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DOI 10.1007/s00170-003-1962-x
ORIGINAL ARTICLE
Received: 4 July 2003 / Accepted: 18 September 2003 / Published online: 29 March 2004
Springer-Verlag London Limited 2004
Nair [9] also developed a scoring scheme (SS) and, Jean and ditions. Taguchi also recommended using techniques of Omega
Guo [4] modified Nair’s SS to propose a weighted probabil- (Ω) transformation. Omega transformation, which transfers the
ity scoring scheme (WPSS) for addressing the parameter op- accumulation probability of factor level to a corresponding Ω
timization of an ordered categorical response. Fuzzy set the- value. Then it can yield the predicted accumulated probability.
ory [5] is a well-known approach used to manage the uncer- Next, the optimum parameter setting can be screening on the fac-
tainties of the qualitative type or the linguistic description of tors’ effect diagram. Subjective judgment, while attempting to
response, especially for decision making for weight for several determine the optimum parameter setting from the factors’ effect
items [1]. In this study, the fuzzy set theory is also applied to as- diagram, will be frequently used.
sess the weight value of the linguistic category for a qualitative Nair [9] presented two scoring schemes (SS) to separately
response. study the dispersion and location effects. The mean square is rec-
Requirements of customers gradually change and the flexi- ommended as evidence of the important effect. Correspondingly,
bility of applications gradually increase, causing the work of the optimal condition solutions of both effects can be obtained
quality improvement to be dynamically analyzed. Restated, the according to the contribution of the dispersion effect and the lo-
quality of response may be varied with some conditions and it cation effect of each control factor. The final optimal control fac-
can be viewed as a dynamic system. For instance, a plating pro- tor level combination is obtained by making an adjustment action
cess can be viewed as a dynamic system – the thickness of plat- between the dispersion effect and the location effect. This ap-
ing varies with the amount of passing current. Taguchi [10, 14] proach is computationally complex for practitioners. Moreover,
also developed a solution for the dynamic system. The variabil- the final adjustments are limited to well-experienced engineers,
ity and sensitivity of the response are simultaneously considered who must use their subjective judgment to compromise disper-
in Taguchi’s dynamic system. In this study, we extend Taguchi’s sion and location effects.
dynamic method to a robust structure. Not only the variabil- Jean and Guo [4] proposed a weighted probability scoring
ity and sensitivity of a qualitative response are considered, but scheme (WPSS) to reduce Nair’s SS drawbacks. Their approach,
the performance of response is also included in the integrated which is simpler and more straightforward than Nair’s SS, com-
approach. Until now, only several studies focused on quality bines the dispersion and location effects into a single mean
improvement of a qualitative response during the static charac- square deviation (MSD). According to the ordered categorical
teristics. Parameter optimization approaches were seldom pro- data definition, the appropriate characteristic is employed and
posed to address quality improvement of a qualitative response the expected mean square deviation can be solved. The optimal
with dynamic characteristics. Therefore, in this study, we pro- control factor level combination is obtained by selecting the min-
pose an integrated parameter optimization approach to resolve imum mean square deviation. Although simpler than Nair’s SS,
quality improvement of a qualitative response with dynamic their approach suffers two drawbacks: (1) Their approach must
characteristics. still use subjective judgment to compromise the dispersion and
The rest of this study is organized as follows. Section 2 re- location effect and (2) the weight given might confuse an inex-
views pertinent literature involving optimization techniques of perienced engineer.
a qualitative response, Taguchi’s dynamic system, and the fuzzy
set theory. Subsequently, Sect. 3 systematically describes the de- 2.2 Taguchi’s dynamic system
tailed procedure of the proposed parameter optimization. Sec-
tion 4 provides an illustrative case involving the lead twist prob- Parameter design is also commonly referred to as robust de-
lem during a stamping process from a lead frame manufacturer sign [10]. Taguchi’s parameter design can be divided into two
in Taiwan’s Science-Based Park to demonstrate the effectiveness classes, depending on the system’s characteristics: static and
of the proposed approach. Concluding remarks will be made in dynamic. These two classes differ primarily in that the latter
Sect. 5. employs the signal factor to analysis and the former does not.
As is well recognized, the dynamic characteristic is an import-
ant class in Taguchi’s parameter design. It can describe a real
problem well by using Taguchi’s dynamic system. The design
2 Literature review
parameters and noise parameters can influence a product and op-
2.1 Parameter optimization for the qualitative (or linguistic) erational process. The design parameters, as controlled by the
response designer, can be divided into (1) signal factor, which only influ-
ences the average of the quality response, and (2) control fac-
To resolve the parameter optimization of a qualitative response, tors, which will influence the variability of quality response. The
Taguchi [12] had developed the accumulation analysis (AA) to noise parameters cannot be controlled or they are too expensive
address it. Four steps are constructed in Taguchi’s AA: (1) defin- to control. Parameter design of Taguchi’s method concentrates
ing the categories and the number of categories for a qualitative primarily on selecting parameters settings to minimize the effect
response, (2) drawing the effects of the factor levels upon the of the noise factor. Restated, the design parameters for a prod-
probability value, (3) plotting the accumulated probabilities, and uct or process should be set up so that the response is close to
(4) deciding the optimum parameter setting and predicting the the desired target with the minimum variability [10, 14]. Experi-
accumulated probabilities of each category under optimum con- mental design is frequently employed to explore the relationship
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between the design parameters and response. In a Taguchi ex- 2.3 Fuzzy set theory
periment, the design parameters and noise parameters are first
arranged in an orthogonal array (OA). Then a signal-to-noise The grade of representation in real life may have uncertainties [5].
ratio (SN ratio) is computed for each experimental combination. Some possible misunderstandings may occur when the uncertain-
The SN ratio, one of Dr. Taguchi’s major contributions to quality ties are represented in conventional binary form. The uncertainties
engineering, is an essential evaluation of parameter design [10]. among the grade of the representation can be represented well by a
The quality characteristic Y is generally regarded as a function linguistic description. There are few differences between fuzzy set
of signal factor M for a dynamic system. The relationship be- and traditional set: the traditional set takes a characteristic func-
tween signal factor and quality characteristics is assumed to be tion only with values 0 and 1 to describe a set, and the fuzzy set
linear, i.e., take a membership function (MF) with the interval [0, 1] to de-
scribe a set. Zadeh [15, 16] proposed a method based on fuzzy
Y = βM + ε, (1) set to formalize linguistic assessment. Basically, the fuzzy set can
be constructed by set elements with respect to the correspond-
where β denotes the sensitivity and ε represents the error term. ing problem. Herein, set elements can also be defined as possible
By considering the different level combination of the control fac- factors affecting the linguistic description. Employing the MF in
tors, Eq. 1 can be rewritten as the fuzzy set can possess the defuzzied activity. That is, the MF
can transform the linguistic assessment into a value in the interval
Y = β(d)M + ε(d), (2) [0, 1]. The magnitudes of the membership values are the member-
ship degree of a fuzzy term with respect to the set elements in the
where d denotes the level combination of control factor, β(d) fuzzy set. Accordingly, the possible misunderstandings using the
represents the system sensitivity under d, and ε(d) is the random conventional binary set can be avoided by using the concept of
error term under d. To resolve a system’s robustness, Taguchi the fuzzy set. Lai and Chang [6] proposed a fuzzy multiresponse
proposed the formula optimization procedure to derive an appropriate combination or
process of parameter setting. A strategy of optimizing the most
β2
η = 10 log (3) possible response values and minimizing the deviation from the
MSE most possible values is used because one must consider not only
for evaluating the SN ratio in decibels (dB). The mean square the most possible values but also the imprecision of the predicted
of error (MSE) represents the mean square of the distance be- response. Tong and Su [13] also proposed a procedure, capable
tween the measured response and the best-fit line. SN ratio and of applying fuzzy set theory to multiple-attribute decision making
sensitivity (S) are utilized as the index for evaluating variability (MADM) [2], to optimize a multiresponse problem. That investi-
and sensitivity. For understanding the detailed contents about SN gation also applied a similar technique for ordering performance
ratio and S value, readers can refer to [10]. by the similarity to an idea solution index to determine the opti-
Wasserman [14] presented a case study of parameter de- mum parameter setting. For detailed content of the fuzzy set the-
sign with dynamic characteristics by using multiple regression ory, readers can refer to [5, 15, 16]. Chen [1] had applied fuzzy
models. However, practitioners with limited statistical training set theory to study the parameter optimization for multiple re-
have difficulty in comprehending such a method. Lunani et sponse problems for considering the weight values of the multiple
al. [7] proposed two graphical methods, the sensitivity-standard responses. Then Hsieh [3] proposed an integrated methodology
deviation plot and the gamma plot, for identifying suitable to achieve quality improvement for processes with the qualita-
measures of dispersion and for performing data analysis. The tive response. His approach applied fuzzy set theory to resolving
two plots provide different views of the data and, they recom- the uncertainties between linguistic categories for a qualitative
mended that two plots be used jointly to supplement the dif- response. However, the significance of design factors cannot be
ferent sources of information. However, the statistical theory studied in this approach. Restated, the flexibility for engineering
for constructing two plots is more complicated. McCaskey and application or engineering analysis will be limited.
Tsui [8] discussed that Taguchi’s dynamic model can be di-
vided into a multiplicative model and an additive model. They
also recommended that two-phase optimization in Taguchi’s dy- 3 Procedure for parameter optimization of
namic system can only be used for the multiplicative model.
a qualitative response with dynamic characteristic
A new procedure was proposed to resolve the additive model
in Tauchi’s dynamic system. However, the complicated com- Five phases are included in the proposed procedure. Phase 1 will
putation of their procedure will be difficult for those having define initially the category and the number of the category. Then
limited statistical training. Su and Hsieh [11] proposed a novel the weight of the corresponding category for a qualitative re-
means of applying neural networks to achieve quality improve- sponse incorporating the engineer’s knowledge and experience
ment for a response with dynamic characteristics. Although the into decision making will be computed. In Phase 2, a summa-
application of their methodology is flexible for others, the en- rized evaluation value is computed by using the weight value
gineering analysis for design factors cannot be included in their derived from Phase 1. The difference between the summarized
methodology. evaluation value and the target for each category can be de-
1183
termined in Phase 3. Next, in Phase 4, we will determine the Table 2. The reference table of crisp number
optimum parameter setting by screening those factors in the
sequence affecting the variability, sensitivity, and quality with SCALE 1 2 3 4 5 6 7 8
respect to the result obtained from Phase 2 and Phase 3. Fi- No. of terms Two There Five Five Six Seven Nine Eleven
nally, depending on the predecided criterion and carrying out
confirmed experiments, one will verify the effectiveness of the 1. Excellent 0.954
optimum parameter setting. The detailed procedure will be given 2. Very high 0.909 0.917 0.909 0.917 0.864
3. High–very high 0.875 0.701
as follows. Figure 2 graphically depicts the flowchart of the pro- 4. high 0.750 0.833 0.717 0.885 0.750 0.773 0.750 0.667
posed approach. 5. Fairly high 0.7 0.584 0.630
6. Mol high 0.637 0.590
Phase 1: define the categories, the number of categories for 7. Medium 0.583 0.500 0.500 0.500 0.500 0.500 0.500
a qualitative response, and compute their corresponding weight 8. Mollow 0.363 0.410
9. Fair low 0.300 0.416 0.370
values 10. Low 0.166 0.283 0.115 0.250 0.227 0.250 0.333
11. Low–very low 0.125 0.299
For analyzing engineering problems, engineers’ knowledge or 12. Very low 0.091 0.083 0.091 0.083 0.136
experience can provide more available information about it. Es- 13. None 0.046
pecially, the knowledge and experience are available for decision
making about weight value for several items. The fuzzy set the-
ory will be employed to incorporate the engineers’ knowledge
being chosen are employed to represent such three
and experience into analysis; two steps are included in this phase.
categories. However, if the different scales are consid-
Step 1: The definition of categories and the numbers of cat- ered, the scale with the minimum categories should
egories will be determined with respect to engineers’ be used, e.g., two engineers choose three linguistic
knowledge or the judgment of the experienced engineers. descriptions (high, medium, low) to represent quality
Step 2: To decide the weight value of each category. of response, six scales (SCALE 2, 3, 4, 6, 7, 8) from
(i) Incorporating the concept suggested by Chen [1] Table 1 can be the choice. Herein, we should choose
with engineers’ knowledge or experience, the impor- scale 2 for including the minimum linguistic terms.
tance of each category can be represented as several (iii) After choosing the linguistic descriptions from
linguistic descriptions. Thirteen descriptions are fre- Table 1, the crisp number can be determined by
quently used. Table 1 lists the definition of linguistic screening out Table 2, e.g., scale 2 is chosen from
descriptions. Table 1 and three linguistic descriptions (high,
(ii) In Table 1, eight corresponding scales are also pro- medium, low) are also determined. Then three crisp
vided. The linguistic term and the corresponding scale numbers 0.833, 0.500, and 0.166 are screened out
will be denoted as yes in Table 1. The scale can be from Table 2. The summation of the crisp numbers
regarded as the maximum numbers for including lin- being screened out does not equal 1. Hence, they
guistic terms, e.g., scale 3 denotes that we can describe should be standardized into a weight value lying be-
a response by the maximum categories of five (very tween 0 and 1. The weight value will be viewed
high, high, medium, low, very low). If a response just as the weight of each category, denoted as (Lw) K ,
has three categories, the three linguistic descriptions where k = 1, 2,. . . , s and k means the number of
categories and sk=1 (Lw)k = 1.
(iv) Assuming a engineers assess the weight value of the
Table 1. The reference table of eight scale category, n weight values can be obtained (n ≤ a).
The ratio of the nth is an /a, where an denotes the
SCALE 1 2 3 4 5 6 7 8 numbers of engineers in the nth term. If the weight
No. of terms Two There Five Five Six Seven Nine Eleven value of the kth category in the nth term is (Lw)nk ,
the weight value Wk of the kth category will be given
1. Excellent Yes as follows:
2. Very high Yes Yes Yes Yes Yes
3. High–very high Yes Yes
n
4. High Yes Yes Yes Yes Yes Yes Yes Yes Wk = (Lw) pk × (a p /a). (4)
5. Fairly high Yes Yes Yes p=1
6. Mol high Yes Yes
7. Medium Yes Yes Yes Yes Yes Yes Yes
8. Mollow Yes Yes
9. Fair low Yes Yes Yes Phase 2: design experiments and compute the summarized eval-
10. Low Yes Yes Yes Yes Yes Yes Yes uation value for each trial
11. Low–very low Yes Yes
12. Very low Yes Yes Yes Yes Yes Step 1: Engineers utilize brainstorming to screen out the possible
13. None Yes
design factors. Then the level of each design factor can
1184
also be determined and an orthogonal array (OA) L x will denotes the target value.
be chosen, where x denotes the number of experimental Step 2: Integrate the difference values of all g levels for signal
trial (x = 1, 2, . . . , h). factor into an assessment index for the xth experimental
Step 2: Compute the accumulatively weighted ratio value Cxuk trial. Such an assessment index will be given as follows:
for the xth experimental trial for the kth category under g
the uth signal factor. Assuming m xuk (k = 1, 2, . . . , s)
Dx = − log10 d xu .
2
(8)
denotes the number of the kth observation for the xth
u=1
(x = 1, 2, . . . , h) experimental trial
under the uth (u =
1, 2, . . . , g) signal factor, where sk=1 m xuk = m and m
denotes the number of observations. The accumulatively Phase 4: determine the optimum factor/level combination
weighted ratio value can be computed as follows:
Step 1: Compute the estimated slope value β̂ and variability σ̂ 2
e by using summarized evaluation value Yx and the signal
Cxue = Rxuk Wk , e = 1, 2, . . . , s, (5) factor. Then plot the response diagram by utilizing the
k=1 SN ratio and the S ratio. Screen out those factors affect-
where Rxuk = m xuk /m denotes the ratio value of the xth ing variability and sensitivity.
experimental trial for the kth category under the uth sig- Step 2: Utilizing Eq. 8 to screen out the adjustable factors to
nal factor; Wk denotes the weight value of the kth cate- adjust the fitted regression line to the target line. That
gory. is, the performance can be enhanced after doing the
Step 3: The summarized evaluation value Yxu for the xth (x = work.
1, 2, . . . , h) experimental trial under the uth signal factor The adjustable factors, which are the factors that can
will be given as follows: be changed without affecting variability or sensitivity,
only have effect on the performance. Besides, the con-
s cept of the qualitative response can be viewed as the
Yxu = Cxuk . (6) larger-the-better (LTB) and the goal of the adjustable
k=1 factor is to move the fitted regression line to the tar-
get line. Figure 1 depicts the concept of adjustable
factor.
Phase 3: compute the difference between the ratio of each cate- Step 3: Determine the optimum parameter setting in the se-
gory and the target for each experimental trial quence of variability reduction, sensitivity, and perform-
2 between the ratio value R ance enhancement.
Step 1: Compute the difference d xu xuk
of the xth experimental trial for the kth category and the
target value Tk under the uth signal factor: Phase 5: Confirm and compare with the given criteria
s The comparison criteria can be predecided according to the real
2
d xu = [Wk (Rxuk − Tk )]2 (7) requirements. To verify the effectiveness of the result, we must
k=1 conduct a confirmed experiment. If the result cannot be accepted
where or it cannot arrive at the criteria on which we predecided, it must
go back to phase II to reanalyze the design factors and signal
1, k = 1 factor or redesign The experiment or repeat the entire procedure
Tk =
0, k = 2, 3, . . . , s until the criteria can be met.
higher than other types. The chosen QFP has 100 leads, where
each side has 24 leads. Figure 3 depicts the architecture diagram.
The quality response we focused on is lead twist, and no equip-
ment can directly measure the twist angle. The manufacturer had
self-designed a line-scanning matcher to evaluate the twist angle
now. That is, in such equipment, there are several ordered cate-
gories with different angle ranges. The scanning signal obtained
from measuring is then compared with those categories in the
laser scanning matcher and the matching category can be deter-
mined. The result obtained by the line scanning matcher will be
a range, the definition of twist angle being that angle between
the horizontal line and the maximum twist side. Figure 4 de-
picts the definition of twist angle. From the definition of twist Fig. 5. The relationship between ratio of width and thickness and twist angle
angle, the quality response can be viewed as an ordered categor- less than 30
ical response.
To satisfy the customer’s requirements, the design of the lead
frame could provide several ratios of width-thickness. Under dif-
Table 3. The definition of category for the qualitative response Table 5. The weight value of each category
Table 4. The crisp number derived from transformation Table 6. The weight value (Wk ) of each category after integration
A1 0.909 0.670 0.500 0.227 0.091 Weight 0.402 0.254 0.193 0.108 0.043
A2 0.909 0.500 0.363 0.227 0.091
A3 0.954 0.590 0.500 0.333 0.136
A4 0.909 0.500 0.363 0.227 0.091
A5 0.909 0.670 0.500 0.227 0.091 Step 2: Compute the accumulatively weighted ratio
value for different experimental trials under
each level of signal factor by using Eq. 5. Partial
brainstormed to determine the relative impor- results are listed in Table 7.
tance according to Table 1. Then a crisp number Step 3: Summarize the accumulatively weighted ratio
of each category for each engineer was derived value of each category under each experimen-
from the transformation of Table 2. The results tal trial for each level of signal factor according
of these crisp numbers are listed in Table 4. to Eq. 6. The obtained results are then regarded
Next, utilizing standardization of these crisp as the summarized evaluation value for each
numbers, the weight of each category deter- experimental trial under each level of signal fac-
mined from engineers can be obtained, and they tor. Table 8 lists the partial results.
are listed in Table 5. Substituting the result of Phase 3: Compute the difference between the ratio value of each
Table 5 into Eq. 4, the weight value of each category and the target for each experimental trial.
category integrating the experience for all engi- Step 1: Initially compute the difference value d2 be-
neers can be derived. Table 6 lists the result. tween the ratio value of each category and the
target for each experimental trial under each
Phase 2: Design experiments and compute the summarized eval- level of signal factor.
uation value of each trial. Step 2: Integrate the difference value d2 of each level
Step 1: Five control factors are chosen in this example. of signal factor into a distance index Dx ,
During those factors, factor A has two levels x = 1, 2, . . . , 18, for each experimental trial.
and the others have three levels and an orth- Table 9 lists the results.
ogonal array (OA) L 18 is then utilized. Phase 4: Determine the optimum parameter setting.
1 0.020 0.122 0.170 0.197 0.199 0.141 0.204 0.243 0.259 0.261 0.221 0.259 0.278 0.300 0.300
2 0.000 0.000 0.067 0.116 0.125 0.080 0.118 0.167 0.199 0.203 0.181 0.219 0.277 0.282 0.284
3 0.000 0.013 0.090 0.133 0.139 0.040 0.142 0.190 0.206 0.211 0.120 0.159 0.255 0.255 0.257
4 0.000 0.000 0.077 0.131 0.135 0.060 0.187 0.245 0.245 0.247 0.161 0.212 0.269 0.280 0.280
5 0.000 0.013 0.138 0.160 0.164 0.000 0.153 0.182 0.192 0.199 0.100 0.164 0.231 0.242 0.244
• • • • • • • • • • • • • • •
• • • • • • • • • • • • • • •
• • • • • • • • • • • • • • •
16 0.020 0.147 0.205 0.211 0.215 0.120 0.210 0.238 0.249 0.254 0.181 0.232 0.289 0.295 0.295
17 0.000 0.178 0.217 0.222 0.224 0.181 0.257 0.276 0.292 0.292 0.321 0.321 0.350 0.356 0.356
18 0.000 0.178 0.217 0.217 0.221 0.000 0.102 0.160 0.181 0.186 0.060 0.175 0.242 0.248 0.248
1188
20.000
are determined from Table 11 and Fig. 8. Fig. 7. Response diagram for S/N ratio
Step 2: By involving the concept mentioned on Fig. 1
and the distance index Dx in Phase 3, the fac-
tors that significantly move the fitted regression Table 11. Response table of sensitivity
line to the target line can be determined. Then
Level
Control factor 1 2 3 Max-min
Table 8. The summarized evaluation value of each experimental trial under
each signal factor’s level A −0.696 0.788 — 1.484
B 1.036 −0.527 −0.041 1.564
Signal factor C 0.297 0.255 −0.084 0.382
D 1.147 −0.693 0.014 1.840
Experimental trial 0.8T 1.0T 1.2T E 0.236 0.040 0.192 0.196
Table 10. Response table of S/N ratio Table 12. Response table of distance index
Level Level
Control factor 1 2 3 Max-min Control factor 1 2 3 Max-min
Table 13. The accumulated probability of each category for the current set-
tings
Current Settings
A1 B3 C2 D3 E1 43.6 52.4 78.6 91.8 100
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ical Data. Technometrics 28:283–291
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