SCADA Visualization: Designing Effective HMI Screens for Process Monitoring

Posted May 18, 2023 Updated Aug 12, 2023

By Safar zitoun Zine eddine 6 min read

1. HMI Layout

1.1. Screen Organization

The organization of HMI screens is crucial for providing operators with easy access to critical information. In this section, we will explore the principles of screen organization, including grouping related data, utilizing grids and alignment, and employing logical flow. We will also discuss the importance of clear and concise labeling and the use of whitespace to enhance visual clarity and reduce cognitive load.

Intuitive navigation and a well-defined hierarchy are essential for a user-friendly HMI. In this section, we will delve into techniques for creating efficient navigation menus, breadcrumbs, and hierarchical structures. We will emphasize the importance of providing context and maintaining a consistent navigation scheme throughout the HMI screens.

1.3. Color Scheme and Contrast

Color selection and contrast play a significant role in conveying information effectively and ensuring readability in HMI screens. In this section, we will explore the principles of color psychology, color coding, and the use of contrast to highlight critical information. We will provide guidelines for selecting a suitable color scheme that enhances visibility and avoids confusion or misinterpretation.

2. Data Visualization Techniques

2.1. Graphical Representations

Visual representations of data can greatly enhance the understanding of complex processes. In this section, we will discuss various graphical techniques, such as charts, graphs, and gauges, for representing real-time data. We will explore the benefits and considerations of each visualization method and provide guidance on selecting the most appropriate representation for different types of data.

2.2. Iconography

Icons are valuable visual aids for conveying information quickly and intuitively. In this section, we will explore the use of icons in HMI screens, including symbol libraries, iconography standards, and the creation of custom icons. We will emphasize the importance of using clear and universally recognizable icons to facilitate efficient interpretation by operators.

2.3. Animation and Transitions

Subtle animations and transitions can enhance the user experience and draw attention to critical information. In this section, we will discuss the judicious use of animations and transitions in HMI screens. We will provide guidelines for creating smooth and purposeful animations that guide the operator’s attention and avoid visual distractions.

3. Trends and Historical Data Display

3.1. Trend Visualization

Displaying trends allows operators to identify patterns and anomalies in process data. In this section, we will explore different techniques for visualizing trends,such as line graphs, area charts, and sparklines. We will discuss the importance of selecting appropriate time scales and intervals, as well as the significance of labeling and axis scaling to ensure accurate interpretation of trend data.

3.2. Historical Data Analysis

Analyzing historical data can provide valuable insights into process performance and facilitate decision-making. In this section, we will discuss methods for presenting historical data in HMI screens, including historical charts, data tables, and statistical summaries. We will also explore interactive features, such as zooming and filtering, that enable operators to explore historical data in detail.

3.3. Data Logging and Reporting

Efficient data logging and reporting mechanisms are essential for documenting process performance and meeting regulatory requirements. In this section, we will discuss strategies for implementing data logging and reporting features in SCADA systems. We will cover topics such as data storage, retrieval, and generating reports that provide a comprehensive overview of process operations.

4. Alarming and Event Notification

Alarms and event notifications play a critical role in alerting operators to abnormal conditions and facilitating timely responses. In this section, we will explore best practices for designing alarm presentation screens, including clear visual indicators, alarm acknowledgement mechanisms, and alarm history tracking. We will also discuss event notification techniques, such as pop-up messages and audible alerts, to ensure operators are promptly informed of critical events.

4.1. Alarm Presentation

Effective alarm presentation is crucial for operators to quickly identify and respond to abnormal conditions. In this section, we will discuss strategies for organizing alarms, including grouping related alarms, providing contextual information, and utilizing color coding and priority levels. We will also address the importance of alarm visualization techniques, such as flashing or blinking, to draw attention to critical alarms.

4.2. Alarm Prioritization

Prioritizing alarms helps operators focus on the most critical issues and avoid information overload. In this section, we will explore methods for prioritizing alarms based on severity, impact, and urgency. We will discuss techniques such as alarm filtering, categorization, and escalation to ensure operators can efficiently handle alarm floods and prioritize their actions.

4.3. Event Notification

In addition to alarms, timely notification of important events is essential for operators to stay informed. In this section, we will discuss various event notification mechanisms, including pop-up messages, audible alarms, and email or SMS notifications. We will provide guidance on selecting the appropriate notification method based on the event’s importance and the operator’s situational awareness requirements.

5. Best Practices for User-Friendly Interfaces

Creating user-friendly interfaces is key to enhancing operator efficiency and reducing the risk of errors. In this section, we will discuss best practices for HMI design that contribute to a positive user experience.

5.1. Consistency and Standardization

Consistency and standardization of HMI elements promote familiarity and ease of use. In this section, we will explore the importance of consistent layouts, navigation schemes, and terminology across HMI screens. We will discuss the benefits of adhering to industry standards, such as ISA-101, and the use of style guides to ensure consistency in HMI design.

5.2. Use of Labels and Annotations

Clear and concise labeling of HMI elements is crucial for conveying information accurately. In this section, we will discuss strategies for effective labeling and annotation, including the use of descriptive text, units of measurement, and contextual information. We will also explore techniques for reducing clutter through smart labeling and dynamic annotations.

5.3. Responsive Design

Responsive design enables HMI screens to adapt to different display sizes and orientations. In this section, we will discuss the importance of responsive design in modern SCADA systems. We will explore techniques for creating flexible layouts, utilizing scalable graphics, and optimizing screen elements for touch interfaces to ensure an optimal user experience across various devices.

Conclusion

Congratulations! You have completed this tutorial on designing effective HMI screens for process monitoring in SCADA systems. You have learned valuable insights and best practices for HMI layout, data visualization, trends and historical data display, alarming and event notification, and creating user-friendly interfaces. Armed with this knowledge, you can now create HMI screens that improve operator effectiveness, enhance situational awareness, and support efficient decision-making in industrial processes. Remember to apply these principles in your future HMI design projects and stay updated with the latest trends and advancements in the field. Happy designing!

Article

This post is licensed under CC BY 4.0 by the author.