user interface design for dependable systems in industrial automation

46
C O R P O R A T E T E C H N O L O G Y nformation & ommunications User Interface Design User Interface Design for Dependable Systems in Industrial Automation 46 th IFIP WG 10.4 Meeting Carsten Wittenberg SIEMENS AG – Corporate Technology D - 81730 Munich/Germany Tel.: +49 89 636 57470 Fax: +49 89 636 49428 E-Mail: [email protected]

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Page 1: User Interface Design for Dependable Systems in Industrial Automation

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Information & Communications

UserInterfaceDesign

User Interface Design for Dependable Systems inIndustrial Automation

46th IFIP WG 10.4 MeetingCarsten WittenbergSIEMENS AG – Corporate TechnologyD - 81730 Munich/GermanyTel.: +49 89 636 57470Fax: +49 89 636 49428E-Mail: [email protected]

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2 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

Content

• SIEMENS Corporate Technology – User Interface Design

• Introduction & History of UI in Industrial Automation

• The Human Operator• Human Information Processing, Mental Models, etc.

• Usability & User-centered Design• From use context to evaluated systems

• User Interface Examples• Engineering portal

• Supervisory Control

• Mobile Devices for Service and Maintenance

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SIEMENS Corporate TechnologyUser Interface Design

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4 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

User Interface Design in various Siemensapplication domains

Users „experience“ a product above all through its user interface.Optimized user interaction plays an important role in the competitive markets.

For the user, the user interface

is the product !

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5 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

CT IC 7 – User Interface Design Process

User Profiles & NeedsWorkflows & Use Context

UI-Trends in the MarketIdeas for UI Solutions

Information & FunctionalArchtitecturesUI Concepts and Solutions: Interaction & Visual DesignSpecifications &Styleguides

Usability & AcceptenceTests with Users

Inspections based on Standards and Heuristics

Data Mining of UsageBehavior and Analysis

Demos & PrototypesTechnology IntegrationProduct SolutionsTechnical Consulting

RequirementsAnalysis

Design &Specification

Prototypes&Implementation

UsabilityEvaluation

User-centered and iterative approach integrated into marketing & development

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UserInterfaceDesign

Introduction and History

From electromechanical instruments

to mobile Computer Devices

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7 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

INTRODUCTION

The Window to the Process (Charwat, 1998)

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8 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Once upon a time …

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9 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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… nowadays …

© SIEMENS AG

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10 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

… and tomorrow

© SIEMENS AG

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The Human operator

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12 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

Human Information Processing

• Rasmussen’s model of human decision:

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13 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

Human Information Processing

• Rasmussen’s model of human decision:Support of the human operator bythe User Interface

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14 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Rule-based behavior

• rules about the interaction with the technical system

• rules are corresponding with well-known situations

• fails in rare fault situations - knowledge-based behavior is necessary

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15 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Mental Models

• Based on the system knowledge the operator forms a mental model of the system.

• A mental model contains the conceptions, which the operator formed regarding the functionality of the technical system.

• The quality of the interventions in the technical system by the operator depends on the correctness and quality of this mental model

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16 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

Mental Models

• Characteristics of Mental Models (Dutke, 1994):• Mental models have basically functional structure.

• Mental models have strong pictorial-descriptive character

• and can be promoted by pictorial means. (Dutke, 1994)

• Influences on mental models (Bainbridge, 1992):• Knowledge about task und goal, tools, system, training and experience

• Problem solving and action planning (Dutke, 1994):• Simulation with different initial values (possible actions)

and state information

• Optimization by changing the initial values

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17 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Mental Models

• Necessary compatibility (Charwat, 1992):1. between the real technical system und the presentation (UI)

2. between the presentation and the mental model

3. between the presentation and the interaction

4. between different interaction devices

5. between different presentation types of the technical system

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Usability and User-centered Design

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19 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

“Extend to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use.”

UsersTasksEquipmentPhysical and social environment

Suitability for the taskSelf-descriptivenessControllabilityConformity with user expectationsError toleranceSuitability for individualizationSuitability for learning

Dialogue Principles

(ISO 9241-10)

Context of Use

(ISO 9241-11)

(ISO 9241-11)

Definition of Usability

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20 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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ISO 13407Need for

user-centered design

Use-context

User- andorganizationalRequirements

UI Design

UI Evaluation System meetsall requirements

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21 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Use-context

• user characteristics• skills

• experiences

• mental modells

• etc.

• tasks• goal

• frequency and duration

• etc.

• organizational & physical environment

• software

• hardware

• etc.

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22 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

User- and Organizational Requirements

• satisfy laws & regulations

• support of workflows

• task performance

• interfaces between user roles etc.

• feasibility of service & maintenance

• etc.

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23 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

User Interface Design

• use of knowledge from previous steps

• concretize design solutionsfrom paper to functional prototypes

• check design solutions with end users

• etc.

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24 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

User Interface Evaluation

• e.g. Usability tests

• typical end users

• typical task scenarios

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User Interface examples

Research work

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26 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Example: Engineering portal

• During, A., T. Komischke, C. Wittenberg, U. Berger (2004): A vision for an information management tool for plant engineering– functionality and user interface. In: Horváth, Xirouchakis(Eds.): Proceedings of the TMCE 2004, April 12-16, 2004, Lausanne, Switzerland, Rotterdam: Millpress.

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27 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

Information & Communications

UserInterfaceDesign

preliminaryphase

Engi-nee-ring

Fabri-cation

AssemblyCommissio-

ning

Upgra-ding

Mainte-nance

Repair

Production

Con-struc-tion

Ope-rating

Recycling

lifecycle of a plantFabric., Assem., Comm.

Detail planning

Basic planning

Chapters

IT planning

Building planning

Control technology

Electrical planning

Plant layout

Production design

Trades

Spacial layout

Instrumentation

Structure/operating mode

Tasks

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28 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

taskstasks

engineer

engineeringtools

user interface1..z

data interface1..y

information interface1..x

cognitive abilities

physiological ab.

Funktionalität Daten

engineer

engineering tools

distribution

requirements

Model of the environment of an engineer

functionality data

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29 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Daten-bank

team 4..nProjekteur 1 Projekteur 2..m

Server

Editor1

Editor2..z

ProjektPortal

Editor1

Editor2..z

ProjektPortal

Daten-bank

team 3Projekteur 1 Projekteur 2..m

Server

Editor1

Editor2..z

ProjektPortal

Editor1

Editor2..z

ProjektPortal

Daten-bank

team 2Projekteur 1 Projekteur 2..m

Server

Editor1

Editor2..z

ProjektPortal

Editor1

Editor2..z

ProjektPortal

network

team 1engineer 1 engineer 2..m

server

editor1

editor2..x

eng.portal

editor1

editor2..y

eng.portal

database

Daten-bank

team 4..nProjekteur 1 Projekteur 2..m

Server

Editor1

Editor2..z

ProjektPortal

Editor1

Editor2..z

ProjektPortal

Daten-bank

team 3Projekteur 1 Projekteur 2..m

Server

Editor1

Editor2..z

ProjektPortal

Editor1

Editor2..z

ProjektPortal

Daten-bank

team 2Projekteur 1 Projekteur 2..m

Server

Editor1

Editor2..z

ProjektPortal

Editor1

Editor2..z

ProjektPortal

network

team 1engineer 1 engineer 2..m

server

editor1

editor2..x

eng.portal

editor1

editor2..y

eng.portal

database

Assumed Working Structure

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31 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Example: Process Visualization for superivsory control

• Epstein, A., A. Beu (2000): Design of a graphical User Interface for Process Control based on the example of a paper receyclingplant. International journal of Human-Computer Interaction Vol. 12 No 3&4, pp. 387-400.

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Design: Visualization of plant elements

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33 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Operators‘ description:• „The sorter sifts out coarse fabrics.“• „The sieves are baskets, like cans. “• „working with holes or with slits“

Design: Visualization of plant elements

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Bleaching Plant (before)

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UserInterfaceDesign

Example: Process Visualization for superivsory control

• Wittenberg, C (2004): A Pictorial Human-Computer Interface forSupervisory Control. Control Engineering Practice, Special issue: PC-B02-Process Control IFAC 2002 - Edited by P. Daoutidis and C. Scali, Amsterdam: Elsevier Science, Vol. 12 (2004) No 7, pp 865-878. http://authors.elsevier.com/sd/article/S0967066103002466.

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VIRTUAL PROCESS ELEMENTSPump

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38 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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STATE AND GOAL VISUALIZATIONFill-up Level

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39 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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SAMPLE APPLICATION Distillation Column

Flowchart:

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40 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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Pictorial 3D-Visualization

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41 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Pictorial 3D-Visualization

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42 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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UserInterfaceDesign

Example: Service & Maintenance

• Wittenberg, C. & B. Otto: A Human-Computer-Interface Conceptfor Mobile Devices to support Service & Maintenance Staff in Industrial Domains. In: C. Stephanidis, J. Jacko (Eds.): Human-Computer Interaction: Theory and Practice (Part II). Mahwah, New Jersey: Lawrence Erlbaum, ISBN 0-8058-4931-9, pp. 328-332.

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Actual Workflow of a Service Technician

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44 © Siemens AG, CT IC 7, Carsten Wittenberg, 4. Juli 2004

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Beispiel Workflow - Ist-ZustandOptimization Potentials

Requirements for Mobile Application

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UI concept for mobile devices

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Thank you for your attention!

Carsten WittenbergSIEMENS AG – Corporate TechnologyD - 81730 Munich/GermanyTel.: +49 89 636 57470Fax: +49 89 636 49428E-Mail: [email protected]