Roymech engineering encyclopedia

Machine Interfaces and Controls in Engineering Design




Solid Print 3D


This page provides engineering guidance on machine interfaces and control design, including push buttons, switches, levers, knobs and handwheels. The data supports ergonomic design of control systems to help provide safe, efficient and reliable human interaction with machinery.

Control design should be considered alongside human strength and endurance data and anthropometric measurements to ensure usability across a suitable range of operators.

Machine Interfaces and Control Design

Machine controls form the physical interface between an operator and a machine. Their size, position, direction of movement, operating force and identification can have a significant effect on safety, usability and the likelihood of operator error.

Control design should take account of the intended user population, operating posture, reach, strength, frequency and duration of operation, environmental conditions and the consequences of incorrect operation.

The dimensions and operating forces on this page are provided as general engineering guidance. For detailed or safety-critical machinery design, the applicable current standards, legislation and industry requirements should be established and used.

Relevant Standards

The following standards have historically been referenced by RoyMech for machine interface and control design:

  • BS EN 894-1:1997 — Safety of machinery. Ergonomics requirements for the design of displays and control actuators. General principles for human interactions with displays and control actuators.
  • BS EN 894-2:1997 — Safety of machinery. Ergonomics requirements for the design of displays and control actuators. Displays.
  • BS EN 894-3:2000 — Safety of machinery. Ergonomics requirements for the design of displays and control actuators. Control actuators.
  • BS EN 894-4:2010 — Safety of machinery. Ergonomics requirements for design of displays and control actuators. Location and arrangement of displays and control actuators.

Standards are revised and replaced over time. Engineers should confirm the current applicable edition and requirements before using this page for detailed design.

Applying Human Factors to Machine Controls

A control should not be selected from its dimensions or operating force alone. The complete task, intended operator population and operating environment should be considered.

A control used repeatedly throughout a working shift may require a low operating force, comfortable posture and convenient reach. A control used only occasionally for adjustment or maintenance may permit different ergonomic criteria, subject to appropriate assessment and the applicable safety requirements.

Frequency should not be considered in isolation. Operating force, posture, reach, duration, precision, environmental conditions and the consequences of incorrect operation should also form part of the engineering assessment.

Controls associated with hazardous machine functions may require measures to prevent accidental operation, clear identification, suitable separation from adjacent controls or other protective arrangements.

Human factors should also be considered alongside other engineering requirements including machine safety, security, maintainability, reliability and operational needs. Mandatory requirements should be distinguished from recommended or preferred ergonomic criteria.

Size of Lettering and Symbols

The following values provide suggested sizes for letters and symbols used on machine controls and displays in well illuminated areas.

Contrast between the characters and their background is important. Black characters on a light background generally provide good readability under normal illumination, while light characters on a dark background may be advantageous under relatively dark conditions.

Distance from Eye (mm) Height of Letters or Figures (mm)
Less than 500 2.5
501 – 900 5.0
901 – 1800 9.0
1801 – 3600 18.0
3601 – 6000 30.0

Control Direction and Movement

Where appropriate, control movement should follow established conventions and the operator's natural expectation of how the machine or displayed variable will respond.

For many rotary controls, clockwise rotation is conventionally associated with an increase and anticlockwise rotation with a decrease.

For linear controls, movement forwards, upwards or to the right may commonly represent an increase in the controlled variable, with movement towards the operator, downwards or to the left representing a decrease.

These conventions should not be applied blindly. The movement of a control should be compatible with the resulting movement or response of the machine where this provides a clearer and more intuitive relationship for the operator.

Relationship Between Controls and Displays

Relationship between machine controls and displays

Typical Control Dimensions and Operating Forces

The following dimensions and operating forces are indicative values for common machine controls. They provide useful preliminary design guidance but should not be interpreted as mandatory limits.

The appropriate dimensions and operating forces depend on factors including the intended users, frequency and duration of operation, required precision, working posture, gloves or other personal protective equipment, environmental conditions and the safety significance of the control.

Push Buttons

Push buttons may be designed for operation by a finger or by the hand. The following values provide suggested dimensions and operating forces.

Parameter Suggested Value
Diameter — finger operation 12 – 15 mm
Diameter — emergency stop 30 – 40 mm
Travel — finger operation 3 – 10 mm
Resistance to motion — finger operation 2.5 – 5.0 N
Diameter — hand operation 60 mm
Travel — hand operation 10 mm
Resistance to motion — hand operation 10 N

Toggle Switches

Toggle switches are commonly used for two-position functions such as on/off selection. Where appropriate, they may be positioned on a vertical panel with vertical toggle movement.

Parameter Suggested Value
Angle of movement Approximately 45°
Toggle diameter 3 – 25 mm
Toggle length 12 – 50 mm
Resistance to movement 2.5 – 15 N

Levers

Large levers may be used where significant operating forces or relatively large control movements are required.

Parameter Suggested Value
Maximum forward and backward angular movement 90° total
Maximum forward and backward linear movement 350 mm total
Maximum lateral angular movement 45° total
Maximum lateral linear movement 150 mm total
Maximum operating force — forward/backward 130 N
Maximum operating force — sideways 90 N
Machine control lever

Rotating Knobs

Rotating knobs provide a convenient method of controlling variables. They should fit the intended grip comfortably, be easy to rotate and should not unnecessarily obscure associated displays or markings.

Rotary controls may use discrete indexed positions or continuous movement. Indexed controls provide defined settings, while continuous controls allow progressive adjustment of a variable.

Indexed Rotating Knobs

Where individual positions are indicated visually, successive positions should typically be separated sufficiently for the operator to identify the selected setting. Greater angular separation may be required where selection is primarily by feel.

Parameter Suggested Value
Diameter 35 – 75 mm
Height 20 – 50 mm
Continuous resistance 0.15 Nm
Maximum torque 0.32 Nm
Resistance at indexed positions 12 – 18 N
Angle between indexed positions 15° – 40°

Continuous Motion Knobs

Continuous motion knobs allow progressive regulation of a variable and may be designed for fine finger adjustment or for operation using a larger hand grip.

Parameter Suggested Value
Diameter — finger operation 10 – 30 mm
Diameter — whole-hand operation 35 – 75 mm
Height — finger operation 15 – 25 mm
Height — hand operation 30 – 50 mm
Diameter — hand operation 60 mm
Maximum turning torque — small knobs 0.8 Nm
Maximum turning torque — large knobs 3.2 Nm
Rotating machine control knob

Pointed Bar Knobs

Arrow-shaped or pointed bar knobs provide a clear indication of the selected position and allow settings to be made quickly.

Parameter Suggested Value
Length 25 mm minimum
Thickness 25 mm maximum
Height 12 – 70 mm
Pointed bar machine control knob

Handwheels

Handwheels allow relatively large operating forces to be applied and may be used with gearing where slow or precise machine movement is required. Depending on the arrangement, operation may use one or both hands.

Parameter Suggested Value
Handwheel diameter 180 – 530 mm
Rim diameter 20 – 50 mm
Number of spokes Minimise
Minimum resistance 20 N
Maximum resistance — single handed 135 N
Maximum resistance — two handed 225 N

Cranked Handwheels

Cranked handwheels allow machinery to be operated through relatively long movements using continuous rotation of the crank. Gearing between the handwheel and machine movement may provide coarse and fine adjustment, allowing rapid positioning followed by more precise control.

Parameter Suggested Value
Crank radius for low torque — up to 200 rpm 60 – 120 mm
Crank radius for high torque — up to 160 rpm 150 – 220 mm
Crank radius for quick setting Up to 120 mm
Resistance torque — 120 mm radius crank 0.5 – 2.5 Nm
Resistance torque — 240 mm radius crank 3.0 – 4.0 Nm
Handle diameter 25 – 30 mm
Handle length — one handed 80 – 120 mm
Handle length — two handed 190 – 250 mm
Cranked handwheel for machine control

Display and Monitor Position

The following sketches provide general guidance on display positioning and viewing arrangements. The illustrations are retained as useful engineering reference material but should not be treated as current dimensional requirements.

Ergonomic display and monitor positioning

Machine Interface Design Considerations

Good machine-interface design requires more than selecting a control from a dimensional table. The control, operator, machine response and working environment form a complete system.

Frequently operated controls should generally be positioned within comfortable reach and should not require unnecessarily high operating forces. Controls requiring precision should permit suitable fine movement and provide appropriate visual, tactile or other feedback.

Less frequently operated controls may permit different arrangements, but an infrequent task is not automatically an acceptable one. Excessive force, awkward posture, poor access or significant consequences of operator error may still require design changes or additional safeguards.

Where ergonomic recommendations conflict with safety, security, maintainability or operational requirements, the applicable mandatory requirements should first be established. The resulting design should consider the overall engineering risk rather than applying an individual human-factors recommendation in isolation.

For reach, clearance and workspace layout, see human access space requirements.

Frequently Asked Questions

What are machine interface controls?

Machine interface controls are devices such as push buttons, switches, levers, knobs and handwheels that allow an operator to interact with and control machinery or equipment.

Why is ergonomics important in control design?

Ergonomic control design helps operators use equipment safely, efficiently and reliably. Appropriate control position, size, operating force and movement can reduce fatigue and the likelihood of operating errors.

What standards apply to machine control design?

The BS EN 894 series has historically provided ergonomic requirements for displays and control actuators associated with machinery. Engineers should confirm the current applicable standards and regulatory requirements for the equipment being designed.

How are control sizes and operating forces determined?

Control dimensions and operating forces should be selected with regard to the intended user population, human strength, anthropometric data, reach, posture, task frequency and duration, required precision and the applicable ergonomic and machinery safety requirements.

See Also