Professional Documents
Culture Documents
Owner:
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 2 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
1.1 Objective
The objective of this document is to provide requirements for the human machine interfaces on operator
stations for safety and automation systems (SAS). It will give the framework, general principles and the
philosophy to be applied when designing and evaluating the HMI in the SAS projects. Further, the design
rationale is provided and detailed requirements for the graphical formats and elements to be used are
presented.
SAS performs monitoring, logic control, safeguarding and information presentation in a plant. The HMI
requirements herein shall be common for all equipment that is connected to the SAS or have HMI
presentation in the CCR. The intention is to create a uniform user interface across all systems the CCR
operator will use.
The specification shall be used when designing graphical displays for new SAS operator stations for new
plants and SAS upgrade projects.
1.3 Provision
This document is provided for in “Automation, Technical Requirements and Standards” (TR3030).
TR1212 defines a set of "building bricks" (symbols, colours etc). The design process shall identify how the
building bricks shall be put together to pages in a hierarchy. During the design process, the structure of
the displays and pages shall be established, and the pages will be filled with symbols and elements like
separators, pipes, valves and pumps.
The design process shall be based on Human Factors principles and a recognized standard (e.g. ISO
11064), see GL1212 and TR0926 Annex B and C for more information.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 3 of 55
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Governing document Classification:
SAS Operator Station HMI Open
In order to meet these goals, the design shall be based on the following principles:
1. Based on operator tasks and logic rather than system logic/SCDs and P&IDs
2. Good visual order/structure; through correct use of colours, organising information in rows and
columns were possible, clear and concise graphics, and a good and representative illustation of the
process flow
3. No visual noise (clutter)
4. Making important objects and information easy to detect/identify, i.e. important information shall
catch the eye compared to less important information
5. Be consistent in structure and appearance
6. Based on operator competency
7. Be controllable, i.e. operators must be able to start and stop a process/the system, control its
direction and progress
8. Provide input/output flexibility, i.e. several ways of interacting e.g. via keyboard, mouse, and
functional keys
9. Provide feedback and status information
10. Be error tolerant, detect and correct errors and provide sufficient time for operator error correction
11. Meet operator expectations and conventions
12. Operator participation during design
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 4 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
An operator station shall consist of two screens, one keyboard and one mouse connected to the operator
station computer. This also applies for normally unmanned workstations.
The smallest 4:3 screen should be 20 inches with at least 1280 x 1024 pixels resolution.
The smallest 16:9 (16:10) screen should be 23 inches with at least 1920 x 1080 pixels resolution.
4.1.3.1 General
In the two-screen operator station, pages shall be organised in areas as shown below:
The navigation buttons for level 2 pages shall have fixed locations throughout all pages.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 5 of 55
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Governing document Classification:
SAS Operator Station HMI Open
The navigation tabs for level 3 pages shall change according to latest selected level 2 page. These tabs
shall have a fixed location for each level 2 page.
When pressing a navigation button or a navigation tab, the corresponding process window shall appear in
the main area on one of the two screens. It shall be easy to select on which screen (left or right) the
window shall appear.
Two fields reflecting status of underlying pages shall be shown to the right of the navigation button and
the navigation tab:
Field one: Alarm status, where the colour of the highest priority alarm shall be shown.
Field two: In priority; either suppression, blocking or hiding status. Status for hidden alarms should
not be shown in the navigation tabs.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 6 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
Level 4: Detailed auxiliary and support pages. Also detailed pump control, lubrication and compressor
control pages are found on this level. Further, PSD equipment protection pages are on this level.
All predefined pages shall have a unique and unambiguous identifying title to be located at the top of the
page. It shall be consistently positioned and express the display content (e.g. a specific compressor
stage). The title used on a page and its linked/associated navigation buttons or labels should be identical
(although consistent truncations are allowed).
All predefined pages should have a page number of the format xx.yy.zz, where x, y and z are digits from
0 - 9. The page on level 1 has page number 00.00.00. The pages on level 2 should be numbered
according to their system (sub-process) numbers using the xx digits, e.g. the overview display for system
20 is called 20.00.00. The pages on level 3 are numbered consecutively using the yy digits, e.g. the first
detailed process page in system 20 is called 20.01.00. Correspondingly, the pages on level 4 use the zz
digits.
If several systems appear on a single page, then the page number should identify the most important
system.
The page number should have a less prominent position than the page title and be located consistently
throughout the pages. A smaller font can be used.
The plant name should be shown on a less prominent position, e.g. together with the page number (using
the same font).
00.00.00
Level 1: Large screen display, wall‐mounted.
Large screen display
Permanent, not manipulative
Process overview, safety overview, CCTV, alarm overview, etc.
Work stations
20.01.01
Level 4: Detailed aux.pages and additonal pages (object Lubri‐
(…)
windows) cating
PSD equipment protection
Navigation buttons in the uppermost part of the page (menu and tabs), see section 4.1.3.2.
Navigation keys for direct access to the overview pages, see section 4.3.1.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 7 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
Links (buttons) in the process flow lines for jumps between pages following the process flow. Both
forward and backward links shall be present. The new page should identify the process flow line from
the previously active page.
Move forward and backward in a pre-defined order between pages in the hierarchy by using the arrow
keys. A pre-defined order could be the various stages in an oil separation train, or a defined process
order in a refinery.
“Previous” and “next” keys and buttons. Navigation memory should keep track of at least five pages.
Directly from alarm list, other lists, and trend pages.
By searching for a page title or page number using techniques as described in section 4.3.2.
The direct navigation keys should be used for navigation to all level 2 pages. If required, due to a high
number of pages, a shift-key can be applied. All keys shall be robust and the keyboard should be one
unity. Frequently used keys should be located in the lower area.
4.3.2 Search and find for tags, pages and other information
A flexible, effective and user-friendly search and find facility shall be available. The function should be
available in a dedicated field in the pages, by pressing a key or a combination of keys (e.g. Ctrl-F).
The tag names shall automatically disappear from the page after 60 seconds or by re-pressing the
dedicated key, combination of keys (e.g. Ctrl-T) or using the system system button.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 8 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
5.1.5 Rules for designing fire and gas pages including meteorological information
One fire and gas overview page illustrating the physical plant layout shall be made.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 9 of 55
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Governing document Classification:
SAS Operator Station HMI Open
Pages for fire and gas testing and maintenance shall be made.
Navigation in the hierarchy of fire and gas areas shall be user-friendly and efficient.
Maximum two clicks for navigation to the desired page should be necessary.
Navigation in the fire and gas hierarchy shall be possible by pointing and clicking in the desired
area.
Detail pages shall display main equipment and static text as necessary to understand the purpose.
Escape routes shall be displayed.
All fire and gas areas shall have the same orientation.
If "installation-north" differs from true north, then “installation-north” shall point straight
upwards, if not, (true) north shall point straight upwards.
True north shall be illustrated. If different from “installation-north” then “installation-north” and
the deviation shall be illustrated.
Wind, wave and current direction shall be presented on an overview page.
On all pages in the plant area hierarchy, the wind direction and wind speed should be displayed. The
wind direction arrow shall follow the international meteorological standard (actual wind direction).
Emergency equipment with feedback to CCR (e.g. emergency showers) should be displayed.
Dialogue windows shall cover as little as possible of other information on the pages. Therefore, the most
frequently used control functions shall be available from a compact dialogue window, offering only the
relevant buttons for control.
Unnecessary graphics like standard buttons and unnecessary frames shall be avoided. The focus in the
design shall be on compactness and user-friendliness.
The dialogue window shall appear (open) when left-clicking the desired object and result in a selected
object marked selected as shown in section 6.2.8.
The dialogue window shall disappear (close) when clicking outside the dialogue window, except if it is
pinned.
Use of confirmation (e.g. pressing an ‘OK’ button after entering a new set-point) should be reduced to a
minimum.
Vendor-specific dialogue windows (often large and extensive) should be available from the compact
dialogue windows.
1[1]
These are also called control windows, object windows or faceplates.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 10 of 55
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Governing document Classification:
SAS Operator Station HMI Open
A pre-defined set of trend windows shall be made for all level 2 and level 3 process pages.
It shall be possible to navigate directly (with only one mouse-click or key) from a process window to the
corresponding trend window.
In the main area (see Figure 1 on page 7), it shall be possible to create from one to six trend windows
covering the whole area. In each trend window, a maximum of eight trend variables shall be shown
Each trend window shall be designed with efficient use of space in mind. Unnecessary frames, lines,
buttons, etc. shall be avoided.
The trend pages shall be capable of showing all types of values; analogue and digital, including
parameters (e.g. alarm limits). The update time shall be adapted to the actual process and have a
minimium limit of 1.0 second.
See section 6.9 for the specification for the trend formats.
Flexible and effective sorting, searching and filtering functionality shall be available for the various lists.
A standard alarm line shall comprise the following fields in the following order from left to right:
Priority
Acknowledged/unacknowledged status (coded in the priority field)
Alarm status (i.e. active/passive) (coded in the priority field)
Tag name
Description (shall be complete and concise, including relevant area and alarm service information)
Alarm category (state/class)
Date showing day and month (normally regarded as sufficient). Format to follow local nomenclature.
Timestamp (time for alarm generation, see TR1494) on the format tt:mm:ss. Use local nomenclature
for formatting. Milliseconds shall normally not be shown, but be available on demand, e.g. by mouse-
over in the time field.
Actual value of the alarm tag (analogue or digital) compared to the alarm limit. Use an appropriate
symbol for comparison (e.g. <, >, ≠).
Engineering unit (if relevant)
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 11 of 55
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Governing document Classification:
SAS Operator Station HMI Open
By clicking on the alarm line, the corresponding page where the alarm originates shall appear. It should be
possible to select which screen this page appears on, either directly or by a configurable system
parameter.
Downmost on the alarm page the following summary information shall be displayed:
Page number and total number of pages, e.g. Page 2 of 5
Total number of alarms
Total number of active alarms for each priority
Total number of unacknowledged alarms
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 12 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
6.1 Introduction
All sizes (e.g. height of letters) are specified in mm based on a viewing distance of 600 mm from the
specified display. For information, letter sizes are also given in points.
The symbols (colours and sizes) are specified for a 23-inch TFT active-matrix liquid crystal display
(AMLCD). See App A for specifications.
The project shall verify that the colour set is suitable on the specific display screens to be used. The
colours are relative to each other and specified by the device-dependant colour models HSL (hue,
saturation, lightness) and RGB (red, green, blue). This means that adjusting one colour might require
adjusting all colours. The adjustment shall be done on the colours as a set so that the relative differences
between the colours are maintained. The colours are tested on the specified display.
Process/utility
ESD/PSD
Fire and gas
Electro/HVAC
Alarm list
Trend
To give a feeling of how the suggested colours are perceived, the colours in the following pages are
illustrated on this background colour2[2].
2[2]
NB: how colours will appear in the real operating context will depend on the ambient lighting (“colour rendering”)
and the RGB characteristics of the hardware, see section 6.1.1 and GL1212).
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 13 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
Text should be written in the local language and follow national rules of orthography. In order to promote
readability, sentence case text shall be used, i.e., the first letter shall be upper case and the following
letters small case. Upper-case letters can be used in abbreviations.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 14 of 55
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Governing document Classification:
SAS Operator Station HMI Open
Tanks/vessels should be drawn schematically and similar to their physical shapes. Unnecessary details
should not be shown, but it should be possible to identify various tank types, e.g. an atmospheric tank
should be different from a pressure vessel. The size should reflect importance and/or physical size.
An identifying text should be located close to or inside the static element. Dynamic objects can be located
inside the static symbol (e.g. small trends).
Table 5: Additional specification for static elements in PSD & ESD safety pages
Symbol Type HSL RGB Example
Connection from Solid line 0 o, 0 %, 41 % 105, 105, 105
status field to ESD- 0.5 mm
block or similar
Connection point Circle 0 o, 0 %, 41 % 105, 105, 105
Diameter: 1
mm
Static logic symbols 4 mm x 4 0 o, 0 %, 41 % 105, 105, 105
mm
Line Weight:
0.4 mm
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 15 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
Controller output values should be located next to the control element (valve, pump, etc.).
For all types of formats, the tag name and the description should be shown in the tooltip. In addition,
dynamic values like controller set-point (including the static engineering unit) can be shown.
The appearances:
A: Normal
B: Referring to the previously active page (i.e. on the current page, the arrow pointing back to the
previously active page becomes dark).
Line thickness for frame around inner arrow (in state A): 0.2 mm
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 16 of 55
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Governing document Classification:
SAS Operator Station HMI Open
Text font and size shall be as for static text. The actual size of the button should be adapted to the length
of the text label.
All instances of the same object should be marked, even if they appear on several pages and/or for
different users.
Element details:
Colour: White, RGB 255, 255, 255
Line thickness: 0.4 mm
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 17 of 55
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Governing document Classification:
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(Note: the magenta text underneath or above some formats or elements, as shown below, are for
descriptive purposes only, and not part of the formats/elements).
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 18 of 55
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Governing document Classification:
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Bends/rounded corners shall be used when process lines turn +/- 90o on a page, see Figure 9.
6.3.2.2 Process media colours for oil & gas (offshore) plants
For plants using only a few various media, colours defined in Table 9 should be used.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 19 of 55
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Governing document Classification:
SAS Operator Station HMI Open
6.3.2.3 Process media colours for onshore plants (refineries, gas treatment, LNG)
Colours defined in Table 10 should be used. For each plant project relevant and good colours, defining
the unique media should be selected from this list.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 20 of 55
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Governing document Classification:
SAS Operator Station HMI Open
Alarm colours shall indicate alarm priority and be used as fill colours in rectangular fields, see table in
section 6.3.3.2. Colours defined in Table 11 should be used.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 21 of 55
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Governing document Classification:
SAS Operator Station HMI Open
Where flashing of alarms is required, the coloured area shall alternate with dimmed alarm colours as
defined in Table 12.
Table 12: Dimmed alarm colours
HSL RGB Ex.
Priority 1 0 o, 24 %, 62.5 % 182, 137, 137
Priority 2 60 o, 30 %, 57.5 % 179, 179, 115
Priority 3 300 , 11 %, 59 %
o
162, 138, 162
Priority 4 180 o, 17 %, 61 % 140, 173, 173
Priority 5 9 , 14 %, 59 %
o
165, 140, 136
Priority 6 52.5 o, 15 %, 59 % 166, 162, 135
Priority 7 300 o, 7 %, 58 % 155, 141, 155
Low-low alarm
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
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Governing document Classification:
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Deviation alarm
Fault
Simulated / disabled
Please note:
The special symbols “double-H” and “double-L” shall be used for HH alarm and LL alarm, respectively.
White colour shall be used for symbols/letters on red and dim magenta, and black colour shall be
used for symbols/letters on yellow and dim cyan.
1. Unacknowledged (raised alarm): Flashing between alarm priority colour and reduced alarm priority
colour.
Duty cycle: 50 %
Frequency: 2.5 Hz
2. Acknowledged: Steady alarm priority colour.
3. Return to normal and unacknowledged: Frame flashing between alarm priority colour and reduced
alarm priority colour.
Duty cycle: 50 %
Frequency: 2.5 Hz
Priority 1 Priority 2
Process Process
Alarmlists Alarmlists
pages pages
”on” H 1 H 2
”off” H 1 H 2
Figure 10: Example of unacknowledged alarm for priority 1 and 2 alarms where the alarm formats shall
flash between the two formats “on” and “off
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 23 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
Figure 11: Example of acknowledged alarm for priority 1 and 2 alarms where there shall be no flashing
Priority 1 Priority 2
Process Process
Alarmlists Alarmlists
pages pages
”on” H 1 H 2
”off” H 1 H 2
Figure 12: Example of “return to normal” and unacknowledged alarm for priority 1 and 2 alarms where the
alarm formats shall flash between the two formats “on” and “off
The letter/number inside the alarm frame in “return to normal” and unacknowledged alarm (state 3) shall
be black for all alarm priorities.
Letters on blue colour shall be white. See Table 15 with status fields.
Table 15: Status fields for suppressed/blocked/shelved/hidden alarms included including an example of a
hidden alarm
Suppressed. See definition in section 7.1.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 24 of 55
Validity area: Statoil/All locations/All value chains/On- and offshore
Governing document Classification:
SAS Operator Station HMI Open
Figure 13: The pump symbol showing running and not running
Status indication should be located in three fields in parallel with the flow direction (above upon
horizontal flow, to the left upon vertical flow). The fields (internally listed according to priority) are:
1: a) Blocked (white B on blue rectangle)
b) Conflict alarms (blocked and shutdown signal) (C on alarm priority colour)
2: a) Manual mode (M)
b) Priority start sequence (1, 2, 3) in auto mode
3: a) Suppressed (white U on blue rectangle)
b) Fault (F on alarm priority colour)
c) Manual hidden alarm (shelved)
d) Automatic hidden alarm
Appearances of the alarm states and alarm-like states shall be as defined in section 6.3.3.
Figure 14: Pump status indication for horizontal flow (not complete with all combinations)
The pump symbol should blink when changing state, i.e. starting or stopping. When the pump is stopping
(i.e. it has been in operation), it should blink between the two formats in Figure 15.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 25 of 55
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Governing document Classification:
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Figure 15: The two different appearances of the pump symbol when in a transition state from “running” to
“not running”
When stopped position is confirmed, the symbol shall change to the “not running” symbol.
When the pump is starting (i.e. it has been “not running”), it should blink, i.e. alternate between the two
formats in Figure 16.
Figure 16: The two different appearances of the pump symbol when in a transition state from "running" to
"not running"
When running is confirmed, the symbol shall change to the running symbol.
Figure 17: Pump safety and abnormal states – see descriptions below (combinations are not shown)
1. When PSD is active (LSL/FSL in ST012), a white triangle shall appear on top of the symbol.
2. When interlock is active (FDL/FDH in ST012), the format shall become white.
3. When not available (from the electric control unit MCC, XE in ST012), a cross shall appear in the center
of the symbol.
Figure 18: The compressor symbol showing “running” and “not running”
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 26 of 55
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Governing document Classification:
SAS Operator Station HMI Open
The functionality (including transition state) should be similar as for the pump symbol.
Figure 19: The turbo expander symbol showing “running” and “not running”
The functionality (including transition state) should be similar as for the pump symbol.
Figure 20: The fan/blower symbol showing “running” and “not running”
The functionality (including transition state) should be similar as for the pump symbol.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 27 of 55
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Governing document Classification:
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Control valves
Normal on/off valves (block valves)
On/off valves with manual reset from field (ESD-valves typically)
On/off valves with reset from the CAP
Manual valves
Figure 21: The five valve symbol types showing open and closed position
Status should be indicated in three fields in parallel with the flow direction (above upon horizontal flow, to
the left upon vertical flow). See Figure 22 for vertical flow.
Figure 22: Location of status indication for valves – see description below
Appearances of the alarm states and alarm-like states shall be as defined in section 6.3.3.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 28 of 55
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Governing document Classification:
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Figure 23: Different statuses for controller valve (combinations are not shown)
Figure 24: Different statuses for on/off-valve (combinations are not shown)
The valve symbol should blink when moving, i.e. opening or closing.
When the on/ off-valve is closing (it has been open), it should blink, i.e. alternate between the two
formats shown in Figure 25.
Figure 25: The two different appearances of the on/off-valve symbol when in a transition state from open
to closed
When closed position is confirmed, the symbol shall change to the closed symbol.
Figure 26 shows the alternating formats when the on/ off-valve is opening.
Figure 26: The two different appearances of the on/off-valve symbol when in a transition state from
closed to open
When open position is confirmed, the symbol shall change to the open symbol.
Safety and abnormal states are illustrated and described as follows (combinations are not included):
Figure 27: Valve safety and abnormal states – see description below (combinations are not shown)
1. When PSD is active (LSL/FSL in ST012), a white triangle shall appear on top of the symbol.
2. When interlock is active (FDL/FDH in ST012), the symbol shall become white.
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 29 of 55
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Governing document Classification:
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3. When not available (from the electric control unit MCC, XE in ST012), a cross shall appear underneath
the actuatorsymbol.
Controller output or valve feedback should be shown. The control output should be located close to the
actuator and the valve feedback close to the valve body. These numbers are not part of the valve symbol
itself, and shall be located independently as separate objects. See examples in Figure 29.
Figure 29: Location of controller output and valve feedback numbers (normally only one of the
numbers are shown)
Additional valve identifiers can be located near the valve symbol if required for identification of EV, XV,
HV, etc.,.These letters are not part of the valve symbol itself, and should be located separately. They are
similar to small static labels and have the same colour and size (2.3 mm).
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
2.01, valid from 2009-12-17
Page 30 of 55
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The functionality (including transition state) should be similar as for the valve symbol.
Figure 32: The electrical heater symbol showing “in operation” and “not in operation”
The functionality (including transition state) should be similar as for the valve symbol.
Figure 33: The motor and generator symbol showing “in operation” and “not in operation”
Plant operation, maintenance and modification (OMM), Technical and professional requirement, TR, Final Ver.
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The functionality (including transition state) should be similar as for the valve symbol.
Figure 34: The generic symbol showing “on” and “off” for operatable and non-operatable objects
Symbol details should be:
Size: 5 mm x 5 mm
Fill colour when on/running: Light green. HSL: 95 o, 16 %, 46 %, RGB 114, 136, 98.
Fill colour when off/not running: Background colour.
Line colour: Dim green. HSL: 98 o, 25 %, 31 %. RGB: 75, 100, 60.
Numbers: Black RGB 0, 0, 0. Bold
For special purposes: Instead of using ‘1’ or ‘0’ inside the symbol, one or more letters indicating a special
function can be used. The size should then be adapted to the label size. The label should normally not be
in bold font. It should be possible to control text colour and fill colour individually.
See example with the label “MPC” below:
Figure 35: The generic symbol with letters. Colour of text and fill is independent.
Colour of label when inactive: Grey HSL: 0 o, 0 %, 47 %. RGB 119, 119, 119
Colour of label when active: Black RGB 0, 0, 0.
Such fields can be located in various positions relative to each other. The engineering unit can be shown
in the measurement value field, omitting the instrument function code in the instrument field. See Figure
36.
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There should be no space between the instrument field and the measurement value.
Function code letters according to the Engineering Number System (ENS), e.g. F, L, P, T (see TR0052), shall
be used.
Figure 37: Status indication for the indicator element (see descriptions below)
Appearances of the alarm states and alarm-like states shall be as defined in section 6.3.3.
A thin line above the rectangular instrument field should be visible if there is an upper action limit (upper
trip or HH alarm) on the indicator, and underneath if there is a lower action limit (lower trip or LL alarm)
on the indicator. This line should be coloured blue if the actual limit is blocked, together with a field
showing a white B on blue background. The example in Figure 38 shows blocking of the LL trip limit.
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Figure 38: Example illustrating existence and blocking of trip limits on an indicator
Details for the action limit lines and alarm and status fields:
Line weight: 0.4 mm.
Line colour when not active: Light grey: HSL: 0 o, 0 %, 75 %. RGB: 191, 191, 191.
When blocked, line becomes blue: HSL: 240o, 100 %, 50 %. RGB: 0, 0, 255.
Single alarm field: Width: 3.5 mm. Height: 3.5 mm.
Field for blocked: Width: 3.5 mm. Height: 3.5 mm.
When a fault occurs, the measurement value colour shall change from black to grey.
6.3.14.1 General
For controllers there are two main variants:
1. A large variant showing measuring value, controller type, and different status (including alarm)
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Figure 42: The normal controller element in three different controller modes
The two fields indicating alarm and alarm-like states listed in priority are:
1: a) Blocking (white B on blue rectangle)
b) Conflict (C on priority colour)
2: a) Alarm (code/category on alarm priority colour)
c) Fault (F on alarm priority colour)
d) Suppressed (white U on blue rectangle)
e) Manual hidden alarm
f) Automatic hidden alarm
Appearance of alarm states and alarm-like states shall be as defined in section 6.3.3.
A A A A A A A A
L 78,4 F 6 L 78,4 L 78,4 L 78,4 L 78,4 L 78,4 L 78,4
H H H H BH UH B HH B LL
Figure 43: Examples showing alarm states and alarm-like states for the controller element
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An extension of this first variant can be used when greater accuracy is relevant and desired (e.g. for fiscal
measurements):
If showing the set-point value is desired (e.g. for the pressure controller connected to the PV-valve to
flare for monitoring the opening of the pressure relief valve), the set-point value should be shown close to
the controller element. This value shall be an independent object and shall not be part of the controller
symbol.
T L F P T P
The fill is coloured according to the alarm priority colour, or blue if blocked or suppressed. The measuring
value can be located next to this element. However, the compactness of the page is reduced as more
numbers are used.
Figure 48: The compact and alternative controller element with a measurement value
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Function code letters according to the Engineering Number System (ENS), e.g. F, L, P, T, see TR0052, shall
be used.
Figure 49: The controller element with advanced process control function (see descriptions below)
A: MPC switch off. The controller is in non-MPC mode (actual mode here is auto, local set-point, other
connections are not shown).
B: MPC switch on. The controller is in non-MPC mode (actual mode here is auto, local set-point, other
connections are not shown).
C: MPC switch on. Controller is getting the set-point from MPC, but the MPC application is not active on
this controller.
D: MPC switch on. Controller is getting the set-point from MPC, and the MPC application is active on this
controller.
For specification of the MPC button, see section The functionality (including transition state) should be
similar as for the valve symbol.
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Generic . Note that the label should not be bold, and that the width of the button should be adapted to
the text. If another name than “MPC” is used (e.g. “APC”), this should be applied.
Figure 50: The bar-graph element with alternatives (see descriptions below)
The bar-graph shows existing alarm limits. The vertical axis is normally selected to be within the
measurement range, but if appropriate, a different range should be possible to select.
The size of the bar-graph element is flexible and should be adapted to the process. Recommended size
is:
Width: 3 mm
Height: 15 -20 mm
Examples are in accordance with this. If a different size of the total bar-graph is used, the other sizes
shall be adjusted accordingly.
Set-point arrow when using the recommended bar-graph element size should be:
Width: 2 mm
Height: 3 mm
Fill colour: Dim blue. HSL: 213 o, 46 %, 30 %. RGB: 41, 73, 112
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Height: 15 mm
Fill colour: Grey. HSL: 0 o, 0 %, 64.5 %. RGB 165, 165, 165
Alarm lines only indicate existing alarm limits. If the alarm limit is an action limit (trip limit) it is coloured
light grey. Sizes and colours should be:
Line thickness: 0.4 mm
Colour if not action limit: Grey. HSL: 0 o, 0 %, 52 %. RGB 133, 133, 133
Colour if action limit: Light grey. HSL: 0 o, 0 %, 82.5 %. RGB: 210, 210, 210.
All numbers, letters and alarm indications should have the same size and font as used for controllers and
indicators. Appearances of the alarm states and alarm-like states shall be as defined in section 6.3.3.
An active alarm should be shown by using coloured rectangles with a letter code for alarm category on the
right side of the symbol. It should be located such that the upper edge of HH and H alarms matches the
alarm limit lines. For LL and L alarms, the rectangle is located such that lower edge matches the
corresponding alarm limit lines.
Figure 51: Examples showing alarms and blocking for the bar-graph element
Figure 52: Controller lines where both controllers are in auto mode, i.e. the slave controller is not
receiving an external set-point
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Figure 53: Controller lines where the salve controller is in cascade mode
Figure 54: Controller lines where the slave controller is in manual mode
Figure 55: Controller lines where the slave controller is in advanced process control mode (APC, MPC),
receiving the set-point from the MPC-application
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Figure 58: Example of use of logic and static elements for controller lines
See GL1212 for a solution sketch and specification for the compact dialogue window.
Figure 59: Status indication for the input ESD/PSD element (see descriptions below)
The fields listed according to priority are:
1: a) Alarm (code/category on alarm priority colour)
b) Fault (F on alarm priority colour)
c) Suppressed (white U on blue rectangle)
d) Manually hidden alarm
e) Automatic hidden alarm
2: a) Blocking (white B on blue rectangle)
b) Conflict (C on priority colour)
3[3]
These are also called control windows, object windows or faceplates.
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The appearance and functionality shall be the same as for indicators on process pages. See 6.3.13 on
page 36.
Figure 60: The three fields of the output element on ESD & PSD detail pages (see description below)
1: a) Blocked
b) Conflict
2: a) Device status (valve open, closed, etc.)
3: a) Fault
Figure 61: Examples of use of fields in the output element on ESD & PSD detail pages
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Gas detectors:
Line detector
Canal/duct
Acoustic leakage A A
Kryogen temperature
measurement K K
Heat detector
Smoke detector
For poisonous gas, letters indicating type of gas should be used. In Figure 63 H2S and CO2 is used as
examples. An ‘!’ should be used where a specific poisonous gas cannot be confirmed.
Between the transmitter and receiver on the line gas detector, a thin, static and stippled line should be
shown.
Gas concentration (% LEL) should be displayed with numbers close to the detector symbol.
Colour of dynamic number: Black, RGB 0, 0, 0.
Colour of static text (e.g. %) should follow the static colour specification.
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Figure 64: Symbols for manual call point and emergency shower in normal and alarm state
Emergency showers with feedback should be displayed using the alarm priority colour when released and
with dim green coloured when not released.
Release button
Release foam Fo Fo
Common details:
Size: 5 mm x 5 mm.
Colour: Dim green. HSL 98 o, 25 %, 31 %. RGB 75, 100, 60.
Line weight for frames: 0.4 mm.
Colour for letters while in normal state: HSL 102 o, 25 %, 19 %. RGB 43, 60, 36.
Colour for letters while in alarm state: Black, HSL 0 o, 0 %, 0 %. RGB 0, 0, 0.
Size of letters: 2.5 mm (10 pt).
Failure or block status fields shall be located next to the detector symbols as shown for an acoustic gas
detector in Figure 66.
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Figure 66: Placements of status fields together with the acoustic gas detector symbol
Detector codes or tags should not be permanently visible. A tooltip should include detector code or tag.
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Figure 68: Example of acknowledged alarm in a fire and gas overview page
Figure 69: Colour used for emergency routes on fire and gas overview pages
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Figure 70: Element for wind direction. To the left, the plant north and the magnetic north match. To the
right, they diverge.
The dynamic (moving) dark arrow should show the wind direction. The rest of the element is static.
Table 18: Details for the wind direction element
Element Line thickness / HSL RGB
size
Static lines showing 0.3 mm 0 o, 0 %, 55 % 140, 140, 140
direction
Static circle frame line 0.3 mm 0 o, 0 %, 55 % 140, 140, 140
Static circle fill 14 mm x 14 mm 0 o, 0 %, 63 % 162, 162, 162
Static line showing 0.3 mm 0 o, 0 %, 50 % 128, 128, 128
“plant north”
Dynamic wind arrow 0.3 mm 0 o, 0 %, 30 % 77, 77, 77
frame line
Dynamic wind arrow Length: 3.0 mm 0 o, 0 %, 30 % 77, 77, 77
head fill Width (back): 3.0
mm
Dynamic wind arrow fill Length: 13.5 mm 0 o, 0 %, 47 % 119, 119, 119
(back) Width: 1.0 mm
The letters (N, S, W, E) follow the requirements for “major headings in safety pages” (section 6.2.2).
However, only the ‘N’ should be bold.
6.7.1 Lines
Line thickness primary line: 0.7 mm
Line thickness secondary lines: 0.5 mm
Line pattern: Solid
Busbars shall be drawn with primary line thickness. Cables, overhead lines, etc. shall be drawn with
secondary line thickness.
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If the plant has only one voltage in the same voltage level, then the voltage line shall apply the darkest
colour.
If the plant has two voltages in the same voltage level, then the highest voltage line shall apply the
darkest colour (as indicated in the table).
If the plant has three voltages in the same voltage level, then a third colour shall be chosen.
6.7.2 Electrical switch symbols
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Available colours for trend lines are listed in two sections, colours for process media (Table 22), and other
colours (Table 23).
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7 Additional information
7.1.1 Definitions
Display: Device for presenting information that can change with the aim of making things visible, audible
or discriminable by tactile or proprioceptive perception (Source: ISO 11064-5).
Element: Basic component used to make up formats such as abbreviations, labels, items, symbols, coding
and highlighting (source: ISO 11064-5 and NUREG-0700), see Figure 76.
Format: Pictorial display of information on a visual display unit (VDU) such as message text, digital
presentation, symbols, mimics, bar chart, trend graphics, pointers (source: ISO 11064-5), see Figure 76.
HMI: Human-Machine Interface or Human-System Interface (HSI) comprises all matters and procedures of
a machine (or system) available for interaction with its (human) users (Source: ISO 11064-5). Some issues
in the HMI concept:
Everything from the basic information elements (lines, symbols, etc.) to the system of many displays.
Controls used together with the screen displays.
Alarm system, safety and parameter monitoring system, group-view displays, communication
systems, and computerized operator support system.
Operator station and workplace design.
The maintainability of digital systems.
Operator station: A unit where the operator can perform control and monitoring. One or more operator
stations will form an operator workplace.
Operator workplace: All equipment the operator has for his/her disposal to do the monitoring and
control of his plant area. Consist of one or more operator stations.
Page: Defined set of information that is intended to be displayed on a single display screen (Source: ISO
11064-5 and NUREG-0700), see Figure 76.
Note: A window may form an entire page where it fills a single display screen.
Window: Independently controllable area on the display screen used to present objects and/or conduct a
dialogue with a user (Source: ISO 11064-5), see Figure 76.
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Figure 76: Relationship between display screen, display, page, windows, formats and elements. From ISO
11064-5.
7.1.2 Abbreviations
CCR Central control room
EEMUA Engineering Equipment and Materials Users’ Association
ENS Engineering Number System
ESD Emergency Shutdown
HMI Human Machine Interface
Identical with HIS – Human System Interface
HSL
HVAC Heating, Ventilation and Air Condition
IMS Information Management System
MPC Model Predictive Control
LSD Large screen display
PSD Process Shutdown
SAS Safety and Automation System
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7.3 References4[4]
EEMUA Publication No. 191, Second edition (2007), Alarm Systems: A Guide to Design, Management and
Procurement. The Engineering Equipment and Materials Users’ Association.
EN 614-2 (2000), Safety of machinery, Ergonomic design principles – Part 2: Interactions between the
design of machinery and work tasks.
ISO 11064-5 (2008), Ergonomic design of control centres – Part 5: Displays and controls. The
International Organization for Standardization.
NUREG-0700 Rev. 2 (2002), Human-System Interface Design Review Guidelines, US Nuclear Regulatory
Commission, Office of Nuclear Regulatory Research, available from Internet via http://www.nrc.gov/
ST012 (1999), NORSOK I-005 System Control Diagram, Rev. 1, October 1999, available from Internet via
http://www.standard.no/no/Fagomrader/Petroleum/NORSOK-Standard-Categories/I-SCD-Syst-Contr-
Diag/
YA-711 (2001), Principles for alarm system design, Norwegian Petroleum Directorate/Norwegian
Petroleum Authority, available from Internet via http://www.ptil.no/. Norwegian version: YA-710.
TR0052, Statoil Engineering Number System Oil and Gas Production Facilities
4[4]
References are mainly given as sources for information in this document, not as documents that must be read in
order to use this document.
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Before applying a specific monitor, special considerations should be made. The monitor used for testing
might not be suitable for control room use (24/7 service) because of burn-in problems.
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