The Control Room

Archive

Every guide, in one list

40 guides across five sections. Nothing here is sponsored, and no software vendor has paid for a mention.

Home/All guides
01
Why alarm floods happen, and why they happen at the worst moment

An alarm system that is merely busy in steady state becomes unusable during an upset, which is precisely the condition it was installed to help with.

Alarm management · 11 min
02
Rationalisation: deciding which alarms deserve to exist

Rationalisation is a slow, structured argument about every alarm in the database. It is tedious, it is the only method that works, and most attempts fail for predictable reasons.

Remote workforce management can help coordinate support teams working across sites and time zones. A related reference is available at https://www.monitask.com/remote-workforce-management-software/.

The broader control-system security framework is outlined in the ISA/IEC 62443 series.

Related lifecycle and security responsibilities are also covered by ISA/IEC 62443.

Alarm management · 12 min
03
Priority allocation, and why most systems have too many high alarms

If a third of the alarms are high priority, there is no priority scheme. There is a list with decoration.

Alarm management · 10 min
04
The alarm metrics worth reporting monthly

Six numbers describe the health of an alarm system. Most sites report none of them and discuss alarm performance anecdotally.

Alarm management · 10 min
05
Standing alarms, and the list that is permanently red

An alarm that has been active for three weeks is not telling the operator anything. It is occupying the space where a new alarm would have been noticed.

Alarm management · 11 min
06
Shelving, suppression and the difference that matters

Turning an alarm off is sometimes correct engineering and sometimes the removal of a safeguard. The distinction is procedural, not technical.

Alarm management · 11 min
07
Presenting alarms so the operator can act on them

A rationalised alarm database displayed badly is still an unusable alarm system.

Alarm management · 10 min
08
Auditing an alarm system you have inherited

A structured audit turns an impression that the alarm system is bad into a costed list of specific work.

Alarm management · 11 min
09
Designing an operator display that answers a question

Most process graphics accurately depict the plant and answer none of the questions an operator actually has.

Operator displays · 11 min
10
The display hierarchy, and why level one is usually missing

Most control systems have detail displays and unit displays. The overview that tells an operator whether the whole plant is normal frequently does not exist.

Operator displays · 10 min
11
Colour, contrast and the control room environment

Colour decisions made on a desktop monitor in an office are evaluated on a different screen, in different light, by people who have been awake for eleven hours.

Operator displays · 10 min
12
Trends: the difference between a value and a direction

A number tells the operator where a variable is. Only a trend tells them whether to act now.

Operator displays · 10 min
13
Navigation: getting to the right screen in one action

An operator diagnosing an upset should not be searching a menu. Most navigation schemes are designed by people who already know where everything is.

Operator displays · 9 min
14
Displays for startup, shutdown and abnormal events

Graphics are designed for the ninety percent of time the plant runs normally, and used most intensively during the other ten.

Operator displays · 9 min
15
Writing a display style guide people will follow

Without a style guide, every display reflects the preferences of whoever built it, and the operator does the translation.

Operator displays · 9 min
16
Modernising displays without a control system replacement

Display improvement is usually deferred until the next system migration, which may be a decade away.

Operator displays · 9 min
17
Deciding what to record, and what recording everything costs

Storage is cheap enough that the default answer is to historise every tag. The cost has moved from disk to the ability to find anything.

Historian and data · 10 min
18
Compression: what the historian threw away and when it matters

Historian compression is enabled by default with settings nobody chose, and it discards exactly the detail an investigation needs.

Historian and data · 10 min
19
Retention, archiving and the data that has to still be there

Retention policy is usually whatever the system was configured with, discovered during the first request for data from four years ago.

Historian and data · 9 min
20
Timestamps: when two systems disagree about what happened first

Sequence-of-events analysis depends entirely on clocks agreeing. On most sites they do not, and nobody knows by how much.

Historian and data · 9 min
21
Bad values, and the reports that quietly include them

A failed transmitter reading downscale produces a number. Nothing about that number announces that it is meaningless.

Historian and data · 9 min
22
Giving process data context: batches, states and equipment

A tag with a value and a timestamp answers almost no useful question on its own.

Historian and data · 9 min
23
Producing a number somebody will trust

Two departments produce two different figures for the same month from the same historian, and the meeting is about the discrepancy rather than the plant.

Historian and data · 9 min
24
Moving a historian without losing the history

The data is the asset. The software is replaceable, and the migration is where decades of it are quietly lost.

Historian and data · 9 min
25
Loop checking that is actually a check

A loop check performed by two people in a hurry, signing a sheet, is a document rather than a test.

Commissioning and change · 10 min
26
Factory acceptance testing that finds problems

A FAT run as a demonstration finds nothing. A FAT run as an attempt to break the system finds what site commissioning would otherwise find at ten times the cost.

Commissioning and change · 10 min
27
Handover that leaves operations able to run the plant

The project is finished when the plant runs. The operations team's problems start there.

Commissioning and change · 10 min
28
Control narratives written for the person who inherits them

The document that explains why the control system does what it does is written once, by someone who is leaving, for an audience they never meet.

Commissioning and change · 9 min
29
A change process people will use at two in the morning

A management of change procedure that takes three days is a procedure that gets bypassed during the situations it exists for.

Commissioning and change · 10 min
30
Documentation that still matches the plant

Every site knows its drawings are out of date. Very few know by how much, or which ones.

Commissioning and change · 9 min
31
Punch lists, and the items that are still open three years later

Every commissioning generates outstanding items. What distinguishes projects is whether they close.

Commissioning and change · 9 min
32
Proving that alarms and interlocks actually work

An interlock that has never been tested is a design intention. Testing is what makes it a protective function.

Commissioning and change · 10 min
33
Obsolescence: planning for the system you cannot buy any more

A control system becomes unsupportable years before it stops working, and the warning signs are all commercial rather than technical.

Running the system · 10 min
34
Spares for a system that is no longer manufactured

The spare you need is the one that has been sitting untested in a cupboard since 2011.

Running the system · 9 min
35
Backups you have actually restored

Most sites have control system backups. Considerably fewer have ever performed a restore, and the difference only becomes apparent once.

Running the system · 10 min
36
Separating the control network from everything else

Most control networks were flat when they were built and have been connected to progressively more things since, one reasonable request at a time.

Running the system · 10 min
37
Remote access that does not become a permanent open door

Almost every remote access arrangement was set up quickly during an outage and never revisited.

Running the system · 10 min
38
Patching a system that cannot be taken down

The advice to patch promptly assumes a system that can be restarted. Control systems frequently cannot, and the resulting position needs managing rather than ignoring.

Running the system · 10 min
39
Training operators for the situations that are rare

Operators become expert at normal running through daily practice. The abnormal situations are the ones they encounter least and need most.

Running the system · 10 min
40
Shift handover in a control room

The five minutes at the start of a shift determine what the next twelve hours are working from.

Running the system · 9 min