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Why Mathematics? | Latin Square Designs: Row and Column Blocking, Orthogonality and Missing Cells

Why is mathematics important when two nuisance gradients affect an experiment at once? A Latin square places each treatment exactly once in every row and every column. This orthogonal balance controls two blocking factors with only k squared runs, provided additivity and randomisation are credible.

Did You Know? A 4×4 Latin square compares four treatments across four row levels and four column levels in 16 runs. A full three-factor 4×4×4 arrangement would require 64 runs, but the square cannot estimate all interactions.

Full chapter index

Chapters 1–7 · Understand the question
  1. Three roles
  2. The square rule
  3. A 4×4 example
  4. Orthogonal balance
  5. Run savings
  6. NIST Latin-square guidance
  7. Randomise the square
Chapters 8–14 · Reproduce the example
  1. Additive model
  2. Illustrative treatment means
  3. Why “adjusted” matters
  4. Degrees of freedom
  5. Interaction cannot be estimated
  6. Choosing rows and columns
  7. Missing cell
Chapters 15–21 · Check assumptions
  1. Multiple missing cells
  2. Replication of squares
  3. Graeco-Latin extension
  4. Order six warning
  5. Crossover connection
  6. Education example
  7. Agriculture example
Chapters 22–28 · Explore applications
  1. Manufacturing example
  2. Sample size and power
  3. Diagnostics
  4. Validation plan
  5. Limits
  6. Communication
  7. Final decision
Chapters 29–42 · Study and verify
  1. What students should transfer
  2. A spreadsheet workflow
  3. A coding workflow
  4. Applications and careers
  5. A student investigation
  6. Common misconceptions
  7. Connection to recent mathematics articles
  8. Guidance for students and parents
  9. Practice questions
  10. Frequently asked questions
  11. A reporting checklist
  12. The missing interactions are the price
  13. A final Latin-square audit
  14. Useful next reading

CHAPTER 1 OF 42 · Understand the question

1. Three roles

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Rows and columns represent two nuisance factors; symbols represent the treatment of interest. Every role must be defined before outcomes are observed.

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CHAPTER 2 OF 42 · Understand the question

2. The square rule

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In a k×k Latin square, each of k treatments appears once in every row and once in every column.

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CHAPTER 3 OF 42 · Understand the question

3. A 4×4 example

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Use rows ABCD, BCDA, CDAB and DABC. Every row and column contains A, B, C and D exactly once.

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CHAPTER 4 OF 42 · Understand the question

4. Orthogonal balance

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Treatment totals are balanced across both nuisance factors. Row and column main effects do not contaminate treatment contrasts under the additive model.

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CHAPTER 5 OF 42 · Understand the question

5. Run savings

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Four treatments with two four-level nuisance factors use 16 cells. The saving relative to 64 full combinations comes from not estimating interactions.

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CHAPTER 6 OF 42 · Understand the question

6. NIST Latin-square guidance

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NIST explains the two blocking factors, row-column balance, additive model, run counts and assumptions. Read the NIST handbook.

Row/Column1234
1ABCD
2BCDA
3CDAB
4DABC
A 4×4 Latin square.

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CHAPTER 7 OF 42 · Understand the question

7. Randomise the square

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Select a valid square, randomly relabel treatments, randomly permute rows and randomly permute columns. The printed cyclic form alone is not randomisation.

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CHAPTER 8 OF 42 · Reproduce the example

8. Additive model

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Use response=overall mean+row effect+column effect+treatment effect+error. Treatment-by-row and treatment-by-column interactions are assumed absent.

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CHAPTER 9 OF 42 · Reproduce the example

9. Illustrative treatment means

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Suppose adjusted means are A=12, B=15, C=14 and D=19. D exceeds A by 7 under the additive model.

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CHAPTER 10 OF 42 · Reproduce the example

10. Why “adjusted” matters

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Because treatment is balanced across rows and columns, additive-model treatment means separate systematic nuisance shifts from treatment averages.

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CHAPTER 11 OF 42 · Reproduce the example

11. Degrees of freedom

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For k=4, treatment, row and column each use 3 degrees of freedom, leaving (k−1)(k−2)=6 error degrees of freedom.

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CHAPTER 12 OF 42 · Reproduce the example

12. Interaction cannot be estimated

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With one observation per cell, interactions are confounded with residual variation. Strong row-treatment interaction can invalidate the simple conclusion.

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CHAPTER 13 OF 42 · Reproduce the example

13. Choosing rows and columns

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Use major, crossed nuisance gradients such as day and machine or classroom and lesson period. Both need exactly k levels in the standard square.

ABCD
12151419
Illustrative adjusted treatment means.

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CHAPTER 14 OF 42 · Reproduce the example

14. Missing cell

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One failed run breaks orthogonality. A model can estimate with reduced precision, but hand substitution should not pretend the observation existed.

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CHAPTER 15 OF 42 · Check assumptions

15. Multiple missing cells

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Connectivity can fail depending on pattern. Inspect model rank and estimability before reporting treatment comparisons.

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CHAPTER 16 OF 42 · Check assumptions

16. Replication of squares

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Replicate whole squares across sites or batches to estimate broader variation and examine treatment interactions with replication factors.

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CHAPTER 17 OF 42 · Check assumptions

17. Graeco-Latin extension

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Superimpose a second orthogonal symbol set to block a third nuisance factor. Existence and orthogonality depend on the order.

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CHAPTER 18 OF 42 · Check assumptions

18. Order six warning

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A pair of orthogonal Latin squares does not exist for order 6, so a standard Graeco-Latin plan is impossible there.

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CHAPTER 19 OF 42 · Check assumptions

19. Crossover connection

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Sequences can use Latin or Williams squares to balance treatment order and periods, though carryover requires additional properties.

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CHAPTER 20 OF 42 · Check assumptions

20. Education example

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Four practice methods are tested across four classes and four lesson periods. Each method appears once per class and once per period.

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CHAPTER 21 OF 42 · Check assumptions

21. Agriculture example

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Treatments are arranged across field rows and columns to control two spatial fertility gradients.

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CHAPTER 22 OF 42 · Explore applications

22. Manufacturing example

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Four settings are tested across four machines and four shifts. Machine-by-treatment interaction remains a risk.

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CHAPTER 23 OF 42 · Explore applications

23. Sample size and power

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Power depends on residual variance after row and column adjustment, number of treatments, replications and effect. One square can have limited error degrees of freedom.

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CHAPTER 24 OF 42 · Explore applications

24. Diagnostics

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Plot residuals by row, column and treatment, inspect spatial patterns, and test interaction only when replication makes it estimable.

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CHAPTER 25 OF 42 · Explore applications

25. Validation plan

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Verify every symbol appears once per row and column, calculate treatment means and refit after deleting one cell.

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CHAPTER 26 OF 42 · Explore applications

26. Limits

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Latin squares require equal numbers of levels, additive effects, complete execution and credible randomisation. They are not universal small-sample shortcuts.

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CHAPTER 27 OF 42 · Explore applications

27. Communication

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Publish the randomised square, factor meanings, run order, missing cells, model, treatment estimates, row and column effects and residual checks.

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CHAPTER 28 OF 42 · Explore applications

28. Final decision

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Use a Latin square when two strong crossed nuisance factors have the same number of levels as treatments and interaction is plausibly small.

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CHAPTER 29 OF 42 · Study and verify

29. What students should transfer

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Orthogonality is planned balance. It lets one comparison stay clear of other structured variation, but only for effects the design represents.

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CHAPTER 30 OF 42 · Study and verify

30. A spreadsheet workflow

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Represent the square as tidy rows with row block, column block, treatment, randomised order, response and missing flag.

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CHAPTER 31 OF 42 · Study and verify

31. A coding workflow

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Verify symbol counts, matrix rank and orthogonality; fit additive effects and test missing-cell estimability.

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CHAPTER 32 OF 42 · Study and verify

32. Applications and careers

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Agronomists, manufacturers, sensory scientists and education researchers use Latin squares when two nuisance gradients must be controlled economically.

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CHAPTER 33 OF 42 · Study and verify

33. A student investigation

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Arrange four paper types across four days and four operators. Randomise labels and order, then simulate a row-treatment interaction.

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CHAPTER 34 OF 42 · Study and verify

34. Common misconceptions

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A Latin square is not merely a puzzle, balance does not estimate interactions, and a cyclic square is not random until labels and order are randomised.

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CHAPTER 35 OF 42 · Study and verify

35. Connection to recent mathematics articles

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The randomised-block guide explains one nuisance factor. The factorial guide explains what the square sacrifices.

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CHAPTER 36 OF 42 · Study and verify

36. Guidance for students and parents

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Students should check rows and columns manually before analysis. Parents can ask whether a school experiment confused a teaching method with class or lesson time.

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CHAPTER 37 OF 42 · Study and verify

37. Practice questions

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  • Verify a 4×4 square.
  • Randomise labels.
  • Calculate treatment means.
  • Delete one cell.
  • Add a treatment-row interaction.

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CHAPTER 38 OF 42 · Study and verify

38. Frequently asked questions

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### Why “Latin”? Treatments are traditionally shown as letters.

### How many nuisance factors? Two in a standard Latin square.

### Can it estimate interactions? Not in the basic unreplicated form.

### Must levels match? Yes, in the standard design.

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CHAPTER 39 OF 42 · Study and verify

39. A reporting checklist

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Report treatments, row and column factors, selected square, randomisation, run order, outcomes, missing cells, additive model, treatment estimates, residual degrees of freedom and diagnostics.

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CHAPTER 40 OF 42 · Study and verify

40. The missing interactions are the price

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Sixteen runs replace sixty-four combinations because the design assumes nuisance interactions are negligible.

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CHAPTER 41 OF 42 · Study and verify

41. A final Latin-square audit

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Confirm row and column balance survived execution, randomisation was real and every reported contrast is estimable under the actual data pattern.

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CHAPTER 42 OF 42 · Study and verify

42. Useful next reading

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Continue through the Mathematics Learning Hub. Recalculate the central example, identify the assumptions and explain which claim the result can and cannot support.

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Extended practice laboratory

Practice case 1: Choose treatments

Setup: Start from the article’s Latin square mechanism for case 1. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 2: Choose rows

Setup: Start from the article’s Latin square mechanism for case 2. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 3: Choose columns

Setup: Start from the article’s Latin square mechanism for case 3. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 4: Check equal levels

Setup: Start from the article’s Latin square mechanism for case 4. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 5: Create base square

Setup: Start from the article’s Latin square mechanism for case 5. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 6: Randomise treatment labels

Setup: Start from the article’s Latin square mechanism for case 6. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 7: Randomise rows

Setup: Start from the article’s Latin square mechanism for case 7. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 8: Randomise columns

Setup: Start from the article’s Latin square mechanism for case 8. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 9: Verify row balance

Setup: Start from the article’s Latin square mechanism for case 9. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 10: Verify column balance

Setup: Start from the article’s Latin square mechanism for case 10. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 11: Record outcomes

Setup: Start from the article’s Latin square mechanism for case 11. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 12: Calculate treatment means

Setup: Start from the article’s Latin square mechanism for case 12. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 13: Fit additive model

Setup: Start from the article’s Latin square mechanism for case 13. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 14: Estimate row effects

Setup: Start from the article’s Latin square mechanism for case 14. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 15: Estimate column effects

Setup: Start from the article’s Latin square mechanism for case 15. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 16: Estimate treatment effects

Setup: Start from the article’s Latin square mechanism for case 16. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 17: Check interactions

Setup: Start from the article’s Latin square mechanism for case 17. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 18: Add missing cell

Setup: Start from the article’s Latin square mechanism for case 18. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 19: Recover with model

Setup: Start from the article’s Latin square mechanism for case 19. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 20: Check residual df

Setup: Start from the article’s Latin square mechanism for case 20. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 21: Compare block design

Setup: Start from the article’s Latin square mechanism for case 21. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 22: Add Graeco-Latin factor

Setup: Start from the article’s Latin square mechanism for case 22. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 23: Simulate nuisance gradients

Setup: Start from the article’s Latin square mechanism for case 23. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 24: Name limits

Setup: Start from the article’s Latin square mechanism for case 24. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.

Practice case 25: Write conclusion

Setup: Start from the article’s Latin square mechanism for case 25. Task: Change the named quantity, recompute the dependent result and compare with the original.

Check: Preserve the estimand and design, verify the statistical identity, state one diagnostic, record units and compare one defensible alternative with clear reasoning. Show the arithmetic, name the response and predictor units, and separate the numerical result from the claim it supports. Then vary one defensible assumption, calculate again and explain whether the conclusion changed because of the data, the fitted model or the validation purpose. Finish with one compact table or graph that could reveal a failure hidden by the summary.