Statistics in ASTM Standard Test Method Development, Application, and Quality Assurance

    Early Bird Fee: $1,395.00

    Price: $1,550.00

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    West Conshohocken, PA

    3/17/2020 - 3/19/2020

    ASTM Headquarters
    100 Barr Harbor Drive
    West Conshohocken, PA 19428


    Number of Attendees

    West Conshohocken, PA

    5/27/2020 - 5/29/2020

    ASTM Headquarters
    100 Barr Harbor
    West Conshohocken, PA 19428


    Number of Attendees

    West Conshohocken, PA

    11/10/2020 - 11/12/2020

    ASTM Headquarters
    100 Barr Harbor
    West Conshohocken, PA 19428


    Number of Attendees

    Early Bird Discount

    ASTM automatically applies a discount of 10% when participants register 60 days prior to the start of the class.
    *After the early bird period expires, registrations are subject to standard pricing.

    About the Course

    This course provides detailed methodology on how to set up Statistical Control Charts relevant to test method performance monitoring over time as per ASTM D6299. The course begins with an overview of the importance of data trustworthiness as a key business driver, followed by understanding common cause variation between test results using Statistical Thinking. Precision fundamentals, Industry standard test method precision performance metrics such as repeatability, reproducibility, site precision, and associated business applications will be presented in detail as the first topic, to serve as a foundation upon which the Statistical Control Charts methodology are based on. Bias fundamentals, along with use of Statistical Control Charts and other statistical techniques for assessing and monitoring laboratory bias over time versus industry, will be covered in detail, followed by an overview of relative bias between test methods as the final topic. The course will be conducted in a classroom setting, with hands-on web-based exercises for the set up and maintenance of statistical control charts, using example data from a variety of quality control testing results. Special techniques dealing with quality control material transition, accrual of control chart statistics over time, non-normal data, and inadequate measurement resolution will be covered.

    Learning Outcomes

    By the end of this course you should be able to:

    • Articulate the core principles and concepts associated with statistical 'thinking'
    • Explain the concepts and differences for test method repeatability, reproducibility, site precision
    • Explain the concepts and differences between absolute and relative bias for test methods
    • Assess single lab bias relative to CRM and ILCP Performance
    • Apply D6708 principles to assess relative bias between two test methods
    • Apply ASTM repeatability, reproducibility, site precision, and bias to make product quality compliance decisions
    • List the implicit assumptions when using these quality metrics to judge the trustworthiness of test results
    • Articulate the concepts and differences between false alarms and missed signals
    • Quantify the statistical confidence and risks associated with the decisions based on measurement data
    • Explain the primary purpose of a control chart
    • Articulate the basic premise, statistical bases and limitations of a control chart
    • Outline the steps associated with setting up and regular use of control charts
    • Construct I / MR / EWMA control charts as per ASTM D6299
    • Set decision limits based on concepts of false alarms and missed signals
    • Examine control charts and decide on the in-control status of a test method
    • Statistically combine the cumulated control chart data to obtain long term test method performance baselines
    • Design a quality control program for test method performance surveillance for precision and bias monitoring
    • Avoid the common errors and misconceptions associated with statistical control chart set up & operation

    Who Should Attend

    • Lab technicians
    • Lab QA/QC personnel
    • Lab managers
    • Personnel involved with product quality assurance and regulatory compliance testing
    • Process Analyzer and Control engineers involved with production planning and optimization

    Course Description

    Registration: 8:00 am-8:30 am on 1st day

    Class: 8:30 a.m.-4:30 p.m. on all 3 days

    Laptops will be required for the in class activities


    Since trustworthy measurement data is a fundamental enabler to all aspects of business improvement, having a fundamental understanding of testing precision, bias (absolute and relative), data quality, how to design and execute control chart work processes to ensure data quality, and the implicit uncertainties associated with measurement data can significantly enhance business process improvement initiatives. Understanding test method performance behavior from control charts can lead to correct decisions as to when to adjust and when not to adjust test methods or process control strategies. Use of control charts to monitor testing performance and apply pre-emptive just-in-time failure-prevention actions can improve laboratory and field operations efficiency, reduce waste, and assure the test data produced are fit-for-use and defensible. Understanding of test method precision and bias enables release of product with confidence at optimal production cost.

    Day 1

    • Understanding Variation in Measurements
    • Statistical Thinking Principles and Concepts
    • Precision Fundamentals
      • Overview of the Normal distribution and standard deviation concepts
      • Statistical bases and interpretation of test method repeatability (r), reproducibility (R), and site precision (R')
      • How ASTM test method r & R are estimated using ILS
      • Simple applications of r, R, R'

    Day 2

    In Statistical Control & Control Chart Fundamentals

    • Data quality & site precision (R') basics
    • The primary purpose of a control chart
    • The basic premises & statistical bases of a control chart
    • Concepts of false alarm versus missed signal, and power of detection
    • Limitations of a control chart
    • Set up and regular use of control charts
      • Hands-on exercises on control chart set up
      • Hands-on exercises on control chart maintenance: what to do with the cumulated control chart data
      • Group participation on control chart interpretation
    • QC material transition from one batch to another
    • How to handle non-normal data
    • General Q & A Wrap Up for Day 1and 2

    Day 3

    Bias Fundamentals

    • Various forms of Bias
    • Site Expected Value (SEV) & Accepted Reference Value (ARV)
    • Bias assessment for a laboratory
    • How to interpret ASTM ILCP outputs
    • Relative Bias between methods (different lab test methods, lab versus process analyzers)
    • Principles of D6708: regression with errors X and Y; lack of fit, insufficient variation, residual analysis
    • Basic bias-correction schemes in ASTM D6708 & information required to perform D6708 assessment
    • Application Examples of D6708 - assess two lab test methods, single lab method versus process analyzer
    • Understanding Sample-specific Bias
    • Relative Bias Management Work Processes and tools

    Finale wrap up

    Referenced Documents

    • ASTM D6299-18 - Standard Practice for Applying Statistical Quality Assurance and Control Charting Techniques to Evaluate Analytical Measurement System Performance
    • ASTM D6708-18 - Standard Practice for Statistical Assessment and Improvement of Expected Agreement Between Two Test Methods that Purport to Measure the Same Property of a Material
    • ASTM D3764-15 - Standard Practice for Validation of the Performance of Process Stream Analyzer Systems

    Fee Includes

    • Referenced documents (listed above)
    • Course notes
    • Certificate of Attendance
    • 2.1 CEUs (Continuing Education Units)
    • Lunch and coffee breaks

    About the Instructor

    Alex T. Lau is the Chair of ASTM D02.94 Subcommittee on Quality Assurance and Statistics, D02.01.0B on Precision, and Vice Chair of Subcommittee D02.25 on Validation of Process Stream Analyzer Systems. He has 35 years experience in the Petroleum Refining Industry. An ASTM International member since 1990, he is also an active member of Committees E11 on Quality and Statistics. He retired from Imperial Oil, Canada (an ExxonMobil affiliate), and formed his own consulting company (TCL-Consulting). His career focus specialized in gasoline and diesel fuel blending, direct blend to pipeline and ships, on-line process analyzer applications, statistical techniques for quality assurance and process improvement, development and implementation of industry standards.

    He is the recipient of the ASTM International Award of Merit, ASTM D02 Scroll of Achievement, and several Awards of Excellence. Lau was cited "for outstanding contributions in Committee D02 on Petroleum Products and Lubricants and Coordinating Subcommittee D02.94 on Quality Assurance and Statistics toward standards development, both as an individual contributor and leader."

    He graduated from the University of Toronto with a Bachelor's degree in Applied Science and Engineering Physics. Outside of ASTM International, Lau is a member of the Professional Engineers of Ontario (PEO) and the American Society for Quality (ASQ). He is a registered Professional Engineer in Ontario, Canada, and an ASQ Certified Quality Engineer. He is also the Convener of ISO TC28 / WG2 on Statistics.

    About Sponsoring Committee

    Organized in 1898, ASTM is one of the world's largest voluntary standards development organizations. ASTM standards have grown to be among the world's most widely used and accepted documents. The 82-volume Annual Book of ASTM Standards contain 11,000 standards written by 34,000 members on our 140 technical committees. Committee D02 on Petroleum Products, Liquid Fuels, and Lubricants developed the standards used in this course. For more information, contact Alyson Fick at (610) 832-9710 or go to our D02 technical committee page.

    Questions About This Training Course

    For information on this training course, please contact Training or call (610) 832-9695.

    Attention: Professional Engineers

    Professional Engineers, if your state has a continuing education requirement for license renewal, ASTM training courses should count towards your Continuing Professional Competency (CPC) Professional Development Hour (PDH) requirement.

    On-Site Training Available

    ASTM can bring this course to your site for groups. Onsite training courses can also be tailored to meet your specific needs. For more information, please contact sales here or call 1-877-909-ASTM.

    How Learning will be assessed

    Learning will be assessed through a series of question and answer sessions.

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