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Quick reference
Control Chart Process
There is an eight-step approach used to establish control charts for a process. Part of that process is the selection of a control chart type based upon the nature of the data being monitored.
When to use
When creating a control chart for the first time on a process, use this eight-step process.
Instructions
Control charting can be implemented on a process using this eight-step process.
- Select process characteristic to control. This should be a characteristic that was identified as critical during the design process or one that is a clear signal for conforming process performance.
- Determine appropriate control chart. This is determined by the characteristics of the data. The chart below is a decision tree for selecting control charts.
- Collect data and calculate appropriate statistics. Create or use a data stream from the process. Once you have 30 data points, calculate descriptive statistics for the data set including the mean and standard deviation. Using these and the appropriate formulas and constants, calculate the control limits.
- Construct preliminary control charts. This will include the data, the mean, and the control limits that have been calculated.
- Establish control. If there is the presence of special causes, find and eliminate them. Once the only variation shown is common cause variation, you are ready to move to the next step.
- Determine the process capability (Cpk). If necessary, center the process to make the best use of the available span between the spec limits. If the Cp index shows that you have a poor process sigma, they consider changing the process and reduce common causes variation.
- Once the process is capable and stable, construct the final control charts. Be sure that you only include data from the point where the special cause variation has been eliminated and after any process changes to reduce common cause variation have been implemented.
- Use the control charts for ongoing process control purposes.
Hints & tips
- When selecting a control chart, be clear on whether the data is variable or attribute and if it is attribute you know whether it is defects or defectives that are being counted.
- If the process is a low volume process, use all data points or the smallest sample size consistent with the Central Limit Theorem. High volume processes should be sampled at a rate that is practical.
- If a process is struggling or having performance problems, sample more frequently until the sources of instability are resolved.
- 00:04 Hi, I'm Ray Sheen.
- 00:06 We keep looking at control charts and talking about the use of control charts,
- 00:10 but let's take a few moments and consider how we actually build a control chart.
- 00:16 Process is quite simple.
- 00:18 Start by selecting what process parameter you wish to control.
- 00:21 It should be something that is critical to product or
- 00:23 process performance, such a critical dimension or cure time.
- 00:27 Or it could be a parameter that provides important insight into how the process
- 00:31 is operating, such as a hold time for calls that are waiting in the call center.
- 00:35 Next, based upon the data type, determine which control chart to use.
- 00:40 I'll talk more about this in the next few slides.
- 00:43 3rd, start collecting the data and calculate the appropriate statistics.
- 00:47 This will vary a little based upon the type of chart, but
- 00:50 we're talking about descriptive statistics like mean, range, standard deviation.
- 00:55 Once you have these, you can calculate the control limits for your data set.
- 00:58 4th, create your preliminary control chart,
- 01:02 I say preliminary because we may need to make some process changes.
- 01:06 But if your process is already under statistical control and you're making
- 01:10 conforming product, your preliminary chart will be your final chart.
- 01:15 Step 5 is to establish statistical control,
- 01:17 that means eliminate any special causes.
- 01:20 Until this is done, you can't create a final control chart.
- 01:23 Depending upon what's happening in your process,
- 01:26 you may need to remove several special causes.
- 01:28 6th is to establish process capability, by that I mean to calculate Cpk or sigma.
- 01:34 This will determine if your process is producing conforming results.
- 01:38 And based upon this, you may need to center your process or
- 01:41 possibly even making a change to reduce common cause variation.
- 01:45 On the step 7 in creating the final SPC control chart for the process.
- 01:49 By now your process is stable and capable.
- 01:52 So you're ready for step 8,
- 01:54 which is to maintain process control by monitoring the control chart and
- 01:58 taking appropriate action whenever you see indications of a special cause.
- 02:03 Let me give you some pointers about data and
- 02:05 data collection for SPC control charts.
- 02:08 First is the question of the amount of data to collect.
- 02:11 Remember, we want to get at least 30 data points to stabilize our control limits.
- 02:15 I suggest that with low volume processes, you try to use every data point.
- 02:20 This is sometimes called census data.
- 02:22 It basically means that you're using a sample or sub group size of one.
- 02:27 Now if you need a large sub group to address some abnormality,
- 02:31 well, do what you need to do.
- 02:33 If your process is a high volume process, you can use subgroups to sample data and
- 02:38 still obtain primal data points.
- 02:40 Of course, you could still use census data it just means that it's lots and
- 02:44 lots of data being collected.
- 02:45 If your SPC is automated, that may not be a problem for you.
- 02:50 The next question is, how frequent to collect data?
- 02:52 Well, of course if you're collecting census data,
- 02:55 meaning every point, you collect it whenever a process is running.
- 02:59 However, if you are collecting sample or subgroup data, you have a choice to make.
- 03:03 I view this as a risk decision.
- 03:05 If the process is not performing particularly well,
- 03:08 I will collect data more frequently, say, every hour if it's a high volume process.
- 03:12 However, if the process is performing very well and has been doing so for
- 03:16 a long time, then I may use a less frequent interval such as once a day.
- 03:20 Part of this decision is also based upon the cost to collect the data,
- 03:24 it's automated, the cost to collect is almost free, so do it more frequently.
- 03:28 But if the data collection is manual, the cost maybe very high and
- 03:32 that could also be a reason to collect less frequently.
- 03:36 The last point is to be very clear on your data definition of what is a defect or
- 03:41 a defective unit and an opportunity.
- 03:44 The control chart that you use will depend upon what you're counting and
- 03:47 what you're measuring.
- 03:49 So be sure it is clearly defined.
- 03:52 Now I keep talking about different types of control charts,
- 03:55 lets look at the major ones that we will be working with.
- 03:59 To decide what type of control chart you should use,
- 04:01 you start by first being clear about what type of data you are working with.
- 04:05 When data is variable data, we'll use either the I-MR chart or
- 04:10 the Xbar-R or an Xbar-S type of chart.
- 04:13 The differences between these is the size of the sample of the subgroup of data.
- 04:18 If you're looking at every datapoint, then you're using the I-MR chart.
- 04:22 If you're using samples, then a sample size less than 10 uses Xbar-R and
- 04:27 one greater than 10 uses Xbar-S.
- 04:31 But you may have recalled that I said that much of our data is attribute,
- 04:35 not variable data.
- 04:36 Fortunately, Shewhart developed control charts for that type of data.
- 04:40 There are four attribute data control charts.
- 04:43 And they vary depending upon whether you are counting defects or defectives.
- 04:48 Or whether your sample size is consistent or if it varies from sample to sample.
- 04:53 The final two control charts we will discuss are Time Weighted charts.
- 04:57 That means that the data point is given an added weight in the analysis
- 05:00 depending upon whether it was recently collected or it is an old data point.
- 05:05 We'll talk about those in more detail when we get to them.
- 05:09 Well, control charting process really is straight forward.
- 05:12 Define the data, collect the data,
- 05:14 plot the data, stabilize the process and then control the process.
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