Professional Documents
Culture Documents
Performance HMI
Proper Graphics
for Operator
Insert Photo Here Effectiveness
Mark Carrigan
PAS
Rockwell Automation
Process Solutions User Group (PSUG)
November 14-15, 2011
Chicago, IL – McCormick Place West
• PAS Overview
• The History of HMIs in Industry
• High Performance HMI Justification
• Common But Ineffective Process Depictions
• High Performance Graphic Principles and Elements
• High Performance Graphic Hierarchy
• The 7-Step High Performance HMI Development Process
• Summary
Mark Carrigan
Founded in 1993
– Privately held Texas Corporation
– Process Automation Solutions Provider
– 110 People in 9 Offices worldwide
– Sustainable growth - 300% in 7 years
Business Strategy
– Focused on long term growth
– Significant investment in R&D; >20% of annual revenue
– Ten-year plan on software & technology
Industry Organizations & Strategic Partners
– EPRI, ISA, AICHE, NPRA, EMMUA 191
– Regional engineering firms
PAS Solutions
Rockwell Automation
Process Solutions User Group (PSUG)
November 14-15, 2011
Chicago, IL – McCormick Place West
“Numbers
sprinkled on a
screen”
Inconsistent,
improper use of
color
No trends
No condition
information
And Even Worse – Vendor Examples…
90% is a just a
“Improved” Graphic Capability yields even worse practices.
“pretty picture”
Other Industries Do It Better
Time to Complete
Abnormal Situation 18.1 min 10.6 min 41% reduction
Tasks
Image
taken
from
the CSB
report
Test Results
HCT 31.7%
190.5 psig
55.7 psig 155.2 °F 108.2 °F 166.1 °F
65.1 °F 2.77
135.1 Cooler MSCFH
psig
Oil 155.2 °F
Oil 85.1 psi
West East
Alarm Range
depicted and
F S. I. D. S. I. I. D. E. W. A O O (for some)
L P P P T T T T V V M I I shutdown or
O R R R E E E E I I P L L interlock
W E E E M M M M B B S
initiator
S S S P P P P P T
In Out S E Buttons for
I M additional
Show Values Show Trends P
functionality
Analog is Powerful
Analog Indicators with values, direction, and history
Display Display
Measurement Current 32.1 Display
variability in Value: Measurement
the last hour direction –
rolling 10
minutes
S. S. S.
P P P
R R R
E E E
S S S
Analog in Industrial Examples
Scrubber Material Balance Scrubber Material Balance
0.0 0.0
Accumulated
Difference
Leak Leak
Warning Warning
0.0 0.0
31.1 27.9 31.1 27.9
Total Total
Flow Flow
IN 1 OUT
Overflow
Warning
0.0
Accumulated
Difference
Leak
Warning
0.0
31.1 27.9
50 50 50
-2 HRS
-2 HRS -2 HRS
• Proper
Auto-
ranges
5.0 83.0
-90 -60 -30 -90 -60 -30
• Show
boundaries 48.0 Base Temp Deg C 45.6 28.0 Level % 25.6
of “What is
good”
TIME
BASE
44.0 12.0 2 HOURS
-90 -60 -30 -90 -60 -30
Toggle
OUTPUT
6.5 Bottom Flow MPH 5.1 17.0 Reboiler Steam MPH 7.2
2.2 13.0
-90 -60 -30 -90 -60 -30
Feed Flow Head Temp Base Temp Level % Bot Flow RB Steam
P 7.2 mph P 85.2 deg P 45.1 deg P 25.6 % P 5.1 mph P 15.1 mph #7
S 7.0 S 85.0 S 46.0 S 20.0 S 4.5 S 15.0 RHP
O 34.5 % O 50.5 % O 34.5 % O 24.5 % O 28.7 % O 47.5 % COLUMN
AUTO AUTO AUTO AUTO AUTO AUTO
Custom Elements for Startups
Reactor 7 Startup
2
6.9
0
+30 +60 +90
Other Principles
Better Vessel
and Line Not a navigation target
Depiction
SCRUBBER
Crude
Feed
TK-21
2 Hrs
SCRUBBER
FEED SYS
100.0%
SURGE
33.4%
Tiny
Simple Output % numbers can be Illegible
Scales
more effective than tiny scales
Status Depiction
Pumps with Run Indication Sensor:
Wrong Better
Not
Running
STOPPED Bright
(Shape is Unfilled
and darker) saturated
color is used
to indicate
Running
abnormal
RUNNING
(Shape is Filled
situations
Wrong Better
and lighter) only
Pumps without Run Indication Sensing have a fill matching the background:
Basic Principles - Hierarchy
screens, etc.
• Proper Hierarchy minimizes the number of physical
screens and makes for proper navigation
• Graphics designed from P&IDs will not accomplish a
proper hierarchy!
Level 1 Overview – “At-A-Glance Status”
Run Plan:
Reactor 1 Actual: Hydrog A Key Performance Indicators
Comp A Comp B Cool CPC CRM LVL Prod: Thionite Cycle Bed Bed Conversion Efficiency
State: Mid-Run Comp A
A1 A2
Agit: ON 80
Locks: CLEAR
Suct Dsch %
Balance
IN OUT
500
80.0
F
Rate L
70 12 HR
VIB: OK O
W Emissions Limit Ratio
72.0 BRG: OK
2 HR OIL: OK 470 1.0
Locks: CLEAR 2 HR
Run Plan:
Reactor 2 Actual:
Hydrog B
2 Bed Bed
Comp A Comp B Cool CPC CRM LVL Prod: CRM-114 Cycle
B1 B2
State: Mid-Run Comp B 12 HR
Agit: ON 0.5
Locks: CLEAR Suct Dsch
Balance
IN OUT
Feed System Aux Systems
500
Feed A Feed B Feed C SynG CWT CWP S10 S200
68.0
F
Rate L
VIB: OK O
BRG: OK W
60.0
2 HR OIL: OK 470 Atv 1 Atv 2 Pres %IP PWR VentP VentT MGA
Locks: CLEAR 2 HR
Alarms: P1 P2 P3 P4 Toggle
ACK 0 1 2 4 Main Reactor Reactor Hydrog Hydrog
List /Summary
UNACK 0 0 1 1 Menu 1 2 A B
2 071608 08:55:07 RX2 LOW CRM –QUALITY EXC
Clr T-In T-Out Visc C57D Null-A Jup2 Grok
92.0 MPH
PRODUCT
52.3 %
10.0 Hours
-90 -60 -30 2 Pumps Pump 1 Diagnostics Pump 2
Additive 2 Needed 1 RUNNING 1-OK 2-BAD STOPPED
P 4.0 MPH 4
S 4.0
O 44.3 % To
AUTO M5 Temp
Coils 48.0 Temperature °C
P 45.0 °C
6.0 Additive 2 MPH S 45.0
O 54.3 %
AUTO
WC Speed
WEST P 90.8 % SHUT
COMP S 90.0 IDLE PURGE DOWN
O 90.0 % WEST WEST
RUNNING CAS WEST
90.8 111.0 COMP COMP
90.0 32.0 COMP
48.0 65.0
111.0 °C
50.0 West Comp Discharge Temp °C 55.0 West Comp Flow MSCFH 95.0 West Comp Speed %
– Process Safety
– Efficiency
– Equipment health
– Production cost
– Catalyst life
– Environmental
– Qaulity
Different operating modes may have different goals (startup, partial rate,
alternative feedstocks, products, etc…)
Performance against goals must be depicted on the HMI
Step 3: Determine Performance and Goal Objectives for
Process Control
Example performance and goal objectives:
Example: Refining System
Modes of Operation
Full Rates Product “A”
Full Rates Product “B”
End-of-Run Cleanup
Empty - Standby
– Operations
– Communications
• Typical tasks include:
– Controller setpoint and mode manipulation
– Digital (on-off) point manipulation (pumps, fin-fan banks, compressor loading,
valve switching, etc.)
– Activation and monitoring of advanced control schemes or programmatic controls
– Observation of lab results
– Direction of outside operators to perform non-automated tasks
– Interaction with daily production planning goals & changes
– Troubleshooting
– Abnormal Situation response
Step 4: Task Analysis
Full Rates Product Indicator Type Range
Example output of “A” – Necessary
Level 2 Display
(from Style Guide)
Step 5: Design and build high performance graphics, using the design principles in the HMI
Philosophy And Elements from the Style Guide, to address the identified tasks
Example: Refining System
Modes of Operation
Full Rates Product “A”
Feed Components: A - B - C VENT SYS Product: Thionite State: Mid-Run
Full Rates Product “B” Agitator
End-of-Run Cleanup ON Material Balance
Main Feed Reactor M5 M5 Pressure
P 76.8 MPH P 98.0 psig
Empty - Standby S 76.0 Analysis: Purity % S 95.0 SHUT Reset
O 88.5 % 40.0 O 44.3 % DOWN
AUTO AUTO M5 IN OUT
Mode: Full Rates Product “A” – Main Feed MPH +10%
Example Performance & Goal Objectives 80.0
Overhead Purity >99.2% +/- 5 psi, 2hr
Production rate 36,000 lb/hr average on a daily basis FREEZE
32.0 -90 -60 -30 2 Hours +/- 1 %, 2hr M5
Energy usage <42 MMBTU/Hr
Overhead Pressure between 220 psig and 230 psig Analysis: Inhibitor Concentration %
6.0 -10%
Vent to flare: zero flow 72.0
-90 -60 -30 2 Hours M5 Level %
Recycle compressor vibration and bearing temperatures within limits 19707 19301
Additive 1 P 71.0 % ISOLATE
Overall column tray differential pressure < 62 in.H2O S 70.0 Calc Diff: 2.1 %
P 11.9 MPH M5 Hours: 238.1
S 12.0 O 54.3 %
Sidedraw purity > 88% AUTO Since: 06/02/07
O 22.3 %
AUTO 14:00:00
Full Rates Product Indicator Type Range 4.0 -90 -60 -30 2 Hours
Additive 1 MPH 5.0 % Run Plan:
“A” – Necessary (from Style Guide) 14.0
Level 2 Display Actual:
Control Indications
& Manipulations 92.0 MPH
Overhead Analyzer Main Display Trend Desired purity range is 98% PRODUCT
Product Purity #1 - 100%. Default time scale 52.3 %
2 hrs. Hours
Production rate Main Display Trend Scale 30,000 to 40,000 10.0
-90 -60 -30 2 Pumps Pump 1 Diagnostics Pump 2
#1 lb/hr.
Calculated hourly Vertical Scale Good: 40 to 42. Poor: 42 to Additive 2 Needed 1 RUNNING 1-OK 2-BAD STOPPED
energy usage in 50. P 4.0 MPH 4
S 4.0
MMBTU/Hr. O 44.3 %
Overhead Pressure Vertical Scale 220 psig to 230 psig. To
AUTO M5 Temp
Shutdown at 300. Coils 48.0 Temperature °C
P 45.0 °C
Vent to flare Vertical Scale Zero flow is normal. Scale 6.0 Additive 2 MPH S 45.0
to 5,000 lb/hr with auto- O 54.3 %
rescale when exceeded AUTO
Recycle compressor Vertical scale See equipment spec 15-A
vibration & bearing multiple module for limits. Coolant Purge Cat.
temperatures Flow Rate Activity
Overall Column tray Main Display Trend 30 to 70 in.H2O, alarm 40.0
Coolant Conversion Reserve COOLING SYS -90 -60 -30 2 Hours
differential pressure #2 above 62. Default time 2.0 Temp Efficiency Capacity
-90 -60 -30 2 Hours
scale 2 hrs.
Sidedraw purity > 18% Main Display Trend 10% to 25% range, bad
#2 below 18%. Time scale 2 Level 1 M5 M5 - Level 3 - - Level 3 -
hrs. Main Trend Feed Product
Reaction M4 M6 Startup Sequence M5 M5 Cooling
Column Pressure Standard Controller Menu Control System Recovery
Controller PC2011-1 block Overview Overlay Overlay Interlocks System
Column Level Standard Level
Controller LC-2011-2 depiction
Reflux pump Standard Digital
Start/Stop HS-2011-3 Controller
Base pump Start/Stop Standard Digital
HS-2011-4
Recycle compressor
function
Sidedraw sep. level
Controller
Radar plot of
multiple items
Std. Level depiction
See separate list in the
compressor specification
This sounds easy….
Step 6: Install, Commission, And Provide Training On The New
Displays
– Operator Surveys
– On-going HMI suggestion system
– Specific HMI performance review after production upsets,
incidents, and accidents
Summary
• Poor HMIs have been cited as contributing factors to incidents and accidents
• Poor HMI practices are common
• Proper HMIs are an important success factor
• A High Performance HMI is practical and achievable.
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