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Copyright © JMP Statistical Discovery LLC. All rights reserved.
Easy DOE - New in JMP 17
Tom Donnelly, PhD, CAP
Principal Systems Engineer
JMP Defense & Aerospace Team
tom.donnelly@jmp.com
Mastering JMP
April 14, 2023
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Outline
• Why Easy DOE? – Key Features
• Why DOE?
• 1st example use of Guided Easy DOE
• Review important concepts in the Guided Easy DOE process
• 2nd example use of Guided Easy DOE
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Why Easy DOE? - Key Features
• End-to-end coverage of every step of experimentation.
• Streamlined experience through tailored elements in a
new user interface.
• Guided mode for novice experimenters (default) and
Flexible mode for more demanding situations.
• Comprehensive summary report is automatically written
based on the current state of the experiment.
• Save your work at any time and return to the same point.
• Easily share experiments with others.
JMP 17 makes it easier for everyone to experiment
Developer Tutorial: Easy DOE – Expertly Guiding Users Through Designing an Experiment
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Why use DOE? QUICKER ANSWERS, LOWER COSTS, SOLVE BIGGER PROBLEMS,
MAKE BETTER INFORMED DECISIONS
• More rapidly answer “what if?” questions
• Identify important factors when faced with many
• Do sensitivity and trade-space analysis
• Optimize across multiple responses
• By running efficient subsets of all possible combinations,
one can – for the same resources and constraints –
solve bigger problems
• By running sequences of designs one can be as
cost effective as possible and run no more trials than needed
to get a useful answer
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Use Easy DOE
3-response, 4-factor, trade-space analysis and optimization example
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Last page of Report shows Prediction Profiler after
pressing Optimize button & meeting all requirements
Copyright © JMP Statistical Discovery LLC. All rights reserved.
The DOE Report
Factor
info
Response
info
Initial
model
Design w/
response
values &
factor
settings
Final
model
parameter
estimates
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Excluded
terms
Residual
plots
Actual vs.
Predicted
plots
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Use Easy DOE
3-response, 4-factor, trade-space analysis and optimization example
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Go to JMP 17…
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Easy DOE Demo
✓ Start with the end…presenting DOE results interactively to decision makers
✓ Recreate the “Why DOE?” example using Easy DOE platform
• Introduce the 6-step DOE Process implemented in the Easy DOE interface
• Review factor types supported and model choices
• Again, use Guided Easy DOE process for slightly more complex 3-response,
4-factor, trade-space/optimization example using new .jmpdoe file.
1. Define
2. Specify
3. Design
4. Data Entry
5. Analyze
6. Predict
Report
Copyright © JMP Statistical Discovery LLC. All rights reserved.
6-Step
DOE
Process
Two
Modes
Propose 1st or
2nd order?
Ranges & specs
require SME*
Same 6
Steps plus
a Report
*Subject Matter Expert
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Quadratic model is not much bigger than Interaction model.
If you have continuous factors, choose full 2nd order, Quadratic
y = a0 + a1x1 + a2x2
For k factors there are
k main effects
3-factor Linear Model has 4 terms (8 corners)
6-factor Linear Model has 7 terms (64 corners)
10-factor Linear Model has 11 terms (1K corners)
20-factor Linear Model has 21 terms (1M corners)
y = a0 + a1x1 + a2x2
+ a12x1x2
For k factors there are
k(k-1)/2 interaction effects
3-f Interaction Model has 7 terms (2X ME)
6-f Interaction Model has 22 terms (3X ME)
10-f Interaction Model has 56 terms (5X ME)
20-f Interaction Model has 211 terms (10X ME)
y = a0 + a1x1 + a2x2
+ a12x1x2
+ a11x1
2 + a22x2
2
For k factors there are
k squared effects
3-f Quadratic Model has 10 terms (2.5X ME)
6-f Quadratic Model has 28 terms (4X ME)
10-f Quadratic Model has 66 terms (6X ME)
20-f Quadratic Model has 231 terms (11X ME)
1st Order 2nd Order 2nd Order
If no squared terms, then optimum can ONLY be a corner!
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Continuous Factors are
infinitesimally adjustable
over a range. One can
finely turn a control knob
to adjust the setting.
Examples (Clockwise) are
Time, Temperature, Speed,
RPM, and Pressure
Categorical Factor: Vendor
Order doesn’t matter.
Interpolation makes no sense.
L1
L2
L3
Categorical Factor: Vendor
Order doesn’t matter.
Interpolation makes no sense.
L1
L2
L3
18-8 Stainless Steel Pros and Cons
As already mentioned, 18-8 grade stainless steel is celebrated for its superior corrosion
resistance. However, it is known to show signs of corrosion when exposed to chlorides,
such as salt. Therefore, it is not the ideal stainless steel to use for marine applications.
On the upside, 18-8 grade stainless steel properties include the fact that it can be bent
and molded without it having an effect on its overall strength and durability. This type
of stainless steel is also not only extremely budget-friendly, but it also requires little to
no maintenance. 18-8 stainless steel yield strength is also impressive.
Categorical Factor: Grade of Stainless Steel
Order potentially matters
Ordinal Ranking makes sense
304 Stainless Steel Pros and Cons
The main benefit is that 304 stainless steel is usually considered to be one of the
strongest of the mild steels available on the market. It boasts a respectable level of
resistance to corrosion and is much easier to mold than its 316 stainless steel
alternative. However, like 18-8 grade stainless steel it is vulnerable to corrosion when
exposed to salt water.
316 Stainless Steel Pros and Cons
316 stainless steel boasts a higher strength and durability than 304 stainless steel. It
also has a higher level of corrosion resistance, including when exposed to salt water. It
performs well against pitting and is also resistant to caustic chemicals. As mentioned
above, however, 316 stainless steel is less malleable than 304 stainless steel. It is also
substantially more expensive.
L1
L2
L3
Categorical Factor: Vendor
Order doesn’t matter.
Interpolation makes no sense.
L1
L2
L3
Categorical Factor: Vendor
Order doesn’t matter.
Interpolation makes no sense.
Discrete Numeric Factor: Diameter
Order does matter.
Interpolation makes sense.
Bolt diameters are
only available in whole
millimeters between 3
& 16, with no option
for 9, 11, 13, & 15 mm.
For range of 7 to 10,
mid point is 8.5. Only
“mid” level is 8 mm
which is unevenly
spaced between ends.
For range of 10 to 16,
mid point is 13. Only
“mid” levels are evenly
spaced, 12 & 14 mm.
L1
L2
L3
Designs like a
categorical factor, but
models as continuous
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Model Choices in Easy DOE
As complexity supported increases, so do the number of runs
SCREENING
• Less complex (fewer runs)
• More robust (usually ≈1.5X runs)
– When conditions are appropriate –
designs for this choice include mid-
levels for continuous factors
PREDICTION
• Less complex (fewer runs)
• More robust (1.3X or fewer runs)
– Design will have mid-levels for
continuous factors supporting
optima that are not in corners!
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Model Choices in Easy DOE
As complexity supported increases,
so do the number of runs
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Model Choices in Easy DOE
Number of runs for increasing numbers of continuous factors
6f 8f 10f 12f 20f
4f …
NOTE: Number of factors need not be even
…
64 256 1024 4096 1M+
16
Number of corners in design space
…
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Use Easy DOE Second Time with a few Changes
3-response, 4-factor, trade-space analysis and optimization example
MoP = Measure of Performance
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Go to JMP 17…
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Key Features of Easy DOE
• End-to-end coverage of every step of experimentation.
• Streamlined experience through tailored elements in a
new user interface.
• Guided mode for novice experimenters (default) and
Flexible mode for more demanding situations.
• Comprehensive summary report is automatically written
based on the current state of the experiment.
• Save your work at any time and return to the same point.
• Easily share experiments with others.
JMP 17 makes it easier for everyone to experiment
Developer Tutorial: Easy DOE – Expertly Guiding Users Through Designing an Experiment
Copyright © JMP Statistical Discovery LLC. All rights reserved.
Backup Slide
Copyright © JMP Statistical Discovery LLC. All rights reserved.
When
≥ 5f
and…*
When
≤ 4f
Model Choice #2 in Easy DOE
applies an algorithm to factor choices &
generates a DSD when appropriate *
* Definitive Screening Design is created for as few as 5
factors, provided that at least 3 are continuous, and no
more than 3 are categorical at 2-levels. If a categorical
at ≥ 3-levels or a discrete numeric factor is used, then
design will NOT be a DSD.
DSD has potential to support a
response surface model if only
a few factors are important.
Projection of 5 or
more factor DSD
into 3 factors

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Easy DOE 14Apr2023 final-b.pdf

  • 1. Copyright © JMP Statistical Discovery LLC. All rights reserved. Easy DOE - New in JMP 17 Tom Donnelly, PhD, CAP Principal Systems Engineer JMP Defense & Aerospace Team tom.donnelly@jmp.com Mastering JMP April 14, 2023
  • 2. Copyright © JMP Statistical Discovery LLC. All rights reserved. Outline • Why Easy DOE? – Key Features • Why DOE? • 1st example use of Guided Easy DOE • Review important concepts in the Guided Easy DOE process • 2nd example use of Guided Easy DOE
  • 3. Copyright © JMP Statistical Discovery LLC. All rights reserved. Why Easy DOE? - Key Features • End-to-end coverage of every step of experimentation. • Streamlined experience through tailored elements in a new user interface. • Guided mode for novice experimenters (default) and Flexible mode for more demanding situations. • Comprehensive summary report is automatically written based on the current state of the experiment. • Save your work at any time and return to the same point. • Easily share experiments with others. JMP 17 makes it easier for everyone to experiment Developer Tutorial: Easy DOE – Expertly Guiding Users Through Designing an Experiment
  • 4. Copyright © JMP Statistical Discovery LLC. All rights reserved. Why use DOE? QUICKER ANSWERS, LOWER COSTS, SOLVE BIGGER PROBLEMS, MAKE BETTER INFORMED DECISIONS • More rapidly answer “what if?” questions • Identify important factors when faced with many • Do sensitivity and trade-space analysis • Optimize across multiple responses • By running efficient subsets of all possible combinations, one can – for the same resources and constraints – solve bigger problems • By running sequences of designs one can be as cost effective as possible and run no more trials than needed to get a useful answer
  • 5. Copyright © JMP Statistical Discovery LLC. All rights reserved. Use Easy DOE 3-response, 4-factor, trade-space analysis and optimization example
  • 6. Copyright © JMP Statistical Discovery LLC. All rights reserved. Last page of Report shows Prediction Profiler after pressing Optimize button & meeting all requirements
  • 7. Copyright © JMP Statistical Discovery LLC. All rights reserved. The DOE Report Factor info Response info Initial model Design w/ response values & factor settings Final model parameter estimates
  • 8. Copyright © JMP Statistical Discovery LLC. All rights reserved. Excluded terms Residual plots Actual vs. Predicted plots
  • 9. Copyright © JMP Statistical Discovery LLC. All rights reserved. Use Easy DOE 3-response, 4-factor, trade-space analysis and optimization example
  • 10. Copyright © JMP Statistical Discovery LLC. All rights reserved. Go to JMP 17…
  • 11. Copyright © JMP Statistical Discovery LLC. All rights reserved. Easy DOE Demo ✓ Start with the end…presenting DOE results interactively to decision makers ✓ Recreate the “Why DOE?” example using Easy DOE platform • Introduce the 6-step DOE Process implemented in the Easy DOE interface • Review factor types supported and model choices • Again, use Guided Easy DOE process for slightly more complex 3-response, 4-factor, trade-space/optimization example using new .jmpdoe file. 1. Define 2. Specify 3. Design 4. Data Entry 5. Analyze 6. Predict Report
  • 12. Copyright © JMP Statistical Discovery LLC. All rights reserved. 6-Step DOE Process Two Modes Propose 1st or 2nd order? Ranges & specs require SME* Same 6 Steps plus a Report *Subject Matter Expert
  • 13. Copyright © JMP Statistical Discovery LLC. All rights reserved. Quadratic model is not much bigger than Interaction model. If you have continuous factors, choose full 2nd order, Quadratic y = a0 + a1x1 + a2x2 For k factors there are k main effects 3-factor Linear Model has 4 terms (8 corners) 6-factor Linear Model has 7 terms (64 corners) 10-factor Linear Model has 11 terms (1K corners) 20-factor Linear Model has 21 terms (1M corners) y = a0 + a1x1 + a2x2 + a12x1x2 For k factors there are k(k-1)/2 interaction effects 3-f Interaction Model has 7 terms (2X ME) 6-f Interaction Model has 22 terms (3X ME) 10-f Interaction Model has 56 terms (5X ME) 20-f Interaction Model has 211 terms (10X ME) y = a0 + a1x1 + a2x2 + a12x1x2 + a11x1 2 + a22x2 2 For k factors there are k squared effects 3-f Quadratic Model has 10 terms (2.5X ME) 6-f Quadratic Model has 28 terms (4X ME) 10-f Quadratic Model has 66 terms (6X ME) 20-f Quadratic Model has 231 terms (11X ME) 1st Order 2nd Order 2nd Order If no squared terms, then optimum can ONLY be a corner!
  • 14. Copyright © JMP Statistical Discovery LLC. All rights reserved.
  • 15. Continuous Factors are infinitesimally adjustable over a range. One can finely turn a control knob to adjust the setting. Examples (Clockwise) are Time, Temperature, Speed, RPM, and Pressure
  • 16. Categorical Factor: Vendor Order doesn’t matter. Interpolation makes no sense. L1 L2 L3
  • 17. Categorical Factor: Vendor Order doesn’t matter. Interpolation makes no sense. L1 L2 L3
  • 18. 18-8 Stainless Steel Pros and Cons As already mentioned, 18-8 grade stainless steel is celebrated for its superior corrosion resistance. However, it is known to show signs of corrosion when exposed to chlorides, such as salt. Therefore, it is not the ideal stainless steel to use for marine applications. On the upside, 18-8 grade stainless steel properties include the fact that it can be bent and molded without it having an effect on its overall strength and durability. This type of stainless steel is also not only extremely budget-friendly, but it also requires little to no maintenance. 18-8 stainless steel yield strength is also impressive. Categorical Factor: Grade of Stainless Steel Order potentially matters Ordinal Ranking makes sense 304 Stainless Steel Pros and Cons The main benefit is that 304 stainless steel is usually considered to be one of the strongest of the mild steels available on the market. It boasts a respectable level of resistance to corrosion and is much easier to mold than its 316 stainless steel alternative. However, like 18-8 grade stainless steel it is vulnerable to corrosion when exposed to salt water. 316 Stainless Steel Pros and Cons 316 stainless steel boasts a higher strength and durability than 304 stainless steel. It also has a higher level of corrosion resistance, including when exposed to salt water. It performs well against pitting and is also resistant to caustic chemicals. As mentioned above, however, 316 stainless steel is less malleable than 304 stainless steel. It is also substantially more expensive. L1 L2 L3 Categorical Factor: Vendor Order doesn’t matter. Interpolation makes no sense. L1 L2 L3
  • 19. Categorical Factor: Vendor Order doesn’t matter. Interpolation makes no sense. Discrete Numeric Factor: Diameter Order does matter. Interpolation makes sense. Bolt diameters are only available in whole millimeters between 3 & 16, with no option for 9, 11, 13, & 15 mm. For range of 7 to 10, mid point is 8.5. Only “mid” level is 8 mm which is unevenly spaced between ends. For range of 10 to 16, mid point is 13. Only “mid” levels are evenly spaced, 12 & 14 mm. L1 L2 L3 Designs like a categorical factor, but models as continuous
  • 20. Copyright © JMP Statistical Discovery LLC. All rights reserved. Model Choices in Easy DOE As complexity supported increases, so do the number of runs SCREENING • Less complex (fewer runs) • More robust (usually ≈1.5X runs) – When conditions are appropriate – designs for this choice include mid- levels for continuous factors PREDICTION • Less complex (fewer runs) • More robust (1.3X or fewer runs) – Design will have mid-levels for continuous factors supporting optima that are not in corners!
  • 21. Copyright © JMP Statistical Discovery LLC. All rights reserved. Model Choices in Easy DOE As complexity supported increases, so do the number of runs
  • 22. Copyright © JMP Statistical Discovery LLC. All rights reserved. Model Choices in Easy DOE Number of runs for increasing numbers of continuous factors 6f 8f 10f 12f 20f 4f … NOTE: Number of factors need not be even … 64 256 1024 4096 1M+ 16 Number of corners in design space …
  • 23. Copyright © JMP Statistical Discovery LLC. All rights reserved. Use Easy DOE Second Time with a few Changes 3-response, 4-factor, trade-space analysis and optimization example MoP = Measure of Performance
  • 24. Copyright © JMP Statistical Discovery LLC. All rights reserved. Go to JMP 17…
  • 25. Copyright © JMP Statistical Discovery LLC. All rights reserved. Key Features of Easy DOE • End-to-end coverage of every step of experimentation. • Streamlined experience through tailored elements in a new user interface. • Guided mode for novice experimenters (default) and Flexible mode for more demanding situations. • Comprehensive summary report is automatically written based on the current state of the experiment. • Save your work at any time and return to the same point. • Easily share experiments with others. JMP 17 makes it easier for everyone to experiment Developer Tutorial: Easy DOE – Expertly Guiding Users Through Designing an Experiment
  • 26. Copyright © JMP Statistical Discovery LLC. All rights reserved. Backup Slide
  • 27. Copyright © JMP Statistical Discovery LLC. All rights reserved. When ≥ 5f and…* When ≤ 4f Model Choice #2 in Easy DOE applies an algorithm to factor choices & generates a DSD when appropriate * * Definitive Screening Design is created for as few as 5 factors, provided that at least 3 are continuous, and no more than 3 are categorical at 2-levels. If a categorical at ≥ 3-levels or a discrete numeric factor is used, then design will NOT be a DSD. DSD has potential to support a response surface model if only a few factors are important. Projection of 5 or more factor DSD into 3 factors