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Monitoring and updating MoM values
Updating MoM values
• When to make changes
• Factor updates
• Discussion
CUSUM charts
• Practical session
Confidence intervals
• Practical session
CUSUM Charts
Practical session: Constructing CUSUM charts
• Quick demonstration in XL
• Some illustrative examples with no random variation to illustrate the
methodology
• Discussion of features of the CUSUM charts
Practical session: Constructing CUSUM charts
For each series of MoM values
1. Compute the log10MoM values
2. Produce the CUSUM
3. Plot the CUSUM and interpret
Observation Series 1 Series 2 Series 3 Series 4 Series 5
1 1.1 0.9 1.0 0.9 1.00
2 1.1 0.9 1.0 0.92 1.00
3 1.1 0.9 1.0 0.94 1.00
4 1.1 0.9 1.0 0.96 1.00
5 1.1 0.9 1.0 0.98 1.00
6 1.1 0.9 1.2 1.00 0.99
7 1.1 0.9 1.2 1.02 0.98
8 1.1 0.9 1.2 1.04 0.97
9 1.1 0.9 1.2 1.06 0.96
10 1.1 0.9 1.2 1.08 0.95
11 1.1 0.9 1.2 1.10 0.94
12 1.1 0.9 1.2 1.12 0.93
13 1.1 0.9 1.2 1.14 0.92
14 1.1 0.9 1.2 1.16 0.91
15 1.1 0.9 1.2 1.18 0.9
16 1.1 0.9 1.0 1.2 0.89
17 1.1 0.9 1.0 1.22 0.88
18 1.1 0.9 1.0 1.24 0.87
19 1.1 0.9 1.0 1.26 0.86
20 1.1 0.9 1.0 1.28 0.85
0 5000 10000 15000 20000 25000
-600
-400
-200
0
Sample
log10MoM
JanFeb
M
ar
Apr
M
ay
Jun
Jul
Aug
1 MoM
0.9 MoM
1.1 MoM
0.95 MoM
1.05 MoM
Log MoM CUSUM: Perfect
The horizontal
trajectory
reflects the
situation where
there is no bias in
MoM values.
0 1000 2000 3000 4000 5000 6000 7000
-150
-100
-50
0
50
100
Sample
log10MoM
Dec
JanFeb
M
ar
Apr
M
ay
Jun
Jul
Aug
1 MoM
0.9 MoM
1.1 MoM
0.95 MoM
1.05 MoM
Log MoM CUSUM with bias
Positive bias
apparent from
May.
Interpretation of CUSUM charts
• CUSUM charts are a powerful way of monitoring MoM values over
time
• Interpretation of CUSUM charts can be far from straightforward
• There is always a danger of over interpretation
• Confidence intervals can be used to account for the uncertainty in
estimation of median MoM values
Confidence Intervals for
Median MoM values
Confidence Intervals
Given a series of n MoM values, the process of obtaining a confidence
interval is as follows
1. First ensure that no updates to medians have taken place in the
series
2. Second check that the CUSUM scatters about a straight line
3. Compute the log10 MoM values
4. Compute the mean (i.e. average) and standard deviation
5. Compute the standard error (SE = standard deviation/sqrt(n))
6. The lower and upper limits are given by mean ± 1.96×SE
Practical session: Constructing Confidence Intervals
• Quick demonstration in XL
• Hands on
Confidence intervals for MoM values - practical.xls
Updating MoM values
Dealing with changes
• Detecting changes
• When to make changes
• What changes to make
12
• The aim is to keep median MoM levels close to the
target by making changes to remove biases that are
going to continue
• We need to avoid ‘chasing noise’ which will make
things worse
13
Deciding when to make changes
Given an apparent shift in
a temporal plot, try to
identify the cause. Decide
whether that cause is likely
to persist. If so, consider
making a change.
Information on a ‘special
cause’ such as a lot
change would provide
further evidence that the
change is likely to persist.
Deciding when to make changes
log(MoM)
14
Lot change
Factor Updates
• If the median MoM is running at a value different from 1 and this situation is
going to persist into the future, then make a factor update.
• The methodology is dependent on the software.
ViewPoint
Changes to ViewPoint involve
completing a form specifying
the median MoM.
ViewPoint
Changes to ViewPoint involve
completing a form specifying
the median MoM.
LifeCycle
• If a log10 polynomial regression is used for gestational age, the
intercept parameter A in the regression is updated by adding
log10(Median MoM).
• New A = Current A + log10(Median MoM)
• For example if the median MoM is running consistently at 0.95
log10(0.95) = -0.022276 is added to A.
• New A = Current A - 0.022276
Testing
• It is important to test all updates.
• If the current median MoM is 0.95 and a factor update is
applied, then the effect should be to divide by 0.95 so that, for
example, a MoM that was 0.95 before the change should
become 0.95/0.95 = 1.
• A simple way of testing is to look take samples before the
change and verify that after the change the factor has been
applied correctly.
Updating the full equations
• Anything other than a factor updates requires
specialist input
• This requires
• new coefficients
• test data
• Diagnostics based on the data provided
20
21
Discussion
• What processes do you have in your laboratory for applying
factor updates?
• How do you document these updates?
• Does the software supplier provide any advice on updating and
testing the software configuration?
• Are there any suggestions for improvement?
Laboratory throughput
Rationale
• Need for sufficient precision to estimate performance (standardised
SPR)
• To enable monitoring of laboratory medians and early detection of
change points
• For proficiency/expertise
log(MoM)
-50
-40
-30
-20
-10
0
10
20
log(MoM)
-50
-40
-30
-20
-10
0
10
20
log(MoM)
-50
-40
-30
-20
-10
0
10
20
log(MoM)
-50
-40
-30
-20
-10
0
10
20
Sample
log(MoM)
-50
-40
-30
-20
-10
0
10
20
0 200 400 600 800 1000
Sample
log(MoM)
-250
-200
-150
-100
-50
0
50
0 2500 5000
5 labs 1,000 samples
1 lab5,000 samples

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3. Monitoring and updating multiple of medians (MoM) values within the laboratory

  • 1. Monitoring and updating MoM values Updating MoM values • When to make changes • Factor updates • Discussion CUSUM charts • Practical session Confidence intervals • Practical session
  • 3. Practical session: Constructing CUSUM charts • Quick demonstration in XL • Some illustrative examples with no random variation to illustrate the methodology • Discussion of features of the CUSUM charts
  • 4. Practical session: Constructing CUSUM charts For each series of MoM values 1. Compute the log10MoM values 2. Produce the CUSUM 3. Plot the CUSUM and interpret Observation Series 1 Series 2 Series 3 Series 4 Series 5 1 1.1 0.9 1.0 0.9 1.00 2 1.1 0.9 1.0 0.92 1.00 3 1.1 0.9 1.0 0.94 1.00 4 1.1 0.9 1.0 0.96 1.00 5 1.1 0.9 1.0 0.98 1.00 6 1.1 0.9 1.2 1.00 0.99 7 1.1 0.9 1.2 1.02 0.98 8 1.1 0.9 1.2 1.04 0.97 9 1.1 0.9 1.2 1.06 0.96 10 1.1 0.9 1.2 1.08 0.95 11 1.1 0.9 1.2 1.10 0.94 12 1.1 0.9 1.2 1.12 0.93 13 1.1 0.9 1.2 1.14 0.92 14 1.1 0.9 1.2 1.16 0.91 15 1.1 0.9 1.2 1.18 0.9 16 1.1 0.9 1.0 1.2 0.89 17 1.1 0.9 1.0 1.22 0.88 18 1.1 0.9 1.0 1.24 0.87 19 1.1 0.9 1.0 1.26 0.86 20 1.1 0.9 1.0 1.28 0.85
  • 5. 0 5000 10000 15000 20000 25000 -600 -400 -200 0 Sample log10MoM JanFeb M ar Apr M ay Jun Jul Aug 1 MoM 0.9 MoM 1.1 MoM 0.95 MoM 1.05 MoM Log MoM CUSUM: Perfect The horizontal trajectory reflects the situation where there is no bias in MoM values.
  • 6. 0 1000 2000 3000 4000 5000 6000 7000 -150 -100 -50 0 50 100 Sample log10MoM Dec JanFeb M ar Apr M ay Jun Jul Aug 1 MoM 0.9 MoM 1.1 MoM 0.95 MoM 1.05 MoM Log MoM CUSUM with bias Positive bias apparent from May.
  • 7. Interpretation of CUSUM charts • CUSUM charts are a powerful way of monitoring MoM values over time • Interpretation of CUSUM charts can be far from straightforward • There is always a danger of over interpretation • Confidence intervals can be used to account for the uncertainty in estimation of median MoM values
  • 9. Confidence Intervals Given a series of n MoM values, the process of obtaining a confidence interval is as follows 1. First ensure that no updates to medians have taken place in the series 2. Second check that the CUSUM scatters about a straight line 3. Compute the log10 MoM values 4. Compute the mean (i.e. average) and standard deviation 5. Compute the standard error (SE = standard deviation/sqrt(n)) 6. The lower and upper limits are given by mean ± 1.96×SE
  • 10. Practical session: Constructing Confidence Intervals • Quick demonstration in XL • Hands on Confidence intervals for MoM values - practical.xls
  • 12. Dealing with changes • Detecting changes • When to make changes • What changes to make 12
  • 13. • The aim is to keep median MoM levels close to the target by making changes to remove biases that are going to continue • We need to avoid ‘chasing noise’ which will make things worse 13 Deciding when to make changes
  • 14. Given an apparent shift in a temporal plot, try to identify the cause. Decide whether that cause is likely to persist. If so, consider making a change. Information on a ‘special cause’ such as a lot change would provide further evidence that the change is likely to persist. Deciding when to make changes log(MoM) 14 Lot change
  • 15. Factor Updates • If the median MoM is running at a value different from 1 and this situation is going to persist into the future, then make a factor update. • The methodology is dependent on the software.
  • 16. ViewPoint Changes to ViewPoint involve completing a form specifying the median MoM.
  • 17. ViewPoint Changes to ViewPoint involve completing a form specifying the median MoM.
  • 18. LifeCycle • If a log10 polynomial regression is used for gestational age, the intercept parameter A in the regression is updated by adding log10(Median MoM). • New A = Current A + log10(Median MoM) • For example if the median MoM is running consistently at 0.95 log10(0.95) = -0.022276 is added to A. • New A = Current A - 0.022276
  • 19. Testing • It is important to test all updates. • If the current median MoM is 0.95 and a factor update is applied, then the effect should be to divide by 0.95 so that, for example, a MoM that was 0.95 before the change should become 0.95/0.95 = 1. • A simple way of testing is to look take samples before the change and verify that after the change the factor has been applied correctly.
  • 20. Updating the full equations • Anything other than a factor updates requires specialist input • This requires • new coefficients • test data • Diagnostics based on the data provided 20
  • 21. 21
  • 22. Discussion • What processes do you have in your laboratory for applying factor updates? • How do you document these updates? • Does the software supplier provide any advice on updating and testing the software configuration? • Are there any suggestions for improvement?
  • 24. Rationale • Need for sufficient precision to estimate performance (standardised SPR) • To enable monitoring of laboratory medians and early detection of change points • For proficiency/expertise