Rockwell Automation Process HMI Style Guide

Rockwell Automation Process HMI Style Guide

White Paper

Table of Contents

1

Introduction ........................................................................................................................................................... 5

1.1 Before You Begin ........................................................................................................................................ 5

1.2 Additional Resources................................................................................................................................... 6

2

Functional Description of HMI Components ........................................................................................................... 6

3

Display Levels......................................................................................................................................................... 7

3.1 Level 1 Displays: Process Overview.............................................................................................................. 8

3.2 Level 2 Displays: Process Unit Operating Graphics....................................................................................... 9

3.3 Level 3 Displays: Process Detail Displays.................................................................................................... 10

3.4 Level 4 Displays: Process Support and Diagnostics Displays ...................................................................... 10

4

Standard HMI Template.........................................................................................................................................11

4.1 Layout .......................................................................................................................................................11

4.1.1 Header.................................................................................................................................................. 12

4.1.2 Button Bars........................................................................................................................................... 12

4.1.3 Level 1 Display .......................................................................................................................................13

4.1.4 Level 2 and 3 Displays ............................................................................................................................13

4.1.5 Alarm Summary.....................................................................................................................................13

4.2 HMI Instance Configuration ....................................................................................................................... 14

4.3 Standard System Functionality.................................................................................................................. 14

5

Operator Interaction Methodologies .................................................................................................................... 14

6

Display Layout and Design Considerations............................................................................................................ 14

6.1 Users' Goals, Tasks, and Mental Model....................................................................................................... 15

6.2 Necessary Information and Controls.......................................................................................................... 15

6.3 Data Presentation ..................................................................................................................................... 15

6.4 Contextual Information ............................................................................................................................. 15

6.5 Grouping................................................................................................................................................... 15

6.6 Highlighting Key Information .................................................................................................................... 16

6.7 Situation Awareness.................................................................................................................................. 16

6.8 Physical Layout and Alignment ................................................................................................................. 16

7

Navigation Methods ..............................................................................................................................................17

8

Design Application Standards............................................................................................................................... 18

8.1 Color Conventions ..................................................................................................................................... 18

8.2 Animation ................................................................................................................................................. 21

8.3 Visibility .................................................................................................................................................... 21

8.4 Depiction of Lines ..................................................................................................................................... 22

8.5 Grouping Box ............................................................................................................................................ 22

8.6 Depiction of Process Equipment................................................................................................................ 22

8.7 Dynamic Process Objects .......................................................................................................................... 23

8.8 Static Process Objects ............................................................................................................................... 24

8.9 Font Types and Sizes ................................................................................................................................. 25 8.10 Data Alignment......................................................................................................................................... 25 8.11 Static Text ................................................................................................................................................. 26 8.11.1 Title Bar Text......................................................................................................................................... 26 8.11.2 Titles..................................................................................................................................................... 26 8.11.3 Column Headings.................................................................................................................................. 26 8.11.4 Group Headings .................................................................................................................................... 27 8.11.5 Labels ................................................................................................................................................... 27 8.12 Dynamic Data ........................................................................................................................................... 28 8.12.1 Dynamic Text Data................................................................................................................................ 28 8.12.2 Dynamic Numeric Data......................................................................................................................... 29 8.12.3 Enumerated Data (Multi-State Indicators)............................................................................................. 29 8.12.4 Binary State Indicators .......................................................................................................................... 30 8.12.5 Bar Graphs............................................................................................................................................ 30 8.12.6 Bar Chart .............................................................................................................................................. 32 8.12.7 Trends................................................................................................................................................... 32 8.12.8 Sparkline ...............................................................................................................................................33 8.13 Diagrams .................................................................................................................................................. 34 8.13.1 State Diagrams ..................................................................................................................................... 35 8.13.2 Logical Diagrams .................................................................................................................................. 35 8.13.3 Limited P&ID ........................................................................................................................................ 36 8.14 Icons......................................................................................................................................................... 36 8.14.1 Icon Sizing .............................................................................................................................................37 8.14.2 Icon Color ..............................................................................................................................................37 8.15 InputControls............................................................................................................................................37 8.15.1 Input Sizing........................................................................................................................................... 38 8.15.2 Command Buttons................................................................................................................................ 39 8.15.3 Navigation Buttons ............................................................................................................................... 40 8.15.4 Security (Login / Logout)....................................................................................................................... 40 8.15.5 Toggle Switches .................................................................................................................................... 40 8.15.6 Checkboxes........................................................................................................................................... 41 8.15.7 Radio Buttons ....................................................................................................................................... 42 8.15.8 Analog Data Entry ................................................................................................................................ 43 8.15.9 Text Entry ............................................................................................................................................. 45 8.16 Faceplates and Popups ......................................................................................................................................... 45 8.16.1 Size and Orientation ............................................................................................................................. 45 8.16.2 Task-Based Organization ...................................................................................................................... 45 8.17 Security Configuration .............................................................................................................................. 46 8.17.1 Role-Based Security.............................................................................................................................. 47 8.17.2 User Qualifications ............................................................................................................................... 47

8.17.3 Workstation Location ........................................................................................................................... 47

8.18 Help .......................................................................................................................................................... 47

8.19 Version Identification ................................................................................................................................ 47

8.20 Localization .............................................................................................................................................. 47

8.21 Naming Conventions................................................................................................................................. 48

9

Alarm Functionality .............................................................................................................................................. 48

9.1 Proper Configuration of the Alarm Summary ............................................................................................ 48

9.2 Proper Depiction of Alarms ....................................................................................................................... 49

9.3 Alarm and Graphic Association.................................................................................................................. 50

9.3.1 Components on Display ........................................................................................................................ 50

9.3.2 Components in Faceplates .................................................................................................................... 50

9.3.3 Alarm Tab in Faceplate .......................................................................................................................... 51

9.3.4 Alarm Banner........................................................................................................................................ 51

9.3.5 Alarm Summary.................................................................................................................................... 51

9.3.6 Navigation ............................................................................................................................................ 52

9.4 Proper Settings for Audible Alarm Tones ................................................................................................... 53

9.5 Alarm Management Functionality ............................................................................................................. 53

9.6 Alarm Organization................................................................................................................................... 53

9.7 Alarm Shelving Depiction and Functionality .............................................................................................. 54

9.8 Non-Alarm Notifications Requiring Response............................................................................................ 55

9.8.1 Alerts.................................................................................................................................................... 55

9.8.2 Events................................................................................................................................................... 55

10

Display Performance ............................................................................................................................................ 55

10.1 Display Refresh Rate ................................................................................................................................. 55

10.2 Display Call Up Time.................................................................................................................................. 55

10.3 Response to Users' Interaction................................................................................................................... 55

References........................................................................................................................................................................... 56

1 Introduction

The Connected Enterprise revolves, in part, around analyzing manufacturing data and combining it with business data to create enterprise intelligence. This starts with focusing on the plant floor by presenting machine operators with the information they need to effectively and efficiently keep production moving.

Providing the right information and context to operations can aid in the ability to detect and respond to abnormal situations as well as simplify common tasks. A properly designed HMI can decrease downtime and scrap and improve product quality and productivity. Providing operators the information they need in the right context enables the best decision-making. For example:

? Displays designed using a specific color palette help the operator identify the most important information that may require immediate attention, such as alarms.

? Additional context on how critical parameters are changing, and whether they are within a desirable range, helps operators make better decisions.

This white paper provides guidelines for HMI design and implementation that are aligned with the industry standard; and, while it applies to general HMI development, it was written with FactoryTalk View SE and PlantPAx System applications in mind. This complements publication PROCES-WP016 (Human Machine Interfaces for Distributed Control Systems) which covers important principles for designing HMI based on the industry standard ANSI/ISA-101.01-2015 (Human Machine Interfaces for Process Automation).

ISA 101.01 defines specifics of the HMI design process: an HMI philosophy, HMI style guide, and HMI toolkit.

? The HMI philosophy provides independent or platform-specific guiding principles for HMI design at your plant. ? The HMI style guide uses the guiding principles and concepts that are defined by the HMI philosophy to provide

implementation and guidance. ? The HMI toolkit includes platform-specific graphical systems and HMI elements that can be used to implement the

HMI style guide.

This white paper can assist you in the implementation of ISA 101.01 in your application by providing reusable guidelines that follow standards as a starting point for your own HMI Style Guide. This can be further simplified by leveraging the Rockwell Automation Library of Process Objects as your HMI toolkit for implementation.

An editable version of this document is available on the Rockwell Automation KnowledgeBase (answer ID 1086840). From there, the document can be downloaded and edited to incorporate specifications of your own HMI application.

1.1 Before You Begin

Document your operational needs and goals in an HMI philosophy document and familiarize yourself with the following HMI and Alarm Management standards:

? ANSI/ISA-101.01-2015 Human Machine Interfaces for Process Automation ? ANSI/ISA-18.2-2016 Management of Alarm Systems for the Process Industries

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