ISA Houston 
1 
HMI Design: 
The Good, the bad, 
and the ugly 
Standards 
Certification 
Education & Training 
Publishing 
Conferences & Exhibits 
(and what makes them so) 
Paul Gruhn, P.E. 
ICS Triplex | Rockwell Automation 
Paul Gruhn, P.E. 
– Training Manager, ICS Triplex | Rockwell 
– Safety Systems Specialist for 22 years 
– IISSAA FFellllow 
– Member of ISA SP84 committee (20 years) 
– Instructor for ISA’s courses on Safety 
Instrumented Systems (8 days of material) 
– Co-author of ISA book on Safety 
Instrumented Systems 
– Developer of commercial modeling software 
– Registered Professional Engineer in Texas 
– ISA 84 Expert
ISA Houston 
2 
Why the concern about HMIs? 
People who don’t know better produce… 
Contrast: 
Things that are 
different should look 
very different. 
Repetition: 
Repeat visual 
elements 
Alignment: 
Every element should 
have some visual 
connection with 
another. 
P i it 
4 
Proximity: 
Things that belong 
together should be 
placed together. 
Those that are 
different, should not. 
Source: The Non- 
Designers Design Book
ISA Houston 
3 
Not following convention… 
“Print” belongs under the 
“File” menu 
Cancel! 
5 
File menu. 
Situation Awareness 
Three stages: 
1. Being aware of the situation around 
you 
– Perception of needed data and the 
current situation 
2. Understanding what the information 
means to you now 
– Comprehension of information and 
the current situation 
3. Understanding what the information 
means to you in the future 
– Projection of future status 
Source: Designing For Situation Awareness 6
ISA Houston 
4 
Demons of Situation Awareness 
• Attention tunneling 
– Fixating on one set of information to the 
eexxcclluussiioonn ooff ootthheerrss 
• Memory trap 
– Relying on limited short-term memory 
• Workload, anxiety, fatigue and other 
stressors 
– Reduction of a person’s capacity to process 
information 
• Data overload 
– Overwhelming amounts of data 
Source: Designing For Situation Awareness 7 
Demons of Situation Awareness 
• Misplaced salience 
– Salience: the compellingness of certain 
information 
– Being drawn to the wrong information 
• Complexity creep 
– Too many features make it difficult to 
develop an accurate mental model 
• Errant mental models 
– UUssee ooff tthhee wwrroonngg mmooddeell lleeaaddss ttoo 
misinterpretation of information 
• Out-of-the-loop syndrome 
– Automation can undermine SA 
Source: Designing For Situation Awareness 8
ISA Houston 
5 
Where DCS graphics started… 
Source: The High Performance HMI Handbook 9 
What we then migrated to… 
Source: The High Performance HMI Handbook 10
ISA Houston 
6 
Fewer colors, but is this really any different? 
Is this process healthy? What should the values be? 11 
So why have we developed things like this? 
• User had no internal standard or 
guideline 
• Vendor had no drawings other 
than P&IDs 
• Vendor understood what the 
control system was doing 
• Easiest solution was to display 
the PI&D with all the control 
system data 
• No one ever asked the operators 
what their goals were (not tasks!) 
• Few understand SA and its 
demons 
12
ISA Houston 
7 
Poor HMI designs have: 
• P&ID representation 
• No trends 
• FFllashhiing//spiinniing graphhiics 
• Bright colors, 3-D shadows 
• Color coding of piping and vessel 
contents 
• Measurement units in large, bright 
text 
• Lots of crossing lines 
• Alarm related colors for non-alarm 
related elements 
• Inconsistent colors 
Source: The High Performance HMI Handbook 13 
The medical equivalent: Is this person OK? 
98.0 – 99.5 
16 – 24 
98.6 
20 
°F 
/min 
Temp 
B.R. 
60 – 84 
>130 / >85 
<200 
72 
120/80 
bpm 
mmHg 
Pulse 
B.P. 
Col 197 
mg/dL 
>40 
<130 
<150 
HDL 52 
LDL 126 
Tri 100 
mg/dL 
mg/dL 
Mg/dL 
14
ISA Houston 
8 
Is this person OK? 
How far ahead of its time was this!! 
Source: The High Performance HMI Handbook 
15 
The Role of the Operator 
• The human in the loop should be predictive, not reactive 
• The goal is to predict and prevent problems, not respond 
to them after they’ve happened 
16 
Source: The High Performance HMI Handbook
ISA Houston 
9 
Is this compressor running optimally? 
What should the values be? 
Source: The High Performance HMI Handbook 17 
The compressor graphic is superfluous! 
Source: The High Performance HMI Handbook 
18
ISA Houston 
10 
A good example: status, trends, an alarm… 
Source: The High Performance HMI Handbook 19 
So what’s wrong here? 
20
ISA Houston 
11 
Is this compressor healthy? 
21 
What should these values be? 
22
ISA Houston 
12 
Good HMI designs have: 
• Depiction of process status and 
values as information, not numbers 
• LLaayyoouutt ccoonnssiisstteenntt wwiitthh ooppeerraattoorrss 
model of the process (not a P&ID) 
• Key Performance Indicators as trends 
• No gratuitous information 
• Gray backgrounds, low contrast 
• Very limited use of color 
((ffoorr aallaarrmmiinngg)) 
• Consistent visual and color coding 
• Gray process lines 
• Measurement units in low contrast 
lettering, if used at all 
Source: The High Performance HMI Handbook 23 
Change is difficult 
• Are you riding the same mule, but 
just sitting in a different saddle? 
• ““HHuummaann bbeeiinnggss, wwhhoo aarree aallmmoosstt 
unique in having the ability to learn 
from the experience of others, are 
also remarkable for their apparent 
disinclination to do so.” Douglas Adams 
• Involvement and buy-in will be 
nneeeeddeedd ffrroomm mmaannaaggeemmeenntt, 
technical staff, and operators 
Source: The High Performance HMI Handbook 24
ISA Houston 
13 
For “the rest of the story”… 
By Bill Hollifield , 
Dana Oliver, 
IIaann NNiimmmmoo, && 
Eddie Habibi 
For more info, visit: 
www.pas.com and 
www.mycontrolroom.com 
As well as the ASM consortium: 
www.asmconsortium.net 
25 
For “the rest of the story”… 
By Mica Endsley, 
Betty Bolté, & 
DDeebbrraa JJoonneess 
26

201012 presentation

  • 1.
    ISA Houston 1 HMI Design: The Good, the bad, and the ugly Standards Certification Education & Training Publishing Conferences & Exhibits (and what makes them so) Paul Gruhn, P.E. ICS Triplex | Rockwell Automation Paul Gruhn, P.E. – Training Manager, ICS Triplex | Rockwell – Safety Systems Specialist for 22 years – IISSAA FFellllow – Member of ISA SP84 committee (20 years) – Instructor for ISA’s courses on Safety Instrumented Systems (8 days of material) – Co-author of ISA book on Safety Instrumented Systems – Developer of commercial modeling software – Registered Professional Engineer in Texas – ISA 84 Expert
  • 2.
    ISA Houston 2 Why the concern about HMIs? People who don’t know better produce… Contrast: Things that are different should look very different. Repetition: Repeat visual elements Alignment: Every element should have some visual connection with another. P i it 4 Proximity: Things that belong together should be placed together. Those that are different, should not. Source: The Non- Designers Design Book
  • 3.
    ISA Houston 3 Not following convention… “Print” belongs under the “File” menu Cancel! 5 File menu. Situation Awareness Three stages: 1. Being aware of the situation around you – Perception of needed data and the current situation 2. Understanding what the information means to you now – Comprehension of information and the current situation 3. Understanding what the information means to you in the future – Projection of future status Source: Designing For Situation Awareness 6
  • 4.
    ISA Houston 4 Demons of Situation Awareness • Attention tunneling – Fixating on one set of information to the eexxcclluussiioonn ooff ootthheerrss • Memory trap – Relying on limited short-term memory • Workload, anxiety, fatigue and other stressors – Reduction of a person’s capacity to process information • Data overload – Overwhelming amounts of data Source: Designing For Situation Awareness 7 Demons of Situation Awareness • Misplaced salience – Salience: the compellingness of certain information – Being drawn to the wrong information • Complexity creep – Too many features make it difficult to develop an accurate mental model • Errant mental models – UUssee ooff tthhee wwrroonngg mmooddeell lleeaaddss ttoo misinterpretation of information • Out-of-the-loop syndrome – Automation can undermine SA Source: Designing For Situation Awareness 8
  • 5.
    ISA Houston 5 Where DCS graphics started… Source: The High Performance HMI Handbook 9 What we then migrated to… Source: The High Performance HMI Handbook 10
  • 6.
    ISA Houston 6 Fewer colors, but is this really any different? Is this process healthy? What should the values be? 11 So why have we developed things like this? • User had no internal standard or guideline • Vendor had no drawings other than P&IDs • Vendor understood what the control system was doing • Easiest solution was to display the PI&D with all the control system data • No one ever asked the operators what their goals were (not tasks!) • Few understand SA and its demons 12
  • 7.
    ISA Houston 7 Poor HMI designs have: • P&ID representation • No trends • FFllashhiing//spiinniing graphhiics • Bright colors, 3-D shadows • Color coding of piping and vessel contents • Measurement units in large, bright text • Lots of crossing lines • Alarm related colors for non-alarm related elements • Inconsistent colors Source: The High Performance HMI Handbook 13 The medical equivalent: Is this person OK? 98.0 – 99.5 16 – 24 98.6 20 °F /min Temp B.R. 60 – 84 >130 / >85 <200 72 120/80 bpm mmHg Pulse B.P. Col 197 mg/dL >40 <130 <150 HDL 52 LDL 126 Tri 100 mg/dL mg/dL Mg/dL 14
  • 8.
    ISA Houston 8 Is this person OK? How far ahead of its time was this!! Source: The High Performance HMI Handbook 15 The Role of the Operator • The human in the loop should be predictive, not reactive • The goal is to predict and prevent problems, not respond to them after they’ve happened 16 Source: The High Performance HMI Handbook
  • 9.
    ISA Houston 9 Is this compressor running optimally? What should the values be? Source: The High Performance HMI Handbook 17 The compressor graphic is superfluous! Source: The High Performance HMI Handbook 18
  • 10.
    ISA Houston 10 A good example: status, trends, an alarm… Source: The High Performance HMI Handbook 19 So what’s wrong here? 20
  • 11.
    ISA Houston 11 Is this compressor healthy? 21 What should these values be? 22
  • 12.
    ISA Houston 12 Good HMI designs have: • Depiction of process status and values as information, not numbers • LLaayyoouutt ccoonnssiisstteenntt wwiitthh ooppeerraattoorrss model of the process (not a P&ID) • Key Performance Indicators as trends • No gratuitous information • Gray backgrounds, low contrast • Very limited use of color ((ffoorr aallaarrmmiinngg)) • Consistent visual and color coding • Gray process lines • Measurement units in low contrast lettering, if used at all Source: The High Performance HMI Handbook 23 Change is difficult • Are you riding the same mule, but just sitting in a different saddle? • ““HHuummaann bbeeiinnggss, wwhhoo aarree aallmmoosstt unique in having the ability to learn from the experience of others, are also remarkable for their apparent disinclination to do so.” Douglas Adams • Involvement and buy-in will be nneeeeddeedd ffrroomm mmaannaaggeemmeenntt, technical staff, and operators Source: The High Performance HMI Handbook 24
  • 13.
    ISA Houston 13 For “the rest of the story”… By Bill Hollifield , Dana Oliver, IIaann NNiimmmmoo, && Eddie Habibi For more info, visit: www.pas.com and www.mycontrolroom.com As well as the ASM consortium: www.asmconsortium.net 25 For “the rest of the story”… By Mica Endsley, Betty Bolté, & DDeebbrraa JJoonneess 26