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| Contents | Index |
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The Design Editor provides prebuilt standard designs to allow a user with a minimal knowledge of the subject to quickly create experiments. You can apply engineering knowledge to define variable ranges and apply constraints to exclude impractical points. You can increase modeling sophistication by altering optimality criteria, forcing or removing specific design points, and optimally augmenting existing designs with additional points.
There is a step-by-step guide to using the Design Editor in Tutorial: Design of Experiment in the Getting Started documentation.
You must first have a test plan before you can open the Design Editor.
From the startup (project) view of the Model Browser, click New and select a one or two-stage test plan. See Project Level: Startup View and Test Plans in the Modeling section.
You can design experiments at both stages, for local models and global models; for most two-stage models the global model is most appropriate for design of experiment.
Before you design an experiment we recommend that you set up your input variables, by double-clicking the Inputs blocks on the test plan diagram. See Input Factor Setup.
You can choose the number of inputs for your model and set up their names and definitions, then you can design an experiment to collect data. It is much easier to understand your design points if they are labeled with the factor names. Also, if you do not set up model inputs first, then you can only create designs for the default number of variables (one).
If you want to use optimal designs, then the type of model you are going to use to fit the data is important, and you should choose a model type before opening the Design Editor. Double-click a model block in the test plan diagram to set up model types. Optimal designs are best for cases with high system knowledge, where previous studies have given confidence on the best type of model to be fitted, so in these cases you should pick your model type before designing an experiment. See Selecting Models to find out about model types in the Model-Based Calibration Toolbox product.
If you have no idea what model you are going to fit, choose a space-filling design. Model type has no effect on designs that are space-filling or classical, so if you want to create these designs you can leave the model type at the default and open the Design Editor.
You can invoke the Design Editor in several ways from the Test Plan Level:
First you must select the stage (first/local or second/global) for which you want to design an experiment. Click to select the appropriate model block in the test plan diagram.
Right-click the model block and select Design Experiment.
Alternatively, click the Design Experiment toolbar
icon
.
You can also select TestPlan > Design Experiment.
For an existing design, View > Design Data also launches the Design Editor (also in the right-click menu on each Model block). This shows the selected data as a design.
The Design Editor provides the interface for building experimental designs. You can make three different styles of design: classical, space-filling, and optimal.
Classical designs (including full factorial) are very well researched and are suitable for simple regions (hypercube or sphere). See Creating a Classical Design.
Space-filling designs are better when there is low system knowledge. In cases where you are not sure what type of model is appropriate, and the constraints are uncertain, space-filling designs collect data in such as a way as to maximize coverage of the factors' ranges as quickly as possible. See Creating a Space-Filling Design.
Optimal designs are best for cases with high system knowledge, where previous studies have given confidence in the best type of model to be fitted, and the constraints of the system are well understood. See Creating an Optimal Design.
You can augment any design by optimally adding points. Working in this way allows new experiments to enhance the original, rather than simply being a second attempt to gain the necessary knowledge. See Adding and Editing Design Points.
The following example shows the display after creating an optimal design.
When you first create or open a design, the main display area shows the default Design Table view of the design (see example above). All the views on the right show the design selected in the left tree (see The Design Tree). There is a context menu for the views on the right, available by right-clicking the title bars, in which you can change the view of the design to 1-D, 2-D, 3-D, 4-D, and Pairwise Projections, 2-D, and 3-D Constraint views, and the Table view (also under View menu). This menu also allows you to split the display either horizontally or vertically so that you simultaneously have two different views on the current design. The split can also be merged again. You can also use the toolbar buttons. After splitting, each view has the same functionality; that is, you can continue to split views until you have as many as you want. When you click a view, its title bar becomes blue to show it is the current active view. See Design Editor Toolbar and Menus for more information about how to change your display options.
The information pane, bottom left, displays pieces of information for the current design selected in the tree. The amount of information in this pane can change depending on what the design is capable of; for example, only certain models can support the optimal designs and only these can show current optimal values. You can also see this information and more by selecting File > Properties or using the context menu in the tree.
The Design Editor can display multiple design views at once, so while working on a design you can keep a table of design points open in one corner of the window, a 3-D projection of the constraints below it, and a 2-D, 3-D, or pairwise plot of the current design points as the main plot.
The following example shows several views in use at once.
The currently available designs are displayed on the left in a tree structure.
The tree displays three pieces of information:
The name of the design, which you can edit by clicking it
The state of the design
The icon changes from
if it is empty, to the
appropriate icon for the design type when it has design points (for
example,
optimized, as in the toolbar buttons
for Optimal, Classical, and Space-Filling designs).
The icon changes to
when design points have
been added using a different method (for example, augmenting a classical
design with optimally chosen points). It becomes a custom design
style. You can mix and match all design options in this way.
A padlock appears (
) if the design is locked.
This happens when it has child nodes (to maintain the relationship
between designs, so you can retreat back up the design tree to reverse
changes).
The design that is selected as best. This is the default design that is used for matching against experimental data. The icon for the selected design is the normal icon turned blue. When you have created more than one design, you should select as best the design to be used in modeling, using the Edit menu. Blue icons are also locked designs, and do not acquire padlocks when they have child nodes.
You can reach a context menu by right-clicking in the design tree pane. Here you can delete or rename designs and add new designs. Choose Evaluate Design to open the Design Evaluation window. Properties opens the Design Properties dialog box, which displays information about the size, constraints, properties (such as optimality values), and modification dates of the selected design.
New Design, Delete Design, Print — See the File Menu.
Add, Delete and Sort Point — See the Edit Menu.
Classical, Space Filling and Optimal Design — See the Design Menu.
Split View Horizontally and Vertically— See the View Menu.
New Design — Creates a new design node in the tree. This is blank if it is the first design you create, or, if you have an existing design, the child node is a copy of the parent design. Also in the toolbar and the context menu in the design tree. Use the Design menu or toolbar buttons to set up designs.
Delete Design — Deletes the currently selected design and its subdesigns. Also in the toolbar and the context menu in the design tree.
Rename Design — Enables you to edit the name of the current design. You can also do this by clicking again on the selected design name, or right-click to use the context menu in the design tree.
Properties — Opens the Design Properties dialog box, where you can see information about your current design, such as the number of factors, points, and constraints; the design style; when the design was last modified; optimality values, space filling, and classical settings. Also in the context menu in the design tree.
Import Design — Opens the Import Design dialog box, where you can import designs from Design Editor files (*.mvd), comma-separated-values files (*.csv), or from the workspace. You can browse to the required file or specify the source variable if importing from the workspace. If it is not a Design Editor file you can choose to convert the design points from [-1, 1] range. See Exporting and Importing Designs.
Export Design — Opens the Export Design dialog box, where you can export designs to Design Editor files (*.mvd), comma-separated-values files (*.csv), or from the workspace. You can specify the name of the destination file or variable. For .csv files you can use the check box to choose whether to include factor names, and for the workspace and .csv files you can choose whether to convert design points to [-1, 1] range. See Exporting and Importing Designs. Note that you do not have to export your designs to save them — they are saved when you save your project in the Model Browser.
Merge Designs — Opens the Merge Designs dialog box, where you can choose which designs to merge and a base design. See Merging Designs.
Import Constraints — Opens the Import Constraints dialog box. Here you can import any suitable constraints for the currently selected design. You can import any existing constraints in the design tree, or from a design file, or you can import boundary constraints from file or the current project. See Importing Constraints.
Print — Prints the current view (plots only). You can also use Print Preview. See also Print to Figure in the View menu. If you want to print information from the Table view you can copy the information to the clipboard by using Edit > Copy Design Data, or save the design as a .csv file. Also in the toolbar.
Close — Closes the Design Editor. You return to the Model Browser window. Note that you do not lose your designs, you simply close the Design Editor. The designs reappear when you reopen the Design Editor. When you save your project in the Model Browser your designs remain part of that project.
Copy View — Copies the current view to the clipboard.
Copy Design Data — Copies the design data to the clipboard. This can be useful if you want to print the contents of the Table view.
Clear — Deletes all points in the current design.
Add Point — Opens the Add Design Points dialog box. Here you can choose how many points to add optimally, randomly, or at specified points. Also in the toolbar. See Adding and Editing Design Points.
Delete Point — Opens the Delete Design Points dialog box. Here you can choose the points to delete. Also in the toolbar. See Fixing, Deleting, and Sorting Design Points.
Sort Points — Opens the Sort dialog box. Here you can choose to sort by any or all of your factors, by custom expression, or at random. Also in the toolbar. See Fixing, Deleting, and Sorting Design Points.
Fix/Free Points — Opens the Fix Design Points dialog box. You can fix design points so they are not moved by design optimization processes. See Fixing, Deleting, and Sorting Design Points.
Randomize — Select this option as a quick way of randomly resorting the points in the current design. This is a shortcut to the same functionality provided by the Random option in the Sort dialog box.
Round Factor — Opens the Round Design dialog box. Here you can select a factor to round, and limit it to:
A fixed interval, with optional offset (e.g., an interval of 5 and an offset of 2 rounds to [... -8 -3 2 7 12 17 ...])
A specified number of significant figures
Specified levels
Constraints — Opens the Constraints Manager dialog box. Here you can add, edit, duplicate, and delete constraints on your designs. See Applying Constraints.
Model — Opens the Global or Local Model Setup dialog box (depending on which stage you are designing an experiment for). Here you can change the model for which you are designing an experiment. The model type is important for optimal designs.
Select As Best — Selects the current design as best. This changes the icon in the tree blue. This is the default design that is used for matching against experimental data.
Current View — Changes the current view to your selection from the submenu:
Design Table
1-D Design Projection
2-D Design Projection
3-D Design Projection
4-D Design Projection
Pairwise Design Projections
2-D Constraints
3-D Constraints
Model Description
View Options — these items depend on the currently selected view:
Plot Properties— For 1-D, 2-D and 3-D Design Projections. Opens dialog boxes for configuring details of the current display. You can change basic properties such as color on the projections (1-D, 2-D, 3-D, and 4-D). You can rotate all 3-D views as usual.
Edit Colormap For the 3-D and 4-D Design Projections. You can also double-click the color bar to edit the colormap.
Graph Size For the Pairwise Projections, you can choose graph size or to display all graphs.
Value Filter — For the table view, you can set up a filter to selectively display certain ranges of values.
Display Design Point Numbers — You can select this option to toggle the display of design point numbers in views that support the feature. A design point number is the index of a particular point in the design: this value is permanently displayed in the table view. Views that support the display of design point numbers are
2-D Design Projection
3-D Design Projection
4-D Design Projection
Pairwise Design Projections
Because all these views are projections that use a subset of the design's input factors, it is often the case that the resulting view contains points that have been plotted on top of each other. In this case, the design point numbers will stack up in a column above the common point to aid readability. You can use Display Design Point Count to see at a glance how many points are overlapping in any stack. You can select point count or point numbers but not both.
Display Design Point Count — If points are plotted on top of each other (in 2-D, 3-D, 4-D, or pairwise plots) this option allows you to see how many points are overlapping in each cluster. A number next to a point indicates that more than one point is plotted there.
Split View — splits the current view and adds your selected new view from the submenu.
Split View Vertically — Splits the current view vertically to produce a new view in addition to the currently selected view. Also in the toolbar and the buttons in the title bar of each view. New plot types are produced for each new view. This is a quick way to produce a variety of different plots. Remember that you can change any existing view type by selecting View > Current View or, alternatively, using the context menu to select from the Current View submenu.
Split View Horizontally — Splits the current view horizontally to produce new views, as for Split Vertically. Also in the toolbar and the buttons in the title bar of each view.
Close View — Deletes the current view.
Print to Figure — This option copies the current view into its own figure, allowing you to use the standard MATLAB plotting tools to annotate and print the display.
Optimal — Opens the Optimal Design dialog box. Also in the toolbar. See Creating an Optimal Design.
Classical — You can use the submenu here to go directly to the type of classical design you want, or select Design Browser to see all the options. See Creating a Classical Design. The toolbar button opens the Design Browser.
Space Filling — You can use this submenu to go directly to the type of space filling design you want, or select Design Browser to see all the options. See Creating a Space-Filling Design. The toolbar button opens the Design Browser.
Prediction Error Variance Viewer — Opens the Prediction Error Variance Viewer where you can evaluate the predictive power of your designs. See Prediction Error Variance Viewer.
Evaluate Designs — Opens the Design Evaluation window where you can examine detailed mathematical properties of your design. Also in the context menu in the design tree. See Design Evaluation Tool.
This allows you to switch between the Model Browser and Design Editor windows.
As with everywhere in the toolbox, the Help menu provides access to general toolbox help and help specific to the current view. Here you can select MBC Help to browse all the toolbox help, Design Editor Help to go straight to the Designs documentation, or About MBC to see the current version number.
 | Designs | Creating a Classical Design |  |
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