isa 101: what it is and why it is needed status update and...
TRANSCRIPT
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ISA 101: What It Is and
Why It Is Needed – Status
Update and Current Activities
2016 ISA Water / Wastewater and Automatic Controls Symposium
August 2-4, 2016 – Orlando, Florida, USA
Greg Lehmann, CAP
Process Automation Technical Manager
AECOM
Co-Chair, ISA 101 Committee
VP-Elect, ISA Image and Membership Department
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA
Process Automation Technical Manager for
AECOM in the Denver, Colorado office.
30+ years of experience in process control,
instrumentation, automation, HMI design,
construction, and operations in the oil & gas,
mining, manufacturing, food & beverage, and
water treatment industries.
Co-Chair of the ISA 101 Standard Committee
VP-Elect, ISA Image and Membership Department
Director, ISA Standards and Practices Board
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Greg Lehmann, CAP
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 3
Presentation Outline
• ANSI/ISA-101.01-2015 Human Machine Interfaces for
Process Automation Systems Standard Committee
– Purpose, Scope, Leadership, Voting Members
• Progress and current status
• What is the ISA 101 Standard and what does it contain?
• Current activities on the Standard Committee
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 4
ISA 101 Standard Committee
• Committee formed in 2006 to establish standards,
recommended practices, and/or technical reports for
designing, implementing, using, and/or managing human
machine interfaces in process automation applications
• Committee makeup
– As of July 1st, 2016 – members 243
– Producer (Supplier) 29.6%
– User 25.5%
– Integrator, Eng & Construction 33.7%
– General (Academic, Government, Consultant etc.) 11.2%
– Worldwide participation in review process
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 5
Purpose of the Standard
• Address the design, implementation, and maintenance of
human machine interfaces (HMIs) for process
automation systems, to:
– Provide guidance to design, build, and maintain HMIs which
result in more effective and efficient control of the process, in
both normal and abnormal situations
– Improve the user‟s abilities to detect, diagnose, and properly
respond to abnormal situations
– Look at the HMI holistically – not just the display
• A Standard is the “What”
• A Technical Report is the “How”
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 6
Scope of the Standard
• Addresses HMI‟s for automated processes to improve safety, quality, and
productivity
• Identifies documentation and design practices that will lead to more effective
and maintainable HMI implementations
• Practices defined in ISA 101 are intended to be applicable to continuous,
batch, and discrete processes
• Devices excluded – the committee agreed to limit the scope to hardware of
a minimum size
– No PDA‟s, smart phones, hand held devices included in this version of the
standard (see later)
• NOTE: The standard cannot recommend the use of commercial standards
or documents such as the ASM Guidelines, texts, etc.
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 7
Who cares about HMI Standards?
• Users
– Responsible for safe and productive operation of equipment and facility
– Live with the HMI and support it for it‟s lifetime
• Integrators, Designers, Engineers
– Design and build the HMI applications
– Commission the HMI, and the associated process
• Suppliers
– Develop the software and hardware needed to build the HMI
– Develop the interfaces/drivers needed for an HMI to transfer data and
information to and from multiple sources
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 8
ISA 101 Standard Committee - Leadership
The Co-Chairs of the ISA 101 HMI Committee are: Dr. Maurice Wilkins (Yokogawa) and Greg Lehmann (AECOM)
The draft standard was organized into the following sections:
Clause Title Leaders
0 General Maurice Wilkins, Yokogawa & Greg Lehmann, AECOM
1 Scope Maurice Wilkins, Yokogawa & Greg Lehmann, AECOM
2 Normative References Nick Sands, Dupont & Dale Reed, Rockwell
3 Definition of Terms and Acronyms Nick Sands, Dupont & Dale Reed, Rockwell
4 HMI System Management Bridget Fitzpatrick, Wood Group Mustang & Ian Nimmo, UCDS, Inc
5 Human Factors/Ergonomics Beth Vail, AECOM & Traci Laabs, Pfizer
6 Display Styles and Hierarchy Dave Lee, UCDS, Inc & John Benitz, Gray Matter Systems
7 User Interaction Bridget Fitzpatrick, Wood Group Mustang & Alan Bryant, Oxy Inc.
8 Performance Mark Nixon, Emerson Process Management
9 Documentation and Training Dawn Schweitzer, Eastman Kodak
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 9
ISA 101 Standard Committee - Voting
• Based on established voting rules
– 20 % of committee – to manage the numbers
– 30% for PR, US, AE and 10% for others
– 24 month window of participation
– Weighted toward individual input to standard
– Last review was in May 2014
• ISA 101 has 34 voting members – which is not 20% of
the committee (243) but, based on the rules…34
qualified
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 10
Progression of the ISA 101 Standard
• The Draft of the Standard began life as a topic based outline
document, and the outlined topics eventually evolved to become the
subjects of the Standard Clauses.
• The outline document became a smorgasbord of topics with only the
outline format holding it together in structure.
• The Committee F-2-F meetings in Indianapolis in 2009 began to
give the document its current structure, that went on to become the
basis for the approved Standard.
– HMI terminology and interrelationship diagram
– HMI Lifecycle concept
• First draft (R0) out for Review and Comment in May 2010. Received
almost 700 comments from 25 Reviewers.
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 11
Status of ISA 101 Standard
• Four more drafts followed and were reviewed by Committee over the
next three years.
• The final, Draft 4, was sent out for a one month review by the full
committee at the end of June 2013
– This was a „should‟/‟shall‟ requirements survey
– There were 20 requirements (shall) & 285 recommendations (should)
suggested
– 67 committee members responded
– The overall average was 85% acceptance of the
requirements/recommendations as written
• After discussions at F-2-F meetings during ISA Automation Week in
November 2013, the draft was „polished‟ by a small team of Clause
Leaders and prepared for ballot as a standard.
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 12
Status of ISA 101 Standard
• The voting member roster was updated and finalized based on
participation over the past 2 years
• On May 27th, 2014 the draft was sent to the committee for a one-
month ballot as ISA-d101-01_CDV1
– The ballot was provisionally approved with 31 votes in favor, 2 votes
against and one voter not responding
– 42 committee members submitted 1162 comments consisting of 829
editorials, 19 major technical and 314 minor technical
– The Clause Leaders began working through the comments after which
time the draft was to be re-submitted for a short ballot period to give the
voting members a chance to change their vote if they wished
– It took two face to face meetings and until March 2015 to resolve these
comments
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 13
Status of ISA 101 Standard
• A short re-ballot was needed to see if anyone wanted to change their
vote – per ISA procedures
– The 2 (from 34) who voted against, changed their vote to positive, so the
end result was unanimously in favor
• ISA 101 was approved by the ISA Standards & Practices board in
early 2015
• ISA 101 subsequently became a nationally recognized ANSI/ISA
standard with ANSI approval in July, 2015
• Formal name: ANSI/ISA-101.01-2015, Human Machine Interfaces
for Process Automation Systems
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 14
What Is ISA 101?
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 15
HMI Basic Definitions
• Fundamental standard
terminology
– Console
– Operator Station
– Monitor
– Screen
– Display
– Pop-up
– Element
• Necessary to enable
common understanding
19
X?X?
X?
X?
Console
Display
Graphic
Elements
Mouse
(Pointing
Device)
Station
Monitor
Graphic
Symbols
Popup
Full-Screen
Display
X?
Pointing
Device
(Touchscreen)
Screen
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 16
HMI Life Cycle Concept
• The life cycle model is a foundation for the standard
DESIGNSYSTEM STANDARDS
OPERATEIMPLEMENT
CONTINUOUS WORK PROCESSES
Continuous Improvement
RE
VIE
W
Philosophy
Style Guide
Toolkits
MOC Audit Validation
In Service
Maintain
Decommission
Continuous Improvement
Build Displays
Build Console
Test
Train
Commission
Qualification
Console Design
HMI System Design
User, Task, Functional
Requirements
Display Design
New DisplayDisplay Changes
New SystemMajor Changes
ENTRYENTRY
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 17
Life Cycle Concept - Stages
• System Standards
– Documents that set the foundation for all HMI design decisions
• Design
– All hardware and software aspects of the HMI
• Implement
– Creation of the HMI in the target platform and hardware
• Operate
– Includes the ongoing maintenance, training, and management of
change functions
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 18
System Standards Stage
• The basic requirements for any HMI application
Activity Objectives Inputs Outputs
Define HMI
Philosophy
Provide guiding principles
for HMI design,
independent of vendor
platforms
Human Factors
Engineering guidelines,
Standards, Best Practices,
Functional requirements,
experience
HMI Philosophy Document
Develop HMI Style
Guide
Provides HMI
implementation details
based on the HMI
Philosophy, feasible on all
target platforms
Requirements documents,
Control System and
Network design standards
HMI Style Guide
HMI Toolkit Provide required graphical
elements to implement
displays based on the Style
Guide
HMI Style Guide,
Requirements documents,
vendor supplied elements,
experience
HMI Toolkit; Platform
Specific
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 19
Design Stage
• Identification of requirements
• Initial designs for all HMI components Activity Objectives Inputs Outputs
User, Task and
Functional
Requirements
Identify activities that
must be supported by the
HMI
Process Functional
Requirements, User Task
Analysis, HMI Philosophy
Requirements Documents
HMI System Design Identify platforms for HMI,
control, interfaces, and
communication
Requirements documents,
Control System and
Network design standards
HMI System Design
specification
Console Design Define complete hardware
and software required,
including all furniture and
supporting systems
Requirements documents,
HFE design standards,
vendor specifications
Console design documents
Display Design Identification of all displays
needed, and navigation
scheme
HMI Philosophy, HMI Style
Guide,
Requirements documents
Display design
documentation, ready for
implementation
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 20
Implement Stage
• Detailed work to actually build the HMI
Activity Objectives Inputs Outputs
Build Displays Completion of all displays
and supporting items
Display Design documents Displays,
User Documentation
Build Console Assembly of all console
hardware and software
Console Design documents Console
Test Integrated test of HMI and
Console
User, Task, Functional
Requirements, Test Plan
HMI ready to commission,
Testing documents,
updated User
Documentation
Commission HMI operational in
production environment
Console, Displays, User
documentation
HMI ready to operate
Train Train all users relative to
their responsibilities
User Documentation,
Requirements Documents,
HMI Philosophy, HMI Style
Guide, as appropriate
HMI ready to operate
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 21
Operate Stage
• Life with the HMI
Activity Objectives Inputs Outputs
In Service HMI in use Commissioning,
Qualification Approval,
User Documentation
Effective HMI
Maintain Ensure HMI reflects current
process requirements
Management of Change
process
Updated, requalified HMI
application, user
documentation, training
materials
Decommission HMI removed from service,
in part or whole
Requirements,
Management of Change
process
HMI (or parts thereof)
removed, archived for
appropriate period
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 22
Continuous Improvement Activities
• Activities and procedures to maintain the HMI
Activity Objectives Inputs Outputs
Management of
Change
Implement changes,
ensuring consideration of
all impacts
Changes in Process
Changes in User, Task or
Functional Requirements
Changes implemented
following approved work
practices to ensure safe
and effective operation
Audit Verify that HMI is being
managed under approved
work practices
HMI Philosophy,
HMI Style Guide
HMI Toolkits
Audit records, MOC,
updates to relevant
Standard documents
Validation Verify HMI meets current
User, Task and Functional
Requirements
Validation Plan Validated system and
appropriate records
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 23
ISA 101 Standard – Current Activities
• The committee met in Louisville at the 2015 ISA FLM and chartered three
working groups
– WG1 - HMI Philosophy & Style Guide Development
– This technical report will describe example applications of the Philosophy and
Style Guide to various Process Automation Systems use cases, and will be
platform independent (41 members)
– WG2 – HMI Usability and Performance
– This technical report(s) will be used to assess the effectiveness of the HMI
application, and how the use of the standard will assist in improving related
metrics (29 members)
– WG3 – HMI for Mobile Devices
– Develop technical report(s) to evaluate and define the use of mobile devices as
HMI stations and how to effectively implement an HMI for use on a mobile device
(21 members)
• Work is well underway on all three Working Groups, please send me an
email if you‟d like to get involved.
• ISA 101 will meet at the 2016 ISA FLM (Sept)
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 24
NEW ISA 112 Committee – SCADA Systems
SCADA Systems Scope
Develop a series of ISA standards and technical reports to improve the overall reliability of
SCADA system design, installation, integration, and operation of the infrastructure for pipelines,
water and wastewater, power, oil and gas, and other industries to improve the
overall integrity and reliability of these systems.
Note: Existing standards address the individual components (controllers, human-machine
interface, alarming, etc.) and associated protocols (DNP, IEC 61850, etc.), which represent
various aspects of SCADA systems. However, there are no documents to address the need for
consistent definition and implementation of the infrastructure to connect these elements to
create, operate, and maintain a SCADA system throughout its life cycle.
SCADA Systems Purpose
The standards and technical reports will provide guidance on how to implement effective
reliable SCADA systems by documenting best practices in a range of industries. The
anticipated plan is to develop one or more standards to be supplemented by technical reports
expanding on implementation details and industry-specific guidelines.
2016 ISA WWAC Symposium
Aug 2-4, 2016 – Orlando, Florida, USA 25
QUESTIONS??
Wrap Up
Greg Lehmann, CAP