Clause 9: Documentation and Training Terminology and definitions As with all standards, establishing a common set of terminology and definitions was vital. You cannot have a standard until you all speak the same language. The ISA committee came up with an easy-to-understand diagram showing what was meant by terms, such as graphic, symbol, and so on figure 1. Having done that, progress lagged until a pivotal decision was made at a face-to-face meeting in Indianapolis, Ind. Figure 1. Selected HMI terms and their interrelationships Life cycle is the key During that meeting, the committee decided the work that had been done to date was good, but the standard needed to flow.

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Member of the ISA Committee. A HMI by itself is only a tool. To be useful, it needs to be used — and that involves an operator. The ISA group understood this, dedicating considerable space in the standard explaining how the makeup of HMIs should be designed to accommodate the operator.

I strongly believe one of the best things we can do in life is teach others how to accomplish a task. Teaching is a noble profession, perhaps the most noble around. Imagine how tough life would be if we had to learn and re-learn things over and over, constantly starting from scratch. If we want to learn how to do something today, we go to YouTube and select one of the dozens of tutorial videos available online.

The standard serves as an exhaustive set of guidelines created to help organizations design, build and operate effective HMIs. Rather, the standard is more of a set of criteria that gives organizations direction on how to create a set of standards for human-machine interfaces. When all aspects and guidelines are taken into account, the ISA group suggests they will contribute to reducing human error. With respect to the actual device and its environment, the ISA committee included various suggestions ranging from guidelines for ambient lighting to density of displayed information and more.

The ISA standards group committed much time setting up some guidelines for the way an operator physically interacts with HMIs, a practice commonly referred to as human factors engineering HFE. Inadequate situational awareness, ISA group said, is a leading contributor to accidents that are attributed to human error. The work is based on decades of experience, includes several suggestions based on best practices and has a number of strong guidelines for specific situations.

Throughout the course of the standard the ISA committee addresses the philosophy, design, implementation, operation and maintenance of Human Machine Interfaces HMIs for process automation systems.

The page standard was a collaborative effort written by a group of veteran automation professionals including end users, integrators, academics and solution-focused professional services engineers, such as myself. While the document provides a breadth of knowledge, there are a few important highlights in the document you should know about if you are someone who works with a HMI on a regular basis.

The punch list of guidelines acts as a must-have set of standards, assuring major system changes adhere to agreed-upon guides or the existing pre-ISA HMIs are continuously improved when display changes are made. The management system is comprised of three parts: HMI philosophy, style guide and toolkit. The ISA asserts if the person understands the what, why and how of a certain device, that person will in turn create and maintain an effective HMI.

The HMI philosophy should be a strategic document, the standard states, which addresses guiding principles governing the design structure of the HMI. Suggestions for guiding principles are provided such as operational requirements, design standards and guidelines, work practices and more. The HMI style guide includes the specific standards and guidelines for the design and implementation of the configurable HMI, drawn largely from the specifications set by the appropriate company or facility.

Since the standard is additive by nature, the style guide should incorporate and reinforce the guiding principles in the HMI philosophy, general design rules for displays and their associated applications, as well as provide guidance on usage of scripting, embedded logic and the use of color. The toolkit is designed to meet style guide requirements and includes display templates, pop-ups and faceplates, as well as static and dynamic graphic symbols.

Training is broken into four areas: operations, maintenance, engineering and administration and management. Operations: The ISA standard recommends outlining training for operational tasks associated with the HMI such as interaction with the control system under all modes of operation, using the alarm system, retrieving historical data and more. Maintenance: With respect to maintenance, it suggests training plant or site maintenance staff to be prepared to use the HMI to accomplish required tasks, as well as vendor documentation for both HMI hardware components and configuration tools, in addition to other things.

Engineering and Administration: On the engineering and administration side, training for the implementation or modification of the HMI should include familiarity with operation functionality, diagnostic tools, system backup and recovery procedures and more. Management: The standard touches on management training by suggesting education of access to high-level production and plant-operating information. While the list might seem a bit excessive for veteran automation professionals, its thoroughness plays a dual role.

Both sides support the purpose of the standard. Defining a term provides an accepted, agreed upon set of terms for the things we use on a daily basis that can provide guidance to newer engineers. It also clearly explains what the term means in simple, straightforward terms. This states what the term is, but more importantly defines what it is not. Again, defining an acronym goes a long way towards clearing the confusion between automation and general computing.

Apart from providing clarity, the definitions included come from a place of experience. Even with the intuitive design of most modern HMIs screens, the navigation and usage can be daunting for those new to the industry.

The ISA guidelines on training users helps spread knowledge in an effort to create and empower all operators to be the best operators. It will provide guidance on system design, implementation, operation and maintenance of SCADA systems by showcasing case studies of best practices within a range of industries. The focus will be on companies and utilities within water and wastewater, power, oil and gas, as well as other industrial organizations that rely on SCADA systems.

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ISA101 HMI standard nears completion

Member of the ISA Committee. A HMI by itself is only a tool. To be useful, it needs to be used — and that involves an operator. The ISA group understood this, dedicating considerable space in the standard explaining how the makeup of HMIs should be designed to accommodate the operator. I strongly believe one of the best things we can do in life is teach others how to accomplish a task. Teaching is a noble profession, perhaps the most noble around.


What You Need to Know about the ISA 101 HMI Standard: Empowering the Operator

Regional Greenhouse Gas Initiative Analysis. Loading SlideShow in 5 Seconds. The International Society of Automation www. Information Display — a grid of barebones information Event display Screen density Screen sizing Computer generated graphic display Alarming Displaying of trends Templates Multiple screens Strategy for converging Control and Information systems standards and more…. My presentations Profile Feedback Log out. ISA and Beamex release a new, free calibration eBook.



Share buttons are a little bit lower. Published by Catherine Underwood Modified over 2 years ago. The group maintains a SharePoint site at. Collect Leads new Upload Login. Regional Greenhouse Gas Initiative Analysis.


Shagore ISA to provide end-user perspective in new international smart manufacturing collaboration. Key Areas for Discussion in Standard Based on the topics identified in our Scope statement, the following areas sia become the key categories of our standard and will be defined more specifically as we continue our work. Biodiversity Conservation Standards. Addressing the Workforce Demands of Modern Industry. Founded inISA zp widely used global standards; certifies industry professionals; provides education and training; publishes books and technical articles; hosts conferences and exhibits; and provides networking and career development programs for its 40, members andcustomers around the world. What is Status Enterprise? To get involved, contact: ISA and Honeywell to co-host free web seminar on cybersecurity for gas metering and data management.

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