modern plant control centers and operator control concepts_k1
TRANSCRIPT
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A white paper issued by: Siemens. Siemens AG 2012. All rights reserved.
February 10, 2012
Summary
This a rticle prese nts a user-centric concept for structuring indus-
tria l process con trol. The b a ckgroun d to th is concept is the con-
sta ntly increa sing ly complexity o f t he processes to b e m onitored
and t he w orking environ ment in control room s from the perspec-
tive of the operato rs. The use of m ode rn pla nt control cente rs
and operat or control concepts can support a nd o ffload operators
in the execution o f their ta sks by mea ns of a pow erful huma n
machine interface.
Modern p lant control centers
and operator control concepts
HMI+ supports operative p rocess
control of industrial production
processes by m eans of user-centricprocess visualization
Dipl.-Ing . S. Kempf, Siemen s AG, Karlsruhe
Dipl.-Ing. L. Glathe, Siemens AG, Frankfurt
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Content
HMI+ supports operative process control of industrialproduction processes by means of user-centric process
visualization..............................................................................31. Introduction........................................................................ 32. Concept of user-centric process visualization ........................... 33. Display and operator control concept using the example of
a batch column..................................................................... 64. Conclusion.......................................................................... 8
Bibliography ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
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1. Introduction
The primary t ask of the o perato r is to ca rry out
operat ive process cont rol on t he b asis of process
and plant informat ion from the production process
and its log istics and auxiliary processes [1].
Operative process control aims to maintain the safe
operation of the production plant in accordancewith requirements, to maximize the availability of
the production system despite isolated faults, an d
to g uarantee product q uality despite fluctuat ions in
raw material quality, faults in the plant, and va ria-
tions in throughput [5].
Finally, the process sequen ce must b e optimized
w ith rega rd to costs, qua lity and safety.
The o perato r's prima ry ta sks a re extende d in pa r-
ticular by high cost pressure, for example throug h
mat erial planning t asks, b roa der qua lity assurance
and ef ficient operation of the plant.
These extend ed t asks are traditiona lly cont ained in
the area o f the plant control level.
The req uired informat ion is presented to t he ope ra-
tor in centralized cont rol structures, ma inly via the
display and operator control components of t he
process control system in the co ntrol roo m. Fur-
thermore, additional information from a heterog e-
neo us system w orld, e .g. PIMS, ERP, LIMS etc., must
be supplied to the operator and presented in rela-
tion to the task. This heterogeneo us autom ation
landscape increases the complexity of the working
environment of control room operators.
In a ddition, the rising level of a utoma tion of today's
industrial produ ction processes results in a reduc-
tion in the numb er of control room personnel and,
in parallel, in a sh arp increa se in the volume of
process information to be mo nitored by ea ch opera-
tor, caused, fo r example, by comb ining control
rooms.
This increa sing co mplexity in product ion processe s,
as w ell as the w orking environment in control
rooms, m akes it diff icult for opera tors to
form a holistic ment al picture of the plant and
processes to be mo nitored. But precisely this men-
tal picture is hugely important for monitoring the
sta tus of the plant/process.
The use of user-oriented an d t ask-oriented concepts
of fers a solution to this problem. These a re aimed
at creat ing integrated w ork systems, i.e. combined
optimization o f th e a pplication o f t echnology, or-
ga nization, and q ualification of t he user. Instead o fada pting people to technology, technology must be
ada pted to peo ple [2].
Starting from the planning phase of process plants,
the se a spects of user-centric process visualizat ion
must b e sufficiently ta ken into account in the de-
sign and conceptua l definition of plant control
centers and operator control concepts.
This user-cen tric hum an m ach ine inte rfa ce (HMI),
referred to be low as HMI+ , ha s a crucial share in
this. In the remainder of this article, special atten-
tion is given to the design o f operator consoles and
their elements an d st ructures.
2. Concept of user-centricprocess visualization
The display an d opera tor cont rol concept for plant
operators has change d significant ly in recent years.
Where previously mosa ic pa nels w ere used for op-
erator control, today the operator sits a t a PC w ork-
stat ion w ith, for example, 4 screens. Until now, the
benefits of t he mosa ic panel and recorder, such as
clear representation of process states, were rarely
ado pted for PC w orkstat ions. Rather, the focus w ason eye-catching g raphics w hich w ere, how ever, o f
no great benefit in performing t he actua l operato r
task.
Visualization systems and processes used today
ach ieve positive results only in some a reas; fo r
example, individua l plant sect ions or sub-processes
can be clea rly represented using g raphics displays.
HMI+ supports operative process control of industrialproduction processes by means of user-centric processvisualization
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The syste ms a re charact erized by:
A mishmash of different devices a nd softw areproducts w ith non-homog enous ope rator inter-
faces
Multiple input a nd o utput devices per PC at t heoperator wo rkstat ion
Standa rd configuration of operato r workstat ions(e.g. a lwa ys 4 screens per client)
Cost-driven workstation designHow ever, th e processes used to represent process
values display w eak points w ith regard to t he fol-
lowing
Display o f the o verall sta tus of t he process - thebig picture
Operators receive information predominantlythrough t he use o f a lphanume ric displays instead
of a nalog representa tions with pat tern recogni-
tion
Attraction of t he operator's attention by mea nsof sha pe-coding and co lor-coding
Task-relat ed a nd ac tivity-relate d visualizat ion Display o f informat ion
Fig. 1: HMI+ , user-centric concept for designing industrial
process control in acco rdance w ith [3]
The concept a nd design pha ses are also accompa -
nied by conceptua l wea knesses:
Process pictures are crea ted o n the b asis of iso-lated piping a nd instrumenta tion diagrams w itha different display purpose
Particularly in new plants, it is not po ssible toinvolve the operating personnel in the design
process at a n early sta ge
Lack of a process visualizat ion sta nda rd encom-passing all devices
Lack of process know -how in the d esign processHMI+ , a user-cent ric concept fo r designing indus-
trial process control, is described below (see Fig 1).
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This concept combines t horoug hly fam iliar ele-
ments a nd structures of operator control units, such
as o perator interfaces a nd the ir procedures, with
the design of operato r consoles and control rooms,
and organizational measures to form a holistic solu-
tion a pproach.
The st art ing point fo r all considerat ions is the de-
tailed ana lysis of operato r tasks with regard to
process control and additional tasks in the control
room area (see th e exa mples in Tab le 1). This an aly-
sis must be ca rried out specifically for each plant o n
a project-related basis and with the involvement of
the team of o perators.
No. Tas k Job fun ction Activity Req uiremen ts fo r process visu-
alization
1 Process control Monitoring an automat ed
plant
Monitoring essential
operating parameters
(process-relate d KPIs)
Overview d isplays with essen tial
operating parameters of the
plant to b e monitored
Display of the permissible to ler-
ances
Display of limit violat ions
Display of a larms and their
priorities
Ana log displays for "patt ern
support"
Trend displays f or as sessing
situations and deciding on
operating strategy
2 Process control Monitoring an automat ed
plant
Detec ting /perceiving
faults
Attracting a ttention by means o f
color schem e with distinct alarm
colors
Avoidan ce of cog nitive
overload
3 Process control Monitoring an automat ed
plant
Find ing /ident ifying the
cause of the f au lt
Jump function from alarm pa ge
to th e measuring point in the
process picture
4 Materials plan-
ning
Planning ma terials Entering recipe param e-
ters
Uniform and device-neutral
presentation of th e operator
screen forms
Use of the same input and ou t-
put devices as for process con-
trol
5 Documentation
for process
control
Keeping a shift logbo ok Ente ring the relevant
process value in the shift
logbook
Presentation of all relevant
process values (in a log)
6 Extended qua lity
assurance
Monitoring of quality-
related process parameters
Monitoring of quality
KPIs
Visualization of quality KPIs in
overview d isplays of th e process
control system
Device-independent, homo ge-
nous presentat ion of the qu ality
KPIs
Tab le 1: Requirements f or process visualization resulting from o perator t asks
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In a ddition to project-specific issues, the follow ing
generally valid issues for improving process visuali-
zation have been derived from the prioritization of
the requireme nts for process visualizat ion (cf. Table
1):
Proced ure for represent ing process values:
Additional use of abstract operator procedures inw hich the process topolog y plays a subordinate
role. For example: process-relat ed o verviews
w ith essential operating parameters of the plant
to be mo nitored in an a rrang ement of hybrid
displays w ith tolerance a nd limit value visualiza-
tion th at suppo rts patt ern recog nition. The oper-
ating parameters to be displayed are selected in
interact ion w ith the operat ing personnel accord-
ing to ce rta in criteria. Aroun d 80%of operato r
input and monitoring during normal operation of
the plant ta kes place from these overviews.
Partial replacement of alphanumeric displaysw ith ana log displays, hybrid displays (analog and
sta tus display), a nd t rend representa tions.
Reduct ion in the comp lexity of t he process flowdiagrams thanks to task-oriented and process-
status-oriented selection of the process values to
be represented (dedicated representat ions for
start-up and shutdow n, normal operation, loa d
change, and diagnostics)
Use of a co lor scheme including a larm colors Process picture representations as a component
in organizing the operator console
Representat ion o f informat ion instead of dat a,e.g. innovative representat iona l objects for tem-
perat ure distributions, or trend curves for assess-
ing situa tions and deciding on o perating strate-
gies
System solutions:
Multifunctional integrated o perator w orkstat ionwith homogenous operator interface, operator
cont rol w ith the sam e input/out put devices
Applications of all individual devices in accor-dan ce w ith a device-w ide style guide for process
visualization
Configuration of the operator wo rkstat ion a spart of t he organization of the operator console
Ergonomic design of the o perator w orkstation Design of the control room as the living space for
the operators
Measures in the concept and design phase:
Specify the process visualization co ncept in thestyle guide of the process visualization system
Integrate the users (operating personnel) intothe design process at an early stage. If this is not
possible, the a bstract representa tions must be
created later in the optimization pha se
Involve experts w ith process know -howThe concept is based o n t he rules a nd recommen-
dat ions f ur the structure of d isplays whe re screen
systems a re u sed for process control listed in
VDI/VDE 369 9 "Pro cess con t rol using displa y
screens" [4].
The recommen dat ions in tha t docum ent a re con-
tinued in this concept and placed in the context ofuser-centric process visualization.
3. Display and operator con-trol concept using the exam-ple of a batch column
The conc ept described in th e previous section is
explained below using the example of a distillation
column.
The t asks of the o perato r of a distillat ion columnare:
Starting up and shutting dow n the distillat ioncolumn
Monitoring the process-relat ed cha racteristicvariables, e.g. differential pressure
Respond ing to cha nge s in pressure (fract ionchange) at the head of the column
Responding to alarmsThese t asks are ta ken into accoun t in the display
and o perator control concept to gua rantee an o pti-
mal w orking environment for the o perator.
An overview d isplay is selected for mo nitoring the
process-relate d cha racteristic values. This cont ains
the important process values and closed-loop con-
trols of the column. This display has the a dvan ta ge
tha t large volumes of data can be combined for the
condensed presentation of informat ion.
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Fig. 2: Overview diagram of the column
The t ask "monitoring t he he ad pressure" is effec-
tively supported by a trend display on the o perator
screen. At a const ant hea d tem perature (T1001),
the hea d pressure (P1002) drops sign ifican tly wh en
changing from one fraction to the next. The opera-
tor must respond to this by chang ing t he draw -off
tank.
The ta sk "monitoring t he differential pressure",
especially following a fraction change, is supported
by a trend display showing the permissible toler-
ance ba nd. The d ifferential pressure (P1003) is a
mea sure of the g as load in the column and must be
kept approxima tely const an t. This is w hy the o pti-
mal working range is represented in the trend dis-
play.
Other important characteristic variables repre-
sented include the energy consumption o f the plant
and the reflux ratio.
New hybrid displays enable the evaluation of the
process values. These visua lize t he accepta ble
range for the process value. Otherwise, evaluation
using an ana log value wo uld be possible only w ith
experience.
Fig. 3: New hybrid display
Anothe r exam ple of eva luating process va riab les isthe representa tion of the temperatures in the col-umn.
Evaluating t he process stat us using t he tempera-tures as ana log va lues can only be done w ith expert
know ledge (cf. Fig. 4; a re the temperat ures w ithin
the optimal wo rking range?).
Optimal Operating Range
Prozess Value with Measure
(Visualization of an Alarm)
Alarm Indication
Alarm (High Limit)
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Fig. 4: Typical view of a distillation co lumn
If the temperatures are instead visualized as a
temperature curve showing the o ptima l wo rking
range, the evaluation can be do ne via the picture.
(cf. Fig. 5; o ne tem perature is not in the optimal
wo rking rang e).
Fig. 5: View o f a distillation co lumn with vertical tempe rature
curve
4. Conclusion
The su gg ested user-centric visualizat ion co ncept is
intended as a holistic solution approach for effec-tively coping w ith the increasing complexity of th e
processes to be monitored and the working envi-
ronment in cont rol rooms f rom the o perator's per-
spective.
Many aspects justify investment in modern human
ma chine interf aces or call for redesigning of t radi-
tional operator control concepts: safe operation of
production plants through avoidance of operator
errors, extension of operator tasks, loss of operat-
ing know-how through fluctuations in employee
numbers, and , not least, increased w ork load result-
ing from t he merg ing of cont rol roo ms. Initial ex-periences in application argue in favor of the use of
these concepts.
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Bibliography
[1] NA 120 "Operato r Workplace from the Human -Process Commun ication Point of
View "
[2] Wickens, C.D., Hollan d, J.G. (2000). Eng ineering psycholog y and human perform-
an ce. New Jersey: Prentice Hall.
[3 ] EEMUA 20 1 PROCESS PLANTCONTROL DESK UTILISING HUMAN-COMPUTER IN TER-
FACES - A Guide t o Design, Opera tiona l an d Huma n-Compute r Interf ace
Issues
[4] VDI/VDE 3699 "Process con trol using display screen s"
[5] Charw at , H.J. Lexikon der Mensch-Maschine Komm unikation
(Lexicon of human machine comm unication)
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