts Webinar.ppt
ASM Consortium Proprietary
ASM
This document and the information contained herein ar e confidential to the ASM Consortium and the propert y of Honeywell International, and are
made available only to ASM Consortium member company employees. This document, and any copy thereof, and the i nformation contained
herein shall be maintained in strictest confidence; sh all not be disclosed or distributed (a) to persons w ho are not ASM Consortium employees, or
(b) to ASM Consortium employees for whom such information is not necessary in connection with their assigned responsibilities. When the
employee in possession of this document terminates employment with the ASM member company, this document and any copies thereof shall
be returned to the employee’s manager. There shall b e no exceptions to the terms and conditions set forth herein except as authorized in writing
by the responsible ASM Program Manager in accordance with the provisions of the ASM Consortium Agreement.
An Introduction to the ASM Guidelines
Effective Operator Display Design
2009 ASM Webinar
Communications Program
An Introduction to the ASM Guidelines
Effective Operator Display Design
2009 ASM Webinar
Communications Program
Dal Vernon Reising
Peter Bullemer
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com
ASM Consortium Proprietary
ASM
This document and the information contained herein ar e confidential to the ASM Consortium and the propert y of Honeywell International, and are
made available only to ASM Consortium member company employees. This document, and any copy thereof, and the i nformation contained
herein shall be maintained in strictest confidence; sh all not be disclosed or distributed (a) to persons w ho are not ASM Consortium employees, or
(b) to ASM Consortium employees for whom such information is not necessary in connection with their assigned responsibilities. When the
employee in possession of this document terminates employment with the ASM member company, this document and any copies thereof shall
be returned to the employee’s manager. There shall b e no exceptions to the terms and conditions set forth herein except as authorized in writing
by the responsible ASM Program Manager in accordance with the provisions of the ASM Consortium Agreement.
An Introduction to the ASM Guidelines
Effective Operator Display Design
2009 ASM Webinar
Communications Program
An Introduction to the ASM Guidelines
Effective Operator Display Design
2009 ASM Webinar
Communications Program
Dal Vernon Reising
Peter Bullemer
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com
Page 2
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Webinar Presenters Webinar Presenters
•
Dr. Dal Vernon Reising
– Senior partner, HCS, human factors consulting grou p
– Ph.D. in Industrial Engineering
– Participation in ASM program since 1999, including role
as Principal Investigator
•
Dr. Peter Bullemer
– Senior partner, HCS, human factors consulting grou p
– Ph.D. in Cognitive Science
– Participation in ASM program since 1993, including roles
as Director and Principle Investigator
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Webinar Presenters Webinar Presenters
•
Dr. Dal Vernon Reising
– Senior partner, HCS, human factors consulting grou p
– Ph.D. in Industrial Engineering
– Participation in ASM program since 1999, including role
as Principal Investigator
•
Dr. Peter Bullemer
– Senior partner, HCS, human factors consulting grou p
– Ph.D. in Cognitive Science
– Participation in ASM program since 1993, including roles
as Director and Principle Investigator
Page 3
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Poll Slide 1 (Placeholder) Poll Slide 1 (Placeholder)
•
How would you characterize your current employer in
the industry?
–Operating company site
–Operating company corporate
–Consultant
–Engineering firm
–DCS vendor company
–Advanced applications / tools vendor company
–Other
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Poll Slide 1 (Placeholder) Poll Slide 1 (Placeholder)
•
How would you characterize your current employer in
the industry?
–Operating company site
–Operating company corporate
–Consultant
–Engineering firm
–DCS vendor company
–Advanced applications / tools vendor company
–Other
Page 4
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Poll Slide 2 (Placeholder) Poll Slide 2 (Placeholder)
•
What is your experience level with the ASM®
“Effective Operator Display Design” guidelines
document?
–Only heard about it, but don’t know much about it
–Have not read it, but have seen “ASM display” examples
before
–Skimmed through the document
–Read it from cover to cover
–Used the document in the context of my work
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Poll Slide 2 (Placeholder) Poll Slide 2 (Placeholder)
•
What is your experience level with the ASM®
“Effective Operator Display Design” guidelines
document?
–Only heard about it, but don’t know much about it
–Have not read it, but have seen “ASM display” examples
before
–Skimmed through the document
–Read it from cover to cover
–Used the document in the context of my work
Page 5
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Abnormal Situation Management® Abnormal Situation Management®
® Abnormal Situation Management and ASM are US registered trademarks of Honeywell Inc.
Founded in 1994
Creating a new paradigm
for the operation of
complex industrial plants,
with solution concepts
that improve Operations’
ability to prevent and
respond to abnormal
situations.
www.asmconsortium.org
A Joint Research and Development Consortium A Joint Research and Development Consortium
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Abnormal Situation Management® Abnormal Situation Management®
® Abnormal Situation Management and ASM are US registered trademarks of Honeywell Inc.
Founded in 1994
Creating a new paradigm
for the operation of
complex industrial plants,
with solution concepts
that improve Operations’
ability to prevent and
respond to abnormal
situations.
www.asmconsortium.org
A Joint Research and Development Consortium A Joint Research and Development Consortium
Page 6
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
What is an Abnormal Situation? What is an Abnormal Situation?
AAn industrial process is being disturbed and the
automated control system can not cope
...
AConsequently, the operations team must
intervene to supplement the control system.
AImpacts
profitability
in multiple ways:
Product Quality
Product Thruput
Personal Injury
Loss of Life
Equipment Damage
Job Satisfaction
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
What is an Abnormal Situation? What is an Abnormal Situation?
AAn industrial process is being disturbed and the
automated control system can not cope
...
AConsequently, the operations team must
intervene to supplement the control system.
AImpacts
profitability
in multiple ways:
Product Quality
Product Thruput
Personal Injury
Loss of Life
Equipment Damage
Job Satisfaction
Page 7
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Plant Operating Target
Plant Capacity Limit
Daily Production Level Daily Production Level
Days per Year
Optimization efforts
Operational Constraints
95%
100%
< 60%
Total Feed
0
5
1 0
1 5
2 0
2 8 0
2 9 0
3 0 0
3 1 0
3 2 0
3 3 0
3 4 0
3 5 0
3 6 0
3 7 0
3 8 0
3 9 0
4 0 0
4 1 0
4 2 0
4 3 0
4 4 0
4 5 0
4 6 0
4 7 0
4 8 0
4 9 0
5 0 0
5 1 0
5 2 0
5 3 0
5 4 0
5 5 0
5 6 0
5 7 0
5 8 0
5 9 0
6 0 0
6 1 0
6 2 0
Ra te
$33.5 M
Total Feed
0
2
4
6
8
1 0
1 2
1 4
1 6
1 8
2 8 0
2 9 0
3 0 0
3 1 0
3 2 0
3 3 0
3 4 0
3 5 0
3 6 0
3 7 0
3 8 0
3 9 0
4 0 0
4 1 0
4 2 0
4 3 0
4 4 0
4 5 0
4 6 0
4 7 0
4 8 0
4 9 0
5 0 0
5 1 0
5 2 0
5 3 0
5 4 0
5 5 0
5 6 0
5 7 0
5 8 0
5 9 0
6 0 0
6 1 0
6 2 0
$38.5 M
0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
3 0 0
1 1 2
1 1 5
1 1 8
1 2 1
1 2 4
1 2 7
1 3 0
1 3 3
1 3 6
1 3 9
1 4 2
1 4 5
1 4 8
1 5 1
1 5 4
1 5 7
1 6 0
1 6 3
1 6 6
1 6 9
1 7 2
1 7 4
1 7 7
1 8 0
1 8 3
P r o duc t i o n r a t e
3.2%
5.8%
0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
3 0 0
457
463
468
474
480
486
492
497
503
509
515
520
526
532
538
543
549
555
561
567
572
578
584
590
595
F eed R a t e
1 5 0 3
$24.2M
1 σ 1 σ1 σ 1 σ 2 σ 2 σ2 σ 2 σ
Summarized Production Data
Plant Incidents
33.5M
38.5M24.2M
5.8%
Source: ASM Consortium Research
Making the Business Case Unexpected Events Cost 3-8% of Capacity Making the Business Case Unexpected Events Cost 3-8% of Capacity
~ $10 Billion annually in lost production !
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Plant Operating Target
Plant Capacity Limit
Daily Production Level Daily Production Level
Days per Year
Optimization efforts
Operational Constraints
95%
100%
< 60%
Total Feed
0
5
1 0
1 5
2 0
2 8 0
2 9 0
3 0 0
3 1 0
3 2 0
3 3 0
3 4 0
3 5 0
3 6 0
3 7 0
3 8 0
3 9 0
4 0 0
4 1 0
4 2 0
4 3 0
4 4 0
4 5 0
4 6 0
4 7 0
4 8 0
4 9 0
5 0 0
5 1 0
5 2 0
5 3 0
5 4 0
5 5 0
5 6 0
5 7 0
5 8 0
5 9 0
6 0 0
6 1 0
6 2 0
Ra te
$33.5 M
Total Feed
0
2
4
6
8
1 0
1 2
1 4
1 6
1 8
2 8 0
2 9 0
3 0 0
3 1 0
3 2 0
3 3 0
3 4 0
3 5 0
3 6 0
3 7 0
3 8 0
3 9 0
4 0 0
4 1 0
4 2 0
4 3 0
4 4 0
4 5 0
4 6 0
4 7 0
4 8 0
4 9 0
5 0 0
5 1 0
5 2 0
5 3 0
5 4 0
5 5 0
5 6 0
5 7 0
5 8 0
5 9 0
6 0 0
6 1 0
6 2 0
$38.5 M
0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
3 0 0
1 1 2
1 1 5
1 1 8
1 2 1
1 2 4
1 2 7
1 3 0
1 3 3
1 3 6
1 3 9
1 4 2
1 4 5
1 4 8
1 5 1
1 5 4
1 5 7
1 6 0
1 6 3
1 6 6
1 6 9
1 7 2
1 7 4
1 7 7
1 8 0
1 8 3
P r o duc t i o n r a t e
3.2%
5.8%
0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
3 0 0
457
463
468
474
480
486
492
497
503
509
515
520
526
532
538
543
549
555
561
567
572
578
584
590
595
F eed R a t e
1 5 0 3
$24.2M
1 σ 1 σ1 σ 1 σ 2 σ 2 σ2 σ 2 σ
Summarized Production Data
Plant Incidents
33.5M
38.5M24.2M
5.8%
Source: ASM Consortium Research
Making the Business Case Unexpected Events Cost 3-8% of Capacity Making the Business Case Unexpected Events Cost 3-8% of Capacity
~ $10 Billion annually in lost production !
Page 8
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Webinar Overview Webinar Overview
•
This webinar aims to
– Present
a case study on the
valueof “ASM graphics”
– Introduce
people to the
contents
of Effective Operator Display
Designguidelines document
– Discuss
some common pitfalls
in
using guidelines
– Suggest
how
the document
might be used
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Webinar Overview Webinar Overview
•
This webinar aims to
– Present
a case study on the
valueof “ASM graphics”
– Introduce
people to the
contents
of Effective Operator Display
Designguidelines document
– Discuss
some common pitfalls
in
using guidelines
– Suggest
how
the document
might be used
Page 9
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Purpose and Scope Purpose and Scope
•
While this document does describe
“what to do,”
it is not intended to
be a
“how to guide”
to the design of the plant policy or work
processes
•
Examples are provided in the Guideline book to help explain the
guidelines,
but the examples might NOT provide the best
implementation for your site
•
Communicate
the ASM® Consortium
recommendations
for the effective design and use of
operator graphics and field device displays
•
Enable
assessment of the quality
of a company’s
operator displays and console configuration
from the
perspective of their potential impact on abnormal
situation management
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Purpose and Scope Purpose and Scope
•
While this document does describe
“what to do,”
it is not intended to
be a
“how to guide”
to the design of the plant policy or work
processes
•
Examples are provided in the Guideline book to help explain the
guidelines,
but the examples might NOT provide the best
implementation for your site
•
Communicate
the ASM® Consortium
recommendations
for the effective design and use of
operator graphics and field device displays
•
Enable
assessment of the quality
of a company’s
operator displays and console configuration
from the
perspective of their potential impact on abnormal
situation management
Page 10
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Development Guideline Development
•
Operator interface design has been an important foc us of the ASM
Consortium since its origin in 1994 •
During the NIST-funded Phase of the Consortium (1996-1998)
– Conducted site practice assessments, identifying b est practices including those
for operator graphics and display design
– Prototyped an advanced information system (AEGIS) that applied pacesetter
concepts to operator graphics
•
Drafted initial guidelines document in 2000, based on site practices
•
Conducted an Operator Graphics Workshop in Fall 2000 to identify
additional practices and solicit feedback on guidel ines •
Published document for ASM member use in 2000
– Project Team—Honeywell Labs, Consortium User Members &
workshop attendees
– Critical Review Team—ASMC User Members
•
Major refinements to the document in 2003, 2004, 20 07 and 2009
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Development Guideline Development
•
Operator interface design has been an important foc us of the ASM
Consortium since its origin in 1994 •
During the NIST-funded Phase of the Consortium (1996-1998)
– Conducted site practice assessments, identifying b est practices including those
for operator graphics and display design
– Prototyped an advanced information system (AEGIS) that applied pacesetter
concepts to operator graphics
•
Drafted initial guidelines document in 2000, based on site practices
•
Conducted an Operator Graphics Workshop in Fall 2000 to identify
additional practices and solicit feedback on guidel ines •
Published document for ASM member use in 2000
– Project Team—Honeywell Labs, Consortium User Members &
workshop attendees
– Critical Review Team—ASMC User Members
•
Major refinements to the document in 2003, 2004, 20 07 and 2009
Page 11
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Some Initial ASM Concepts Some Initial ASM Concepts
Objective •
Define ASM-based user interface
concepts and features that
improve
usability and effectiveness of the
human-machine interactions
in the
process control operations
environment
Key Solution Concepts & Innovations
•
Single, Integrated View of Multi-Level Hierarchy
•
Mixed Initiative Approach
•
Effective Window Management and Layout
•
Effective Navigation Scheme
•
Visual Coding Scheme
•
Interaction Objects
•
Contextual Menus & Information presentation
•
Task View Organization
Trend Window Trend Window
Trend Window Trend Window
At mos ph ere 17 5#
St ea m
Ris er/ Reg ener at or
W as te Hea t
Combus t ion A ir
Feed P re hea t
Frac t ion at or
-1 0
+ 102
-3 5
-15
- 4 5
-35
-35
At mos ph ere 17 5#
St ea m
Ris er/ Reg ener at or
W as te Hea t
Combus t ion A ir
Feed P re hea t
Frac t ion at or Frac t ion at or
-1 0-1 0
+ 102
-3 5
-15-15-15
- 4 5 - 4 5
-35-35
-35-35
X
T ime/ Dat e
St at usEvi dence
Source
Ag e
10 :14:3 4 12/ 15/ 96 00: 00
Aut o F ilt er
ACK
Emergen cy
Re sp onse
T ype
T rip
Overh ead R eceiver Pressur e PC204
PV SP O P
14
13
12
11
30 Minu te
100
80
60
40
20
00
Hist ory Log Adviso ry
UI N Libra ry
Chroni cAlarms
Acti ve U IN
Tre nd
9: 44: 34 12/ 15/ 96
10 :14 :34 1 2/1 5/9 6 00: 15PVDEVHI
Edi t> > Deact ivat e New >>
Na me
Ral ph15
Aut hor Ral ph F I Dev
JoeT imeJoe F R emi nd
Anna 5Anna T imer
Ral ph6Ral phF I Dev
Ral ph4Ral ph R emi nd
Ral ph2Ral ph T I Chng
Anna 1Anna T I Chng
W at ch.. . In terven e In ve st iga te
10 :14:3 4 12/ 15/ 96 00: 00R equest
X
T ime/ Dat e
St at usEvi dence
Source
Ag e
10 :14:3 4 12/ 15/ 96 00: 00
Aut o F ilt er
ACK
Emergen cy Emergen cy
Re sp onse
T ype
T rip
Overh ead R eceiver Pressur e PC204
PV SP O P
14
13
12
11
30 Minu te
100
80
60
40
20
00
Hist ory Log Adviso ryHist ory Log Adviso ry
UI N Libra ry UI N Libra ry
Chroni cAlarms
Acti ve U IN Acti ve U IN
Tre nd Tre nd Tre nd
9: 44: 34 12/ 15/ 96
10 :14 :34 1 2/1 5/9 6 00: 15PVDEVHI
Edi t> > Deact ivat e New >>
Na me
Ral ph15
Aut hor Ral ph F I Dev
JoeT imeJoe F R emi nd
Anna 5Anna T imer
Ral ph6Ral phF I Dev
Ral ph4Ral ph R emi nd
Ral ph2Ral ph T I Chng
Anna 1Anna T I Chng
W at ch.. . In terven e In ve st iga te
10 :14:3 4 12/ 15/ 96 00: 00R equest
HCO
LCO
H Naph tha
Ov er h ead
W aste Heat
Riser /Regen
F r actiona tor
Com bust ion Air
Feed P r eh eat
Confi gure S pec s Log N ote Control
C omp resso r
Ref lux
Evid ence
Receiver
HCOHCO
LCOLCO
H Naph tha H Naph tha
Ov er h ead Ov er h ead Ov er h ead
W aste Heat
Riser /Regen
F r actiona tor
Com bust ion Air
Feed P r eh eat
Confi gure S pec s Log N ote Control
C omp resso r
Ref lux Ref lux
Evid ence Evid ence Evid ence
Receiver
HCO
LCO
H Nap htha
O ver head
Waste H eat
Riser /Regen
Fr actio nator
Co mbu stio n Air
Feed P r eheat
C onfi gure S pecs Log Note Control
Com pr essor
Reflux
Ev idence
Receiver
HCOHCO
LCOLCO
H Nap htha H Nap htha
O ver head O ver head O ver head
Waste H eat
Riser /Regen
Fr actio nator
Co mbu stio n Air
Feed P r eheat
C onfi gure S pecs Log Note Control
Com pr essor
Reflux Reflux
Ev idence Ev idence Ev idence
Receiver
Documentation Task WindowGoals/Plans/Actions Window
Speci fications on
Things
•T his is a
•st ring of text
•Descri bin g s
•stuff
Diagnostic Window
Status Window
Notifications Window
Operations Window
Operations Window
•malfunction
•goals
•alarms
•message
•plan 1 status
•plan 2 status •plant3 status
•plan 4 status
•plan 5 status
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Some Initial ASM Concepts Some Initial ASM Concepts
Objective •
Define ASM-based user interface
concepts and features that
improve
usability and effectiveness of the
human-machine interactions
in the
process control operations
environment
Key Solution Concepts & Innovations
•
Single, Integrated View of Multi-Level Hierarchy
•
Mixed Initiative Approach
•
Effective Window Management and Layout
•
Effective Navigation Scheme
•
Visual Coding Scheme
•
Interaction Objects
•
Contextual Menus & Information presentation
•
Task View Organization
Trend Window Trend Window
Trend Window Trend Window
At mos ph ere 17 5#
St ea m
Ris er/ Reg ener at or
W as te Hea t
Combus t ion A ir
Feed P re hea t
Frac t ion at or
-1 0
+ 102
-3 5
-15
- 4 5
-35
-35
At mos ph ere 17 5#
St ea m
Ris er/ Reg ener at or
W as te Hea t
Combus t ion A ir
Feed P re hea t
Frac t ion at or Frac t ion at or
-1 0-1 0
+ 102
-3 5
-15-15-15
- 4 5 - 4 5
-35-35
-35-35
X
T ime/ Dat e
St at usEvi dence
Source
Ag e
10 :14:3 4 12/ 15/ 96 00: 00
Aut o F ilt er
ACK
Emergen cy
Re sp onse
T ype
T rip
Overh ead R eceiver Pressur e PC204
PV SP O P
14
13
12
11
30 Minu te
100
80
60
40
20
00
Hist ory Log Adviso ry
UI N Libra ry
Chroni cAlarms
Acti ve U IN
Tre nd
9: 44: 34 12/ 15/ 96
10 :14 :34 1 2/1 5/9 6 00: 15PVDEVHI
Edi t> > Deact ivat e New >>
Na me
Ral ph15
Aut hor Ral ph F I Dev
JoeT imeJoe F R emi nd
Anna 5Anna T imer
Ral ph6Ral phF I Dev
Ral ph4Ral ph R emi nd
Ral ph2Ral ph T I Chng
Anna 1Anna T I Chng
W at ch.. . In terven e In ve st iga te
10 :14:3 4 12/ 15/ 96 00: 00R equest
X
T ime/ Dat e
St at usEvi dence
Source
Ag e
10 :14:3 4 12/ 15/ 96 00: 00
Aut o F ilt er
ACK
Emergen cy Emergen cy
Re sp onse
T ype
T rip
Overh ead R eceiver Pressur e PC204
PV SP O P
14
13
12
11
30 Minu te
100
80
60
40
20
00
Hist ory Log Adviso ryHist ory Log Adviso ry
UI N Libra ry UI N Libra ry
Chroni cAlarms
Acti ve U IN Acti ve U IN
Tre nd Tre nd Tre nd
9: 44: 34 12/ 15/ 96
10 :14 :34 1 2/1 5/9 6 00: 15PVDEVHI
Edi t> > Deact ivat e New >>
Na me
Ral ph15
Aut hor Ral ph F I Dev
JoeT imeJoe F R emi nd
Anna 5Anna T imer
Ral ph6Ral phF I Dev
Ral ph4Ral ph R emi nd
Ral ph2Ral ph T I Chng
Anna 1Anna T I Chng
W at ch.. . In terven e In ve st iga te
10 :14:3 4 12/ 15/ 96 00: 00R equest
HCO
LCO
H Naph tha
Ov er h ead
W aste Heat
Riser /Regen
F r actiona tor
Com bust ion Air
Feed P r eh eat
Confi gure S pec s Log N ote Control
C omp resso r
Ref lux
Evid ence
Receiver
HCOHCO
LCOLCO
H Naph tha H Naph tha
Ov er h ead Ov er h ead Ov er h ead
W aste Heat
Riser /Regen
F r actiona tor
Com bust ion Air
Feed P r eh eat
Confi gure S pec s Log N ote Control
C omp resso r
Ref lux Ref lux
Evid ence Evid ence Evid ence
Receiver
HCO
LCO
H Nap htha
O ver head
Waste H eat
Riser /Regen
Fr actio nator
Co mbu stio n Air
Feed P r eheat
C onfi gure S pecs Log Note Control
Com pr essor
Reflux
Ev idence
Receiver
HCOHCO
LCOLCO
H Nap htha H Nap htha
O ver head O ver head O ver head
Waste H eat
Riser /Regen
Fr actio nator
Co mbu stio n Air
Feed P r eheat
C onfi gure S pecs Log Note Control
Com pr essor
Reflux Reflux
Ev idence Ev idence Ev idence
Receiver
Documentation Task WindowGoals/Plans/Actions Window
Speci fications on
Things
•T his is a
•st ring of text
•Descri bin g s
•stuff
Diagnostic Window
Status Window
Notifications Window
Operations Window
Operations Window
•malfunction
•goals
•alarms
•message
•plan 1 status
•plan 2 status •plant3 status
•plan 4 status
•plan 5 status
Page 12
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The Instantiation of the initial ASM
Operator Interface Concept
The Instantiation of the initial ASM
Operator Interface Concept
For Proactive Monitoring: •
Simultaneous, integrated view of
increasing plant detail
•
Integrated Trending
•
Integrated alarm management into
graphics and navigation tabs
For Fast Response: •
Multi-windowing with controlled
window management
•
“Yoked” navigation between display
levels
•
Tabbed navigation within a display
level
•
Graphics design
– e.g., Color-coding only for critical information – like alarms, No 3D graphical
objects, etc.
•
Right-mouse click access to online documentation
– e.g., Alarm Objective Analysis documents, procedur es, etc.
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The Instantiation of the initial ASM
Operator Interface Concept
The Instantiation of the initial ASM
Operator Interface Concept
For Proactive Monitoring: •
Simultaneous, integrated view of
increasing plant detail
•
Integrated Trending
•
Integrated alarm management into
graphics and navigation tabs
For Fast Response: •
Multi-windowing with controlled
window management
•
“Yoked” navigation between display
levels
•
Tabbed navigation within a display
level
•
Graphics design
– e.g., Color-coding only for critical information – like alarms, No 3D graphical
objects, etc.
•
Right-mouse click access to online documentation
– e.g., Alarm Objective Analysis documents, procedur es, etc.
Page 13
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ASM-style Operator Interface
Case Study
ASM-style Operator Interface
Case Study
vs. vs.
ASM-style Console Simulator
GG
GG
G
G
PC
PC
ASM-style Console Simulator ASM-style Console Simulator
GG
GG
G
G
PC
PC
GU
UU
GG
UU
Traditional Console Simulator
GU
UU
GG
UU
Traditional Console Simulator
ASM-Style Console Simulator
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ASM-style Operator Interface
Case Study
ASM-style Operator Interface
Case Study
vs. vs.
ASM-style Console Simulator
GG
GG
G
G
PC
PC
ASM-style Console Simulator ASM-style Console Simulator
GG
GG
G
G
PC
PC
GU
UU
GG
UU
Traditional Console Simulator
GU
UU
GG
UU
Traditional Console Simulator
ASM-Style Console Simulator
Page 14
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ASM Style
Case Study Results Pre-Test Results Case Study Results Pre-Test Results
•
No average differences between
the two groups of operators for:
–Years of experience as an
operator
–Years of experience as an
operator at this company
–Years of experience as a
console operator
–# of process areas qualified
in
Group Comparison Metrics
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ASM Style
Case Study Results Pre-Test Results Case Study Results Pre-Test Results
•
No average differences between
the two groups of operators for:
–Years of experience as an
operator
–Years of experience as an
operator at this company
–Years of experience as a
console operator
–# of process areas qualified
in
Group Comparison Metrics
Page 15
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Traditional Traditional
ASMASM--Style Style
Case Study Results Scenario Evaluation Results Case Study Results Scenario Evaluation Results
•
The operators using the ASM-
style interface took
significantly less time
to deal
with the event and as a group,
were more
consistent in
doing so!
– An average of 10.6 minutes
vs. 18.1 minutes for those
using the traditional console –A 41% improvement
Operator performance measure:
Total Completion Time
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Traditional Traditional
ASMASM--Style Style
Case Study Results Scenario Evaluation Results Case Study Results Scenario Evaluation Results
•
The operators using the ASM-
style interface took
significantly less time
to deal
with the event and as a group,
were more
consistent in
doing so!
– An average of 10.6 minutes
vs. 18.1 minutes for those
using the traditional console –A 41% improvement
Operator performance measure:
Total Completion Time
Page 16
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Case Study Results Scenario Evaluation Results Case Study Results Scenario Evaluation Results
•
Detecting the event BEFORE
the first alarm
– On average, operators using
the ASM-style interface
detected an event before the
alarm 48% of the time
–A 38% improvement
•
Successful completion of the
scenario
– On average, operators using
the ASM-style interface
successfully dealt with the
situation 96% of the time
–A 26% improvement
Operator performance measures:
Interface Type
Scenario
Traditional Human-centered
1 60% 100% 2 70% 100% 3 80% 91% 4 70% 91%
Mean
70.0%
95.5%
Interface Type
Scenario
Traditional Human-centered
1 0% 27% 2 10% 82% 3 10% 82% 4 20% 0%
Mean
10.0%
47.7%
ASM-style ASM-style
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Case Study Results Scenario Evaluation Results Case Study Results Scenario Evaluation Results
•
Detecting the event BEFORE
the first alarm
– On average, operators using
the ASM-style interface
detected an event before the
alarm 48% of the time
–A 38% improvement
•
Successful completion of the
scenario
– On average, operators using
the ASM-style interface
successfully dealt with the
situation 96% of the time
–A 26% improvement
Operator performance measures:
Interface Type
Scenario
Traditional Human-centered
1 60% 100% 2 70% 100% 3 80% 91% 4 70% 91%
Mean
70.0%
95.5%
Interface Type
Scenario
Traditional Human-centered
1 0% 27% 2 10% 82% 3 10% 82% 4 20% 0%
Mean
10.0%
47.7%
ASM-style ASM-style
Page 17
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Economic Impact Estimation Economic Impact Estimation
•
The
estimated total economic savings
for the unit with the
traditional console (a 1.8 Blb/year ethylene plant) , were it to adopt the
ASM-style interface was
– On average, $1,090K CAD/year (~$870K USD/year, circa 2005)
– The median (considered most likely) was
$1,000K CAD/year
(~$800K USD/year, circa 2005)
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Economic Impact Estimation Economic Impact Estimation
•
The
estimated total economic savings
for the unit with the
traditional console (a 1.8 Blb/year ethylene plant) , were it to adopt the
ASM-style interface was
– On average, $1,090K CAD/year (~$870K USD/year, circa 2005)
– The median (considered most likely) was
$1,000K CAD/year
(~$800K USD/year, circa 2005)
Page 18
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ASM Supervisory Control Model ASM Supervisory Control Model
•
Based on traditional Human Information Processing model
•
Includes Psychological stages of Situation Awareness
Operator Mental & Physical Activities
Situation Awareness (1-3)
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Operator Mental & Physical Activities
-
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Situation Awareness (1 3)
Operator Mental & Physical Activities
Situation Awareness (1-3)
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Operator Mental & Physical Activities
-
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Situation Awareness (1 3)
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ASM Supervisory Control Model ASM Supervisory Control Model
•
Based on traditional Human Information Processing model
•
Includes Psychological stages of Situation Awareness
Operator Mental & Physical Activities
Situation Awareness (1-3)
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Operator Mental & Physical Activities
-
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Situation Awareness (1 3)
Operator Mental & Physical Activities
Situation Awareness (1-3)
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Operator Mental & Physical Activities
-
Inputs from Process
(sensors, analyzers, radios,
video, instructions, sounds &
smells)
(1) Sensing,
Perception,
and/or
Discrimination
(2) Analysis,
Interpretation,
and/or
(3) Projection
Physical and/or
Verbal
Response
Outputs to Process
(SP, OP%, Manual
adjustments)
External Feedback
Internal Feedback
Assessing
Evaluating Orienting Acting
Process
State
Situation Awareness (1 3)
Page 19
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Managing Abnormal Situations Some Influences on Intervention Success Managing Abnormal Situations Some Influences on Intervention Success
Orienting
Evaluating
Acting
Assessing
• Information
overload
• Missing information
• Inappropriate level
of detail
• Vigilance decrement
• Difficult navigation
• Distracting
environment
• Inconsistent
information
• Inaccurate
information
• Conflicting priorities
• Lack of knowledge
• Inappropriate detail
• Poor information
accessibility
• Inadequate
communications
• Deficient / complex
procedures
• Fail to follow
procedures
• Inappropriate actions
• Lack of experience
• Inadequate feedback
• Lack “big picture”
view
• Inaccurate
information
• Inadequate
information
• Erroneous
conclusions
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Managing Abnormal Situations Some Influences on Intervention Success Managing Abnormal Situations Some Influences on Intervention Success
Orienting
Evaluating
Acting
Assessing
• Information
overload
• Missing information
• Inappropriate level
of detail
• Vigilance decrement
• Difficult navigation
• Distracting
environment
• Inconsistent
information
• Inaccurate
information
• Conflicting priorities
• Lack of knowledge
• Inappropriate detail
• Poor information
accessibility
• Inadequate
communications
• Deficient / complex
procedures
• Fail to follow
procedures
• Inappropriate actions
• Lack of experience
• Inadequate feedback
• Lack “big picture”
view
• Inaccurate
information
• Inadequate
information
• Erroneous
conclusions
Page 20
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Effective Operator Display Design
Document Overview
Effective Operator Display Design
Document Overview
•
Sixteen Guideline Categories
– Display Types, Display Content, Display Style,
Display Layout
– Color, Symbols and Process Connections, Text
and Numbers
– Navigation, Interaction and Displays
– Alarm Configuration Scheme, Audible
Annunciation for Alarms, Visual Annunciation
for Alarms
– Training Program, Online Guidance, Design
Methodology, Management of Change
•
81 guidelines
in total across these 16
categories
•
Guidelines are prioritized
– Priority “
1
” – rated as one of the
minimum
set of
guidelines for achieving an ASM good quality practice.
– Priority “
2
” – one of the
comprehensive
set of
guidelines for achieving an ASM high quality practice.
– Priority “
3
” – one of the
advanced
set of guidelines for
achieving an ASM best practice
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Effective Operator Display Design
Document Overview
Effective Operator Display Design
Document Overview
•
Sixteen Guideline Categories
– Display Types, Display Content, Display Style,
Display Layout
– Color, Symbols and Process Connections, Text
and Numbers
– Navigation, Interaction and Displays
– Alarm Configuration Scheme, Audible
Annunciation for Alarms, Visual Annunciation
for Alarms
– Training Program, Online Guidance, Design
Methodology, Management of Change
•
81 guidelines
in total across these 16
categories
•
Guidelines are prioritized
– Priority “
1
” – rated as one of the
minimum
set of
guidelines for achieving an ASM good quality practice.
– Priority “
2
” – one of the
comprehensive
set of
guidelines for achieving an ASM high quality practice.
– Priority “
3
” – one of the
advanced
set of guidelines for
achieving an ASM best practice
Page 21
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Guideline Structure –p. 1 Guideline Structure –p. 1
6.1Use a minimum of color codes consistently
across display hierarchy levels.
Priority 1
Why?Consistent, distinguishable color codes allow operators to learn the codes and the
meaning behind them.
How it Works
The number of colors used to code categories of objects shou ld be kept to seven or
less, and be consistently applied. Seven corresponds to the number of items that
can generally be kept in short term memory (Wickens and Hol lands, 1999). The
seven color codes do not limit the coding of other inform ation separate from the
category information. For example, an unacknowledged, high alarm could be a
brighter, more saturated yellow, which is distinct from a n acknowledged high alarm
that would be a paler, less saturated yellow. These two ‘states’ of high alarms are
distinct from red color-coded emergency alarms, which are e ither more or less
saturated depending on their state of acknowledgement.
In general, color coding to indicate materials in process lines is not recommended in
normal display view because it can draw the operator’s att ention away from more
critical information. If one insists on showing lines colo red based on material they
contain, then colors should be implemented such that they can be toggled on and off
(or show this representation in a view generated by the IT system supporting the
plant).
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www.applyHCS.com www.applyHCS.com
Guideline Structure –p. 1 Guideline Structure –p. 1
6.1Use a minimum of color codes consistently
across display hierarchy levels.
Priority 1
Why?Consistent, distinguishable color codes allow operators to learn the codes and the
meaning behind them.
How it Works
The number of colors used to code categories of objects shou ld be kept to seven or
less, and be consistently applied. Seven corresponds to the number of items that
can generally be kept in short term memory (Wickens and Hol lands, 1999). The
seven color codes do not limit the coding of other inform ation separate from the
category information. For example, an unacknowledged, high alarm could be a
brighter, more saturated yellow, which is distinct from a n acknowledged high alarm
that would be a paler, less saturated yellow. These two ‘states’ of high alarms are
distinct from red color-coded emergency alarms, which are e ither more or less
saturated depending on their state of acknowledgement.
In general, color coding to indicate materials in process lines is not recommended in
normal display view because it can draw the operator’s att ention away from more
critical information. If one insists on showing lines colo red based on material they
contain, then colors should be implemented such that they can be toggled on and off
(or show this representation in a view generated by the IT system supporting the
plant).
Page 22
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ASM
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Structure –p. 1 Guideline Structure –p. 1
6.1 Use a minimum of color codes consistently across
display hierarchy levels.
Priority 1
Why?Consistent, distinguishable color codes allow operators to learn the
codes and the meaning behind them.
How it Works
The number of colors used to code categories of objects shou ld be kept to seven or
less, and be consistently applied. Seven corresponds to the number of items that
can generally be kept in short term memory (Wickens and Hol lands, 1999). The
seven color codes do not limit the coding of other inform ation separate from the
category information. For example, an unacknowledged, high alarm could be a
brighter, more saturated yellow, which is distinct from a n acknowledged high alarm
that would be a paler, less saturated yellow. These two ‘states’ of high alarms are
distinct from red color-coded emergency alarms, which are e ither more or less
saturated depending on their state of acknowledgement.
In general, color coding to indicate materials in process lines is not recommended in
normal display view because it can draw the operator’s att ention away from more
critical information. If one insists on showing lines colo red based on material they
contain, then colors should be implemented such that they can be toggled on and off
(or show this representation in a view generated by the IT system supporting the
plant).
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Structure –p. 1 Guideline Structure –p. 1
6.1 Use a minimum of color codes consistently across
display hierarchy levels.
Priority 1
Why?Consistent, distinguishable color codes allow operators to learn the
codes and the meaning behind them.
How it Works
The number of colors used to code categories of objects shou ld be kept to seven or
less, and be consistently applied. Seven corresponds to the number of items that
can generally be kept in short term memory (Wickens and Hol lands, 1999). The
seven color codes do not limit the coding of other inform ation separate from the
category information. For example, an unacknowledged, high alarm could be a
brighter, more saturated yellow, which is distinct from a n acknowledged high alarm
that would be a paler, less saturated yellow. These two ‘states’ of high alarms are
distinct from red color-coded emergency alarms, which are e ither more or less
saturated depending on their state of acknowledgement.
In general, color coding to indicate materials in process lines is not recommended in
normal display view because it can draw the operator’s att ention away from more
critical information. If one insists on showing lines colo red based on material they
contain, then colors should be implemented such that they can be toggled on and off
(or show this representation in a view generated by the IT system supporting the
plant).
Page 23
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ASM
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Human Centered Solutions Human Centered Solutions
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www.applyHCS.com www.applyHCS.com
Guideline Structure –p. 1 Guideline Structure –p. 1
6.1 Use a minimum of color codes consistently across
display hierarchy levels.
Priority 1
Why?Consistent, distinguishable color codes allow operators to learn the codes and the
meaning behind them.
How it Works
The number of colors used to code categories of objects shou ld be kept to
seven or less, and be consistently applied. Seven corresponds to the number
of items that can generally be kept in short term memory (Wickens and
Hollands, 1999). The seven color codes do not limit the coding of other
information separate from the category information. F or example, an
unacknowledged, high alarm could be a brighter, more saturated yellow,
which is distinct from an acknowledged high alarm that wo uld be a paler, less
saturated yellow. These two ‘states’ of high alarms are distinct from red color-
coded emergency alarms, which are either more or less satur ated depending
on their state of acknowledgement.
In general, color coding to indicate materials in process lines is not
recommended in normal display view because it can draw the operator’s
attention away from more critical information. If one insists on showing lines
colored based on material they contain, then colors should be implemented
such that they can be toggled on and off (or show this re presentation in a view
generated by the IT system supporting the plant).
ASM Consortium Proprietary
ASM
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Human Centered Solutions Human Centered Solutions
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Guideline Structure –p. 1 Guideline Structure –p. 1
6.1 Use a minimum of color codes consistently across
display hierarchy levels.
Priority 1
Why?Consistent, distinguishable color codes allow operators to learn the codes and the
meaning behind them.
How it Works
The number of colors used to code categories of objects shou ld be kept to
seven or less, and be consistently applied. Seven corresponds to the number
of items that can generally be kept in short term memory (Wickens and
Hollands, 1999). The seven color codes do not limit the coding of other
information separate from the category information. F or example, an
unacknowledged, high alarm could be a brighter, more saturated yellow,
which is distinct from an acknowledged high alarm that wo uld be a paler, less
saturated yellow. These two ‘states’ of high alarms are distinct from red color-
coded emergency alarms, which are either more or less satur ated depending
on their state of acknowledgement.
In general, color coding to indicate materials in process lines is not
recommended in normal display view because it can draw the operator’s
attention away from more critical information. If one insists on showing lines
colored based on material they contain, then colors should be implemented
such that they can be toggled on and off (or show this re presentation in a view
generated by the IT system supporting the plant).
Page 24
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ASM
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Structure –p. 2 Guideline Structure –p. 2
ExampleThe example shows a very simple but effective color scheme. Gray and half-tones
are used for piping and equipment. Three priorities f or alarm – low, high, and
emergency priority – are shown in half-saturated light bl ue (acknowledge), saturated
orange-yellow (unacknowledged), and saturated red (unacknowledged), respectively.
This clear color scheme can be used consistently and will be e asily remembered. In
addition, off-normal operating conditions are also hig hlighted with a non-alarm color.
Figure 6.1. Color codes in this example include: Light blue for low-priority alarms, orange-
yellow for high-priority alarms, red for emergency-priority alarms (and pale red for
acknowledged emergency-priority alarms, magenta for off-normal operating conditions.
Main Fractionator Overhead
Sour H
2O
Flare
T200
D200
C205
VRU
Fuel Gas
T203
E209
123.4
mscfh
123.4
psi
123.4
psi
Naphth aSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
123.4
psi
123.4
%
E
H
123.4
%
L
M
E
CWR CWS
E210
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ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Structure –p. 2 Guideline Structure –p. 2
ExampleThe example shows a very simple but effective color scheme. Gray and half-tones
are used for piping and equipment. Three priorities f or alarm – low, high, and
emergency priority – are shown in half-saturated light bl ue (acknowledge), saturated
orange-yellow (unacknowledged), and saturated red (unacknowledged), respectively.
This clear color scheme can be used consistently and will be e asily remembered. In
addition, off-normal operating conditions are also hig hlighted with a non-alarm color.
Figure 6.1. Color codes in this example include: Light blue for low-priority alarms, orange-
yellow for high-priority alarms, red for emergency-priority alarms (and pale red for
acknowledged emergency-priority alarms, magenta for off-normal operating conditions.
Main Fractionator Overhead
Sour H
2O
Flare
T200
D200
C205
VRU
Fuel Gas
T203
E209
123.4
mscfh
123.4
psi
123.4
psi
Naphth aSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
123.4
psi
123.4
%
E
H
123.4
%
L
M
E
CWR CWS
E210
Page 25
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Content Review Guideline Content Review
•
Next few slides show:
– Guideline statement for each of the sixteen catego ries
– Indications where significant pitfalls occur
•
Presenter will speak to
–Intent of category
–Key aspects of significant pitfalls
•
Expect audience to
– Read guideline statements
– Ask clarification questions
– Save detailed questions and comments for later dis cussion
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ASM
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Guideline Content Review Guideline Content Review
•
Next few slides show:
– Guideline statement for each of the sixteen catego ries
– Indications where significant pitfalls occur
•
Presenter will speak to
–Intent of category
–Key aspects of significant pitfalls
•
Expect audience to
– Read guideline statements
– Ask clarification questions
– Save detailed questions and comments for later dis cussion
Page 26
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www.applyHCS.com www.applyHCS.com
Guideline Category One Guideline Category One
Display Types -Support the range of operator tasks and interactions th rough various
display types
# Priority Guideline
1.1 1 Use a process overview display for operator span of control.
1.2 2 Use a standard display hierarchy to represent the multi-level views necessary
for monitoring and control.
1.3 2 Use multi-level views based on the process equipment hierarchy for
monitoring and control.
1.4 2 Use multi-level views based on important functional relations for monitoring
and control.
1.5 2 Use dedicated displays to support response to critical upset conditions.
1.6 2 Ensure that each console has at least the minimum number of screens to
effectively support different operating modes, such as startup, shutdown,
grade transition, and significant upset.
1.7 3 Use dedicated displays to support routine activities, such as mode or product
transitions.
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ASM
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Guideline Category One Guideline Category One
Display Types -Support the range of operator tasks and interactions th rough various
display types
# Priority Guideline
1.1 1 Use a process overview display for operator span of control.
1.2 2 Use a standard display hierarchy to represent the multi-level views necessary
for monitoring and control.
1.3 2 Use multi-level views based on the process equipment hierarchy for
monitoring and control.
1.4 2 Use multi-level views based on important functional relations for monitoring
and control.
1.5 2 Use dedicated displays to support response to critical upset conditions.
1.6 2 Ensure that each console has at least the minimum number of screens to
effectively support different operating modes, such as startup, shutdown,
grade transition, and significant upset.
1.7 3 Use dedicated displays to support routine activities, such as mode or product
transitions.
Page 27
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Human Centered Solutions Human Centered Solutions
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www.applyHCS.com www.applyHCS.com
“Area 1
Overview”
“Area 2
Overview”
“Area 3
Overview”
!
“Area 1 –
Detail 3”
“Area 1 –
Detail 1”
“Area 4
Overview”
“Area 1 –
Detail 2”
“Area 2 –
Detail 1”
“Area 2 –
Detail 2”
“Area 3 –
Detail 1”
“Area 3 –
Detail 2”
“Area 4 –
Detail 1”
“Area 3 –
Detail 3”
“Area 4 –
Detail 3”
!
! !
! !!
!
!
!!!
!
Use of Overview Display Use of Overview Display
Not Recommended
Recommended
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“Area 1
Overview”
“Area 2
Overview”
“Area 3
Overview”
!
“Area 1 –
Detail 3”
“Area 1 –
Detail 1”
“Area 4
Overview”
“Area 1 –
Detail 2”
“Area 2 –
Detail 1”
“Area 2 –
Detail 2”
“Area 3 –
Detail 1”
“Area 3 –
Detail 2”
“Area 4 –
Detail 1”
“Area 3 –
Detail 3”
“Area 4 –
Detail 3”
!
! !
! !!
!
!
!!!
!
Use of Overview Display Use of Overview Display
Not Recommended
Recommended
Page 28
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Guideline Category Two Guideline Category Two
Display Content - Support all operator monitoring, troubleshooting an d control activities
with all essential information
# Priority Guideline
2.1 1 Ensure that display content supports all operator activities.
2.2 1 Ensure that the display refresh rate is appropriate to the dynamics of the
system being monitored and is at least twice the dominant process time
constant but not more than ½ second.
2.3 1 Use trend displays when operators must make decisions about the
performance of a variable or variables over time.
2.4 2 Ensure that trend displays provide the operator with the flexibility to change
the display features.
2.5 2 Ensure that the number of displays is at a minimum and appropriate for
operator tasks.
2.6 2 Ensure that interlock and permissive status with supporting information is
available as required.
2.7 3 Use context sensitive techniques to access information that is conditionally
relevant.
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ASM
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Guideline Category Two Guideline Category Two
Display Content - Support all operator monitoring, troubleshooting an d control activities
with all essential information
# Priority Guideline
2.1 1 Ensure that display content supports all operator activities.
2.2 1 Ensure that the display refresh rate is appropriate to the dynamics of the
system being monitored and is at least twice the dominant process time
constant but not more than ½ second.
2.3 1 Use trend displays when operators must make decisions about the
performance of a variable or variables over time.
2.4 2 Ensure that trend displays provide the operator with the flexibility to change
the display features.
2.5 2 Ensure that the number of displays is at a minimum and appropriate for
operator tasks.
2.6 2 Ensure that interlock and permissive status with supporting information is
available as required.
2.7 3 Use context sensitive techniques to access information that is conditionally
relevant.
Page 29
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ASM
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Level 1 Overview
Display Window
Notifications
Display Window
Level 2 Display
Window
Level 3 Display
Window
Level 4
Operating Displays
Level 2 Display
Window
Level 3 Display
Window
Operating Displays
Trends
Trends Trends
Level 4
Trends
Trend
Faceplate
Trend
Faceplate
Trends Display
Windows
Trends Display
Windows
Use of Trends Use of Trends
Pre-configured Trend
Overview Displays
Dynamic
Faceplate Trend
Pre-configured On-
Demand Trends
User-selected On-
Demand Trends
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Level 1 Overview
Display Window
Notifications
Display Window
Level 2 Display
Window
Level 3 Display
Window
Level 4
Operating Displays
Level 2 Display
Window
Level 3 Display
Window
Operating Displays
Trends
Trends Trends
Level 4
Trends
Trend
Faceplate
Trend
Faceplate
Trends Display
Windows
Trends Display
Windows
Use of Trends Use of Trends
Pre-configured Trend
Overview Displays
Dynamic
Faceplate Trend
Pre-configured On-
Demand Trends
User-selected On-
Demand Trends
Page 30
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ASM
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Guideline Category Three Guideline Category Three
Display Style - Ensure that displays are not overly complex or cluttered due to the
inappropriate use of full intensity colors and graphical details
# Priority Guideline
3.1 1 Ensure that the overall style incorporates an effective use of half-intensity
colors to allow equipment and flow lines to appear as part of the display
background.
3.2 1 Ensure that the overall style uses animation effectively, where appropriate, to
communicate process-critical or safety-related activity.
3.3 1 Depict equipment without excessive detail to facilitate quick identification.
3.4 2 Minimize the complexity of equipment and control relationships, presenting
them in a single view.
3.5 2 Make detailed information, such as tag names, available if needed.
3.6 2 Ensure that the overall style depicts 3D objects effectively.
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Guideline Category Three Guideline Category Three
Display Style - Ensure that displays are not overly complex or cluttered due to the
inappropriate use of full intensity colors and graphical details
# Priority Guideline
3.1 1 Ensure that the overall style incorporates an effective use of half-intensity
colors to allow equipment and flow lines to appear as part of the display
background.
3.2 1 Ensure that the overall style uses animation effectively, where appropriate, to
communicate process-critical or safety-related activity.
3.3 1 Depict equipment without excessive detail to facilitate quick identification.
3.4 2 Minimize the complexity of equipment and control relationships, presenting
them in a single view.
3.5 2 Make detailed information, such as tag names, available if needed.
3.6 2 Ensure that the overall style depicts 3D objects effectively.
Page 31
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ASM
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Use of Half-Intensity Color Use of Half-Intensity Color
Main Fractionator Overhead
Sour H
2
O
Flare
T200
D200
C205
VRU
Fu el Gas
T203
E209
123.4
psi
123.4
mscfh
123.4
psi
123.4
psi
Naph th aSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
%
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
CWR CWS
E210
123.4
%
Main Fractionator Overhead
Sour H
2
O
Flare
T200
D200
C205
VRU
Fu el Gas
T203
E209
123.4
psi
123.4
mscfh
123.4
psi
123.4
psi
Naph th aSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
%
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
CWR CWS
E210
123.4
%
Recommended
Not Recommended
ASM Consortium Proprietary
ASM
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Use of Half-Intensity Color Use of Half-Intensity Color
Main Fractionator Overhead
Sour H
2
O
Flare
T200
D200
C205
VRU
Fu el Gas
T203
E209
123.4
psi
123.4
mscfh
123.4
psi
123.4
psi
Naph th aSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
%
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
CWR CWS
E210
123.4
%
Main Fractionator Overhead
Sour H
2
O
Flare
T200
D200
C205
VRU
Fu el Gas
T203
E209
123.4
psi
123.4
mscfh
123.4
psi
123.4
psi
Naph th aSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
%
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
CWR CWS
E210
123.4
%
Recommended
Not Recommended
Page 32
ASM Consortium Proprietary
ASM
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Use of 3-D technique Use of 3-D technique
•
3-D brings objects to foreground Recommended
Not Recommended
Not Recommended
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Use of 3-D technique Use of 3-D technique
•
3-D brings objects to foreground Recommended
Not Recommended
Not Recommended
Page 33
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Guideline Category Four Guideline Category Four
Display Layout – Use a consistent arrangement of objects and information across similar
displays that is appropriate to process behaviors
# Priority Guideline
4.1 1 Develop consistent display layouts that are appropriate to process behaviors.
4.2 1 Ensure that the direction of flow is consistent to improve readability of the
displays.
4.3 2 Ensure that the display layout emphasizes important information.
4.4 2 Distinguish similar processes in parallel trains with visual coding.
4.5 2 Ensure that layouts capitalize on maximizing operator retention of information
in short-term memory.
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Guideline Category Four Guideline Category Four
Display Layout – Use a consistent arrangement of objects and information across similar
displays that is appropriate to process behaviors
# Priority Guideline
4.1 1 Develop consistent display layouts that are appropriate to process behaviors.
4.2 1 Ensure that the direction of flow is consistent to improve readability of the
displays.
4.3 2 Ensure that the display layout emphasizes important information.
4.4 2 Distinguish similar processes in parallel trains with visual coding.
4.5 2 Ensure that layouts capitalize on maximizing operator retention of information
in short-term memory.
Page 34
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Guideline Category Five Guideline Category Five
Navigation - Facilitate quick, direct access to primary displays and min imal keystrokes to
secondary and associated displays
# Priority Guideline
5.1 1 Ensure that the navigation scheme is fairly simple and flat.
5.2 1 Ensure good organization to allow for direct access to primary displays and
intuitive access to non-primary displays.
5.3 1 Ensure that navigation to primary displays is possible without the use of a
display menu directory.
5.4 1 Ensure the soft-key configuration follows a systematic, conceptual
organization for position layout and grouping if soft keys are used for calling
up displays.
5.5 1 Ensure that the display call-up time averages 1 second and does not exceed 3
seconds in supporting navigation to operating displays (for real-time
monitoring and control).
5.6 3 Use yoking to automate navigation to corresponding objects or information
across simultaneous views in multi-level displays.
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Guideline Category Five Guideline Category Five
Navigation - Facilitate quick, direct access to primary displays and min imal keystrokes to
secondary and associated displays
# Priority Guideline
5.1 1 Ensure that the navigation scheme is fairly simple and flat.
5.2 1 Ensure good organization to allow for direct access to primary displays and
intuitive access to non-primary displays.
5.3 1 Ensure that navigation to primary displays is possible without the use of a
display menu directory.
5.4 1 Ensure the soft-key configuration follows a systematic, conceptual
organization for position layout and grouping if soft keys are used for calling
up displays.
5.5 1 Ensure that the display call-up time averages 1 second and does not exceed 3
seconds in supporting navigation to operating displays (for real-time
monitoring and control).
5.6 3 Use yoking to automate navigation to corresponding objects or information
across simultaneous views in multi-level displays.
Page 35
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Effective Navigation Schemes Effective Navigation Schemes
This navigation scheme is a strict
drill-down and –up scheme from the
current display; requires 6 mouse
clicks to get from a to b.
A B
1
2
3
All level 2 displays accessible
from any location; level 3 and 4
displays context dependent on
location; per tab navigation
scheme
A B
1
2
3
4
5
6
Level 4 Display
Level 3 Display
Level 2 Display
Level 1 Display
Blue lines indicate number of mouse clicks to navigate to display levels
Recommended
Not Recommended
Deep Navigation Scheme
with 4 Display Levels
Shallow Navigation Scheme
with 4 Display Levels
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Effective Navigation Schemes Effective Navigation Schemes
This navigation scheme is a strict
drill-down and –up scheme from the
current display; requires 6 mouse
clicks to get from a to b.
A B
1
2
3
All level 2 displays accessible
from any location; level 3 and 4
displays context dependent on
location; per tab navigation
scheme
A B
1
2
3
4
5
6
Level 4 Display
Level 3 Display
Level 2 Display
Level 1 Display
Blue lines indicate number of mouse clicks to navigate to display levels
Recommended
Not Recommended
Deep Navigation Scheme
with 4 Display Levels
Shallow Navigation Scheme
with 4 Display Levels
Page 36
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Guideline Category Six Guideline Category Six
Color – Use color to facilitate the discrimination of the most i mportant information and
conveys the information consistently throughout the contro l room work environment
# Priority Guideline
6.1 1 Use a minimum of color codes consistently across display hierarchy levels.
6.2 1 Use red and yellow for alarms only.
6.3 1 Ensure that color combinations provide acceptable and sufficient contrast.
6.4 1 Avoid color combinations that are confusing for colorblind perception.
6.5 1 Use brightness coding sparingly for salience coding.
6.6 2 Use a display background color that maximizes the overall readability without
causing unnecessary eyestrain or fatigue over time.
6.7 2 Ensure that color is a redundant, visual coding of information.
6.8 2 Ensure that color codes avoid conflicts with cultural stereotypes and industry
standards.
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Guideline Category Six Guideline Category Six
Color – Use color to facilitate the discrimination of the most i mportant information and
conveys the information consistently throughout the contro l room work environment
# Priority Guideline
6.1 1 Use a minimum of color codes consistently across display hierarchy levels.
6.2 1 Use red and yellow for alarms only.
6.3 1 Ensure that color combinations provide acceptable and sufficient contrast.
6.4 1 Avoid color combinations that are confusing for colorblind perception.
6.5 1 Use brightness coding sparingly for salience coding.
6.6 2 Use a display background color that maximizes the overall readability without
causing unnecessary eyestrain or fatigue over time.
6.7 2 Ensure that color is a redundant, visual coding of information.
6.8 2 Ensure that color codes avoid conflicts with cultural stereotypes and industry
standards.
Page 37
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Use of Minimum Color Codes Use of Minimum Color Codes
Main Fractionator Overhead
Sour H
2
O
Flare
T200
D200
C205
VRU
Fuel Gas
T203
E209
123.4
mscfh
123.4
psi
123.4
psi
NaphthaSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
123.4
psi
123.4
%
E
H
123.4
%
L
M
E
CWR CWS
E210
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Use of Minimum Color Codes Use of Minimum Color Codes
Main Fractionator Overhead
Sour H
2
O
Flare
T200
D200
C205
VRU
Fuel Gas
T203
E209
123.4
mscfh
123.4
psi
123.4
psi
NaphthaSlop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
123.4
psi
123.4
%
E
H
123.4
%
L
M
E
CWR CWS
E210
Page 38
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Effective Color Combinations Effective Color Combinations
Text Text Text Text
Text Text Text Text
Text Text Text Text
Text Text Text Text
Possible
Background Color
Possible
Vessel Color
Possible Label and/or
Main Flow Color
Possible Color for Dynamic
Equipment Information
(e.g., Motor Run, Valve
Open, Level Indicator Fill)
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Effective Color Combinations Effective Color Combinations
Text Text Text Text
Text Text Text Text
Text Text Text Text
Text Text Text Text
Possible
Background Color
Possible
Vessel Color
Possible Label and/or
Main Flow Color
Possible Color for Dynamic
Equipment Information
(e.g., Motor Run, Valve
Open, Level Indicator Fill)
Page 39
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Effective Background Colors Effective Background Colors
•
Drive towards appropriate
ambient light levels to
support
–Support circadian rhythms
–Support visual Acuity for
non-display tasks
–Reduce eye strain
–Align with ISO standards for
ambient light levels
•
Interacting issues
–Luminous Contrast –
(1)
vs.
(2)
vs.
(3)
–Visual acuity as a function of
background color
(4)
A
A
(1)
(2)
(3)
(4)
Recommended
Not Recommended
Not Recommended
Recommended
Not
Recommended
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Effective Background Colors Effective Background Colors
•
Drive towards appropriate
ambient light levels to
support
–Support circadian rhythms
–Support visual Acuity for
non-display tasks
–Reduce eye strain
–Align with ISO standards for
ambient light levels
•
Interacting issues
–Luminous Contrast –
(1)
vs.
(2)
vs.
(3)
–Visual acuity as a function of
background color
(4)
A
A
(1)
(2)
(3)
(4)
Recommended
Not Recommended
Not Recommended
Recommended
Not
Recommended
Page 40
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Guideline Category Seven Guideline Category Seven
Symbols and Process Connections - Symbols and process connections are depicted in
a meaningful and consistent manner
# Priority Guideline
7.1 1 Use symbol and line coding that is easily understood with appropriate
salience.
7.2 2 Use a consistently coded, minimal number of line types.
7.3 2 Use a minimalist approach when using lines to show controller and output
relations.
7.4 2 Use symbols that are consistent with industry standards and site conventions.
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Guideline Category Seven Guideline Category Seven
Symbols and Process Connections - Symbols and process connections are depicted in
a meaningful and consistent manner
# Priority Guideline
7.1 1 Use symbol and line coding that is easily understood with appropriate
salience.
7.2 2 Use a consistently coded, minimal number of line types.
7.3 2 Use a minimalist approach when using lines to show controller and output
relations.
7.4 2 Use symbols that are consistent with industry standards and site conventions.
Page 41
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Guideline Category Eight Guideline Category Eight
Text and Numbers - Information presented with text and numbers should be legible and
easily understood from the operator's typical position
# Priority Guideline
8.1 1 Use text and numbers that are legible for the user’s typical position.
8.2 1 Use coding and abbreviations that are consistent and understandable to
users.
8.3 1 Ensure that users easily understand messages.
8.4 2 Use mixed-case lettering for text messages.
8.5 2 Use consistent numeric formats to enable quick reading.
8.6 2 Use numbers that have the appropriate level of precision.
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Guideline Category Eight Guideline Category Eight
Text and Numbers - Information presented with text and numbers should be legible and
easily understood from the operator's typical position
# Priority Guideline
8.1 1 Use text and numbers that are legible for the user’s typical position.
8.2 1 Use coding and abbreviations that are consistent and understandable to
users.
8.3 1 Ensure that users easily understand messages.
8.4 2 Use mixed-case lettering for text messages.
8.5 2 Use consistent numeric formats to enable quick reading.
8.6 2 Use numbers that have the appropriate level of precision.
Page 42
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Effective Text/Object Size Effective Text/Object Size
Running
Running
DecokeMode
Coker Furnaces
NOx
CO O2
P1
P2
P3
P4
NaphthaSteamFuel Gas
Outlet Temp
Frac Btm
P5
P6
Skin Temp
Recommended Text/Object Sizes for Console Workstation
Perceived Size of Same Display on Off-
Console Display at 12 ft. from console
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Effective Text/Object Size Effective Text/Object Size
Running
Running
DecokeMode
Coker Furnaces
NOx
CO O2
P1
P2
P3
P4
NaphthaSteamFuel Gas
Outlet Temp
Frac Btm
P5
P6
Skin Temp
Recommended Text/Object Sizes for Console Workstation
Perceived Size of Same Display on Off-
Console Display at 12 ft. from console
Page 43
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Effective Text/Object Size Effective Text/Object Size
•
12 point font has ~24°visual angle at 3ft
•
42 point font has same visual angle at 10 ft
10’
3’
24
°
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Effective Text/Object Size Effective Text/Object Size
•
12 point font has ~24°visual angle at 3ft
•
42 point font has same visual angle at 10 ft
10’
3’
24
°
Page 44
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Guideline Category Nine Guideline Category Nine
Interactions with Displays - Input mechanisms are accessible with minimal keystrokes
and with appropriate error avoidance techniques
# Priority Guideline
9.1 1 Use error avoidance techniques to prevent order of magnitude data entry
errors on control actions.
9.2 1 Ensure that accurate, timely feedback is given for data entry and control
actions.
9.3 1 Ensure that modal dialog boxes are not used.
9.4 1 Ensure that field devices incorporate password protection.
9.5 1 Minimize the amount of typing that is required with field devices.
9.6 2 Use input dialogs that are simple, consistent, and reliable.
9.7 2 Ensure that the size and distance between selectable display objects is
appropriate to the precision enabled by the pointing device.
9.8 3 Ensure that an auditory indication is given when an invalid entry is detected
when error avoidance techniques are applied.
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Guideline Category Nine Guideline Category Nine
Interactions with Displays - Input mechanisms are accessible with minimal keystrokes
and with appropriate error avoidance techniques
# Priority Guideline
9.1 1 Use error avoidance techniques to prevent order of magnitude data entry
errors on control actions.
9.2 1 Ensure that accurate, timely feedback is given for data entry and control
actions.
9.3 1 Ensure that modal dialog boxes are not used.
9.4 1 Ensure that field devices incorporate password protection.
9.5 1 Minimize the amount of typing that is required with field devices.
9.6 2 Use input dialogs that are simple, consistent, and reliable.
9.7 2 Ensure that the size and distance between selectable display objects is
appropriate to the precision enabled by the pointing device.
9.8 3 Ensure that an auditory indication is given when an invalid entry is detected
when error avoidance techniques are applied.
Page 45
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Guideline Category Ten Guideline Category Ten
Alarm Configuration Scheme - Make appropriate use of a priority scheme through
rationalization with criticality of the plant conditio n and urgency of the operator response
# Priority Guideline
10.1 1 Ensure that displays are available to view disabled and inhibited alarms.
10.2 2 Use a formal process to define and maintain alarm configuration.
10.3 2 Use appropriate integration of DCS and hard-wired panel alarms.
10.4 2 Provide information on alarm configuration settings that deviate from the
designed values.
10.5 3 Provide access to alarm rationalization information.
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Guideline Category Ten Guideline Category Ten
Alarm Configuration Scheme - Make appropriate use of a priority scheme through
rationalization with criticality of the plant conditio n and urgency of the operator response
# Priority Guideline
10.1 1 Ensure that displays are available to view disabled and inhibited alarms.
10.2 2 Use a formal process to define and maintain alarm configuration.
10.3 2 Use appropriate integration of DCS and hard-wired panel alarms.
10.4 2 Provide information on alarm configuration settings that deviate from the
designed values.
10.5 3 Provide access to alarm rationalization information.
Page 46
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Guideline Category Eleven Guideline Category Eleven
Audible Annunciation of Alarms - The audible annunciation of alarms effectively orients
operators within their workspace without unnecessarily di sturbing them or distracting
others working near them
# Priority Guideline
11.1 1 Ensure alarms have the appropriate intensity to be audible.
11.2 2 Have a priority-based, audible bypass for upset conditions.
11.3 2 Have distinctive tones for priority with effective console isolation.
11.4 3 Use modulating pitch and intensity to indicate duration/recurrence.
11.5 3 Use a vibrate mechanism to indicate an alarm for field environments or for
process control operators who carry mobile or paging systems.
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Guideline Category Eleven Guideline Category Eleven
Audible Annunciation of Alarms - The audible annunciation of alarms effectively orients
operators within their workspace without unnecessarily di sturbing them or distracting
others working near them
# Priority Guideline
11.1 1 Ensure alarms have the appropriate intensity to be audible.
11.2 2 Have a priority-based, audible bypass for upset conditions.
11.3 2 Have distinctive tones for priority with effective console isolation.
11.4 3 Use modulating pitch and intensity to indicate duration/recurrence.
11.5 3 Use a vibrate mechanism to indicate an alarm for field environments or for
process control operators who carry mobile or paging systems.
Page 47
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Guideline Category Twelve Guideline Category Twelve
Visual Annunciation of Alarms - The visual annunciation of alarms effectively orients
users to the nature, status and location of abnormal pro cess conditions
# Priority Guideline
12.1 1 Ensure that critical information, such as the alarm summary process overview,
is within a 30 degree maximum angle on the horizontal plane.
12.2 1 Use redundant indication of critical alarms in control/monitor displays.
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Guideline Category Twelve Guideline Category Twelve
Visual Annunciation of Alarms - The visual annunciation of alarms effectively orients
users to the nature, status and location of abnormal pro cess conditions
# Priority Guideline
12.1 1 Ensure that critical information, such as the alarm summary process overview,
is within a 30 degree maximum angle on the horizontal plane.
12.2 1 Use redundant indication of critical alarms in control/monitor displays.
Page 48
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Console View Angles Console View Angles
•
Dimensions influencing effective viewing
a. Eye height of viewer
»Sitting and standing height
»95
th
percentile male & 5
th
percentile
female
b. Distance from viewer
»also determines appropriate
display object and text size
c. Height of screen
»Ceiling height is a limiting factor
d. View angle over console screens
»>10°outside primary and
secondary view angles requires
head movement
»Exceeds viewing angle for critical
information, i.e., will not draw
attention
B
-15°
10°
-50°
b
a
c
d
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Console View Angles Console View Angles
•
Dimensions influencing effective viewing
a. Eye height of viewer
»Sitting and standing height
»95
th
percentile male & 5
th
percentile
female
b. Distance from viewer
»also determines appropriate
display object and text size
c. Height of screen
»Ceiling height is a limiting factor
d. View angle over console screens
»>10°outside primary and
secondary view angles requires
head movement
»Exceeds viewing angle for critical
information, i.e., will not draw
attention
B
-15°
10°
-50°
b
a
c
d
Page 49
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Guideline Category Thirteen Guideline Category Thirteen
Training Program - Users of the console information system and devices receive
adequate training appropriate to their required use to perform job-related activities
# Priority Guideline
13.1 1 Ensure that all console- and field-certified users receive training or change
notices on their respective operating display modifications/additions.
13.2 2 Ensure that all users of information display systems (console or mobile
devices) receive initial and refresher training and qualification testing
appropriate to their job activities.
13.3 3 Ensure that simulation-based training is provided for task-specific learning:
upset management, startup, and shutdown.
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Guideline Category Thirteen Guideline Category Thirteen
Training Program - Users of the console information system and devices receive
adequate training appropriate to their required use to perform job-related activities
# Priority Guideline
13.1 1 Ensure that all console- and field-certified users receive training or change
notices on their respective operating display modifications/additions.
13.2 2 Ensure that all users of information display systems (console or mobile
devices) receive initial and refresher training and qualification testing
appropriate to their job activities.
13.3 3 Ensure that simulation-based training is provided for task-specific learning:
upset management, startup, and shutdown.
Page 50
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Guideline Category Fourteen Guideline Category Fourteen
Online Guidance - Users are able to easily access information about console u sage to
learn or remember infrequently used functions
# Priority Guideline
14.1 1 Ensure that on-line user guidance is provided for task-specific applications.
14.2 3 Ensure that on-line user guidance is provided for infrequently used
functionality.
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Guideline Category Fourteen Guideline Category Fourteen
Online Guidance - Users are able to easily access information about console u sage to
learn or remember infrequently used functions
# Priority Guideline
14.1 1 Ensure that on-line user guidance is provided for task-specific applications.
14.2 3 Ensure that on-line user guidance is provided for infrequently used
functionality.
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Guideline Category Fifteen Guideline Category Fifteen
Design Methodology - The system developers follow a formal, user-centered desi gn
methodology that includes user participation and assessment of information requirements
of important user activities
# Priority Guideline
15.1 1 Ensure that there is user involvement in development activities.
15.2 1 Use task analysis to determine functional organization and content.
15.3 1 Use design specifications for consistent implementation.
15.4 2 Use human factors and Best Practice design guidelines.
15.5 3 Ensure there is site-wide collaboration in development and maintenance of
information systems.
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Guideline Category Fifteen Guideline Category Fifteen
Design Methodology - The system developers follow a formal, user-centered desi gn
methodology that includes user participation and assessment of information requirements
of important user activities
# Priority Guideline
15.1 1 Ensure that there is user involvement in development activities.
15.2 1 Use task analysis to determine functional organization and content.
15.3 1 Use design specifications for consistent implementation.
15.4 2 Use human factors and Best Practice design guidelines.
15.5 3 Ensure there is site-wide collaboration in development and maintenance of
information systems.
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Guideline Category Sixteen Guideline Category Sixteen
Management of Change
-
The plant Management of Change procedure addresses major
changes to the information displays and input devices
# Priority Guideline
16.1 1 Ensure that MOC covers major changes in design of operator displays and
devices.
16.2 1 Ensure that MOC covers permanent changes in alarm configuration.
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Guideline Category Sixteen Guideline Category Sixteen
Management of Change
-
The plant Management of Change procedure addresses major
changes to the information displays and input devices
# Priority Guideline
16.1 1 Ensure that MOC covers major changes in design of operator displays and
devices.
16.2 1 Ensure that MOC covers permanent changes in alarm configuration.
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How to Use these Guidelines How to Use these Guidelines
•
Auditing existing practices
– Gap analysis for opportunities for improvement
•
Establishing consistent operator interface practices
– Incorporation into a company’s own guidelines or s tyle guide
– A guide to setting up or improving a site’s operat or graphics and
console configuration
– A guide for evaluating DCS information system capabilities
•
Educating site personnel
on effective operator
interface design practices
– Management, Engineering, and Operations;
– Individuals that design the DCS graphics and other information
systems (e.g., site intranets / business applicatio ns for Operator
use)
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
How to Use these Guidelines How to Use these Guidelines
•
Auditing existing practices
– Gap analysis for opportunities for improvement
•
Establishing consistent operator interface practices
– Incorporation into a company’s own guidelines or s tyle guide
– A guide to setting up or improving a site’s operat or graphics and
console configuration
– A guide for evaluating DCS information system capabilities
•
Educating site personnel
on effective operator
interface design practices
– Management, Engineering, and Operations;
– Individuals that design the DCS graphics and other information
systems (e.g., site intranets / business applicatio ns for Operator
use)
Page 54
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Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Effective Operator Interface Development Life Cycle Effective Operator Interface Development Life Cycle
5. Usability
Evaluation
3. Interface
Design
2. Requirements
Generation
1. Knowledge
acquisition
4. Interface
Implementation
Operator
Interface
Development
Phases
Interaction
Requirements
Methods
white paper
Effective Operator
Display Design
ASM Guidelines
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Effective Operator Interface Development Life Cycle Effective Operator Interface Development Life Cycle
5. Usability
Evaluation
3. Interface
Design
2. Requirements
Generation
1. Knowledge
acquisition
4. Interface
Implementation
Operator
Interface
Development
Phases
Interaction
Requirements
Methods
white paper
Effective Operator
Display Design
ASM Guidelines
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ASM
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User Interface Design User Interface Design
Human Centered Design •
Semantics of UI
–Defining the meaningful dialog
in the human-machine system
interactions
•
Emphasis on user- and task-
modeling •
Impacts system functionality
•
UI features
– Functional decomposition
– Navigation scheme
– Visualization techniques
– Information content
Human Factored Design •
Syntactics of UI
–Defining the consistent, human-
friendly grammar for dialog in
the system interactions
•
Emphasis on human capabilities
and limitations, i.e., memory,
selective attentions, calculation
skills, reading skills
•
Impacts appearance of
information presentation and
input protocol
•
UI features
– Screen Layout and Density
– Use of visual coding
– Font Conventions
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ASM
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
User Interface Design User Interface Design
Human Centered Design •
Semantics of UI
–Defining the meaningful dialog
in the human-machine system
interactions
•
Emphasis on user- and task-
modeling •
Impacts system functionality
•
UI features
– Functional decomposition
– Navigation scheme
– Visualization techniques
– Information content
Human Factored Design •
Syntactics of UI
–Defining the consistent, human-
friendly grammar for dialog in
the system interactions
•
Emphasis on human capabilities
and limitations, i.e., memory,
selective attentions, calculation
skills, reading skills
•
Impacts appearance of
information presentation and
input protocol
•
UI features
– Screen Layout and Density
– Use of visual coding
– Font Conventions
Page 56
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ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
User Interface Design User Interface Design
Human Centered Design •
Semantics of UI
–Defining the meaningful dialog
in the human-machine system
interactions
•
Emphasis on user- and task-
modeling •
Impacts system functionality
•
UI features
– Functional decomposition
– Navigation scheme
– Visualization techniques
– Information content
Human Factored Design •
Syntactics of UI
–Defining the consistent, human-
friendly grammar for dialog in
the system interactions
•
Emphasis on human capabilities
and limitations, i.e., memory,
selective attentions, calculation
skills, reading skills
•
Impacts appearance of
information presentation and
input protocol
•
UI features
– Screen Layout and Density
– Use of visual coding
– Font Conventions
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
User Interface Design User Interface Design
Human Centered Design •
Semantics of UI
–Defining the meaningful dialog
in the human-machine system
interactions
•
Emphasis on user- and task-
modeling •
Impacts system functionality
•
UI features
– Functional decomposition
– Navigation scheme
– Visualization techniques
– Information content
Human Factored Design •
Syntactics of UI
–Defining the consistent, human-
friendly grammar for dialog in
the system interactions
•
Emphasis on human capabilities
and limitations, i.e., memory,
selective attentions, calculation
skills, reading skills
•
Impacts appearance of
information presentation and
input protocol
•
UI features
– Screen Layout and Density
– Use of visual coding
– Font Conventions
Page 57
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ASM
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Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Concluding Comments Concluding Comments
•
Appendix provides a “wholistic”
example / counter-example of
guidelines
•
Interactions between guidelines –
and how they are implemented – are
just as important as the individual
guidelines themselves
•
Be careful of evaluating designs,
style guides, libraries, etc. on an
individual guideline-by-guideline
basis
P I 201 18.71
P S I
T I 20 1 280.03
F
F C 20 1
4608 .2 3
B PD
L C 204
25 %
LI 214
85 %
F C 21 4
130 8.29
B P D
F C2 34
13. 29
K B P D
P C1 06
15. 73 PS IG
PC 1 05
18. 70 PS IG
T I 213 8 9. 03
F
TI 223 4 40.06
F
A I2 41 3 20 .7 8 A M PS
D 200
T2 0 3
T 20 0
E2 09
E 21 0
C 2 05
P21 1 P21 2
P 21 0P 20 9
T I 202 281 .5 3 D EG F
TI 20 3 2 00.09 D E G F
LI 224
9 5 %
N AP HT HA
V R U
FL AR E
SO U R
W T R
SL OP
C S R C W S
FU E L
G AS
FI 2 26
4 00 .3 12 M SC FD
P I 115 10. 77 PS IG
F I 204 000 .0 0
M S C FD
T 20 0 FR AC OV RHD
T2 00 T E M PS 1-
28 1.53
D EG F
2-
28 0.03
D EG F
3-
27 1.89
D EG F
4-
26 6.00
D EG F
5-
25 5.44
D EG F
6-
25 4.99
D EG F
7-
26 6
.92
D EG F
50%
1 00%
0%
85%
15%
65%
The Whole is Greater than the Sum
of the Parts
Main Fractionator Overhead
Sou r H
2
O
Flare
T200
D200
C205
V RU
Fuel Gas
T203
E209
123.4
mscfh
123.4
psi
123.4
psi
N aph th aS lop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
123.4
psi
123.4
%
E
H
123.4
%
L
M
E
CWR CWS
E210
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Concluding Comments Concluding Comments
•
Appendix provides a “wholistic”
example / counter-example of
guidelines
•
Interactions between guidelines –
and how they are implemented – are
just as important as the individual
guidelines themselves
•
Be careful of evaluating designs,
style guides, libraries, etc. on an
individual guideline-by-guideline
basis
P I 201 18.71
P S I
T I 20 1 280.03
F
F C 20 1
4608 .2 3
B PD
L C 204
25 %
LI 214
85 %
F C 21 4
130 8.29
B P D
F C2 34
13. 29
K B P D
P C1 06
15. 73 PS IG
PC 1 05
18. 70 PS IG
T I 213 8 9. 03
F
TI 223 4 40.06
F
A I2 41 3 20 .7 8 A M PS
D 200
T2 0 3
T 20 0
E2 09
E 21 0
C 2 05
P21 1 P21 2
P 21 0P 20 9
T I 202 281 .5 3 D EG F
TI 20 3 2 00.09 D E G F
LI 224
9 5 %
N AP HT HA
V R U
FL AR E
SO U R
W T R
SL OP
C S R C W S
FU E L
G AS
FI 2 26
4 00 .3 12 M SC FD
P I 115 10. 77 PS IG
F I 204 000 .0 0
M S C FD
T 20 0 FR AC OV RHD
T2 00 T E M PS 1-
28 1.53
D EG F
2-
28 0.03
D EG F
3-
27 1.89
D EG F
4-
26 6.00
D EG F
5-
25 5.44
D EG F
6-
25 4.99
D EG F
7-
26 6
.92
D EG F
50%
1 00%
0%
85%
15%
65%
The Whole is Greater than the Sum
of the Parts
Main Fractionator Overhead
Sou r H
2
O
Flare
T200
D200
C205
V RU
Fuel Gas
T203
E209
123.4
mscfh
123.4
psi
123.4
psi
N aph th aS lop
123.4
bpd
123.4
F
123.4
Amp
123.4
%
123.4
F
123.4
bpd
123.4
bpd
123.4
F
123.4
F
123.4
F
123.4
psi
123.4
%
E
H
123.4
%
L
M
E
CWR CWS
E210
Page 58
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Webinar Discussion Time Webinar Discussion Time
•
Any additional questions and/or comments
on the Webinar coverage of the Effective
Operator Display DesignGuidelines
•
The guidelines document is available on
the ASM web site at
– https://www.createspace.com/3355979 Or – http://www.amazon.com
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Webinar Discussion Time Webinar Discussion Time
•
Any additional questions and/or comments
on the Webinar coverage of the Effective
Operator Display DesignGuidelines
•
The guidelines document is available on
the ASM web site at
– https://www.createspace.com/3355979 Or – http://www.amazon.com
Page 59
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ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Poll Slide 3 (Placeholder) Poll Slide 3 (Placeholder)
•
How much value was there for you in attending
today’s webinar?
–Significant value – worth my time and I would recommend it to
others
–Moderate value –worth my time but not sure I would recommend
it to others
–Marginal value – probably worth my time
–No value – was not worth my time today
ASM Consortium Proprietary
ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
Poll Slide 3 (Placeholder) Poll Slide 3 (Placeholder)
•
How much value was there for you in attending
today’s webinar?
–Significant value – worth my time and I would recommend it to
others
–Moderate value –worth my time but not sure I would recommend
it to others
–Marginal value – probably worth my time
–No value – was not worth my time today
Page 60
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ASM
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ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
ASM
®
Webinar:
Effective Operator Display DesignGuidelines ASM
®
Webinar:
Effective Operator Display DesignGuidelines
•
For follow up questions please contact:
– Dal Vernon Reising –
[email protected]
– Peter Bullemer –
[email protected]
– Jason Laberge –
[email protected]
•
The guidelines book is available on:
– https://www.createspace.com/3355979 Or – http://www.amazon.com
Thank you for your attendance. Thank you for your attendance.
ASM Consortium Proprietary
ASM
Please mute your phone when not speaking to the webinar. (Mute button or *6* to mute and *6* to un-mut e)
ASM and Abnormal Situation Management are U.S. regi stered trademarks of Honeywell International, Inc.
Human Centered Solutions Human Centered Solutions
Helping People Perform Helping People Perform
www.applyHCS.com www.applyHCS.com
ASM
®
Webinar:
Effective Operator Display DesignGuidelines ASM
®
Webinar:
Effective Operator Display DesignGuidelines
•
For follow up questions please contact:
– Dal Vernon Reising –
[email protected]
– Peter Bullemer –
[email protected]
– Jason Laberge –
[email protected]
•
The guidelines book is available on:
– https://www.createspace.com/3355979 Or – http://www.amazon.com
Thank you for your attendance. Thank you for your attendance.
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