There are two types of orthogonal 2-level factorial designs, regular fractional factorial designs and screening designs. This help file is about when to apply these.
Both types of design are suitable for quantitative and qualitative factors alike.
Screening designs are particularly useful, if the experiment is intended to pick a few important factors out of a list of many candidate factors. It often can not be ruled out that factors interact with each other, but the interactions are not of interest at the screening stage. If the main effects are stronger than the interactions, which is very often the case, the screening experiment has a good chance of selecting the key factors for further experimentation. With very high expertise and some luck, a screening experiment might even be sufficient to draw further conclusions.
Regular Fractional Factorial designs of resolution III are also sometimes used for screening. If the aliasing is not too severe, if e.g. just three main effects are aliased with one 2-factor interaction each (i.e. one word of length three), this can be reasonable. However, with more severe aliasing, using a resolution III design is more risky than using a screening design, because main effects are completely aliased with 2-factor interactions, which can lead to severe bias and wrong conclusions.
Regular (Fractional) Factorial designs of resolution IV or higher are particularly useful, if not only main effects but also 2-factor interactions are expected to be active. Note that interactions between more than two factors are usually considered negligible. This is usually appropriate, if the experimental region is not too large, since many functions can be approximated well by first- or second-order polynomials over small regions.
Regular (Fractional) Factorial designs can be run in blocks. This is advisable, whenever the experimental
units are not homogeneous, but smaller groups of units (the blocks) can be made
reasonably homogeneous (e.g., batches of material, etc.). The number of blocks
must be a power of 2. If there are some experimental factors, that can only be varied for
a complete block, a so-called splitplot design is needed; this can be accomodated
FrF2, but has not been implemented in this GUI so far.
If package FrF2.catlg128 is installed (this will not be necessary for standard use), there is an Expert menu entry for loading catalogues from this package for usage with regular fractional factorial 2-level designs. On using this menu entry, the package is loaded, and a list of catalogues is shown. Do not unnecessarily load them, because some of them are very large.
Important: For both types of design, like also for other factorial designs, the experiment must conduct all experimental runs as determined in the design, because the design properties will deteriorate in ways not easily foreseeable, if some combinations are omitted.
It must be carefully considered in the planning phase, whether it is possible to conduct all experimental runs, or whether there might be restrictions that do not permit all combinations to be run (e.g.: three factors, each with levels “small” and “large”, where the combination with all three factors at level “large” is not doable because of space restrictions). If such restrictions are encountered, the design should be devised in a different way from the beginning. If possible, reasonable adjustments to levels should ensure that a factorial design becomes feasible again. Alternatively, a non-orthogonal D-optimal design can take the restrictions into account. Unfortunately, this functionality is not yet implemented in this GUI.
Box G. E. P, Hunter, W. C. and Hunter, J. S. (2005) Statistics for Experimenters, 2nd edition. New York: Wiley.
pb for the function behind the screening designs,
FrF2 for the function behind the regular fractional factorial designs,
catlg for a catalogue of regular fractional factorial designs,
DoEGlossary for a glossary of terms relevant in connection with
orthogonal 2-level factorial designs.