Human-machine interface (HMI) can offer a digital version of almost any button, knob or light, but analog still has its place on machines, whether it’s for its ruggedness, for no-look interaction or for situations in which touchscreen operation isn’t an option.

We posed several questions regarding these time-tested components to a panel of industry veterans to see what light their experience and expertise might shed on the subject.

What are some of the best ways to indicate alarms and confirm that appropriate operator action has occurred?

Alicia Bowers, GE Digital: In earlier generation HMI/SCADA systems, users took advantage of object libraries and extensive color palettes. Those are still important today, but we also know that well-designed visualization is critical for indicating alarms. Modern HMIs deliver a new user experience. They facilitate the operator’s situational awareness, reduce the reaction time and, more importantly, decrease the risk of making errors.

Starting with the human factor, how well and how fast do the operators perceive the environment? What is the thought process, from the visual or acoustic detection of an event to the decision?

With high performance HMI/SCADA, visualization is all about improved situational awareness. Situational awareness is the ability to identify, process and comprehend the critical elements of information about what is happening. More simply, it’s knowing what is going on around you.

Well-designed, standardized HMIs and alarm-management systems are key to delivering the user experience required to make the right decisions and positively impact performance. We can deliver seamless, context-driven, intelligent information, based on each user’s role.

Our Industrial-Internet-of-Things (IIoT) world helps us to send alarms in context. This means, once an alarm fires, an operator should be able to understand contextually not just where the issue is occurring, but more directly where and when there is an issue occurring in the processes they manage.

Operators need to be able to understand the corrective action required to resolve an alarm. As such, seeing that alarm in context is important. In the past, operations teams relied on years of experience for that context—the so-called “machine whisperer” who understood that if “x alarm” occurred under “y circumstances,” then it meant a conveyor, for example, was moving too fast, and they knew exactly how to tweak a dial. With our changing workforce, those days are gone, and digitization must be the foundation for providing the context to newer, inexperienced workers.

HMI/SCADA today takes operators beyond alarm acknowledgement to driving the right corrective action. With a guided and consistent event response, OEMs can reduce troubleshooting time and midnight emergency phone calls.

Tracking and reporting on work processes with work-flow technology embedded in the HMI/SCADA allows companies to identify and eliminate nuisance events, compare operator performance and evaluate opportunities for improvement. Additionally, a digital log entry reduces labor and increases the information collected on events—no more lost sheets of paper.

Alicia Bowers is product marketing manager, automation software, at GE Digital.

Zach Tinkler, Schneider Electric: This can be tricky, as it depends on the application and setup of the facility. In many cases, a simple pilot light can accomplish notifying an operator to initiate an action whereas in other cases a more aggressive and robust notification may be needed. For example, machines that are not occupied as often might require a strobe device to alert personnel; or, in a loud industrial environment, a very strong horn or siren might be best to gain attention. This means, as a plant manager or design consultant, the environment of the facility must be taken into account in determining the best type of device to indicate alarms.

Zach Tinkler is U.S. product manager, control and signaling at Schneider Electric.

Matt Newton, Opto 22: A growing trend in alarm management is email and text messaging. For example, some systems currently allow alarms to be acknowledged and responded to via text message, without the operator’s needing to be in front of an HMI screen. It’s part of an overall trend in moving toward real-time overall-equipment-effectiveness (OEE) monitoring through mobile devices.

Matt Newton is director of technical marketing at Opto 22.

Thomas Putz, Auer Signal: Signaling and stack lights are offered in six standard colors that offer universal meanings and alerts. By mounting stack lights in strategic exposed positions on machinery, operators can clearly see alerts to several stages and events of the machinery. The 360° visibility and high-performance LED signaling in steady, strobe and flashing options can be seen at a distance, alerting operators about needed actions.

Thomas Putz is sales manager at Auer Signal.

Lee Clore, Onyx Industries: Alarm indication can be challenging to implement. There is rarely a single solution approach. In general, the alarm state must be published to the real world in a way that it may be realized quickly, even if the operator is away from the control panel and HMI. Again, stack lights and audible annunciators act as a first line of defense to quickly get an operator’s attention. Operators will rely on these devices to back up what their intuition is telling them about the machine and take action as necessary. The next stage of alarm-state management is posting data at the HMI, where all the specifics of the condition can be seen. In critical processes, the PLC/HMI may navigate the operator through the alarm response and recovery. HMIs with dedicated alarm management will often include an acknowledgment function for positive feedback that the operator saw the alarm state condition.

Many modern HMIs have dedicated event-logging capability with the capacity to email reports on command or schedules that include alarm logs with machine variables at the time of the alarm. The logs can include operator acknowledgement status of the alarm. The value of logged data is long-term analysis of machine performance by technicians and engineers. The alarm event data, over time, may be used to reveal areas for improvement in the equipment, tooling issues or maintenance intervals.

Lee Clore is owner/controls designer at Onyx Industries.

John Kowal, B&R Industrial Automation: As far as alarms, we believe in doing away with blinking lights and fault codes that you look up. We have the inexpensive processing power and memory to display in plain language, tie it into graphical work instructions, self-test and confirm the required task was performed before the machine will restart.

We have technology for implementing alarm management, too, and developing the HMI graphics for the alarm, moving to HTML5 next.

John Kowal, director, business development, B&R Industrial Automation.

Don King, Rockwell Automation: Sight and sound are the two primary methods for annunciation of machine status and alarm conditions. Sound has the advantage of reaching the listener from all angles, whereas illuminated indicators need to be in the machine operator’s field of view. In addition to simply sounding a tone, sounding devices can now also play a recorded message, providing specific information relative to machine status and alarms. The disadvantage of annunciating with sound is that some facilities have high levels of ambient noise present, whereas illuminated devices can be seen regardless of the presence of ambient noise. The advances in LED technology mean that illuminated indicators are brighter than ever, making them more visibly noticeable, even from a distance. LED technology also has the advantage over traditional incandescent lamps of being highly resistant to machine vibration. To assist with getting the machine operator’s attention, flashing illuminated devices, such as beacons, can be employed. Finally, the addition of color to an illuminated indicator can assist with annunciating the type of machine status, for example, run, stop; or alarm, for example, overload.

Don King is product manager at Rockwell Automation.

Michael Day, Siemens: Alarm indication and response is best guaranteed through operator-training programs and ensuring machine vendors and system integrators adhere to a uniformed standard. An example of a standard that is commonly used is NFPA 79, which has details on push buttons and indicator lights, colors and usage.

Ways to indicate alarms with push buttons and stack lights are pretty simple. This is where you would use illuminated push buttons and pilot lights for indication of alarms. An active alarm condition can be indicated by a flashing red or amber light to draw attention, or it can be steady state. Once the alarm condition is corrected, the red or amber light turns off. Green indication is typically used to identify normal operation, while blue, clear or white is used for confirmation commands or indicating action is needed. The use of multi-color LED indicators are ideal for these applications.

Push buttons and stack lights are great for binary alarm indication, but sometimes more information is needed; this is where an HMI comes in handy. A best practice for alarms with HMI screens is to place the alarm banner across the top of the screen and have it available on all screens along with a button that can provide more detail.

Michael Day is industrial control products market development manager at Siemens.

Sopan Khurana, Patlite: There are many different ways stack lights can be used to indicate alarm statuses and confirm that the operator took the appropriate action. The simplest is when an alarm condition occurs, a light turns on, and, when the issue is resolved, the light turns off. In more complicated situations when it takes longer to resolve an alarm condition, the stack light can continuously flash red when the alarm condition occurs and becomes solid red when an operator triggers an action to acknowledge the error. Furthermore, an additional color, such as blue, can trigger while the issue is being addressed; and, when the issue is resolved, all lights are turned off and the green light is triggered.

Sopan Khurana is applications engineer at Patlite.

Robb Weidemann, Banner Engineering: A combination of visual and audible feedback is a great way to indicate alarms. The best alarms are clearly differentiated from non-alarm conditions, understood by all nearby, and fit seamlessly into normal work processes. Centralizing alarm information adds visibility and allows for monitoring and analysis. Ideally the alarm will be cleared automatically when the operator responds to the alarm correctly.

Robb Weidemann is senior business development manager at Banner Engineering.

Will Healy III, Balluff: The best way to indicate alarms that I have seen is to use configurable LED stack lights to communicate across multiple cells where a failure has occurred. One of our customers has a linear production line. If there is a failure in OP40, that cell flashes red, and the work cells adjacent also switch to indicate that there is a failure in an adjacent cell. The operations beyond the adjacent cells indicate that there is a failure nearby. By doing this, the maintenance and supervisors are able to quickly identify there is an issue on the line and move in the direction of the downtime often before they can receive a call or text.

Another nice feature of configurable LED stack lights is in a traditional stack-light operation: If a flashing single segment is not acknowledged within a certain time period, such as 45 seconds, the entire stack light begins to flash red. If it is not acknowledged after an additional time period, say 2 minutes, the buzzer is activated.

Will Healy III is marketing management director at Balluff.

Michael O’Neill, Werma-USA: If the targeted responder is nearby the traditional signals of sight and sound still work well. Oftentimes people are responsible for multiple machines; this requires coverage of different areas of the shop floor. This is the reason signal devices now wirelessly find their targets with messages. Discipline of the responder to clock in on the response is still needed, but, with wireless machine data collection (MDC) through the stack light, the performance history is kept within the machine’s database.

Michael O’Neill is president at Werma-USA.

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