EN ISO 11064-5-2008 en Ergonomic design of control centres - Part 5 Displays and controls《控制中心的人类工效学设计 第5部分 显示器和控制器》.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)This British Standardwas published under theauthority of the StandardsPolicy and StrategyCommittee on

2、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 ISO11064-5:2008.The UK participation in its preparation was entrusted to TechnicalCommittee PH/9, Appli

3、ed 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. Users are responsible for its correct application.Compliance with a British Standard cannot confer im

4、munityfrom legal obligations.EUROPEAN STANDARDNORME EUROPENNEEUROPISCHE NORMEN ISO 11064-5July 2008ICS 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 command

5、es (ISO 11064-5:2008)Ergonomische Gestaltung von Leitzentralen - Teil 5:Anzeigen und Stellteile (ISO 11064-5:2008)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 Europ

6、eanStandard the status of a national standard without any alteration. Up-to-date lists and bibliographical 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,

7、French, German). A version in any other language made by translationunder the responsibility of a CEN 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

8、, Czech Republic, Denmark, Estonia, Finland,France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.EUROPEAN COMMITTEE FOR STANDARDIZATIONCOMIT EU

9、ROPEN DE NORMALISATIONEUROPISCHES KOMITEE FR NORMUNGManagement Centre: rue de Stassart, 36 B-1050 Brussels 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: EBS EN ISO 11064-5:2008EN ISO 11064-5:2008 (E) 3 Forewo

10、rd 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 public

11、ation 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 s

12、hall 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, E

13、stonia, 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 b

14、y CEN as a EN ISO 11064-5:2008 without any modification. BS 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 references . 1 3 Terms and definitions. 1 4 Principles. 6 5 Process for display and control specifica

15、tion. 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. 18 6.2 Structuring. 18 6.3 Presentation 19 6.4 Interaction and handling requirements 20 6.5 Docu

16、mentation 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 of pages. 24 A.2.4 Developing formats 26 A.2.5 Design elements . 29 A.2.6 Display devices . 30 A

17、.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 control devices 34 A.4.1 General. 34 A.4.2 List of features to be controlled 35 A.4.3 Selection of con

18、trol type 35 A.4.4 Coding of controls 35 BS EN ISO 11064-5:2008ISO 11064-5:2008(E) iv ISO 2008 All rights 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

19、TV) systems and presentation of pictorial images . 40 A.6 Guidance on alarm systems 41 A.6.1 General . 41 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 s

20、ystem performance metrics and targets . 45 A.6.8 Monitoring and continuous improvement 46 Bibliography . 47 BS 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

21、 (ISO 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,

22、governmental 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/

23、IEC Directives, 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 me

24、mber bodies 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, S

25、ubcommittee 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

26、Part 4: 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 BS EN ISO 11064-5:2008ISO 11064-5:2008(E) vi ISO 2008 All rights reservedIntroduction This part of ISO 11064 pre

27、sents 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. It is intended for use by individuals such as project managers, purchasers, systems designers

28、, 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 applications. To this end, rules and recommendations based upon ergonomic findings are established

29、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 ISO 11064 focuses on the main principles for the selection, design and implementation of cont

30、rols, 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 to provide requirements meeting all situations. The approach adopted here is to identify gene

31、ral 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 differs from that typically found in offices and other non-control situations. Control centre act

32、ivities 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 can cause environmental damage, serious personal injury (e.g. safety-critical situations), equ

33、ipment 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 derived from a variety of sources; including the monitoring of many complex process variable

34、s 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 environment can need to be more stringent than those of the typical office environment (i.e. as

35、 covered by ISO 9241). BS EN ISO 11064-5:2008ISO 11064-5:2008(E) ISO 2008 All rights reserved viiThis part ISO 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

36、of ISO 11064 ought to be of benefit to operators, operating companies, equipment purchasers, interface designers, 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 sta

37、ndard is applied. This can reduce training burdens and facilitate job rotations. Operator stress, and situation-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 an

38、y man-machine interface under consideration and the material can be included in procurement requirements. Tighter 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

39、 develop and/or offer products. Engineering firms Engineering firms or departments can reference a common set 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 advi

40、ce in the design of displays and controls. BS EN ISO 11064-5:2008BS EN ISO 11064-5:2008INTERNATIONAL STANDARD ISO 11064-5:2008(E) ISO 2008 All rights reserved 1Ergonomic design of control centres Part 5: Displays and controls SAFETY PRECAUTIONS Many of the topics covered by this part of ISO 11064 re

41、late 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 principles and gives requirements and recommendations for displays, controls, and their interacti

42、on, 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 edition cited applies. For undated references, the latest edition of the referenced document (in

43、cluding 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 Part 1: Principles for the design of control centres ISO 11064-7, Ergonomic design of contro

44、l 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 terms and definitions apply. 3.1 alarm high priority alert used to attract the operators atten

45、tion 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 status information is shown as a function of length, angle or other dimension NOTE 1 In the

46、 case of visual displays, the information may be shown as a function of pointer deflection, length of a bar graph, or similar visual quantity. BS 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

47、. temperature) is represented by a bar. Its length corresponds to the current value of the variable. 3.4 brightness attribute of visual sensation associated with the amount of light emitted from a given area NOTE It is the subjective correlate of luminance. See ISO/CIE 8995-1. 3.5 code technique for

48、 representing information by a system of alphanumeric characters, graphical symbols or visual techniques (e.g. font, colour or highlighting) ISO 9241-12 3.6 coding procedure within the design process by which categories of information are allocated to elements of a code alphabet NOTE These categorie

49、s of information include the operation modes of machines (i.e. ON, OFF, standby, in alarm) and the kinds of media within the pipes or vessels of a plant. EXAMPLE Alphabet, shape, colour or size. 3.7 control, verb purposeful action to affect an intended change in the system or equipment EXAMPLE Adjusting set-point, changing the operation mode from ON to OFF. 3.8 control, noun device that directly responds to an action of the operator, e.g. by the operator applying pressure NOTE See also process contr