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Slide 1
WW HMI SCADA-04 Discover the newSituational Awareness Library inInTouch 2014
John KrajewskiDirector HMI/Supervisory Product Management
© 2013 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries.All third party trademarks and service marks are the proprietary marks of their respective owners.
@InvensysOpsMgmt / #SoftwareRevolution
/Wonderware
/Wonderware HMI
/Group – HMI/SCADA/AppServer
social.invensys.com
New Release!
2014
Slide 3 3
SituationalAwareness
Situational Awareness
The perception of environmental elementswith respect to time and/or space, thecomprehension of their meaning, and theprojection of their status.
WW HMI SCADA-01 IncreasedOperational Effectiveness withSituational Awareness
Slide 4
WW HMI SCADA-01 IncreasedOperational Effectiveness withSituational Awareness
• Goal Oriented Design
• Hierarchical Information Organization
• Proper Color Usage
• Actionable Alarm Awareness
• Effective Design Elements
Aspects of Good HMI Design Philosophy
Slide 5
• Goal Oriented Design
• Hierarchical Information Organization
• Proper Color Usage
• Actionable Alarm Awareness
• Effective Design ElementsSituational AwarenessLibrary Brings together:• Elements Styles• Symbol Wizards• Alarm
Borders/Aggregation
Situational Awareness Symbol Library
• Agitator/Settler
• Equipment Status
• Feeder
• Hand Switch Selector
• Heat Exchanger/Fan
• Loop Block
• Miscellaneous Equipment
• Multi-stage Pump
• Numeric Data Block
• Output Bar
• Parallel Control Valve
• Pump/Blower/Rotary Valve
• Rotating Equipment
• Sequence Button
• Tank/Vessel
• Thickener
• Valve/Damper
Equipment
Slide 6
• Agitator/Settler
• Equipment Status
• Feeder
• Hand Switch Selector
• Heat Exchanger/Fan
• Loop Block
• Miscellaneous Equipment
• Multi-stage Pump
• Numeric Data Block
• Output Bar
• Parallel Control Valve
• Pump/Blower/Rotary Valve
• Rotating Equipment
• Sequence Button
• Tank/Vessel
• Thickener
• Valve/Damper
Equipment
Slide 7
Situational Awareness Symbol Library
• Invisible Profile Meter
• KPI Bar
• Meters
• Multi-Level Meter
• Rake Height Meter
• RPM Meter
• Small Flow Tracker
• Polar Star 3 Spoke
• Polar Start 4 Spoke Diamond
• Polar Start 4 Spoke Square
• Polar Star 6 Spoke
• Polar Star 8 Spoke
Meters/Polar Stars
Slide 8
• Invisible Profile Meter
• KPI Bar
• Meters
• Multi-Level Meter
• Rake Height Meter
• RPM Meter
• Small Flow Tracker
• Polar Star 3 Spoke
• Polar Start 4 Spoke Diamond
• Polar Start 4 Spoke Square
• Polar Star 6 Spoke
• Polar Star 8 Spoke
Meters
Slide 9
Polar Stars
Slide 10
Situational Awareness Symbol Library
• Bar Chart
• Box Chart
• Bullet Graph
• Column Chart
• Column Chart Pairs
• Column Chart Trips
• Deviation Chart
• Parallel Coordinates Chart
• Pie Chart
• Stacked Column Chart
• Stacked Column Chart Alarms
• Target Graph
• Value Comparison Chart
• Variable Monitoring Bars
• Win Loss Chart
Dashboard Tools
Slide 11
• Bar Chart
• Box Chart
• Bullet Graph
• Column Chart
• Column Chart Pairs
• Column Chart Trips
• Deviation Chart
• Parallel Coordinates Chart
• Pie Chart
• Stacked Column Chart
• Stacked Column Chart Alarms
• Target Graph
• Value Comparison Chart
• Variable Monitoring Bars
• Win Loss Chart
Dashboard Tools
Slide 12
MORE…
Slide 13
Data vs. Information
Information comes from putting data in context
• When data is presented without context it forces operators toremember or search for the related values
Data withoutcontext
Slide 14
Data withoutcontext
How far is it from setpoint?
Is it getting close to alarming?
Is it inside the normal operating range?
At best, this is inconvenient – but during an upset it can lead toslower response times and cause costly errors
Meter
This is an example of a meter used to representtransmitters and controllers on the graphics:
FIC 123
Slide 15
In this Section, we will be learningabout the different componentsthat make up all such meters.
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Meter – Orientation
Most meters can be displayed either vertically or horizontally
Vertical
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FIC 123
Slide 16
Horizontal
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FIC 123m3/h
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Meter Components
Let’s look at all of the components that make up themeter…
FIC 123
Slide 17
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Meter Components
FIC 123 Tagname or short nameEither the tagname or the morecommon name (short name) forthe meter is shown here. Thiscan be toggled on and off by theoperator on Level 2 displays
Slide 18
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Meter Components
FIC 123Numeric PVThe numeric PV can betoggled on and off by theoperator on Level 2meters (coming soon)Graphical PV
The PV is alsorepresented
graphically
Slide 19
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Numeric PVThe numeric PV can betoggled on and off by theoperator on Level 2meters (coming soon)
Engineering UnitsThe units can be toggledon and off by the operatoron Level 2 displays(coming soon)
Graphical PVThe PV is also
representedgraphically
FIC 123
Meter Components
Output <= min
Controller OutputThis bar shows the outputof the associatedcontroller. When thecontroller output is zero,the bar fills WHITE. Whenthe output is maxed out,the bar fills BLACK. Inbetween zero and max,the bar fills GREY.(examples are shown atthe right)
Slide 20
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Output > min
Controller OutputThis bar shows the outputof the associatedcontroller. When thecontroller output is zero,the bar fills WHITE. Whenthe output is maxed out,the bar fills BLACK. Inbetween zero and max,the bar fills GREY.(examples are shown atthe right) Output >= max
Meter Components
FIC 123
Controller Mode
Shows the current modeof the controller
C = CascadeA = AutoM = Manual
Slide 21
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Controller Mode
Shows the current modeof the controller
C = CascadeA = AutoM = Manual
FIC 123
Meter Components
Optimal RangeBox
This is a “target” rangethat you define for the PV
It is only shown if set bythe operator
It can be used to show theoptimal or ideal range thatyou would like a PV to bein
It is independent of thealarm limits
How does it help?
The optimal range boxallows you to very quicklyglance at a meter andcheck if the value is OK
For ex.:
Temporary conditions –Upstream operator wantsyou to limit flowstemporarily
Ongoing conditions -prefer a flow in a certainrange to optimize pumpperformance
A way to see a criticalindicator drifting beforealarms get tripped
Slide 22
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Optimal RangeBox
This is a “target” rangethat you define for the PV
It is only shown if set bythe operator
It can be used to show theoptimal or ideal range thatyou would like a PV to bein
It is independent of thealarm limits
How does it help?
The optimal range boxallows you to very quicklyglance at a meter andcheck if the value is OK
For ex.:
Temporary conditions –Upstream operator wantsyou to limit flowstemporarily
Ongoing conditions -prefer a flow in a certainrange to optimize pumpperformance
A way to see a criticalindicator drifting beforealarms get tripped
FIC 123
Meter Components
PV in ideal range
PV near edge ofideal range –watch moreclosely
Glance Test
When you click, anexample will appear brieflyat the far right of thescreen – see if you can tellwhether the PV is insidethe optimal range or not
Slide 23
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PV near edge ofideal range –watch moreclosely
PV outside ofideal range –consider takingaction
Glance Test
When you click, anexample will appear brieflyat the far right of thescreen – see if you can tellwhether the PV is insidethe optimal range or not
Click again…
And again…
Each example was onlyshown for ½ of a second
Meter Components
High High Alarm Limit
High Alarm Limit
All meters are able to show certain reference valuesthat can help you to interpret the PV:
Slide 24
High Alarm Limit
Low Alarm Limit
Low Low Alarm Limit
Setpoint
Tracker
FIC 1234
Meter Components
Hi Hi Alarm Limit
This alarm limit is alwaysdisplayed using a “flag”shape, consisting of a linewith a triangle attached to itfacing upwards. The flag isalways at the LEFT (forvertical meters) or at the TOP(for horizontal meters)
Slide 25
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Hi Hi Alarm Limit
This alarm limit is alwaysdisplayed using a “flag”shape, consisting of a linewith a triangle attached to itfacing upwards. The flag isalways at the LEFT (forvertical meters) or at the TOP(for horizontal meters)
FIC 1234
Meter Components
Hi Alarm Limit
This alarm limit is alwaysdisplayed using an “L”shape, with the tip pointingup. The high alarm is alwaysat the LEFT (for verticalmeters) or at the TOP (forhorizontal meters)
Slide 26
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Hi Alarm Limit
This alarm limit is alwaysdisplayed using an “L”shape, with the tip pointingup. The high alarm is alwaysat the LEFT (for verticalmeters) or at the TOP (forhorizontal meters)
FIC 1234
Meter Components
Lo Alarm Limit
The low alarm limit lookslike this. The low alarm isalways at the RIGHT (forvertical meters) or at theBOTTOM (for horizontalmeters)
Slide 27
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Lo Alarm Limit
The low alarm limit lookslike this. The low alarm isalways at the RIGHT (forvertical meters) or at theBOTTOM (for horizontalmeters)
FIC 1234
Meter Components
Lo Lo Alarm Limit
This alarm limit is alwaysdisplayed using a “flag”shape, consisting of a linewith a triangle attached toit facing downward. Theflag is always at theRIGHT (for verticalmeters) or at theBOTTOM (for horizontalmeters)
Slide 28
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Lo Lo Alarm Limit
This alarm limit is alwaysdisplayed using a “flag”shape, consisting of a linewith a triangle attached toit facing downward. Theflag is always at theRIGHT (for verticalmeters) or at theBOTTOM (for horizontalmeters)
FIC 1234
Meter Components
Tracker
The tracker is a memory aid thatcan be enabled and set by theoperator.
Tracker is set in the faceplate
What can I use the tracker for?
If maintenance is going to beworking on a meter you can setthe tracker to help you rememberwhat the value was
A field operator is testing a pumpand wants to know when the linepressure is 85 PSIG, before ithits the trip limit at 95 PSIG, soset the tracker at 85 as areminder to call the field operator
During startup – the techrequests level of 63% in thecrude tank, so set the tracker to63% as a reminder to call thetech
Any time you want to mark thecurrent PV in order to come backlater and see if it has changed(e.g., after you make someprocess changes)
Slide 29
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Tracker
The tracker is a memory aid thatcan be enabled and set by theoperator.
Tracker is set in the faceplate
What can I use the tracker for?
If maintenance is going to beworking on a meter you can setthe tracker to help you rememberwhat the value was
A field operator is testing a pumpand wants to know when the linepressure is 85 PSIG, before ithits the trip limit at 95 PSIG, soset the tracker at 85 as areminder to call the field operator
During startup – the techrequests level of 63% in thecrude tank, so set the tracker to63% as a reminder to call thetech
Any time you want to mark thecurrent PV in order to come backlater and see if it has changed(e.g., after you make someprocess changes)
FIC 1234
Meter Components
Setpoint
The setpoint is a simple,black line on the meter. Asyou would expect, thesetpoint is only availableon controllers.
Slide 30
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Setpoint
The setpoint is a simple,black line on the meter. Asyou would expect, thesetpoint is only availableon controllers.
Reference Values - Review
Here again are each of the lines commonly found onthe meters…
Hi Hi Alarm Limit
Hi Alarm Limit
Slide 31
Hi Alarm Limit
Lo Alarm Limit
Lo Lo Alarm Limit
Setpoint
Tracker
Full Scale vs. Practical Range
Slide 32
Full Scale Flags
These flags tell you thatthe meter is displaying thefull range of the instrument
Practical Range
The Practical Range (Operating Range) is the rangeof values that you are normally interested in for agiven PV
150
FIC 123Let’s say the instrument iscapable of reading values from0-1000
When the Practical Range isset, the meter is “zoomed in” ona specific part of the scale
This range is set by operatorsfrom the faceplate
Slide 33
For example, if the Practical Range isset at 100 to 150, the scale endpointswill correspond to these values
Note that the full scale flags are gone
100
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Let’s say the instrument iscapable of reading values from0-1000
When the Practical Range isset, the meter is “zoomed in” ona specific part of the scale
This range is set by operatorsfrom the faceplate
Practical Range
If a PV drifts outside the Practical Range, the meter will automaticallyrevert to Full Scale
1000
Slide 34
0
The intended purpose of theFull Scale flags is to alert youwhen this has happened
Practical Range
Why is it a good idea to set the Practical Range?
Let’s say that a swing of 75 units in thevalue of a PV is significant – somethingyou would normally want to know about
On a meter showing thepractical range of 100-300,the PV symbol will move thismuch
Slide 35
Let’s say that a swing of 75 units in thevalue of a PV is significant – somethingyou would normally want to know about
On a meter showing thepractical range of 100-300,the PV symbol will move thismuch
On a meter showing the fullrange of 0-1000, the PVsymbol will move this much,which is much harder todetect visually
This can be a particularproblem for temperaturemeters – one plant hadthem ranged from -200to 850ºC which wasmuch wider than therequired range
Meter Types
Thus far we have used a Flow Meter in our examples
FIC 123
Slide 36
However there are different types of meters used to showother kinds of process values
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Meter Types - Review
Flow Meter
“Floating Ball”
Temperature Meter– “Thermometer”
TIC 123
– Can show Deviation
PIC 123
Pressure Meter– “Expanding balloon”
– Can show Deviation
Slide 37
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Meter Types - Review
Level Meter
“Filling Bar”
Analyzer– “Rounded Rectangle”
– Clock shown if samplenot continuous
Miscellaneous Meter– “Thin Filling Bar”
– Has Description
SAIC 123
torqQIC 123
Slide 38
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%
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Meter Types - Review
Target Meter
“bulls eye”
Deviation Meter– “Bar fills from middle”
– Has Description
TGC 123torq
QIC 123
Slide 39
%
C
%
C
Trends are effective for attaining Level 3 SA – Projection.
Trends
Slide 40
Level 3 Display
Slide 41
Benefits – Scenario Study Results
Less Time to Orient to ProblemsThe operators using ASM displays:
– Were more proactive
– Oriented to the problem an average of 4 minutes faster
– Detected an event before the alarm 48% of the time,• 38% improvement
Faster Total Completion TimeThe operators using ASM displays:
– Took less time to deal with the event
– Were more consistent
– Took 10.6 min vs. 18.1 min avg. to complete task (41% improvement)
– Successful 96% of the time
Slide 42
Less Time to Orient to ProblemsThe operators using ASM displays:
– Were more proactive
– Oriented to the problem an average of 4 minutes faster
– Detected an event before the alarm 48% of the time,• 38% improvement
Faster Total Completion TimeThe operators using ASM displays:
– Took less time to deal with the event
– Were more consistent
– Took 10.6 min vs. 18.1 min avg. to complete task (41% improvement)
– Successful 96% of the time
Task WithTraditionalHMI
With HighPerformanceHMI
Result
DetectingAbnormalSituationsbefore alarmsoccur
10% of the time 48% of the time A 5X increase
More Benefits…
DetectingAbnormalSituationsbefore alarmsoccurSuccess rate inhandlingabnormalSituation
70% 96% 37% over basecase
Time tocompleteabnormalsituation tasks
18.1 min 10.6 min 41% reduction
Reference Material
Slide 44
High Performance HMI HandbookASM Consortium Guidelines to Effective Operator Display DesignDesigning for Situational AwarenessInformation Dashboard DesignShow Me the Numbers
Slide 45