IEC 63303

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Edition 1.0 2024-08

INTERNATIONAL
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NORME
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iTeh Standards
Human machine interfaces for process automation systems

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Interfaces homme-machine pour les systèmes d’automatisation des processus

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 IEC 63303
®
Edition 1.0 2024-08

INTERNATIONAL
STANDARD
NORME
INTERNATIONALE

iTeh Standards
Human machine interfaces for process automation systems

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Interfaces homme-machine pour les systèmes d’automatisation des processus

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INTERNATIONAL
ELECTROTECHNICAL
COMMISSION

COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE

ICS 25.040.40 ISBN 978-2-8322-9493-2

Warning! Make sure that you obtained this publication from an authorized distributor.
Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé.

® Registered trademark of the International Electrotechnical Commission

Marque déposée de la Commission Electrotechnique Internationale
 –2– IEC 63303:2024 © IEC 2024

CONTENTS
FOREWORD ........................................................................................................................... 5
INTRODUCTION ..................................................................................................................... 7
1 Scope .............................................................................................................................. 8
1.1 General applicability ............................................................................................... 8
1.2 Exclusions .............................................................................................................. 8
1.2.1 Management of change (MOC) ........................................................................ 8
1.2.2 Jurisdictions .................................................................................................... 8
1.2.3 Purchase specification ..................................................................................... 8
2 Normative references ...................................................................................................... 8
3 Terms, definitions and abbreviated terms ........................................................................ 9
3.1 Terms and definitions.............................................................................................. 9
3.2 Abbreviated terms ................................................................................................. 14
4 User types ..................................................................................................................... 15
5 HMI system management .............................................................................................. 16
5.1 HMI life cycle model .............................................................................................. 16
5.2 Specify stage ........................................................................................................ 17
5.2.1 General ......................................................................................................... 17
5.2.2
5.2.3
iTeh Standards
HMI philosophy .............................................................................................. 18
HMI style guide .............................................................................................. 19
5.2.4
5.3
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HMI toolkit ..................................................................................................... 20
Design stage ......................................................................................................... 20
5.3.1
5.3.2
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General ......................................................................................................... 20
Console design .............................................................................................. 21
5.3.3 HMI system design ........................................................................................ 22
5.3.4
IEC 63303:2024
User, task, and functional requirements analysis ........................................... 22
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5.3.5 Display design ............................................................................................... 23
5.4 Implement stage ................................................................................................... 23
5.4.1 General ......................................................................................................... 23
5.4.2 Build displays ................................................................................................ 24
5.4.3 Build console ................................................................................................. 24
5.4.4 Test ............................................................................................................... 25
5.4.5 Train .............................................................................................................. 25
5.4.6 Commission ................................................................................................... 25
5.4.7 Verify ............................................................................................................. 26
5.5 Operate stage ....................................................................................................... 26
5.5.1 General ......................................................................................................... 26
5.5.2 In service ....................................................................................................... 26
5.5.3 Maintain ........................................................................................................ 27
5.5.4 Decommission ............................................................................................... 27
5.6 Continuous work processes .................................................................................. 27
5.6.1 General ......................................................................................................... 27
5.6.2 Management of change ................................................................................. 28
5.6.3 Audit .............................................................................................................. 28
5.6.4 Validate ......................................................................................................... 28
6 Human factors engineering and ergonomics .................................................................. 28
6.1 General principles of HMI design .......................................................................... 28
 IEC 63303:2024 © IEC 2024 –3–

6.1.1 General ......................................................................................................... 28

6.1.2 Consistency of design .................................................................................... 29
6.1.3 HMI life cycle design stage involvement ........................................................ 29
6.1.4 General HFE concepts ................................................................................... 29
6.1.5 Situation awareness ...................................................................................... 30
6.2 User sensory limits ............................................................................................... 30
6.2.1 General ......................................................................................................... 30
6.2.2 Visual considerations ..................................................................................... 30
6.2.3 Auditory considerations ................................................................................. 33
6.2.4 Auditory coding .............................................................................................. 33
6.3 User cognitive limits .............................................................................................. 34
7 Display types and overall HMI structure ......................................................................... 34
7.1 General ................................................................................................................. 34
7.2 Display types ........................................................................................................ 34
7.3 Display hierarchy .................................................................................................. 37
7.3.1 General ......................................................................................................... 37
7.3.2 Level 1 displays ............................................................................................. 37
7.3.3 Level 2 displays ............................................................................................. 37
7.3.4 Level 3 displays ............................................................................................. 38
7.3.5 Level 4 displays ............................................................................................. 38
8 iTeh Standards
User interaction ............................................................................................................. 39
8.1 Overview .............................................................................................................. 39
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Software methods for user interaction ................................................................... 39
8.2.1
8.2.2 Document
Data entry methods Preview
General ......................................................................................................... 39
....................................................................................... 39
8.2.3 Navigation methods ....................................................................................... 42
8.2.4 Error avoidance methods IEC 63303:2024
............................................................................... 45
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8.2.5 Off-system messaging ................................................................................... 45
8.2.6 User access security ..................................................................................... 46
8.3 Hardware interfaces .............................................................................................. 46
8.3.1 General ......................................................................................................... 46
8.3.2 Output devices .............................................................................................. 46
8.3.3 Size considerations ....................................................................................... 47
8.3.4 User input devices ......................................................................................... 47
9 Performance .................................................................................................................. 48
9.1 General ................................................................................................................. 48
9.2 HMI duty factors ................................................................................................... 48
9.2.1 General ......................................................................................................... 48
9.2.2 Call up time ................................................................................................... 48
9.2.3 Display refresh rate ....................................................................................... 48
9.2.4 Write time ...................................................................................................... 48
9.2.5 Write refresh time .......................................................................................... 49
10 User training .................................................................................................................. 49
10.1 General ................................................................................................................. 49
10.2 Operations ............................................................................................................ 49
10.3 Maintenance ......................................................................................................... 50
10.4 Engineering .......................................................................................................... 50
10.5 Administrators ....................................................................................................... 50
 –4– IEC 63303:2024 © IEC 2024

10.6 Management ......................................................................................................... 50

Annex A (informative) Selected HMI system terms and their interrelationships ..................... 51
Annex B (informative) Display examples .............................................................................. 52
Bibliography .......................................................................................................................... 69

Figure 1 – Example of HMI life cycle ..................................................................................... 16

Figure 2 – Example navigation diagram ................................................................................ 43
Figure A.1 – Selected HMI system terms and their interrelationships .................................... 51
Figure B.1 – Process example .............................................................................................. 52
Figure B.2 – Level 1 display, example 1 ................................................................................ 53
Figure B.3 – Level 1 display, example 2 ................................................................................ 54
Figure B.4 – Level 1 display, example 3 ................................................................................ 55
Figure B.5 – Level 1 display, example 4 ................................................................................ 56
Figure B.6 – Level 2 display, example 1 ................................................................................ 57
Figure B.7 – Level 2 display, example 2 ................................................................................ 58
Figure B.8 – Level 2 display, example 3 ................................................................................ 59
Figure B.9 – Level 3 display, example ................................................................................... 60
Figure B.10 – Level 4 display, example ................................................................................. 61
iTeh Standards
Figure B.11 – Topology example ........................................................................................... 62

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Figure B.12 – Graph example ............................................................................................... 63
Figure B.13 – Group example ............................................................................................... 64

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Figure B.14 – Logic example................................................................................................. 65
Figure B.15 – Procedure example ......................................................................................... 66
Figure B.16 – Health diagnostic ............................................................................................
IEC 63303:2024 67
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Figure B.17 – Alarm summary example ................................................................................. 68

Table 1 – Example user access credentials .......................................................................... 16

Table 2 – Example specify stage activities ............................................................................ 18
Table 3 – Example design stage activities ............................................................................. 21
Table 4 – Example implement stage activities ....................................................................... 24
Table 5 – Example operate stage activities ........................................................................... 26
Table 6 – Example continuous work processes stage activities ............................................. 27
Table 7 – Example display types ........................................................................................... 35
Table 8 – Example of numeric decimal formatting ................................................................. 40
Table 9 – Example navigation performance ........................................................................... 44
 IEC 63303:2024 © IEC 2024 –5–

INTERNATIONAL ELECTROTECHNICAL COMMISSION

____________

HUMAN MACHINE INTERFACES FOR PROCESS AUTOMATION SYSTEMS

FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
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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:

Draft Report on voting

65A/1115/FDIS 65A/1128/RVD

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.
 –6– IEC 63303:2024 © IEC 2024

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
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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.

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 IEC 63303:2024 © IEC 2024 –7–

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.

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

The outcome of the assessment shouldIEC 63303:2024

determine if any mitigations are required to ensure the
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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.
 –8– IEC 63303:2024 © IEC 2024

HUMAN MACHINE INTERFACES FOR PROCESS AUTOMATION SYSTEMS

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 iTeh Standards

1.2.1
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Management of change (MOC)

Some requirements and recommendations to be included in a MOC procedure are included in

this document. However, a Document Preview
specific MOC procedure has not been included in this document.

1.2.2 Jurisdictions
IEC 63303:2024
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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

The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies.
For undated references, the latest edition of the referenced document (including any
amendments) applies.

IEC 62381, Automation systems in the process industry – Factory acceptance test (FAT), site
acceptance test (SAT), and site integration test (SIT)

IEC 62443 (all parts), Security for industrial automation and control systems
 IEC 63303:2024 © IEC 2024 –9–

3 Terms, definitions and abbreviated terms

For the purposes of this document, the following terms and definitions apply.

ISO and IEC maintain terminology databases for use in standardization at the following
addresses:

• IEC Electropedia: available at https://www.electropedia.org/

• ISO Online browsing platform: available at https://www.iso.org/obp

3.1 Terms and definitions

3.1.1
abnormal situation
disturbance in an industrial process during which the control system cannot keep the process
within normal operating parameters

3.1.2
alarm
audible and/or visible means of indicating to the operator an equipment malfunction, process
deviation, or abnormal condition requiring a timely response

[SOURCE: IEC 62682:2022, 3.1.7]

3.1.3 iTeh Standards

aspect ratio
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ratio between the total horizontal and total vertical dimensions on a screen

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Note 1 to entry: Displays designed for one aspect ratio screen (e.g. 4:3) can appear distorted when shown on a
screen with a different aspect ratio (e.g. 16:9).

3.1.4
asset owner
IEC 63303:2024
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role of an organization responsible for one or more industrial automation and control systems
(IACSs)

Note 1 to entry: The term "asset owner" is used in place of the generic term "end user" to provide differentiation.

Note 2 to entry: This definition includes the components that are part of the IACS.

Note 3 to entry: In the context of this document, asset owner also includes the operator of the IACS.

[SOURCE: IEC 62443-3-3:2013, 3.1.2, modified to be role-based.]

3.1.5
auditory coding
use of auditory signals to convey information to operators

3.1.6
auditory signal
particular, unique, recognizable sound used to convey a particular, unique meaning

3.1.7
call up time
lapsed time for all display elements to be refreshed after a display change has been requested

3.1.8
chromatic distortion
colour fringing or smearing caused by unequal focusing of different colours
 – 10 – IEC 63303:2024 © IEC 2024

3.1.9
commissioning
procedures prior, or related, to handing over a system for placing into service

Note 1 to entry: These procedures often include acceptance testing (FAT, SAT, and SIT); handing over of drawings
and documentation; delivering instructions for operation, maintenance, and repair; and providing training to personnel.

3.1.10
console
hardware, software, and furniture or enclosure at which users monitor and/or control the
process, which can include multiple stations, communication devices, and other devices

EXAMPLE Cameras, barcode devices and pushbutton stations.

Note 1 to entry: See Figure A.1.

3.1.11
control platform
system comprising a programmable automation controller, programmable logic controller, or a
distributed control system controller

3.1.12
control room
core functional entity, and its associated physical structure, where control room operators are
stationed to carry out centralized control, monitoring and administrative responsibilities

iTeh Standards
[SOURCE: ISO 11064-1:2000, 3.2, modified – "control room" was added to the definition.]

3.1.13
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control system
Document
system that responds to input Preview
signals from the equipment under control and/or from an operator
and generates output signals that cause the equipment under control to operate in the desired
manner
IEC 63303:2024
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[SOURCE: IEC 62682:2022, 3.1.44, modified – Note 1 to entry and Note 2 to entry were
removed.]

3.1.14
controller
hardware which executes functions for monitoring and control of one or more process variables

Note 1 to entry: In some industries, the primary user of the HMI is called the controller.

3.1.15
dashboard
type of display showing summary of various pieces of important information typically used to
give an overview of a process or part of a process

3.1.16
display
visual representation of the process and related information used for monitoring and control

Note 1 to entry: See Figure A.1.

3.1.17
display type
display format
graphic layout
description of the generic layout of a display and its presentation of information without referring
to any particular content
 IEC 63303:2024 © IEC 2024 – 11 –

3.1.18
drill-down
method of navigation in which successive displays show increasing detail for smaller subsets
of the system scope

3.1.19
embedded logic
software that is part of the HMI system and performs some of the requirements of that HMI
system

3.1.20
faceplate
display, part of a display, or popup used for monitoring and/or direct operation of a single control
loop, device, sequence, or other entity

Note 1 to entry: A faceplate contains one or more graphic symbols.

Note 2 to entry: A faceplate is used for group display, popup or other displays.

3.1.21
graphic element
component part of a graphic symbol

Note 1 to entry: Graphic elements consist of objects such as a line and/or circle as shown in Figure A.1.

3.1.22
graphic symbol
iTeh Standards
graphic object
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visual representation of a process component, instrument, condition, information, or operation
interaction in a display
Document Preview
Note 1 to entry: Composed of a combination of single graphic elements. See Figure A.1.

3.1.23 IEC 63303:2024

HMI application
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computer program that is specific to the requirements of the HMI specification

3.1.24
HMI platform
particular family of HMI systems, consoles, or stations capable of using a common HMI toolkit

3.1.25
human factors engineering
scientific discipline concerned with the understanding of interactions between human and other
elements of a system that applies theory, principles, data, and methods to design in order to
optimize human well-being and overall system performance

3.1.26
human machine interface
HMI
HMI system
collection of hardware and software used by the operator and others to monitor and interact
with the control system and with the process via the control system

[SOURCE: IEC 62682:2022, 3.1.56]

 – 12 – IEC 63303:2024 © IEC 2024

3.1.27
HMI security model
information used to develop a detailed program for managing the security of an HMI system

Note 1 to entry: HMI security model is needed to identify the security needs and important characteristics of the
environment at a level of detail necessary to address security issues with a common understanding of the framework
and vocabulary.

3.1.28
industrial automation and control system
IACS
collection of personnel, hardware, software, procedures and policies involved in the operation
of the industrial process and that can affect or influence its safe, secure and reliable operation

3.1.29
keyboard
input device that allows the user to type characters, values, or commands to affect the control
system

Note 1 to entry: See Figure A.1.

3.1.30
mobile device
portable device having a display screen with touch, pen and/or keyboard input that utilizes
communication networks

3.1.31
iTeh Standards
monitor
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<noun> electronic device for the display of visual information in the form of text and/or graphics

Note 1 to entry: Document Preview

See Figure A.1.

3.1.32
monitor IEC 63303:2024
<verb> maintain awareness of the state of a process by observing variables or the change of
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variables against limits or other variables, to keep track of operations and enable timely and
appropriate response to abnormal situations

3.1.33
navigation
function which supports users in locating desired information in an HMI-based information
system, and also in guiding the selection of displays, or the act of selecting a display

3.1.34
operator
person who monitors and makes changes to the process

Note 1 to entry: The operator is the user that most frequently interacts with the HMI.

3.1.35
pointing device
input device which translates physical movements to movements of a pointer, cursor, or other
indicator across the screen

EXAMPLE Mouse, trackball, and touchscreen.

Note 1 to entry: See Figure A.1.