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Measure · Tool guide 04 of 40

Data Source

A data source is the origin of the records used to measure the process. Source assessment examines how records were created, what they represent, how they can be accessed and whether they cover the required cases and period.

Expected output: A documented source decision with field meanings, coverage and validation findings.

01 · Purpose

Why and when to use it

Use it before relying on a convenient system extract or deciding to collect fresh observations.

Who takes part?

The measurement owner works with people who understand the process and the recorded data. Statistical or measurement-system decisions should involve someone able to check the assumptions and study design.

02 · Application

How to apply it

Start with an agreed measurement purpose, explicit units and trustworthy observations. Identify missing cases and assumptions before calculating.

  1. Specify the measurement and required record fields.
  2. Identify candidate systems, logs and direct observations.
  3. Ask how each field is produced and changed.
  4. Check coverage, timing, access, traceability and missingness.
  5. Compare a sample with actual process events and document the selected source.

03 · Example

A worked measurement example

Original fictional teaching example. Small datasets illustrate the method; they are not proposed as sufficient study sizes. Supplied parameters are assumptions, not estimates from a real process.

Candidate sourceUseful informationCheck before use
Warehouse scan logScan event and order identifierDoes the final scan mean carrier handover or only packing?
Carrier manifestAccepted shipment dateCan all shipments be linked to eligible orders?
Manual observationActual physical handoverCan both shifts and peak periods be covered?

04 · Interpretation

What the result tells you

A timestamp named “dispatch” is not automatically a handover timestamp. Validate its meaning against observed events.

Completion check: A documented source decision with field meanings, coverage and validation findings.

05 · Judgement

Mistakes and limitations

Existing records may have been designed for billing rather than measurement. Access only necessary fields and follow the organisation’s retention and access arrangements.

07 · Reading

Sources and further reading

The tool list follows the accepted LeanTrainingLab overview and its reference to Six Sigma+Lean Toolset, second edition (Lunau, editor; Springer, 2013). The book chapters were not available for direct review during this build. Explanations, examples and worksheets are original teaching material. Further reading supplies professional background; local conventions are stated explicitly.