National foreword

This British Standard is the UK implementation of EN IEC 63303:2024. It is identical to IEC 63303:2024.

The UK participation in its preparation was entrusted to Technical Committee GEL/65, Measurement and control.

A list of organizations represented on this committee can be obtained on request to its committee manager.

Contractual and legal considerations

This publication has been prepared in good faith, however no representation, warranty, assurance or undertaking (express or implied) is or will be made, and no responsibility or liability is or will be accepted by BSI in relation to the adequacy, accuracy, completeness or reasonableness of this publication. All and any such responsibility and liability is expressly disclaimed to the full extent permitted by the law.

This publication is provided as is, and is to be used at the recipient’s own risk.

The recipient is advised to consider seeking professional guidance with respect to its use of this publication.

This publication is not intended to constitute a contract. Users are responsible for its correct application.

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 30 September 2024.

This European Standard was approved by CENELEC on 10 September 2024. 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, Czechia, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and United Kingdom.

European foreword

The text of document 65A/1115/FDIS, future edition 1 of IEC 63303, 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 IEC 63303:2024.

The following dates are fixed:

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CENELEC shall not be held responsible for identifying any or all such patent rights.

Any feedback and questions on this document should be directed to the users’ national committee. A complete listing of these bodies can be found on the CENELEC website.

Endorsement notice

The text of the International Standard IEC 63303:2024 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 standard indicated:

FOREWORD

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 non-governmental 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.
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.
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.
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.
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.
All users should ensure that they have the latest edition of this publication.
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.
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.
IEC draws attention to the possibility that the implementation of this document may involve the use of (a) patent(s). IEC takes no position concerning the evidence, validity or applicability of any claimed patent rights in respect thereof. As of the date of publication of this document, IEC had not received notice of (a) patent(s), which may be required to implement this document. However, implementers are cautioned that this may not represent the latest information, which may be obtained from the patent database available at https://patents.iec.ch. IEC shall not be held responsible for identifying any or all such patent rights.

IEC 63303 has been prepared by subcommittee 65A: System aspects, of IEC technical committee 65: Industrial-process measurement, control and automation. It is an International Standard.

The text of this International Standard is based on the following documents:

Full information on the voting for its approval can be found in the report on voting indicated in the above table.

The language used for the development of this International Standard is English.

This document was drafted in accordance with ISO/IEC Directives, Part 2, and developed in accordance with ISO/IEC Directives, Part 1 and ISO/IEC Directives, IEC Supplement, available at www.iec.ch/members_experts/refdocs. The main document types developed by IEC are described in greater detail at www.iec.ch/publications.

The committee has decided that the contents of this document will remain unchanged until the stability date indicated on the IEC website under webstore.iec.ch in the data related to the specific document. At this date, the document will be

reconfirmed,
withdrawn, or
revised.

IMPORTANT — The "colour inside" logo on the cover page of this document 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.

INTRODUCTION

The purpose of this document is to address the philosophy, design, implementation, operation, and maintenance of human machine interfaces (HMIs) for automation systems, including multiple work processes throughout the HMI life cycle. It is intended to help users to better understand the style of HMI recommended by this document.

It is assumed that the reader has a fundamental knowledge of basic HMI functionality.

This document was derived from ANSI/ISA-101.01-2015 Human Machine Interfaces for Process Automation Systems.

This document defines the terminology and models to develop an HMI and the work processes recommended to effectively maintain the HMI throughout its life cycle. This document can be used to:

provide guidance to design, build, operate and maintain HMIs to achieve a safer, more effective, and more efficient control system under all operating conditions, and
improve the user's abilities to detect, diagnose, and properly respond to abnormal situations.

The HMI is the collection of hardware and software used to monitor and interact with the control system and ultimately with the process.

In some cases, the primary user(s) operate equipment from different suppliers that have their own HMI system standards, and it is impractical to achieve uniformity across these HMI systems or the ideal adherence to the asset owner's HMI system standards.

In such cases, the asset owner should perform a formal assessment of deviations of each equipment HMI from the asset owner's HMI philosophy. This assessment should consider human factors engineering and task analysis.

The outcome of the assessment should determine if any mitigations are required to ensure the safe and efficient control of the process including start-up, operation, and shutdown, in addition to early detection, diagnosis, and proper response to abnormal situations.

The proper design and implementation of HMI systems as described in this document will result in increased efficiencies and reduced stress of the users. Other factors such as ergonomics and overall design of the control room also contribute to potential stressors that need to be managed. International Standard series ISO 11064 "Ergonomic design of control centres" has been developed to address the broader control room environment.

This document is organized into ten clauses. The first three clauses are introductory in nature. Clause 4 presents user types. Clause 5 introduces the life cycle model for the HMI. Clauses 6 through 10 provide additional details to support the HMI life cycle. The main body of this document (Clauses 4 to 10) presents mandatory requirements and non-mandatory recommendations.

1 Scope

1.1 General applicability

This document defines general structures and functions of HMI systems.

An HMI life cycle example for HMI systems is included.

This document specifies requirements and recommendations for activities in each stage of the life cycle including designing, using, and maintaining the HMI system.

It also provides requirements and recommendations for functions and performance of HMI systems.

The requirements and recommendations in this document are applicable to any controlled process using an HMI to interface to a control system. There can be differences in implementation to meet the specific needs based on the application and controlled process type.

1.2 Exclusions

1.2.1 Management of change (MOC)

Some requirements and recommendations to be included in a MOC procedure are included in this document. However, a specific MOC procedure has not been included in this document.

1.2.2 Jurisdictions

In some jurisdictions, the governing authorities (e.g. national, federal, state, province, county, city) have established process safety design, process safety management, or other requirements.

1.2.3 Purchase specification

This document is not intended to be used as a human machine interface system selection or purchase specification, although at the discretion of the person specifying or requiring it, suppliers could be requested to provide an HMI system including the features mentioned herein. This document does not eliminate the need for sound engineering judgment. No HMI platform or technology is mandated nor implied.

2 Normative references

3 Terms, definitions and abbreviated terms

3.1 Terms and definitions

3.2 Abbreviated terms

4 User types

5 HMI system management

5.1 HMI life cycle model

5.2 Specify stage

5.3 Design stage

5.4 Implement stage

5.5 Operate stage

5.6 Continuous work processes

6 Human factors engineering and ergonomics

6.1 General principles of HMI design

6.2 User sensory limits

6.3 User cognitive limits

7 Display types and overall HMI structure

7.1 General

7.2 Display types

7.3 Display hierarchy

8 User interaction

8.1 Overview

8.2 Software methods for user interaction

8.3 Hardware interfaces

9 Performance

9.1 General

9.2 HMI duty factors

10 User training

10.1 General

10.2 Operations

10.3 Maintenance

10.4 Engineering

10.5 Administrators

10.6 Management

Bibliography

BS EN IEC 63303:2024

Human machine interfaces for process automation systems

Current

Published:

30 Sep 2024