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Preliminary Analysis

Uptimai Preliminary Analysis allows obtaining very rapidly the sensitivity of the variance of results to input variables, with the maximal focus on reducing the number of required data samples. The sensitivity analysis shows the relevance of each parameter by itself, but the analysis also examines if interactions between multiple parameters are significant. That allows identifying negligible variables before a complete study of the problem is done, reducing the total cost of the model. The Preliminary Analysis method will call for outputs corresponding to specific combinations of input parameters, thus, it is intended to work in connection to engineering computational codes etc.

How to use the interface

The general appearance of the program window, especially its left section, is described in detail in the Input preparation link. Here the main focus is on the other part that is to a certain point individual for each of the supported methods. The initial of the GUI window when preparing inputs for the Preliminary Analysis is shown in Figure 1, as the user starts from scratch and needs to Define Input Variables.

Define Input Variables

Figure 1: Preliminary Analysis - Initial state of the Input Preprocessor window

In the beginning, only two controls are available for the user:

  • # of Monte-Carlo samples : Entry field setting the number of samples for Monte Carlo simulation, size of input distributions. It must be an integer value between 1,000 and 1,000,000.
  • Add input variable : Creating a new variable (parameter) of the input domain. Each added variable appears at the bottom of the list of already existing variables.

The Monte Carlo sampling is used for model propagation and visualizations. The default value of 100,000 is based on the best-practice trade-off between the speed of the solver and postprocessor, file sizes, and model precision.

Figure 2: Preliminary Analysis - Definition of an input variable

Adding an input variable enhances the input domain space with one dimension. There has to be at least one for the model to be created. Figure 2 describes the situation with multiple input variables already created (see this link for more info about the borehole problem). One of the displayed variables is about to be edited. The input variable can be set using the following controls:

  • Variable name : Label of the input parameter, which is being used throughout the whole process up to the postprocessing. The variable name cannot contain empty spaces, these are automatically replaced with underscores.
  • Distribution : Selection box where the user sets the shape of the probabilistic function for the input variable. According to the distribution type selected, additional entries with shape parameters appear. A detailed description of featured probability distribution types can be found in the section Input distribution types.
  • Confirm : Any changes need to be confirmed with this button to take effect.
  • "X" : Each input variable can be deleted when clicking this icon.
  • "=" : Allows input variable dragging to change the ordering of inputs in the projects.
  • "+ Advanced Options:
    • Activation Type" : Allows change between Active (by default) and Inactive. Active means that the intrinsic uncertainty of the variable will be propagated and Inactive means that only the nominal value will be used (variable won’t be studied).

Adding one or more input variables activates the Prepare distributions button. This one invokes the preparation of randomly distributed samples according to the settings. If there are invalid entries in the input variable definition, the user is informed and not allowed to continue to the next step until everything is by the book. Then, the button itself turns into Tweak distribution options, sending the user to this next step. Also, the Tweak Distribution Options item is activated in the fishbone navigation bar on the left.

Tweak Distribution Options

At this point, the user adjusts the boundaries of the input domain and the so-called nominal sample. Boundaries are recommended to be adjusted, especially for distribution shapes where the user defines parameters like mean value and standard deviation. In these cases, the edges of the domain depend on the randomization of samples within the input variable. Thus, modification is usually required to set the exact range for such inputs. For certain types of distribution shapes as uniform or discrete, edges of the domain are exactly given by the distribution shape definition and cannot be changed after.

The nominal point is a sample acting as a baseline for the created surrogate model and analysis. In the model, the results of all data samples are compared with the result value of the nominal sample. This process allows handling the effects of input parameters and their interactions separately as increments to the nominal value. It must be within the range of each input variable and not be equal to its boundaries. Although not strictly necessary, it is recommended to place the nominal sample into the statistical centre of the domain. Then, the process of the surrogate model creation is most efficient and precise. The nominal sample's default position is suggested as the mean of the probability distribution of each input variable. When changing its position, (shown in Figure 3) it is advised to not shift it by more than 10% of the range of each input. As in the case of input variable distribution definition, all changes must be saved using the Confirm button.

Figure 3: Preliminary Analysis - Tweaking input distributions
Special considerations

For the sampling of variables leading to periodic or symmetrical functions (typically, but not exclusively, angles of any kind), extra caution is required. It is highly recommended not to set their nominal value exactly to the centre of symmetry of the corresponding input distribution! A typical example can be the angular position of a crankshaft, wave phase, etc.

Clicking the Generate data button at the bottom right invokes the saving of .txt files with randomly distributed samples according to the settings and input domain info. Then, the button itself turns into a View Data Histogram, sending the user to this next step. Also, the View Data Histogram item is activated in the fishbone navigation bar on the left. For fundamental changes in any input distribution, the user can return to the previous step with the Return to Input Variables button.

View Data

In this section, all created input variables can be reviewed to check the generated distributions of Monte-Carlo samples. It is recommended to provide such type of check before an actual preliminary analysis run to prevent solver crashes and eliminate misinterpretation of results.

At the top of the screen, users can switch between two Data view options: Histograms and Scatter plot. Common for both modes is that shown figures can be saved as *.png or *.jpg files with the 💾 icon placed on the upper left of the plot. Plus, there are two more buttons under the plot. Return to Distribution Options brings users back to the previous step of Tweak Distribution Options where they can fix boundaries or the nominal sample position. The other button will Close Preprocessor since all the input files required are ready for the next step, which is Core Solver Setup.

Histograms

Histograms are the default view mode, showing the statistical distribution of randomized samples along the range of each input variable. Additional vertical lines that can be seen in the plot show the boundaries of the input variable distribution (input domain edges) and the position of the nominal sample. Also, clicking into the plot invokes the cross with a label showing the exact value of the selected point in the histogram.

Figure 4: Preliminary Analysis - Histogram plot

To the left of the actual histogram plot, there are controls of the figure to be shown. The box labelled Variables contains the list of input parameters available in the domain. Each item can be selected by mouse clicking, showing the corresponding distribution shape. The appearance of the plot can be changed using the settings in the Plot options section:

  • Plot title : Displayed above the plot, input variable name by default.

  • X label : Label of the X axis, input variable name by default.

  • Y label : Label of the Y axis. The default text contains the number of samples used for the histogram and the number of bins these are split in.

  • Title size : Size of the title font.

  • Label size : Size of the font for both axis labels.

  • Show legend : Switch turning on/off the legend of the plot.

  • Legend font size : Size of the legend font.

  • Range : Double-sided slider allowing to show a slice of the input distribution in detail. Dragging one of the slider's points limits the depicted range one can move with the section along the X-axis by dragging the green bar of the slider (both edge points are highlighted).

    All ranges in the plot can be also precisely using the icon on the right of each slider. This opens a sub-dialogue with entry fields for writing exact values of range limits. These need to be confirmed with the Set button. Setting values outside the domain's boundaries will reset range limits to the default state.

  • Adjust axes : Toggle if the X-axis range of the plot should be only the range adjusted with the slider above (on) or the full range of the input distribution (off).

  • Normalize plot : Turn on/off normalization of the histogram. Y-axis values change accordingly, Y-axis' default label changes from N to Density.

  • Log. vertical axis : Turns on/off logarithmic scaling of the Y-axis.

  • Bin count : Set the number of bins for the histogram. The recommended value is below 200200. Needs to be confirmed with the Apply button.

Figure 5: Preliminary Analysis - Histogram plot options

Scatter plot

The scatter plot shows the actual positions of randomized samples in the domain. For the setup of the plot, on the left side, there is a checkbox list of the input variables. Users can select one or two input Variables at a time. When only one input variable is selected, it is drawn on both horizontal and vertical axis. The appearance of the plot can be changed using the settings in the Plot options section.

Figure 6: Preliminary Analysis - Scatter plot
  • Plot title : Displayed above the plot, names of selected input variables by default.

  • X label : Label of the X axis, first selected input variable name by default.

  • Y label : Label of the Y axis, second selected input variable name by default or the name of the single selected input variable.

  • Title size : Size of the title font.

  • Label size : Size of the font for both axis labels.

  • Show legend : Switch turning on/off the legend of the plot.

  • Legend font size : Size of the legend font.

  • Range X : Double-sided slider allowing to show a slice of the data in detail. Dragging one of the slider's points limits the depicted range of input variable values, one can move with the section along the X-axis by dragging the green bar of the slider (both edge points are highlighted).

  • Range Y : Double-sided slider allowing to show a slice of the data in detail. Dragging one of the slider's points limits the depicted range of input variable values, one can move with the section along the Y-axis by dragging the green bar of the slider (both edge points are highlighted).

    All ranges in the plot can be also precisely using the icon on the right of each slider. This opens a sub-dialogue with entry fields for writing exact values of range limits. These need to be confirmed with the Set button. Setting values outside the domain's boundaries will reset range limits to the default state.

  • Adjust axes : Toggle if the X-axis range of the plot should be only the range adjusted with the slider above (on) or the full range of the input distribution (off).

  • Reduction coefficient : Variable that reduces the total number of samples that are plotted for an easier interpretation of results. If set to 11, the whole set of samples will be depicted.

Figure 7: Preliminary Analysis - Scatter plot options