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The High Performance HMI Handbook
/ ]6 i& P H; V2 a7 dThe High Performance HMI Handbook; _# N/ d" O( A4 t; u
A Comprehensive Guide to Designing,: h7 ^3 z( Y: V o9 K' ]4 A& k
Implementing and Maintaining) F7 I& b3 }+ Y- j, {
Effective hmis for
M' L9 g2 Y0 N! xIndustrial Plant Operations
, |2 W. H3 X* u; F1 S" c: Z
9 L# c9 B" c+ J$ XThe High Performance HMI Handbook
, u4 _# L6 w9 D0 k$ u7 KA Comprehensive Guide to Designing,7 n9 P* }$ o' Z3 O
Implementing and Maintaining
" ]$ }6 m. b7 x8 B. xEffective hmis for2 x5 _4 P# O; v7 X7 a
Industrial Plant Operations& O* B+ k* z% ?: s, Q+ R$ g
First edition( p% E; d/ n- q" }0 }' j$ o9 n
B& r: U4 v# H! T# }
Bill r. hollifield: j5 h. R& t7 @( l9 S% |
PAS Principal alarm management consultant' Q& z2 }5 q7 m" X: d
Dana oliver
. M# C6 L' \6 o# |# kPAS Principal hMi consultant
+ l4 M( q2 O( f, b! g- oIan nimmo( }: K# ?' A; `6 i
President of User Centered Design Services (UCDS)
+ p& |& M$ H6 O( G* \2 B, N- \Eddie habibi4 A* r. ^; _- Z: E& n9 \+ I9 `/ [
Founder and ceo of pas
, g; k0 o- a( S, z1 f: |9 H, ~% }( H1 `! ]
PAS, 16055 Space Center blvd, Suite 600, Houston, TX 770627 G3 b+ Z& \' O' w
c 2008 by PAs
* ~& u+ i' `3 K) F* Z h" p" M4 k3 vAll rights reserved Published 2008
0 u6 l2 @) S% L0 ^Printed in the united states of america by 360 Digital Books Kalamazoo, MI 49009
- t% \1 ?' p) I5 h$ W3 ]7 ?4 l' `141312111009080706052345+ Y) A8 A2 J. S8 m0 X' \
ISBN:978-0-9778969-1-2
+ U% t) k7 d1 [& `. ]8 p9 FUsage of photographs and diagrams is either attributed or claimed under the fair Use provisions of u.s.* J8 C s3 u% m/ `8 T
copyright law.3 W9 O( w: ?5 C- T0 ]. o
This book, or parts thereof, may not be reproduced in any form without permission. The scanning,' Z' b7 _) Q% B$ o
uploading, and distribution of this book via the Internet or via any other means without the permission
( _( a$ p, U: n% o9 }+ g) y) S/ I8 mof the publisher is illegal and punishable by law- X/ S/ L* j. I) q% l% {: \5 P: p
ebookscreatedbywww.ebookconversion.com
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# T( i. u- Y7 f9 a" k7 e. U; wDedications% ]5 j- S" p( X/ H4 k8 E8 l! M( V) H
For my parents, Joe and Leona, who provided me
( p* C4 U8 o# Ewith a wonderful, living example of
5 t. R8 Z3 q3 Y# ~the benefits of love and hard work$ L% n: g# J& Q- ]
Bill
q- v' I5 L; @+ UFor my wife and children, Elizabeth, David; h9 j1 J! o0 C/ A+ q
and Katelyn. Thanks for allowing me to sometimes& N8 ^ c' b. R+ _& P' g; ~" s" c
get too involved in my work but always remember
4 z4 B" a; N% a0 A- D) a$ Uthat what I love most is you guys
6 k1 ^/ H: R( S3 _- j, J/ IDana
% N% V# _0 n0 Z: Y& w( P: }For Barbara, my best friend and life partner,
1 r b9 g! F( ?( d* X0 {who has supported me in all my undertakings
4 [$ t _% b" pand has been faithful and patient, O# c) J/ n2 Y- K' l8 J2 h7 {
as i have traveled the world6 g; T0 J7 N2 g: Y. C& F
an
- O n' I- H( AFor my parents, who never had the privilege of learning
2 Q, f( {/ k& ^" U% O2 g+ tto read and write themselves but instilled in their$ C9 i5 J( J7 j S; R* F0 d- n" g
eleven children the need for an education, a thirst, K k. `( f& z
for knowledge, a strong work ethic. S0 r! R& t+ R3 b
and above all kindness
$ n7 V/ [. F0 }$ D0 iEddie) d2 \7 ^( X0 E
+ N& b; }9 m/ S! V' x/ l# M
Acknowledgements4 M$ D4 W) @6 l5 X0 ^2 v) ]
Many people have significantly contributed to the High Performance HMI) k( h% k3 }; `+ @5 }
body of knowledge, and deserve recognition and thanks for those: t& Y4 A; v$ y6 X4 Y
contributions. Here are a few of these people
3 S4 M7 {' W9 z U; n. W6 rSignificant Champions of HMI Improvement and Contributors to the
- J+ U" B9 o0 `0 {# \Industrial HMi Body of Knowledge
+ A. h Y; Z: U! h+ o6 zR.W. Bailey
& H( ]6 ~1 k8 \8 OAngelo d'agostino I+ z9 |% E9 C8 S4 ?, b$ u" D
Nick dinadis
' j4 a9 r1 y) c2 GJeff english
/ z* e6 z5 `! s& Q$ |/ mJamie errington- V9 V- N2 D1 ?& U/ D
Bridget Fitzpatrick/ o% Q5 ?( O& c: u7 A
Lisa garrison
6 s0 m; L3 z3 ]" u* ~* s/ qMark green Z7 v) [* C8 v/ H/ }
Stephanie guerlain
1 z9 H4 m' ~/ J6 N- N# SJohn haji, r8 R3 a% z E! l( s( }
uklewlcz- i& I3 N4 B8 {$ R6 o5 ~
Greg jamieson
; M; O: T# x. ^8 W7 @Lothar lang
% x4 E8 A G$ S2 NChris miller
* z/ V1 I- I% F7 X! {' x) IDal Vernon reising
9 y/ N. p- D. g! ^" d+ K9 \5 o bDave strohbar; Q& m( n( o* j
KimⅤ Incent0 Y. |! e! P8 i, t- [ x: S7 d
Mike wilson3 j- I0 D0 N8 P
Organizations- i& z! Z5 R) z* v# u0 A
The abnormal Situation Management(Asm) Consortium! \/ Z: M7 f2 |
EEMUA: The Engineering equipment and materials User Association: L% `5 ^. L" U
- M2 I6 |" F% E) ^# d, GThe honeywell Technology Center! G* L4 @% ]: f4 {, x6 Q+ u, e( q
The Instrumentation, Systems, and Automation Society (Isa)
3 d5 I" w) r& u$ B) {Indispensable people4 V, o( g4 m6 K) d1 p8 B3 g
Jennifer Hicks, for tireless manuscript checking and editing: _& A& v" ~/ ?& ~4 K
9 H. W" S5 I! ^7 ^/ F9 RTable of contents
( O: ]4 r) ]& PPART正:
4 Y0 N r# j+ g. C: [5 ?The history and current Status of the Industrial hmi
% ^, z z0 X/ P( Y t7 e0 e' u0 iWe begin with the origin and evolution of the industrial HMI. The positive
* y' s# l: d" tand negative issues posed by the introduction of the distributed Control8 V; [) N1 A: k( o1 x
System (DCS)are covered. The current status of industrial HMIs is
1 X. c# M9 i- Q* z& b0 B. Vcharacterized, along with clear justification for significant improvement
7 S/ n) ]0 ]- G% @+ I4 {" S1 GPART II:& B+ x/ b' @7 G& w. X4 X
Fundamentals of HMi Design and Best Practices
+ N3 ^, I/ r: n* n$ yThe concepts and practices of proper hMi design are examined in detail
% r6 f- q' y/ W8 _3 b2 }Good and bad practices are illustrated. Assessment methods for existing3 z. |: j( R( F6 w" l3 Q, m( U
systems are provided. Methods for providing proper process overview,, f! E6 c' c4 j
graphic hierarchy, and progressive exposure of detail are introduced, along9 f( D. p, ]/ C l" q4 r* N
ith detailed design principles and examples. Proper physical console layout
: {" T2 p8 L6 m2 wand other factors are covered in detail, V1 P, k+ P2 U
PART III:% A5 N- [; l' w6 b# z" @8 [" ]
Design and Implementation of a High Performance hMi" x1 r6 K9 W5 ]6 P7 z) z: _
a straightforward methodology is provided for the development- j+ }; l& e# k& B
implementation, and maintenance of a High Performance HMI. The% c* q1 g2 {' a' X3 G
methodology is useful for either new applications or for the improvement of/ u+ A! ^9 s* z2 y" P
existing hmi1 K2 U$ T) [5 Y' Q7 @" T6 w
PART IV:) m- i: ~1 }8 @1 o" n( w5 S% O
Control rooms, Abnormal Situation Management, and the Future of the
8 Y6 T: q4 V+ v( u3 p6 I9 W- b6 }Industrial hmi7 @9 ~& G. G, Z4 P: P* w- i
The effect of the control room environment on operator effectiveness is9 E+ O: X7 H3 _* e7 o) A
detailed. Proper and improper practices and design considerations are8 `; d( @/ L+ j/ f& n) _% E1 @
+ S1 V5 S; ]$ f A$ Rcovered. The principles of proper Abnormal Situation Management and
# g. r& o4 y% m" F+ c, Ihuman performance are explained. The future direction and capabilities of the
* j3 p# P/ q" ]9 I, t. C& oindustrial hmi are predicted
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