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Why Mathematics? | Randomised Block Designs: Nuisance Variation and Within-Block Comparisons

Why is mathematics important when day, batch, classroom or participant differences add noise to an experiment? Randomised block designs compare treatments within homogeneous groups. Blocking removes known nuisance variation from the error term while randomisation protects each within-block comparison.

Did You Know? Pairing is the smallest complete block design: each participant or matched unit receives or represents both treatments. Precision improves when responses within a block are genuinely similar before treatment.

Full chapter index

Chapters 1–7 · Understand the question
  1. Treatment and nuisance factors
  2. Create homogeneous blocks
  3. Randomise within blocks
  4. NIST principle
  5. A paired example
  6. Mean difference
  7. Variation and standard error
Chapters 8–14 · Reproduce the example
  1. A t interval
  2. Why blocking helps
  3. When blocking hurts little
  4. Additive model
  5. Treatment-by-block interaction
  6. Incomplete blocks
  7. Missing cells
Chapters 15–21 · Check assumptions
  1. Blocking versus stratification
  2. Blocking versus covariate adjustment
  3. Repeated measures
  4. Batch drift
  5. Education example
  6. Manufacturing example
  7. Sample size
Chapters 22–28 · Explore applications
  1. Blinding and measurement
  2. Simulation
  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. Block what you know
  13. A final block audit
  14. Useful next reading

CHAPTER 1 OF 42 · Understand the question

1. Treatment and nuisance factors

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The treatment factor answers the research question. A block factor such as day, furnace run or baseline-matched pair affects response but is not the primary target.

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CHAPTER 2 OF 42 · Understand the question

2. Create homogeneous blocks

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Group units that are similar on the nuisance factor. Every treatment should appear within each complete block so treatment is compared under the same local conditions.

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CHAPTER 3 OF 42 · Understand the question

3. Randomise within blocks

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Randomly assign treatment labels separately inside each block. Blocking without randomisation can preserve systematic order bias.

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CHAPTER 4 OF 42 · Understand the question

4. NIST principle

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NIST summarises the idea as blocking important controllable nuisance factors and randomising the rest. Read the NIST handbook.

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CHAPTER 5 OF 42 · Understand the question

5. A paired example

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Four blocks produce B-minus-A differences of 6, 2, 5 and 3 units. The treatment estimate is the mean of these within-block differences.

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CHAPTER 6 OF 42 · Understand the question

6. Mean difference

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The differences sum to 16, so the paired estimate is 16/4=4 units.

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CHAPTER 7 OF 42 · Understand the question

7. Variation and standard error

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The sample SD is sqrt(10/3)=1.8257 and the SE is 1.8257/sqrt(4)=0.9129.

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CHAPTER 8 OF 42 · Reproduce the example

8. A t interval

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With three degrees of freedom, t critical is about 3.182. The 95% interval is 4±3.182×0.9129, approximately 1.09 to 6.91.

BlockB-A
16
22
35
43
Within-block treatment differences.

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CHAPTER 9 OF 42 · Reproduce the example

9. Why blocking helps

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Between-block shifts cancel from each difference. If blocks explain substantial response variation, the residual error and treatment SE decrease.

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CHAPTER 10 OF 42 · Reproduce the example

10. When blocking hurts little

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An unhelpful block uses degrees of freedom but usually does not create major bias when the design and model are correct. Excessive tiny blocks can complicate execution.

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CHAPTER 11 OF 42 · Reproduce the example

11. Additive model

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A complete block model is response=overall mean+treatment effect+block effect+error. It assumes treatment differences do not systematically change across blocks.

MeanSDSE95% t interval
41.82570.91291.09 to 6.91
Paired block estimate.

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CHAPTER 12 OF 42 · Reproduce the example

12. Treatment-by-block interaction

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With one observation per treatment-block cell, interaction and error may not be separately estimable. Scientific judgement and replication matter.

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CHAPTER 13 OF 42 · Reproduce the example

13. Incomplete blocks

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When every block cannot contain every treatment, balanced incomplete block designs preserve planned connectivity. Analysis must use the actual incidence structure.

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CHAPTER 14 OF 42 · Reproduce the example

14. Missing cells

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A failed observation breaks perfect balance. Use a model based on observed cells and report lost precision rather than inserting a convenient mean.

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CHAPTER 15 OF 42 · Check assumptions

15. Blocking versus stratification

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Both create local comparisons. In experiments, blocks describe groups of units or runs; stratification often describes assignment categories or analysis layers.

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CHAPTER 16 OF 42 · Check assumptions

16. Blocking versus covariate adjustment

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A continuous nuisance variable may be handled more efficiently in regression. Blocks are useful when local grouping is operationally natural.

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CHAPTER 17 OF 42 · Check assumptions

17. Repeated measures

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A participant can act as a block when receiving several conditions. Period, carryover and within-person correlation then need extra modelling.

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CHAPTER 18 OF 42 · Check assumptions

18. Batch drift

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If all treatment A runs occur early and B late, treatment is confounded with time. Randomise treatment order within each batch.

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CHAPTER 19 OF 42 · Check assumptions

19. Education example

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Compare two teaching prompts within matched classes or days. Blocking on teacher or baseline attainment can reduce noise, but carryover and contamination must be managed.

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CHAPTER 20 OF 42 · Check assumptions

20. Manufacturing example

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Test four material dosages within each furnace run. Furnace variation is absorbed by block effects, leaving cleaner dosage contrasts.

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CHAPTER 21 OF 42 · Check assumptions

21. Sample size

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Power depends on the SD of within-block differences, number of blocks, effect, alpha and missing-block risk. Pilot correlations can inform planning.

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CHAPTER 22 OF 42 · Explore applications

22. Blinding and measurement

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Blocks do not prevent observer expectations. Blind outcome assessment and standardise measurement when feasible.

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CHAPTER 23 OF 42 · Explore applications

23. Simulation

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Generate block effects, treatment effects and residual noise. Compare complete randomisation and blocking across strong and weak block correlations.

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CHAPTER 24 OF 42 · Explore applications

24. Diagnostics

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Plot block profiles, within-block differences, residuals and treatment order. Look for interaction, outliers and missing cells.

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CHAPTER 25 OF 42 · Explore applications

25. Validation plan

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Reproduce mean 4, SD 1.8257, SE 0.9129 and interval 1.09–6.91. Add one missing observation and refit.

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CHAPTER 26 OF 42 · Explore applications

26. Limits

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Blocking cannot adjust unmeasured post-treatment change, rescue confounded ordering or generalise beyond the blocks studied.

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CHAPTER 27 OF 42 · Explore applications

27. Communication

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Report block definition, formation, within-block randomisation, treatment order, missing cells, paired estimate and block-aware interval.

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CHAPTER 28 OF 42 · Explore applications

28. Final decision

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Block a few strong nuisance factors that are known before assignment. Keep the design executable and randomise every remaining choice.

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CHAPTER 29 OF 42 · Study and verify

29. What students should transfer

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Identify variation you can control, compare like with like and preserve randomness. That reasoning applies far beyond formal experiments.

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CHAPTER 30 OF 42 · Study and verify

30. A spreadsheet workflow

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Use one row per unit with block, treatment, randomisation order, response, deviation and paired contrast.

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CHAPTER 31 OF 42 · Study and verify

31. A coding workflow

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Fit treatment and block effects, verify paired arithmetic and simulate missing cells and interaction.

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CHAPTER 32 OF 42 · Study and verify

32. Applications and careers

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Engineers, teachers, agricultural researchers and laboratory scientists use blocking to prevent nuisance variation from hiding real contrasts.

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CHAPTER 33 OF 42 · Study and verify

33. A student investigation

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Test paper-airplane designs on several days, running every design once per day in random order. Compare blocked and unblocked SEs.

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CHAPTER 34 OF 42 · Study and verify

34. Common misconceptions

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Blocking is not matching after outcomes, a block effect is not the treatment effect, and pairing helps only when pairs are meaningfully correlated.

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CHAPTER 35 OF 42 · Study and verify

35. Connection to recent mathematics articles

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The crossover guide covers participant blocks across periods. The factorial guide covers blocking in multi-factor designs.

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CHAPTER 36 OF 42 · Study and verify

36. Guidance for students and parents

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Students should calculate every within-block difference before averaging. Parents can ask whether school comparisons account for teacher, class and day variation.

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CHAPTER 37 OF 42 · Study and verify

37. Practice questions

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  • Calculate four differences.
  • Reproduce the t interval.
  • Remove one cell.
  • Add interaction.
  • Compare with complete randomisation.

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CHAPTER 38 OF 42 · Study and verify

38. Frequently asked questions

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### What is a block? A homogeneous group used for local comparison.

### Must every treatment appear? In a complete block, yes.

### Is pairing blocking? Yes, with block size two.

### Can blocks be formed after outcomes? No.

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CHAPTER 39 OF 42 · Study and verify

39. A reporting checklist

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Report treatment, experimental unit, nuisance factor, block construction, randomisation, balance, missing cells, model, block interaction, effect and uncertainty.

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CHAPTER 40 OF 42 · Study and verify

40. Block what you know

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Known nuisance variation belongs in the design; unknown variation is handled through randomisation and replication.

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CHAPTER 41 OF 42 · Study and verify

41. A final block audit

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Confirm each treatment was randomised within comparable blocks and the analysis uses the same block structure that generated the data.

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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: Name treatment

Setup: Start from the article’s randomised block 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: Name nuisance factor

Setup: Start from the article’s randomised block 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: Create blocks

Setup: Start from the article’s randomised block 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: Randomise within block

Setup: Start from the article’s randomised block 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: Record outcomes

Setup: Start from the article’s randomised block 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: Calculate differences

Setup: Start from the article’s randomised block 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: Calculate mean difference

Setup: Start from the article’s randomised block 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: Calculate SD

Setup: Start from the article’s randomised block 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: Calculate SE

Setup: Start from the article’s randomised block 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: Calculate interval

Setup: Start from the article’s randomised block 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: Fit additive model

Setup: Start from the article’s randomised block 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: Test block effect

Setup: Start from the article’s randomised block 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: Add unequal block

Setup: Start from the article’s randomised block 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: Add missing cell

Setup: Start from the article’s randomised block 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: Add treatment-block interaction

Setup: Start from the article’s randomised block 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: Compare complete randomisation

Setup: Start from the article’s randomised block 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: Estimate variance reduction

Setup: Start from the article’s randomised block 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 repeated measures

Setup: Start from the article’s randomised block 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: Add batch drift

Setup: Start from the article’s randomised block 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 concealment

Setup: Start from the article’s randomised block 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: Simulate power

Setup: Start from the article’s randomised block 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: Inspect residuals

Setup: Start from the article’s randomised block 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: Audit allocation

Setup: Start from the article’s randomised block 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 randomised block 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 randomised block 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.