SIST EN 894-1:2000+A1:2008
(Main)Safety of machinery - Ergonomics requirements for the design of displays and control actuators - Part 1: General principles for human interactions with displays and control actuators
Safety of machinery - Ergonomics requirements for the design of displays and control actuators - Part 1: General principles for human interactions with displays and control actuators
This European Standard applies to the design of displays and control actuators on machinery. It specifies general principles for human interaction with displays and control actuators, to minimise operator errors and to ensure an efficient interaction between the operator and the equipment. It is particularly important to observe these principles when an operator error may lead to injury or damage to health.
Sicherheit von Maschinen - Ergonomische Anforderungen an die Gestaltung von Anzeigen und Stellteilen - Teil 1: Allgemeine Leitsätze für Benutzer-Interaktion mit Anzeigen und Stellteilen
Diese Europäische Norm gilt für die Gestaltung von Anzeigen und Stellteilen an Maschinen. Sie legt die allgemeinen Grundsätze für die Benutzer-Interaktion mit Anzeigen und Stellteilen fest, um Fehler des Benutzers auf ein Minimum zu reduzieren und eine effektive Interaktion zwischen Mensch und Maschine sicherzustellen. Die Beachtung der Grundsätze ist besonders dann wichtig, wenn ein Fehler des Benutzers zu Verletzungen oder gesundheitlichen Schäden führen kann.
Sécurité des machines - Spécifications ergonomiques pour la conception des dispositifs de signalisation et des organes de service - Partie 1: Principes généraux des interactions entre l'homme et les dispositifs de signalisation et organes de service
La présente norme européenne s'applique à la conception des dispositifs de signalisation et des organes de service
des machines. Elle spécifie les principes généraux des interactions entre l'homme et ces dispositifs pour réduire au
minimum les risques d'erreur humaine et assurer une interaction efficace entre l'opérateur et l'équipement. Le respect
de ces principes est particulièrement important lorsqu'une erreur de l'opérateur peut induire des risques en matière
de santé ou de sécurité.
Varnost strojev - Ergonomske zahteve za načrtovanje prikazovalnikov in krmilnih stikal - 1. del: Splošna načela za interakcije človeka s prikazovalniki in krmilnimi stikali
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN 894-1:2000+A1:2008
01-december-2008
9DUQRVWVWURMHY(UJRQRPVNH]DKWHYH]DQDþUWRYDQMHSULND]RYDOQLNRYLQNUPLOQLK
VWLNDOGHO 6SORãQDQDþHOD]DLQWHUDNFLMHþORYHNDVSULND]RYDOQLNLLQNUPLOQLPL
VWLNDOL
Safety of machinery - Ergonomics requirements for the design of displays and control
actuators - Part 1: General principles for human interactions with displays and control
actuators
Sicherheit von Maschinen - Ergonomische Anforderungen an die Gestaltung von
Anzeigen und Stellteilen - Teil 1: Allgemeine Leitsätze für Benutzer-Interaktion mit
Anzeigen und Stellteilen
Sécurité des machines - Spécifications ergonomiques pour la conception des dispositifs
de signalisation et des organes de service - Partie 1: Principes généraux des interactions
entre l'homme et les dispositifs de signalisation et organes de service
Ta slovenski standard je istoveten z: EN 894-1:1997+A1:2008
ICS:
13.110 Varnost strojev Safety of machinery
13.180 Ergonomija Ergonomics
SIST EN 894-1:2000+A1:2008 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
---------------------- Page: 1 ----------------------
SIST EN 894-1:2000+A1:2008
---------------------- Page: 2 ----------------------
SIST EN 894-1:2000+A1:2008
EUROPEAN STANDARD
EN 894-1:1997+A1
NORME EUROPÉENNE
EUROPÄISCHE NORM
October 2008
ICS 13.110; 13.180 Supersedes EN 894-1:1997
English Version
Safety of machinery - Ergonomics requirements for the design of
displays and control actuators - Part 1: General principles for
human interactions with displays and control actuators
Sécurité des machines - Spécifications ergonomiques pour Sicherheit von Maschinen - Ergonomische Anforderungen
la conception des dispositifs de signalisation et des an die Gestaltung von Anzeigen und Stellteilen - Teil 1:
organes de service - Partie 1: Principes généraux des Allgemeine Leitsätze für Benutzer-Interaktion mit Anzeigen
interactions entre l'homme et les dispositifs de signalisation und Stellteilen
et organes de service
This European Standard was approved by CEN on 3 January 1997 and includes Amendment 1 approved by CEN on 14 August 2008.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European
Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national
standards may be obtained on application to the CEN Management Centre or to any CEN member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CEN member into its own language and notified to the CEN Management Centre has the same status as the
official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: rue de Stassart, 36 B-1050 Brussels
© 2008 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 894-1:1997+A1:2008: E
worldwide for CEN national Members.
---------------------- Page: 3 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
Contents Page
Foreword.3
Introduction .4
1 Scope .4
2 Normative references .4
3 Definitions .4
4 Design principles for operator-task relationships .5
4.1 Suitability for the task .5
4.1.1 Principle of function allocation .6
4.1.2 Principle of complexity .6
4.1.3 Principle of grouping.6
4.1.4 Principle of identification.7
4.1.5 Principle of operational relationship .7
4.2 Self-descriptiveness.7
4.2.1 Principle of information availability.7
4.3 Controllability.7
4.3.1 Principle of redundancy.8
4.3.2 Principle of accessibility.8
4.3.3 Principle of movement space .8
4.4 Conformity with user expectations.8
4.4.1 Principle of compatibility with learning.8
4.4.2 Principle of compatibility with practice.9
4.4.3 Principle of consistency .9
4.5 Error tolerance .9
4.5.1 Principle of error correction .9
4.5.2 Principle of error handling time .9
4.6 Suitability for individualisation and learning.10
4.6.1 Principle of flexibility.10
Annex A (informative) Human information processing.11
Annex ZA (informative) !!!!Relationship between this European Standard and the Essential
Requirements of EU Directive 98/37/EC, amended by 98/79/EC"""" .18
Annex ZB (informative) !!!!Relationship between this European Standard and the Essential
Requirements of EU Directive 2006/42/EC"".19
""
2
---------------------- Page: 4 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
Foreword
This document (EN 894-1:1997+A1:2008) has been prepared by Technical Committee CEN/TC 122
“Ergonomics”, the secretariat of which is held by DIN.
This European Standard shall be given the status of a national standard, either by publication of an identical
text or by endorsement, at the latest by April 2009, and conflicting national standards shall be withdrawn at the
latest by December 2009.
This document includes Amendment 1, approved by CEN on 2008-08-14.
This document supersedes EN 894-1:1997.
The start and finish of text introduced or altered by amendment is indicated in the text by tags ! "
This European Standard has been prepared under a mandate given to CEN by the European Commission
and the European Free Trade Association, and supports essential requirements of EU Directive(s).
!For relationship with EU Directive(s), see informative Annexes ZA and ZB, which are integral parts of this
document."
According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following
countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cyprus, Czech
Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,
Sweden, Switzerland and United Kingdom.
3
---------------------- Page: 5 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
Introduction
This standard has been prepared to be a harmonized standard in the sense of the Machinery Directive and
associated EFTA regulations.
1 Scope
This European Standard applies to the design of displays and control actuators on machinery. It specifies
general principles for human interaction with displays and control actuators, to minimise operator errors and to
ensure an efficient interaction between the operator and the equipment. It is particularly important to observe
these principles when an operator error may lead to injury or damage to health.
2 Normative references
This European Standard incorporates by dated or undated reference, provisions from other publications.
These normative references are cited at the appropriate places in the text and the publications are listed
hereafter. For dated reference subsequent amendments to, or revisions of, any of these publications apply to
this European Standard only when incorporated in it by amendment or revision. For undated references the
latest edition of the publication referred to applies.
EN 292-1, Safety of machinery - Basic concepts, general principles for design - Part 1: Basic terminology,
methodology.
EN 292-2, Safety of machinery - Basic concepts, general principles for design - Part 2: Technical principles
and specifications.
EN 418, Safety of machinery – Emergency stop equipment, functional aspects – Principles for design.
EN 614-1, Safety of machinery – Ergonomics design principles – Part 1: Terminology and general principles.
prEN 894-2, Safety of machinery – Ergonomics requirements for the design of displays and control actuators
– Part 2: Displays.
prEN 894-3, Safety of machinery – Ergonomics requirements for the design of displays and control actuators
– Part 3: Control actuators.
EN ISO 9241-10, Ergonomic requirements for office work with visual display terminals (VDTs) – Part 10:
Dialogue principles.
3 Definitions
For the purposes of this European Standard, the following definitions apply:
3.1
control actuator
the part of the control actuating system that is directly actuated by the operator, e.g. by applying pressure
4
---------------------- Page: 6 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
3.2
display
device for presenting information that can change with the aim of making things visible, audible or
discriminable by touch (tactile)
3.3
operator
the person or persons given the task of installing, operating, adjusting, maintaining, cleaning, repairing or
transporting machinery [EN 292-1].
4 Design principles for operator-task relationships
Human-machine systems are considered here as closed loops: the machine displays information to the
operator who uses control actuators to affect the machine, which in turn provides feedback to the operator,
etc.
Human-machine systems can comprise any number of man-machine units or subsystems, in which a single
operator interacts with a machine or process. Several subsystems may act independently or interact with each
other. When considering the requirements for a particular human-machine subsystem it is important to assess
how it interacts with the system as a whole.
Moreover, human-machine systems are part of more complex systems. For example, the physical
environment (noise, lighting, etc.) as well as the social and organisational environment can affect the efficient
operation of human-machine systems.
Knowledge of ergonomics principles is the basis for a successful implementation of a human-machine system.
In particular, it is important to ensure that systems are designed as an iterative process between the designer
and the users. EN 614-1 provides a framework for incorporating ergonomics principles in the design process
that shall be taken into account when designing machines. This framework can help designers to take account
of the principles in this standard.
An important factor to consider is the degree to which the human operator is needed in the system in order to
accomplish the given task. The informative annex A summarizes information on the capabilities of humans
when interacting with machines. The designer shall consider if the planned allocation of a particular function in
a man-machine system is in accordance with human capabilities. If this is not the case, the designer shall
redesign the system. A result of the redesign may be a (sub) system without the involvement of an operator.
The overall principle which concerns human-machine systems is that the machine and its associated
elements (displays, controls, instructions, etc) shall be suitable for the operator and the given task. In order to
realise this general principle, the machine system shall be so designed that human characteristics with
respect to physical, psychological and social aspects are considered. The following clauses present
ergonomics principles that shall be considered when designing a human-machine system. Some guidance on
methods which can be used to achieve the principles is also given. It should be noted that this list is not
exhaustive but provides a good indication of practical measures which should be considered. EN ISO 9241-10
gives further information on these principles when applied to software.
When trying to comply with these requirements it is important that the selected solutions shall be tested under
realistic conditions (see EN 614-1).
4.1 Suitability for the task
A human-machine system is suitable for the task if it supports the operator in the safe, effective and efficient
completion of the task.
5
---------------------- Page: 7 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
4.1.1 Principle of function allocation
The most suitable allocation of functions between the operator and the machine should be decided after
considering the requirements of the task and the strengths and limitations of the human operator.
Application:
Ensure the machine does not place unacceptable demands on the operator in terms of, for example, speed
and accuracy of response, forces required to operate control actuators, vigilance for small changes in display
status.
4.1.2 Principle of complexity
As far as consistent with the task requirements, possibilities shall be offered to reduce complexity. Special
consideration shall be given to the complexity of the task structure and the type and amount of the information
to be processed by the operator.
Application:
When designing human-machine interaction then speed and accuracy are important variables to consider.
Those factors which influence these variables need to be determined.
For example, in check reading, the operator makes a qualitative assessment that the system is within
acceptable boundaries. The accuracy of such readings may be enhanced if the pointers of the displays are
arranged into a pattern so that it is easy to determine if one or several of the pointers deviate from the normal
pattern (see prEN 894-2).
4.1.3 Principle of grouping
Arrange displays and control actuators so that they are easy to use in combination by following procedures for
grouping items.
Application:
Where control actuators and displays are operated in a certain fixed sequence, they shall be arranged in that
sequence. This arrangement helps the operator to remember the sequence and it decreases response time
and leads to fewer errors.
Where control actuators and displays are not operated in a fixed sequence then the grouping should be
determined using the following aspects:
a) The importance for the safe use of the machine;
b) The frequency of use in regular machine operation;
c) The use of elements in a sub-sequence (for example, start up controls like the ignition, choke and starter
on a car);
d) The functional relationship between elements (for example, the wiper and wash controls on a car).
The above aspects are not mutually exclusive and several elements may appear in more than one category.
Consequently the location of displays and control actuators should be arranged so that:
a) The important and frequently used items are in the most accessible positions;
b) Items in sub-sequences are then placed together;
6
---------------------- Page: 8 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
c) Functionally related items are placed in groups with visual and spatial separation from other items.
Important displays and control actuators, such as those used for emergencies shall be designed and
positioned so that they can be used quickly and accurately. Guidance on emergency stop devices is given in
EN 418.
4.1.4 Principle of identification
Control actuators and displays should be readily identifiable.
Application:
Labels, signs and other informative texts or symbols should be located on or adjacent to their associated
control actuators and displays in such a position that they are visible when the control actuators are operated.
It is generally preferable to place such means of identification either above or on the control actuator or
display.
4.1.5 Principle of operational relationship
Associated control actuators and displays should be arranged to reflect their operational relationships.
Application:
Control actuators should be located adjacent to associated displays so as to make their relationship obvious
to the operator.
The direction of control actuator operation shall be consistent with the direction of associated system
responses and/or display movements (see prEN 894-2 and prEN 894-3).
If a system failure occurs, it shall be identified to the operator as quickly as possible.
4.2 Self-descriptiveness
The human-machine interface should be designed so as to be self-descriptive, this means that the operator
can easily recognise the displays and controls and understand the underlying process.
4.2.1 Principle of information availability
Information about the status of the system shall be readily available at the request of the operator without the
need to interfere with other activities.
Application:
Verification that an operator action has been accepted by the system shall be presented to the operator
without unnecessary delay. If the execution is prolonged, the operator should be informed. When appropriate
the system shall respond instantly and simultaneously to an operator's actuation of the associated control
actuator. With delays greater than 1 s, the perceived association is reduced and preliminary feedback
becomes necessary.
4.3 Controllability
The operator shall dominate the system. This means that the system and its components shall guide the
operator throughout the task during periods when the system is under direct operator control. The operator
shall not be dominated by the workcycle rhythm inherent in the system.
7
---------------------- Page: 9 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
4.3.1 Principle of redundancy
Provision should be made for additional displays and controls where such redundancy may benefit overall
system safety.
Application:
In certain situations the efficiency and safety of a system depends upon the system's ability to present
redundant information to the operator. Important information should be available from different sources. With
respect to control actuators, some system requirements may demand that a given function can be operated
from different locations in order to maintain speed, accuracy, health and safety.
4.3.2 Principle of accessibility
Information should be readily accessible.
Application:
Ensure the layout places the displays within the operator's field of vision. The important information in terms of
safety and frequently consulted information shall be located in the central areas most frequently scanned by
the eye (see prEN 894-2).
In addition to this general requirement consider that the information may be obscured because of the
positioning of the operator's arms.
4.3.3 Principle of movement space
The body movements that are required to operate control actuators should not cause discomfort for the
operator.
Application:
The space between individual control actuators shall be optimal in order to ensure efficient operation, since
too much space may demand unnecessary movements, while too little space may cause accidental operation.
In order to determine the optimal space it is essential to consider the specific characteristics of each individual
control actuator as well as the overall context in which the control actuators are to be operated, e.g. some
systems are operated by persons wearing gloves.
4.4 Conformity with user expectations
Population stereotypes and other user expectations of how the human-machine interface operates are
powerful influences in determining how an operator will use a particular control actuator or display. Under
stress operators can be expected to revert to population stereotypes even if they have been trained to act in a
contrary manner.
4.4.1 Principle of compatibility with learning
The function, movement, and position of control actuator and display elements shall correspond to what the
operator expects from previous work experience or training.
Application:
What is expected from conventions is important when applying this principle. For example, there is a
stereotype to rotate a dial clockwise to increase a value on a display and to move a control actuator upwards
or to the right to increase the value.
8
---------------------- Page: 10 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
4.4.2 Principle of compatibility with practice
The function, movement, and position of control actuator and display elements shall correspond to
expectancies based on practical experience in using the system and the relevant manual.
Application:
After some time the operator becomes accustomed to the particular response times exhibited by the system
and develops expectations regarding them. Similar operations shall thus exhibit the same general pattern with
respect to response times. The operator shall be informed if the response time of the system deviates from
what would normally be expected.
4.4.3 Principle of consistency
Similar parts of the human-machine system should operate in a consistent manner.
Application:
The arrangement, function and movement of control actuators, displays and other devices of the system shall
be consistent and not interchanged throughout the system or systems, e.g. related control actuators and
displays shall be arranged in the same order.
A consistent set of codes and symbols shall be used.
4.5 Error tolerance
A system is said to be error tolerant if, despite evident errors in operation, the intended result is achieved with
either no or minimal corrective action.
4.5.1 Principle of error correction
Systems should be able to perform error checking and provide the operator with the means for handling such
errors.
Application:
If the system can correct an operator error in several ways, the operator shall have the chance to select from
these possibilities. However, it could be important to inform the operator about the correct procedure to be
followed.
Enough information shall be provided in critical situations to ensure optimal error handling. If a system failure
occurs it shall be identified to the operator as quickly as possible. Error messages shall be easily understood.
The operator shall be able to execute the necessary actions without extensive information processing and
help from manuals etc. The operator should be able to choose between brief and detailed error information.
4.5.2 Principle of error handling time
The system should provide sufficient time for an operator to reliably recover from any errors.
Application:
Ensure that the operator has sufficient opportunity to identify any errors and make appropriate corrective
actions before the consequences of the errors become critical.
Guidance on how to minimise the likelihood of inadvertent operation of control actuators is presented in prEN
894-3.
9
---------------------- Page: 11 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
4.6 Suitability for individualisation and learning
A system is suitable for individualisation and learning if it can be adjusted to individual needs.
4.6.1 Principle of flexibility
The system shall be flexible enough to be adapted to differences in personal needs, general physiological and
psychological abilities, learning abilities and cultural differences.
Application:
Where possible, the operator shall be able to influence the speed of interaction.
The experienced operator shall be able to structure the feedback so that it conforms to their level of expertise.
By the same token the inexperienced operator should be able to set the level of feedback at an appropriate
level.
In a complex system, the system should provide the operator with the choice of brief or detailed information
about the system.
Regarding operation, most control actuators can be operated equally well with both hands. However, control
actuators that demand accurate, and/or fast, operation should either be capable of being operated by either
hand or be so designed to allow accurate and/or fast operation by the non-preferred hand.
10
---------------------- Page: 12 ----------------------
SIST EN 894-1:2000+A1:2008
EN 894-1:1997+A1:2008 (E)
Annex A
(informative)
Human information processing
A.0 Introduction
Many criteria and principles of ergonomics are derived from knowledge acquired in the fields of human-
machine systems and general psychology. This Annex presents some of this basic knowledge in terms of an
overview of some principles of human information processing. However, it is to be noted that due to the rapid
theoretical and empirical development in the field, there are many diverging opinions regarding these matters.
The following presentation should thus be regarded as a set of tentative suggestions based on some current
ideas about these issues.
The following approach considers the human mind as an information processing system. In this system three
interacting subsystems are distinguished, namely:
The perceptual system;
The cognitive system;
The motor system.
Although, as mentioned above, it is practice to distinguish among different systems of information processing,
it is important to realise that some of these distinctions often become blurred in the observation of an operator
in a real situation. It is therefore essential to realise that human performance always reflects the interaction
and combinations of many different information processing subsystems and that these interactions may
produce unpredictable results.
A.1 Overview
The presentation below is arranged under the following main sections; attention, perception, cognition, motor
performance and performance shaping factors. Due to the close interrelationship among the systems
discussed under each section, the order of presentation is somewhat arbitrary and is mainly adopted for
heuristic reasons. For example, the issue of memory is discussed under the cognitive section, but as
mentioned above, the characteristics of memory are involved in many of the systems discussed, such as
attention, expectation etc.
A.2 Attention
In many situations, e.g. those involving a human operator in a human-machine system, the person can be
viewed as a single channel processor with capacity to process information from no more than a few sources at
a time.
Attention is normally confined to two main sources, the internal world i.e. thoughts and sensations from the
body, and the external world. Since attention can be described as a limited resource, there may be
competition among attentional resources. For e
...
Questions, Comments and Discussion
Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.