ISA-101 Overview - reynoldsonline.com2019+Ne… · • Live with the HMI and support it for it’s lifetime Integrators, Designers, Engineers • Design and build the HMI applications

ISA-101Overview

Operator Interfaces Have Changed

• Large amounts of process data

• Ineffective displays

• Inappropriate use of graphics

Information Overload

Split Second Decisions

Split Second Decisions

Now Try Operating a Plant the Same Way!

Is This a Good Operator Interface?

BP Amoco, Texas City (2005)

ISA 101 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

ANSI/ISA-101.01-2015 Human Machine Interfaces for Process Automation Systems• Approved July 9, 2015

Over 300 Voting Members • Integrator, Engineering & Construction 35%• End User 27%• Vendor/Supplier 25%• General (Academic, Government, Consultant etc.) 13%

• Worldwide participation in review process

The Purpose of ISA 101

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

Standards are the “What”Technical Reports and Recommended Practices are the “How”

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

ISA 101 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)• Co-chairs; David Lee and Lothar Lang

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)• Co-chairs; David Board and Ruth Schiedermayer

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)• Co-chairs; Mark Nixon and Peder Brandt

WG4 – HMI for On-Machine Applications• Develop technical report(s) to effectively implement a machine-level HMI utilizing an operator

interface terminal• Co-chairs; Arlen Jacobs and David Board

ISA TR101.02 Content

1 – Scope2 – References3 – Definition of terms and acronyms4 – HMI usability and performance 5 – Usability6 – Performance7 – HMI EffectivenessAnnex A (Informative) – HMI effectiveness measurementsAnnex B (Informative) – A case study of effective HMI design for increasing usability

Level 1 Display – Overview of the operator’s entire span of control

Level 2 Display – Primary operating display during normal operations

Level 3 Display – Process diagnostics and task execution support

Level 4 Display – Diagnostic, informational displays, and faceplates

PUBLIC | Copyright ©2019 Rockwell Automation, Inc. 1

What’s new in version 11.0?

FactoryTalk View Site EditionRuntime Enhancements


FactoryTalk View SE v11.0

TrendPro now enables plotting of operator actions and runtime comments (FTA&E Remarks) along with time-series data, system events, and alarms - and supports configuration for ISA-101 style displays

• Associate data points on the trend with related actions and information to drive decisions visually

• Troubleshoot production anomalies quickly and visually, right in the HMI

• Plot time-series data along with related actions on trend

Plot alarms on trend canvas (introduced in v10)

System events

Operator actions from FT AssetCentre

• Save TrendPro configuration and traces as centralized templates (introduced in v10.0)

• Filter time-series data directly on the trend at runtime

• Drag & drop traces from multiple sources at runtime

• Configure TrendPro look and feel to align with ISA-101 style

TrendPro Enhancements



New database connector for OSI PI makes it a TrendPro data source – users with an existing Enterprise OSI PI system can now display data from OSI PI on TrendPro, with no additional license required

• Utilize existing Enterprise PI System data to trend in an FT View SE or PlantPAx application

• Configure OSI PI server as a native data source in TrendPro

• No additional license required

OSI PI Data Source for TrendPro


FactoryTalk View SE v11.0 & FactoryTalk AssetCentre v9.0

In v11.0, TrendPro can display operator actions alongside production data and alarm events – creating a comprehensive tool that puts context around changing set point data, alarms that were triggered, and what operator actions were taken

• Overlay operator audits, system diagnostics with control system data on the trend

• Support for display of operator actions from FT AssetCentre Audit log

• TrendPro pulls FT AssetCentre log information through the FactoryTalk interface; no additional software is required

• Events for system events (Info, Warning, and Error) are also supported

• Filter and sort content displayed in the Event list Show events that match certain criteria

• Create ad hoc trends by dragging and dropping data items on TrendPro at runtime (without FT View Studio)

• Tag can be selected to define the minimum and maximum values

• Audit and Event details displayed in table format; select which events to display at runtime

FactoryTalk AssetCentre: TrendPro Audit Log Integration



Pinned popups allow you to open a popup display in an application, and keep it open while you navigate to different displays in the background

• Pin a popup to the display canvas and navigate to other displays without losing the popup

• Drag the popup around the canvas like a window

• Control the “pin” from the toolbar

• Control the “pin” from a button command

• Show information on a popup display – such as a faceplate – while working with other information on the main display

• Navigate to other areas of the application without losing the context of that popup data

Pinned Popups



A new Diagnostics Log Viewer control allows operators to view FactoryTalk Diagnostic messages from within the HMI – no more need to launch a separate viewer

• Show FactoryTalk Diagnostics on displays – no need to launch the separate FactoryTalk Diagnostics Viewer

• New native control can show FactoryTalk Diagnostics on HMI displays

• One default filter can be defined at design time to display diagnostics that match a certain criteria for operators

• ‘Ad-hoc’ message filter can customize messages displayed at runtime

FactoryTalk Diagnostics Viewer Control



FactoryTalk ViewDesign Enhancements


Update studio icons to improve look and feelAdd new library images (ISA 101)

8


Auto scale the horizontal/vertical offset used in the animation when changing the terminal resolution.

Overview• Auto scale the offset used in animations when changing

the terminal resolution.-Horizontal/Vertical Position-Horizontal/Vertical Slider

Benefits• No need to manually adjust the offset after changing the

project window size.



FTViewDemo application included with FT View Studio Enterprise is updated to include new features in v11.0

• Walks a user through features delivered in v9.0-v11.0

• Setup instructions included via PDF in HMI Project folderHow to link controller

How to find .cli file

How to set up ViewPoint, etc.

• .ACD file also included in HMI Project folder

• Installed with FactoryTalk View SE v11.0

• Demo set up guide also found in Knowledgebase AID 959305

Demo Application: FT View SE Distributed

https://rockwellautomation.custhelp.com/app/answers/detail/a_id/959305



FactoryTalk View Site EditionAlarming



Legacy HMI tag alarming is no longer supported in FT View SE v11.0 – HMI alarm functionality is disabled in favor of FactoryTalk Alarms and Events

• FactoryTalk Alarms and Events provides more granular control, better UI components, and integrated alarm history

• FactoryTalk Alarms and Events will continue to be supported and enhanced

• Automatic alarm migration tool is installed with FactoryTalk® View SE v11.0; prior to v10, this tool was available in KB AID 45583

• Disabled legacy HMI alarms means: Entry to create new legacy HMI alarms is removed

Items from Studio to configure legacy HMI alarms are removed

Legacy alarm definitions in an existing HMI project are kept when project is upgraded to v11.0

Legacy HMI alarm functions are hidden in expression editor

Legacy HMI commands are hidden in the Command wizard

Legacy alarm commands are prevented from executing at runtime

Retirement of Legacy HMI Alarms

FactoryTalk View v10.0 was the lastrelease to support legacy HMI tag alarming

https://rockwellautomation.custhelp.com/app/answers/detail/a_id/45583



New Event type option in FactoryTalk Alarms and Events for capturing production events that aren’t classified as “alarms” –Events are logged to FT A&E database, but have severity of zero and have no acknowledgement

• Event type now added to the list of FT Alarm and Event types

• Capture production events in the HMI natively as part of the alarming solution

• Separate events from alarms for operators

• Event Severity = 0 to differentiate from alarms

• Digital condition (= 0 | <> 0) tag

• Supports 4 additional associated tags for sampling of related data at time of Event

• Event states are Active, InActive, Suppressed, DisabledWhen Active, Events are shown on the alarm summary; clear when state changes to InActive

• Supports historization as new class of message (Event) in FT A&E history database

• Leverage the same tools and reporting tools for both Alarms and Events –including overlay on TrendPro

FactoryTalk Event for Server-Based FT Alarms & Events



FactoryTalk ViewPointMobility



In v11.0, FactoryTalk ViewPoint trend object now supports overlay of FT Alarms and Events with production data, similar to TrendPro – view Alarms in relation to changing production data values from a mobile device

• Allow mobile device users to view alarms on the trend

• Support for FT A&E server-based Alarms and Events on FT ViewPoint mobile alarm summary

• Will automatically query alarm history and display both Alarms and Events on trend

FactoryTalk ViewPoint – Mobile Trend with Alarm Events



With v11.0, FT ViewPoint mobile users now have the same alarm functionality as users on a full FT View SE Client

• Allows mobile device users to capture operator comments when an alarm is resolved

• Easy to specify which alarms to display in the mobile alarm history by setting filtering conditions

• Support for AE_Remark command

• Support for FT A&E Commands

• New alarm filtering capabilities for mobile alarm history

FactoryTalk ViewPoint – Mobile FT A&E Commands and Remark



New options for FT ViewPoint Server make it easier to manage global server settings

• Configurable Server settings Enable inactivity timeout

Set automatic synchronization of displays

Set maximum tag update rate

• Simplify steps to configure and optimize the server settings

New FactoryTalk ViewPoint Server Setting Options

Documents

ISA-101 Overview - reynoldsonline.com2019+Ne… · • Live with the HMI and support it for it’s lifetime Integrators, Designers, Engineers • Design and build the HMI applications