Professional Documents
Culture Documents
Vol. 2000-3 The Newsletter of the Measurement Quality Division, American Society for Quality Fall 2000
The STANDARD
The Journal of the Measurement Quality Division
Advertising Papers published in The STANDARD are
www.metrology.org not referred in the usual sense, except to
Submit your draft copy to Frank Voehl, the
Advertising Manager, with a request for a ascertain that facts are correctly stated
quotation. Indicate size desired. Specify and to assure that opinion and fact are
whether you will provide camera-ready clearly distinguished one from another.
copy or desire that we produce final copy. The Editor reserves the right to edit any
paper and will usually exercise that right.
The following rates are for the space only. Enclose a short letter saying what the
Copy preparation and typesetting will be manuscript is, and send it to the appropri-
Publication extra, if provided by the The STANDARD. ate Associate Editor with your manuscript.
Staff Business card size ................... $100 Show your complete address (both mail
1/8 page ................................... $150 and e-mail) for correspondence.
Executive Editor
Frank Voehl 1/4 page ................................... $200
St. Lucie Press 1/3 page ................................... $250
280 Lake Drive 1/2 page ................................... $300
Coconut Creek, FL 33066 Full page .................................. $550
Tel: 954-972-3012
Fax: 954-978-0643 Advertisements will be accepted on a “per Publication Information
E-mail: FVoehl@aol.com issue” basis only; no long term contracts The STANDARD is published quar-
will be available at present. terly by the Measurement Quality Divi-
Associate Editor sion of ASQ; deadlines are March 15,
Europe and Asia Advertising must be clearly distinguished
as an ad. Ads must be related to measure- June 15, September 15 and Decem-
John Shade
ment quality, quality of measurement, or a ber 1. Advertising deadlines are March
Good Decision Ltd.
related quality field. Ads must not imply 1, June 1, September 1, and Novem-
Dunfermline, KY11 3BZ
endorsement by the Measurement Qual- ber 15. Input for text material by email
Scotland
ity Division or ASQ. or on 3 1/2" diskette in Microsoft Word
Tel: +44 1383-733553
saved in Rich Text Format (RTF). If it
Fax: +44 1383-733588 Letters to the Editor is not feasible to send text in electronic
E-mail: js@gdl.co.uk The STANDARD welcomes letters from form, clean printed text can be submit-
Associate Editor members and subscribers. We offer the ted. Graphics or illustration material
U.S. and Canada following guidelines. Letters should clearly can be sent in eps, tif, pict or jpeg
Open state whether the author is expressing format. Photographs of MQD activities
Advertising Manager opinion or presenting facts with support- or people would be especially appreci-
Frank Voehl ing information. Commendation, encour- ated.
St. Lucie Press agement, constructive critique, sugges-
Publication of articles, product re-
280 Lake Drive tions, and alternative approaches are ac-
leases, advertisements or technical
Coconut Creek, FL 33066 cepted. Berating is not appropriate. If the
information does not imply endorse-
Tel: 954-972-3012 content is more than 200 words, we may
ment by The STANDARD or the Mea-
Fax: 954-978-0643 delete portions to hold that limit. We re-
surement Quality Division of ASQ.
E-mail: FVoehl@aol.com serve the right to edit letters and papers. While The STANDARD makes every
Publications Chair Information for Authors effort to ensure the accuracy of ar-
J.L. Madrigal The STANDARD publishes papers on the ticles, the publication disclaims respon-
Oxford Worldwide Group quality of measurements and the mea- sibility for statements of fact or opinion
1045 South Orem Blvd. surement of quality at all levels ranging made by the authors or other contribu-
Orem, UT 84058 from relatively simple tutorial material to tors.
Tel/Fax: 801-235-1899 cutting edge or state-of-the-art exposi- Material from The STANDARD may
E-mail: jim_oxford@msn.com tion. not be reproduced without permission.
We particularly encourage thoughtful pa- Copyrights in the United States and all
pers from engineers, users, regulators, all other countries are reserved.
levels of management, and others. The The editor may be reached at 954-
STANDARD welcomes controversy and 972-3012 or by fax at 954-978-0643.
reasoned polemic but does not permit E-mail address is: FVoehl@aol.com.
ranting and raving.
© 2000 ASQ, MQD. All rights reserved.
Fall 2000 The STANDARD Page 3
seems to be happening with the Internet, and its vast that provide for some very challenging metrology tasks.
promise to internationalize the economies of the world. The metrologist is tasked with calibrating system test
In a series of articles, beginning with this edition, The equipment that support all systems, being challenged
Standard takes a behind-the-scenes look at the emerg- across the spectrum of ordinary test equipment cali-
ing Knowledge Management Metrology field and the bration and very specialized test equipment, some-
companies that are leading the charge. times on a daily basis. One of the key related questions
Future editions will cover the emergence of the is whether the evolution and growth of SI and its
measurement standards for telecommunications and lessons learned can be applied to the Internet Tele-
the Internet. The scope of measurement diversity communications and the field of Knowledge Manage-
within telecommunications includes literally DC to light, ment Measurement. Stay tuned for further details.
and there are unique measurement areas within telecom
Editor’s Note: The following article was also selected ment is wrong and expensive rework or a catastrophe
to be published in September’s Quality Progress. is the result. The calibration interval is therefore an
Measurements are pretty useless without calibra- economic tradeoff in which you balance the frequency
tion. Of course, you can buy or build a new instrument of calibration against the cost of calibration and against
and trust that the answers it gives you are okay, but the potential consequences and costs of not calibrat-
sooner or later you should wonder how long that trust ing.
is warranted. All measuring systems are subject to Regulators and international standards (such as
change after time, and some- ISO 9000) play a part as well. Most of the standards
times outside influences (be- that require measurements also require periodic cali-
ing overloaded, mishandled bration. This is done to increase the trust that custom-
or dropped) can have an ef- ers place in the measurements provided by an organi-
fect as well. zation. In addition, all standards and regulations that
Calibration, and the choice require calibration require traceability—the calibration
of how often to calibrate, is must be able to be related to national standards (ex-
dependent on economic risk. cept in some unusual circumstances).
Calibration costs something, Buyer beware
often quite a bit. And not cali-
Now comes my warning to buyers. Calibration can
brating will eventually cost a
be achieved in many ways. You can do it yourself—
great deal when the measure-
Fall 2000 The STANDARD Page 5
even managing the traceability in many cases. How- recognition agreements and accreditation coopera-
ever, this requires expertise and can be quite expen- tives. Three such cooperatives now exist: a European
sive. If you’re part of a large industrial or government cooperative, an Asian-Pacific cooperative and one that
organization, you may decide that it’s cheaper to do it is being organized to cover North America.
all in-house, and you may be right. Here’s another reason to beware. The accredited
For the rest of us, though, the method of choice is laboratory you use may or may not be accredited by a
usually to hire a commercial calibration laboratory to body that is a signatory to one or more of these
perform the work. Even if you do the simpler hand tools cooperatives. If it is not, its work might be fine, but it
and electronic meters yourself, you may very well need probably won’t be recognized as accredited. This is
to use a commercial service to achieve traceability especially important when something you have had
between your work and the top of the pyramid. If you calibrated needs to be traceable. Traceability deliv-
are near the top of the pyramid, you will probably send ered by organizations that aren’t members of these
your reference standards directly to the National Insti- clubs may not be good enough to pass muster by a
tute of Standards and Technology or to the standards thorough assessor. By the way, these clubs aren’t
body of another country. exclusive. Any organization can join, but it will be
Commercial laboratories are businesses and, as thoroughly assessed to ISO/IEC Guide 58, the stan-
such, compete on several fronts. One is price and dard of behavior for accreditation bodies.
another is quality of service, neither of which differs Confused yet? There’s more.
significantly from other retail operations. Calibration
The next item to be aware of is the scope of
labs may also choose to register their quality systems
accreditation. Each accredited laboratory is issued a
to ISO 9002 or even ISO 9001. As a quality profes-
scope indicating the measurement parameters and
sional, you know how to factor registration into your
ranges for which it is accredited. In addition, every
buying decision, but beware: ISO 900X registration
accredited organization is permitted to use the logo of
does not testify to the correctness or traceability of the
the accrediting body on their advertising, product litera-
answers a laboratory provides. As with all other ISO
ture, and calibration reports or certificates. Therefore,
900X processes (at least the 1994 version), registra-
even if a laboratory advertises that it is accredited, and
tion only addresses the quality system and not the
places a logo on their reports, it may not be able to do
quality or fitness for use of the final product. You may
your job within its scope—and it’s up to you to find that
infer that a registered company is more likely to do a
out.
good job because it has a conformant quality system,
and you will probably be right, but it’s no guarantee. Some labs will accept both accredited and nonac-
credited work (and maybe charge different prices). If a
Laboratory accreditation quotation, solicitation or certificate has a logo but some
Calibration and testing laboratories do have a way of the work is not within the scope, it must disclose that
of distinguishing themselves—laboratory accredita- clearly. But continue to beware: the rules are clear but
tion. Being accredited to perform specific work offers you need to pay attention as your supplier may not
strong assurances that the answer, the work you’re emphasize these distinctions.
paying for, will be correct and traceable. Laboratory Are there circumstances under which you must use
accreditation is with reference to ISO/IEC Guide 25, accredited labs? Well, yes and no. While there are no
recently replaced by ISO/IEC Standard 17025 but still fixed rules, your customer or regulatory agency may
in use for the next year or two. In addition, the U.S. require that you use an accredited lab. Similarly, an
standard ANSI/NCSL Z540-1 adds unique U.S. re- accredited lab may be necessary for some projects and
quirements to Guide 25. measurement parameters, but not for others.
While there are no absolute guarantees and nothing
Accreditation and the automotive industry
in this world is perfect, accreditation is the best evi-
dence available that a calibration supplier is trustwor- The most important regulation, however, comes
thy, traceable and likely to get the right answer. (Test- from the automotive industry. Paragraph 4.11.2.b.1 of
ing labs can be accredited too, but this is a measure- the third edition of QS-9000, states that “commercial
ments column so we’re discussing the issues using independent calibration facilities shall be accredited to
calibration as an example). ISO/IEC Guide 25 or national equivalent, or shall have
evidence, e.g. assessment by an OEM (original equip-
Accreditation is accomplished through a third party
ment manufacturer) customer or an OEM customer-
process very similar to ISO 9000. Accreditation bodies
approved second party that they meet the intent of ISO/
send out assessors who collect data, evaluate the
IEC Guide 25 or national equivalent.” Similar rules are
applicants and, eventually, issue certificates. Accredi-
stated for commercial testing laboratories.
tation bodies acknowledge each other through mutual
Page 6 The STANDARD Fall 2000
At first glance, this seems pretty rigorous, but actu- or simply because you don’t think you need accredited
ally, it’s as porous as Swiss cheese. The laboratory you work.
use could be accredited, but not by a body that has Sidebar - Buying Calibration Services Checklist
signed one of the collective agreements. In fact, you
could use an accredited laboratory that did not have an 1) Is the laboratory from which you want to buy calibra-
approved scope that included the particular services tion services accredited to ISO/IEC Guide 25, ISO/
you need, but you’d still be in conformance with the IEC 17025 or ANSI/NCSL Z540-1?
standard. Your lab could be accredited to perform the Remember that a statement of conformance is worth
required services, but it will charge you more for an nothing. The laboratory must be accredited. Use of a
accredited certificate. You could have contract for the logo is usually the easiest way to identify its accredita-
cheaper work and save some costs, while still following tion status.
the QS-9000 standard.
2) Is the body that accredited this laboratory a signa-
To make matters even worse, the auto industry has tory to one of the laboratory accreditation agree-
been under quite a bit of pressure to ease up on the ments?
rules. QS-9000 registrars would like to get a piece of
There are now only two such bodies in the United
the business but don’t have the technical knowledge or
States: A2LA and NVLAP (National Voluntary Labora-
experience to pass muster with Guide 58. Some of
tory Accreditation Program). Another signatory, ICBO
these companies are offering “registration to the intent
(International Conference of Building Officials), does
of Guide 25” or “registration of the laboratory quality
not accredit general-purpose calibration services. Many
system to Guide 25.” Sort of an ISO/IEC Guide 25-Lite!
other countries have accreditation bodies that are
My understanding is that, at least for now, some signatories, and they are allowed to accredit labs in any
automakers are viewing these alternatives as accept- country including the United States.
able responses to 4.11.2.b.1. Some registrars are
3) Are the measurement parameters you wish to have
actually trying to gear up to deliver ISO 17025 accredi-
calibrated listed on the laboratory’s scope of ac-
tation, but it will take a while for them to sign on to a
creditation? Are the ranges of the parameters you
cooperative agreement. What a mess!
have chosen within the scope?
What’s an organization to do? 4) Have you specified accredited service on your
The first thing you need to do is decide whether you purchase order to the laboratory?
or your customers want and need fully accredited 5) Do all the certificates you received from the labora-
calibration services. If your customers are demanding tory have a logo from the accreditation body, and
it, it’s a no-brainer. If not, it’s still a very good idea are there no exceptions taken for specific results?
because of the high degree of confidence you can
place in the results. You will then need to balance extra Look for a statement that when the instrument was
costs against what that high confidence is worth to you. received, it was operating within acceptable limits;
otherwise, you have to see if it could have made any
Personally, I think that confidence is priceless but significant mistakes before it was sent out.
that’s my bias. It’s only fair to disclose at this point that
I am a Guide 25 lead assessor under contract to the If you can answer “yes” to all five items on the checklist,
American Association for Laboratory Accreditation you’re probably okay using the calibration service.
(A2LA), one of two U.S. signatories of the laboratory
accreditation agreements.
You can pressure your regular calibration supplier Philip Stein is a metrology and quality consultant in
to become accredited if it is not already. If you have the private practice in Pennington, NJ. He holds a master’s
expertise, you can assess the supplier to the require- degree in measurement science from The George
ments of 17025 yourself rather than require that it Washington University, in Washington DC, and is an
become accredited. But if the supplier goes through ASQ Fellow. For more information, go to
the trauma with you, it might as well do so for a third www.measurement.com.
party accreditation body and get its ticket punched for
real. Philip Stein, A2LA Lead Assessor, is a Past
Chair of the MQD, a past member of the Board
See the sidebar “Buying Calibration Services Check- of Directors of ASQ, and is an ASQ Fellow
list” for a summary of everything you need to look for
when interested in calibration services. While the check-
list is written as if you need fully conformant services,
you can waive some of the requirements due to costs
Fall 2000 The STANDARD Page 7
purposes. It may be a group or part of a Assemblies. Now let us describe that individual (quoted
group. from my, before referenced Butler County Community
• REFERENCE STANDARD – A Standard of College lecture):
the most accurate and reliable type and grade “–––The Reference Standards Metrologist: In many
available to the Metrology Organization of organizations, this slot is unfortunately too often filled
interest. It must meet all of the other requirements by a Senior Technician with long experience in the
of the Master Reference Standard. organization and with the specific items of standards
• WORKING STANDARD – A Standard for use hardware which he is expected to maintain. But, in
in the calibration or authentication of appa- doing so, there is an almost certain risk of causing
ratus and measurements where the level of deterioration of the integrity of the measurement refer-
accuracy does not require direct comparison ences, the very heart of any measurement (quality)
with the Reference Standards. assurance program.
• INTER-LABORATORY STANDARD – A Standard
which travels between laboratories for the Most internal operating systems in Metrology, par-
sole purpose of relating the magnitude of the ticularly those of an advanced technical nature require
physical unit represented by the standards continual systemic maintenance and upgrading. There
maintained in the respective laboratories. is an old adage which says, “Familiarity breeds con-
• TRANSFER STANDARD – A Standard which tempt.” A corollary might be derived from this: “Rote
responds measurably to a characteristic com- repetition breeds ill advised shortcuts.” This is pre-
mon to two otherwise unlike phenomena, the cisely what has happened to those many organizations
common characteristics being known quanti- that have been deprived of a Professional Metrologist
tatively in one phenomena and not in the constantly monitoring and supervising the system. The
other, thus permitting comparative determi- para-professionals, usually unknowledgeable of the
nation of the unknown quantity. (Examples: fundamental “whys” at the roots of the systems and
Thermal Transfer Voltmeters, Bomb Calorim- procedures, frequently attempt to modify them (and
eters, Bolometers. etc.) usually with the best intentions). The results invariably
• STANDARDIZATION EQUIPMENT – Appa- are a slow deterioration of the measurement assur-
ratus or an assembly of apparatus of the highest ance system. While this is generally true for all of the
order, reserved especially for use in the com- systems in Metrology as a whole, it is particularly true
parison of standards with each other, or in of those in the Reference Standards area. Unfortu-
the calibration of high-order measuring equipment nately here the effects of deterioration are more far-
against Reference Standards. (Examples: Stan- reaching, more subtle, making detection more difficult,
dard Cell Comparitors, Ratio Sets, Potenti- and are usually more difficult and expensive to repair.
ometers, etc.) In most such cases, it probably would be necessary
• CALIBRATION ASSEMBLY – Apparatus or to locate and to engage the services of an experienced
an assembly of apparatus especially reserved Reference Standards professional with supervisory
for specific calibrations. potential and to depend upon him to establish (or to
• WORKING INSTRUMENT – Any device which rebuild) the Reference Standards Activity under the
measures, records, generates, or transforms general guidance and direction of the Administrative
physical quantities and is usable as inspec- Metrologist.
tion or test criteria or media and does not fit
The minimum ideal qualifications required for such
any of the preceding definitions. These are
a Reference Standards functional head are as follows:
the instruments usually available for general
use. 1. He must be thoroughly familiar with the “classical”
methods of Reference Standards practice in all
(NOTE: The above definitions were extracted, ed-
disciplines. Conversely, he must be thoroughly
ited, and annotated from the NORTHROP/
aware of the progress being made in the state-of-
NORTRONICS (Anaheim), METROLOGY
the-art and will continue to stay currently informed.
MANUAL, Branch Directive M. B. C-9; Revision
No one forever lives in the past or upon the accom-
Effective Date 1 March 63)
plishments of the giants of yesterday. He must be
In my organization, the Reference Standards Me- eager and able to evaluate, accept, and implement
trologist was the individual who headed the sub-orga- new developments when and if they apply to the
nization that was responsible for the maintenance of organization’s needs.
the Reference Standards, the Inter-laboratory Stan-
2. He must intimately know and have close personal
dards, and the Standardization Equipment. They were
contact with the leaders of today’s metrology pro-
also responsible for the calibration of the Calibration
Fall 2000 The STANDARD Page 9
fession. This requires established and maintained applies to those of the distaff side among us. I was
communications with these leaders and enables brought up in a culture that holds that the English
more rapid evaluations of them and their work. language has four, not three nor two genders, as do
3. He must be thoroughly qualified in Physics, Chem- most other languages of the world. These include the
istry, and Mathematics—the basic sciences under- usual Masculine, Feminine, and Neuter genders, as
lying Metrology. well as a COMMON gender. Common gender pro-
nouns are usually taken from the Masculine, but one
4. He must know the equipment of today’s Metrol- differentiates by usage.
ogy—the advantages and disadvantages, the ca-
pabilities, and the limitations of particular items. Of Unless I am showered with letters demanding that
equal importance, he must understand the prin- I quiet these tutorials, in the next issue we will talk about
ciples upon which each item operates. Only through the qualifications for the METROLOGICAL ENGINEER-
this knowledge can the organization avoid costly ING and ANALYSIS SUPPORT HEAD. That is the
mistakes and buy the most for its equipment dollar. individual heading the sub-organization that furnishes
the non-hardware and analytical support for the orga-
5. He must understand the relationship between statu- nization. In addition, maybe we will be able to talk some
tory requirements and contract requirments on the more about the developments at the California State
one hand, and the implications and limitations of University—Dominguez Hills. Meanwhile, for your ve-
certificates and standards on the other. hement letters of protest (I am not expecting many
6. Of paramount importance to a cost effective opera- letters of approbation), I can be reached at the same
tion, he must readily recognize the delicate balance, old stand:
economically and technically, between the difficult Phil Painchaud
and/or the costly improvisation, and the expedient 1110 West Dorothy Drive
but also costly specialized equipment. Brea, California, 92821-2017
––” Phone: (714) 529-6604
FAX: (714) 529-1109
The above was obviously written in the masculine e-Mail: 72320.134@compuserve.com
gender, but I refuse to apologize as it obviously also
The fact that the California State University— It is generally agreed that we must somehow re-
Dominguez Hills (CSUDH) is seriously considering the place our present generation’s supply of Metrologists,
establishment of an academic degreed course involv- who are dying off at an alarming rate. This journal has
ing the measurement sciences has been touched upon printed obituaries for at least three in the past few
several times in THE LEARNING CURVE column in issues. Some institution has to do it; we do not have the
this publication. On May 18, 2000, the Curriculum time for the luxury of the conventional path of educating
Advisory Board of the Division of Extended Education PhD’s in Physics and/or Chemistry and then convert-
of that University met under the aegis of Dean Margaret ing them (if they are interested) into Metrologists.
Gordon. This prestigious body, (composed of a bal- Institutions approached in the past have just not been
ance assembly of university administrators, academ- interested in establishing true Metrology curriculums
ics, current faculty, graduate students, and measure- when they looked at it from a pure business standpoint.
ment and quality experts from the interested public), Whether we like it or not, we must recognize that a
reviewed and approved a preliminary four year curricu- university is a business—it must have a cash flow. It
lum leading to a Bachelor of Science Degree in Quality must examine its market to ascertain if it has sufficient
(with a Measurement Science Option). I say “prelimi- potential paying students to support the costs of any
nary” because it still needs “fine tuning” for the latter new program. (When our esteemed former Editor-in-
years. However, it is nearly ready to go for the fresh- Chief saw this, he commented, “I couldn’t agree more.
man year. However, we must keep in mind that final We have to establish the discipline and show there are
approval must be by the University hierarchy and not jobs for them. When that happens the Universities will
by this Committee, or even by Dean Gordon herself. come panting and begging to teach such a program.”)
This may require some explanation, especially for This is where CSUDH came into the picture. They
those individuals who have not been following the have been very fortunate to have Dr. E. Eugene
story: a decided lack of opportunities for academic Watson heading their Graduate Program for Masters
education in the measurement sciences (Metrology) of Science in Quality. Gene Watson is a former head of
currently existing in this country. There are a number of Physical Metrology for a major aerospace/defense
institutions providing vocational training. Some of company as well as a noted Acoustical Physicist in his
those institutions are doing so quite well. However, own right. This Master’s Program has been most
only one, Butler County Community College, in Butler successful. It has been in existence for about ten years
PA, is attempting to teach measurement science aca- and has recently graduated its three hundredth Mas-
demically; and then only as a two year program. Their ters in Quality. It has pioneered in “Distance Learning”
graduates have no place to go to continue on from the and has off-site classes at local industrial plants and
basic metrology education they have received at But- several hundred on-line (via Internet) students as well
ler. They must either go to work in industry and forego as the more conventional on-campus classes.
a degree in four years or matriculate into some other Watson soon discovered, among his Master’s stu-
institution’s engineering or science curriculums for a dents, a gross lack of comprehension of Metrology—
full four-year degree. what it is, and its importance to the Quality Function. He
Conventional science and engineering schools for also came to realize that his Master’s Program had no
the most part have been reluctant to even discuss “feeder” program, i.e., a program turning out Bachelors
Metrology as a separate academic curriculum. They of Science in Quality.2 He reasoned—in common mod-
generally feel that a course or two in measurements, ern industrial practice Quality and Metrology are often
specific to the Engineering or Science discipline in closely related, “So why not try to ‘kill two birds with one
question, and taught within that curriculum, is all that is stone’?” He realized that he would have problems
needed. This may possibly be true if all the student selling the concept of a pure Metrology Program to the
wants is a degree in that specific discipline. However, University System hierarchy. However, selling the con-
any true Metrologist must be omni-disciplinary, i.e., cept of a “feeder program” to an existing successful
they must cover the entire spectrum of technical disci- (spelled “financially lucrative”) Quality program would
plines.1 be much simpler—and it was.
Fall 2000 The STANDARD Page 11
He also knew that once a basic program was Statistics and Probability; General Physics;
approved, there would be few complaints about adding Fundamentals of Quality and ISO 9000; In-
options relating to the main direction of that program. troduction to Computers and Basic Programming
Thus came the idea of an academic course leading to I & II; Critical Thinking and Problem Solving;
the Degree of Bachelor of Science in Quality with a and General Chemistry.
Measurement Science Option. The Administration THE THIRD AND FOURTH YEARS:
applauded and assigned the task of developing this • In the upper division, the third and fourth
Program to Dean Gordon and her Division of Extended years, we have: Science and Technology: the
Education. This, at the same time, was both very History of Quality and Measurement; Elec-
unusual and very fortunate. First, it is very uncommon tronics; Measurement Science: Fundamen-
for a baccalaureate level undergraduate program to be tals; Statistical Quality Control; Measurement
administered by a school of Extended Education, which Science: Advanced (Electrical and Physical
is generally intended to further the education of per- Metrology); Design of Experiments; Advanced
sons who have already attained their baccalaureate. Technical Communications; Measurement Un-
And second, Dean Gordon is just the person to accom- certainty; Dimensional Analysis; Profession-
plish such a task. She is one remarkable and impres- alism, Ethics, and Leadership; and two se-
sive lady. mesters of Major Senior Projects (Measurement
Her first move, about a year ago, was to have Dr. Related).
Watson assemble a Curriculum Advisory Board for the (EDITORIAL NOTE: In THE LEARNING CURVE
Program. As this developed, it became a distinguished column, of this issue, the author discusses the qualifi-
panel of authorities in Quality and Measurements, as cation requirements for certain Metrology staff mem-
well as University personnel well versed in the bers. This curriculum as outlined above does much to
University’s requirements and the State of California support those requirements for entry level Metrolo-
requirements for the granting of a degree. Their objec- gists. Of course further education and training is nec-
tive was to include everything necessary for the proper essary to bring the neophyte up to senior level, and
education of a degreed professional in Quality or in the nothing can replace years of practical experience. We
optional Measurement Science, but, on the other hand, strongly recommend you study the current issue of
to try to use as many of the existing courses in the THE LEARNING CURVE. fv)
University Catalog as feasible. The Board has met
monthly for nearly a year and subcommittees as often We have delineated above only those courses
as once a week. On May 18, 2000 they finally approved applicable to the Measurement Science Option; there
a preliminary curriculum. It still needs considerable are many others peculiar to the main track Quality
fine-tuning and several of the required courses do not preference. Most of these would be of but minor
exist yet, as several course descriptions need to be interest to a Metrology candidate, but are available if so
written. desired.
Since the “fine tuning” is at this time incomplete, we Naturally, along with these technical courses are
will not attempt to delineate a precise schedule here; both the University requirements as well as the State of
we will however list some of the specific courses, upon California required courses for a degree. Also included
which agreement has already been reached: are electives and liberal arts courses. These are obvi-
ously required to form the well rounded, cultured,
THE FIRST YEAR: articulate Professional that every Metrologist is sup-
• To start the freshman so that he can intelli- posed to be.
gently and articulately communicate: Fresh-
man Composition, Technical Communications, Constructive criticism is solicited from the knowl-
and Foundations of Speech. edgeable Metrology Community. Critiques and/or ques-
• To start the freshman’s familiarity with his tions may be addressed to me (my address is in
mathematical tools: College Algebra and LEARNING CURVE column), or (in writing only) di-
Trigonometry, and Calculus I. rectly to Dean Margaret Gordon, Division of Extended
• To begin immersing the freshman scientist Education, at the California State University—
in the sciences: Principles of Biology. Dominguez Hills, Compton, CA, 90747-1000.
• And, to provide the freshman scientist with 1
I once had the head of the Mechanical Engineering Department of a very
current tools: Computer Applications for Sci- prestigious state university tell me directly that Metrology does not exist, and
entists. hence we could not even discuss it!
2
True, all of his Master’s candidates were required to have an acceptable
THE SECOND YEAR:
Bachelor’s degree in some allied field before matriculating into the Master’s
• During the sophomore year, the technical courses Program, but none of these Bachelor’s degrees were in Quality.
start to become more stringent: Elementary
Page 12 The STANDARD Fall 2000
In its initial stages, Knowledge Management Metrology (KMM) has been applied most fully in industries that are
process-intensive, research-driven, information-based, logistical or subject to deregulation. From this base,
knowledge practices will spread to many more sectors in the years to come.
Telecommunications: With an explosive mixture of technology and competition providing the infrastructure for
the new economy, the business differentiator is knowledge.
A/E/C: The architecture, engineering and construction of large building projects requires the creation and
exchange of knowledge among the parties involved.
Transportation: Moving people and freight is the end result, but increasingly transportation is all about
information. Logistics systems ensure profitable operations.
Media and Entertainment: The content industries sell information as product. Increasingly, digital media are
replacing traditional forms of media as core segments are redefined.
Energy: Competition in the gas and electric utilities market will drive innovations. Petroleum discovery, extraction
and refining are knowledge-based processes.
Pharmaceuticals: Development of new drug therapies is a knowledge-enabled process, from the biological
science to the product development to the regulatory approval.
Chemicals: Regulatory compliance and production efficiencies weighed against risk assessment yield knowl-
edge-based product innovation and market advantage.
Technology: Silicon and software embody knowledge as functionality. The information industries rely heavily on
management of intellectual property rights.
Financial and Legal Services: From banking to insurance to securities to law offices, new financial products and
services are information-based. Managed knowledge accelerates innovation.
Consumer Products: Packaged goods are developed, marketed and delivered to the consumer via information
systems. Retailers are on the front lines of customer service.
Healthcare: Changes in the health-care system are enabled by knowledge–from insurance to hospital adminis-
tration to the methods of individual health workers.
KMM Strategies
Technology access is such a basic strategy that virtually every company with a successful knowledge
management metrology program adheres to it. The strategies of the six organizations profiled all feature the
common denominator of technology. PeopleSoft employees, for instance, get a portable computer loaded with
Lotus Notes and other software that allows them easy access to corporate data from wherever they happen to be
working. Employees from all departments also utilize a corporate intranet.
Pillsbury uses a virtual library to warehouse key data sources and patents. At Ernst & Young, every professional
is provided with a laptop and access to the vast resources of the firm's KnowledgeWeb from anywhere in the world.
According to CKO John Peetz, “The only way for an extensive knowledge management process to function at
optimum performance is to possess the technology that facilitates that process.” Accordingly, Avery Dennison has
tapped into the $100 billion annual patent market with innovative 3-D data warehousing and expects its licensing
revenues to increase to over $125 million annually by the end of the year 2000.
Long Island College Hospital has tapped into a $19 billion information sharing industry to gain competitive
advantage and share vital information. Buckman Laboratories also outfits employees with mobile technology.
“Knowledge workers don't turn off their brains when they leave the office,” said knowledge specialist Rumizen.
“Their creativity, desire to share knowledge, and dedication to the job are not bound to regular working hours and
the prescribed workplace. We give them the opportunity to work when and where they choose.”
Dave Sriberg, vice president of information technology at Brodeur Porter Novelli agreed: “When building
applications to expand knowledge-sharing capabilities, you must look at how the people work, and then give them
Fall 2000 The STANDARD Page 13
the tools to do their work more easily.” Mike Sockol, director of interactive services at the same firm, concurred:
“You need to create a utility that is intuitive, sensitive, and addictive. It needs to be easy to use, even for
technophobes. It should address the needs of its users by providing an improved alternative to existing systems.
And it should become so valuable that the user cannot imagine working without it.”
The following 10 Profiles/Case Studies are the first in a series of three (30 case studies overall) that will focus on
the practical application of Knowledge Management Metrology best practices and tools in the world of business
today.
Profiles/Case Studies
1. Cooking up Knowledge Management at comes because the technology is not as creative as the
Pillsbury people who use it.”
Profile: Pillsbury, which has brought us such house- Outlook: The R&D program is only a pilot, but smaller
hold staples as the Jolly Green Giant and the Pillsbury knowledge management activities are underway all
Dough Boy and owns the Haagen Dazs ice cream over Pillsbury. Parent Diagio is watching closely to
brand, launched a KM pilot in its R&D division in May assess prospects for knowledge programs in its other
1997. business units.
History: Founded in 1869 as a flour miller, Pillsbury is 2. Long Island College Hospital is Off the
now a $6.2 billion-a-year market leader in many baked Critical List Thanks to its Use of Data Ware-
and frozen food categories. In 1989, the Minneapolis- housing for Cost Management.
based food company merged with UK conglomerate Profile: When Don Snell took over as CEO of the Long
Grand Metropolitan, which later combined with Island College Hospital (LICH) two years ago, the
Guinness (beer) to form Diageo. Diageo's four main patients weren't the only ones who were sick. The New
businesses are Burger King, Pillsbury, Guinness, and York state teaching hospital, with some 516 beds,
United Distillers & Vintners. 2,700 employees, and 200 residents and medical
KMM Strategy: Bring new products to market more students, was hemorrhaging some $1.5 million a month.
quickly by implementing knowledge management prac- With only about $5 million in reserves it was nearing
tices in the company's 550-person research and devel- bankruptcy. Yet there was hardly a laptop in sight.
opment organization. History: The healthcare industry has been amassing
Structure: Pillsbury's knowledge metrology effort a wealth of information on patients, their treatment
breaks down into four divisions–Information Manage- histories, and costs for years. But only recently have
ment, Continuous Learning & Performance Support, hospitals started to mine that data to restore profitabil-
Technology Knowledge Center, and Knowledge Man- ity and determine how to deliver the most cost-efficient
agement Strategy, which fall under two officers of the and effective care in the process. Snell recalled. “All
company, the CIO and CTO. While three sections reporting and accounting was done pretty much by
report up to the CTO, Information Management, which hand.” To make matters worse, New York state was
deploys information systems, reports on the dotted line just about to deregulate its schedule of fixed fees for
to the CIO. services and the hospital had no way of figuring out
Success Story: Under the old system, it took 17 what to charge to make a profit. “We had a desperate
signatures and nearly 90 days to run a label design need for an information system,” said Snell, “yet we
through the entire organization. Each label had to get couldn't afford some of the megasystems, which can
approval from marketing, food safety, nutritionists, cost in the millions.”
consumer response, and many other internal divisions KMM Strategy: To get the hospital back on its feet,
that contribute to what goes on the label. With the Snell presented a plan to slash $25 million from oper-
knowledge management program in place, it takes just ating expenses and late last year he purchased a
nine days to approve a new label. $30,000 decision support system. The system was
Special Projects: Creating a virtual library, where HealthShare One from HealthShare Technology, Inc.,
employees can find research patents, recipe specs, a small privately held software company in Acton,
and engineering processes, as well as business and Mass., and it gets at least some of the credit for the
technical documents. resulting financial turnaround. “The chief medical of-
ficer has quantified potential savings of 1.5 million in
Hurdles: Making it easier for people to use the virtual two departments alone,” Snell said. HealthShare Tech-
library. “People are creative, and illogical at times, in nology is a relatively small player in a fast-growing
getting information,” says Brenda Stewart, Knowledge $330 million niche of the $19 billion medical informa-
Management Strategy Project Leader. “Frustration tion technology industry, according to G2R Inc., a
Page 14 The STANDARD Fall 2000
market analysis firm based in Mountain View, Calif. A Hurdles: Instead of fancy data flythroughs or statistical
number of competitors (including the Baltimore-based analyses, HealthShare Technology has added a set of
HCIA Inc., with $83 million in revenues; Transition features that executives can use to automatically pre-
Systems, Inc., of Boston, with revenues of $44 million; pare a printed report comparing any hospital unit to that
and HBSI International, Inc., of Bellevue, Wash., with of its competitors. The report makes recommendations
$18 million in revenues) offer similar databases that on ways to reduce costs and illustrates them with
help hospitals make competitive decisions, said Charles charts and tables. Though small, HealthShare Tech-
Singer, vice president of First Consulting Group of nology has gathered an impressive list of customers.
Boston, one of the largest healthcare information tech- These include New York's Beth Israel and Sisters of
nology consulting firms in the country. Charity health care systems, the Partners Healthcare
Structure: When HealthShare Technology constructs System in Massachusetts, and two multi-state HMOs:
databases, which form the core of the decision support Oxford Healthplan and Healthsource. For Snell,
system, the company gathers discharge data reported HealthShare One proved critical in contract negotia-
by hospitals to agencies in the majority of states. tions with a commercially managed care organization.
Information on some 800,000 patients comes from Snell determined the hospital would actually lose $200
Massachusetts alone. Aside from the patient's name, a day on an offer to pay a flat per diem fee for treating
which is kept confidential, each record includes almost patients. “Within half an hour we knew what it was
every other detail from age and gender to the name of costing every single one of our competitors and that we
the patient's physician and payer. There's information had the second lowest cost on the market, so we could
on illnesses and their severity, treatment, tests per- walk away from the contract,” he said. Eventually the
formed, length of stay, and the amounts hospitals hospital was able to renegotiate the contract with a
charge for each factor. To complete the competitive reasonable profit margin.
picture, HealthShare marries that data with actual Outlook: The hospital has also used the software to
costs of that care from reports each hospital must cut down costs by figuring out what fees it should pay
prepare for the federal government to receive Medi- a group of physicians for the use of their ultrasound
care reimbursement. kidney stone crushing machine and what to charge
Success Story: The information provided by patients for the procedure. “We negotiated a reason-
HealthShare One, which is based on ACI US Inc.'s 4th able fee that gave them a profit margin and kept ours
Dimension, is so detailed, Snell used it to determine his as well. In the past they were able to take advantage of
own hospital's internal costs, negotiate fees with our organization because we couldn't do the analysis,”
healthcare providers, and to review the practices of the he said.
hospital's physicians. “You have your costs and rev- Hospital Best Practices: But the most important
enue per DRG [Diagnosis Related Group, a standard contribution to cost cutting by HealthShare One and
healthcare diagnosis classification system], per proce- Two is likely to be long range, as the hospital figures out
dure, per physician, and per patient if you want it,” he the best and most cost-effective ways of treating pa-
said. Now, a new version of the software, called Health tients. To this end, the hospital has prepared a profile
Share Two, will “allow LICH to generate a more de- of each of its physician’s practices to determine which
tailed level of product line cost analysis and will be used were doing the best job at keeping costs down. Physi-
in negotiations with managed care companies,” Snell cians who order unnecessary tests or prescribe longer
said. hospital stays have been asked to change their prac-
Special Projects: HealthShare Technology is a small tices to conform to their colleagues, said Snell. “We
company with a big idea. Company president Richard had a problem with patients staying too long. Now we
Siegrist realized back in 1992 that the medical profes- can compare each physician's length to the best prac-
sion was sitting on an untapped gold mine of publicly tice within their department and to those of other
available information that ought to be the envy of data hospitals as well.”
mining proponents everywhere. Imagine an industry Figuring out these “best practices” and getting the
where you can not only track your competitor's market physicians to build them into standard protocols is one
share and the prices they charge, but also know the of the major benefits of this type of software, said Doug
detailed history of each customer, the quality of the O'Boyle, the director of healthcare information strate-
products your competitors offer and how much it costs gies practice at the meta Group, Reston, Va. “This is
to produce them. “Hospitals have had access to this where the big performance gains in healthcare will be.
type of information for about fifteen years,” said Siegrist. All hospitals will need software like this.”
“But it is not until the last four or five years they have Next Step: Centers of Excellence. HealthShare One
started to make use of it.” and Two are giving Snell a leg up on the competition at
Fall 2000 The STANDARD Page 15
the moment. But the value of the system won't diminish programs. Morrison said that her turnaround time in
once everyone has access to the same data. Hospitals individual patent evaluation has been reduced from
will simply specialize in what they are best at. O'Boyle weeks to a few hours. “This is a patent attorney's
already sees hospitals creating “centers of excellence,” dream,” she said.
he said. “They will still provide other services, but they Special Projects: The visualization component of the
will focus on those that can establish them as market Aurigin's software is built using Inxight's 3D Hyperbolic
leaders.” Tree technology. It displays data in a branching design
3. Avery Dennison Visualizes Gains in Rev- that lets users view and navigate 10 to 100 times the
enue from Intellectual Property Licenses. amount of information on screen than might be view-
Profile: Avery Dennison is one of those invisibly every- able in a traditional file and folder or spreadsheet
where companies. The $3 billion school and office interface. It enables users to visualize and understand
supplier holds the leading position in various product complex relationships between their patents and com-
categories with brands (Marks-A-Lot and Hi-Liter) that petitors’ patents. Inxight licenses its Hyperbolic Tree
are among the most recognized in the industry. technology to other software companies in other mar-
kets and applications.
History: Even more invisible to the consumer are
Avery Dennison's intellectual property assets. The Hurdles: The use of 3D visualization software in busi-
company's patents form one of their main revenue ness is groundbreaking. Visualized data capitalizes
channels for many consumer products (notebooks, upon the human brain's innate visual interpretative
three-ring binders, organizing systems, glues, fasten- biology and allows the instant interpretation of mean-
ers, business forms, tickets, tags, imprinting equip- ingful patterns and knowledge versus the more time-
ment, and components), which gives them a key com- consuming review of textual data. Aurigin President
petitive advantage over their top competitors, including Dan'l Lewin said, “Our software allows critical informa-
3M, Esselte, and Fortune Brands. tion to be distilled quickly from what would otherwise be
an overwhelming amount of patent data.” The Aurigin
KMM Strategy: The hidden source of wealth in intel- software also allows Morrison to share analytical data
lectual assets has provided companies with billions of via the corporate intranet to research and development
dollars in licensing revenues from under-utilized pat- sites in Ohio and Asia, enabling instant collaborative
ents and similar amounts from infringements on pat- analysis. The information is secured via the IPAM
ents related to key product lines. The number of system, allowing Morrison to limit access to qualified
patents issued in the United States has increased 150 users. She said that the communication level in online
percent since 1980, and patent-related revenues like- discussions has improved due of the information pro-
wise increased from $3 billion to almost $100 billion in vided by the visualizations.
the same period. With the explosion in activity, compa-
nies have had a difficult time managing their patent Outlook: Avery Dennison has not yet quantified the
assets and applications. impact of IPAM upon company revenues. But Dow
Chemical has estimated that it expects to boost licens-
Structure: Avery Dennison's Pasadena, Calif.-based ing royalties from $20 million today to $125 million by
Research and Development Division has overcome 2000, an increase partially due to the assistance of the
the restrictions of the traditional hard-copy patent re- decision-support tools from Aurigin. Dow also plans to
view process by applying Intellectual Property Asset cut $40 million in tax maintenance over 10 years by
Management (IPAM) software from Aurigin Systems of identifying unused patents that it can let expire. That's
Mountain View, Calif. In turn, Aurigin’s product incor- a lot of impact from knowledge management technolo-
porates data visualization technology from In-xight gies. Avery Dennison may keep a low profile, but those
Software, a Xerox PARC spin-off in Palo Alto, Calif. kinds of dollar swings are very visible on the corporate
The combination is already yielding big benefits. balance sheet.
Success Story: As manager of intellectual property at 4. Spotlight on team players at Ernst and Young.
Avery Dennison, it is Lori Morrison's responsibility, as
she described it, “to transform human knowledge into Profile: Ernst & Young is the nation’s fastest-growing
economic wealth.” With Aurigin’s IPAM, “I can see how professional services firm, with 29,000 employees and
to improve the quality of my patent. I can see what my 87 locations. The Center for Business Knowledge
competitor is doing and compare or contrast with our (CBK) is Ernst & Young’s “secret weapon,” said John
in-house patents.” Using a 3D presentation feature, the Peetz, chief knowledge officer. The CBK incorporates
program not only enables Morrison to visually separate many programs, including EY/InfoLink and the EY/
patents by type and division, but can also track the KnowledgeWeb.
corporation’s top inventors through patent visualiza- History: The Ernst & Young staff visits the EY/
tions, improving opportunities for inventor incentive KnowledgeWeb 20,000 times daily, making it resound-
Page 16 The STANDARD Fall 2000
ingly successful. Using features such as scalability, got the intranet knowledge solution (called Eureka!-
Lotus Notes connectivity, and advanced search capa- The PeopleSoft Knowledge Base) online, we soon had
bility technologies from Verity, EY/KnowledgeWeb in requests from departments that wanted to add their
1997 went from a pilot program to full U.S. implemen- knowledge for all to share.”
tation in eight weeks. KMM Strategy and Structure: The company’s knowl-
KMM Strategy and Structure: The system provided a edge base was started with third-party content from
uniform repository for the firm's collective knowledge Inference, a customer relationship management soft-
as well as that of outside sources such as industry ware provider. Inference enabled new PeopleSoft us-
analysts and reports. According to Peetz, some reluc- ers to customize content for their specific issues and
tance by employees to adapt to such systems is to be solutions. PeopleSoft’s policy is to give all employees
expected. “Any organization embarking on KM initia- access to all the collected knowledge databases. “In-
tives encounters resistance. It can take many forms: formation becomes knowledge only when it’s useful to
‘this is client confidential’ (which is sometimes true); someone,” said Marcia Connor, of PeopleSoft’s Cor-
‘only I know how to use this, someone else will foul it porate Education Services. “We can’t second-guess
up’; or ‘if I share this, it will leak outside the firm’.” where and when the information becomes useful. Just
Success Story: How did E&Y overcome these barri- because I don't see information as useful to any given
ers? “We were blessed with a collaborative culture to individual doesn't mean that it isn’t or won't become
begin with,” Peetz continued, “so changing this mindset useful to them.
was less difficult for us. We incorporated sharing into Hurdles: “To limit access to information is diametri-
the compensation system, trained people to use what cally opposed to the PeopleSoft core value of how we
was shared, encouraged people to visit the KWeb, treat ourselves and our customers. We provide all the
wherein they found value, and did all the usual commu- tools for every person so that they can do their job the
nicating to explain the vision. Peetz credits top man- best way they know how.”
agement support in Ernst & Young's implementation of 6. Acorda Therapeutics Offers Tangible In-
its KM plan. “We have an extremely supportive man- centives for Sharing.
agement group. They talk and walk the game every
day. Knowledge management and the CBK are firmly Profile: Acorda Therapeutics develops recuperative
embedded in the company's business strategy. But and rehabilitative products for spinal cord injury and
ultimately, people contribute because they get value other central nervous system conditions. The company
out the back end. There's a critical mass principle devised a “team or die” approach for its core group of
operating here.” research scientists that includes direct financial incen-
tives.
Outlook: Another strong reason for Ernst & Young
employees to share what they know is that the com- KMM Strategy: Ron Cohen, president and CEO of
pany values their participation. “Ultimately, being rec- Acorda Therapeutics, said that the scientists were
ognized as an expert is a critical career goal for most of selected based on two key criteria. Each had to be at
our people. And the best way in today's environment to the top of fields deemed critical to the company's
become known as an expert is to publish. If someone mission, and each had to be prepared to contribute
needs a toy manufacturer supply chain specialist, the within a team structure. “We emphasized teamwork in
best way to locate one is to find our best material in that conversations with every scientist and proposed to
area and find out who created it. If you don't contribute, them that they might achieve worthy goals by working
you don't become known.” together and sharing information with their peers,”
Cohen said.
5. Provide open access to collected infor-
mation at Peoplesoft. Structure and Projects: They illustrated the concept
with historically successful examples, such as the
Profile: PeopleSoft builds client/server applications Huntington's Gene Project of the ‘80s and the Manhat-
that redefine traditional approaches, putting power in tan Project. Finally, we employed a carrot-and-stick
the hands of users while adapting to the ever-changing technique, telling the scientists that teamwork was the
nature of business. most important operating principle of the company,
History: “The PeopleSoft culture was designed around and if they participated, they would benefit by being
sharing information and tacit knowledge,” said Tracy part of a team of superb scientists working on cutting-
Leighton, manager of the PeopleSoft Knowledge De- edge projects. They would also vest stock in the
velopment Team. Leighton credits Lotus Notes company over time. “Along with the incentives, Acorda's
groupware with moving the company toward a self- approach included a healthy dose of disincentives,”
service knowledge management system, before the Cohen said. “Lack of teamwork would result in imme-
collaborative process was begun in earnest. “Once we diate dismissal from the company’s projects and forfei-
Fall 2000 The STANDARD Page 17
ture of all benefits. We asked every person we invited agement, in turn, rallied the troops, getting their buy-in
to be part of the organization to agree explicitly to these early on. We empowered the people to drive this
terms.” initiative, having teams identify client and employee
Success Story: Cohen said a consensus has emerged needs, along with the best systems and practices to
that the only way to ensure truly open cross-communi- meet both. And then we made it measurable so we
cations within the company is to guarantee each mem- could track responses and usage to refine the system.”
ber the security of their ideas, data, and knowledge Employees tap into the Knowledge Network system
until such time as they choose to make these more through the company intranet, Connect, so response
publicly available outside of the company. So far, this and usage can be measured similar to hits on Web
system seems to be working well. sites. By monitoring such feedback, management is
able to address lower-usage areas using focus groups,
Hurdles: Cohen compares the sharing culture with his small team meetings, and informal surveys.
experience as an oarsman in college rowing in an
eight-man shell with coxswain. “I preferred this to Hurdles: “Once we identify some causes for low us-
individual sculling,” he said. “The victorious sculler age, we can make adjustments, put it back on Connect,
receives individual glory; the eight receive glory as a and let people know what’s changed. Then we're back
varsity boat. But when you row in an eight, you feel as to measuring usage again. It’s an ongoing cycle, but if
though you possess the strength of the whole team. KM is going to work it’s necessary,” Wysocki said.
That feeling cannot be replicated in a single scull. And “Generally, the end users see value in the process and
even a mediocre eight will always beat an Olympic- haven’t needed any additional incentives.”
quality sculler. Outlook: As Jan Lawlor, senior vice president, put it:
Outlook: “Overall, I believe that many people want to “We want to tap into each other’s brains.”
feel that they are part of a mission that is bigger than 8. Making certain that Management is Enthu-
themselves, that gives meaning to their lives, and that siastic and Involved at Buckman Labs.
they could not possibly accomplish outside of a team Profile: Buckman Laboratories, headquartered in Mem-
structure. As long as they trust that everyone else in the phis, with 22 offices in 19 countries and operations in
enterprise is playing by the same rules, they will share more than 80 countries, is a manufacturer of specialty
knowledge.” chemicals.
7. A Young Company Demonstrates the In- KMM Strategy and Structure: Buckman associates
dividual and Group Value of Shared Knowl- use K’Netix, an interconnected system of knowledge
edge. bases, to share solutions and to ensure that their
Profile: Brodeur Porter Novelli, a fairly young growing customers get fast and accurate responses to ques-
team devoted to public relations and client service, has tions or concerns.
developed a sophisticated system of ensuring that all Company lore holds that CEO Bob Buckman con-
employees have access to the collected intelligence. ceived of K’Netix when he was bedridden with a bad
KMM Strategy: This is done through a series of back. Frustrated at being out of touch with his com-
databases, including the company intranet, which is pany, Buckman drafted a prototype of the perfect
used for internal knowledge sharing and metrology information-sharing network. It makes a good story,
management, and The Knowledge Network, a custom- said Melissie Rumizen, assistant to the chairman for
ized internal system that shares information about knowledge sharing at Buckman Laboratories, but “our
employees, services, and skills. KM efforts predated that incident.”
Structure: These databases, networked with the Lo- Success Story: She said the company first began an
tus Notes Domino backbone, put people in contact with effort to identify and disseminate best practices across
each other for true collaboration, according to Jennifer the corporation. Designated employees busily gath-
Wysocki, marketing communications manager at ered practices and trotted around the globe. However,
Brodeur Porter Novelli. “If you needed an expert on the information took too much time to collect and
HTML programming who is fluent in French and has distribute, and the practices were invariably out of date
experience developing extranets, you could execute a by the time they were disseminated. Seeking a better
search, and the Knowledge Network will tell you who way to share knowledge, Buckman's engineers de-
meets that search criteria,” she said. signed a network that could tap the knowledge of all
Success Story: When the company rolled out its employees and provide a means to share information
knowledge management system in December 1996, it as quickly as possible in response to customer needs.
was quickly adopted partially because upper manage- That was the real start of K’Netix.
ment was involved from the start, Wysocki said. “Man-
Page 18 The STANDARD Fall 2000
Special Projects: Initially implemented using tories around the world. Every part of the laboratory is
CompuServe (now Worldcom Advanced Networks), a specialized for efficient communication and sharing of
new version of K’Netix running under Lotus Domino visual, audio, and numerical data, as well as real-time
integrates standard Internet services and includes a personal interactions. Even many of the laboratory
document repository. The client side uses Microsoft instruments are designed to allow groups of users to
Outlook Express for email and newsgroups. Internet access them remotely.
Explorer is used to access document libraries both for Structure: The center will use primarily two types of
contributions and search and retrieval, while Microsoft software for remote collaboration: Timbuktu Remote
NetMeeting is used for online interactive chat func- and CU-SeeMe. Timbuktu allows people to work on
tions. computers as if they were physically sitting in the
Hurdles: Buckman employees are comfortable with central lab. CU-SeeMe allows up to eight individuals to
the technologies for sharing, but it wasn't always that video conference with each other. “Both programs are
way. “In the beginning,” Rumizen said, “the first system cheap and powerful, and are flexible enough to accom-
operator for K’Netix would check usage of the system modate a variety of Internet bandwidths,” Young said.
and give Bob [Buckman] the names of those not Success Story: Young’s future purchase plans in-
participating. Bob then would send a pleasant email: clude a microscope (the Zeiss 510) with state-of-the-
‘Hi. I have noticed that you haven’t been active on the art video cameras that can collect and store slide
system. Is there something we can do to help you? Do images in the form of movies. “Instead of throwing a
you need some special training?’ Word quickly got slide on the wall to show an image, a lecturer can
around the company that Bob was personally tracking access a server over the Internet to play a high resolu-
individual participation.” tion video movie,” Young said. “In Osaka (Japan), for
Outlook: Rumizen contends that there has to be active example, there is a high-voltage electron microscope
assistance when moving from command-and-control that can be used over the Internet.
to collaboration. “You have to teach people how to be Hurdles: Costing millions, such microscopes and fa-
mentors rather than bosses,” she said, citing Managing cilities are beyond the means of individual scientists. It
By Influence (Schatz and Schatz, 1988), which con- is also important to allow such a facility to be used
tends that the key to successful leadership is evoking around the clock, to make the most of the investment.
commitment rather than imposing authority. “Also, the This is the wave of the future he said. Such cutting-
answer is not just to trash middle managers for not edge technological advancements require people to
‘getting it.’ We have to remember that these individuals work together in new ways, as well. “One has to learn
are the best and brightest in the company. We pro- to collaborate. It doesn't come naturally,” Young said.
moted them. The key question is how do we get them
committed to this new direction? We have to teach Outlook: “Because our academic and business orga-
them how to influence others. “Time does wonders, nizations are predicated on competition, there is a
Rumizen said. “As our people became more comfort- natural reluctance to share and to give. But it can and
able with the very significant cultural change, collabo- does happen. As a member of a team, you begin to
ration increased and is now part of the fiber of the realize that the whole is greater than the sum of the
company. Culture change takes significant chunks of parts. You realize that being part of the team allows you
time, and it has to involve top management if it is going to do things that you would never otherwise be able to
to be successful. You cannot delegate it.” do.”
9. Rewriting the Unwritten Rules at Rutgers. 10. New Hardware-software Alliance Between
Compaq and Lotus hopes accidents Will
Profile: Rutgers University (State University of New Happen.
Jersey) has 50,000 students and 5,000 researchers
and faculty scattered among a dozen campuses in the Profile: You might say that Houston-based Compaq
state. Computer Corporation is learning about knowledge
management the hard way. The world's largest com-
KMM Strategy: To facilitate communication, Rutgers puter manufacturer has been trying to absorb two
is spending $100 million to lay high-speed fiber optics enormous acquisitions: After buying Tandem Comput-
that will link all of its classrooms, offices, laboratories, ers in June 1997, it merged with Digital Equipment
and dormitories. Professor Wise Young, director of the Corporation only half a year later.
Neuroscience Center at Rutgers, is currently engaged
in establishing a new collaborative research facility at History: Retention of both customers and employees
the university. The center is being designed for knowl- depended on getting the right information to the right
edge sharing, not only for laboratories within Rutgers people quickly and reliably. “As we’ve seen with all the
but in conjunction with over 60 other research labora- mergers and acquisitions going on lately, it’s very
Fall 2000 The STANDARD Page 19
important to have a good information infrastructure. tifies information sources and rates them according to
You need to keep the sales force up to speed, and you importance and reliability. The second, GlobalServe’s
need to address all the needs of your customers,” Research Accelerator, helps R&D organizations iden-
according to Sharon Fortmeyer-Selan, director of en- tify critical knowledge, reduce research redundancy
terprise solutions marketing at Compaq. “We’ve expe- and facilitate researcher collaboration. It also provides
rienced these challenges firsthand.” protection for valuable intellectual properties.
Strategy: This experience comes in handy for Hurdles: Alliance partners Lotus Services Group and
Compaq’s latest venture. In July, the company an- Cambridge Technology Partners offer consulting ser-
nounced a new alliance with Lotus Development Cor- vices to guide and advise customers if necessary.
poration to offer customers integrated knowledge man- “Our customers want knowledge translated into action.
agement solutions. The alliance is counting on They want to look downstream and see immediate
Compaq’s leadership in the NT server market and benefits that justify their investments,” explained An-
Lotus’ expertise in collaboration and KM. “Knowledge drew Mahon, senior manager for strategic marketing at
management is a big market,” explained Andrea Ramon, Lotus.
director of strategic alliances at Lotus. “We’re looking
at how to expand together.” By being one of the first to Contact the following websites: Compaq Computer
lead and support customers through the entire knowl- Corp., www.compaq.com, (281) 518-5970
edge management process—from hardware to con- Lotus Development Corp. , www.lotus.com/solutions/
sulting—they expect the alliance to capture the KM knowledge.nsf, (617) 577-8500
market.
Outlook: Generally, today's early adopters of KM tools
Structure: For Compaq, Lotus was a clear choice enjoy quick results since they are predisposed to
since the companies have a large mutual customer change, Mahon suggested. Many have experience
base. At the same time, Lotus’ applications fit well into with discussion databases such as Lotus Notes, which
Compaq’s KM strategy, Fortmeyer-Selan said. Compaq accelerate the sharing of information and expertise.
now offers a hardware line that stretches from the But information sharing is not necessarily knowledge
palmtop to the desktop to corporate data centers. It management, Mahon emphasized. Using the informa-
also has a service network capable of supporting tion is what counts. Sometimes two employees pass in
business customers with global account management. the hall, “accidentally” exchange information about
Lotus, meanwhile, now provides a single architecture their current projects and elicit help from each other.
structure for Internet, messaging, knowledge manage- “Our goal is to make sure these knowledge accidents
ment and enterprise integration. Together, the alliance occur all the time,” said Mahon.
aims to make high-performance Web-based collabo- ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○
ration and messaging systems easier to deploy. “With
Lotus we can provide a much more robust solution to These profiles/case studies are part of an upcoming
customers.” book on “Knowledge Management Metrology for Re-
sults” by Frank Voehl and are offered here as a follow-
Success Story: Fortmeyer-Selan said, “It’s a com-
up to a previous article by the author titled “Business
plete solution based on customers’ needs, not a pre-
Development, Metrology, and Knowledge Manage-
defined set of answers. “Compaq is determined to
ment.” Frank Voehl is the Editor of The Standard and
create the same kind of success partnering with Lotus
the Chair of ASQ’s Community Quality Council Com-
as it did with Siebel Systems, a leader in sales informa-
mittee. He can be reached at FVoehl@aol.com or at his
tion systems. They teamed up in March 1997 to provide
website: www.strategyassociates.cc
integrated enterprise solutions for automating sales,
telemarketing and call-center information systems.
Compaq became Siebel's preferred deployment plat-
form for Microsoft Windows NT and ended up with
nearly 65 percent of that market.
Special Projects: Compaq and Lotus kicked off the
partnership with two Notes- and Domino-driven KM
applications developed by two Lotus Premium Busi-
ness Partners, Cipher Systems and GlobalServe Cor-
poration. The first, Cipher’s Knowledge-Works, helps
companies process and analyze competitive intelli-
gence. Tapping into employee sources and outside
expertise, data is translated into a summary that iden-
Page 20 The STANDARD Fall 2000
Step 4:
Construct a histogram of the individual measurements from the process behavior chart. More than 900 individual
measurements (taken from the 304 subgroups) were used to generate the histogram. (Figure-3).
Histogram of Die Shear Measurements
Step 5:
Interpretation of the Cpk Process Behavior Chart and Histogram:
The XmR Process Behavior chart of the weekly Cpk values shows a more realistic picture of the processes’ true
capability by the use of multiple values. A fairly large sample size used for calculating each weeks Cpk number
is required to ensure a valid estimation. The mean or average of the X chart is 1.41. This is the best estimate of
process capability for the die bond process. This average Cpk number is slightly higher than the one-time value
(1.37) calculated from all the data (see figure-3). Of course, the real benefit of using multiple Cpk values to assess
your processes’ capability is to understand the variation associated with such a value so that a proper
interpretation can be made. For the die bond capability performance, the 3-sigma limits are:
UCLx = 2.23
LCLx = 0.59
UCLR = 1.00
LCLR = 0
These limits indicate that the average Cpk value of 1.41 can vary from 0.59 to 2.23 without indicating a change
in the capability of this process! In other words, unless the die bond process is changed in some fundamental way
and remains predictable, the capability will continue to fluctuate between these two Cpk values. In addition,
consecutive week-to-week values can vary as much as 1.00. How do we interpret the shape of the histogram?
First, all of the 912 individual measurements taken over a 3-month period are well beyond the lower specification
limit (LSL) of 425 grams. This, along with the process being predictable, tells us quite a bit about the capability
of the process. But what about shape of the histogram, does it provide any useful information that we don’t already
know? As a general rule I look to see if the shape of the histogram is approximately normal (bell-shaped and
symmetrical about the mean) to determine whether the average is a good statistic to use for calculating capability
formulas. If the histograms drawn from your measurements show a heavily skewed distribution shape, you could
substitute the medium statistic (the half-way point of the data set) for the average statistic in order to calculate your
Cpk value. If for example the distribution of die shear data were positively skewed, with a lower specification limit
of 425 grams minimum, the standard formula used would underestimate the capability of the process. On the other
Page 24 The STANDARD Fall 2000
hand, if the distribution were negatively skewed an overestimate of process capability would result. In our example
the histogram seems to follow, at least approximately, a normal bell-shape curve and therefore the average is an
acceptable estimate for central tendency of the die shear data. A word of caution: as Lloyd Nelson has pointed
out, it is dangerous to read too much into the shape of a distribution. Also, a recent book on the Normal Distribution
and its relationship to the Process Behavior Chart (1) warns us of the misleading outcomes that can result when
trying to fit data to an expected probability model.
Some Issues Regarding Capability Indices (A Personal Perspective)
It seems as though not a week goes by without me reading, in some technical journal, about another way of
characterizing process capability (as if I’m not confused enough!). Author Don Wheeler refers to this as Capability
Confusion (2). A partial list of capability indices include the following:
Cp Cpm Cpu
Cpk Z-upper Cpl
Ppk Z-lower Pp
CR Zmin Pr
Cm DNS Cmk
With so many different capability indices to choose from, it’s no wonder why many quality professionals are
confused as to their meaning, their differences and applications. A recent book published on process capability
runs to nearly 900 pages! (3) Then there is the issue of normality to consider. If process capability analysis fails
to account for the non-normality of the data it may produce inaccurate long-term yield estimates (4).
If statistical thinking and methods are ever to be embraced by industry, they have to be
presented in a way that makes them assessable and understood by the non-statistician.
While there will always be situations that require the use of advanced statistical tools (Design of Experiments,
Analysis of Means, Analysis of Variance, Regression) and the help of a qualified statistician, there also is an
unnecessary fixation on complexity for its own sake. There also exists a widening gap between the statistical
methods/tools being published in today’s technical journals and those methods commonly used in industry as part
of a continual improvement methodology. Until production workers and management discover for themselves the
benefits of using statistical methods, not much will change. Fortunately, some in the statistics community, working
with practitioners, have recognized this problem and have taken steps to remedy the situation. In order to help
bridge this gap, many simple but proven statistical graphs/methods are being introduced by well-known
statisticians/authors (i.e. Joiner, Wheeler, Balestracci and Pyzdek) in order to make these techniques available
to a wider audience. Hopefully this trend will continue as the philosophy of statistical thinking becomes more
widespread.
Some Lessons Learned
For any single capability value to have meaning, I recommend that the following steps be taken:
1. Verify that the process under evaluation displays a reasonable degree of control/stability. How one defines
stability is determined by traditional SPC methods and process knowledge. Both issues need to be carefully
considered.
2. Plot capability values over time. Capability numbers (such as Cpk) vary even when the process being monitored
is stable, therefore knowing the uncertainty associated with such a number is needed in order to interpret it
correctly. Calculating an average Cpk value and valid statistical process limits provides a simple way of knowing
whether your processes’ capability has actually changed or is just subject to common cause variation.
3. Construct a histogram of your process data. Knowing the relative shape of your distribution will help you better
interpret these capability numbers.
Summary
All statistics vary over time, and capability indices such as Cpk are certainly no exception. By plotting these values
on a time-series chart one can easily generate meaningful capability indices.
Whether we like it or not, capability indices will continue to be used in the foreseeable future. Since that’s today’s
reality, doesn’t it make sense to use them in a way that best characterizes the capability of your process and can
be understood by your customer? So the next time your customer asks you to report on a process capability
number, show them a better way.
Fall 2000 The STANDARD Page 25
Reference:
1. Wheeler, Donald J. Normality and the Process Behavior Chart (Knoxville, Tenn. 2000)
2. Wheeler, Donald J. Beyond Capability Confusion (Knoxville, Tenn.: SPC Press. 1999)
3. Bothe, Davis. Measuring Process Capability (McGraw Hill. 1997)
4. Pyzdek, Thomas. Pyzdek’s Guide to SPC Volume Two (Tucson, Arizona: Quality Publishing. 1992)
then, there is a requirement for calibration, and estima- In combining ISO 10012 Parts 1 and 2, most of the
tion of uncertainties is part of that, isn’t it? requirements of both those standards have been re-
Keep in mind that required documentation includes tained, although there is a lot of re-wording, setting
whatever is needed to ensure the planning, operation basic requirements but not so prescriptive that you are
and control of the processes is done correctly. Wide directed on HOW to meet the requirement. Yes, mea-
open. Not specific, but it’s clear that you have to have surement uncertainty is still required, as is traceability,
control of the processes, and you have to spell out in records, and identification of measuring equipment
documentation and procedures what is needed to be status but not specifically labeling on the equipment,
done. An additional requirement is for a quality manual etc. It is much, much more definitive than ISO 9001:2000
for the organization. And, the user is referred to ISO in what is required to ensure a valid measurement or
10012 Part. 1, and 10012 Part 2 for additional guid- monitoring process.
ance. What is it not? It is not a calibration system standard.
Maybe this will give you some idea of the new It is not intended to be a stand-alone document for any
direction that ISO 9001:2000 takes. You can’t just go to type of calibration or testing laboratory registration or
Clause 7.6 and think that’s all you have to do for accreditation. It does not tell you how to do things at the
monitoring and measuring equipment. You have to lowest level but only that you must do them. The
read and digest the whole document and define how management and the metrological function of the orga-
you’re going to control your processes and prove that nization have some latitude in tailoring the measure-
your product meets stated requirements. ment processes to meet the business needs.
Enough on 9000. So what’s doing on ISO/IEC There is a long bibliography in an appendix and four
17025:1999? This replacement for ISO/IEC Guide 25 normative references: ISO 3534-1:1993: Statistics-
has been on the market for almost a year. Since it’s vocabulary and symbols – Part 1: Probability and
intended for demonstration of laboratory technical com- general statistical terms; ISO 9000:2000: Quality man-
petence and the accreditation of laboratories, the tran- agement systems – Fundamentals and vocabulary;
sition to 17025 will take a while. 17025 has more the VIM: 1993: International vocabulary of basic and
requirements that Guide 25, and whether or not there general terms used in metrology. BIPM, IEC, IFCC,
is major heartburn with it will come out as the accred- ISO, IUPAC, IUPAP, OIML; and the GUM: 1995: Guide
iting organizations such as A2LA and NVLAP start to the expression of uncertainty in measurement. BIPM,
assessing to it. IEC, IFCC, ISO, IUPAC, IUPAP, OIML.
The major news about ISO/IEC 17025 is that the Well, that’s enough for this time on the three big
adoption as an American National Standard is under- things for this year. There are more things going on that
way – and by three organizations working together. may impact us in the future – the revision of the VIM is
Yep, the American Society for Quality, American Soci- underway, as is revision of ISO 3534 series. The
ety for Testing and Materials, and NCSLI (new name NCSLI will be reviewing Z540 for possible revision to
for the National Conference of Standards Laborato- come into alignment with ISO 17025; and of course
ries) are all making the adoption. This is a very good there are the industry specific standards such as ISO
thing, for all have a deep-rooted interest in 17025, and 14000, QS9000, AS9000, TL 9000, and a bunch of
the common effort will surely open the way for other others. ISO 19011, the new auditing standard replac-
similar project in the future. It is my understanding that ing the current 10011 series, is somewhere in the CD.2
the names of all three organizations will appear on the – CD.3 phase. And new work items in ISO are being
cover – sort of like the VIM, which lists the seven parent proposed, such as a standard for handling complaints,
organizations involved with its development. and one for selecting a consultant.
More later.
So what’s new on 10012?
Questions or comments? Call, write or e-mail
Currently titled “Measurement control system”, this
me.
new standard is in the Committee Draft 3 stage. That
means that it’s been through iterations and out for
comment to the international community. It is intended
to provide the requirements to ensure your measure-
ment process is a good one – that the measurement
results are valid, whether the measurement process is
in a cal lab, on the production floor, inspection, wher-
ever.
Fall 2000 The STANDARD Page 27
NIST News
NIST News for Today's Metrologist
and Metrology Practioner
New Noise Measurement System Now in voluntary standards organization that works closely
Service at NIST with NIST to ensure uniform weights and measures in
the United States.The two handbooks are now avail-
Manufacturers of electronic components and sys- able at www.nist.gov/owm under "General Informa-
tems used in the 4-12 gigahertz range, such as tele- tion."
communications gear, satellite receivers and amplifi-
ers, cellular phones and radar equipment, now have
access to an improved service at NIST for the mea- NIST Office of Weights and Measures
surement and calibration of noise. Selects New Chief
A new calibration system just placed in service, Henry Oppermann has been selected to replace Gil
which includes an automated coaxial (GPC-7) radiom- Ugiansky as Chief of the Office of Weights and Mea-
eter, will provide faster, more economical measure- sures. Oppermann was Deputy Chief of NIST's Global
ments at multiple frequencies. The system uses a Standards Program. Gil Ugiansky has been promoted
vector network analyzer to measure reflection coeffi- to the position of Deputy Director, Office of Measure-
cients and asymmetries, and stores them in a lookup ment Services.
table. The new strategy is much faster than using six-
port reflectometer measurements.
A description of the new system and its uncertainty ACT, EDS and WorkPlace Training Partner
analysis has just been published as NIST Technical to Provide Nationwide Calibration Training
Note 1518, Design and Testing of NFRad:A New Noise
Measurement System. To obtain a copy of TN 1518, ACT, Inc., the organization best known for its ACT
contact Chriss Grosvenor, MC 813.01, NIST, Boulder, assessment in college entrance and placement exams
Colo. 80303-3328; 303-497-5958; chriss@boulder. and EDS, a global information services company, have
nist.gov. joined with WorkPlace Training in developing a nation-
wide system of computerized training centers located
at community colleges and technical schools.
Weights and Measures Documents Now The ACT Centers™ will provide training for busi-
Available on the Internet nesses and individuals aimed at boosting the skills of
NIST Handbook 44, Specifications, Tolerances, the nation's workforce. The program is currently avail-
and Other Technical Requirements for Weighing and able in 40 host institutions in 22 states, and a goal of
Measuring Devices, and NIST Handbook 130, Uniform 250 locations has been set for year's end 2001. Four
Laws and Regulations in the Areas of Legal Metrology states, Colorado, Kentucky, Oklahoma and Hawaii,
and Engine Fuel Quality, are now available on the have committed to establishing the ACT Centers
internet. throughout their community college systems.
Manufacturers, as well as international weights and WorkPlace Training has provided training modules
measures organizations, can now easily access ac- for the program in: introductory measurement and
cepted specifications and tolerances for scales and calibration, precision electrical, dimensional, tempera-
other measuring devices in NIST Handbook 44. They ture, pressure, flow, mass, force/torque measurement,
also can view model weights and measures laws and uncertainty and SI metric. In addition to calibration
regulations, which have been adopted by most states, subject areas, WorkPlace has also provided courseware
in NIST Handbook 130. NIST's Office of Weights and in adult literacy/employability skills, computers and
Measures posted these documents to increase their information technology, industrial safety and technical
dissemination and availability. skills.
Both NIST Handbook 44 and NIST Handbook 130 For further information on ACT locations and
are published by NIST and have been adopted by the WorkPlace Training courses, contact WorkPlace Train-
National Conference on Weights and Measures, a ing at tel 800-472-2564 , phanssen@wptraining.com.
Page 28 The STANDARD Fall 2000
League — has received an ISO 9002 certification of the Bureau Drive, Stop 2000, Gaithersburg, Md. 20899-
quality system operated by its merchandising activity. 2000.
Chelsea Village Merchandising is responsible for In the United States, there are an estimated 50,000
more than 3,000 product lines for Chelsea fans. “Our testing laboratories and more than 100 laboratory
successful registration to ISO 9002 shows that we accreditation programs, nearly all of them in the private
meet international quality standards,” said Chris sector. Although it has effectively addressed safety
Manson, managing director of Chelsea Village Mer- and consumer-protection needs, this decentralized
chandising. conformity assessment system is sometimes criticized
“We needed to be able to show that our manage- as inefficient.
ment systems met the expectations of our customers Many testing laboratories, for example, undergo
and began the registration process last year. BSI multiple accreditation audits to satisfy various govern-
(British Standards Institution) assessed our on-site ment and industrial programs, even though their re-
activities, examined our documented procedures and quirements and scopes of accreditation are similar. In
surveyed our overall operations,” said Manson. addition, federal agencies differ greatly in their ap-
BSI was Chelsea’s registrar. In order to gain ISO proaches to assessing whether products or services
9002 certification, Chelsea was required to identify its meet their procurement or regulatory requirements.
quality needs, established a quality program, devel- Trade agreements introduce yet another variable.
oped quality manuals, trained staff to use the quality Under several, including the U.S.-European Union
program and monitored its use and effectiveness. Mutual Recognition Agreement, which went into effect
“It is very exciting that we are the first football club in December 1998, NIST is responsible for designating
in the world to achieve this accolade,” said Manson. U.S. testing laboratories, product certifiers and other
“We honestly believe that in today’s market-place, the conformity assessment bodies to carry out MRA activi-
key to success is quality.” ties.
Donald N. Heirman, president of NACLA and former
manager of Lucent Technologies’ Global Product Com-
NIST/NACLA pliance Laboratory, says the proposed relationship
with NIST will advance the goals that motivated several
Partnership Proposal private and public sector organizations to create NACLA
in the first place. NACLA was incorporated in 1998.
The National Institute of Standards and Technology
(NIST) and the National Cooperation for Laboratory For NIST, the proposed relationship will help it
Accreditation (NACLA) have proposed a partnership to promote greater government use of voluntary stan-
achieve a broadly recognized laboratory accreditation dards and reduce the complexity of federal, state and
system in the United States, thereby simplifying pro- local conformity assessment requirements. These re-
cesses for demonstrating that products comply with sponsibilities were assigned to NIST in the National
domestic and foreign requirements. In a notice pub- Technology Transfer and Advancement Act of 1995.
lished in the May 19 Federal Register, the two organi- It is anticipated that accrediting bodies that have
zations said they plan to sign a memorandum of been recognized by NACLA under the provisions of the
understanding (MOU) that will reduce the redundancy MOU will be deemed competent by NIST to support
and complexity in the often puzzling and duplicative trade agreement activities where NIST is a designating
realm of laboratory accreditation. authority.
Laboratory accreditation is a form of conformity
assessment to assure that products, processes or
systems comply with regulations or voluntary stan-
dards. Such activities include tests of components and
accreditation methods for assessing the proficiency of
testing laboratories. They also include procedures for
evaluating the competency of laboratory accreditors,
which is the focus of the proposed NIST-NACLA agree-
ment.
A copy of the draft MOU will be posted on June 1,
2000, on the NIST website at www.ts.nist.gov. Written
public comments can be sent to NACLA Comments,
Office of the Director, Technology Services, NIST, 100
Fall 2000 The STANDARD Page 31
Transition to ISO/IEC 17025 visit the following year (automatic for new labs). The
third option is not available to laboratories being as-
A2LA’s plan for transitioning from ISO/IEC Guide 25
sessed after January 1, 2001. After July 1, 2001, all
to ISO/IEC 17025 is outlined in the table printed in this
laboratories will be assessed to 17025.
newsletter. The plan has been approved by the A2LA
Criteria Council and endorsed by the Board of Direc- Assessors will contact laboratories scheduled for
tors. assessment during this transition period to ascertain
which option they prefer. In the meantime, if you have
A2LA’s objective is to have all related documents,
any questions regarding the A2LA transition plan,
including updated General Requirements for Accredi-
please contact A2LA at 301-644-3248.
tation of Laboratories and the Assessor Checklist, in
final form by mid-July. Status of 2000 A2LA Directory
According to the plan, laboratories undergoing as- The 2000 Directory is expected to be ready for
sessments during the period of July 1 through Decem- distribution by the end of July, 2000. All directories
ber 31, 2000, have three options: full assessment to mailed to laboratories, users, etc. will be in CD-ROM
17025, assessment to Guide 25 with gap analysis for format only. A limited number of hardcopy directories
17025, or assessment to Guide 25 only. For renewal will be available upon request.
labs, the third option requires an on-site surveillance
Metrology Freeware
1. Surface Roughness and Roundness Software and for determining mismatch loss for either
visit digitalmetrology.com a perfect load or source.
2. Chris Grachanen of the Corporate Metrology Download Mismatch Uncertainty Calculator
Department at Compaq Computer has de- (1.5Mb) for Windows95. (Proper installation
veloped Windows (TM) compatible freeware requires both Disk 1 & 2.)
to assist labs in calculations for uncertainty, 6. Measurement Conversion Software
tolerance, and mismatch.
Dalby Data Measurement Conversion Program
His published articles on the freeware:
Freeware:Uncertainty Calculator Dalby Data of Denmark has developed a new
Freeware:Tolerance Calculator calibration software program that includes a
Freeware: Mismatch Calculator measurement conversion function. This download
is a stand-alone version of the measurement
3. Uncertainty Calculator 2.5 conversion program.
Uncertainty Calculator is a Windows95 pro- Download Dalby Data Unit Conversion
gram designed to compute and express mea-
surement uncertainty in simple, straightfor- DCM is an affordable system for the com-
ward manner, for a vast majority of pany with focus on quality assurance and
measurements scenarios congruent with the efficient management of calibration. DCM can
basic guidelines contained within national/ also be used gauges which aren't calibrated,
international publications. since DCM has a wide range of features for
general gauge management.
For older systems only - Download Uncer-
tainty Calculator 1.0 (602kb) for Windows3.1X Download fully functional program with a 30
(602KB) day trial limit at www.dalbydata.dk
4. Tolerance Calculator 3.0 7. NAPT Measurement Conversion Program
Tolerance Calculator is a Windows 3.1 pro- Chuck Ellis of the National Association for
gram designed to perform calculations asso- Proficiency Testing (US organization) has con-
ciated with the interpretation of equipment tributed his favorite measurement conversion
tolerances and other Metrology related func- program.
tions such as test uncertainty ratios (TUR), Download the NAPT Unit Converter by visit-
accumulated uncertainties, consumers and ing the National Association for Proficiency
producers risk, etc. The Tolerance Calcula- Testing.
tor is intended to provide users with a 'bot-
tom line' method for evaluating equipment
specifications using the same nomenclature
equipment manufacturers use when adver-
tising their equipment capabilities, i.e. % of
range, parts per million (ppm) of reading, %
of span, etc.
Download Tolerance Calculator 3.0 (833kb)
for Windows95.
5. Mismatch Uncertainty Calculator 1.0
Mismatch Uncertainty Calculator is a new Win-
dows 95 program designed to perform un-
certainty analysis associated with microwave
mismatch components, conversions between
Reflection Coefficient, Return Loss and SWR
as well as various other microwave calcula-
tions. This program is especially useful for
calculating uncertainties associated with
calibrating 2-port symmetric devices such as
attenuators, directional couplers, filters, etc.,
Page 34 The STANDARD Fall 2000
Educational Institutions
that Offer Metrology Programs or Classes
USA Students may see all Metrology courses Piedmont Technical College
available in the current course schedule at: Greenwood, SC 29648-1467
Butler County Community College
http://www.cca.cccoes.edu/adm/ Contact: Ron Ingle
College Drive, Oak Hills
_schedule.html (803) 941-8470
Butler, Pennsylvania 16001
Students may register for all available (800) 868-5528
(412) 287-8711
courses on-line at http://www.cca. Instrumentation Technology, Electronic En-
AAS Metrology
cccoes.edu/adm/_schedule.html by ac- gineering Technology
California State University cessing their personal account and follow-
Dominguez Hills, MSQA Program ing subsequent instructions Ridgewater College
Carson, CA 90747 2 Century Avenue
Contact: Dr. Gene Watson Madison Area Technical College Hutchinson, MN 55350-3183
(310) 243-3880 2136 Anderson Street Contact: Herbert O'Neil
http://www.csudh.edu/msqa Madison, WI 53704 Tel (800) 222-4424
gwatson@webtv.net Contact: Robert L. Brown Fax 320-587-9019
MSQA, Metrology Courses (608) 246-6861 herbo@hut.tec.mn.us
Offers MSQA through the internet Machine Tool Technology, Dimensional Certificate, AAS Metrology
Classes
The CCA (Community College of Au- Sinclair Community College
rora) Metrology Program 444 West Third Street
McComb County Community College Dayton, Ohio 45402
Located in the HEAT (Higher Education
14500 Twelve Mile Road Contact: George Sehi
and Advanced Technology) Center on the
Warren, MI 48093-3899 (513) 226-7921
Lowry Campus
Contact: Ben Selleck QA Tech, AAS Certificate, QE Tech, Di-
Manufacturing Technology Building III
(313) 445-7472 mensional Classes
9136 East 10th Place
Dimensional QA, AAS, Certificate
Aurora, CO 80010
Yuba College
Monroe County Community College 2088 Beale Road
Terrelle Wilson, Program Director
1555 S. Raisinville Road Marysville, CA 95901
Voice: (303) 365-8425
Monroe, MI 48161 Contact: Don Schrader
Fax: (303) 340-2130
(916) 741-6934
E-mail: terrelle@cs.cca.cccoes.edu
Michael Mohn AAS Measurement Science/Metrology
web site: http://cs.cca.cccoes.edu/
Assistant Professor of Materials Technol- Physical Mechanical Emphasis
metrology
ogy
Phone: 734-384-4122 Fax: 734-242-9711 CANADA
AAS (Associate of Applied Science) in mmohn@mail.monroe.cc.mi.us
Fleming Institute for Training in Metrol-
Metrology and Advanced Precision Mea- www.monroe.cc.mi.us/mmohn
ogy
surement with emphasis in Electrical or AAS in Metrology Technology. Empasis on
Sir Sanford Fleming College
Physical/Dimensional Measurements Cer- dimensional metrology with training on
743 Monaghan Road
tificates are provided for selected CMMs.
Peterborough, Ontario
coursework Canada, K9J 5K2
Some Metrology courses are available on- Ohio State University Contact: R. Munshaw
line (through the internet) Coordinate Metrology and Measurement (705) 876-1611
Laboratory Advanced Certificate
Students may enroll in the college on-line
Department of Mechanical Engineering
at: http://www.cca.cccoes.edu/adm/
206 West 18th Avenue
_adm_reg.html
Columbus, OH 43201
Students may view a description of on-line Tel (614) 292-8718
Metrology courses at http://cs.cca. Fax (614) 292-3163
cccoes.edu/infosheets/disciplines/mtr/
metrology.htm
Fall 2000 The STANDARD Page 35
Section A:
1 1. Laboratory management 4 2 1 1 1 1 2 1 3 2 1 1 19
2 2. Laboratory accreditation (NVLAP and A2LA) 2 4 2 1 1 1 1 1 2 1 1 16
1 3. Interlaboratory/Intralaboratory comparisons 2 3 1 2 2 1 2 2 2 2 1 1 21
4 4. Proficiency testing 1 2 2 4 1 1 1 1 1 3 1 4 1 22
3 5. Determination of uncertainty-types A & B 15 1 6 5 1 1 3 1 2 1 26
4 6. Measurement systems analysis 6 3 4 3 4 3 1 1 2 1 2 1 1 29
5 7. Variable gage R&R 3 3 3 3 1 4 2 2 3 1 1 25
1 8. Destructive testing correlation 1 1 1 3 2 1 1 1 1 11
2 9. Attribute appraiser evaluation 2 1 2 3 1 1 1 1 2 13
7 10. Measurement process control 4 7 4 1 3 5 3 1 4 2 1 1 33
4 11. Standards traceability 3 1 1 3 2 7 2 1 3 3 1 1 26
7 12. Calibration requirements 4 1 1 4 3 7 3 7 2 1 2 33
3 13. Fixture verification 1 1 4 2 1 2 1 1 1 2 3 17
3 14. Software evaluation and validation 1 1 1 1 1 1 2 1 1 1 1 3 15
3 15. Validation of systems 1 1 3 2 1 1 2 1 1 4 1 1 2 20
The STANDARD
Section B:
1. I am interested in metrology certification activity at the following levels:
Technician: (6) Engineer: (2) Manager: (8) Scientist: (4)
2. I have visited the MQD website recently. I would rate it a: (1 = worst; 10 = best)
1: (0) 2: (1) 3: (2) 4: (2) 5: (3) 6: (1) 7: (3) 8: (5) 9: (3) 10: (0)
I liked:
• Discussion forum, because it was the only thing that worked
• The available information (2)
• Links
• Articles from the Standard
• The standards & layouts
• Books area and link to Amazon.com
• Articles on website and metrology talk
• Attribute evaluation
• Very little
I would like to see more/less of:
• LESS political management issues
• MORE published papers
• MORE technical & research articles
• MORE current information (2)
• MORE ISO documentation
• MORE of the good job being done by the division
• LESS outdated information and cross linked messages
• MORE about accreditation
COMMENTS:
• I like to printout or file articles. My Netscape does not wrap all articles, only some. Can you look into this?
• Would like to see our site updated
• Page could not be displayed
3. I would rate the MQD “Standard” newsletter a: (1 = worst; 10 = best)
1: (0) 2: (0) 3: (2) 4: (1) 5: (4) 6: (2) 7: (10) 8: (8) 9: (10) 10: (6)
I liked:
• News articles
• The article on establishing metrology training
• ALL
• NIST news
• The Contrarion Metrologist (5)
• The Learning Curve (5)
• Broad range of issues–theoretical, practical, informative
• Anything Phil Stein writes (5)
• The wide range of subjects
• Events
• Practical advice
• The variety and balance
• A2LA news update
• Editor’s column
• The Standards Scene
• The idea of Doctor/PhD
• The articles and links to other information and sources
• Everything
• The article on ASQ certification
I would like to see more/less of:
• MORE practical applications
• LESS 6 Sigma advertisement disguised as articles
• MORE titles reflecting topic discussed since articles are long and not immediately to the point
• MORE information on metrology techniques
• MORE articles like the Learning Curve/Mech. Measurement specific articles/Gauge R&R articles
• Some articles on the statistical software used or favored by the analysts
Page 40 The STANDARD Fall 2000
• MORE commentary
• MORE ISO 17025
• LESS scientific analysis
• MORE business measurement topics
• MORE education on different fields of equality
• MORE “how to” articles
• MORE published papers
• MORE technical articles in uncertainty
• MORE Frank Voehl
• MORE case studies
• MORE gage R&R methods and training seminars
• LESS of Management Corner
• MORE articles on practical metrology techniques, best practices
• LESS articles complaining about present metrology state of affairs
• MORE articles and letters to Editor
• A thicker newsletter
• Book reviews on metrology
• MORE tutorials on ISO 25/17025
• MORE uncertainty
• MORE traceability
• MORE job floor/lab related articles, not just concepts
COMMENTS:
• It’s a great publication. Thanks!
• Write it so that you don’t need a degree to understand it
• Just received first copy—Appearance is dull and cheap looking
4. Have you recently (in the last year) called someone in the MQD for help? Yes: (3) No: (43)
If yes, how long was it until you got a response? One answer = Days; Another answer = 8 hours
10 weeks (called F. Voehl for help)
GENERAL COMMENTS:
• Just joining MQD with 2000 membership renewal!
• Still waiting
Website Manager’s Report: Open divisions may already have a director on the board. The
Mark reported that he has approached George names were read and votes tallied. The candidates
MacRitchie, Region 10 Councilor, to help with the site. selected were Donald Ermer, Kymm Hockman, Michael
Murphy, and Bill Sherman. Phil Stein moved to accept
Historian’s Report: Sal Scicchitani the selections, Dan seconded, all approved. The re-
Dan asked about guidelines for what materials to sults were sent to headquarters on 1/27/00.
save.
Division officers nominations were due the day after
Standard’s Committee Representative: the meeting. Duane Allen volunteered to be Chair-
Dan Harper Elect.
Dan will submit a written report. Next Meeting:
Certification Chair’s Report: Chris Grachanen The next MQD meeting and conference call will be
Chris reported out on the formation of the commit- from the AQC on May 5th with the time to be announced.
tee to work on the development of a Metrology Techni- Update: this meeting was cancelled but the officers did
cian (unofficial) certification. He reported that there is a meet informally. A follow up conference call was held
need for certification first based on current industry and on May 22.
military trends and that there has been overwhelming Adjournment:
support for the project. The completion and presenta- Phil Stein motioned to adjourn. Dan seconded. All
tion of a written proposal to the chair of the ASQ approved.
certification board is targeted for either the May or
November Biannual meeting.
An initial investment of $20,000 in non-refunded
funding from the MQD would be required up-front to get
started. The first step would be to contract an outside
firm to undertake a job analysis by 1st quarter of 2001.
Chris mentioned that it would be a good idea to take a
look at the analysis and proposal done for the CQT
before starting. He is also gathering information about
past DOD training programs, an job NSF study, and
courses being provided by post secondary education
institutions. It was also suggested that some of the
other divisions may want to become involved in the
committee.
Chris would like to use the MQD website to solicit
comments in an endeavor to collect information for a
BOK and potential questions. There was some con-
cern about facilitating input on the site, due to the
absence of a webmaster. Phil suggested that Bill
Caste, who is currently hosting the MQD site, might be
able to help. Measurement Science
Chris asked for approval for travel expenses to
prepare for and present to the Certification Committee.
Conference
Phil Stein made a motion to approve $2,500 for those
Measurements in a Global Economy is
expenses. Sal seconded. All approved.
the theme for the annual conference that
Regional Councilor’s Reports: All will be held in Anaheim, CA on January
Region 2: Karl Speitel-received 1 call recently
18 and 19, 2000.
Region 7: Rolf Schmacher-received 1 call recently
Region 11: Ray Perham (by email)-no activity Review details on http://www.msc-
Region 12: Don Ermer-no activity conf.com/.
Past Chair and Nominating Chair Report:
Tom Pearson
Mark passed out the list of GTC nominees for 2000/
2001 National Directors. Sal mentioned that some
Fall 2000 The STANDARD Page 43
Membership Report
Treasurer
Colleen Gadbois ........... 535 N.W. 112th Ave., Portland, OR 97229-6116 503-646-1380 V
e-mail: cdblflat@home.com 503-646-1380 F
Secretary
Open
Auditing
Karl F. Speitel ................ 14 Kalleston Drive, Pittsford, NY 14534 716-385-838 H
Certification
Christopher L. Grachanen ..... Manager, Standards Engineering
P.O. Box 692000 MS070110, Houston, TX 77269-2000 281-518-8486 B
Compaq Computer Corporation, Corporate Metrology 281-518-7275 F
e-mail: chris.grachanen@compaq.com
Programs
Duane Allen .................. MSC 2001
Norm Belecki ................. Fall Conference 2001
Membership
Open
Education
Thomas A. Pearson ...... Automated Technology Associates 317-271-9545 ext. 224 B
1635 Expo Lane, Indianapolis, IN 46214 317-271-7974 F
e-mail: tap@ataindy.com
Publications
J.L. Madrigal .................. Oxford Worldwide Group 801-374-1790 B
1045 South Orem Blvd., Orem, UT 84058 801-374-1790 F
e-mail: jim_oxford@msn.com
Newsletter Editor
Frank Voehl ................... St. Lucie Press, 280 Lake Drive, Coconut Creek, FL 33066 954-972-3012 B
e-mail: FVoehl@aol.com 954-978-0643 F
Historian
S.D. (Sal) Scicchitani .... 203 Golf Club Drive, Langhorne, PA 19047
NCSL Representative
Open
Simmons Scholarship
Norm Belecki ................. 7413 Mill Run Dr., Deerwood, MD 20855-1156 301-869-4520 H
n.belecki@ieee.org
Website Manager
George A. MacRitchie ... Benchmark Technologies 419-843-6691 B
e-mail: george.macritchie@benchmark-usa.com 419-843-7218 F
Please notify the editor of any errors or changes so that this list can be updated.
Fall 2000 The STANDARD Page 45
REGIONAL COUNCILORS
Region 1 Region 7 Region 11
Joseph Califano, Hemagen Diagnos- Rolf B.F. Schumacher, Coast Quality Raymond Perham, Michelin Tire Corp.,
tics, Inc., 40 Bear Hill Road, Waltham, Metrology Systems, Inc., 35 Vista Del Rt 4 Antioch Church, P.O. Box 2846,
MA 02154 • (417) 890-3766, FAX (617) Ponto, San Clemente, CA 92672-3122 Greenville, SC 29605 • (864) 458-1425,
890-3748 • (949) 492-6321, FAX (949) 492-6321 FAX (864) 458-1807, E-mail:
Region 2 Region 8 ray.perham@us.michelin.com, or
Karl F. Speitel, 14 Kalleston Drive, Frank Weingard, Actco Metrology Ser- home E-mail: r.perham007@aol.com
Pittsford, NY 14534 • (716) 385-1838 vices, 202, Westview Dr. Meadville, PA Region 12
Region 3 16335 • (800) 382-0393, FAX (814) Donald Ermer, University of Wiscon-
Eduardo M. Heidelberg, Carter 337-8288, E-mail: sin Madison, 240 Mechanical Engineer-
Wallace, 61 Kendall Dr., Parlin, NJ actomet@toolcity.net ing Bldg., 1513 University Avenue,
08859 • (609) 655-6521, FAX (609) Region 9 Madison, WI 53706-1572 • (608) 262-
655-6736 Dr. Henrik S. Nielson, HN Metrology 2557
Region 4 Consulting, Inc., 5230 Nob Lane, India- Region 13
Alex Lau, Imperial Oil, 111 St. Clair napolis, IN 46226 • (317) 377-0378 Open
Ave W, Toronto, Ont, Canada M5W- voice and fax, E-mail: hsnielson Region 14
1K3 • (416) 968-4654, FAX (416) 968- @worldnet.att.net Chuck Carter, C.L. Carter, Jr. & Asso-
5560, E-mail: alex.lau@esso.com Region 10 ciates, Inc. 1211 Glen Cove Drive,
Region 5 George A. MacRitchie, CQE, PE, Richardson, TX 75080 • (972) 234-
Open Benchmark Technologies Corp., 3161 3296, FAX (972) 234-3296
Region 6 N. Republic Blvd., Toledo, OH 43615- Region 15
J.L. Madrigal, Brigham Young Univ., 1507 • (419) 843-6691, FAX (419) 843- Bryan Miller, Champion International,
Dept of Statistics, BYU, 222 TMCB, 7218, E-mail: george.macritchie Inc., P.O. Box 189, Courtland, AL 35816
Provo, UT 84602 • (801) 378-7357, @benchmark-usa.com • (205) 637-6735, FAX (205) 637-5202
FAX (801) 378-5722, E-mail: madrigal Region 25
@byu.edu Open
Please notify the editor of any errors or changes so that this list can be updated.
REGIONAL MAP
The Newsletter of the Measurement Quality Division
American Society for Quality
Fall 2000