In Lesson 4 we discussed blocking as a method for removing extraneous sources of variation. In this lesson, we consider blocking in the context of $2^k$ designs. We will then make a connection to confounding, and show a surprising application of confounding where it is beneficial rather than a liability.

In $2^k$ replicated designs where we have n replications per cell and perform a completely randomized design we randomly assign all $2^k$ times n experimental units to the $2^k$ treatment combinations. Alternatively, when we have n replicates we can use these n replicates as blocks, and assign the $2^k$ treatments to the experimental units within each of the n blocks. If we are going to replicate the experiment anyway, at almost no additional cost, you can block the experiment, doing one replicate first, then the second replicate, etc. rather than completely randomize the n times $2^k$ treatment combinations to all the runs.

There is almost always an advantage to blocking when we replicate the treatments. This is true even if we only block using time due to the order of the replicates. However, there are often many other factors that we have available as potential sources of variation that we can include as a block factor, such as batches of material, technician, day of the week, or time of day, or other environmental factors. Thus if we can afford to replicate the design then it is almost always useful to block.

To give a simple example, if we have four factors, the $2^k$ design has 16 treatment combinations, so say we plan to do just two replicates of the design. Without blocking, the ANOVA has $2^4=16$ treatments, but with n = 2 replicates, the MSE would have 16 degrees of freedom. If we included a block factor, with two levels, the ANOVA would use one of these 16 degrees of freedom for the block, leaving 15 degrees of freedom for MSE. Hence the statistical cost of blocking is really the loss of one degree of freedom for error, and the potential gain if the block explains significant variation would be to reduce the size of the MSE and thereby increase the power of the tests.

The more interesting case that we will consider next is when we have an unreplicated design. If we are only planning to do one replicate, can we still benefit from the advantage ascribed to blocking our experiment?