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1、BS EN ISO 11064-5:2008 ICS 13.180 NO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAW BRITISH STANDARD Ergonomic design of control centres Part 5: Displays and controls (ISO 11064-5:2008) Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI Th
2、is British Standard was published under the authority of the Standards Policy and Strategy Committee on 28 February 2009 BSI 2009 ISBN 978 0 580 57609 6 Amendments/corrigenda issued since publication DateComments BS EN ISO 11064-5:2008 National foreword This British Standard is the UK implementation
3、 of EN ISO 11064-5:2008. The UK participation in its preparation was entrusted to Technical Committee PH/9, Applied ergonomics. 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
4、 of a contract. Users are responsible for its correct application. Compliance with a British Standard cannot confer immunity from legal obligations. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI EUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN ISO 110
5、64-5 July 2008 ICS 13.180 English Version Ergonomic design of control centres - Part 5: Displays and controls (ISO 11064-5:2008) Conception ergonomique des centres de commande - Partie 5: Dispositifs daffichage et commandes (ISO 11064- 5:2008) Ergonomische Gestaltung von Leitzentralen - Teil 5: Anze
6、igen und Stellteile (ISO 11064-5:2008) This European Standard was approved by CEN on 26 April 2008. CEN 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-
7、to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN Management Centre or to any CEN member. This European Standard exists in three official versions (English, French, German). A version in any other language made by translation un
8、der the responsibility of a CEN member into its own language and notified to the CEN Management Centre has the same status as the official versions. CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece
9、, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG Management
10、 Centre: rue de Stassart, 36 B-1050 Brussels 2008 CENAll rights of exploitation in any form and by any means reserved worldwide for CEN national Members. Ref. No. EN ISO 11064-5:2008: E Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008
11、EN ISO 11064-5:2008 (E) 3 Foreword This document (EN ISO 11064-5:2008) has been prepared by Technical Committee ISO/TC 159 “Ergonomics“ in collaboration with Technical Committee CEN/TC 122 “Ergonomics” the secretariat of which is held by DIN. This European Standard shall be given the status of a nat
12、ional standard, either by publication of an identical text or by endorsement, at the latest by January 2009, and conflicting national standards shall be withdrawn at the latest by January 2009. Attention is drawn to the possibility that some of the elements of this document may be the subject of pat
13、ent rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cy
14、prus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Endorsement notice The text of ISO
15、11064-5:2008 has been approved by CEN as a EN ISO 11064-5:2008 without any modification. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 ISO 11064-5:2008(E) ISO 2008 All rights reserved iii Contents Page Foreword. v Introduction. vi 1
16、 Scope . 1 2 Normative references. 1 3 Terms and definitions. 1 4 Principles. 6 5 Process for display and control specification. 15 5.1 Design process. 15 5.2 Design team and competencies 15 5.3 Evaluation 15 5.4 Iteration 16 5.5 Design process steps. 16 6 Alarms High-level requirements and recommen
17、dations . 17 6.1 General. 18 6.2 Structuring. 18 6.3 Presentation 19 6.4 Interaction and handling requirements 20 6.5 Documentation 20 Annex A (informative) Guidelines. 22 A.1 Overview 22 A.2 Guidance on presentation of information 22 A.2.1 General. 22 A.2.2 Defining network boundaries 24 A.2.3 Dete
18、rmining types and numbers of pages. 24 A.2.4 Developing formats 26 A.2.5 Design elements . 29 A.2.6 Display devices. 30 A.3 Guidance on “user-interface interaction” 30 A.3.1 General. 30 A.3.2 Network management. 31 A.3.3 Page management 32 A.3.4 Selecting dialogue types 32 A.3.5 System response time
19、s 33 A.4 Selecting control devices 34 A.4.1 General. 34 A.4.2 List of features to be controlled 35 A.4.3 Selection of control type 35 A.4.4 Coding of controls 35 Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 ISO 11064-5:2008(E) iv I
20、SO 2008 All rights reserved A.5 “Soft” controls, overview displays, communications systems and CCTV.35 A.5.1 Soft controls35 A.5.2 Overview displays.36 A.5.3 Communications systems39 A.5.4 CCTV (closed-circuit TV) systems and presentation of pictorial images .40 A.6 Guidance on alarm systems 41 A.6.
21、1 General.41 A.6.2 Scope and objectives .42 A.6.3 Alarm management process and procedures43 A.6.4 How to prioritize43 A.6.5 Management of change (MoC).44 A.6.6 Roles and responsibilities44 A.6.7 Alarm system performance metrics and targets .45 A.6.8 Monitoring and continuous improvement46 Bibliograp
22、hy .47 Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 ISO 11064-5:2008(E) ISO 2008 All rights reserved v Foreword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO me
23、mber bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governme
24、ntal and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Dire
25、ctives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bod
26、ies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 11064-5 was prepared by Technical Committee ISO/TC 159, Ergonomics, Subcommit
27、tee SC 4, Ergonomics of human-system interaction. ISO 11064 consists of the following parts, under the general title Ergonomic design of control centres: Part 1: Principles for the design of control centres Part 2: Principles for the arrangement of control suites Part 3: Control room layout Part 4:
28、Layout and dimensions of workstations Part 5: Displays and controls Part 6: Environmental requirements for control centres Part 7: Principles for the evaluation of control centres Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 ISO 11
29、064-5:2008(E) vi ISO 2008 All rights reserved Introduction This part of ISO 11064 presents principles and processes to be adopted when designing the human-system interface of a control centre. These interface considerations are relevant for operators, supervisors and maintainers of systems. It is in
30、tended for use by individuals such as project managers, purchasers, systems designers, specifiers and those developing operator interfaces. The purpose of this part of ISO 11064 is to maximize the safe, reliable, efficient and comfortable use of displays and controls in control centre applications.
31、To this end, rules and recommendations based upon ergonomic findings are established for selecting the appropriate display and control types, structuring and presenting information on screens and shared off-workstation displays, and establishing control and dialogue procedures. This part of ISO 1106
32、4 focuses on the main principles for the selection, design and implementation of controls, displays and human-system interactions for control room operation and supervision. The wide range of control and displays used in control rooms and the fast changes in technology make it impracticable to provi
33、de requirements meeting all situations. The approach adopted here is to identify general principles of good practice that will need to be supported by information accessed from human factors publications and other ergonomics standards. The use of displays and controls in control centres differs from
34、 that typically found in offices and other non-control situations. Control centre activities are characterized by: being driven by externally controlled events occurring within the process; requiring an appropriate human response in real time human reactions that are inadequate or too late can cause
35、 environmental damage, serious personal injury (e.g. safety-critical situations), equipment damage, lost production, decreased output quality or pollution of the environment; controlling the dynamic behaviours of high-energy or hazardous physical and chemical processes; involving information derived
36、 from a variety of sources; including the monitoring of many complex process variables typically presented via multiple parallel visual and auditory devices; involving team work with resources both within and outside the control room. For these reasons, the standards required in a control environmen
37、t can need to be more stringent than those of the typical office environment (i.e. as covered by ISO 9241). Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 ISO 11064-5:2008(E) ISO 2008 All rights reserved vii This part ISO 11064 defin
38、es principles and specifies requirements to be applied when determining the most appropriate displays and controls for control room functions. Thus, the application of this part of ISO 11064 ought to be of benefit to operators, operating companies, equipment purchasers, interface designers, manufact
39、urers and engineering firms as outlined below. Operators and operating companies Communication between operators and equipment will be more uniform across plants to which the standard is applied. This can reduce training burdens and facilitate job rotations. Operator stress, and situation-induced op
40、erator errors, can be reduced, thus improving operator efficiency and job satisfaction. Purchasers of equipment The buyer has standard criteria to use in judging and selecting any man-machine interface under consideration and the material can be included in procurement requirements. Tighter control
41、of procurement offers project managers a reduction of risk. Manufacturers of displays and controls This part of ISO 11064 provides an agreed baseline from which manufacturers can develop and/or offer products. Engineering firms Engineering firms or departments can reference a common set of guideline
42、s and principles in the selection and application of displays and controls to fit their particular needs. This part of ISO 11064 also offers engineers and product developers advice in the design of displays and controls. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Co
43、py, (c) BSI BS EN ISO 11064-5:2008 Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 INTERNATIONAL STANDARD ISO 11064-5:2008(E) ISO 2008 All rights reserved 1 Ergonomic design of control centres Part 5: Displays and controls SAFETY PREC
44、AUTIONS Many of the topics covered by this part of ISO 11064 relate to safety-critical matters. It may be advisable to seek professional advice in the interpretation of requirements and the selection of appropriate solutions. 1 Scope This part of ISO 11064 presents principles and gives requirements
45、and recommendations for displays, controls, and their interaction, in the design of control-centre hardware and software. 2 Normative references The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undate
46、d references, the latest edition of the referenced document (including any amendments) applies. ISO 9241-12, Ergonomic requirements for office work with visual display terminals (VDTs) Part 12: Presentation of information ISO 11064-1, Ergonomic design of control centres Part 1: Principles for the de
47、sign of control centres ISO 11064-7, Ergonomic design of control centres Part 7: Principles for the evaluation of control centres ISO 13407, Human-centred design processes for interactive systems 3 Terms and definitions For the purposes of this document, the following terms and definitions apply. 3.
48、1 alarm high priority alert used to attract the operators attention to important deviations or abnormal events in system operation 3.2 alert method by which operators are notified of system events requiring a reaction or response 3.3 analogue display display in which the status information is shown
49、as a function of length, angle or other dimension NOTE 1 In the case of visual displays, the information may be shown as a function of pointer deflection, length of a bar graph, or similar visual quantity. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:17, Uncontrolled Copy, (c) BSI BS EN ISO 11064-5:2008 ISO 11064-5:2008(E) 2 ISO 2008 All rights reserved NOTE 2 Adapted from ISO 9355-2:1999, definition 3.8. EXAMPLE A physical variable (e.g. temperature) is represented by a bar. Its le