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Math Details

This page gives the exact formulas Quantum XL uses to build a Laney U' chart. It is a u chart whose standard deviation is scaled by the overdispersion factor σ_Z. Each equation lists what it computes and where it appears on the chart.

Notation

Term Description
\(n_i\) size of subgroup \(i\) (its area of opportunity)
\(c_i\) number of defects in subgroup \(i\)
\(\bar{u}\) center line (pooled defects per unit)
\(\sigma_i\) ordinary Poisson standard deviation at subgroup \(i\)
\(\sigma_Z\) overdispersion factor
\(k\) sigma multiplier (number of standard deviations), default \(3\)

Center line and plotted statistic

\[ \bar{u} = \frac{\sum_i c_i}{\sum_i n_i}, \qquad u_i = \frac{c_i}{n_i} \]

The center line is the pooled defects per unit (or a supplied known value), and each point is the subgroup rate, exactly as on the u Chart.

Ordinary standard deviation

\[ \sigma_i = \sqrt{\frac{\bar{u}}{n_i}} \]

the Poisson standard deviation before the overdispersion correction.

Overdispersion-adjusted control limits

The Poisson standard deviation is multiplied by the overdispersion factor \(\sigma_Z\) (see Laney Overdispersion (Sigma Z), estimated from the standardized values \(z_i = (u_i - \bar{u})/\sigma_i\)):

\[ \text{UCL}_i = \bar{u} + k\,\sigma_i\,\sigma_Z, \qquad \text{LCL}_i = \max\!\left(0,\ \bar{u} - k\,\sigma_i\,\sigma_Z\right) \]

When \(\sigma_Z = 1\) this reduces to the ordinary u chart. If Force Straight Limits is enabled, a single assumed size replaces \(n_i\) in \(\sigma_i\). See Control Limits and Zones for the shared limit and zone construction.

Shared Math Details used here

This chart uses shared formulas defined once in Shared Math Details.

Shared concept Used here for Reference
Laney overdispersion (σ_Z) the standard-deviation correction Laney Overdispersion (Sigma Z)
Control limits and zones the UCL/LCL and zone construction Control Limits and Zones
Out-of-control tests flagging out-of-control points Out-of-Control tests

See Also

References

  1. Laney, D. B. (2002). Improved control charts for attributes. Quality Engineering, 14(4), 531-537.
  2. Montgomery, D. C. (2013). Introduction to Statistical Quality Control, 7th ed. Wiley.