Effects of Parameter Estimation on Control Chart Properties: A Review
Journal of Quality Technology
Control chart limits are often calculated using parameter estimates from an in-control Phase I reference sample. In Phase II monitoring, statistics based on new samples are compared with the estimated control limits to monitor for departures from the in-control state. Many studies to evaluate control chart performance in Phase II assume that in-control parameters are known, although it is known that additional variability introduced through parameter estimation affects the performance of the chart. A review of the literature is given that considers the effect of parameter estimation on control chart properties. Recommendations and ideas for future research are given.
Jensen, Willis A., L. Allison Jones-Farmer, Charles W. Champ, William H. Woodall.
"Effects of Parameter Estimation on Control Chart Properties: A Review."
Journal of Quality Technology, 38 (4): 349-364.
doi: 10.1080/00224065.2006.11918623 source: https://www.tandfonline.com/doi/abs/10.1080/00224065.2006.11918623