G. Andy Chang
Youngstown State University
G. Jay Kerns
Youngstown State University
D. J. Lee
Brigham Young University
Gary L. Stanek
Youngstown State University
Journal of Statistics Education Volume 17, Number 2 (2009), www.amstat.org/publications/jse/v17n2/datasets.chang.html
Copyright © 2009 by G. Andy Chang, G. Jay Kerns, D. J. Lee, and Gary L. Stanek all rights reserved. This text may be freely shared among individuals, but it may not be republished in any medium without express written consent from the authors and advance notification of the editor.
Key Words: Calibration; Linear regression; Inverse regression.
Calibration is a technique that is commonly used in science and engineering research that requires calibrating measurement tools for obtaining more accurate measurements. It is an important technique in various industries. In many situations, calibration is an application of linear regression, and is a good topic to be included when explaining and learning the concepts of linear regression. However, calibration is not often mentioned in the introductory statistics textbooks or in the introductory statistics classrooms. The goal of this paper is to share with instructors an example with real data for simple linear regression and its application in calibration. It can be used as a lecture example, a class project, or a lab activity.
Correlation between quantitative variables and simple linear regression are topics that are covered in most high school and collegelevel introductory statistics courses. The standard lecture usually introduces Pearson’s correlation coefficient and discusses least square estimation for the parameters in a linear regression equation, and then studies the relationship using this regression equation. Data provided in this paper can be used for demonstrating all the concepts mentioned above. However, the main focus of the use of this data set is on calibration.
Calibration is a procedure that is used for adjusting readings or output from a measurement tool to agree with an applied standard and for achieving better accuracy in the measurement process. It can also be used to convert measurement data obtained from a different format or scale to achieve a measurement result. Statistical calibration usually involves an inverse estimation and it is sometimes called inverse regression. The data story in this article is a good example of calibration. The two common approaches to calibration using regression are the classical and inverse methods. The classical estimation method was first investigated by Eisenhart (1939). Krutchkoff (1967) derived the inverse estimation method which caused considerable controversy at the time. Many studies (Berkson, 1969; Krutchkoff, 1971; Shukla, 1972; Osborne, 1991; Brown, 1993) have been done to describe the properties of inverse regression for estimation, and to examine the advantages and disadvantages of these two approaches. The ideas behind these two methods will be explained and discussed in this paper. Since this paper emphasizes common practice with the objective of introducing a simple example for an introductory class, the Bayesian, nonparametric, and bootstrapping approaches to calibration will not be discussed.
Most introductory statistics textbooks do not specifically cover inverse regression or calibration. Some textbooks (Peck and Devore, 2008; Brase and Brase, 2009; and DeVeaux, Velleman, and Bock, 2006) warn readers against estimations of the independent variable, x, using the regression line established from regressing the dependent variable, y, on x. However, the main objective in calibration problems is in estimating the value of the independent variable corresponding to a measured value of the dependent variable as described in this data story. In this special situation the inverting of the regression line to find the estimates for x is necessary and allowed. Although there are confidence interval estimation formulas for calibration problems (Ott and Longnecker, 2001), in many applications, people do calibration only for point estimation without involving confidence intervals, such as the story in this article. In this way, calibration can be considered as an application of simple linear regression. Calibration is a useful technique, an interesting application of simple linear regression, and many students use it in their college science and engineering courses.
The data set in this article is from a calibration experiment related to an oyster volume estimation (OVE) system. Instructors may use it for lecture material or a class activity for teaching or learning basic techniques in simple linear regression, such as Pearson’s correlation coefficient, least squares regression, and estimation.
The data set in this paper came from a real situation in the food industry. It was from the joint work by two of the authors of this article in a project for designing a fast and inexpensive computer vision oyster volume estimation system using 3dimensional (3D) information. Volume measurement or estimation is an important process in the food industry, since the price of the product is often determined by the size of the product. For instance, the price of oyster meat is determined by its size. Large oyster meat can sell for a higher price than regular or small sizes. Before computer vision sorting systems were available for oyster sorting, human vision was the main measurement tool used for oyster sorting. But manual sorting is prone to errors which result in both profit loss and customer complaints. Parr et al. (1994) implemented the idea of using a 2dimensional (2D) digital image of the oyster through a machine vision system to estimate its size. The system takes the digital image of oyster meat that is put on a conveyor belt from a camera directly above the meat looking down. The system binarizes the image taken from the digital camera so that the pixels (i.e., picture elements) of the oyster meat are set to 1 and the pixels of the background are set to 0. Sample digital images before and after binarization are shown in Figure 1. The 2D area of the oyster meat can then be measured by counting the number of pixels that have the value 1. This 2D area measurement of oyster meat in pixels is then correlated with the actual volume of the oyster meat to find an equation for estimating the oyster meat volume. This is the calibration process.
Using several laser light beams with a digital camera and a triangulation technique (see the Appendix), a low cost system can be designed to obtain the thickness information of oysters. Combining the 2D data with the thickness information, the volume of oyster meat can be estimated in terms of number of 3D pixels. Similar to the 2D system, the volume estimate in pixels from the 3D system can be correlated with the actual volume of the oyster meat. The volume estimation can be established using a regression equation relating these two variables.
Instructors who would like to assign a simple project to students can use the 2D data, and the 3D data can be used for longer projects or to explore or explain the use of statistics from regression for comparative study.
The actual volume measurements of oyster meat in this study were carefully taken by lab technicians, and the computer vision OVE system was well designed. As a result, the data produced from this study were remarkably well behaved, with no extreme values. This study consequently serves as a good example or project for use in an introductory statistics course, because instructors do not need to worry about outliers, a poor fit, or many of the other issues typically encountered with realworld data. Of course, the issue of outliers in regression modeling is important but it is not the main concern of this paper.
In this study, thirty oysters of various sizes, weighing from 5 grams to 18 grams, were selected. Oysters were placed in random orientations on the platform of the imaging system. The image information for each oyster was taken simultaneously by utilizing both 2D and 3D settings described above to obtain volume information (in number of pixels) calculated by the computer vision volume estimation system. After system calibration, each system produced an estimation formula for estimating the volume of oyster meats. One can use these formulas to evaluate and compare the performance of the two systems.
The experiment, including designing and setting up the system and taking measurements of the oyster meat, was done at an agriculture computer vision technology laboratory. The data collected were the weight of the oyster meat in grams (g), and the volume of the oyster meat in cubic centimeters (cc) which was measured by an agriculture product measurement specialist using the displacement of water adjusted by a temperature adjustment factor. We recorded the number of pixels for observed oyster meat from the 2D system and the number of pixels for observed oyster meat from the 3D system. And, for this pedagogical article, we rounded the actual weight and volume measurements to two decimal places.
Please note that while the oyster meat weights are included in the data set associated with this article, they do not play a substantive role in the discussion that follows. We have included them because they were an important part of the original data collection, and are strongly correlated with the oyster meat volumes. An instructor may wish to use them for an alternate model of the volume, or perhaps even to discuss multicollinearity concepts in multiple regression. Ultimately, it is hoped that the additional information will give more options to the designer of classroom activities.
Using this data set, students can learn and practice all of the basic elements in simple linear regression such as making a scatter plot, Pearson’s correlation, testing of zero correlation, the coefficient of determination, building regression equations and estimation. Evaluation of the aptness of a regression model as suggested by Matson and Huguenard (2007) can be performed with this data set. In actual applications, the main objective for these data is to establish a calibration equation. One simple assignment idea is to use either the 2D or 3D data to fit a regression line and build a model for calibration and estimation. Of course, the data can be used to develop assignments with different objectives.
In the following sections, the difference between the classical and inverse approaches to calibration will be discussed. A subset of 20 randomly selected observations from the complete set of 30 cases is utilized for demonstrating the use of the data. Instructors may use this as an example to show the class and use the full data set for assignments or inclass activities. The statistics and graphs in this paper were generated using the R Commander, developed by Fox (2005), which is a graphical user interface to R – the open source statistical environment. It can be downloaded for free from the R Project web site. It is the software that we use in our introductory probability and statistics course for science, engineering, and mathematics majors.
The instructor may set up an exercise for comparing the data obtained from the 2D and 3D systems to see which system performed better using various statistics generated from the respective regression analyses. For an inclass activity, the instructor may also divide the class into two groups of students, one group to analyze the 2D data and the other to analyze the 3D data. Students can then make comparisons after finishing their parts of the exercise. A sample for class assignments is in Section 5.
The calibration problem in statistics may be simply described as doing linear regression in reverse. The idea is that a researcher is confronted with an independent variable of interest which is difficult or expensive to measure. Luckily, however, (s)he also has a second variable, which depends on the first, but which is relatively easy or inexpensive to measure. Given a suitable (linear) model relating the two, the goal is to use inexpensive future values of the dependent variable to estimate the corresponding values of the independent variable. Even though it may seem backward, such an approach can generate substantial savings of time and money in applications.
There are two popular methods for attacking the calibration problem: the classical method and the inverse method. The difference between them concerns the respective roles that the two variables play when fitting the regression model. We will discuss both methods in detail below, since they can sometimes be counterintuitive to both students and instructors unfamiliar with the topic.
In this study, the independent variable is the actual volume of oyster meat and the dependent variable is the area in pixels (for 2D) or volume in pixels (for 3D) reported from the computer vision volume estimation system. We have identified the pixel count to be the dependent variable because its value depends on the actual volume of the oyster meat, the independent variable. The pixel count reported by the 2D or 3D volume estimation system is used with the calibration equation to estimate the actual volume of the oyster meat. Visual inspection (with a scatter plot) is usually a preliminary step to fitting a straight line model since in some situations the relationship between the two variables may be nonlinear. Figure 2 shows a clear linear relation from the data given by the 2D system, which indicates that a simple linear regression model might be appropriate for the data (which may be found in an ASCII data file containing a subsample of 20 oysters: 20oysters.dat.txt). Given the care with which the data were collected, the assumption of independent and identically distributed (i.i.d.) errors seems plausible (and subsequent residual plots and diagnostic tests confirm this). We can then compute the Pearson correlation coefficient, find the equation of the straight line that best fits the data, and compute the coefficient of determination, R^{2}.
In the classical method for calibration, the idea is to preserve the dependent and independent roles of the variables, and to fit a standard linear regression line to the observed data. Once the regression equation has been determined, it is inverted to solve for the independent variable and estimates are obtained by substitution into the resulting calibration equation.
Let x_{i} be the actual volume of the oyster meat measured and y_{i} be the pixel count from the 2D system for the observed oyster. The classical simple linear regression model assumes a model of the form
y_{i} = a + b ∙ x_{i} + e_{i} , (1)
where the e_{i}’s are independent and identically normally distributed random variables with mean zero and common standard deviation s. Given a set of data points, the leastsquares estimates for the parameters in the model are denoted respectively and . Therefore, the leastsquares equation can be written as . The calibration equation for the estimation of the volume of oyster meat (x) using pixel count (y) can then be obtained by solving the leastsquare equation for x,
. (2)
A confidence interval for the estimate can be computed at a specified confidence level through inverse estimation. However, in the actual oyster sorting process, the decision is generally made based on the predicted value from equation (2), and a confidence interval is not utilized. The output from using the statistical package R for simple linear regression with the actual oyster meat volume as the independent variable is presented in Figure 3. The parameter estimates are = 5863 and = 3125. The calibration equation is = (y – 5863)/3125. So, if the 2D system reported an oyster size in pixels of 47907—the pixel count for case number 1 in the data which has an actual volume of 13.04 cc—then the estimated oyster size would be (47907  5863)/3125 = 13.45 cc. It follows that the error ("actual" minus "estimated") would be 13.04 – 13.45 = –0.41.
A common problem for students while trying to use the classical method for calibration is the determination of the dependent and independent variables. Some students will choose the actual volume measured as the dependent variable, y in equation (1), arguing that, intuitively, it is the variable to be estimated later. Are they wrong for doing this? In fact, their intuitive approach is called the inverse method for calibration.
The inverse method is also a commonly used approach in industry for system calibration. This approach is straightforward and simple in practice. Since the actual volume is the variable to be estimated, it is tempting to suppose that the actual volume of the oyster meat, x_{i}, is the dependent variable in the model. In that case, the estimation of the volume of oyster meat could then be done by considering the regression of the oyster meat volume x_{i} on y_{i}, the observed pixel count of the oyster meat, and the regression model would have the form
x_{i} = a^{*} + b^{*} ∙ y_{i} + e_{i}^{*} , (3)
where e_{i}^{*}’s are random and normally distributed random variables with mean 0 and common standard deviation s^{*}. Continuing, the calibration equation would be written as , where and are the least square estimates for a^{*} and b^{*}. In the R output below for the inverse method, the estimates are = 0.1596 and = 0.0002697. The calibration equation would be = 0.1596 + 0.0002697 ∙ y. For an oyster size in pixels of 47907, (recall that this is the pixel count for case number 1 which has an actual volume of 13.04 cc), the estimated oyster size would be 0.1596 + 0.0002697 ∙ (47907) = 13.08 cc. The error (actual minus estimated) would then be 13.04 – 13.08 = –0.04. Please note that, for the inverse method, what we have called the "error" for case number 1 is simply its residual from the inverse regression line. The same is not true for the classical method. Table 1 contains the errors of estimation for both of the methods.
Among the classical and inverse methods, which one should be used for this data set? Many research studies have been done to better understand the properties of these two methods. Osborne (1991) did a thorough review on methods of statistical calibration and examined the pros and cons of the classical and inverse methods and other methods. Standard statistical textbooks (Ott and Longnecker, 2001; Draper and Smith, 1998; Graybill, 1976) usually focus on the classical method. Many statisticians prefer the classical method for its consistencyin the sense of convergence in probability of the estimator to the true value of the parameter as the sample size increases without boundand distributional properties. Brown (1993) and Osborne (1991) mentioned that if the values of the independent variable are a random sample from a population, which is usually referred to as natural or random calibration, then the better way for the inverse estimation is to use inverse method. But, if the independent variable values are controlled at fixed levels by design in the training experiments, which is sometimes called controlled calibration, then the classical method has been believed to be better, at least since Eisenhart (1939). Controlled calibration is a popular technique in calibration experiments.
For the calibration experiment in this paper, the observations were made somewhat randomly but were controlled in such a way that they have good spread through a range of oyster sizes. We chose the classical method in the original research project for calibrating the systems. We could have chosen the inverse method; the point estimates would not have differed substantially. There would, however, have been more marked differences in the confidence intervals, but confidence interval estimation was not needed in the original experiment.
From the Classical and Inverse discussions above, the pixel count of 47907 from the 2D system for the first oyster meat volume listed in the data set has an actual volume of 13.04 cc and has an estimated volume of 13.45 cc (with an error of −0.41 cc) for the classical method and 13.08 cc (with an error of −0.04 cc) for the inverse method. But, these results were only from one case in the data set and should not be used to conclude that the inverse method is better.
In the search for a valid manner to compare the performance of the classical and inverse methods, we might first consider studying the error (actual volume minus estimated volume) variability from each of the two methods. The inverse method simply calculates the leastsquares line where oyster volume is the response variable and the 2D pixel count is the explanatory variable. Thus the resulting sum of squares of the errors is as small as possible, by definition of the leastsquares line. The classical method fits a different straight line to the same data; the sum of squares of its errors is by definition going to be larger. It is therefore not possible to compare the variances of the errors from the 20 oysters used to fit the models.
However, comparing the error variability of the two methods on the remaining 10 pieces of oyster offers insight into the performance of the methods. To see whether the difference in variances is statistically significant, we may employ resampling methods (note that the standard F test for comparing sample variances assumes independent samples, which is clearly not satisfied here). A 95% bootstrap percentile interval (see DiCiccio and Efron, 1996) for the ratio of variances is (0.521, 2.600) with 1000 replicates. Since the interval does cover one (1), we see that, for the size 10 subsample in the 2D case, there is no significant difference in the variances for the two methods.
Oyster ID 
Error = Actual  Estimated 

Classical_method 
Inverse_method 

6 
2.08 
2.47 
13 
0.72 
0.93 
15 
0.92 
1.27 
16 
0.13 
0.10 
17 
3.69 
2.44 
19 
0.22 
0.66 
22 
0.54 
0.03 
25 
0.57 
0.99 
26 
1.18 
0.95 
30 
0.80 
0.16 
Mean 
0.19 
0.07 
Variance 
2.41 
1.87 
In the R output for the model estimations in Figures 3 and 4, the estimates of the intercept of the regression line for both classical and inverse methods are not significantly different from zero, at 10% level of significance. An inevitable question is whether a model without an intercept is appropriate for these data. It is tempting to assert that if an oyster’s meat volume were zero then the oyster meat must not exist; therefore, the pixel count data from the volume estimation system would necessarily be zero as well and regression through the origin is appropriate. However, we must be careful. On one hand, the smallest oyster meat in the dataset has volume more than 5 cc, meaning that no data were collected near a volume of 0. Consequently, we have no evidence to support that the linearity assumption holds outside the range of the observed data. Extrapolation to small or large volumes is a dangerous practice, and should not be taken lightly. On the other hand, physical principles suggest that physical volume is linearly related to the pixel count reported from the computer vision OVE system.
Figure 5 has the R output for the classical method with regression through the origin using the sample of 20 oysters studied earlier. This model has a much higher R^{2} value (0.99) and the inverse estimation equation is = y/3625.20. For an oyster that has a pixel count of 47907 from a 2D OVE system using the classical method, the estimated volume would be 47907/3625.2 = 13.22 (cc). The error would be 13.04 − 13.22 = −0.18.
Scatter plots can help us understand whether straight lines are appropriate for both 2D and 3D methods. Two scatter plots for graphing pixel count versus actual volume of the oyster meat are shown in Figure 6. The graphs suggest a strong linear relationship for both cases, and the 3D data seem to have smaller variability. Of course, one should be careful to read the scales used in the graphs before attempting to judge the performance of the two methods in terms of variability. The scatter plot is not the best method to visualize the precision of the two methods.
There are other items that can be used in the decision making process, such as the Pearson correlation coefficient, R, the coefficient of determination, R^{2}, and plot of errors or standardized errors calculated from using the estimation equations. When students were asked to select a statistic for this comparison in class, most of them chose R^{2}. One should be careful in interpreting R^{2}. It is not necessarily the best statistic for explaining how well a regression equation fits the data. Its value is affected by the spread of the data and, therefore, one should also refer to a scatter plot to help in making a judgment. However, in most of the calibration experiments, the observations are controlled so that the data are usually evenly spread and R^{2} becomes more meaningful to be used for comparison. If the classical method is used for comparison in the 20 case data set, the R^{2} for the 3D system (0.9518) is higher than the R^{2} for the 2D system (0.8428).
Examining the estimation errors is important for comparing the two systems. For the 3D data, the regression equation using the classical method is = −9887 + 395518 x; see the parameter estimates in Figure 7. The inverted estimation equation is = (y + 9887)/395518. The 3D pixel count for case number 1 is 5136699. The estimated volume for this oyster using its 3D pixel count would be (5136699 + 9887)/395518 = 13.01 (cc). The error is 13.04 – 13.01 = 0.03. The errors can be computed for all the data collected for the 2D and 3D systems.
Using the classical method, for the 3D system, the sample variance of errors (not shown, but computed in the same way as displayed in Table 2) is 0.3797 which is decidedly less than the sample variance of the errors from the 2D system (1.40). The smaller error sample variance indicates that the 3D system may provide better precision, and as before, we may use resampling to obtain a confidence interval for the ratio of variances. A 95% bootstrap percentile confidence interval for the ratio turns out to be (1.97, 6.75), with 1000 replicates. As the interval does not cover 1, the difference in variances of the two methods is statistically significant. Both sets of errors from the 2D and 3D systems passed ShapiroWilk normality tests with pvalues of 0.880 and 0.266, respectively. In summary, there is significant evidence that the 3D system performed better than the 2D system in terms of errors using the classical method.
Note the distinction between the comparison made here and the comparison in the subsection "Further Investigation of Classical versus Inverse Calibration Methods" of Section 3. Before, we were comparing two lines, the leastsquare line and one derived from it, and we used the remaining 10 data points for reasons described previously. But in this section, the comparison is between two OVE systems both using the classical method. Therefore, the 20 pieces oyster data used for establishing the calibration models may be utilized for variance comparison.
An error plot is useful for visually comparing the precision between the two systems, and it is more effective than the scatter plots showed earlier. In Figure 8, the errors from the 3D system fall within 1 cc of zero, whereas the errors from the 2D system extend past 2 cc. These graphs indicate that the 3D system has a narrower spread of errors.
A common mistake that students have made, when no guidance was given, was the use of the coefficient of variation (CV) to compare the two systems. Because the pixel counts from the two systems are substantially different in scale (5digit numbers for 2D and 7digit numbers for 3D), students often have thought that they could just use the CV as a relative measure of system spread. Indeed the CV may be helpful if only one oyster were repeatedly measured. However, since oysters of multiple sizes were used in this experiment, the CV is not a proper statistic for system comparison.
The main objective for designing the OVE system was to properly classify the oysters for packaging. The percentage of correct classification (also called the hit ratio) is a popular statistic for comparing classification methods. In this project, the OVE system was designed to be integrated with an automatic sorting machine. The 2D and 3D systems can be considered as two different classification techniques for classifying oysters. If one uses an oyster grading scale such as that listed in Table 2, after an oyster's size in cc is determined by the OVE system, the sorting machine will place it into one of the three bins: large, medium, or small, according to its size. For instance, an oyster larger than 13 cc would be classified as a large oyster. A good sorting system should have a high rate of correct classification (that is, a high hit ratio).
Please see Table 3 for a hit ratio comparison of the 2D and 3D systems, using the classical method. The rows of the table list the ID, the actual volume, and the estimated volume for each observation in the subsample of 20 oysters. The "*" in front of an estimate in Table 3 indicates a misclassification. In the bottom row we see that the 2D system had a hit ratio of 80%, while the 3D system had a hit ratio of 75%.
One may ask, "how could the 2D system have a higher hit ratio if it has lower precision (larger error variance)?" One possible reason is that a small sample increases the sampling variability which decreases the accuracy of the model. Another possible reason relates to the general recommendation that the observed data values for calibration should be spread evenly throughout the range of the data to achieve a better result. In the full data set for this study, there are 10 oysters from each of the three grading scale ranges. When a random sample of 20 is selected, there is potential for the size distribution to become uneven, which increases the probability of an unexpected result like this in hit ratios. Note that there are three oysters (oysters 5, 7, and 24, in Table 3) that are classified correctly by the 2D method and incorrectly by the 3D method. The 3D estimates for two of these oysters (5 and 7) are actually closer to the correct value than the 2D estimates. Thus the higher hit ratio for the 2D method is likely just a fluke, arising because some of the volumes are close to the boundary between categories.
To drive this last point home, the reader is encouraged to try the above procedures with the full data set which constitutes a slightly larger sample and see what happens. A larger sample would reduce the sampling variation and provide better estimates from both systems. We would expect the 3D system to have a higher hit ratio if the same number of oysters from each oyster grade were used. It would be interesting to examine the hit ratios from using different samples of size 20, randomly selected from the full data set, for understanding the sampling variability of the hit ratio statistic. This example of using a subsample of 20 oysters highlights the possible problems in using the hit ratio in a comparative study.
Oyster ID 
Oyster Actual Volume 
2D System 
3D System 
1 
13.04 
13.45 
13.01 
2 
11.71 
11.39 
12.15 
3 
17.42 
17.61 
16.34 
4 
7.23 
7.71 
7.35 
5 
10.03 
11.44 
*9.31 
7 
9.94 
9.23 
*10.11 
8 
7.53 
6.84 
6.80 
9 
12.73 
*14.99 
*13.88 
10 
12.66 
11.40 
12.71 
11 
10.53 
*8.11 
*9.99 
12 
10.84 
11.52 
10.27 
14 
8.48 
9.43 
8.94 
18 
15.44 
14.42 
15.96 
20 
8.26 
9.26 
8.75 
21 
10.95 
10.01 
11.93 
23 
7.34 
5.99 
7.02 
24 
13.21 
13.51 
*12.53 
27 
11.22 
*9.97 
11.55 
28 
9.25 
*10.71 
8.75 
29 
13.75 
14.56 
14.21 
Hit Ratio 
 
80% 
75% 
* Not in the same class with the observed oyster. 
The following is a sample project assignment that can be used in a statistics class right after covering the leastsquare estimates in simple linear regression. The "and/or" in the assignment description is for making the document more flexible to use for different formats that instructors would like to follow based on their teaching preferences or time constraints.
Two computer vision metrology systems were developed by engineers. One system uses a 3D estimation method and the other system uses a 2D estimation method. The data were recorded in the following ASCII file: 30oysters.dat.txt
In the data file, the first column is the oyster ID, the 2^{nd} column is the weight of the oyster meat in grams (g), the 3^{rd} column is actual volume of the oyster meat in cubic centimeters (cc), the 4^{th} column is the number of pixels recorded for the observed oyster using the 3D method, and the 5^{th} column is the number of pixels recorded for the observed oyster using the 2D method. Before the system can be used for sorting oysters, a calibration process needs to be performed to obtain a formula for using the pixel data from the vision system to estimate the volume of the oyster meat.
The goal of this project is to use the linear regression technique to model the relationship between the actual oyster meat volume and the number of pixels recorded from the 2D (and/or 3D) imaging system, and to build a model for oyster volume estimation (OVE) and oyster sorting.
Calibration is an important and practical application of simple linear regression, but is rarely seen in standard introductory statistics textbooks. Yet it is a simple technique and is quite useful in many science and engineering applications.
In this paper, a subset of 20 oysters (taken from a data set of 30) was used to show how to establish calibration equations and to illustrate some of the possible analyses that can be done for understanding the performance of 2D and 3D OVE systems. The data file also contains the actual weights of the oysters for additional explorations. Instructors can use the full data set, a subset, or even several subsamples for lecture or assignment purposes. When using the classical method for the full data set, the hit ratio from the 3D system turns out to be higher than the hit ratio from the 2D system. But as we have seen in this article, when using a subsample, the hit ratio from the 3D system is not always higher than the hit ratio from the 2D system perhaps due to a smaller sample size or possibly an uneven distribution in oyster sizes.
We strongly advocate giving a calibration exercise as one of the assignments for simple linear regression or using it as an example in a regular lecture. If possible, instructors could also discuss issues related to the design of calibration experiments and suggest further improvements for the study.
The file 30oysters.dat.txt is a text file containing the raw data, and the file 20oysters.dat.txt is the subsample used for explaining several analysis techniques in the article. The file 30oysters.txt is a documentation file containing a brief description of the dataset.
Using a digital camera and a multiline laser (Figure A1), the oyster thickness information can be obtained using a triangulation technique. To implement the triangulation technique, a laser light beam is set to aim at an oyster with a particular angle q. When there is no object on the table, the light beam points at the location o which is directly underneath the camera positioned as shown in Figure A2. When an object is placed on the table, the horizontal displacement d of the point o from its original location is recorded by the digital camera, and the thickness measure h can be calculated using trigonometry.
In the actual process, thickness information from various locations of the object can be collected in real time using the triangulation method with system settings as in Figure A1. By combining the thickness information with the 2D data acquired in real time, the 3D volume estimation of the object in pixels can be obtained using mathematical interpolation or estimation techniques. The data provided in this article were generated from such a system.
The authors would like to acknowledge the detailed and insightful comments made by the editor and reviewers which substantially improved this article.
Berkson, J. (1969). "Estimation of a linear function for a calibration line: consideration of a recent proposal," Technometrics, 11, 649660.
Brase, C. H. and Brase, C. P. (2009), Understandable Statistics, 9^{th} edition, Houghton Mifflin.
Brown, P. J. (1993), Measurement, Regression and Calibration, Clarendon Press, Oxford.
De Veaux, R., Velleman, P., and Bock, D. (2006), Intro Stats, 2^{nd} edition, Pearson.
DiCiccio, T. J., and Efron, B. (1996) "Bootstrap Confidence Intervals," Statistical Science, 11(3), 189228.
Draper, N. R., and Smith, H. (1998), Applied Regression Analysis, Wiley.
Eisenhart, C. (1939) "The Interpretation of Certain Regression Methods and Their Use in Biological and Industrial Research," The Annals of Mathematical Statistics, 10, 162186.
Fox, J. (2005) "The R Commander: A BasicStatistics Graphical User Interface for R," Journal of Statistical Software, 11(9).
Graybill, F. (1976), Theory and Application of the Linear Model, Duxbury.
Krutchkoff, R. G. (1967), "Classical and Inverse Regression Methods of Calibration," Technometrics, 9, 42540.
Krutchkoff, R. G. (1971), "The Calibration Problems and Closeness," Journal of Statistical Computation and Simulation. 1, 795.
Matson, J., and Huguenard, B. (2007), "Evaluating Aptness of a Regression Model," Journal of Statistics Education, 15(2). http://www.amstat.org/publications/jse/v15n2/datasets.matson.html.
Osborne, C. (1991), "Statistical Calibration: A Review," International Statistical Review, 59(3), 309336.
Ott, L., and Longnecker, M. (2001), Introduction to Statistical Methods and Data Analysis, Duxbury.
Parr, M., Byler, R., Diehl, K., and Hackney, C. (1994), "Machine Vision Based Oyster Meat Grading and Sorting Machine," Journal of Aquatic Food Product Technology. 3(4), 524.
Peck, R. and Devore, J. (2008), Statistics: The Exploration and Analysis of Data, 6^{th} edition, Duxbury.
Shukla, G. K. (1972), "On the Problem of Calibration," Technometrics, 14(3), 547553.
G. Andy Chang
Department of Mathematics and Statistics
Youngstown State University
One University Plaza
Youngstown, OH 44555
gchang@ysu.edu
G. Jay Kerns
Department of Mathematics and Statistics
Youngstown State University
One University Plaza
Youngstown, OH 44555
gkerns@ysu.edu
D. J. Lee
Department of Electrical and Computer Engineering
Brigham Young University, 459 CB
Provo, Utah 84602
djlee@ee.byu.edu
Gary L. Stanek
Department of Mathematics and Statistics
Youngstown State University
One University Plaza
Youngstown, OH 44555
stanek@math.ysu.edu
Volume 17 (2009)  Archive  Index  Data Archive  Resources  Editorial Board  Guidelines for Authors  Guidelines for Data Contributors  Home Page  Contact JSE  ASA Publications