Bsi bs en 61069 6 2016

BS EN 61069-6:2016 BSI Standards Publication Industrial-process measurement, control and automation — Evaluation of system properties for the purpose of system assessment Part 6: Assessment of system operability BRITISH STANDARD BS EN 61069-6:2016 National foreword This British Standard is the UK implementation of EN 61069-6:2016 It is identical to IEC 61069-6:2016 It supersedes BS EN 61069-6:1998 which is withdrawn The UK participation in its preparation was entrusted by Technical Committee GEL/65, Measurement and control, to Subcommittee GEL/65/1, System considerations A list of organizations represented on this committee can be obtained on request to its secretary This publication does not purport to include all the necessary provisions of a contract Users are responsible for its correct application © The British Standards Institution 2016 Published by BSI Standards Limited 2016 ISBN 978 580 85996 ICS 25.040.40 Compliance with a British Standard cannot confer immunity from legal obligations This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 October 2016 Amendments/corrigenda issued since publication Date Text affected BS EN 61069-6:2016 EUROPEAN STANDARD EN 61069-6 NORME EUROPÉENNE EUROPÄISCHE NORM September 2016 ICS 25.040.40 Supersedes EN 61069-6:1998 English Version Industrial-process measurement, control and automation Evaluation of system properties for the purpose of system assessment - Part 6: Assessment of system operability (IEC 61069-6:2016) Mesure, commande et automation dans les processus industriels - Appréciation des propriétés d'un sytème en vue de son évaluation - Partie 6: Evaluation de l'opérabilité d'un système (IEC 61069-6:2016) Leittechnik für industrielle Prozesse - Ermittlung der Systemeigenschaften zum Zweck der Eignungsbeurteilung eines Systems - Teil 6: Eignungsbeurteilung der Systembedienbarkeit (IEC 61069-6:2016) This European Standard was approved by CENELEC on 2016-07-20 CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CENELEC member This European Standard exists in three official versions (English, French, German) A version in any other language made by translation under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom European Committee for Electrotechnical Standardization Comité Européen de Normalisation Electrotechnique Europäisches Komitee für Elektrotechnische Normung CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels © 2016 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members Ref No EN 61069-6:2016 E BS EN 61069-6:2016 EN 61069-6:2016 European foreword The text of document 65A/794/FDIS, future edition of IEC 61069-6, prepared by SC 65A "System aspects", of IEC/TC 65 "Industrial-process measurement, control and automation" was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 61069-6:2016 The following dates are fixed: • latest date by which the document has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2017-04-20 • latest date by which the national standards conflicting with the document have to be withdrawn (dow) 2019-07-20 This document supersedes EN 61069-6:1998 Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights CENELEC [and/or CEN] shall not be held responsible for identifying any or all such patent rights Endorsement notice The text of the International Standard IEC 61069-6:2016 was approved by CENELEC as a European Standard without any modification In the official version, for Bibliography, the following notes have to be added for the standards indicated: IEC 61069-3:2016 NOTE Harmonized as EN 61069-3:201X 1) (not modified) IEC 61069-4:2016 NOTE Harmonized as EN 61069-4:201X 1) (not modified) IEC 61069-8 NOTE Harmonized as EN 61069-8 IEC/TS 62603-1 NOTE Harmonized as CLC/TS 62603-1 ISO 6385 NOTE Harmonized as EN ISO 6385 ISO 9241-10 NOTE Harmonized as EN ISO 9241-10 ISO 10075-1 NOTE Harmonized as EN ISO 10075-1 ISO 10075-2 NOTE Harmonized as EN ISO 10075-2 ISO 11064-1 NOTE Harmonized as EN ISO 11064-1 ISO 11064-7 NOTE Harmonized as EN ISO 11064-7 1) To be published BS EN 61069-6:2016 EN 61069-6:2016 Annex ZA (normative) Normative references to international publications with their corresponding European publications The following documents, in whole or in part, are normatively referenced in this document and are indispensable for its application For dated references, only the edition cited applies For undated references, the latest edition of the referenced document (including any amendments) applies NOTE When an International Publication has been modified by common modifications, indicated by (mod), the relevant EN/HD applies NOTE Up-to-date information on the latest versions of the European Standards listed in this annex is available here: www.cenelec.eu Publication Year Title EN/HD Year IEC 61069-1 2016 Industrial-process measurement, control and automation - Evaluation of system properties for the purpose of system assessment Part 1: Terminology and basic concepts EN 61069-1 201X 2) IEC 61069-2 2016 Industrial-process measurement, control and automation - Evaluation of system properties for the purpose of system assessment Part 2: Assessment methodology EN 61069-2 201X 2) 2) To be published –2– BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 CONTENTS FOREWORD INTRODUCTION Scope Normative references Terms, definitions, abbreviated terms, acronyms, conventions and symbols 3.1 Terms and definitions 3.2 Abbreviated terms, acronyms, conventions and symbols Basis of assessment specific to operability 4.1 Operability properties 4.1.1 General 4.1.2 Efficiency 10 4.1.3 Intuitiveness 10 4.1.4 Transparency 11 4.1.5 Robustness 11 4.2 Factors influencing operability 12 Assessment method 12 5.1 General 12 5.2 Defining the objective of the assessment 12 5.3 Design and layout of the assessment 12 5.4 Planning of the assessment program 13 5.5 Execution of the assessment 13 5.6 Reporting of the assessment 13 Evaluation techniques 14 6.1 General 14 6.2 Analytical evaluation techniques 15 6.2.1 General 15 6.2.2 Efficiency 15 6.2.3 Intuitiveness 15 6.2.4 Transparency 16 6.2.5 Robustness 16 6.3 Empirical evaluation techniques 16 6.3.1 General 16 6.3.2 Efficiency 16 6.3.3 Intuitiveness 16 6.3.4 Transparency 17 6.3.5 Robustness 17 6.4 Additional topics for evaluation techniques 17 Annex A (informative) Checklist and/or example of SRD for system operability 18 A.1 A.2 A.3 A.4 A.5 A.6 A.7 General 18 Factors resulting from the industrial process itself 18 Factors related with the task of the operators, their frequency, percentage of time spent, required number of actions, etc 19 Factors due to the control strategy required 19 Factors concerning the human-machine interface design 20 Influence of the workplace on the operability requirements 20 General human factors 21 BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 –3– Annex B (informative) Checklist and/or example of SSD for system operability 22 B.1 SSD information 22 B.2 Check points for system operability 22 Annex C (informative) Example of a list of assessment items (information from IEC TS 62603-1) 23 C.1 Overview 23 C.2 Operability properties of Human Machine Interface (HMI) 23 C.2.1 General 23 C.2.2 Control room HMI hardware – system configuration 23 C.2.3 Control room HMI hardware – machines 23 C.2.4 Control room HMI hardware – monitors 24 C.2.5 Control room HMI hardware – special displays 24 C.2.6 Control room HMI software 24 C.2.7 Requirements for Local Operator Interface 25 C.2.8 BPCS localisation 25 Annex D (informative) Phase of a system life cycle 26 Bibliography 27 Figure – General layout of IEC 61069 Figure – Operability 10 Table D.1 – Phases of a system life cycle 26 –4– BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 INTERNATIONAL ELECTROTECHNICAL COMMISSION INDUSTRIAL-PROCESS MEASUREMENT, CONTROL AND AUTOMATION – EVALUATION OF SYSTEM PROPERTIES FOR THE PURPOSEOF SYSTEM ASSESSMENT – Part 6: Assessment of system operability FOREWORD 1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising all national electrotechnical committees (IEC National Committees) The object of IEC is to promote international co-operation on all questions concerning standardization in the electrical and electronic fields To this end and in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC Publication(s)”) Their preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with may participate in this preparatory work International, governmental and nongovernmental organizations liaising with the IEC also participate in this preparation IEC collaborates closely with the International Organization for Standardization (ISO) in accordance with conditions determined by agreement between the two organizations 2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international consensus of opinion on the relevant subjects since each technical committee has representation from all interested IEC National Committees 3) IEC Publications have the form of recommendations for international use and are accepted by IEC National Committees in that sense While all reasonable efforts are made to ensure that the technical content of IEC Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any misinterpretation by any end user 4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications transparently to the maximum extent possible in their national and regional publications Any divergence between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter 5) IEC itself does not provide any attestation of conformity Independent certification bodies provide conformity assessment services and, in some areas, access to IEC marks of conformity IEC is not responsible for any services carried out by independent certification bodies 6) All users should ensure that they have the latest edition of this publication 7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and members of its technical committees and IEC National Committees for any personal injury, property damage or other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC Publications 8) Attention is drawn to the Normative references cited in this publication Use of the referenced publications is indispensable for the correct application of this publication 9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent rights IEC shall not be held responsible for identifying any or all such patent rights International Standard IEC 61069-6 has been prepared by subcommittee 65A: System aspects, of IEC technical committee 65: Industrial-process measurement, control and automation This second edition cancels and replaces the first edition published in 1998 This edition constitutes a technical revision This edition includes the following significant technical changes with respect to the previous edition: a) reorganization of the material of IEC 61069-6:1998 to make the overall set of standards more organized and consistent; b) IEC TS 62603-1 has been incorporated into this edition BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 –5– The text of this standard is based on the following documents: FDIS Report on voting 65A/794/FDIS 65A/804/RVD Full information on the voting for the approval of this standard can be found in the report on voting indicated in the above table This publication has been drafted in accordance with the ISO/IEC Directives, Part A list of all parts in the IEC 61069 series, published under the general title Industrial-process measurement, control and automation – Evaluation of system properties for the purpose of system assessment, can be found on the IEC website The committee has decided that the contents of this publication will remain unchanged until the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data related to the specific publication At this date, the publication will be • reconfirmed, • withdrawn, • replaced by a revised edition, or • amended IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates that it contains colours which are considered to be useful for the correct understanding of its contents Users should therefore print this document using a colour printer –6– BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 INTRODUCTION IEC 61069 deals with the method which should be used to assess system properties of a basic control system (BCS) IEC 61069 consists of the following parts Part 1: Terminology and basic concepts Part 2: Assessment methodology Part 3: Assessment of system functionality Part 4: Assessment of system performance Part 5: Assessment of system dependability Part 6: Assessment of system operability Part 7: Assessment of system safety Part 8: Assessment of other system properties Assessment of a system is the judgement, based on evidence, of the suitability of the system for a specific mission or class of missions To obtain total evidence would require complete evaluation (for example under all influencing factors) of all system properties relevant to the specific mission or class of missions Since this is rarely practical, the rationale on which an assessment of a system should be based is: – the identification of the importance of each of the relevant system properties; – the planning for evaluation of the relevant system properties with a cost-effective dedication of effort to the various system properties In conducting an assessment of a system, it is crucial to bear in mind the need to gain a maximum increase in confidence in the suitability of a system within practical cost and time constraints An assessment can only be carried out if a mission has been stated (or given), or if any mission can be hypothesized In the absence of a mission, no assessment can be made; however, evaluations can still be specified and carried out for use in assessments performed by others In such cases, IEC 61069 can be used as a guide for planning an evaluation and it provides methods for performing evaluations, since evaluations are an integral part of assessment In preparing the assessment, it can be discovered that the definition of the system is too narrow For example, a facility with two or more revisions of the control systems sharing resources, for example a network, should consider issues of co-existence and inter-operability In this case, the system to be investigated should not be limited to the “new” BCS; it should include both That is, it should change the boundaries of the system to include enough of the other system to address these concerns The series structure and the relationship among the parts of IEC 61069 are shown in Figure – 16 – BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 quantified Unless the analysis is followed by an empirical evaluation the data obtained are subjective 6.2.4 Transparency It should be checked that the operator’s actions and corresponding system reactions and presentations are related to the task in a cognitive manner This means that paperwork or extensive mental processes are not required, to convert the human understanding of the task into its system representation 6.2.5 Robustness The documented functions (hardware and/or software) provided in the system to ensure robustness should be analysed to check whether these cover for example: – a method to acknowledge the receipt of information during transfer of data between modules; – the ability to detect errors caused by external noise and/or false or unauthorised information; – the application of redundancy, for example retransmission, cycle redundancy check; – the inclusion of a reasonability check, etc 6.3 6.3.1 Empirical evaluation techniques General The empirical evaluation should always be preceded by an analytical evaluation For the empirical evaluation a system model should be assembled This should comprise a selection of system functions, closely representing the tasks to be performed and the two-way communication means of the human-machine interface 6.3.2 Efficiency The performance of a selection of task(s), by a group of typical operators, should be monitored The sequence of steps actually taken by each operator should be recorded together with the total operator time (but excluding system function execution time) and the number of operator errors made For each of the tasks (or class of tasks) the number of operator steps required should be compared with the number of steps established in the analytical and theoretical task breakdown Although in this way the numbers obtained cannot be expressed in an actual efficiency number, it allows ranking of systems, when the objective of the assessment is to compare operability of systems 6.3.3 Intuitiveness Using the observations of the analytical evaluation, the empirical evaluation of intuitiveness should in practice be executed in parallel with the evaluation of efficiency as described in 6.3.2 The sequence of steps made by the operators, the number of hesitations, repetitions and errors made, and the steps at which these actions occur should be recorded The number of recordings and their importance is inversely proportional to intuitiveness BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 6.3.4 – 17 – Transparency The analysis executed in 6.2.4 and the data obtained under 6.3.3 should be carefully analysed together, since part of the recordings of repetitions and errors made can be due to lack of transparency 6.3.5 Robustness Operational robustness can be evaluated by the degree of accepted deviation from correct input and the system reaction on multi-key inputs or incorrect inputs (misprints) The system can provide plausibility and self-correcting functions The evaluation method for efficiency can be used and, if possible, be carried out at the same time, but should include the following: – variations from the documented method and procedure; – absence/presence of system warnings and advice when the method/procedure used is ambiguous; – whether or not the operator managed to recover the required operation 6.4 Additional topics for evaluation techniques Operability can be affected by the influencing factors as stated in 4.2 It should be taken into account that during some phases in the life cycle of the system, operability is required under quite different conditions than those which normally exist in a control room During these phases, for example during the commissioning and maintenance phase, the system can be exposed to conditions, which prevail in the process area – 18 – BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 Annex A (informative) Checklist and/or example of SRD for system operability A.1 General The human-machine interface not only gives the operators a view of the system itself, but by means of it, they also control, monitor and regulate the industrial process connected to the system via its input/output devices The requirements for the operability of a system not only come from all the different aspects, which will be encountered during the design, engineering, commissioning, operational and maintenance phases of the system’s life cycle, but also are strongly influenced by the personnel using the system and the environment the system is placed in Particular attention should be given to check that for each of the system tasks the operability requirements are given with respect to: – the phase of the system life cycle during which the task should be performed; – the duration of each phase and task(s); – the minimum and maximum number of operators, who should use the human interface at the same time to perform the task(s); – information about the profiles of the operators involved, such as their education, responsibility, role, skill and previous knowledge, etc.; – protocols and methods to be used, especially aspects requiring the operators to use the system at the same time The operability requirements should have been addressed both in relation to individual tasks as well as in relation to the total mission A.2 Factors resulting from the industrial process itself Some of the system operability factors have to with the industrial process under control Examples of these factors are: a) Process structure has an influence on the presentation of the hierarchical structure of the information, such as the number of subprocesses, single or integrated operations; the physical and geographical location of the facilities; batch or continuous operation, etc.; b) Process modes of operation (inclusive start-ups and shutdowns), their frequency of occurrence and duration; continuous operation at fixed standard settings or batch operation requiring frequent changes from one mode of operation to another at different settings, etc.; c) Number and characteristics of the process variables, such as: accuracy required, are the variables measurable, determination of process state, mutual interaction of the process variables, etc.; d) Characteristics of the process itself, especially dynamical aspects such as time constants of the (sub)processes, batch duration, changing characteristics with load (linear/nonlinear), process stability and predictability, etc.; e) Potential hazardous conditions of process (explosive atmosphere, toxicity, etc.) Each of these factors possibly require a change in the human-machine interface and to be implemented, either planned, unplanned or when a disturbance occurs BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 A.3 – 19 – Factors related with the task of the operators, their frequency, percentage of time spent, required number of actions, etc Some of the system operability factors have to with operators, their frequency, percentage of time spent, required number of actions Examples of these factors are: a) Process control tasks: 1) modes of control (on/off, stabilising, optimizing); 2) control loop tuning; 3) process monitoring; 4) scheduling and planning of process operation (batch, etc.); 5) fault management; 6) administration; 7) reporting; 8) maintenance diagnostics (preventive, curative); 9) communications, etc b) Tasks performance criteria: 1) required accuracy of task performance; 2) required speed of task performance; 3) required response time of human-machine interface; 4) allowable operator’s faults (amount and nature); 5) task priorities, etc c) Operator characteristics: 1) number of operators (field, control room); 2) communication requirements between operators/supervisors/other personnel; 3) background (age, level of education, experience, training), etc d) Organizational: 1) allocation of task between field and control room personnel; 2) authority levels in the use of the human-machine interface(s); 3) instructions and procedures; 4) organizational structure, etc A.4 Factors due to the control strategy required Some of the system operability factors have to with the control strategy required Examples of these factors are: a) Degree of automation: 1) number of control loops (analogue/discrete, PID/multivariable, final control elements); 2) number of plant protection loops; 3) number of switching actions executed by the system, etc b) Control strategies: 1) single, cascade, ratio, adaptive, multi-variable, free programmable, etc., and the number of each kind c) Control functions executed by the system: 1) on/off, stabilising, optimization, limiting and emergency control, alarming and alarm analysing, monitoring, reporting, etc – 20 – BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 d) Operational aspects: 1) interaction between control loops; 2) malfunction of loops (hard and software); 3) limits on allowed/not-allowed manual adjustments, etc A.5 Factors concerning the human-machine interface design Some of the system operability factors have to with the human-machine interface design Examples of these factors are: a) Specific information, which can be required by operators and further general aspects such as amount, complexity, update frequency, sequence, serial/parallel presentation, redundant presentation, etc of the following elements: 1) overall information on process state, operational values, etc.; 2) information on occurrence and location of deviations from required operation; 3) clustered information on essential process variables; 4) information on historical and predicted future process behaviour, etc b) Interventions allowed: 1) switching of process plant equipment; 2) changing set points, tuning parameters, acquiring information; 3) activating and/or deactivating control system hard and software, etc c) Means for manipulation: 1) information aspects (form, required amount of actions before command execution, coding, sequence of input actions, complexity, amount of different codes, etc.); 2) flexibility in code design; 3) use of joystick, trackball, light-pen, touch screen, keyboard, mouse, graphic tablet, voice input, etc d) Means for providing information: 1) video display units: resolution, refresh rate, flicker, contrast between symbol and background, colours, size, image sharpness and stability, screen profile, screen orientation; 2) printers; 3) acoustic; 4) recorders, indicators, lamps, etc A.6 Influence of the workplace on the operability requirements The layout of workplace is as follows: a) working posture (standing or sitting, head position and movement, postural loading); b) footrest, arm support; c) dimensions of workstation (work space, desk height, shape, position of output devices), etc d) distance between operator and manipulation means and information sources; e) lighting, noise, climate, vibration, dirt/dust, comfort, etc.; f) control room design: the materials and colours used for walls, floor, desks, ceiling, etc BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 A.7 – 21 – General human factors Some of the system operability factors have to with the general human factors Examples of these factors are: a) Physical load: working posture, movements to be executed, forces to be exercised, number and frequency of actions, etc b) Mental load: memory load (short and long term), required information processing (amount and speed), etc – 22 – BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 Annex B (informative) Checklist and/or example of SSD for system operability B.1 SSD information The system specification document should be reviewed to check that the properties given in the SRD are listed as described in IEC 61069-2:2016, Annex B B.2 Check points for system operability Particular attention should be paid to check that information, on a task-by-task basis, is given on: – the functions proposed to support the operability aspects of each task; – for each function the modules and elements, both hardware and software, supporting the function; The level of detailing the implementation of the task(s) and the extent of subdivision into modules and elements should be only that which is necessary, yet sufficient to demonstrate that the requirements are met – the way in which the interaction is provided for the operator by the proposed system in terms of devices, methods and procedures; Depending on the architecture of the system, task(s) can be supported by alternative sets of functions, which can require alternative sequences of operations at the human-machine interface – the skills, experience, etc to be required by the operators to operate the system properly, and the tools provided in support of the operation through the human-machine interface; – the underlying rationale if the system proposed differs from the requirements or if different alternative solutions are suggested, supported by data, for example standards, field experience, test reports, calculations, etc The review should in particular examine whether for each operational phase the necessary information is given how the required tasks can be performed with the given group of personnel BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 – 23 – Annex C (informative) Example of a list of assessment items (information from IEC TS 62603-1) C.1 Overview Annex C provides some examples about influencing factors related to this standard which were extracted from IEC TS 62603-1 The classifications of the values of properties described in this document are only examples C.2 C.2.1 Operability properties of Human Machine Interface (HMI) General In this guideline, the term HMI refers to the displays, computers and software that serve as an interface with a BPCS The HMI has three primary functions: a) provide visualization of process parameters and methods with which to control the process; b) provide alarms and indications to the operator when the process is out of control or the system has failed; c) provide a method to allow the operator to understand where the process is going and how fast (trending functionality) To implement the HMI functionalities, the specification of the required hardware and software requirements should be given It is important to distinguish the functions of the HMI in the control room and the local operator interface For both the options, the hardware and software requirements should be indicated C.2.2 Control room HMI hardware – system configuration The minimum set of information for the control room hardware definition includes: a) the required number of machine; b) the required number of monitors; c) the functionalities of each machine; d) special display, e.g overhead projectors, wide screens, etc (if any) The control room system configuration can be effectively specified by a layout drawing C.2.3 Control room HMI hardware – machines The specifications of the HMI machines include: a) processor type; b) memory RAM; c) type and size of hard disk; d) operating system; e) communication ports; f) connection and communication with external data storage – 24 – BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 The control room network can be effectively specified by a drawing of the hardware system configuration C.2.4 Control room HMI hardware – monitors The specifications of the HMI monitors include: a) the screen technology used; b) the screen size; c) the screen resolution; d) the number of multiple monitors on the console; e) the number of supported colours C.2.5 Control room HMI hardware – special displays Special displays are specified according to the required technology, e.g overhead projectors, plasma or LED large screens, back projectors, etc C.2.6 Control room HMI software The specifications for the HMI software include several families, as listed hereinafter: a) Technology 1) Operating system, e.g Windows XP 2) Supports ActiveX controllers 3) Based on OPC architecture 4) VBA client or server b) Architecture 1) Primary application: i) Single station ii) Single server iii) Multiple-server iv) Multiple-client 2) Tag-based HMI 3) Maximum number of servers/clients 4) Supporting of thin clients 5) Supporting of multi-user 6) Supporting of remote configuration at runtime 7) Redundancy of data server 8) Redundancy of HMI server c) Features for navigation and displaying 1) Animation 2) Number of pages to be created 3) Number of pages displayed 4) Visibility 5) Colour 6) Horizontal and vertical position 7) Horizontal and vertical slider 8) Supporting of remote alarming; e.g e-mail or sms BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 C.2.7 – 25 – Requirements for Local Operator Interface It should be defined how many Local Operator Interface (LOI) should be installed in the system For each LOI the requirements that should be defined are: a) the panel technology: touch or function key; b) the special keyboard: buttons for operating process parameters, buttons for calling up displays and buttons for alphabet keys; c) the screen size; d) the screen resolution in pixels; e) the supported operating system; f) the supported communication ports C.2.8 BPCS localisation Localisation is the ability of a BPCS to support local languages for different functions, such as: a) the programming; b) the documentation; c) the HMI The required language(s) and function(s) are to be specified BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 – 26 – Annex D (informative) Phase of a system life cycle Table D.1 shows the various phases, the operator(s) using the system during these phases, their typical tasks and the type of interfaces utilized Table D.1 – Phases of a system life cycle Phase of system life cycle Operator Task Example of interface type Design Engineer Design program CAE workstation Designer Engineering Engineer Selection of configuration Personal computer Installation and commissioning Fitter Installation Technician Integration, test and check Control desk and portable programming unit Engineer Production Operator Plant and equipment operation Control desk, screens and setpoint devices Maintenance Technician Testing, replacement and checking Multimeter, bus system analyser Disposal Fitter Disassembling BS EN 61069-6:2016 IEC 61069-6:2016 © IEC 2016 – 27 – Bibliography [1] IEC 61069-3:2016, Industrial-process measurement, control and automation – Evaluation of system properties for the purpose of system assessment – Part 3: Assessment of system functionality [2] IEC 61069-4:2016, Industrial-process measurement, control and automation – Evaluation of system properties for the purpose of system assessment – Part 4: Assessment of system performance [3] IEC 61069-8, Industrial-process measurement, control and automation – Evaluation of system properties for the purpose of system assessment – Part 8: Assessment of other system properties [4] IEC TS 62603-1, Industrial process control systems – Guideline for evaluating process control systems – Part 1: Specifications [5] ISO 3864 (all parts), Graphical symbols – Safety colours and safety signs [6] ISO 6385, Ergonomic principles in the design of work systems [7] ISO 9241-10, Ergonomic requirements for office work with visual display terminals (VDTs) – Part 10: Dialogue principles [8] ISO 9355-1, Ergonomic requirements for the design of displays and control actuators – Part 1: Human interaction with displays and control actuators [9] ISO 9355-2, Ergonomic requirements for the design of signals and control actuators – Part 2: Displays [10] ISO 10075-1, Ergonomic principles related to mental workload – General terms and definitions [11] ISO 10075-2, Ergonomic principles related to mental workload – Part 2: Design principles [12] ISO 11064-1, Ergonomic design of control centres – Part 1: Principles for the design of control centres [13] ISO 11064-7, Ergonomic design of control centres – Part 7: Principles for the evaluation of control centres [14] ISO 11428, Ergonomics – Visual danger signals – General requirements, design and testing [15] ISO 11429, Ergonomics – System of auditory and visual danger and information signals [16] Mil Standard 1472, Human Engineering, Design Data [17] Kantowitz, B.H Sorkin, R.D.:1983, Human factors: Understanding people-system relationships; John Wiley, Chichester [18] Irwan, B; Ainsworth, L.K.:1992, A guide to task analysis; Taylor & Francis, London [19] Wilson, J.R and Corlett, E.N (eds):1995, Evaluation of human work: A practical ergonomics methodology (second edition); Taylor & Francis, London _ This page deliberately left blank This page deliberately left blank NO COPYING WITHOUT BSI PERMISSION 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