Manual de Usuario - Infinity QS Started Guide.pdf

ProFicient Getting Started Guide

Document Number: SPC2006-1 (July 21, 2006)

The information contained in this document is subject to change without notice and does not represent a commitment on the part of InfinityQS International, Inc. This manual and the software described herein are furnished under the terms of the accompanying license and non-disclosure agreement. The software may be copied only in accordance with the terms of the agreement. It is a violation of Federal law to copy this manual or software onto any medium except as specifically allowed in the license or non-disclosure agreement.

Copyright © 2006 InfinityQS International, Inc. All rights reserved.

InfinityQS International, Inc. InfinityQS, ProFicient, InfinityQS SPC, InfinityQS SPC Enterprise Edition, InfinityQS SPC Standard Edition, InfinityQS GTS, InfinityQS MSA and InfinityQS RTI are trademarks or registered trademarks of InfinityQS International, Inc.

Registered Trademark ® InfinityQS International, Inc. All rights reserved.

Microsoft, MS-DOS, Excel, Access, Word, Windows, Windows 95/98/Me/2000/XP and Windows NT are trademarks of Microsoft Corporation. Other brands and product names are trademarks of registered trademarks of their respective holders. Use of these and other trademarks should not be construed as infringement on such marks.

Sales and Marketing:

Telephone: (800) 772-7978 or (703) 961-0200 Facsimile: (703) 961-1923 E-mail: [email protected] Internet: http://www.infinityqs.com

Technical Support:

Telephone: (877) 772-7978 or (703) 961-0200 Facsimile: (703) 961-1923 E-mail: [email protected] Internet: http://www.infinityqs.com

Contents Introduction ...............................................................................................................1

Feature List of InfinityQS ProFicient Applications.............................................2 What’s New in ProFicient ....................................................................................3 Getting Assistance................................................................................................9

Upgrade Procedures................................................................................................11 About Upgrading................................................................................................11

Installation ...............................................................................................................17 System Requirements .........................................................................................17 Database Requirements ......................................................................................18 InfinityQS Applications .....................................................................................19 Installation Utility ..............................................................................................23 Licensing ............................................................................................................31 Concurrent User License Upgrade .....................................................................36

Set Up Example – From Start to Finish.................................................................37 Creating a Database............................................................................................37 Creating a Project ...............................................................................................39 Adding Specification Limits ..............................................................................43 Adding Data .......................................................................................................44 Chart Review and Validation .............................................................................46

Industry Examples ..................................................................................................51 Setting Up.................................................................................................................53

Overview ............................................................................................................53 Creating a Database............................................................................................54 Creating a Data Source and Associating to the Database...................................54

Organizing a Database ............................................................................................61 Understanding the Part-Process-Test-Descriptor Relationship ..........................62 Establish a Company-Wide Database Structure and Naming Convention.........63 Types of Database Tables...................................................................................63

Creating Projects .....................................................................................................67 Data Entry Configuration ...................................................................................68 Creating Charts and Selecting Data....................................................................80 Creating Toolbar Buttons .................................................................................104

Glossary of Terms .................................................................................................109 Index .......................................................................................................................117

Introduction 1

Introduction

Congratulations! You are about to run the most trusted and powerful real-time quality control and SPC software on the market, InfinityQS ProFicient.

All InfinityQS applications are 100% ODBC (Open Database Connectivity) compliant. As such, all data are written to an external relational database such as Access, Oracle, SQL Server or any other ODBC compliant database. Everything is stored in the database: specification limits, control limits, part numbers, machine numbers, test characteristics, gages, employee information, security levels—everything. InfinityQS uses no external files to store data.

InfinityQS ProFicient is the flagship of the InfinityQS International line of products. It is used to track and monitor variable and attribute characteristics using control charts and other statistical analysis tools. The application is available in two varieties, ProFicient Enterprise Edition and ProFicient Standard Edition. For those evaluating the software, ProFicient Enterprise Edition will be installed.

InfinityQS ProFicient Getting Started 2

Feature List of InfinityQS ProFicient Applications

InfinityQS ProFicient Standard Edition Multilingual (user-based preferences)

Customizable Alarm Notification Rules

Automatic Email Notification

Single-Click Posting to Minitab, Excel, JMP, Notepad, WordPad plus other ASCII compatible applications.

Unlimited Tag (traceability) Fields

Pre-Control Chart

Variable Control Charts

X-bar, Individuals, Median, Range, Sigma and Moving-range

Target, Nominal, Process Mean, Short Run and Standardized Processing

Group, EWMA, Wandering Mean, and CUSUM

%CV Chart Attribute Control Charts

p, np, c, u, DPMO. DPTO, PPM, PPT

Traditional and Standardized Processing

Group, EWMA, Wandering Mean, CUSUM, and CUSUM AQL Processing

Economic Control Chart™

View Data Chart

Capability Analysis (normal / non-normal)

Unlimited Linking to OLE Documents

Multi-Level Pareto Analysis (Variable and Defects Data)

Varying Subgroup Sizes on Variables Control Charts

Process Event Tracking and Reports

Multi-Level Pareto Analysis (Process Events)

Full support of FDA's 21 CFR Part 11

Reason for Change Tracking

Change History Report

Import Utility (ASCII delimited data)

Gage Server Utility

SPC Merge Utility

SPC Transfer Utility

Account Reset Utility

Account Lock Utility


InfinityQS ProFicient — Enterprise Edition

Contains all the Standard Edition features, plus:

Web Publishing and Automatic Scheduler

SPC Monitor

Lot Genealogy

EWMA Overlay

Running Average Overlay

Trend Analysis

Multi-Level Box & Whisker Plots

Capability Report

Scatter Plots

True Position Charts

Q-Q Plot

Normal Probability Plot

Autocorrelation Analysis

What’s New in ProFicient Welcome to the newest version of the InfinityQS product line – ProFicient. Several major enhancements have been added for the ProFicient release. Some of the more significant improvements include:

The Installation system has been revised to improve the user experience for first time installations and upgrades

Job Controlled Data Entry allows linkage to descriptive information that is job specific.

Corporate Hierarchy functionality allows users to limit visibility of system data.

A Performance Buffer allows improved database access.

The Numbering Format has been updated to accept both US/English and European/Asian uses of commas and periods as separators.

This document details the improvements and upgrades that are most visible to the user.


Installation

In general the InfinityQS installer has been reworked to reduce the complexities of installing InfinityQS products. With the new installer, no more than 10 steps are required, even when performing a Multi-user Installation.

The Remote Components feature is no longer supported. Instead, application and library files (components) are installed to each workstation. This was necessary to address computer registration issues that were encountered in previous builds.

Using the Installer’s “Silent Installation” feature, multiple workstations can have InfinityQS installed without the need to step through the installation wizard every time.

Private and Public folder locations can be configured for certain types of installations.

System and Workstation Configuration Settings are converted from previous builds into the new release.

SPC

Job Controlled Data Entry

Job controlled data entry has been added. Job Controlled Data Entry allows users to link descriptive information to a specific Job. This ‘linked’ information can then be used to reduce the amount of manual selection required during data entry. Additionally, since version 2000, InfinityQS has offered users the ability to customize the language files which allows one to change the term “job” to something that is more applicable to a specific environment, such as “work order #”, “tracking ID”, or any other applicable. Most types of “descriptive” information can be linked to a job. This includes user-defined descriptors, parts, processes and lots. The illustration below highlights how the linked information links to the Job item:


The descriptors above are denoted with as single classification. This classification refers to the fact that for any user-defined descriptor, a single value can be defined, i.e. descriptor 1 may be the customer name. Other elements may be identified as being a multiple classification. This classification refers to the ability, for example, to define 2 or 3 valid processes that may be used can use for a particular operation. If multiple items are assigned, the users will see a pick list of only the valid items during data entry.

Corporate Hierarchy ProFicient’s Corporate Hierarchy functionality allows the user to limit visibility into their system’s data. This feature is useful for databases containing data for multiple companies, multiple divisions, multiple sites, etc. If the default settings, which allow everyone to access all data, are not favorable, Corporate Hierarchy provides a solution. Corporate Hierarchy is only controlling which data can be seen by which employees. Security roles must still be utilized to define what one can do with the data (that is visible). By utilizing both elements, data can now be restricted in an extremely flexible manner.

The following example illustrates the flexibility provided by Corporate Hierarchy.



The Divisional Quality Manager for the Plastics Division of ABC Company is able to see all of the data for both the New York, NY site, as well as the Seattle, WA site.

The General Manager for the New York, NY manufacturing facility of ABC Company is able to see all of the data within the New York, NY site. Additionally, by preventing access into the Seattle, WA site data, the NY general manager will never see the processes or process data from any site other than the NY site. Plus, this feature allows one to take full advantage of the available charts without being required to “filter” out processes from other sites.

The Production Department Manager for the New York facility of ABC Company is able to see all of the data for both production areas in the NY site. Additionally, by preventing access into the Shipping or Final Inspection Department data, the production department manager will never see processes or even process data from any other department, yet allowing one to take full advantage of the available charts without being required to “filter” out processes from any other department.


Performance Buffer

ProFicient’s performance buffer allows a user to improve database access performance by keeping a copy of “recent” subgroup data in dynamic buffer for faster access. The time window for the performance buffer defaults to fourteen (14) days. The number of days is user-configurable within the Database Manager’s Security Policy from 1 to 30 days.


Data Numbering Formats

ProFicient uses regional number format settings. This allows the comma – period separators to be set based on the region where the computer is being used. ProFicient will automatically change the separators on individual workstations for users in global corporate settings.

Getting Assistance InfinityQS applications include a comprehensive on-line Help System that can be accessed from any of the applications by pressing F1, clicking the “?” button or from the Help menu.

Using the Help System The Help System is context sensitive for the active window. For example, when the Print window is displayed, pressing F1 provides information associated to all fields within the Print window. Within the Help System, users can select the Search button to locate other help topics.

Technical Support Contact your local distributor/representative or InfinityQS for support options and to obtain an annual support agreement. Technical Support can be reached via telephone at (877) 772-7978 between the hours of 8:00am and 7:00pm EST.

Training InfinityQS offers monthly public courses, and upon request, in-plant courses. Public courses are open to all customers. The basic class lasts three days and is held at our corporate offices in Chantilly, Virginia. In-plant courses are held at your company and vary in length from three days to five days. Contact our office to schedule an in-plant course for your company. Training courses are designed for individuals who maintain InfinityQS. They are not intended for shop floor data entry personnel unless those same people will be configuring the system. In general, the course includes terminology specific to InfinityQS—all aspects of the database, configuring data entry methods, creating different types of charts, using Process Actions to monitor Alarm Notifications, setting up gages and more. To schedule training, contact your local InfinityQS distributor/representative, call our office at (800) 772-7978, or visit our website at www.infinityqs.com for details.

Upgrade Procedures 11

Upgrade Procedures

About Upgrading InfinityQS Release 2000, 2002, and 2004 can be upgraded to the ProFicient Release. Furthermore, the ProFicient release may coexist on the same machine as previous releases. Once an acceptable evaluation is completed between the new and old release, the old release may then be uninstalled.

Note: Projects and Databases that are converted to the ProFicient version cannot be used by prior versions of InfinityQS.

Backup During installation, prior system settings are automatically transferred to the ProFicient release. However, as a precautionary measure, it is important to backup the following information prior to upgrading. The local and network folders that hold the InfinityQS files should be found and noted so all previous settings can be located and used, if necessary, when upgrading to ProFicient.

Located in the < \InfinityQS International\SPC Suite 2004\InfinityQS Private > directory:

iiRTIxx.cfg: This file contains configuration information for the RTI utility.

iiXFER.ini: This file contains information about applications available when using the >>send command.

iiSPCEE.iwp: This file contains the scheduling information for the automatic HTML publisher.

IQSMerge.ini: This file contains settings utilized by the SPC Merge Utility.

lks_gage.cfg: This file contains gage configuration information.

iedfile.ini: This file contains configuration settings for the IED Buffer file.


iiopcdc.ini, iiopc72.ini, iiopc71.ini or iiopc70.ini: These files store configuration information concerning the OPC Data Collector. Files listed may exist depending on the version of InfinityQS.

default.odc: The default location for OPC configuration information.

LKS_SYS.INI: Contains information regarding the email settings configured for the local machine.

iqs_spc.ini: This file contains information regarding lines, color settings and system level toolbar buttons.

Located in the <\InfinityQS International\SPC Suite 2004\Applications> directory:

iqs_sys.ini: This file contains system settings for InfinityQS applications.

ipjops.inf: This file contains configuration information for the IPJ Assist utility.

ipjparts.inf: This file contains configuration information for the IPJ Assist utility.

lks_gage.def: This file contains gage configuration information.

iedfile.ini: This file contains configuration settings for the IED Buffer file.

Located in the Database:

Use the database engine (SQL Server, Oracle, Informix, etc.) to backup the database prior to upgrade.

Software Upgrade

InfinityQS ProFicient is designed to coexist with older versions, provided they are both not run concurrently. Both versions will remain operational to allow proper evaluation of the new features while retaining the functionality of the existing system.

Opening projects created with prior versions of InfinityQS SPC and saving them will convert them to ProFicient version projects.

A few things to keep in mind while running two versions are:

Projects opened and re-saved with the new version will not be readable by prior versions.

The converted ProFicient database tables cannot be used by prior versions.


Gages added in one system may not automatically become available in the other.

Information in one database will not remain "synchronized" with the other database.

To install the software, follow the instructions found in the "Installation" section.

Project Upgrade

All projects from Release 2000, 2002, and 2004 will operate properly when used with InfinityQS ProFicient. Any projects created or saved with ProFicient may be usable by prior versions.

Utilities Upgrade

Configuration files utilized by other InfinityQS applications and utilities such as RTI, OPCDC, Net Process Monitor, IPJ Assist and Report Writer are readable by ProFicient As with the project files; configurations re-saved with ProFicient are no longer usable by prior versions.

Database Conversion

When converting an InfinityQS Database from a prior version, it is imperative to be logged in as the Database Owner (dbo). This is not the same as "administrative rights" or "full permissions". Unless the database is updated using the Database Owner (dbo) account, any new tables will remain hidden to everyone but the user who performed the upgrade.

Note: To ensure proper permissions are applied, IT personnel typically perform database conversions.

To Convert Database

1 Using InfinityQS ProFicient Database Manager, connect to the DSN that points to the InfinityQS Database.

2 A screen indicating that the database is an older version will appear. Select OK to continue.

3 A full screen message will confirm dbo permissions. Select OK to perform database conversion.


4 Following conversion, a message will ask if the additional tables for audit functionality should be created. Select Yes or No to create these tables or not.

System File Locations InfinityQS keeps several files on the system to retain information. During the upgrade procedure, these files will be copied into the ProFicient folders automatically. The paths for InfinityQS ProFicient system files are located in the INFINITYQS.INI file located in the <Applications> directory of the local PC.

Local Files

These files store information that remains at the workstation. In prior versions of InfinityQS, these files were located in the <Windows> directory. During the upgrade, these files will be copied to the <InfinityQS Private> directory.

Old < Windows >

New < InfinityQS Private > Comments

iiRTI03.cfg iiRTI03.cfg Saves configurations for RTI (3) iiRTI10.cfg iiRTI10.cfg Saves configurations for RTI

(10) iiRTI20.cfg iiRTI20.cfg Saves configurations for RTI

(20) iispcee.iwp iispcee.iwp Saves web publishing

configurations iiXFER.ini iiXFER.ini Defines programs available to

>>send default.odc default.odc Default OPC configuration file iiOPCDC.ini iiOPC72.ini iiOPC71.ini iiOPC70.ini

iiOPCDC.ini Saves path information for OPCDC

lks_gage.cfg lks_gage.cfg Saves gage devices for the workstation

iedfile.ini iedfile.ini Saves IED configuration information

Public (Network) Files

These files contain information concerning the operation of the applications in general. Depending on the type of install of the prior version, they may be local or system-wide. During the upgrade from 2002, these files will be copied to the <InfinityQS Public/Settings> folder.


Old <Applications>

New <Applications> Comments

ipjops.inf ipjops.inf Saves information used by the IPJ Assist utility

ipjparts.inf ipjparts.inf Saves information used by the IPJ Assist utility

Old < InfinityQS

Public/Settings >

New <InfinityQS

Public/Settings> Comments

lks_gage.def lks_gage.def.<WS> * Saves gage interface information iedfile.ini iedfile.ini.<WS> * Saves IED configuration information

*Note: The gage definition file (lks_gage.def) and IED configuration file (iedfile.ini) will automatically append the workstation name during the upgrade procedure. This provides the ability to select which file is used following the upgrade procedure.

Installation 17

Installation

System Requirements In general, any computer system that can run Microsoft Windows 2000/XP can run the current InfinityQS products. The system requirements of InfinityQS ProFicient are similar to those of Microsoft Word or Excel. The application has the following requirements:

WORKSTATION REQUIREMENTS

Minimum: Pentium or equivalent 200 MHz processor speed. Recommended: Pentium or equivalent 300+ MHz processor speed.

MEMORY REQUIREMENTS

Windows 2000/XP: 128 MB minimum, 256 MB or higher recommended

HARD DISK SPACE

50-80 MB of available hard disk space is required for installation.

DISK DRIVE

CD-ROM drive is required if installing from CD.

MONITOR

A Super VGA, with a resolution of 800 x 600 or better, is required.

OPERATING SYSTEM

Microsoft Windows 2000 or XP.

MOUSE


A mouse, or other pointing device compatible with Windows, is suggested for setup and configuration of projects.

PRINTER

A Microsoft Windows compatible graphic printer is required for making hard copy printouts.

NETWORK

Any Windows compatible network is supported.

Note: Be sure to review the system requirements for the database program to be used. Depending on the database, system requirements may increase beyond those listed above.

Database Requirements InfinityQS is an ODBC compliant suite of applications. Open Database Connectivity (ODBC) is a standard established by Microsoft that enables Windows applications to communicate with any database engine using a standard protocol.

InfinityQS runs under any ODBC compliant database from low-end formats such as Microsoft Access, to the high-end client-server databases such as Oracle, Sybase, SQL Server, Informix and Progress. Everything resides within the database including part information, processes, test characteristics, specification limits, subgroup values, comments and process events—everything!

Note: A Microsoft Access database can be created without having Microsoft Access installed on the computer. Microsoft Access is a single-tier database and is not recommended for use in multi-user network installations.

ODBC Driver In the same way each different printer requires a unique printer driver, InfinityQS requires an ODBC (database) driver for the given database engine. InfinityQS supplies Microsoft ODBC drivers for a variety of databases on the installation CD.


Database Engine

InfinityQS does not include a database engine for multi-tier databases. Most single-tier databases, however, can be created directly from Windows and require no additional software. For example, Microsoft Access databases can be created directly from the Windows operating system. To use a high-end database such as Oracle, SQL Server or Sybase, consult your Information Services (IS) department.

Note: Some database systems, such as Oracle or Sybase, do not allow Windows to create the database shell. In this situation, use the tools provided by the database manufacturer. Once the database shell is created, InfinityQS will create all required database tables.

InfinityQS Applications Depending on the options specified during installation, the program groups listed below might include some, but not necessarily all, of the following items…

Program Files

All Program Files are individually licensed by InfinityQS International, Inc.

SPC Enterprise Edition (iiSPCEE.exe)

This high-end SPC package contains a superset of features found in SPC Standard Edition and adds Box Plots, SPC Monitor, Capability Report Builder, Automatic Web Publishing, Lot Genealogy functionality and many other reporting and analysis tools.

GTS Standard Edition (iiGTSSE.exe)

The Gage Tracking and Calibration package provides the tools necessary to track gage movement and calibration information including calibration history, requirements and procedures.

MSA Standard Edition (iiMSASE.exe)

This full-featured Gage R&R Package supports both the Range and ANOVA methods as defined by AIAG (QS-9000).


Net Process Monitor (iiNPMSE.exe)

This tool is designed for supervisors who want up-to-date status information on all Process Events.

Real Time Importer (iiRTI03.exe, iiRTI10.exe and/or iiRTI20.exe)

RTI is used to automatically import data from external data generation devices such as CMMs and specialized test equipment. The product is sold in 3, 10 and 20 configuration modules.

OPC Data Collector (iiOPCDC.exe)

This OPC import utility is used to automatically collect data from OPC servers.

Report Writer (iiRPWSE.exe)

This product allows the generation of custom-built reports.

Program Utilities InfinityQS provides a series of extended utilities that help manage a corporate-wide implementation. By default, all utilities are selected for installation.

Database Manager (iiDBM.exe)

This versatile utility is used to configure and maintain InfinityQS database tables and to manage various administration functions.

SPC Merge (iiMerge.exe)

This tool makes it possible to merge SPC data between multiple InfinityQS databases.

SPC Transfer (iiSPCTransfer.exe)

This tool makes it possible to transfer SPC data from multiple InfinityQS databases into a single InfinityQS database.


Account Lock (iiLock.exe)

The Account Lock utility allows InfinityQS administrators and managers to lock user accounts without going through the Database Manager utility.

Account Reset (iiReset.exe)

The Account Reset utility allows InfinityQS administrators and managers to reset user passwords and unlock user accounts without going through the Database Manager utility.

Gage Server (iiGsrve.exe)

The Gage Server provides support for serial gauging devices and interfaces. Use this utility to configure serial devices to work with InfinityQS.

Import Utility (iiIMP.exe)

This utility imports external data files into an InfinityQS database.

License Utility (iiLicense.exe)

This utility shows the licensing status of all InfinityQS modules. The utility can also be used to license modules of InfinityQS software.

Fix Case Utility (iiFixCase.exe)

This utility is used to convert different capitalization on the same terms to one.

Part Import Utility (iiPartImporter.exe)

Part Revision Creator (iiPartRev.exe)

Spec Limits Import Utility (iiSpecImporter.exe)

This utility is used to import or export part specification limits to or from a text file.

IPJ Assist - (ipj_asst.exe)

The InfinityQS SPC Project Assistant is used to manage and launch InfinityQS SPC project files.


Column Gage Server (iiColGage.exe)

This tool displays a series of columns for adjusting (centering) all gauging devices defined in Gage Server.

Data Acquisition System (DAS) (iiDAS01.exe)

The InfinityQS Data Acquisition System supports automatic data acquisition from a variety of sources including Checkweigher.

Data Acquisition Drivers (iixxDAD.exe)

The InfinityQS Data Acquisition Drivers are a component of the Data Acquisition System (DAD). These drivers provide for automatic data acquisition from a variety of sources including Checkweigher (iiCWDAD.exe).

InfinityQS Wonderware™ Live Data Acquisition Driver (WWLDAD.exe)

Imports subgroup information into an InfinityQS database from Wonderware™ Live data tables. Once configured and running, WWLDAD is a fully automated subgroup data collection utility that requires no user interaction.

Documentation, Training Materials and Examples

The following items are a great source of information when getting started with InfinityQS products.

Getting Started Guide

This InfinityQS Getting Started Guide provides descriptions of application, logic and basic functionality plus assistance on quickly setting up InfinityQS ProFicient for data collection and analysis.

Training Materials

Basic and Advanced Training Manuals provide various training exercises and are viewable with Adobe Acrobat Reader.


Examples

A series of demonstration projects with their supporting databases may have optionally been installed during the installation process. Some of these projects are used in conjunction with the Basic and Advanced Training Manual exercises.

Microsoft Supplied Components

These additional setup utilities are also included on the CD. Under most operating systems, and depending on the other Windows applications already installed on the workstation, these supporting tools will typically not be required. During technical support sessions, however, the InfinityQS Support Staff may require these tools be installed on the workstation.

ODBC 4.0 Drivers

Microsoft's Open Database Connectivity is a set of libraries that provide a common interface to SQL databases.

MDAC 2.61

Microsoft Data Access Components are key technologies that enable Universal Data Access.

Installation Utility The Installation Utility is called setup.exe. It is available on the InfinityQS CD, and may also be downloaded from the InfinityQS web site www.InfinityQS.com. It is used when the InfinityQS ProFicient is installed on a computer for the first time, and used to modify existing installations. The setup.exe utility can also be used to remove the suite.

This utility is used to install ALL InfinityQS applications and utilities on the computer – not just the ones that were purchased. All applications can be previewed for up to seven days before requiring a valid license.

Prior to running the Installation Utility, the following is recommended.

Close all active programs. It is recommended that any services or background tasks (such as anti-virus programs) are also shut down.


Prior to installing InfinityQS components, check for sufficient hard disk space – 50 to 80 MB is recommended.

Warning: Depending on the Database Engine being used, additional hard disk space may be required. Check applicable documents or contact the Database manufacturer for guidance.

Installing from CD Setup.exe is located in the root folder of the InfinityQS CD. Typically, this Installation Utility launches automatically when the CD is inserted into the computer system. However, on some systems, a manual launch may be necessary.

Installing from the Web Site The most current installation file is located on the InfinityQS web site www.infinityqs.com.

1 From the home page, select the Support > Downloads link.

2 Type the Password when prompted. All customers with a current Maintenance Agreement will be provided a valid Password. If you do not know the current Password, contact the InfinityQS Technical Support Center.

3 Locate and download the latest (or desired) version.

4 After the download is complete, launch the setup.exe application to begin the InstallShield Wizard that will walk through installation of the InfinityQS applications.

Installation Types The Installation Utility accommodates three types of installations.

The Evaluation License allows prospective consumers to utilize all applications and utilities for 30 days. Following installation, an Evaluation License Key is required.

Multi-User License provides the ability to share system settings and licenses across a network. The network location of these shared files must be specified during installation.


Single-User License operates exactly as the multi-user installation with the exception that system settings are local for each PC.

Prepare for a Successful Installation

During the installation process, some decisions will need to be made as to where certain types of information will be stored. Both local computer and network security privileges jeopardize the success of the installation process.

It is recommended that, at minimum, the user signed into this computer has administrative privileges.

Please consider the following before launching the Installation Utility.

Review the EULA (End User License Agreement) that was shipped with the product. During installation, Component Selection may be requested. The first page of the EULA provides a list of the programs that were purchased.

Where will Application and Example files be stored? By default, they are copied into the \Program Files\ InfinityQS International\ ProFicient folder. Whatever the location, make sure to have full privileges to this area.

Where will Public Files reside? For Network installations, a folder must be specified on a Network drive. Create the folder if necessary and verify that files can be written to and modified within the existing folder.


First Time Installation

The following steps apply only when InfinityQS ProFicient is NOT currently installed.

1 Before the wizard starts, the Installation program evaluates the computer to see if a previous InfinityQS ProFicient installation already exists. If it does not, the wizard continues.

Warning: If the Welcome screen shows options to Repair, Modify or Remove, then the installation utility has determined that it must modify an existing installation, and these steps do not apply.


2 At the Welcome screen, click Next.

3 Read the License Agreement and click Yes.


4 Select a License Type and click Next.

5 Confirm the Application Files Folder location or click Browse... to change it. Click Next to continue.

Note: The Application Files folder defines the installation path for all installed InfinityQS Applications.

6 Component Selection is presented only for Single-User and Multi-User License Types. Include a check mark next to each InfinityQS application to install. Click Next to continue.

7 Choose Location for Public Files is presented only for Multi-User License Types. Click Browse... to specify a shared “network” location. Click Next to continue.

Note: The specified Public Folder MUST reside on a network drive.


Warning: All InfinityQS workstations MUST reference the same Public Folder. Contact your network administrator to determine this location.

8 When prompted to Check Setup Information, verify all installation details and click Next to begin the installation process.

9 A Setup Status screen is presented while files are being copied and registered to the system. The time required will depend on the components being installed.

10 An Installation Wizard Complete screen is presented indicating that the installation process has concluded. The window may indicate a reboot is required.

11 To license the application, please proceed to the Licensing section on page 31.

Modifying an Existing Build

The following steps are used to

Add or remove components

Repair an existing installation

Remove the suite entirely

This task can be performed using the CD or the downloaded setup. When the CD is inserted, the utility will start automatically. Otherwise, locate and launch the setup.exe file.

Note: The standard Add/Remove Programs feature built into the Windows Control Panel can also be used. However, the Installation CD or setup file folder may still be required.


Uninstalling

Removal of InfinityQS ProFicient is described under Modifying an Existing Build. =

Upgrading to a Newer Build

Note: This section does not apply to upgrading from an older release.

When upgrading from one build to the next (for example, from InfinityQS SPC Suite 2004, Build 1 to Build 2), the installation process is virtually automatic. Once the installation utility starts, all existing components, files and registry entries are updated.

Note: There may be situations where additional interaction is required. Refer to the documentation that was provided with the build for further assistance.


Restoring an Older Build

Re-installing older builds is not recommended. If deemed absolutely necessary, however, it is further recommended that a consultation with the InfinityQS Technical Support Center take place first. The Installation Utility will not allow an older build to be installed. Therefore, the current build must first be uninstalled.

Removing an Older Release

InfinityQS ProFicient can be installed on machines that also maintain older InfinityQS releases (i.e. InfinityQS SPC Suite 2004). If an older InfinityQS release is uninstalled, InfinityQS ProFicient will continue to operate.

Licensing Following the installation, certain InfinityQS programs must be licensed.

To evaluate any program for 30 days, an Evaluation License Key may be obtained, free of charge, by calling 800-772-7978.

For a permanent license, the EULA (End User License Agreement) that was included with your purchase provides a unique Access Code and Registration Number for each purchased program. Look on the first page of EULA under the Product Information section for this information.

Evaluation License A single Evaluation Licensing Key can be used to evaluate any InfinityQS program.

Request Evaluation Key

Follow these steps to request an Evaluation Key. An Evaluation Key file can be used to register each program with a 30-day evaluation license.

Warning: The key must be used within 7 days before it expires.

1 From the Start > Programs > InfinityQS ProFicient menu, launch the desired program, for example SPC Enterprise Edition.


2 If prompted, type a User Name and Company Name. Both fields are required. This information is included on all InfinityQS printouts. Click OK to continue.

3 At the Registration window, select Register Evaluation Copy and click OK.

4 At the Registration Information window, click Request Key Online.... This will launch the Internet browser and present the Evaluation Key Request form.

5 Complete the request form and click Request Evaluation Key. Within one business day, a License Key file will be sent to the specified e-mail address.

Note: If unable to request an Evaluation Key online or if the file is not received within the expected time frame, contact the InfinityQS Technical Support Center for assistance.

6 The application will continue to run without an evaluation key for 7 days. To continue with the evaluation while waiting for the License Key file, close the browser, click Cancel to exit the Registration Information dialog box and click Continue without Registering. Proceed with the Set Up Example – From Start to Finish section on page 37 of this guide to continue with the evaluation.

Install Evaluation Key

Once the evaluation key is received, save the file to disk. Remember the folder where it was saved.


1 From the Start > Programs > InfinityQS ProFicient menu, launch the desired program.


3 At the Registration dialog box, select Register Evaluation Copy and click OK.

4 Click Install Evaluation Key, and locate and select the IIEVAL.KEY file.

5 Repeat these steps for each product to be evaluated.

Remember: This Evaluation License Key must be used within seven days. Please make sure to run and license each product within that time frame. After applying the evaluation license, each application will operate for thirty days.


Permanent License

The EULA will include the Title of each purchased program along with its Access Code and Registration Number. The Registration Number’s License Prefix will be different for each program.

Application Title License Prefix Checkweigher Data Acquisition Driver CWDAD GTS Standard Edition GTSSE MSA Standard Edition MSASE Net Process Monitor NPMSE OPC Data Collector OPCDC Real-Time Importer RTI03, 10, or 20 Report Writer RPWSE SPC Enterprise Edition SPCEE SPC Standard Edition SPCSE Wonderware Live Data Acquisition Driver WWDAD

Note: If the EULA is missing expected items or shows incorrect concurrent user information, contact the InfinityQS Sales Center.

Follow these steps to attach a permanent license to the purchased program.

1 From the Start > Programs > InfinityQS ProFicient menu, launch the desired program.



3 Select Register Purchased Copy to continue the registration process.

4 Enter the Registration Number and click OK.

5 Click the Request Support Online button to access the InfinityQS Online Licensing web site.

6 Type Your Name, E-mail Address and a Phone Number. Click Submit Information to continue.

7 On the subsequent page enter the following…

Access Code – this number can be obtained from the EULA (End User License Agreement) document that was included with the product.


Registration Number – Set focus back to the InfinityQS application. Highlight the Registration Number and press Ctrl+C. Set focus back to the web page and press Ctrl+V to copy the value into the Registration Number field.

License Number – Copy/Paste can also be used to copy this value from the InfinityQS application.

8 Click the Get License Number button to continue.

Please follow any additional instructions presented by the Online Licensing System.

9 Close the browser and click Continue without Licensing to continue to use the program until the requested License Number is e-mailed back.

10 Each time the program is launched a request for the License Number will be presented. Once received, enter that number and click OK. Until then, click Continue without Licensing.

Fax: When Internet access is not available, use reg_form.txt. The file is located in the InfinityQS Application folder. Use any text editor (i.e. Notepad) to complete the form. Fax the form to 703-393-2211. The license will be faxed back within two business days.

Concurrent User License Upgrade When changing the number of concurrent users for any program, a new EULA (End User License Agreement) will have been shipped. To upgrade the already installed program, complete the following steps.

1 Load the appropriate InfinityQS program.

2 While pressing the Shift+Ctrl keys, select the Help > About Application… menu item.

Note: Because Shift+Ctrl was held down while the About dialog was being displayed, an extra Registration… button appears. If the button is not present, close the window and try again.

3 Click the Registration… button and follow the Evaluation License or Permanent License steps.

Set Up Example – From Start to Finish 37

Set Up Example – From Start to Finish

To validate InfinityQS ProFicient basic control chart functionality, walk through the following topics in order. They include…

Creating a Database using Microsoft Access

Adding Database Groups and Items

Creating a Project

Adding Specification Limits

Adding Data

Chart Review and Validation

Creating a Database Before any data collection can take place, a database must first be created. Typically, a company will use a database designed to manage large amounts of data, such as Oracle, SQL Server or Sybase. When practicing or just getting started, Microsoft Access is a perfectly good database platform, but Access should not be used in a full InfinityQS deployment. This example uses Microsoft Access to create the database. This exercise does not need Microsoft Access to be installed. The drivers to create Microsoft Access tables come standard with Microsoft Windows.

1 Launch Database Manager. (Start > Programs > InfinityQS ProFicient > Utilities > Database Manager).

2 From the Select InfinityQS Data Source window, select Configure.

3 From within the ODBC Data Source Administrator window, select the System DSN folder and select Add….


4 From the Create New Data Source window, highlight Microsoft Access Driver (*.mdb) from the Name list and select Finish.

5 From the ODBC Microsoft Access Setup window, type the words SPC Validation in the Data Source Name field. Select Create.

6 From the New Database window, perform the following four steps…

Type the words SPC Database.mdb in the Database Name field.

Use Directories to save the file to the desired path, or navigate to C:\Program Files\InfinityQS International\ ProFicient \Training.

Choose the Format Version 4.x.

After a path and database name has been specified, select OK.

7 An ODBC Microsoft Access Setup message box will display indicating that the database file was successfully created. Select OK.

8 From the ODBC Microsoft Access Setup window, the new database path name will be displayed in the Database field. Select OK.

9 From the ODBC Data Source Administrator, select Cancel.

10 From the Select InfinityQS Data Source window, locate and highlight SPC Validation and select OK.

11 Two red error message boxes will display. These errors are expected, because InfinityQS has detected that the specified Data Source is not properly configured with the required InfinityQS table structure. Select OK for the first message and Yes for the second message.

12 After a few moments the InfinityQS Database Manager utility will be in focus with the new database name in the title. The title bar should read InfinityQS ProFicient (DBM) – [SPC Validation].


13 An empty MS Access database containing the InfinityQS tables has now been created.

Creating a Project A project is used to add data to the database and to view data using charts. Most interaction with InfinityQS takes place within a project.

1 Launch InfinityQS SPC Enterprise Edition. (Start > Programs > InfinityQS ProFicient > Applications > SPC Enterprise Edition).

2 If prompted to log in, select Cancel.

Note: If the registration window appears, select option 3. Continue without Registering for now.

3 Select the menu command, Project > Close. In case InfinityQS had automatically logged into an unsecured database (where a Log In Prompt was not provided), this step will disconnect that database.

4 Select the menu command Project > New.

Note: If the Select InfinityQS Data Source window does not display, it indicates that InfinityQS SPC is still connected to a database. To change this, select Cancel and repeat steps 3 and 4 again.

5 From the Select InfinityQS Data Source window, select SPC Validation from the list. Select OK.

6 From the Specify Filename for New Project window, perform three steps:

Navigate to any desired folder location, or choose C:\Program Files\InfinityQS International\ ProFicient \Training.

Type the name Blue Part Exercise in the File Name field.

After the desired folder and File Name have been specified, click Save.

7 When prompted to Create a Data Entry Configuration, select Yes. The Data Entry Configuration window will be presented.

8 Within the Required Items tab, type Outside Diameter Measurements for the Data Entry Configuration Name.

9 Set the Sample Size to 3. For this exercise, do not check the Specify Sample Size during data entry option.


10 From the Part section, click the Create button. This is where the Part Group and Part Name will be added. Create a new Part Group by clicking the button. In the Part Group: Add window, type Colored Parts in the Part Group field. Ignore the Location field. Click OK.

11 In the Add Part window, type Blue Part in the Part field. Click OK. This will return you back to the main Data Entry Configuration window. The text, “Colored Parts (Blue Part)” will be displayed in the Part section.

12 From the Process section, click the Create button. This is where the Process Group and Process Name will be added. Create a new Process Group by clicking the button. In the Process Group: Add window, type Turning Center in the Process Group field. Ignore the Location field. Click OK.

13 In the Add Process window, type Lathe 167 in the Process field. Click OK. This will return you back to the main Data Entry Configuration window. The text “Turning Center (Lathe 167)” will be displayed in the Process section.

14 From the Test section, click the Create button. This is where the Test Group and Test Name will be added. Create a new Test Group by clicking the button to the right of the Test Group field. In the Test/Feature Group: Add window, type Outside Diameters in the Test Group field. Click OK.

15 In the Test/Features: Create window, type OD – Location A in the Test Name field. Set the Feature Type to Variable. Click OK. This will return you back to the main Data Entry Configuration window. The text “Outside Diameters (OD – Location A) (Keyboard)” will be displayed in the Test section.

16 Add another Test by clicking on the Create button. Select Outside Diameters from the Test Group drop-down menu. Type OD – Location B in the Test Name field. Set the Feature Type to Variable. Click OK.

17 Repeat step 16 to add two more tests, OD – Location C and OD – Average.

18 When all four tests are created, the list of tests should include

OD – Location A

OD – Location B

OD – Location C

OD – Average


If necessary, use the Plus (+) and Minus (-) buttons to re-organize the 4 items as shown above.

19 Highlight OD – Average, and click the button to access the Properties window for Test 4 (OD – Average).

20 In the Properties window, highlight the DATA ENTRY METHOD > Calculation + list item and click the Properties button. This launches the Equation Editor.

21 From within the Equation Editor window, type the Equation avg(ch(1):ch(3)). When finished, click OK to return to the Properties window.

Note: OD - Average will be automatically calculated as the average of OD - Location A, B and C.

22 Click OK to accept the changes and close the Properties window.


23 From within the main Data Entry Configuration window, go to the Basic Options folder and Enable (by double-clicking) the following A. Data Collection items:

Automatic Save Completed Subgroup (A1)

Automatic Close on Subgroup Save (A2)

Automatic Time Stamping (A3)

24 Disable all other Basic Options.

25 The Data Entry Configuration is complete. Click OK after verifying all settings are correct.

26 When prompted to Create View Data, select <none> for the Template and click Yes to create the chart.

27 When prompted to Create Variable Control Charts, select <none> for the Template and click Yes to create the charts.

28 Five charts will automatically appear: one View Data Chart and four Control Charts – one control chart for each test characteristic.


Adding Specification Limits 1 From within the project, select the Option > Specification Limits menu

item. The Add Specification Limits window displays.

2 Select OD - Location A from the Test Name pick list.

3 Under the Piece Limits tab, check the Enable Limit for Use check boxes and type the following test values for each of the following properties.

Specification Limit (Upper) = 2.755

Specification Limit (Target) = 2.75

Specification Limit (Lower) = 2.745

4 Under the Miscellaneous tab, set the Precision to 4.

5 Select Save to store these settings to the database.

6 Repeat steps 1 through 5 for the following…

Test Name = OD - Location B




Precision = 4



Test Name = OD - Location C




Precision = 4


Test Name = OD - Average

Specification Limit (Upper) = 1. 922

Specification Limit (Target) = 1. 917

Specification Limit (Lower) = 1. 912

Precision = 4

9 Select Close to exit the Specification Limits window.

Adding Data 1 From within the project window, select the Subgroup > Add menu item.

The Add Subgroup window is presented.

Enter the values as shown in the screen clip below for Subgroup #1. Press the Enter Key after typing each value.

Note: The OD-Average is a calculated characteristic and is automatically generated.


2 Repeat these steps for subgroups 2 through 18 in the following table.

SG #

Piece #

OD – Location A

OD – Location B

OD – Location C

OD – Average

1 1 2.7525 1.5012 1.4974 1.917033 1 2 2.7524 1.5017 1.4898 1.914633 1 3 2.7517 1.4985 1.4955 1.915233 2 1 2.7522 1.4999 1.5076 1.9199 2 2 2.7514 1.4998 1.5045 1.918567 2 3 2.7528 1.4971 1.5016 1.917167 3 1 2.7532 1.4984 1.5045 1.9187 3 2 2.751 1.4998 1.5048 1.918533 3 3 2.7534 1.501 1.5019 1.918767 4 1 2.7521 1.499 1.4995 1.916867 4 2 2.7529 1.4982 1.4899 1.913667 4 3 2.753 1.5017 1.5066 1.920433 5 1 2.7543 1.5 1.4976 1.9173 5 2 2.7527 1.5024 1.4902 1.9151 5 3 2.7524 1.5006 1.5029 1.918633 6 1 2.7524 1.4957 1.5071 1.9184 6 2 2.7537 1.4957 1.5071 1.918833 6 3 2.7525 1.5004 1.5051 1.919333 7 1 2.7532 1.499 1.4975 1.916567 7 2 2.7521 1.4979 1.4984 1.916133 7 3 2.7541 1.5005 1.4978 1.917467 8 1 2.7516 1.5023 1.4998 1.9179 8 2 2.7514 1.4978 1.5093 1.9195 8 3 2.7516 1.5007 1.4999 1.9174 9 1 2.753 1.4986 1.4984 1.916667 9 2 2.7512 1.4992 1.5018 1.9174 9 3 2.7527 1.4992 1.4934 1.9151

10 1 2.7518 1.4953 1.4948 1.913967 10 2 2.7528 1.5013 1.4956 1.916567 10 3 2.7525 1.4994 1.499 1.916967 11 1 2.7525 1.4972 1.4978 1.915833 11 2 2.7513 1.5007 1.502 1.918 11 3 2.752 1.5004 1.4962 1.9162 12 1 2.7534 1.5032 1.4928 1.916467 12 2 2.7533 1.5003 1.5016 1.9184 12 3 2.753 1.5005 1.5008 1.9181 13 1 2.7523 1.4989 1.4886 1.913267 13 2 2.7537 1.4991 1.4963 1.916367 13 3 2.7517 1.5 1.5017 1.9178 14 1 2.7516 1.5021 1.5016 1.918433 14 2 2.753 1.502 1.4982 1.917733 14 3 2.752 1.4996 1.5001 1.917233


15 1 2.7513 1.4988 1.4935 1.914533 15 2 2.7522 1.5008 1.4933 1.915433 15 3 2.7524 1.4995 1.4978 1.916567 16 1 2.7512 1.5019 1.4927 1.915267 16 2 2.7523 1.4964 1.5015 1.916733 16 3 2.753 1.502 1.5016 1.918867 17 1 2.7525 1.5012 1.4974 1.917033 17 2 2.7524 1.5017 1.4898 1.914633 17 3 2.7517 1.4985 1.4955 1.915233 18 1 2.7542 1.5006 1.5061 1.9203 18 2 2.7526 1.4997 1.5031 1.918467 18 3 2.7517 1.5002 1.5027 1.9182

Chart Review and Validation

View Data Chart View Data Chart Review – When Most recent data on top is disabled, the information should appear very similar to that shown in the example below.

Note: By default, the View Data chart displays the most recently added subgroups at the top of the spreadsheet. To make the View Data chart resemble the subgroup shown here, bring the View Data chart into focus and go to Chart > Display Options > Report… and uncheck the Most recent data on top check box.

In the View Data display, alternating subgroups are shaded a different color to make it easier to distinguish one subgroup from the next. For test values that exceed specification limits, the cells will be color-coded Red.


Control Charts In control charts, the oldest subgroups are displayed to the left and the newest to the right.

To review detailed information about any subgroup, bring a control chart into focus and hold down the left mouse button over any subgroup until a Subgroup Information dialog window pops up, or highlight (click on) a subgroup and press the F4 key.

To see detailed information for all subgroups, select the menu command Chart > Display Options > Report and enable the desired Report Categories.

To see additional summary statistics, select the menu command Chart > Display Options > Graph and from the Statistics tab, enable the desired statistic properties.

OD – Location A Control Chart cUCLx (calculated upper control limit for the XBar Chart) = 2.7539

cCLx (calculated center line for the XBar Chart) = 2.7524

cLCLx (calculated lower control limit for the XBar Chart) = 2.7510

cUCLr (calculated upper control limit for the Range Chart = .0036

cCLr (calculated center line for the Range Chart = .0014


OD – Location B Control Chart cUCLx (calculated upper control limit for the XBar Chart) = 1.5029



cUCLr (calculated upper control limit for the Range Chart = .0078

cCLr (calculated center line for the Range Chart = .0030

OD – Location C Control Chart cUCLx (calculated upper control limit for the XBar Chart) = 1.5063



cUCLr (calculated upper control limit for the Range Chart) = .0181

cCLr (calculated center line for the Range Chart) = .0070


OD – Average Control Chart cUCLx (calculated upper control limit for the XBar Chart) = 1.9197



cUCLr (calculated upper control limit for the Range Chart) = .0065

cCLr (calculated center line for the Range Chart) = .0025

Summary You’ve now just completed all the basic steps required to set-up and start using InfinityQS ProFicient. Of course, there is much more to learn. Feel free to click around inside the project to discover additional functionalities. We also encourage you to attend one of the regularly InfinityQS training courses. You can find the current schedule on the www.infinityqs.com web page.

Industry Examples 51

Industry Examples

InfinityQS can be explored prior to learning how to design your own setups. As part of the standard installation, a Getting Started with InfinityQS SPC Project is installed.

This project is used as a launching point to several industry-specific projects. Each toolbar button represents a different industry. Clicking on a toolbar image will launch the associated industry-specific navigation project.

Each project is complete with charts, graphs, images, data entry configurations and dynamic toolbar buttons. The Innovative Control Charting button allows users to launch a project that is linked to many non-traditional control charting techniques. Specifically, these charts are the ones featured in the "Innovative Control Charting" book written by InfinityQS' very own industrial statisticians, Stephen Wise and Douglas Fair. The text is published by ASQ Quality Press.

Setting Up 53

Setting Up

The following is a condensed list of steps to follow when setting up InfinityQS SPC. This section is an overview of the application and the setup process, designed to give users the "big picture" in a step-by-step fashion. For further clarification or instruction, please refer to Help from the menu bar, or contact InfinityQS Technical Support.

Overview InfinityQS SPC is a computer program that facilitates the collection and real-time analysis of data.

In the simplest terms, InfinityQS SPC is a "portal" through which data is entered into a database and retrieved for analysis. Data is entered through InfinityQS SPC to a database either manually using a keyboard or touch-screen, or automatically through electronic gages or specialized interface drivers. Data is retrieved from the database and analyzed through one or more chart(s). Analysis of the data is in real-time, the moment new values are entered into the database. InfinityQS can be configured to respond immediately by updating charts, producing e-mails, alarms and reports.

InfinityQS SPC organizes data collection and analysis tasks within a “project.” A project is user-configurable and tells InfinityQS SPC what database to use for storing data, what data is to be entered into the database and which chart or charts to display when analyzing the data. Any number of projects can be configured depending on needs. No data is stored in a project. A project is merely a vehicle used to interact with the database.

To create a new InfinityQS SPC environment from scratch, the following needs to be done, after which users will be able to enter and analyze data.

1 Create a Database and define a Data Source.

2 Configure the Database – before any data values can be entered into the database, the value must be associated with a part, process and test.


3 Create Project(s) – specify a data source (which database to use), define optional data entry configuration(s), and the creation of one or more charts.

Creating a Database Prior to entering any data or creating projects, a database must be created. The actual creation of the database is accomplished outside of any InfinityQS applications or utilities. Therefore, the procedure for creating a database is unique to each database application and a Database Administrator may be needed. Creating a Microsoft Access database is quite different from creating an Oracle database. Once a database is created, InfinityQS uses an automated script to create all the necessary tables, indexes and referential integrity constraints through InfinityQS Database Manager.

Note: It is necessary to be logged in with Database Owner (dbo) permissions through the Windows Security when creating a database. This is required to ensure tables will be visible by everyone accessing the system.

Creating a Data Source and Associating to the Database An ODBC data source stores information about how to connect to a data provider. The data source is not the actual database, but rather a shortcut containing the path to the database and the required driver necessary for communication. An ODBC data source must be created at each InfinityQS workstation.

To Create the Data Source...

Note: The following steps apply directly to creating a Microsoft Access, Version 4.0 database through ODBC Data Source Administrator. Creating a Data Source for other database products, such as SQL Server or Oracle, will be different than the steps in this example.


1 Start InfinityQS Database Manager by selecting Start > Programs > InfinityQS ProFicient > Utilities > Database Manager. From the Select InfinityQS Data Source window, click on the Configure… button.

2 The ODBC Data Source Administrator window is displayed. Select the System DSN folder.

3 Click the Add... button.


4 Select the driver that corresponds to the database established for InfinityQS. In this case, select Microsoft Access (*.mdb) and click on Finish.

5 In the space provided for Data Source Name, enter a name specific for the InfinityQS system. The name should be descriptive and unique from other data sources that may already exist. Optionally, a description may be entered.

6 Choose the Create... button.

Note: In instances where the database has already been created by another database management application such as Oracle or SQL Server, navigate to the exiting database by clicking on the Select button.


7 Navigate to the location where the new InfinityQS database will reside, specify a Database Name and click OK. A confirmation will display verifying the creation of the new database.

8 Within the ODBC Data Source Administrator window, select OK.

To Create Tables...

Continuing from Creating the Data Source...

1 In InfinityQS Database Manager, the Select InfinityQS Data Source window will be visible. If the data source name to be upgraded is not highlighted, select the desired data source name and then click OK.

2 A message is displayed indicating that the database is not an InfinityQS database. Click OK.


3 InfinityQS now asks if the additional tables should be created. Click Yes.

Using a built-in script, InfinityQS will automatically build the necessary tables, indexes and referential integrity constraints within the database.

4 InfinityQS Database Manager will now be displayed with the data source name visible in the title bar.

To Upgrade an Existing Database...

1 In InfinityQS Database Manager, the Select InfinityQS Data Source window will be visible. If the data source name to be upgraded is not highlighted, select the desired data source name and then select OK.

2 InfinityQS now asks if the additional tables should be created. Click Yes.

3 To enable the audit trail feature, select Yes in the yellow message notification window. This will create the additional tables necessary for the


audit trail feature. The audit trail feature may be enabled or disabled at any time in the Security Policy.

4 The InfinityQS Database Manager will now be visible with the data source name visible in the title bar of the application.

Note: If these database messages appear at unexpected times, the database permissions are incorrectly configured. Contact your Database Administrator, or InfinityQS Technical Support to prevent accidental erasure of SPC data.

Organizing a Database 61

Organizing a Database

Think of the database structure as a filing cabinet with many drawers. The cabinet represents the database, drawers represent tables, folders represent groups and papers represent the items within the groups. Within a single table (drawer), new groups (folders) can be added, moved or deleted at any time. Existing groups, however, cannot be moved to another table. In addition, items (papers) within a group (folders) can be added, moved to other groups or deleted, but cannot be moved to another table. For example, an item initially created in the Part table can be moved around to different part groups, but cannot (and should not) be moved to the Process table.

Important issues to consider before configuring a database:

Parts and part family classifications

Processes used in the production of the parts

Types of measurements to be monitored

Required traceability information and reporting requirements

There are basic rules regarding how folders should be organized. Groups should represent logical classifications among items in the table. For example, process groups typically represent machine types or manufacturing cells.


In the Part table, part groups typically represent part families. All impeller part numbers would belong in a group called "Impellers." Shaft part numbers in a group called "Shafts." One may choose not to classify parts into groups at all. In this case, all part numbers could be written in a single part group called "Global Part List."

Understanding the Part-Process-Test-Descriptor Relationship The Part, Process and Test tables are the key tables in the database. Every variable or attribute value written to the database must be linked to a Part item, a Process item and a Test characteristic item. Therefore, careful consideration must be taken to determine how to organize these tables. When talking about database structure, the organization of these three main tables is what is implied. All additional information desired to be tagged to a data value go into various user-defined or fixed descriptor tables such as Job, Lot, Component Lot, Shift and Employee.

Parts Typically, a part is a physical item with geometric shape. One part is distinguished from another by differences in their geometric shapes, color or material. Parts of similar shapes (or function) are usually organized into part families or groups. With InfinityQS SPC, parts are organized in the database under different groups. For example, all valve part numbers may be stored under a group named "valves". Typically, different parts have different specifications.

When data are collected on process parameters, the physical part being produced may not be relevant. In these cases, a more generic rule is used to define the “part.” That is, the part is the thing, when changed, causes the specification limits to change. For example, if pressure were being monitored, the part could be a list of pressure set points written to a part group called Pressure Set Points. In these cases, specifying the actual parts being run through the process can be designated as a user-defined descriptor.

Processes

A process is what creates the test characteristic(s) being measured. If an outside diameter is being measured, the lathe that created the outside diameter is the process. If temperature is being measured, the process is what created the temperature, for example, an oven. If a chicken breast fillet is being weighed, the line that cut the


breast to size is the process. Typically, a process will be uniquely defined with a machine identification number.

Note: The process is never the measurement device. That is, the process is not the device used to capture the measurement. Even if the device is a sophisticated coordinate measuring machine, the CMM is not the process.

Tests Tests, also known as characteristics or features, are the names used to describe the attribute being measured. Pull force is the measured feature resulting from a shear test. Viscosity is a measurement used to describe oil thickness. End of Line Audit could be a test name for counting visual defects at the end of a production line. Tests are typically specified on drawings, inspections sheets or specifications.

Establish a Company-Wide Database Structure and Naming Convention When developing a new database structure, always think beyond the needs of the specific area(s) where InfinityQS SPC is initially being deployed. Think in terms of "company-wide" rather than "department-wide." As an InfinityQS SPC deployment matures, requirements to add data from additional departments and product lines will arise. To make sure a database structure will easily accommodate this growth, developing a company-wide naming convention now will prevent unnecessary rework when the InfinityQS system grows. Get team consensus on the structure and naming conventions. Publish these naming conventions so that employees clearly understand how to add new items to the database.

Types of Database Tables Before any data collection can take place, the InfinityQS database must contain certain information in the Part, Process and Test tables. These tables sit at the highest level in the database structure. The majority of the other tables relate to the Part, Process and/or Test tables. There are seven types of tables contained within the software.

Required Tables – Part, Process and Test Characteristics

Descriptor Tables – User-Defined Descriptors, Employees, Job, Lot, Component Lot and Shift


Limit Tables – Control Limits, Specification Limits, Defect Opportunities and Alarm Notification Rules

Event Tables – ACC, CAC, Defects, E-mail and Event

Roles and Security Tables– Privileges and passwords

Log Tables– Database Access Logs and Sign In Failure Logs

Audit Tables– Change History and Reason For Change

Part Table

Part refers to the item(s) being manufactured. Parts may be grouped into logical classifications.

To Add a Part Group

1 In the Tables window of InfinityQS Database Manager, double-click on the Part Group (PART_GRP) table.

2 Add a new Part Group by using one of the following methods:

Double-click on the last (empty) row.

Press Ctrl+A.

Right-click on any row and select Add... from the pop-up menu.

Choose Options > Add... from the menu bar.

3 The Add Group window is displayed.

4 Type in part group name. A Description & Abbreviation may be added.


5 Click OK. The new part group will now be shown in the Part Group window.

Note: This same procedure is used to create additional items within the same table or within other tables that use the Group/Item organization structure. These tables include Part, Process, Test, Assignable Cause Codes, Corrective Action Codes, Defect Codes, Jobs, Lots and Descriptors.

To Add a Part Item to a Part Group

1 In the Tables window, double-click on the Part (PART_DAT) table.

2 Add a new Part by using one of the following methods:

Double-click on the last (empty) row.

Press Ctrl+A.

Right-click on any row and select Add... from the pop-up menu.

Choose Options > Add... from the menu bar.

The Add Part window is displayed.

3 Select the associated Part Group from the pull-down menu.

If the Part Group does not exist, it can be added by clicking .

4 Type in a new part name. A Description & Abbreviation may be added.

Note: This same procedure is used to create additional items within the same table or within other tables that use the Group/Name organization structure. These tables include Process, Test, Assignable Cause Codes, Corrective Action Codes, Defect Codes, Jobs, Lots and Descriptors.


Process Table

A Process refers to a machine or task that performs a specific operation. Using a different viewpoint – the process is the "thing" that creates the test characteristic that will be measured. Each process (no matter how simple) should be uniquely identified. Like Parts, Processes are grouped into logical classifications.

The steps used to add, edit, delete and move processes within the database are similar to the steps described in detail for the Part Table.

Test Table Test refers to the features or characteristics being measured or inspected. InfinityQS supports three types of test characteristics:

Variable tests: Measured test values that are recorded such as temperature, weight, height, etc … These tests are monitored using charts such as Xbar-Range, Individual X-Moving Range (IX-MR), Xbar-Sigma, Pre-Control, Moving Average – Moving Range and Median-Range.

Defects tests: Total number of defect occurrences during an inspection. Multiple defects may occur on a single piece. These tests are monitored using c charts, u charts, DPMO charts and DPTO charts.

Defectives tests: Number of pieces that failed a particular inspection. A single piece is either defective or not. These tests are monitored using p charts, np charts, PPM and PPT charts.

Like part items, test items are grouped into logical classifications and stored in the database. Tests are added and managed through the InfinityQS Database Manager using the Test/Feature Group (TEST_GRP) and Test/Features (TEST_DAT) tables.

With the exception of needing to specify the data type, the steps used to add, edit, delete and move tests within the database are identical to the steps described in detail for the Part Table.

Descriptor Tables Subgroup data must always be associated with a specific Part, Process and Test. It may be useful to have additional tag fields recorded along with the subgroup measurements. In InfinityQS these descriptor fields may be used to filter the data during analysis. Descriptor tables include User-Defined Descriptors (subgroup descriptors and piece descriptors) and Component Lot, plus default InfinityQS descriptors such as Job, Lot, Shift and Employee tables.

Creating Projects 67

Creating Projects

In simplest terms, a project file is a template containing a series of instructions that include…

What database, or more specifically, what Data Source to read from and write to.

If, how and when data is collected.

What charts will be used, and what data will be displayed on each chart.

Note: Project files DO NOT contain measurement (test) data— that's the job of the database. The only information stored within a project (.ipj) file is project configuration settings.

To create a new project...

Depending on the application(s) purchased, the program icon will be labeled as InfinityQS SPC Standard Edition or InfinityQS SPC Enterprise Edition.

1 Within InfinityQS SPC, select the menu command, Project > New….

68 InfinityQS SPC Getting Started

Note: To intentionally select the data source, click Project > Close one time to shut down the currently loaded project. (This does not close the database connection, however.) Click Project > Close a second time to disconnect from the current Data Source.

2 Select the data source from the list and click OK.

3 Specify a path, enter a name for the project and click Save.

4 If the project is to be used for data collection, click Yes, when prompted, to begin the Data Entry Configuration.

Data Entry Configuration InfinityQS projects are used for viewing charts and graphs of data. Optionally, a project can be used for performing data entry. Not every project will have a data entry configuration. In fact, many projects are created solely to view and analyze data with no option to enter data.

In those instances where InfinityQS is to be used for data entry, a project must include at least one Data Entry Configuration. InfinityQS SPC can support up to 10 Data Entry Configurations per project.

Optionally, Data Entry Configurations can be linked to charts. This provides advantages at the chart level by allowing the linked charts to dynamically update based on operator changes to the data entry. For example, when an operator specifies a different part number, all linked charts can automatically update to show data for the specified part. This capability allows a single project to be used for data entry and analysis for many different parts, thereby dramatically reducing administrator support requirements.


A Data Entry Configuration defines the Data Entry Procedure, or the steps an operator takes to enter data. It is the responsibility of this configuration (or the person setting up the configuration) to make the operator’s data collection task flow as smoothly and easily as possible.

Creating a New Data Entry Configuration To create a new Data Entry Configuration, select Data Entry > New from the menu. The Data Entry Configuration window is divided into four folders: Required Items, Optional Items, Basic Options and Advanced Options.

OK - Saves the Data Entry Configuration and returns the user back to the

project.

Cancel - Does not save any changes made to the Data Entry Configuration and returns the user back to the project.

View... - Allows the user to view a detailed list of the Data Entry Configuration settings.

Copy - Copies the Data Entry Configuration to the clipboard, making it available to be pasted into any other Data Entry Configuration, even in another project.

Paste - Pastes the copied Data Entry Configuration into the currently opened Data Entry Configuration.

? - Displays the help files.


Required Items

In order to establish a Data Entry Configuration, all the fields in the Required Items folder must be specified. Users must provide a Data Entry Configuration Name, Sample Size, Part, Process and at least one Test. All other settings and/or selections are optional and provided to make data collection efforts as easy and effortless as possible.

Note: Appropriate security privileges are required to edit, add or delete items in the Data Entry Configuration.

Data Entry Configuration Name From the Required Items folder, specify a Data Entry Configuration Name (maximum of 31 characters). The name should briefly describe how the data entry configuration will be used. Examples of data entry configuration names might be “Can Heights,” “Final Visual Defect Testing,” or “Outside Diameters.” For projects that contain multiple data entry configurations, the name should be unique enough to differentiate it from the other configurations within the project. The name is used to reference the data entry configuration.

Sample Size The Sample Size is specified from the Required Items folder. Sample size represents the maximum number of pieces to be measured during a data collection procedure, or simply the subgroup size. InfinityQS supports subgroup sizes up to one-thousand for variable test characteristics and one-million for attribute test characteristics.

Users can also be prompted for subgroup size at each subgroup entry by checking the Specify Sample Size During Data Entry box.


Part A Part must be specified in a Data Entry Configuration. First, the Part Group and Part Names must be (or previously have been) created within the database. Next, a default Part must be selected. Optionally, one may wish to configure the properties to reflect how Part selection will take place during data entry. For example, say an operator encounters frequent part changes on their machine. In this case, a Part Option is available to allow the operator to choose or “reselect” Part every time they enter data.

From within the Required Items folder, a Part is selected and also can be created, edited and configured.

Clicking the Select button in the Part section opens the Part: Select window. From here, any part(s) in the database can be selected.


Selecting the Create button opens the Part: Add window. From here, a new part can be created in the database and made available for selection. Newly created parts are permanently added to the database and become available to any project accessing the database. Creating a new part can also be accomplished through InfinityQS Database Manager.

Selecting the Edit button opens the Part: Edit window. From here, the selected part from the database can be edited. Newly edited parts are permanently edited in the database and the change(s) become available to any project accessing the database.

Note: In order to edit the Part, users must have appropriate Privileges.


Process A Process must be specified in a Data Entry Configuration. In defining the Process, the Process Group and Process Names must be (or previously have been) created within the database. Next, a default Process must be selected. Optionally, one may wish to configure the properties to reflect how Process selection will take place during data entry. For example, say an operator runs three different machines (processes). To make it easier for the operator to enter data, a Process Option is available to allow the operator to choose or “reselect” their Process every time they enter data.

From within the Required Items folder, a Process is selected and also can be created, edited and configured.

Clicking the Select button in the Process section opens the Process: Selection window. From here, any Process(es) in the database can be selected.


Selecting the Create button opens the Process: Add window. From here, a new Process can be created in the database and made available for selection. Newly created Processes are permanently added to the database and become available to any project accessing the database.

Selecting the Edit button opens the Process: Edit window. From here, the selected Process can be edited in the database. Newly edited Processes are permanently edited in the database and the change(s) become available to any project accessing the database.

Note: In order to edit the Process, users must have appropriate Privileges.


Test Tests, also known as quality characteristics or features, are the names used to describe the attribute being measured. Pull force is the measured feature resulting from a shear test. Viscosity is the measured attribute used to describe oil thickness.

From within the Required Items folder, Test Characteristics can be Added, Removed, Changed, Created, Edited and configured.

Note: At least one test must be specified in the data entry configuration.


Selecting the Add... button in the Test section opens the Test Selection window. From here, any test in the database can be selected.

Selecting the Remove button removes the highlighted test from the data entry list, but does not delete the Test from the database.

Note: Deleting a Test from the database can only be accomplished within the InfinityQS Database Manager.

Selecting the Change button opens the Test Select window allowing the user to select a different test.


Selecting the Create button opens the Tests/Features: Create window. From here, a new test can be created in the database and made available for selection in the project. Newly created tests are permanently added to the database and become available to any project accessing the database.

Selecting the Edit button opens the Test/Features: Edit window. From here, the selected tests can be edited in the database. Newly edited tests are permanently edited in the database and the change(s) become available to any project accessing the database.

Sub-Tests There are instances where multiple measurements might be taken for the same test characteristic, but at different locations on the same part. For example, if a user is concerned with the out-of-roundness of a drilled hole, they might measure the diameter of the same hole several times. The measurements are taken in several areas but all are measuring the same characteristic: a single hole’s diameter.

InfinityQS SPC allows for these multiple values to be entered separately, and stores the measurements using terminology called “sub-tests.”

To add multiple sub-tests, select the Add... button and select the same test as many times as the test will be measured. If the inside diameter of a measured hole is checked at 3 different places, then the Inside Diameter test is added 3 separate times.


Sub-tests will appear in numeric order. When the user specifies sub-tests, InfinityQS will properly sort out the average of the measurements, the within-piece variability of the measurements, and the piece-to-piece variability amongst several different parts. When InfinityQS sees that sub-tests are being utilized, a special control chart called a “3D” chart will automatically be created in the project. A 3D chart correctly separates the multiple sources of variability given within-piece measurements.

Sequence of Tests Sequence of Tests - Selected tests can be moved up and down in the test list by selecting the and buttons. However, these movements may affect calculated fields. Verify all calculations after changing test sequences.

Descriptors From within the Optional Items folder, Descriptors can be added, removed, changed, created, edited and configured. Their order is changed by selecting the and buttons.


Selecting the Add… button in the Descriptors fields section displays a pop-up menu where different types of descriptors can be added.

Selecting the Remove button removes the highlighted descriptor from the list.

Selecting the Change button opens the Descriptor: Select window – allowing the selected default descriptor to be changed.

Selecting the Create button displays a pop-up menu where different types of descriptors can be created.

Selecting the Edit button allows the selected item to be edited. All edits are stored at the database and will be reflected in all subgroups previously associated with the edited descriptor.

Selecting the button opens the Properties... window. From here, double-clicking the option, selecting the Enable button or the Properties... button will open the particular properties window for the selected item. Double-clicking again will Disable the entire property group.

Items with a + symbol signify that there are additional properties associated with the option. To access the properties, select the item then select the Properties button. Refer to the Selectable by User section in the help system for definitions of these properties.

Optionally, the Computer Name, as defined in the workstation’s Windows System settings, or the Computer Sign In Name may be tagged to all data generated from the given workstation.


Creating Charts and Selecting Data The term "chart" is used to describe any graphical, tabular or pictorial illustration within a project. A chart could be a Control Chart, Capability Analysis (Histogram), Box & Whisker, Pareto Analysis, Capability (Cpk) Report, Scatter Plot, SPC Monitor or any other visual representations such as an OLE document.

All charts (except OLE documents) consist of a chart type and data selection. Chart types are organized into seven classifications:

1. Variable Control Charts 5. Trend Charts 2. Attribute Control Charts 6. Lot Genealogy 3. Capability Charts 7. Special Charts 4. Pareto Charts

Creating Charts A chart is created within a project. Therefore, a project must first be created. After a project has been set up, there are three ways to create charts:

1 Have InfinityQS SPC automatically build the chart.

2 Clone an existing chart.

3 Create a chart from scratch

To Automatically Build Charts

One of the most common ways to build a chart is to have InfinityQS SPC automatically build the chart at the conclusion of creating a new Data Entry Configuration.


Auto-built charts are constructed using "best guess" logic and standard parameters. InfinityQS SPC automatically builds a chart when all the information required to complete a new Data Entry Configuration is specified. When the configuration is complete, InfinityQS SPC will present a Create Chart window. To create a standard control chart using the best guess parameters, select Yes. To create a control chart using a pre-designed template, select a template from the pull-down menu before selecting Yes.

To Create a Chart Using an Existing Chart's Data Selection

Chart “cloning” is the process of using the data selection settings from an existing chart and applying them to a new chart. Cloning a chart requires that there be an existing chart. There are three options for cloning charts, each with three different results:

1 Create an identical chart with the same data selection as the original chart.

2 Create a different type of chart with the same data selection as the original chart.

3 Create charts based on a Data Entry Configuration.

To create an identical chart, for example a control chart, using the same data selection as an existing control chart, select the chart to be cloned

and then select the Control Chart Create ribbon button . A new control chart based on the existing chart's data selection will be created. However, the new chart will adopt either the default setting or the selected template settings.

To create a different type of chart using the same data selection as an existing chart, first put focus on the desired existing chart by clicking on it. Then select any chart create button on the ribbon bar. For example, to create a new Capability Analysis based on an existing control chart's data selection, select the control chart that contains the desired data selection and select the Capability Analysis ribbon button

.


To create charts based on all tests in the active Data Entry Configuration, hold the Shift key, and select the desired chart create ribbon bar button. If multiple tests are defined in the Data Entry Configuration then pressing the Control Chart or Capability Analysis button will generate one chart for each test. View Data, Pareto Analysis and Box & Whisker will generate a single chart containing all the tests defined in the Data Entry Configuration.

When a chart is cloned, without using a template, InfinityQS will produce the new chart without headers or other formatting. To create a chart using a pre-designed template, select the template from the pull-down menu when the chart is being created and select Yes.

There are five chart create ribbon bar ribbon buttons:


To Create a Chart From Scratch

The following flowchart lists each step involved when creating a chart from scratch:

The first three steps are the Chart Selection portions of the Chart Wizard. Step 4 is the Data Selection step. The procedures used to create new charts vary slightly depending on the chart type and processing options. The chart type selected at step 3 determines the specifics of step 4.

Note: All flowchart steps listed above are linked together within a single Chart Wizard. Once in the wizard, navigation to any step is conducted by clicking on the Next and Back buttons.

To begin the Chart Wizard, select the Chart > New... menu item or click the ribbon button.


Step 1 – Chart Name The Chart Name is user-definable and can be up to 50 characters long. The Chart Name is displayed in the chart bar button. If no chart name is specified, an appropriate name will automatically be assigned based on the type of chart.

Step 2 – Linking the Chart to a Data Entry Configuration Before creating a chart, first consider the chart's desired function. If the chart will be used to add or edit subgroups, the chart must be linked to an appropriate Data Entry Configuration.

What is a Linked Chart? A linked chart is one whose data selection dynamically changes based on Part, Process, Test, Job, Lot, Shift and/or Employee selection options specified in the Data Entry Configuration. A chart that is not linked to a Data Entry Configuration will not be affected when a new subgroup is added. If the Data Entry Configuration is set up to reselect a Part, Process, Test, Job, Lot, Shift and/or Employee, the linked chart's data selection will change based on the items specified during reselect.


Step 3 – Chart Type The Chart Type window is used to select a chart category and graphs.

The Chart Categories pull-down menu displays all chart categories that can be selected. The category list will vary based on which InfinityQS application is loaded (InfinityQS Proficient Standard Edition or InfinityQS Proficient Enterprise Edition). The Chart Category list will also vary based on the current data entry configuration. For example, one cannot select an attribute chart if only variable tests are included in the linked data entry configuration.

Up to three graphs can be selected for variable control charts:

Graph 1 Includes Best Guess, Xbar, Median, IX (Individual X), MA (Moving Average) and Pre-Control.

Graph 2 Includes Range, Moving Range, SD (Standard Deviation) and %CV (Coefficient of Variation).

Graph 3 Includes Range-within and Standard Deviation-within. Graph 3 is used for 3-D control charting.

Note: If uncertain, choose Best Guess. With this option enabled, the software will select a traditional chart based on items specified in the data selection.

For Attribute Control Charts, only Graph 1 is available. The list includes np, p, PPM (parts per million), PPT (parts per thousand), c, u, DPMO (defects per million opportunities) and DPTO (defects per thousand opportunities) charts.

To create a control chart using a pre-designed template, select the desired template from the pull-down menu and select Next >.


Subgroup Data Selection Dialog

The second half of creating a chart is defining the chart’s data selection. Data selection specifies what data will be displayed on the chart. The Subgroup Data Selection dialog provides the ability to select a Date Range, Part(s), Process(s), Test Characteristic(s), Job, Lot, Shift, Employee, Descriptor(s) and Defect Code(s). The Data Selection dialog is automatically activated when the Next… button is selected from the Chart Type window.

Step 4 – Data Selection After selecting Next from the Chart Type window, the Subgroup Data Selection window is displayed.

Miscellaneous Options: Limit Number of Returned Items - Refers to the total number of

subgroups to display on the chart.

Limit Selection to a Specific Item or Test Number - Filters subgroup data so that only one item number from a subgroup will be processed on the chart. For example, when enabling specific item number 3, only the third item from each subgroup will be displayed on the chart, regardless of subgroup size. If the item number is greater than the subgroup size, the chart will contain "No Data."

Limit Selection to Only Specific Measurement Types - If the data set contains within-piece measurements, all the values will be included in the data selection. Use this option to specify only the piece values or only the within-piece values.


Include Only Subgroups with the Following Status Flags - Use this option to specify Complete, Incomplete and/or Disabled subgroups in the chart's data selection.

Enable Filtering on User Defined Descriptors and Traceability Fields - Allows sorting and filtering of data based on user-defined descriptors.

Time Windowing Options: Time Windowing Options are used to specify the time period from which data is retrieved from the database and viewed. There are two types of time windows, dynamic and static.

Dynamic Time Window:

The time window type choices will affect the time window in different ways. The following example is based on selecting a size of one month.


Static Time Window:

A static time window is a discrete period of time with a specific starting date/time and ending date/time. The Find buttons are used to search the database for the oldest and newest time stamps. Using the Find buttons will capture all data in the database that match the current data selection criteria.

Item Filter: The Item Filter section is used to specify which elements are to be included in the chart’s data selection.

Add - Use this to add new items into the data selection for the chart. This

can be used to add a single item, or add multiple items into the data selection.

Remove - Use this to remove items from the data selection for the chart. This can be used to remove a single item or all items in a section.


Note: To remove all items for a section (part, process, test, etc …), highlight the section name and select remove. This will set the selection to “Unlimited”.

Change - Use this to modify an item from the data selection.

Initialize - Use this to set all sections to unlimited in the Item Filter list.

Item Selection:

Any time an item is added or changed in the item filter list, a dialog similar to the following will be displayed.

A. Unlimited: When this option is selected, data from all items in the database will be included on the chart. The chart’s selection isn’t limited to any specific item or items in the list.


B. Link to Data Entry Item: When this option is selected, the item dynamically changes based on the currently selected data entry item. This option is only available on charts that are linked to a Data Entry Configuration.

Note: The ability to link the selection of a chart is only available if the project contains a data entry configuration. If no data entry configuration is available in the project, this option will not appear in the item selection dialog. Additionally, the link to data entry option is not available for user defined descriptors.

C. Include all group members: This option includes all items from the selected item group in the data selection of the chart.

D. Select Item: This option allows users to manually select an item or items from a specific group or from all the items in the database.

E. Show only items that meet the data selection criteria: This option will display only the items in the list that have data matching the previously selected options in the data selection dialog. This includes general options, time windowing options and any items filtered in the item filter list.

Note: The Link to Data Entry Item and Include all group members options are only available independently. When activating either of these two options, any individual items will be automatically cleared from the list.

Step 5 - Processing Options Processing options for most chart types in InfinityQS SPC can be edited through the Processing Options window. Depending on the type of chart, the window that is displayed may differ.

To Change Processing Options for a Chart

1 Set focus to the desired chart by clicking on it.

2 Select Chart > Configuration > Processing… menu item or right-mouse click on the chart and select Processing from the pop-up menu. The Processing Options window is displayed.

3 Make desired changes from any of the five tabs and click Finish to update the chart.

Processing Options for Control Charts By default, data is displayed using the traditional processing option. Traditional processes displays data in its original format and includes no data normalization. However, InfinityQS supports several non-traditional analysis methods. These


optional methods are accessed from the Processing Options window. The Processing Options window is divided into five folders.

Type Folder Use the Type folder to choose either Traditional, Nominal, Target, Process Mean, Short Run, or Standardized processing.

Traditional – No normalization. Processes data in its original format. This is the default setting.

Nominal – Normalizes data on the top chart as deviation from the engineering specification nominal. Nominal is defined as (USL-LSL)/2.

Target – Normalizes data on the top chart as deviation from the target value specified in the specification limit record.

Process Mean – Normalizes data on the top chart as deviation from the process mean value specified in the control limit record.

Short Run – Normalizes data using the short run data transformation methods popularized by Davis Bothe of International Quality Institute. The plot points on a short run chart are transformed so that common control limits can be shared across dissimilar parts. For example, all short run Xbar and IX charts have control limits of ±A2 with a centerline of zero. All Short run range and MR charts have an upper control limit of D4, lower control limit of D3 with a centerline of one.

Standardized – Plot points on all charts are transformed into units of standard deviations with upper control limits of +3 and lower control limits of –3. The centerline is zero. Similar to the Short Run processing option, the Standardized chart allows dissimilar data to be combined on a single chart sharing the same control limits.

Adjust Control Limits Options

Economic control limits – Bases control limits on specification limits and Target Cp as defined in the specification limit record. Economic limits are


useful in situations where processes exhibit large Cp and Cpk, values, say, over 2.0. Economic limits reflect the limits if the process were centered on target with a capability equal to the Target Cp.

Using the Target Cp value, specification limits and the process sigma, Economic Control Limit offsets from Center Line are calculated as follows:

MAV Control Limits – The intent is to drive the control chart center line

(CL) as close to the product label weight as possible without jeopardizing the average weight requirement or increasing the number of MAV violations beyond that defined by the required process capability.

Convert Xbar data to IX or MA – This conversion is performed by first changing the chart type to IX or MA (Chart > Configuration > Type). Then, from the Processing Options > Type window, enable the Convert Xbar data to IX or MA data option. Once completed, all data values, regardless of subgroup size, will be plotted as individual plots on an IX


chart and a moving-range of two consecutive values for the Moving-Range chart. For example, if the Xbar chart had 20 plot points and the sample size was three, the conversion would result in an IX-MR chart with 60 individuals plot points and 59 moving-range plot points.

Group Folder The Group folder is where one selects the data stream type to be combined on a group chart.

Group charts plot and analyze multiple data streams on one chart. This processing option is especially useful if each stream is highly correlated. Subgroups from each data stream are first processed individually for alarm violations. They are then grouped together and only the maximum and minimum points from each group are plotted on the chart.

Part – Groups data streams by part.

Process – Groups data streams by process.

Test – Groups data streams by Test characteristics.

The Time Threshold forces grouping of data within the specified time period. This option is most commonly used when grouping by Process.

To group on Part – From the chart's data selection, select all the desired parts to include on the chart. Next, go to the chart's Processing Options and enable Part from the Group folder. Special processing such as Target or Short Run may be required if the specifications among the parts are dissimilar. The Group Indicators are enabled from the chart's Graph Options. A Group Legend can be added to the chart's header from within the Format Header window.

To group on Process – From the chart's data selection, select all the desired processes to include on the chart. Next, go to the chart's Processing Options and enable Process from the Group folder. Setting up a Time Threshold may be required in order to properly group processes from different time


periods. The Group Indicators are enabled from the chart's Graph Options. A Group Legend can be added to the chart's header from within the Format Header window.

To group on Test – From the chart's data selection, select all the desired tests to include on the chart. Next, go to the chart's Processing Options and enable Test from the Group folder. Special processing such as Target or Short Run may be required if the specifications or units of measure among the parts are dissimilar. The Group Indicators are enabled from the chart's Graph Options. A Group Legend can be added to the chart's header from within the Format Header window.

A complete discussion of group chart can be found in the text, Innovative Control Charting, written by Stephen A. Wise and Douglas C. Fair, published by ASQ Quality Press.

EWMA Folder Exponentially Weighted Moving Average (EWMA) refers to a moving average of the previous data where each data point is assigned a weight. These weights decrease from the present to past in an exponentially decaying fashion. The weighting factor can vary from 0 to 1. The most common weights vary between 0.05 and 0.20. Experiment with different weighting levels to see different patterns based on the weighting.

The EWMA chart is an alternative to a traditional control chart when detection of small shifts in the mean or variation is required.


Standard – Plots the moving average of previous data where each plot

point is assigned a weight. The weights decrease from present to past in an exponentially decaying fashion.

Wandering Mean – Uses the EWMA weighting factor to predict the next plot point. This method is typically used with processes that exhibit a "saw tooth" pattern. Examples include processes with tool wear and chemical baths that go through cycles of depletion and repletion.

CUSUM Folder

An acronym for Cumulative Sum, CUSUM processing is based on the cumulative difference of subgroup values from centerline. This is an excellent control chart to utilize if a process is affected by small shifts in its mean or variability. The CUSUM value accumulates the deviations from the control chart's centerline for each


subgroup value. When the actual subgroup value falls above the centerline, the CUSUM value increases. When the actual value falls below the target, the CUSUM value decreases. A process that is centered and in-control will produce a CUSUM line that randomly increases and decreases. A process with a slight upward trend will produce a very visible upwardly trending CUSUM line.

The AQL(%) option displays a chart which will track the Cumulative Sum of defects or defectives data. The CUSUM AQL will alert the user to a change in the Acceptable Quality Level (AQL) based on a user-defined AQL and Producer's Risk.

Estimate Folder

The Estimate folder is used to specify an overlay line that represents an estimate of the current process condition.

EWMA – Provides an Exponentially Weighted Moving Average overlay line where the weighting factor value determines how much historical data to include in the estimate. The larger the Weighing Factor setting, the less significant the historical data is to the current point in the overlay line. For example, a weighing factor of 0.40 tells the software draw the line with 40% based on the current plot point value and the remaining 60% of the based on the historical plot points in an exponential decaying matter.

Running Average – Displays a running average history line through the data lines. The newest running average plot point will always be equal to the calculated center line.

Warn if Est. Cp/Cpk < Target Cp/Cpk – When enabled, InfinityQS SPC compares the current estimated Cp/Cpk (based on an EWMA estimate using the specified weighting factor) value with the Target Cp/Cpk value specified in the Specification Limit. If the current Cp/Cpk is less than the target Cp/Cpk, InfinityQS displays a yellow warning box specifying suggested adjustments to either the mean or sigma.


Was adjustment performed? – If Yes is selected, the software resets the

EWMA calculations. If No is specified, no resets are performed.

Note: When the EWMA or Running Average overlay option is enabled, the plot point pop-up window contains additional information – specifically the overlay line estimates of Xbar, Range, Cp and Cpk.

Processing Options for Capability Analysis

There are a number of processing options available for Capability Analysis charts. The processing options are organized into three folders within the Processing Options window: General, Windowing and Special.

General Frequency Bins – Determines the number of bars used for binning sample

data. The number of bins specified will also affect the Chi Squared Goodness-of-Fit calculations.

Points in Curve – Determines how many points make up the distribution curve. More points will make a smoother curve.

Curve Fit – The type of fit will determine how the selected data will be processed. The default is Standard. All values printed in the report and the fitted curve are based on the normal distribution. If the process appears to exhibit non-normal characteristics, select Johnson System. Using the Johnson System, the distribution family that best fits the data is determined first. Next, a Goodness-of-Fit test is used to determine the validity of the fit. Finally, the capability indices are calculated. The Johnson distribution families are...

Johnson SB is the Bounded Johnson Distribution


Johnson SU is the Un-bounded Johnson Distribution

Johnson SL is the Log-normal Johnson Distribution

Statistics, located in the Capability Analysis report section, that reflect the Johnson fit will be so indicated with an * symbol.

Short Term Sigma Calculation

Auto Detect - Uses either the Range or Sigma method based on the subgroup size (n<10: Range Method ... n>9: Sigma Method). Most users will want to leave the settings at Auto Detect.

Range Method (Rbar/d2)

2

ˆdR

=σ

Sigma Method (Sbar/c4)

4

ˆcs

=σ

Pooled Sigma

( )

( )∑

∑

=

=

−

−= k

ii

i

k

ii

n

sn

1

2

1

1

1σ̂

Windowing

The Windowing folder is used to specify the x-axis extents used for processing. Only data within these extents are used to determine the fit of the curve to the data.


Standard Deviations – Specify the x-axis to be between +/- 2 to 9 standard deviations. The default x-axis setting for a newly created Capability Analysis chart is +/- 3.5 standard deviations.

Value – Specify the extent's maximum and minimum boundaries.

Specification Limits – Specifies the x-axis boundaries to be the upper and lower specification limits.

Special

The Special folder is used to standardize the data and perform "what-if" scenarios with overrides on the specification limits. In other words, the statistics in the report section will use the Override Limits when enabled. These limits are temporary and do not replace the specification limits stored in the database.

Data Nominalization – Nominal plots data as deviation from specification nominal (USL-LSL)/2. Target plots data as deviation from the target value as defined in the specification limit record.

Enable Override Limits – When enabled, the user can temporarily process the data with limits specified in the piece limits Upper/Target/Lower boxes. This feature is especially useful for evaluating data relative to limits other than those specified in the database.

Processing Options for a Pareto Chart A Pareto chart can be created to analyze defects data, process events and downtime information. The InfinityQS Pareto Chart supports various processing options including the ability to organize data into two tiers on the same screen. These tiers are called major and minor categories. Each major category can be further separated into minor categories. As an example, data organized by Defect might be further separated and displayed by Process.


General Options for a Process Events Pareto Chart

Event Count – Counts the total number of events in each Category.

Weight – Multiplies the category counts by the category items’ factor values. When displaying major and minor categories, the weight applies to the minor category.

Event Time – Calculates the time difference between event activities. This processing option is mainly used for monitoring downtime. Setting up a special Event Category as Downtime, the Assignable Cause Codes to represent the reasons for the Downtime and the Corrective Action Code to designate the time when the process goes back on line including what was done to rectify the downtime reason. Additionally, when creating this downtime Pareto, filter the data (during Data Selection) to only show downtime events.

Activity – Three different event activity combinations can be analyzed:

1. Time from Event to Corrective Action displays a Pareto analysis accumulated by the specified time unit between when the Event was first created and when someone assigned a Corrective Action Code to the Event.

2. Time from Event to Assignable Cause displays a Pareto analysis accumulated by the specified time unit between when the Event was first created and when someone assigned an Assignable Cause Code.

3. Time from Assignable Cause to Corrective Action displays a Pareto analysis accumulated by the specified time unit between when an Assignable Cause Code was specified and when someone assigned a Corrective Action Code.


Major/Minor Category

Use the Categorize by list to choose how the Major Category or Minor Category information should be organized. The options in the Minor Category tab are the same as those in the Major Category tab. The Minor Category tab should be set to "None" when using single tiered charts.

Categorize by Subgroup displays a bar for each subgroup.

Time displays additional information to the right of the Categorize by list...

Start Date/Time of First block of data specifies the beginning date/time window for the first bar or use the Search Database button to set the date/time based on the current dataset.

Use the Time Interval for each block of data field to specify the date/time interval window between each event or defect occurrence.

Use Part, Process, Test, Job, Lot, Split and Employee to group bars by one of these attributes.

Test Number groups test data by its test number. For example, if a subgroup is made up of 5 measurements (test numbers 1-5), this option would group the first test value item from all subgroups in the first bar, the second test value item in the next bar and so on.

Serial Number groups all tests stamped with the same serial number into unique bars.

Defect Code groups all tests tagged with defect codes into bars for each different code. The Defect Code item is available on Sampled Data Pareto charts.

Select Descriptor and choose from one of the Descriptors listed to the right of the Categorize by list.

Select ACC, CAC or Process Event to analyze Process Events and/or Downtime. These three items are available only on Process Event Pareto charts.


Processing Options for Lot Genealogy Charts

Show Lot Summary Details - Enabling the Show Lot Summary Details

option will display the statistical summary information for each lot displayed on the chart (if available).

Note: Lot summary details are written to the database only when lots are “closed for testing”.

Show Sub-Lots - Enabling the Show Sub-Lots option will display the sub-lots relating to the active lot. For a Lot Report, these sub-lots will be the component lots used in the production of the final lot. For Component lot reports, these sub-lots will be the output lots containing material from this component lot.

Number of Levels - Use the Number of Levels setting to determine the maximum number of sub-lot levels. For example, with the cookie example, defining two sub-lot levels will display the output lot of chocolate chip cookies, the 1st tier sub-lots (e.g. Egg, Flour, Milk, Chocolate Chips), and the 2nd tier sub-lots (e.g. Cocoa Butter, Cocoa Liquor, Lecithin, etc …). In this instance, the 1st tier sub-lots are direct components of Chocolate Chip Cookies. The 2nd tier sub-lots are not direct components of Chocolate Chip cookies, but are indirect components as they are used to produce Chocolate Chips.


Processing Options for Box & Whisker Charts A Box & Whisker chart supports organizing data into two tiers on the same screen. This is called a "major-minor" categorization. That is, each category can be further separated into sub-categories. As an example, data organized by "Test" might be further separated by a descriptor, such as "Operator."

To Organize Box & Whisker Charts into Major-Minor Processing...

1 Set focus to the appropriate Box & Whisker chart by clicking on it.

2 Select Chart > Configuration > Processing..., double-click anywhere within the chart or right-mouse click on the chart and select Processing from the pop-up menu. The Processing Options window is displayed.

Actual (normal) test values plots data as actual values.

Deviation from Nominal plots data as deviation from the center of the engineering tolerances specified in the Specification Limits window.


Deviation from Target plots data as deviation from the target value specified in the Specification Limits window.

Standardize all data to its Specification Limits plots data in a normalized fashion such that multiple datasets, regardless of specification or units of measure, can all be plotted on the same scale. The specification limits on this normalized scale are +1, 0 and -1 respectively for the USL, Target and LSL.

3 Select the Major Category folder and a desired category from the Categorize by list.

4 Select the Minor Category folder and a desired category from the Categorize by list.

5 Select Finish to display a multi-level Box & Whisker chart.

Note: If only one level of categorization is desired, the Minor bar must be set to <none>.

Creating Toolbar Buttons A user-configurable toolbar can be displayed across the bottom of the main window.

The toolbar can be configured with up to 100 user-definable buttons. These buttons can be configured to...

Invoke InfinityQS menu commands like Project > Open or Project > Save...

Load other InfinityQS projects.

Launch any other applications like Notepad, Microsoft Paint, Microsoft Word, or any other .exe application.

Open any file that has already been created, such as an often-used Excel spreadsheet.


Assign multiple menu items to a single button. Up to 20 items can be assigned to a single button, making the total number of buttons available equal to 2,000.

InfinityQS supports two types of toolbar buttons: Workstation-level and Project-level.

Workstation-level buttons are always seen unless a project-level button is assigned over it. Project-level buttons are specific to the currently opened project. Once a project is closed, its project-level buttons disappear with the project. If there are any system-level buttons residing under a project-level button, they will reappear once the project is closed.

To Configure Project Level Toolbar Buttons...

There are two ways to access the project toolbar buttons.

Choose Preference > Project > Toolbar Buttons... or, double-click on any unused gray area to the right of the right-most toolbar button.

To Configure Workstation Level Toolbar Buttons...

With InfinityQS SPC loaded, but not project loaded, select Preference > Workstation > Toolbar Buttons... from the menu bar.

Toolbar Button Configuration The following steps can be used to create toolbar buttons for either the workstation or a specific project. Project toolbar buttons will cover up any workstation toolbar buttons.


1 The Configure Toolbar window will display after opening the Project or Workstation toolbar buttons.

2 Highlight a line within the Items list. Item 1 represents the first toolbar button, item 2 the second, and so forth.

3 Type the name or description of the button in the Text field. This text will appear on the button. The Up and Down buttons are used to change the order of the toolbar buttons.

When the "&" character precedes a letter in the Text field, it underscores the letter when the toolbar button is displayed. The underscored letter becomes a shortcut key. For example, "&Edit" is displayed in the toolbar button with the E underlined. When the "e" key is pressed on the keyboard, the Edit command is invoked.

4 In the Command Line area, type the command that will run when the button is clicked, or use the pull-down menu to select a Toolbar Command.

5 If the button is to be used to load a project or to launch an application, use the Browse button to locate the file. The file path will appear in the in the command line area, and the text will appear in the Text area. The text may be edited.

6 Optionally, select a picture to be displayed on the toolbar button by selecting an item in the Image area. Users can create their own images and make them available for use on the toolbar button by copying the image file in the Toolbar folder in the /Applications directory.

7 To modify the button size, click Preference > Project > Special... and select the folder entitled Display Mode. In the Toolbar Icons area specify the toolbar button size.


8 Click the Menu button to assign multiple items to the main button. The setup window is identical to the one used for the main button.

9 Click OK to save the changes and close the window. The Toolbar will update accordingly.

Glossary of Terms 109

Glossary of Terms

3D With relationship to Statistical Process Control, the term 3D refers to a special type of control chart used to monitor three sources of variation on the same chart. The traditional Shewhart control chart is used to monitor only two forms of variation, time-to-time (between subgroup) and piece-to-piece (between piece). The 3D control chart monitors a third form of variation, within-piece variation. The variation across a silicon wafer thickness is an example of within-piece variation.

ACC Assignable Cause Codes are used to identify the root cause of a problem within a process. "Bent Drill Bit" is one example of an ACC. These codes can be used in Pareto Analysis and displayed as markers on control charts.

Box & Whisker plot A Box & Whisker Plot is similar to displaying data in histogram form to give an indication of the distribution of test data. Unlike the histogram, however, the Box & Whisker Plot is more space efficient, making it easier to view many groups of data together.

CAC Corrective Action Codes are used to identify the action taken to correct a problem with a process. "Replaced Drill Bit" is an example of a CAC. In the SPC program, these codes can be used in Pareto Analysis and displayed as markers on control charts.

Calculated Control Limits Calculated control limits are determined by the software each time a control chart is re-processed. These limits represent the expected amount of variation within the plotted values.


Capability Report A Capability Report is a spreadsheet-like window that allows each row to be configured with a different Part, Process and Test characteristic combination. It provides all process potential indices, process performance indices, mean, range, standard deviation and other descriptive statistics.

c-Chart The c control chart is an attribute chart used to plot the number of defects per unit. The c control chart requires the unit size to remain constant. If the unit size varies, the u chart should be used.

Control Limits See Calculated Control Limits and Specified Control Limits.

CUSUM An acronym for Cumulative Sum, this control chart processing option is based on the cumulative difference of the subgroup values from their target value. This cumulative summing of these differences has the effect of accentuating the detection of shifts in the process mean or variability. This type of control chart is effective for detecting small shifts or changes in a process.

Data Entry Configuration Data Entry Configuration determines what Parts, Processes and Test characteristics will be available during data entry.

Data Source A Data Source identifies a connection to an Open Database Connectivity (ODBC) database. In simplest terms, the Data Source tells InfinityQS SPC, or any Windows application, what database to connect to and what tool or ODBC Driver to use to access the database.

Database Manager Database Manager is a separate utility used to maintain InfinityQS databases. DBM provides a graphical representation of a database and the tools necessary for creating and modifying individual records within the database. (Start > Programs > InfinityQS Proficient > Utilities > Database Manager)

DBM See Database Manager.


DDE Dynamic Data Exchange is a Windows protocol used to link two applications together so they can share some type of information. In InfinityQS, each test characteristic can be linked to any application that supports DDE. With this feature, other applications can transmit measurements to InfinityQS for data storage and real-time analysis.

Defectives One of three types of tests used to measure or inspect a Part or Process. It refers to characteristics used to count the individual number of defective pieces.

Defects One of three types of tests used to measure or inspect parts or processes. It refers to characteristics used to count the number of defects on a part, such as total number of imperfections found on a part.

Descriptors Descriptors provide additional characteristics to further identify or tag the data. Sometimes referred to as traceability fields. Examples of common descriptors might include Work Order Number, Vendor Name and so forth. InfinityQS has six predefined descriptors: Shift, Job, Lot, Component Lot, Serial Number and Employee. An unlimited number of user-defined descriptors can be tagged to a subgroup. Descriptors can be either tagged to the subgroup or to each individual part within a subgroup. Use of descriptors is optional.

DPMO The Defects Per Million Opportunities chart is used in assembly operations when an item or part contains many opportunities for a defect to occur. For example, a circuit board assembly contains many components and operations that must be successfully completed to make the final assembly. This type of operation typically uses a DPMO control chart during final inspection for monitoring the processes involved.

EWMA Exponentially Weighted Moving Average. This refers to a moving average of the previous data where each data point is assigned a weight. These weights decrease from the present to past in an exponentially decaying fashion.

This control chart is an alternative to a traditional control chart when detection of small shifts in the mean or variation is required.


Factor A Factor value is associated with most database records. The default factor is 1. However, a factor can be any real number (positive or negative). Factor values can be used in the Equation Editor (specifically the Part, Process and Test factors). Factor values are also used as the weighting value in the Pareto Analysis.

Focus This refers to the currently active window within an application. To put a chart in focus, click on it. The menu bar across the top will become blue. (Windows default)

IX Chart Individual X control chart used to monitor data when the subgroup is equal to one.

Linked Chart Any chart that is linked to a Data Entry Configuration.

LSL Lower Specification Limit

MR Chart Moving Range control chart used to monitor the moving ranges between consecutive IX or Xbar plot points.

Nominal A value that lies halfway between its upper and lower specification limits. Nominal also refers to a control chart processing option where the plot points are based on the deviation from the specification nominal value.

np Chart The np control chart is used for monitoring part or attribute rejections in a process. The np control chart plots defectives data from constant subgroup sizes. If the subgroup size varies, the p chart should be used.

ODBC Drivers Open Database Connectivity is a Microsoft standard defining the way that applications and databases communicate. An ODBC driver is similar in concept to a printer driver, providing maximum flexibility to the user to choose the database that best suits their need. Depending on the type of database system being used (such as ORACLE or ACCESS), a different ODBC driver must be utilized. Basically, InfinityQS applications communicate with all database systems in a "common


language." The driver then translates the data into a language that the specific database system can understand.

p Chart The p control chart plots the proportion defective from a varying subgroup size.

Pareto Chart Pareto is a chart used to identify the significant attributes with a dataset. Vilfredo Pareto [1884-1923], called it a way of separating the "vital few" from the "trivial many." Pareto charts can analyze data split into major and minor categories.

Part Part represents what is being examined, observed or evaluated. Parts are distinguished from another by differences in their geometric shapes, size, color, material and so forth. Examples of Parts might include: Aluminum Engine Mount, Blueberry Breakfast Cereal Bar, Wing Skin A, Frozen Juice Product B, 32 oz Plastic Bottle, John's Green Ketchup, Italian Port Wine, Silicon Wafer 99-A, etc. Parts of similar shapes (or function) are organized into part families or groups. In InfinityQS, parts are organized under different groups. For example, all valve part numbers may be stored under a group named "Valves". Typically, different parts have different specifications.

Process Process describes what creates, treats or prepares the part being evaluated in the test. The process is what creates the test being measured. A process can be a machine, a line, a mold or a cavity within a mold. Many processes could be used to produce a finished part. If an outside diameter is being measured, the lathe that created the outside diameter is the process. If temperature is being measured, the process is what created the temperature, such as an oven.

Project In the most basic terms, a project is little more than a template. A project describes what database to use, how subgroup information will be added (subgroup size, number of test characteristics, and so on), and what charts are to be displayed. It also describes how to respond to alarm conditions. A project does not contain actual data, test information, limits or alarm rules; these items are part of the database itself.

Range The value calculated by subtracting the smallest value from the largest value within a subgroup or dataset.


SD Standard Deviation. A measure of variation representing the average deviation of values about their mean.

Short Run A term used to describe a family of control chart options. The short run options include target, nominal, short run, and group.

SPC Monitor SPC Monitor is a spreadsheet-like window that allows one to configure each row with a different Part, Process and Test characteristic combination. Each row is basically a control chart without the graphical display. This report allows many process streams to be monitored simultaneously without using large amounts of systems resources and memory.

Specification Limits These limits determine the acceptability of a Test characteristic. Sometimes referred to as engineering limits, they are based on a part's requirements. Specification limits can be defined for any variable test and are unique for any Part/Test combination.

Specified Control Limits Specified Control Limits are control limits that have been "locked" by the user. Specified control limits can be based on historical data or user-defined.

Statistical Process Control – SPC A systematic method of tracking, predicting and reducing process variations.

Statistical Process Control (SPC) involves sampling a process at regular intervals. Subgroups of the process are then analyzed to determine if the process is in statistical control and/or capable of meeting requirements. If the process is found to be out of control and/or not capable of meeting requirements, it is analyzed to determine the sources of unwanted variability. Once the sources of variability are determined, steps are taken to remove or reduce the variability in a process.

Standardized A chart processing option that plots points in terms of standard deviation units. Such a control chart has a centerline of zero and control limits of +3 and -3. A standardized control chart is also known as a Z-chart.


Target Target is the expected value of a reading as defined in the Specification Limit record. It also refers to a control chart processing option where the plot points are based on the deviation from the specification limit target value.

Test Test is the name of what is being measured. The test value represents the outcome of the examination, observation or evaluation being performed. Examples of Tests include: Product Net Weight, % Salt, Volume, Inside Diameter A, Viscosity, Height, Batter Temperature, Oxide Thickness, Torque, Critical Defect Type, etc. Test is also referred to as a characteristic or a feature.

Title Bar A window component that displays an application-defined line of text. Typically, the text identifies the application or indicates the purpose of the window.

u Chart The u control chart is used for monitoring defects from varying subgroup sizes.

USL Upper Specification Limit

Variables One of three test types used to measure or inspect a Part or Process. A variable test is one that can be measured on a continuous scale, such as height or temperature.

Xbar Xbar is the estimate of a population's mean. Xbar is calculated by taking the average of a representative dataset.

Zone Many of the advanced alarms used in control charts are based on zones. Zones are established by dividing the area between the control limits into six equally spaced areas. These areas represent one, two and three sigma zones.

Z-chart See Standardized.

Index 117

Index

3 3D • 107

A About Upgrading • 30 ACC • 107 Account Lock (iiLock.exe) • 21 Account Reset (iiReset.exe) • 21 Activity Monitor (iiActv.exe) • 21 Adding Data • 44 Adding Specification Limits • 43

B Backup • 11 Box & Whisker plot • 107

C CAC • 107 Calculated Control Limits • 107 Capability Report • 108 c-Chart • 108 Chart Name • 84 Chart Review and Validation • 46 Chart Type • 85 Column Gage Server (iiColGage.exe) •

22 Concurrent User License Upgrade • 36 Control Charts • 47, 49 Control Limits • 108 Creating a Data Source and Associating

to the Database • 54 Creating a Database • 37 Creating a Database • 54

Creating a New Data Entry Configuration • 69

Creating a Project • 39 Creating Charts • 80 Creating Charts and Selecting Data • 80 Creating Projects • 67 Creating Toolbar Buttons • 104 CUSUM • 108 CUSUM Folder • 95

D Data Acquisition Drivers

(iixxDAD.exe) • 22 Data Acquisition System (DAS)

(iiDAS01.exe) • 22 Data Entry and Equation Editor

Scientific Notation • 9 Data Entry Configuration • 68, 108 Data Entry Configuration Name • 70 Data Selection Wizard • 86 Data Source • 108 Database Conversion • 13 Database Engine • 19 Database Manager • 9, 108 Database Manager (iiDBM.exe) • 20 Database Requirements • 18 DBM • 108 DDE • 109 Defectives • 109 Defects • 109 Descriptor Tables • 66 Descriptors • 78, 109 Documentation, Training Materials and

Examples • 22 DPMO • 109

E Establish a Company-Wide Database

Structure and Naming Convention • 63

Estimate Folder • 96 Evaluation License • 31, 36 EWMA • 109 EWMA Folder • 94 Examples • 23


F Factor • 110 File Versions (Version.exe) • 21 First Time Installation • 26 Focus • 110

G Gage Server (iiGsrvr.exe) • 21 General • 97 General Information • 86 General Options • 99 Getting Assistance • 9 Getting Started Guide • 22 Group Folder • 93 GTS Standard Edition (iiGTSSE.exe) •

19

I Import Utility (iiIMP.exe) • 21 Industry Examples • 51 InfinityQS Applications • 19, 28 Install Evaluation Key • 32 Installation • 4, 17 Installation Types • 24 Installation Utility • 23 Installing from CD • 24 Installing from the Web Site • 24 Introduction • 1 IPJ Assist - (ipj_asst.exe) • 21 IX Chart • 110

L Licensing • 31 Linked Chart • 110 Linking the Chart to a Data Entry

Configuration • 84 Local Files • 14 Lot Genealogy • 4, 5, 8 LSL • 110

M Major/Minor Category • 100 MDAC 2.61 • 23 Microsoft Supplied Components • 23

Modifying an Existing Build • 29, 30 MR Chart • 110 MSA Standard Edition (iiMSASE.exe)

• 19

N Net Process Monitor (iiNPMSE.exe) •

20 Nominal • 110 np Chart • 110

O OD – Average Control Chart • 49 OD – Location A Control Chart • 47 OD – Location B Control Chart • 48 OD – Location C Control Chart • 48 ODBC 4.0 Drivers • 23 ODBC Driver • 18 ODBC Drivers • 110 OPC Data Collector (iiOPCDC.exe) •

20 OPC Test (OPCTest.exe) • 21 Organizing a Database • 61 Overview • 53

P p Chart • 111 Pareto Chart • 111 Part • 71, 111 Part Table • 64 Parts • 62 Permanent License • 34 Prepare for a Successful Installation •

25 Process • 73, 111 Process Table • 66 Processes • 62 Processing Options • 90 Processing Options for a Pareto Chart •

99 Processing Options for Box & Whisker

Charts • 102 Processing Options for Capability

Analysis • 97

Index 119

Processing Options for Control Charts • 90

Processing Options for Lot Genealogy Charts • 101

Program Files • 19 Program Utilities • 20 Project • 111 Project Upgrade • 13

R Range • 111 Real Time Importer (iiRTI03.exe,

iiRTI10.exe and/or iiRTI20.exe) • 20 Removing an Older Release • 31 Report Writer (iiRPWSE.exe) • 20 Request Evaluation Key • 31 Required Items • 70 Restoring an Older Build • 31

S Sample Size • 70 SD • 112 Sequence of Tests • 78 Set Up Example – From Start to Finish

• 37 Setting Up • 53 Short Run • 112 Software Upgrade • 12 SPC • 4 SPC Enterprise Edition (iiSPCEE.exe) •

19 SPC Merge (iiMerge.exe) • 20 SPC Monitor • 112 SPC Transfer (iiSPCTransfer.exe) • 20 Special • 99 Specification Limits • 112 Specified Control Limits • 112 Standardized • 112 Statistical Process Control – SPC • 112 Sub-Tests • 77 System File Locations • 14 System Files • 14 System Requirements • 17

T Target • 113 Technical Support • 9 Test • 75, 113 Test Table • 66 Tests • 63 Title Bar • 113 To Add a Part Group... • 64 To Add an Part Item to a Part Group... •

65 To Automatically Build Charts... • 80 To Change Processing Options for a

Chart... • 90 To Configure Project Level Toolbar

Buttons... • 105 To Configure Workstation Level

Toolbar Buttons... • 105 To Convert Database... • 13 To Create a Chart From Scratch... • 83 To Create a Chart Using An Existing

Chart's Data Selection... • 81 To create a new project... • 67 To Create Tables... • 57 To Create the Data Source... • 54 To Organize Box & Whisker Charts

into Major-Minor Processing... • 103 To Upgrade an Existing Database... • 58 Toolbar Button Configuration • 105 Training • 9 Training Materials • 22 Type Folder • 91 Types of Database Tables • 63

U u Chart • 113 Understanding the Part-Process-Test-

Descriptor Relationship • 62 Uninstalling • 30 Upgrade Procedures • 11 Upgrading to a Newer Build • 30 Using the Help System • 9 USL • 113 Utilities Upgrade • 13


V Validation • 37 Variables • 113 View Data Chart • 46

W What’s New in 2004 • 3 Windowing • 98

X Xbar • 113

Z Z-chart • 112, 113 Zone • 113