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Orivuw Weds Oaengewed Grandad
#4 - Human Factors
Engineering in New
Projects
9 Human Factors M La
Engineering in New
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ی
* Minimum Health
Management Standards
(MHMS)
* Introduction to Human
Factors Engineering
(HFE)
¢ Why HFE & Benefits
* Definition of Standard
* Achievement Criteria
* Tools & Techniques
٠ Competences Required
8 Are you compliant?
5 رس نارق ney
صفحه 3:
OWOG
* Seven Minimum Health Management Standards
(MHMS) have been developed to set down the
minimum requirements for the management of
health and Human Factors Engineering in
companies where Shell has operational control
* Approved by the Group HSE Advisers Panel and HSE
Council
* Discussed and agreed with the Executive
Committees of the major Businesses
٠ CMD has endorsed and issued them in July 2001
* Shell Businesses are expected to implement them
fully by the end of 2003
* Progress will be monitored via the HSE Annual
«etter Human Factors
= Engineering in New
هو با وا
صفحه 4:
OWOG
Formalise existing guidance - nothing really new
Set down the minimum requirements for the
management of Health in companies where Shell
has operational control
Compliance with national statutory requirements is
mandatory for all aspects of health management.
Currently accepted scientific knowledge should be
applied in interpreting MHMSs
Guidance documents listed in the attachment
provide advice on good practice. Where a guidance
document is referred to specifically, then it forms a
part of that standard. Other documents provide
more general guidance on good practice which, i
esome cases (Such as those, Qublished by the O
Mav be More Spéeciffestecere rtm Group Businesses.
صفحه 5:
OLOG
There are seven MHMS
Health Risk Assessment
Monitoring of Health Performance and Incident
Reporting and Investigation Focu
5
Product Stewardship
Fitness to Work
Local Health Facilities and Medical Emergency
Response
9 Human Factors M
Engineering in New
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Wee Pastors Guayceeriay
Human Factors Engineering (HFE) is a
multidisciplinary field that considers
the integrated knowledge of human
capabilities, limitations and needs in
the interaction between humans,
technology and the working
environment.
- HFE Yellow Guide 2002
Human Factors
Engineering in New
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Obevives oF LEG
۰ To increase safety, comfort and
performance within working environment
* To prevent human errors/limit the
consequences (reliability)
* To enhance productivity by optimising
human efforts (efficiency)
* To improve usability of a system
(productivity)
* To incorporate user knowledge in the design
of the system/product to satisfy the needs of
the operating population (acceptability,
marketability)
Human Factors
Engineering in New
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Human Machine
Interaction
Human Factors
Engineering in New
A
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anew Quchiee مات هه
Physical Environment Organisational Structure
(lighting, noise, thermal) job design, communication,
task
Individual Constramts
(age, size, training, skills, competence)
Sensory Information Response Execution
Displays Controls
3
Ns.
Output
| Machine |
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Oh Prevtice LCG?
Business Case
Conclusion pre start-up safety review
Hycon (1988)
“It has to be concluded that during
engineering stage the opportunity could
have been further exploited to optimise the
design without increasing CAPEX in many
cases. This refers particularly to the fields of
operability, accessibility and
maintainability.”
Human Factors Mi
Engineering in New
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OW @rovtce WRC?
Lessons learned RAYONG project (1996)
“Basic concept not an operationally friendly
machine”
DCS system
* DCS graphics were designed by main contractor with
minor input of Operations at an early stage
* too much information on screens
* to go through 5 screens to get to an alarm
* far too complex which complicates start up
* alarms poorly specified
9 of panel men loosing confidence in system! ©
Human Factors
Engineering in New
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Okv Pravice WREG?- Dot just ۰ شم
Project management issues
* > 60 % of bottlenecks identified during D & E
Model review sessions are related to poor
Operability and Maintainability
* Redesign effort first 2 years after start up
often related to solve operational and
maintenance misfits as a result of insufficient
input during Conceptual design
Human Factors M
Engineering in New
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۱۷۱۷۳۷ ۳۲۵6۲۱6۵ ۱۴6۶
Conclusions of ‘World Class’ Projects study
Performance
World Class
1 People/Org
1 2 Information
3 3 Software
HOS expectation-worldciass 3 pomware |
ص وه
7
Image
1 Hardware
2 Software
3 Information
4 People/Org
~<—— CSU - first vear(s) of overation >
t
6 Human Factors
Engineering in New
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۱۷۱۷۳۷ ۳۲۵6۲۱6۵ ۱۴6۶
Literature “Development HSE improvements
in hardware design”
Number
of \Technical measures
accidents, ere dominant
incidents
Process safety measures
ereidominant Human factors interface
measures will become
dominant
Past لل Present —————» __ Future
5 Human Factors wan,
Engineering in New
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Drerdtiocdd Oeste Process
No balanced input of Process criteria versus
Operations (Ops.) and Maintenance (M) criteria
during conceptual design
¢ Limited input in conceptual design of future Ops./M.
tasks
* Insufficient & ineffective input of “work floor”
experience
* Insufficient knowledge of EC re. OPS requirements
HMI specifications are in. icient ; no ‘risk driven’
مک ملعتل» ۵ 9 ste او
Increase of project & life cycle costs
a9 Human Factors M
Engineering in New
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)2۳ oP LAG
Benefit areas Usability & HF Engineering
Operability [Health ۱۳
Shareholders Safety
& Maintenance 7 Society
Clients Environment
Efficiency <
Uabour turnover و سا
Reliability legislation
J
5 00006 wed,
Engineering in New
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5» oP WAC
Economic benefits
Based on historical data (reviews/audits/PIR reports) and client
feedback reports
* Reduction CAPEX 0.25% - 5%
* Reduction engineering hrs. 1%-10%
* Reduction re work: 1%-5%
less rework, less late changes
* Reduction project duration time up to 40
%*
*reduced approval cycles
© Redustian.Apin MadiaiananGa-cdhQQ story ofticeButtdlig Hayper 67
9 Human Factors M
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Retocde Por MAE ta TT
Cwirvavedt
‘actors driving repeat visits to web sites (% reason)
75 High quality content
هه
58 Down load speed
54 Frequently up dated
14 Coupons and incentives
13 Favourite brands
12 Cutting edge technologies
11 Purchasing capabilities
10 Customised content
10 Chat and bulletin boards
6 Other
7
Source: Forrester research 1999
Human Factors M
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Improvement HSE/working conditions (H)
* Improvement commitment end users (H)
* Improvement of client “buy in” (H)
* Improvement functional design; (H)
* versus gold plated design
* Improvement competence of project team (VH)
re. Operational and maintenance requirements
* Improvement communication Owner / Project
team & EPC contractor (H)
() impact ranking on issue from client feedback Low (L),
Medium (M),
High (H),
Very High (VH)
Human Factors M
Engineering in New
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5» oP WAC
Critical Success Factors
* Awareness of cost & benefits
* CAPEX reduction & TCoO commitment
* Management commitment front end loading
* Early availability of operational philosophy
* Availability of resources
* Front end user participation for realisation of product
commitment
* Competence project participants
* Integration in Project QA system (Owner &
EC!)
* Multi-disciplinary dilemma handling
* capture ‘work floor’ knowledge via FEEEM ® analysis
9 Human Factors Mi
۳055 Engineering in New
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5» oP WAC
Reduction in Modification Costs
Reduction in Training costs and efforts
Improved ‘Acceptability’ of the System
Improved screen layout, readability and
usability
* Decreased information retrieval time
٠ REDUCTION MIS OPERATION, MIS READING
٠ Reduced reliance on support of ‘Help Desk’ and
other colleagues
° Effective use of IT resources
* Improved working efficiency + reduction in
working stress
٠ Improved motivation
* Awareness of benefits of User-Centred Desig
9 Human Factors
Engineering in New
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* It is about 40-100 times more expensive to fix problems in
the maintenance phase of a programme than in the design
phase (Boehm, B.W., 1981 Software engineering economics
New Jersey, Prentice Hall Inc.)
* Systems designed with usability engineering have
typically reduced the time needed for training around 25 %
(Landauer 1995)
* Usability engineering has demonstrated reductions in the
product development cycle by over 33-50% (Bosert 1991)
*Eighty percent of software life cycle costs occur after the
product is released, in the maintenance phase; of that work
80% is due to unmet or unseen user requirements; only
20% of this is due to bugs or reliability problems ( Karat,
1993, Usability engineering in dollars and cents, IEEE
tware) Human Factors
Engineering in New
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eke vP Oscbiliy
Gugkeericy
* Around 63% of ICT projects exceed their cost estimates
(Laderer,
A.L., 1992, Nine management guidelines for better cost
estimating)
The top four reasons are:
* frequent requests for changes from users
* overlooked tasks
* user’s lack of understanding of their own
requirements
* insufficient user-analyst communication and
understanding
* Auser centred design methodology will increase
productivity by
25 % and increase quality by 30 %, incl. user satisfacth
0%. Human Factors M 24
Engine ring in New
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OcPratica oP ولمم
‘Human factors engineering principles are to
be considered and applied during the early
design stage of new facilities projects where
design can have a critical impact on
equipment usability and user safety or health.’
Human Factors Mi
Engineering in New
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Ocktevewedt Criterta
. All new facilities projects are screened for
minimum human factors engineering
requirements as defined in the HFE YG.
. Where the screening indicates that HFE
input is necessary, the location or business
applies the correct processes, tools and
competencies at the correct stages of the
project as defined in the HFE YG.
. The recommendations have been
discussed with management and action
parties and target dates agreed.
Human Factors
Engineering in New
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Tarcet Readership
* Project teams
- Project Managers
- Process (and other Discipline)
Engineers
- Operations/Maintenance
* HSE professionals
° IT Designers
* Retail Station Designers
Human Factors La
Engineering in New
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Process un Tools
* Introduction of 3 Decision Making
Tools
- HFE Focusing Tool
- Work Systems Analysis Tool
- Investment Justification Tool
* Supports Project Teams
- Project Managers
- Operations/Maintenance
Human Factors La
Engineering in New
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WEG Oork Gystew Ouse Toot
سس سب مسج سپ
Pus 1 هی
a | ar | co | ۳ 2 "
0000 یلیس سم
Considers: To determine:
Work syste - Level of HFE -
Performance Factors involvement ~
Mode of operationg - Based on project -
N=Normal; team a *
E=Emergency. - HFE Standards
S=Shutdown/Start Up iman ۶ 2
9 available —_M!
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Oork Gystew Ouse Tool 5
. List the project
work systems : ۱ __
2. Allocate an A تن ها
appropriate HFE
level for each box
. Define HFE scope
WV u
Human Factors
Engineering in New
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Ievestoed dusiPicaioa Tool
* Tool for project managers
* Decision making support tool on HFE
recommendations
* Considers economic and non economic
(e.g. HSE aspects) benefits
° Example demonstrated on next few
slides
Human Factors
Engineering in New
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The Took
1. Work Systems Analysis
Tool
- Define HFE scope for Project =
- Appendix 1 in the Yellow = 8
Guide 2. Investment Justification
Tool
- Decision making tool for
Project Managers
3. HFE Competence اک سس the Yellow
Screening Tool
- Ensures correct
people are on the job
9 Human Factors
Engineering in New
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ty یه
۳ 2-4
Competen | Responsib
ce le Party
Awareness Project
Team
Working | HFE Focal
Knowledge Point
Skilled/ HFE
Mastery | Professiona
|
Required
Action
Apply
specs. &
standards
Specs. &
standards
+ review
HFE
Analysis
Human Factors
Engineering in New
HFE
Activity
Level
1
Me
صفحه 33:
Cowpertewe Crexveworl
Awareness (can discuss)
¢ Familiar with HFE YG
- Understand HFE concepts, principles,
language
- Where and how HFE YG applies to
projects
- Know the HFE Process (phases and
timing)
- Know how to use the HFE Tools
٠ Experience in Projects
“Se Compliant withttiseipline
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Cowpetewe Praveworls
Working Knowledge (can do)
* Carry out HFE Reviews
- Ensure standards were properly
applied
- Make recommendations based on HFE
principles
- Recognise where HFE can benefit
project
- Support Project Team from HFE
standpoint
٠ OU level staff (typically involved in Q
projects) Human Factors 24
, Engineering in New,
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]0 Prenvework
Skilled / Mastery (can teach)
٠ Competence HFE professional
- Consulted by OU for all Level 3 activities
- Use HFE WSA Tool to initiate scope
discussions
* Systematically captures user
requirements
* Delivers HFE Recommendations
۰ Identifies future HFE scope with respect
to organisational issues and other barriers
to successful HFE implementation
Human Factors
Engineering in New
صفحه 36:
Work Systems
Analysi
HFE
HEE بلدا
Scope Competence
HFE Analysis a ) جح
Recommendation a
User Centred Design
9 Human Factors
Engineering in New
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٠ Ready to use Yellow Guide
* Check you procedures against section
* Review the Achievement Criteria
¢ Where do you stand?
Human Factors Mi
Engineering in New
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Okat do 1 do?
If Compliant If NOT Compliant
۰ Ensure that all * Train project
projects are personnel
adhering to the * Incorporate the
process and not just Tools into project
the ‘big’ ones procedure
¢ Assess Current HFE =e Consult HFE
activities, look for professionals for
improvements support
* Look for
opportunities to
prove your Human Factors
Engineering in New
صفحه 39:
.. . 500 don’t forget the HFE
Principles when partaking in
challenging projects
3939 Human Factors a
Engineering in New M 4
