ANSI ISA 101.01-2015 Human Machine Interfaces for Process Automation Systems.pdf

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1、 AMERICAN NATIONAL STANDARD ANSI/ISA-101.01-2015 Human Machine Interfaces for Process Automation Systems Approved 9 July 2015 ANSI/ISA-101.01-2015, Human Machine Interfaces for Process Automation Systems ISBN: 978-1-941546-46-8 Copyright 2015 by the International Society of Automation. All rights re

2、served. Printed in the United States of America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), without the prior written permission of the publisher. ISA 67 Alex

3、ander Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 US E-mail: standardsisa.org 3 ANSI/ISA-101.01-2015 Copyright 2015 ISA. All rights reserved. Preface This standard has been prepared as part of the service of ISA, the International Society of Automation, toward a goal of uniform

4、ity in the field of instrumentation. To be of real value, this document should not be static but should be subject to periodic review. Toward this end, the Society welcomes all comments and criticisms and asks that they be addressed to the Secretary, Standards and Practices Board; ISA, 67 Alexander

5、Drive; P.O. Box 12277; Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: standardsisa.org. This ISA Standards and Practices Department is aware of the growing need for attention to the metric system of units in general, and the International System of Units (SI)

6、 in particular, in the preparation of automation standards, recommended practices, and technical reports. The Department is further aware of the benefits of USA users of ISA standards of incorporating suitable references to the SI (and the metric system) in their business and professional dealings w

7、ith other countries. Toward this end, the Department will endeavor to introduce SI and acceptable metric units in all new and revised standards to the greatest extent possible. The Metric Practice Guide, which has been published by the Institute of Electrical and Electronics Engineers (IEEE) as ANSI

8、/IEEE Std. 268-1992, and future revisions, will be the reference guide for definitions, symbols, abbreviations, and conversion factors. It is the policy of ISA to encourage and welcome the participation of all concerned individuals and interests in the development of ISA standards. Participation in

9、the ISA standards-making process by an individual in no way constitutes endorsement by the employer of that individual, of ISA, or of any of the standards, recommended practices, and technical reports that ISA develops. This standard is structured to follow the IEC guidelines. Therefore, the first t

10、hree clauses discuss the Scope of the document, Normative References and Definitions, in that order. CAUTION ISA ADHERES TO THE POLICY OF THE AMERICAN NATIONAL STANDARDS INSTITUTE WITH REGARD TO PATENTS. IF ISA IS INFORMED OF AN EXISTING PATENT THAT IS REQUIRED FOR USE OF THE STANDARD, IT WILL REQUI

11、RE THE OWNER OF THE PATENT TO EITHER GRANT A ROYALTY-FREE LICENSE FOR USE OF THE PATENT BY USERS COMPLYING WITH THE STANDARD OR A LICENSE ON REASONABLE TERMS AND CONDITIONS THAT ARE FREE FROM UNFAIR DISCRIMINATION. EVEN IF ISA IS UNAWARE OF ANY PATENT COVERING THIS STANDARD, THE USER IS CAUTIONED TH

12、AT IMPLEMENTATION OF THE STANDARD MAY REQUIRE USE OF TECHNIQUES, PROCESSES, OR MATERIALS COVERED BY PATENT RIGHTS. ISA TAKES NO POSITION ON THE EXISTENCE OR VALIDITY OF ANY PATENT RIGHTS THAT MAY BE INVOLVED IN IMPLEMENTING THE STANDARD. ISA IS NOT RESPONSIBLE FOR IDENTIFYING ALL PATENTS THAT MAY RE

13、QUIRE A LICENSE BEFORE IMPLEMENTATION OF THE STANDARD OR FOR INVESTIGATING THE VALIDITY OR SCOPE OF ANY PATENTS BROUGHT TO ITS ATTENTION. THE USER SHOULD CAREFULLY INVESTIGATE RELEVANT PATENTS BEFORE USING THE STANDARD FOR THE USERS INTENDED APPLICATION. HOWEVER, ISA ASKS THAT ANYONE REVIEWING THIS

14、STANDARD WHO IS AWARE OF ANY PATENTS THAT MAY IMPACT IMPLEMENTATION OF THE STANDARD NOTIFY THE ISA STANDARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS OWNER. ADDITIONALLY, THE USE OF THIS STANDARD MAY INVOLVE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE STANDARD CANNOT ANTICIPATE ALL POSSI

15、BLE APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES ASSOCIATED WITH USE IN HAZARDOUS CONDITIONS. THE USER OF THIS STANDARD MUST EXERCISE SOUND PROFESSIONAL JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE ANSI/ISA-101.01-2015 4 Copyright 2015 ISA. All rights reserved. USERS PARTICULAR CIRC

16、UMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF ANY GOVERNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH PRACTICES BEFORE IMPLEMENTING THIS STANDARD. THE USER OF THIS DOCUMENT SHOULD BE AWARE THAT THIS DOCUMENT MAY BE IMPACTED BY ELECTRONIC SECURITY ISSUES. THE COMMITTEE

17、 HAS NOT YET ADDRESSED THE POTENTIAL ISSUES IN THIS VERSION. The following served as voting members of ISA101 in the development of this standard: NAME AFFILIATION G. Lehmann, ISA101Co-Chair AECOM M. Wilkins, ISA101 Co-Chair Yokogawa IA Global Marketing USMK J. Arbogast American Air Liquide J. Benit

18、z, Jr.* Gray Matter Systems J. Bingham AES Global Inc. A. Bryant* Oxy Inc. P. Castro Raizen - Jatai T. Chaiket Bergen County Utilities Authority W. Cohen Intel Corp. C. Corbin Holloman LLC D. Deardorff Metso Minerals Grinding B. Fitzpatrick* Wood Group Mustang D. Ford Westin Engineering, Inc. G. Gre

19、co Certainteed Gypsum P. Gruhn (Alternate) Rockwell Automation W. Hollifield PAS T. Laabs* Pfizer Global Manufacturing L. Lang Prosys D. Lee* UCDS W. Lee Degussa Evonik D. Lutz NOVA Chemicals I. Nimmo* User Centered Design Services LLC M. Nixon* Emerson Process Management J. Ollerhead Fircroft Eng S

20、ervices K. Patel Signature Automation J. Price ExxonMobil Chemical D. Reed* Rockwell Automation N. Robinson ABB Inc. N. Sands* DuPont R. Schiedermayer Object Technologies CEM Inc D. Schweitzer* Eastman Kodak Co. B. Vail* URS PS / AECOM B. Zakrajsek Koch Modular Process Systems *Clause Editor 5 ANSI/

21、ISA-101.01-2015 Copyright 2015 ISA. All rights reserved. This published standard was approved for publication by the ISA standards and practices board on 16 June 2015. NAME AFFILIATION N. Sands, Vice President DuPont D. Bartusiak ExxonMobil Research those requirements take precedence over any requir

22、ements defined in this document. 1.2.3 Purchase specification This document is not intended to be used as a Human Machine Interface system selection or procurement specification, although at the discretion of the person specifying or requiring it, suppliers could be requested to provide an HMI syste

23、m including the features mentioned herein. This document does not eliminate the need for sound engineering judgment. No particular platform or technology is mandated nor implied. 1.3 Intended audience This documents target audiences are end users, designers, developers, and implementers of HMI syste

24、ms. However, the designs developed by using this standard should include the inputs and needs of all the intended users. These users are the personnel in contact with the HMI systems, such as those from the process, operations, engineering, maintenance, risk assessment (including safety), and qualit

25、y control user groups. 2 Normative references 2.1 References The following referenced documents should be considered for the application of this document. For dated references, only the edition cited applies. For references without a date, the latest edition of the referenced document applies. ANSI/

26、HFES 100-2007, Human Factors Engineering of Computer Workstations ANSI/ISA-5.06.01-2007, Functional Requirements Documentation for Control Software Applications 11 ANSI/ISA-101.01-2015 Copyright 2015 ISA. All rights reserved. ANSI/ISA-18.2-2009, Management of Alarm Systems for the Process Industries

27、 ANSI/ISA-88.00.01-2010 - Batch Control Part 1: Models and Terminology ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) - Enterprise-Control System Integration Part 1: Models and Terminology ANSI/ISA-100.11a-2011, Wireless systems for industrial automation: Process control and related applications ANSI/ISA-

28、62381-2011 (IEC-62381 Modified), Automation Systems in the Process Industry Factory Acceptance Test (FAT), Site Acceptance Test (SAT), and Site Integration Test (SIT) ANSI/ISA-62443-1-1 (99.01.01)-2007, Security for industrial automation and control systems Part 1: Terminology, concepts, and models

29、ANSI/ISA-62443-2-1 (99.02.01)-2009, Security for industrial automation and control systems: Establishing an industrial automation and control systems security program ANSI/ISA-62443-3-3 (99.03.03)-2013, Security for industrial automation and control systems Part 3-3: System security requirements and

30、 security levels ISO 11064-1:2000, Ergonomic design of control centres Part 1: Principles for the design of control centres ISO 11064-4:2004, Ergonomic design of control centres Part 4: Layout and dimensions of workstations ISO 11064-5:2008, Ergonomic design of control centres Part 5: Displays and c

31、ontrols ANSI/ISA-101.01-2015 12 Copyright 2015 ISA. All rights reserved. 3 Definition of terms and acronyms Defined terms are used in this standard. Synonymous terms, which are not used in this standard, are listed in parentheses. 3.1 Definitions For the purposes of this document, the following defi

32、nitions apply. 3.1.1 Alarm An audible and/or visible means of indicating to the operator an equipment malfunction, process deviation, or abnormal condition requiring a response. ANSI/ISA-18.2-2009 3.1.2 Alert An audible and/or visible means of indicating to the operator an equipment or process condi

33、tion that requires awareness, that is indicated separately from alarm indications, and which does not meet the criteria for an alarm. ANSI/ISA-18.2-2009 3.1.3 Aspect ratio The ratio between the total horizontal and total vertical pixels on a screen (e.g., 4:3 or 16:9). NOTE Displays designed for one

34、 aspect ratio screen (e.g., 4:3) may appear distorted when shown on a screen with a different aspect ratio (e.g. 16:9). 3.1.4 Auditory coding The use of auditory signals to convey information to operators. 3.1.5 Auditory signal A particular, unique, recognizable sound used to convey a particular, un

35、ique meaning. 3.1.6 Call up time The lapsed time for all display elements to be refreshed after a display change has been requested. 3.1.7 Chromatic distortion Color fringing or smearing caused by unequal focusing of different colors. 3.1.8 Commissioning Procedures prior, or related, to handing over

36、 a system for placing into service. These procedures often include acceptance testing (FAT, SAT and SIT); handing over of drawings and documentation; delivering instructions for operation, maintenance, and repair; and providing training to personnel. 13 ANSI/ISA-101.01-2015 Copyright 2015 ISA. All r

37、ights reserved. 3.1.9 Console The hardware, software, and furniture or enclosure at which users monitor and/or control the process, which may include multiple stations, communication devices, and other devices (e.g., cameras, barcode devices, pushbutton stations). See Figure 1. 3.1.10 Control room A

38、 room with at least one HMI console from which a process is monitored and/or controlled and possibly containing other control system equipment and/or other facilities for operators. 3.1.11 Control system A system that responds to input signals from the equipment under control and/or from an operator

39、 and generates output signals that cause the equipment under control to operate in the desired manner. ANSI/ISA-18.2-2009 3.1.12 Controller The hardware which executes functions for monitoring and control of one or more process variables. NOTE In some industries, the primary user of the HMI is calle

40、d the controller. Within this standard, the term controller is used as defined in Clause 3.1.12. 3.1.13 Dashboard A graphical summary showing various pieces of important information typically used to give an overview of a process or part of a process. 3.1.14 Display (Graphic, window) A visual repres

41、entation of the process and related information used by the operator for monitoring and control. See Figure 1. 3.1.15 Display style (Display format, graphic layout) A description of the generic layout of a display and its presentation of information, not referring to any particular content. 3.1.16 D

42、rill-down A method of navigation in which successive displays show increasing detail for smaller subsets of the system scope. 3.1.17 Faceplate A display, part of a display, or popup used for monitoring and/or direct operation of a single control loop, device, sequence, or other entity. 3.1.18 Graphi

43、c element A component part of a graphic symbol, such as a line or circle. See Figure 1. ANSI/ISA-101.01-2015 14 Copyright 2015 ISA. All rights reserved. 3.1.19 Graphic symbol A visual representation of a process component, instrument, or condition in a display composed of a combination of simple gra

44、phic elements. See Figure 1. 3.1.20 Human factors engineering (HFE, ergonomics) A scientific discipline concerned with the understanding of interactions between human and other elements of a system that applies theory, principles, data, and methods to design in order to optimize human well-being and

45、 overall system performance. 3.1.21 Human machine interface (HMI, HMI system) The collection of hardware and software used by the operator and other users to monitor and interact with the control system and with the process via the control system. 3.1.22 Keyboard An input device that allows the user

46、 to type characters, values or commands to affect the control system. See Figure 1. 3.1.23 Monitor (Video display unit, VDU, computer screen, LCD display) - noun An electronic device for the display of visual information in the form of text and/or graphics. See Figure 1. 3.1.24 Monitor - verb To mai

47、ntain awareness of the state of a process, by observing variables or the change of variables against limits or other variables, to keep track of operations and enable timely and appropriate response to abnormal conditions. 3.1.25 Navigation A function which supports users in locating desired informa

48、tion in an HMI-based information system, and also in guiding the selection of displays, or the act of selecting a display. 3.1.26 Operator The primary user of the HMI, the person who monitors and makes changes to the process. NOTE In some industries, the primary user of the HMI is called the control

49、ler. Within this standard, the term controller is used as defined in Clause 3.1.12. 3.1.27 Platform A particular family of HMI products capable of using a common toolkit. 3.1.28 Pointing device An input device which translates physical movements to movements of a pointer, cursor or other indicator across the screen (e.g., a mouse, trackball, or touchscreen). See Figure 1. 15 ANSI/ISA-101.01-2015 Copyright 2015 ISA. All rights reserved. 3.1.29 Popup (Popup display, overlay) A display that appears (pops up) in the foreground of the sc