GOLDEN BATCH Β· HELP GUIDE

Your Golden Batch workflow, made simple.

Follow the arrows. Build your reference first, then compare or simulate.

01

End-to-End Workflow

Choose your starting point, then follow the same steps.

NEW DATA

Upload Dataset

Start New β†’ choose CSV or Excel β†’ Upload Dataset.

SAVED DATA

Set Active

Continue Existing β†’ choose a dataset β†’ Set Active.

1 Β· UPLOAD / SELECT

Review your data

Check the active file. Edit if needed, then choose Save and Continue.

2 Β· IDENTIFY + DEFINE

Choose your quality variable (Y)

Select Target variable (Y) β†’ Visualize Batch-wise.

WITH AN IDEAL BATCH

Compare with your ideal

Upload Ideal Batch β†’ View Similarity Matrix β†’ select suitable dataset batches.

WITHOUT AN IDEAL BATCH

Select golden candidates

Choose batches on the plot, manually, or using a final-Y range.

Preview β†’ refine β†’ lock

Preview Selected β†’ X-Variable Check β†’ add or remove batches β†’ Locked Batches.

3 Β· STATISTICS

Review your golden reference

Check trends, golden means, Y similarity and feature importance. Export golden batch data or the PDF report.

Selections stay connected: removing batches or using Clear Plot Selection in Identify + Define updates Statistics too.

YOUR NEXT DISCOVERY STARTS HERE
COMPARE

Find deviations

Choose a batch or upload a matching CSV β†’ review charts and deviation levels β†’ download the PDF.

Back to Statistics returns to your reference.
SIMULATOR

Test a process change

Select a trained PCA model β†’ Load Scenario β†’ Add range β†’ Simulate.

Train Model if needed. Back to Compare returns to the comparison.
FERMENT IQ

Export the golden curve

Download Golden Envelope β†’ use its mean, minimum and maximum curves in your Ferment IQ project.

CSV curves use 0–100% batch time.
02

2) Advanced Envelope Explorer: What To Select, When, and Why

Use this selection flow across Statistics, Compare and Simulator.

FIRST Β· QUALITY

Select Y

Your measured quality outcome. Set it in Identify + Define to assess batch quality.

NEXT Β· PROCESS

Review relevant X

Check process measurements in Statistics. Use feature importance to prioritize related variables.

THEN Β· INVESTIGATE

Compare or simulate

Locate deviations in Compare. Test a selected X change over a time range in Simulator.

COMPARE BAND

Golden mean + 5th–95th percentile band. Outside points indicate deviation. Check the level, percentage and worst time together.

FERMENT IQ CURVE

Mean + minimum–maximum bounds. The exported envelope uses these bounds on normalized 0–100% batch time.

Within RangeNo points outside the band.
Minor DeviationMaximum ratio ≀ half the threshold.
Moderate DeviationAbove half, up to the threshold.
Major DeviationMaximum ratio above the threshold.

For outside points, Threshold Ratio controls the level classification. Check Status for insufficient data.

Useful details before you continue
  • Use numeric measurements as X, not batch IDs or row indexes. Feature importance shows association, not proof of cause.
  • Statistics’ similarity table uses your target Y. Its dedicated Golden Batch Envelope plot requires the Penicillin concentration(P:g/L) column.
  • Final-Y range selection requires at least 30 records per batch. A comparison CSV must match the active dataset’s columns and their order.
  • Maximum Absolute Ratio measures distance outside the band relative to its width. Changing the threshold does not change the outside-point count.
  • Simulator uses the reference saved with its PCA model. Retrain when the model needs to reflect a changed dataset or golden selection.
03

3) Quick SOP (Recommended)

Use this short checklist for every analysis.

  1. Activate & review β€” choose the correct dataset and save any edits.

  2. Select Y & batches β€” visualize quality and choose golden candidates.

  3. Preview & lock β€” check Y and X curves, refine, then click Locked Batches.

  4. Review & export β€” validate Statistics and download data, the report or the Ferment IQ envelope.

  5. Compare β€” check deviations and export the PDF.

  6. Simulate if needed β€” load a model, edit a range, simulate and review the changed curves.

Changing batches in Statistics? Click Update Golden Batch to apply your edits before continuing.