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Bibliography

Every method-family page in the Reference cites one or more of these. The methods are pinned to these sources, and the test suite checks each one against them.

Primary standards and texts

  • Montgomery, D. C. Introduction to Statistical Quality Control. Wiley. Capability indices, the control-chart constants, the variables and attributes chart families, EWMA and CUSUM, acceptance sampling, and DPMO/sigma. mfgQC's primary build oracle for SPC and capability.

  • AIAG. Measurement Systems Analysis (MSA) Reference Manual, 4th ed. Automotive Industry Action Group, 2010. The ANOVA gage R&R decomposition, the part by operator interaction pooling rule, the %study and %tolerance metrics, the number of distinct categories (ndc), and the bias, linearity, and stability studies.

  • Western Electric Co. Statistical Quality Control Handbook. Western Electric Company, 1956. The original Western Electric rules (zone tests) for detecting non-random patterns on a control chart.

  • Nelson, L. S. (1984). "The Shewhart Control Chart, Tests for Special Causes." Journal of Quality Technology, 16(4), 237-239. The eight Nelson rules.

Non-normal capability

  • Box, G. E. P., & Cox, D. R. (1964). "An Analysis of Transformations." Journal of the Royal Statistical Society, Series B, 26(2), 211-252. The Box-Cox power-transformation family.

  • Clements, J. A. (1989). "Process Capability Calculations for Non-Normal Distributions." Quality Progress, 22(9), 95-100. Percentile-based capability using Pearson curves.

  • Johnson, N. L. (1949). "Systems of Frequency Curves Generated by Methods of Translation." Biometrika, 36(1/2), 149-176. The Johnson system of distributions used for normalizing transforms.

Design of experiments

  • Lawson, J. Design and Analysis of Experiments with R. CRC Press. Factorial design generation, effect analysis, and alias structure. mfgQC's DOE build oracle.

  • Box, G. E. P., Hunter, J. S., & Hunter, W. G. Statistics for Experimenters. Wiley. Factorial and fractional-factorial generators and the defining relation.

  • Lenth, R. V. (1989). "Quick and Easy Analysis of Unreplicated Factorials." Technometrics, 31(4), 469-473. The pseudo standard error (PSE) method for judging effects in an unreplicated design.

Hypothesis testing and power

  • Cohen, J. (1988). Statistical Power Analysis for the Behavioral Sciences, 2nd ed. Lawrence Erlbaum. Effect-size conventions (d, f) and power analysis via the noncentral distributions.

Measurement agreement

  • Landis, J. R., & Koch, G. G. (1977). "The Measurement of Observer Agreement for Categorical Data." Biometrics, 33(1), 159-174. The kappa benchmark scale used to read attribute-agreement results.

Reliability

  • Meeker, W. Q., & Escobar, L. A. Statistical Methods for Reliability Data. Wiley. Life-data analysis with censoring, maximum likelihood, and likelihood-ratio confidence intervals.

  • ISO 281. Rolling bearings, Dynamic load ratings and rating life. The L10 basic rating life and the load-life exponents.

Acceptance sampling

  • ANSI/ASQ Z1.4. Sampling Procedures and Tables for Inspection by Attributes. AQL-indexed attribute plans, inspection levels, and the normal, tightened, and reduced switching rules.

  • ANSI/ASQ Z1.9. Sampling Procedures and Tables for Inspection by Variables for Percent Nonconforming. The variables sampling plans (k-method and M-method).

Bayesian methods

  • Gelman, A., Carlin, J. B., Stern, H. S., Dunson, D. B., Vehtari, A., & Rubin, D. B. Bayesian Data Analysis, 3rd ed. (BDA3). CRC Press, 2013. mfgQC's primary Bayesian build oracle: the Normal-Inverse-\(\chi^2\) conjugate model and its marginals (§3.3), Beta-Binomial (§2.4) and Gamma-Poisson (§2.6) attribute models, hierarchical Normal pooling (§5.4), censored and truncated likelihoods (§8.7), and posterior-predictive checks (§6.3).

  • Hoff, P. D. A First Course in Bayesian Statistical Methods. Springer, 2009. Conjugate prior elicitation and the reading of \((\kappa_0, \nu_0)\) as an equivalent prior sample size (§5.5); the Gamma-Poisson and two-group worked examples used as correctness oracles.

  • Colosimo, B. M., & del Castillo, E. (eds.) Bayesian Process Monitoring, Control and Optimization. Chapman & Hall/CRC, 2007. The Bayesian process-monitoring and short-run control-chart framing.

  • O'Hagan, A., Stevens, J. W., & Campbell, M. J. (2005). "Assurance in clinical trial design." Pharmaceutical Statistics, 4(3), 187-201. The assurance (Bayesian sample-size) framing adapted for the capability-demonstration calculation.

Independent correctness sources

  • NIST/SEMATECH. e-Handbook of Statistical Methods. itl.nist.gov/div898/handbook
  • NIST. Statistical Reference Datasets (StRD). itl.nist.gov/div898/strd
  • R qcc package. Scrucca, L. (2004). "qcc: an R package for quality control charting and statistical process control." R News, 4/1, 11-17.
  • R SixSigma package. Cano, Moguerza & Redchuk, Six Sigma with R. Springer, 2012.