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western-electric-rules-checker

Detect special-cause patterns on control charts with the Western Electric rules (1 point beyond 3 sigma, 2 of 3 beyond 2 sigma, 4 of 5 beyond 1 sigma, 8 in a row on one side) and optionally the Nelson rules (9 in a row, 6-point trends, 14 alternating points, 15 points hugging the centre, 8 points avoiding the centre). Works from given centre and sigma, from control limits, or from a Phase I baseline; merges overlapping hits into one signal per pattern and names the likely manufacturing cause (setting change, new lot, tool wear, tampering, stratification, mixture). Covers zones, false-alarm rates and average run length, which rules to use in Phase I vs Phase II and on range or attribute charts, autocorrelation, and how to respond to a signal without tampering. Use when reviewing an SPC chart, deciding whether a process is in control, or explaining a pattern on a chart.

Points beyond the control limits catch big changes; run rules catch the small shifts, trends and mixtures that cause most drift into nonconformity. scripts/we_rules.py applies the Western Electric (and optionally Nelson) rules, merges overlapping hits so a single shift reports once, and gives the usual cause of each pattern.

Trigger Conditions

Activate this skill when the user:

  • Has control chart data and wants to know whether the process is in control
  • Sees a pattern (run, trend, saw-tooth, hugging) and asks what it means
  • Asks which run rules to use, or why the chart signals so often
  • Needs to document special-cause signals for a Phase I study or audit

Limits for the chart: manufacturing-spc-chart-builder.

Workflow

text
1. LIMITS   -> centre and sigma of the plotted statistic from a stable baseline (or the chart's UCL/LCL)
2. CHECK    -> python scripts/we_rules.py chart.csv --value xbar --ucl 12.0121 --lcl 12.0063 [--nelson]
3. ORDER    -> investigate signals in time order; the first point of a run is where something changed
4. CAUSE    -> what changed then (lot, tool, operator, setting, maintenance)? patterns-and-causes.md
5. RESPOND  -> contain if needed, fix the cause, annotate the chart; no limit recalculation to hide signals

Rules

CodeRulePattern
WE11 point beyond 3 sigmaSudden special cause
WE22 of 3 beyond 2 sigma, same sideShift starting
WE34 of 5 beyond 1 sigma, same sideSmall shift
WE4 / N28 (Nelson: 9) in a row on one sideSustained shift
N36 in a row increasing or decreasingTrend (wear, heating)
N414 alternatingTampering, two streams
N715 within 1 sigmaStratification
N88 beyond 1 sigma on both sidesMixture
text
WE3 at 19 (points 15-24): a small sustained shift: tool wear, temperature, gradual change
N2 at 23 (points 15-24): a sustained shift in the mean
N3 at 45 (points 40-47): a trend: tool wear, heating, chemical depletion

Zones, Nelson numbering, false-alarm rates and ARL, rule choice for Phase I/II, R and attribute charts, autocorrelation: rules-and-false-alarms.md. Pattern-to-cause table and how to respond: patterns-and-causes.md.

Output Format

Deliver:

  1. Basis - centre and sigma used and where they came from; rule set.
  2. Signals - rule, span of points, likely cause, in time order.
  3. Verdict - in control or not; which signals need investigation first.
  4. Actions - containment (if parts may be bad), cause investigation, chart annotation.

Scripts

bash
python scripts/we_rules.py xbar.csv --value xbar --center 12.0092 --sigma 0.00097
python scripts/we_rules.py xbar.csv --value xbar --ucl 12.0121 --lcl 12.0063 --nelson
python scripts/we_rules.py data.csv --value x --baseline 25 --label sample

Exit codes: 0 no signals, 1 signals found, 2 usage or data error (fewer than 8 points, sigma <= 0).

Additional Resources

FileContent
rules-and-false-alarms.mdZones, WE and Nelson rules, false-alarm rates, rule choice, prerequisites
patterns-and-causes.mdPatterns with typical manufacturing causes, first checks, responding without tampering
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