A review and comparison of control charts for ordinal samples

Abstract Qualitative, more specifically, ordinal data generating processes are common in real-world process control implementations. In this study, a survey of control charts for the sample-based monitoring of independent and identically distributed ordinal data is provided together with critical comparisons of the control statistics, for memory-less Shewhart-type and for memory-utilizing exponentially weighted moving average (EWMA) and cumulative-sum types of control charts. New results and proposals are also provided for process monitoring. Using some real-world quality scenarios from the literature, a simulation study for performance comparisons is conducted, covering sixteen different types of control chart. It is shown that demerit-type charts used in combination with EWMA smoothing generally perform better than the other charts, which may rely on quite sophisticated derivations. A real-world data example for monitoring flashes in electric toothbrush manufacturing is discussed to illustrate the application and interpretation of the control charts in the study.