BS EN ISO 11064-5-2008 Ergonomic design of control centres - Displays and controls《控制中心的人类工效学设计 显示和控制》.pdf

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1、BS EN ISO11064-5:2008ICS 13.180NO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBRITISH STANDARDErgonomic design ofcontrol centresPart 5: Displays and controls (ISO11064-5:2008)Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIThi

2、s British Standardwas published under theauthority of the StandardsPolicy and StrategyCommittee on 28 February2009 BSI 2009ISBN 978 0 580 57609 6Amendments/corrigenda issued since publicationDate CommentsBS EN ISO 11064-5:2008National forewordThis British Standard is the UK implementation of EN ISO1

3、1064-5:2008.The UK participation in its preparation was entrusted to TechnicalCommittee PH/9, Applied ergonomics.A list of organizations represented on this committee can be obtained onrequest to its secretary.This publication does not purport to include all the necessary provisionsof a contract. Us

4、ers are responsible for its correct application.Compliance with a British Standard cannot confer immunityfrom legal obligations.Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIEUROPEAN STANDARDNORME EUROPENNEEUROPISCHE NORMEN ISO 11064-5July 2008ICS

5、 13.180English VersionErgonomic design of control centres - Part 5: Displays andcontrols (ISO 11064-5:2008)Conception ergonomique des centres de commande -Partie 5: Dispositifs daffichage et commandes (ISO 11064-5:2008)Ergonomische Gestaltung von Leitzentralen - Teil 5:Anzeigen und Stellteile (ISO 1

6、1064-5:2008)This European Standard was approved by CEN on 26 April 2008.CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this EuropeanStandard the status of a national standard without any alteration. Up-to-date lists and bibliograph

7、ical references concerning such nationalstandards may be obtained on application to the CEN Management Centre or to any CEN member.This European Standard exists in three official versions (English, French, German). A version in any other language made by translationunder the responsibility of a CEN

8、member into its own language and notified to the CEN Management Centre has the same status as theofficial versions.CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,France, Germany, Greece, Hungary, Iceland, Ireland, Italy,

9、 Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.EUROPEAN COMMITTEE FOR STANDARDIZATIONCOMIT EUROPEN DE NORMALISATIONEUROPISCHES KOMITEE FR NORMUNGManagement Centre: rue de Stassart, 36 B-1050 Brus

10、sels 2008 CEN All rights of exploitation in any form and by any means reservedworldwide for CEN national Members.Ref. No. EN ISO 11064-5:2008: ELicensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008EN ISO 11064-5:2008 (E) 3 Foreword

11、This document (EN ISO 11064-5:2008) has been prepared by Technical Committee ISO/TC 159 “Ergonomics“ in collaboration with Technical Committee CEN/TC 122 “Ergonomics” the secretariat of which is held by DIN. This European Standard shall be given the status of a national standard, either by publicati

12、on of an identical text or by endorsement, at the latest by January 2009, and conflicting national standards shall be withdrawn at the latest by January 2009. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CEN and/or CENELEC shal

13、l not be held responsible for identifying any or all such patent rights. According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Esto

14、nia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Endorsement notice The text of ISO 11064-5:2008 has been approved by C

15、EN as a EN ISO 11064-5:2008 without any modification. Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008ISO 11064-5:2008(E) ISO 2008 All rights reserved iiiContents Page Foreword. v Introduction . vi 1 Scope . 1 2 Normative refer

16、ences . 1 3 Terms and definitions. 1 4 Principles. 6 5 Process for display and control specification. 15 5.1 Design process . 15 5.2 Design team and competencies 15 5.3 Evaluation 15 5.4 Iteration 16 5.5 Design process steps. 16 6 Alarms High-level requirements and recommendations . 17 6.1 General.

17、18 6.2 Structuring. 18 6.3 Presentation 19 6.4 Interaction and handling requirements 20 6.5 Documentation 20 Annex A (informative) Guidelines. 22 A.1 Overview 22 A.2 Guidance on presentation of information 22 A.2.1 General. 22 A.2.2 Defining network boundaries 24 A.2.3 Determining types and numbers

18、of pages. 24 A.2.4 Developing formats 26 A.2.5 Design elements . 29 A.2.6 Display devices . 30 A.3 Guidance on “user-interface interaction” 30 A.3.1 General. 30 A.3.2 Network management. 31 A.3.3 Page management 32 A.3.4 Selecting dialogue types 32 A.3.5 System response times 33 A.4 Selecting contro

19、l devices 34 A.4.1 General. 34 A.4.2 List of features to be controlled 35 A.4.3 Selection of control type 35 A.4.4 Coding of controls 35 Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008ISO 11064-5:2008(E) iv ISO 2008 All rights

20、 reservedA.5 “Soft” controls, overview displays, communications systems and CCTV. 35 A.5.1 Soft controls 35 A.5.2 Overview displays. 36 A.5.3 Communications systems 39 A.5.4 CCTV (closed-circuit TV) systems and presentation of pictorial images . 40 A.6 Guidance on alarm systems 41 A.6.1 General . 41

21、 A.6.2 Scope and objectives . 42 A.6.3 Alarm management process and procedures 43 A.6.4 How to prioritize 43 A.6.5 Management of change (MoC). 44 A.6.6 Roles and responsibilities 44 A.6.7 Alarm system performance metrics and targets . 45 A.6.8 Monitoring and continuous improvement 46 Bibliography .

22、47 Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008ISO 11064-5:2008(E) ISO 2008 All rights reserved vForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO

23、member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, govern

24、mental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Di

25、rectives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member b

26、odies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 11064-5 was prepared by Technical Committee ISO/TC 159, Ergonomics, Subcomm

27、ittee SC 4, Ergonomics of human-system interaction. ISO 11064 consists of the following parts, under the general title Ergonomic design of control centres: Part 1: Principles for the design of control centres Part 2: Principles for the arrangement of control suites Part 3: Control room layout Part 4

28、: Layout and dimensions of workstations Part 5: Displays and controls Part 6: Environmental requirements for control centres Part 7: Principles for the evaluation of control centres Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2

29、008ISO 11064-5:2008(E) vi ISO 2008 All rights reservedIntroduction This part of ISO 11064 presents principles and processes to be adopted when designing the human-system interface of a control centre. These interface considerations are relevant for operators, supervisors and maintainers of systems.

30、It is intended for use by individuals such as project managers, purchasers, systems designers, specifiers and those developing operator interfaces. The purpose of this part of ISO 11064 is to maximize the safe, reliable, efficient and comfortable use of displays and controls in control centre applic

31、ations. To this end, rules and recommendations based upon ergonomic findings are established for selecting the appropriate display and control types, structuring and presenting information on screens and shared off-workstation displays, and establishing control and dialogue procedures. This part of

32、ISO 11064 focuses on the main principles for the selection, design and implementation of controls, displays and human-system interactions for control room operation and supervision. The wide range of control and displays used in control rooms and the fast changes in technology make it impracticable

33、to provide requirements meeting all situations. The approach adopted here is to identify general principles of good practice that will need to be supported by information accessed from human factors publications and other ergonomics standards. The use of displays and controls in control centres diff

34、ers from that typically found in offices and other non-control situations. Control centre activities are characterized by: being driven by externally controlled events occurring within the process; requiring an appropriate human response in real time human reactions that are inadequate or too late c

35、an cause environmental damage, serious personal injury (e.g. safety-critical situations), equipment damage, lost production, decreased output quality or pollution of the environment; controlling the dynamic behaviours of high-energy or hazardous physical and chemical processes; involving information

36、 derived from a variety of sources; including the monitoring of many complex process variables typically presented via multiple parallel visual and auditory devices; involving team work with resources both within and outside the control room. For these reasons, the standards required in a control en

37、vironment can need to be more stringent than those of the typical office environment (i.e. as covered by ISO 9241). Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008ISO 11064-5:2008(E) ISO 2008 All rights reserved viiThis part I

38、SO 11064 defines principles and specifies requirements to be applied when determining the most appropriate displays and controls for control room functions. Thus, the application of this part of ISO 11064 ought to be of benefit to operators, operating companies, equipment purchasers, interface desig

39、ners, manufacturers and engineering firms as outlined below. Operators and operating companies Communication between operators and equipment will be more uniform across plants to which the standard is applied. This can reduce training burdens and facilitate job rotations. Operator stress, and situat

40、ion-induced operator errors, can be reduced, thus improving operator efficiency and job satisfaction. Purchasers of equipment The buyer has standard criteria to use in judging and selecting any man-machine interface under consideration and the material can be included in procurement requirements. Ti

41、ghter control of procurement offers project managers a reduction of risk. Manufacturers of displays and controls This part of ISO 11064 provides an agreed baseline from which manufacturers can develop and/or offer products. Engineering firms Engineering firms or departments can reference a common se

42、t of guidelines and principles in the selection and application of displays and controls to fit their particular needs. This part of ISO 11064 also offers engineers and product developers advice in the design of displays and controls. Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009

43、 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008INTERNATIONAL STANDARD ISO 11064-5:2008(E) ISO 2008 All rights reserved 1Ergonomic design of control centres Part 5: Displa

44、ys and controls SAFETY PRECAUTIONS Many of the topics covered by this part of ISO 11064 relate to safety-critical matters. It may be advisable to seek professional advice in the interpretation of requirements and the selection of appropriate solutions. 1 Scope This part of ISO 11064 presents princip

45、les and gives requirements and recommendations for displays, controls, and their interaction, in the design of control-centre hardware and software. 2 Normative references The following referenced documents are indispensable for the application of this document. For dated references, only the editio

46、n cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 9241-12, Ergonomic requirements for office work with visual display terminals (VDTs) Part 12: Presentation of information ISO 11064-1, Ergonomic design of control centres Pa

47、rt 1: Principles for the design of control centres ISO 11064-7, Ergonomic design of control centres Part 7: Principles for the evaluation of control centres ISO 13407, Human-centred design processes for interactive systems 3 Terms and definitions For the purposes of this document, the following term

48、s and definitions apply. 3.1 alarm high priority alert used to attract the operators attention to important deviations or abnormal events in system operation 3.2 alert method by which operators are notified of system events requiring a reaction or response 3.3 analogue display display in which the s

49、tatus information is shown as a function of length, angle or other dimension NOTE 1 In the case of visual displays, the information may be shown as a function of pointer deflection, length of a bar graph, or similar visual quantity. Licensed Copy: Wang Bin, ISO/EXCHANGE CHINA STANDARDS, 04/06/2009 08:30, Uncontrolled Copy, (c) BSIBS EN ISO 11064-5:2008ISO 11064-5:2008(E) 2 ISO 2008 All rights reservedNOTE 2 Adapted from ISO 9355-2:1999, definition 3.8. EXAMPLE A physical variable (e.g. temperature) is