Gather process and system requirement information
Before creating an HMI project, gather information from a variety of sources to gain a complete understanding of the process to automate:
- Review the project scope (usually created by a process engineer or a chemical engineer).
- Talk to operators and other experts who will use the system to find out what information they need to optimize plant operations.
- Talk to information systems staff to find out what information they need to support design decisions.
- Talk to management staff to find out what information they need to support planning decisions.
After understanding the overall process, analyze key process areas and consider important factors such as alarms and security. Pay attention to details that might affect the overall performance of the system. Specifically:
- Determine the process variables to be accessed and identify their locations in the programmable controllers or devices.
- Determine which parts of the process to secure and identify the most efficient ways to restrict user access.
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