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Managed by UT-Battelle
for the Department of Energy
Kay Kasemir, Ph.D.
ORNL/SNS
kasemirk@ornl.gov
June 2011 at KEK
Control System Studio
- CSS -
Alarm Handling
2 Managed by UT-Battelle
for the Department of Energy
Previous Attempts at SNS
ALH; manual “summary” displays; generated soft-IOCs +
displays
Issues
–  GUI
•  Static Layouts
•  N clicks to see active alarms
–  Configuration
•  .. was bad  Always too many alarms
•  Changes required contacting one of the 2 experts, wait
~days, restart CA gateway, hope that nothing else broke
–  Information
•  Operator guidance?
•  Related displays?
•  Most frequent alarm?
•  Timeline of alarm?
3 Managed by UT-Battelle
for the Department of Energy
Now: Best Ever Alarm System Tool
Yes, alarms are always a little scary…
4 Managed by UT-Battelle
for the Department of Energy
Alarm System Components
Control SystemAlarm Server
Cool UI
Configuration
B. Hollifield, E. Habibi, "Alarm Management: Seven Effective
Methods for Optimum Performance", ISA, 2007
1.  What you see
2.  Technical details
3.  How to use it
5 Managed by UT-Battelle
for the Department of Energy
1. What you see
Alarm GUI used by Operators
6 Managed by UT-Battelle
for the Department of Energy
What you see: Alarm Table
•  All current
alarms
–  new, ack’ed
•  Sort by PV,
Descr., Time,
Severity, …
•  Optional:
Annunciate
•  Acknowledge one or multiple alarms
–  Select by PV or description
–  BNL/RHIC type un-ack’
7 Managed by UT-Battelle
for the Department of Energy
Another View: Alarm Tree
•  All alarms
–  Disabled, inactive, new, ack’ed
•  Hierarchical
–  Optionally only show
active alarms
–  Ack’/Un-ack’ PVs or sub-tree
8 Managed by UT-Battelle
for the Department of Energy
Guidance, Related Displays, Commands
  Basic Text
  Open EDM/OPI screen
  Open web page
  Run ext. command
Hierarchical:
Including info of parent
entries
Merges Guidance etc. from
all selected alarms
9 Managed by UT-Battelle
for the Department of Energy
Integrated with other CSS Tools
 Alarms
 History of PV
 EPICS Config.
10 Managed by UT-Battelle
for the Department of Energy
CSS Context Menus Connect the Tools
Send alarm
PV to any
other CSS
PV tool
11 Managed by UT-Battelle
for the Department of Energy
E-Log Entries
•  “Logbook”
from context menu
creates text w/
basic info about
selected alarms.
Edit, submit.
•  Pluggable implementation, not limited to
Oracle-based SNS ELog
12 Managed by UT-Battelle
for the Department of Energy
.. may require Authentication/Authorization
 Log in/out while CSS is running
Online Configuration Changes
13 Managed by UT-Battelle
for the Department of Energy
Add PV or Subsystem
1.  Right-click on ‘parent’
2.  “Add …”
3.  Enter name
Online. No search for config files, no restarts.
14 Managed by UT-Battelle
for the Department of Energy
Configure PV
•  Again online
•  Especially useful
for operators to
update guidance
and related
screens.
15 Managed by UT-Battelle
for the Department of Energy
2. Technical details
Behind the GUI;
Tools to monitor performance
16 Managed by UT-Battelle
for the Department of Energy
Technical View
Alarm Cfg & State
RDB
IOCs
Alarm Server
Current Alarms: Acknowledged? Transient? Annunciated?
LOG
Message
RDB
JMS
2
Speech
JMS
2
RDB
Tomcat
- Reports
CSS Applications
Alarm Client GUI
JMS
Alarm Updates Ack’; Config UpdatesAnnunciationsLog Messages
TALK ALARM_CLIENTALARM_SERVER
PV Updates (Channel Access, …)
17 Managed by UT-Battelle
for the Department of Energy
General Alarm Server Behavior
•  Latch highest severity, or non-latching
–  like ALH “ack. transient”
•  Annunciate
•  Chatter filter ala ALH
•  Alarm only if severity persists some minimum time
•  .. or alarm happens >=N times within period
•  Optional formula-based alarm enablement:
–  Enable if “(pv_x > 5 && pv_y < 7) || pv_z==1”
–  … but we prefer to move that logic into IOC
•  When acknowledging MAJOR alarm, subsequent MINOR
alarms not annunciated
–  ALH would again blink/require ack’
18 Managed by UT-Battelle
for the Department of Energy
Logging
•  ..into generic CSS log also used for error/warn/
info/debug messages
•  Alarm Server: State transitions, Annunciations
•  Alarm GUI: Ack/Un-Ack requests, Config changes
•  Generic Message History Viewer
–  Example w/ Filter on TEXT=CONFIG
19 Managed by UT-Battelle
for the Department of Energy
Logging: Get timeline
•  Example: Filter on TYPE, PV
1. PV triggers,
clears,
triggers again
2. Alarm Server
latches alarm
4. Problem fixed
3. Alarm Server
annunciates
5. Ack’ed by operator
6. All OK
20 Managed by UT-Battelle
for the Department of Energy
All Sorts of Web Reports
21 Managed by UT-Battelle
for the Department of Energy
3. How to use it
This may be more important
than the tools!
22 Managed by UT-Battelle
for the Department of Energy
Best Ever Alarm System Tools, Indeed
.. but Tools are only half the issue
Good configuration requires plan & follow-up.
B. Hollifield, E. Habibi,
"Alarm Management:
Seven (??) Effective Methods
for Optimum Performance", ISA, 2007
23 Managed by UT-Battelle
for the Department of Energy
Alarm Philosophy
Goal:
Help operators take correct actions
–  Alarms with guidance, related displays
–  Manageable alarm rate (<150/day)
–  Operators will respond to every alarm
(corollary to manageable rate)
24 Managed by UT-Battelle
for the Department of Energy
•  DOES IT REQUIRE IMMEDIATE OPERATOR
ACTION?
–  What action? Alarm guidance!
•  Not “make elog entry”, “tell next shift”, …
•  Consider consequence of no action
•  Is it the best alarm?
–  Would other subsystems, with better PVs, alarm at the
same time?
What’s a valid alarm?
25 Managed by UT-Battelle
for the Department of Energy
How are alarms added?
•  Alarm triggers: PVs on IOCs
–  But more than just setting HIGH, HIHI, HSV, HHSV
–  HYST is good idea
–  Dynamic limits, enable based on machine state,...
Requires thought, communication, documentation
•  Added to alarm server with
–  Guidance: How to respond
–  Related screen: Reason for alarm (limits, …), link
to screens mentioned in guidance
–  Link to rationalization info (wiki)
26 Managed by UT-Battelle
for the Department of Energy
Impact/Consequence Grid
Category So What Minor Consequence Major Consequence
Personnel Safety PPS independent
from EPICS?
Environment,
Public
Can EPICS cause
contained spill of
mercury?
Uncontained spill??
Cost:
Beam
Production,
Downtime,
Beam Quality
No effect
Beam off
< 1 sec?
Beam off <10 min
<$10000
Beam off >10min
>$10000
•  Mostly: How long will beam be off?
27 Managed by UT-Battelle
for the Department of Energy
.. combined with Response Time
Time to Respond Minor Consequence Major Consequence
>30 Minutes NO_ALARM MINOR
10..30 minutes MINOR MAJOR
<10 minutes MAJOR MAJOR + Annunciate
–  This part is still evolving…
28 Managed by UT-Battelle
for the Department of Energy
Example: Elevated Temp/Press/Res.Err./…
•  Immediate action required?
–  Do something to prevent interlock trip
•  Impact, Consequence?
–  Beam off: Reset & OK, 5 minutes?
–  Cryo cold box trip: Off for a day?
•  Time to respond?
–  10 minutes to prevent interlock?
  
•  MINOR? MAJOR?
•  Guidance: “Open Valve 47 a bit, …”
•  Related Displays: Screen that shows Temp, Valve, …
29 Managed by UT-Battelle
for the Department of Energy
“Safety System” Alarms
•  Protection Systems not per se high priority
–  Action is required, but we’re safe for now, it won’t
get worse if we wait
•  Pick One
 “Mommy, I need to gooo!”
 “Mommy, I went”
(Does it require operator action?
How much time is there?)
30 Managed by UT-Battelle
for the Department of Energy
Avoid Multiple Alarm Levels
•  Analog PVs for Temp/Press/Res.Err./…:
–  Easy to set LOLO, LOW, HIGH, HIHI
•  Consider:
•  In most cases, HIGH & HIHI only double the
alarm traffic
–  Set only HSV to generate single, early alarm
–  Adding HHSV alarm assuming that the first one is
ignored only worsens the problem
31 Managed by UT-Battelle
for the Department of Energy
Bad Example: Old SNS ‘MEBT’ Alarms
•  Each amplifier trip:
≥ 3 ~identical
alarms, no guidance
•  Rethought w/ subsystem
engineer, IOC programmer
and operators: 1 better alarm
32 Managed by UT-Battelle
for the Department of Energy
Alarms for Redundant Pumps
33 Managed by UT-Battelle
for the Department of Energy
Alarm Generation: Redundant Pumps
the wrong way
•  Control System
–  Pump1 on/off status
–  Pump2 on/off status
•  Simple Config setting: Pump Off => Alarm:
–  It’s normal for the ‘backup’ to be off
–  Both running is usually bad as well
•  Except during tests or switchover
–  During maintenance, both can be off
34 Managed by UT-Battelle
for the Department of Energy
Redundant Pumps
•  Control System
–  Pump1 on/off status
–  Pump2 on/off status
–  Number of running pumps
–  Configurable number of desired pumps
•  Alarm System: Running == Desired?
–  … with delay to handle tests, switchover
•  Same applies to devices that are only needed
on-demand
1Required Pumps:
35 Managed by UT-Battelle
for the Department of Energy
Weekly Review: How Many? Top 10?
36 Managed by UT-Battelle
for the Department of Energy
A lot of information available
•  How often did PV trigger?
•  For how long?
•  When?
•  Temporary issue?
Or need HYST,
alarm delay,
fix to hardware?
37 Managed by UT-Battelle
for the Department of Energy
Weekly Check: Stale, Forgotten?
38 Managed by UT-Battelle
for the Department of Energy
Summary
•  BEAST operational since Feb’09
–  Needs a logo
–  For now without BEAUtY
–  DESY AMS is similar and has been
operational for longer
•  Pick either, but good configuration requires work in
any case
–  Started with previous “annunciated” alarms
•  ~300, no guidance, no related displays
•  Now ~330, all with guidance, rel. displays
–  “Philosophy” helps decide what gets added and how
•  Immediate Operator Action? Consequence?
Response Time?
–  Weekly review spots troubles and tries to improve
configuration

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CSS Alarm Handling

  • 1. Managed by UT-Battelle for the Department of Energy Kay Kasemir, Ph.D. ORNL/SNS kasemirk@ornl.gov June 2011 at KEK Control System Studio - CSS - Alarm Handling
  • 2. 2 Managed by UT-Battelle for the Department of Energy Previous Attempts at SNS ALH; manual “summary” displays; generated soft-IOCs + displays Issues –  GUI •  Static Layouts •  N clicks to see active alarms –  Configuration •  .. was bad  Always too many alarms •  Changes required contacting one of the 2 experts, wait ~days, restart CA gateway, hope that nothing else broke –  Information •  Operator guidance? •  Related displays? •  Most frequent alarm? •  Timeline of alarm?
  • 3. 3 Managed by UT-Battelle for the Department of Energy Now: Best Ever Alarm System Tool Yes, alarms are always a little scary…
  • 4. 4 Managed by UT-Battelle for the Department of Energy Alarm System Components Control SystemAlarm Server Cool UI Configuration B. Hollifield, E. Habibi, "Alarm Management: Seven Effective Methods for Optimum Performance", ISA, 2007 1.  What you see 2.  Technical details 3.  How to use it
  • 5. 5 Managed by UT-Battelle for the Department of Energy 1. What you see Alarm GUI used by Operators
  • 6. 6 Managed by UT-Battelle for the Department of Energy What you see: Alarm Table •  All current alarms –  new, ack’ed •  Sort by PV, Descr., Time, Severity, … •  Optional: Annunciate •  Acknowledge one or multiple alarms –  Select by PV or description –  BNL/RHIC type un-ack’
  • 7. 7 Managed by UT-Battelle for the Department of Energy Another View: Alarm Tree •  All alarms –  Disabled, inactive, new, ack’ed •  Hierarchical –  Optionally only show active alarms –  Ack’/Un-ack’ PVs or sub-tree
  • 8. 8 Managed by UT-Battelle for the Department of Energy Guidance, Related Displays, Commands   Basic Text   Open EDM/OPI screen   Open web page   Run ext. command Hierarchical: Including info of parent entries Merges Guidance etc. from all selected alarms
  • 9. 9 Managed by UT-Battelle for the Department of Energy Integrated with other CSS Tools  Alarms  History of PV  EPICS Config.
  • 10. 10 Managed by UT-Battelle for the Department of Energy CSS Context Menus Connect the Tools Send alarm PV to any other CSS PV tool
  • 11. 11 Managed by UT-Battelle for the Department of Energy E-Log Entries •  “Logbook” from context menu creates text w/ basic info about selected alarms. Edit, submit. •  Pluggable implementation, not limited to Oracle-based SNS ELog
  • 12. 12 Managed by UT-Battelle for the Department of Energy .. may require Authentication/Authorization  Log in/out while CSS is running Online Configuration Changes
  • 13. 13 Managed by UT-Battelle for the Department of Energy Add PV or Subsystem 1.  Right-click on ‘parent’ 2.  “Add …” 3.  Enter name Online. No search for config files, no restarts.
  • 14. 14 Managed by UT-Battelle for the Department of Energy Configure PV •  Again online •  Especially useful for operators to update guidance and related screens.
  • 15. 15 Managed by UT-Battelle for the Department of Energy 2. Technical details Behind the GUI; Tools to monitor performance
  • 16. 16 Managed by UT-Battelle for the Department of Energy Technical View Alarm Cfg & State RDB IOCs Alarm Server Current Alarms: Acknowledged? Transient? Annunciated? LOG Message RDB JMS 2 Speech JMS 2 RDB Tomcat - Reports CSS Applications Alarm Client GUI JMS Alarm Updates Ack’; Config UpdatesAnnunciationsLog Messages TALK ALARM_CLIENTALARM_SERVER PV Updates (Channel Access, …)
  • 17. 17 Managed by UT-Battelle for the Department of Energy General Alarm Server Behavior •  Latch highest severity, or non-latching –  like ALH “ack. transient” •  Annunciate •  Chatter filter ala ALH •  Alarm only if severity persists some minimum time •  .. or alarm happens >=N times within period •  Optional formula-based alarm enablement: –  Enable if “(pv_x > 5 && pv_y < 7) || pv_z==1” –  … but we prefer to move that logic into IOC •  When acknowledging MAJOR alarm, subsequent MINOR alarms not annunciated –  ALH would again blink/require ack’
  • 18. 18 Managed by UT-Battelle for the Department of Energy Logging •  ..into generic CSS log also used for error/warn/ info/debug messages •  Alarm Server: State transitions, Annunciations •  Alarm GUI: Ack/Un-Ack requests, Config changes •  Generic Message History Viewer –  Example w/ Filter on TEXT=CONFIG
  • 19. 19 Managed by UT-Battelle for the Department of Energy Logging: Get timeline •  Example: Filter on TYPE, PV 1. PV triggers, clears, triggers again 2. Alarm Server latches alarm 4. Problem fixed 3. Alarm Server annunciates 5. Ack’ed by operator 6. All OK
  • 20. 20 Managed by UT-Battelle for the Department of Energy All Sorts of Web Reports
  • 21. 21 Managed by UT-Battelle for the Department of Energy 3. How to use it This may be more important than the tools!
  • 22. 22 Managed by UT-Battelle for the Department of Energy Best Ever Alarm System Tools, Indeed .. but Tools are only half the issue Good configuration requires plan & follow-up. B. Hollifield, E. Habibi, "Alarm Management: Seven (??) Effective Methods for Optimum Performance", ISA, 2007
  • 23. 23 Managed by UT-Battelle for the Department of Energy Alarm Philosophy Goal: Help operators take correct actions –  Alarms with guidance, related displays –  Manageable alarm rate (<150/day) –  Operators will respond to every alarm (corollary to manageable rate)
  • 24. 24 Managed by UT-Battelle for the Department of Energy •  DOES IT REQUIRE IMMEDIATE OPERATOR ACTION? –  What action? Alarm guidance! •  Not “make elog entry”, “tell next shift”, … •  Consider consequence of no action •  Is it the best alarm? –  Would other subsystems, with better PVs, alarm at the same time? What’s a valid alarm?
  • 25. 25 Managed by UT-Battelle for the Department of Energy How are alarms added? •  Alarm triggers: PVs on IOCs –  But more than just setting HIGH, HIHI, HSV, HHSV –  HYST is good idea –  Dynamic limits, enable based on machine state,... Requires thought, communication, documentation •  Added to alarm server with –  Guidance: How to respond –  Related screen: Reason for alarm (limits, …), link to screens mentioned in guidance –  Link to rationalization info (wiki)
  • 26. 26 Managed by UT-Battelle for the Department of Energy Impact/Consequence Grid Category So What Minor Consequence Major Consequence Personnel Safety PPS independent from EPICS? Environment, Public Can EPICS cause contained spill of mercury? Uncontained spill?? Cost: Beam Production, Downtime, Beam Quality No effect Beam off < 1 sec? Beam off <10 min <$10000 Beam off >10min >$10000 •  Mostly: How long will beam be off?
  • 27. 27 Managed by UT-Battelle for the Department of Energy .. combined with Response Time Time to Respond Minor Consequence Major Consequence >30 Minutes NO_ALARM MINOR 10..30 minutes MINOR MAJOR <10 minutes MAJOR MAJOR + Annunciate –  This part is still evolving…
  • 28. 28 Managed by UT-Battelle for the Department of Energy Example: Elevated Temp/Press/Res.Err./… •  Immediate action required? –  Do something to prevent interlock trip •  Impact, Consequence? –  Beam off: Reset & OK, 5 minutes? –  Cryo cold box trip: Off for a day? •  Time to respond? –  10 minutes to prevent interlock?    •  MINOR? MAJOR? •  Guidance: “Open Valve 47 a bit, …” •  Related Displays: Screen that shows Temp, Valve, …
  • 29. 29 Managed by UT-Battelle for the Department of Energy “Safety System” Alarms •  Protection Systems not per se high priority –  Action is required, but we’re safe for now, it won’t get worse if we wait •  Pick One  “Mommy, I need to gooo!”  “Mommy, I went” (Does it require operator action? How much time is there?)
  • 30. 30 Managed by UT-Battelle for the Department of Energy Avoid Multiple Alarm Levels •  Analog PVs for Temp/Press/Res.Err./…: –  Easy to set LOLO, LOW, HIGH, HIHI •  Consider: •  In most cases, HIGH & HIHI only double the alarm traffic –  Set only HSV to generate single, early alarm –  Adding HHSV alarm assuming that the first one is ignored only worsens the problem
  • 31. 31 Managed by UT-Battelle for the Department of Energy Bad Example: Old SNS ‘MEBT’ Alarms •  Each amplifier trip: ≥ 3 ~identical alarms, no guidance •  Rethought w/ subsystem engineer, IOC programmer and operators: 1 better alarm
  • 32. 32 Managed by UT-Battelle for the Department of Energy Alarms for Redundant Pumps
  • 33. 33 Managed by UT-Battelle for the Department of Energy Alarm Generation: Redundant Pumps the wrong way •  Control System –  Pump1 on/off status –  Pump2 on/off status •  Simple Config setting: Pump Off => Alarm: –  It’s normal for the ‘backup’ to be off –  Both running is usually bad as well •  Except during tests or switchover –  During maintenance, both can be off
  • 34. 34 Managed by UT-Battelle for the Department of Energy Redundant Pumps •  Control System –  Pump1 on/off status –  Pump2 on/off status –  Number of running pumps –  Configurable number of desired pumps •  Alarm System: Running == Desired? –  … with delay to handle tests, switchover •  Same applies to devices that are only needed on-demand 1Required Pumps:
  • 35. 35 Managed by UT-Battelle for the Department of Energy Weekly Review: How Many? Top 10?
  • 36. 36 Managed by UT-Battelle for the Department of Energy A lot of information available •  How often did PV trigger? •  For how long? •  When? •  Temporary issue? Or need HYST, alarm delay, fix to hardware?
  • 37. 37 Managed by UT-Battelle for the Department of Energy Weekly Check: Stale, Forgotten?
  • 38. 38 Managed by UT-Battelle for the Department of Energy Summary •  BEAST operational since Feb’09 –  Needs a logo –  For now without BEAUtY –  DESY AMS is similar and has been operational for longer •  Pick either, but good configuration requires work in any case –  Started with previous “annunciated” alarms •  ~300, no guidance, no related displays •  Now ~330, all with guidance, rel. displays –  “Philosophy” helps decide what gets added and how •  Immediate Operator Action? Consequence? Response Time? –  Weekly review spots troubles and tries to improve configuration