Rockwell Automation Process HMI Style Guide White Paper Table of Contents 1 Introduction ........................................................................................................................................................... 5 1.1 Before You Begin ........................................................................................................................................ 5 1.2 Additional Resources ................................................................................................................................... 6 2 Functional Description of HMI Components ........................................................................................................... 6 3 Display Levels ......................................................................................................................................................... 7 3.1 Level 1 Displays: Process Overview .............................................................................................................. 8 3.2 Level 2 Displays: Process Unit Operating Graphics ....................................................................................... 9 3.3 Level 3 Displays: Process Detail Displays .................................................................................................... 10 3.4 Level 4 Displays: Process Support and Diagnostics Displays ...................................................................... 10 4 Standard HMI Template ......................................................................................................................................... 11 4.1 Layout ....................................................................................................................................................... 11 4.1.1 Header .................................................................................................................................................. 12 4.1.2 Button Bars ........................................................................................................................................... 12 4.1.3 Level 1 Display ....................................................................................................................................... 13 4.1.4 Level 2 and 3 Displays ............................................................................................................................ 13 4.1.5 Alarm Summary..................................................................................................................................... 13 4.2 HMI Instance Configuration ....................................................................................................................... 14 4.3 Standard System Functionality.................................................................................................................. 14 5 Operator Interaction Methodologies .................................................................................................................... 14 6 Display Layout and Design Considerations ............................................................................................................ 14 6.1 Users’ Goals, Tasks, and Mental Model ....................................................................................................... 15 6.2 Necessary Information and Controls .......................................................................................................... 15 6.3 Data Presentation ..................................................................................................................................... 15 6.4 Contextual Information ............................................................................................................................. 15 6.5 Grouping ................................................................................................................................................... 15 6.6 Highlighting Key Information .................................................................................................................... 16 6.7 Situation Awareness.................................................................................................................................. 16 6.8 Physical Layout and Alignment ................................................................................................................. 16 7 Navigation Methods .............................................................................................................................................. 17 8 Design Application Standards ............................................................................................................................... 18 8.1 Color Conventions ..................................................................................................................................... 18 8.2 Animation ................................................................................................................................................. 21 8.3 Visibility .................................................................................................................................................... 21 8.4 Depiction of Lines ..................................................................................................................................... 22 8.5 Grouping Box ............................................................................................................................................ 22 8.6 Depiction of Process Equipment ................................................................................................................ 22 8.7 Dynamic Process Objects .......................................................................................................................... 23 8.8 Static Process Objects ............................................................................................................................... 24 8.9 Font Types and Sizes ................................................................................................................................. 25 8.10 Data Alignment ......................................................................................................................................... 25 8.11 Static Text ................................................................................................................................................. 26 8.11.1 Title Bar Text ......................................................................................................................................... 26 8.11.2 Titles..................................................................................................................................................... 26 8.11.3 Column Headings .................................................................................................................................. 26 8.11.4 Group Headings .................................................................................................................................... 27 8.11.5 Labels ................................................................................................................................................... 27 8.12 Dynamic Data ........................................................................................................................................... 28 8.12.1 Dynamic Text Data ................................................................................................................................ 28 8.12.2 Dynamic Numeric Data ......................................................................................................................... 29 8.12.3 Enumerated Data (Multi-State Indicators) ............................................................................................. 29 8.12.4 Binary State Indicators .......................................................................................................................... 30 8.12.5 Bar Graphs ............................................................................................................................................ 30 8.12.6 Bar Chart .............................................................................................................................................. 32 8.12.7 Trends ................................................................................................................................................... 32 8.12.8 Sparkline ...............................................................................................................................................33 8.13 Diagrams .................................................................................................................................................. 34 8.13.1 State Diagrams ..................................................................................................................................... 35 8.13.2 Logical Diagrams .................................................................................................................................. 35 8.13.3 Limited P&ID ........................................................................................................................................ 36 8.14 Icons ......................................................................................................................................................... 36 8.14.1 Icon