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ISA101: Human Machine Interfaces for Process Automation Systems What It Is and What It Isn’t and What’s Coming Dr. Maurice J. Wilkins VP Strategic Technology Marketing Yokogawa Electric Corporation Co-chair ISA101 Committee

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Dr. Maurice J. Wilkins Vice president of Yokogawa’s Strategic Technology Marketing Center 37 years of experience in human factors, batch solutions, procedural operations, HMI design, advanced process control, benchmarking analysis and the chemicals and refining industries ISA Fellow, Chartered Engineer in the UK, a Fellow of the UK IChemE and represents them in the USA as a Senior Ambassador and a Fellow of the Institute of Measurement and Control Inducted into the Process Automation Hall of Fame in 2011

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Operator Interfaces Have Changed

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Split Second Decisions

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Split Second Decisions

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Now Try Operating a Plant the Same Way!

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Is This a Good Operator Interface?

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Call for a Standard •

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Users  Responsible for safe and productive operation of equipment and facility  Live with the HMI and support it for it’s lifetime Integrators, Designers, Engineers  Design and build the HMI applications  Commission the HMI, and the associated process Suppliers  Develop the software and hardware needed to build the HMI  Develop the interfaces/drivers needed for an HMI to transfer data and information to and from multiple sources

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Purpose of the Standard

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Address the design, implementation, and maintenance of human machine interfaces (HMIs) for process automation systems, to:  Provide guidance to design, build, and maintain HMIs which result in more effective and efficient control of the process, in both normal and abnormal situations  Improve the user’s abilities to detect, diagnose, and properly respond to abnormal situations  Look at the HMI holistically – not just the display Lifecycle approach

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A Standard is the “What” A Technical Report is the “How”

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Scope of the Standard •

Addresses HMI’s for automated processes to improve safety, quality, and productivity

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Identifies documentation and design practices that will lead to more effective and maintainable HMI implementations

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Practices in this standard are intended to be applicable to continuous, batch, and discrete processes

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Devices excluded – the committee agreed to limit the scope to hardware of a minimum size

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No PDA’s, smart phones, hand held devices included in this version of the standard (see later)

NOTE: The standard cannot recommend the use of commercial standards or documents such as the ASM Guidelines, HPHMI Handbook etc

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ISA 101 Standard Committee - Leadership The current co-chairs of ISA101 HMI Committee are: Dr. Maurice Wilkins (Yokogawa) and Greg Lehmann (AECOM) The standard is organized into the following sections: Clause Title

Leaders

0

General 

Maurice Wilkins, Yokogawa

1

Scope 

Maurice Wilkins, Yokogawa

2

Normative References 

Nick Sands, Dupont & Dale Reed, Rockwell 

3

Definition of Terms and Acronyms  Nick Sands, Dupont & Dale Reed, Rockwell

4

HMI System Management 

Bridget Fitzpatrick, Wood Group Mustang  & Ian Nimmo, UCDS, Inc

5

Human Factors/Ergonomics 

Beth Vail, AECOM & Traci Laabs, Pfizer

6

Display Styles and Hierarchy

Dave Lee, UCDS, Inc & John Benitz, Gray Matter Systems

7

User Interaction

Bridget Fitzpatrick, Wood Group Mustang  & Alan Bryant, Oxy Inc.

8

Performance 

9

Documentation and Training 

Mark Nixon, Emerson Process  Management Dawn Schweitzer, Eastman Kodak

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ISA 101 Standard Committee

• Committee formed in 2006 to establish standards, recommended practices, and/or technical reports for designing, implementing, using, and/or managing human machine interfaces in process automation applications • Committee makeup  As of December 2nd, 2015 –

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members 247

• Producer (Supplier) 29.6% • User 25.0% • Integrator, Eng & Construction 34.2% • General (Academic, Government, Consultant etc.) 11.2% Worldwide participation in review process

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The Path to ISA 101 •

Draft 4 was sent out for a one month review by the full committee at the end of June 2013

 This was a ‘should’/’shall’ requirements survey  There were 20 requirements (shall) & 285 recommendations (should)  

suggested 67 committee members responded The overall average was 85% acceptance of the requirements/recommendations as written

• The standard was sent out for ballot in June 2014 and although it passed it received significant comments  It took two face to face meetings and until March 2015 to resolve these comments

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A short re-ballot was needed to see if anyone wanted to change their vote – per ISA procedures  The 2 (from 34) who voted against, changed their vote to positive, so the end result was unanimously in favor VISION, EXPERIENCE, ANSWERS FOR INDUSTRY

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ANSI/ISA-101.01-2015

• Started in 2006 but no clear direction • Major step forward when we decided to use a lifecycle approach as ISA84 and ISA18.2 had done • Users and suppliers were asking for the standard and some had already been using it • After many thousands of comments….and several major revisions…. • ISA101 became an ANSI/ISA standard in July, 2015

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What IS ISA101?

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HMI Basic Definitions •

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Fundamental standard terminology  Console  Operator Station  Monitor  Screen  Display  Pop-up  Element Necessary to enable common understanding

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Life Cycle Concept for HMI • The life cycle model is a foundation for the standard CONTINUOUS WORK PROCESSES MOC ENTRY

New System Major Changes

Validation

Audit ENTRY

New Display Display Changes

SYSTEM STANDARDS Philosophy Style Guide Toolkits

Continuous Improvement

DESIGN

IMPLEMENT

OPERATE

User, Task, Functional Requirements

Build Displays

In Service

Build Console

Maintain

Console Design

Test

Decommission

HMI System Design

Train

Continuous Improvement

Commission Display Design

Qualification

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Life Cycle Concept - Stages • • • •

System Standards  Documents that set the foundation for all HMI design decisions Design  All hardware and software aspects of the HMI Implement  Creation of the HMI in the target platform and hardware Operate  Includes the ongoing maintenance, training, and management of change functions

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System Standards Stage •

The basic requirements for any HMI application Activity Define HMI  Philosophy

Objectives Provide guiding principles  for HMI design,  independent of vendor  platforms

Inputs Human Factors  Engineering guidelines,  Standards, Best Practices,  Functional requirements,  experience

Develop HMI Style  Guide

Provides HMI  implementation details  based on the HMI  Philosophy, feasible on all  target platforms  Provide required graphical  elements to implement  displays based on the Style  Guide

Requirements documents,  HMI Style Guide Control System and  Network design standards

HMI Toolkit

Outputs HMI Philosophy Document

HMI Style Guide,  HMI Toolkit; Platform  Requirements documents,  Specific vendor supplied elements,  experience

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Design Stage • •

Identification of requirements Initial designs for all HMI components Activity User, Task and  Functional  Requirements

Objectives Identify activities that  must be supported by the  HMI

Inputs Process Functional  Requirements, User Task  Analysis, HMI Philosophy

HMI System Design

Identify platforms for HMI,  Requirements documents,  HMI System Design  specification Control System and  control, interfaces, and  Network design standards communication

Console Design

Define complete hardware  Requirements documents,  Console design documents and software required,  HFE design standards,  including all furniture and  vendor specifications supporting systems

Display Design

Identification of all displays  HMI Philosophy, HMI Style  Display design  documentation, ready for  Guide, needed, and navigation  Requirements documents  implementation scheme

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Outputs Requirements Documents

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Implement Stage •

Detailed work to actually build the HMI Activity Build Displays

Objectives Completion of all displays  and supporting items

Inputs Display Design documents

Outputs Displays,  User Documentation

Build Console

Assembly of all console  hardware and software

Console Design documents

Console

Test

Integrated test of HMI and  Console

User, Task, Functional  Requirements, Test Plan

HMI ready to commission,  Testing documents,  updated User  Documentation

Commission

HMI operational in  production environment

Console, Displays, User  documentation

HMI ready to operate

Train

Train all users relative to  their responsibilities

User Documentation,  Requirements Documents,  HMI Philosophy, HMI Style  Guide, as appropriate

HMI ready to operate

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Operate Stage •

Life with the HMI Activity

Objectives

Inputs

Outputs

In Service

HMI in use

Commissioning,  Qualification Approval,  User Documentation

Effective HMI

Maintain

Ensure HMI reflects current  Management of Change  process requirements process

Updated, requalified HMI  application, user  documentation, training  materials

Decommission

HMI removed from service,  Requirements,  in part or whole Management of Change  process

HMI (or parts thereof)  removed, archived for  appropriate period

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Continuous Improvement Activities •

Activities and procedures to maintain HMI Activity

Objectives

Inputs

Outputs

Management of  Change

Implement changes,  ensuring consideration of  all impacts

Changes in Process Changes in User, Task or  Functional Requirements

Changes implemented  following approved work  practices to ensure safe  and effective operation

Audit

Verify that HMI is being  managed under approved  work practices

HMI Philosophy, HMI Style Guide HMI Toolkits

Audit records, MOC,  updates to relevant  Standard documents

Validation

Verify HMI meets current  User, Task and Functional  Requirements 

Validation Plan

Validated system and  appropriate records

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ISA 101 Standard – Next Steps •

The committee met in November in Louisville, KY at the 2015 ISA FLM and formed 3 working groups  WG1 - HMI Philosophy & Style Guide Development

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• This technical report will describe example applications of the Philosophy and Style Guide to various Process Automation Systems use cases, and will be platform independent (41 members) WG2 – HMI Usability and Performance • This technical report(s) will be used to assess the effectiveness of the HMI application, and how use of the standard may assist in improving related metrics (29 members) WG3 – HMI for Mobile Devices • Develop technical report(s) to evaluate and define the use of mobile devices as HMI stations and how to effectively implement an HMI for use on a mobile device (21 members)

Charters and co-chairs have now been established for these groups and work should start soon ISA101 will meet at the SLM 2016 (June) and the FLM 2016 (Sept)

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HMI Examples

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HMI - Data? Information?

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HMI - Level 1: KPI (Offshore platform)

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HMI - Level 2: Task (Oil refinery)

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HMI - Level 3: Details (Oil refinery)

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Thanks – Volunteers Welcome

ISA 101 Standard Committee - Voting •

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Based on established voting rules  20 % of committee – to manage the numbers  30% for PR, US, AE and 10% for others  24 month window of participation  Weighted toward input to standard  Last review was in May 2014 ISA101 has 34 voting members – which is not 20% of the committee but, based on the rules…34 qualified

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