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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Methods of estimating competence as a system of fuzzy statements</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>OlenaVasylevych</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Leonid Vasylevych</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>DmitroBodnenko</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>BGKU, Borys Grinchenko Kyiv University</institution>
          ,
          <addr-line>18/2 Bulvarno-KudryavskaStr, 04053 Kyiv</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Taras Shevchenko National University of Kyiv</institution>
          ,
          <addr-line>60 Volodymyrska Street, City of Kyiv</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
      </contrib-group>
      <fpage>9</fpage>
      <lpage>17</lpage>
      <abstract>
        <p>The work is based on estimation of competence as a fuzzy event, the reliability of which is determined by the membership function; the method of competence evaluation based on fuzzy statements is proposed, which creates a system of compositional rules of fuzzy products. The final verbal assessment of competence is proposed to determine basing on the linguistic variable "Competence", defined on the set of values of membership function of competence.</p>
      </abstract>
      <kwd-group>
        <kwd>Competence</kwd>
        <kwd>fuzzy set</kwd>
        <kwd>fuzzy statements</kwd>
        <kwd>fuzzy logic</kwd>
        <kwd>linguistic variable</kwd>
        <kwd>linguistic expressions</kwd>
        <kwd>membership functions</kwd>
        <kwd>terms of linguistic variables</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>Training specialists that meet modern requirements, promotion of individuals to
positions should be based on competence approach, which must consider not only the
availability of necessary knowledge, habits and skills but also such psychological
peculiarities of subjects as their creativity, ability to work in a team and so on. The
quantitative estimation of competence necessary for making appropriate decisions is a
multicriterial problem, and therefore we need here to derive an integral estimation of
competence. Since there is no generally accepted methodology of working out this
problem, it makes the article topical.</p>
      <p>
        Published works analysis. In article [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ] the problem of assessing competence was
resolved on the basis of defining a competence as a fuzzy discrete set, the values of
which are the required competences. But this approach is less adequate to forms of
experts’ knowledge representation regarding competence, which leads to difficulties
of its application.
      </p>
      <p>
        The aim of this paper is to develop a methodology for the quantitative assessment
of competence based on fuzzy statements [
        <xref ref-type="bibr" rid="ref2 ref3">2,3</xref>
        ], which is a more adequate form of
representation of the knowledge base of experts that is necessary to create the
methodology for the quantitative assessment of competence of the subject.
2
      </p>
      <p>Main results</p>
      <p>Hereinafter the paper presents and will further use the following definitions and
their characteristics.</p>
      <p>Definition 1. Competence is a fuzzy event, characterized by the membership
function, the completion of which designates the ability of a subject to effectively perform
his duties on a certain position which is a result of his professional training and
lifelong self-learning.</p>
      <p>Definition 2. Quantitative evaluation of competence is an integral characteristic of
knowledge, skills, motivation of a subject from the totality of the abilities, defined by
the membership function k0;1, and it characterizes the degree of ability to
effectively perform the responsibilities of a certain office position.</p>
      <p>Definition 3. Verbal evaluation of competence is an integral characteristics of
knowledge, skills, motivation of a subject, which is defined by the terms of a
linguistic variable "Competence", that is set on a multitude of values of the membership
function k0;1, and it characterizes a degree of his ability to effectively perform
the duties of a certain position.</p>
      <p>Terms of this linguistic variable can be: «Incompetent person»; «Little competent
person»; «Average competent person»; «Well competent person»; «Highly competent
person».</p>
      <p>
        Definition 4. Ability is one of many components of competence, that is
characterized by a dynamic combination of a special job knowledge, habits and skills of a
subject. Obtaining the integral characteristics of competence (its membership function
k0;1 ) is offered to base on the system of compositional rules of fuzzy
production Fi, i=1, n in the form of implications [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]:
      </p>
      <p>F : IF А , THEN
i i</p>
      <p>B ;i  1, n,
i
(1)
where Ai;i=1, n - is a fuzzy statement that is a condition (antecedent); Bi, i=1, n - is a
fuzzy statement, that is a conclusion (the consequent) of fuzzy production.</p>
      <p>For example, the system of compositional rules can be the following:
- F1: «IF the subject possesses required knowledge(A11), habits and skills (A12), and
is motivated to perform his responsibilities(A13), that are related to corresponding
office positions, THEN he is competent (В1)»;</p>
      <p>- F2: «IF the subject graduated from the university with an appropriate
specialization (A21) and has good grades (A22), THEN he possesses required knowledge
(В2=A11)»;
- F3: «IF the subject knows how to use a personal computer for tackling essential
job tasks (A31), and he has an experience for relevant position not less than a year
(A32), THEN he has required skills (В3=A12)»;</p>
      <p>- F4: «IF the subject likes his profession (A41) and earns a good salary (A42), THEN
he is motivated (В4=A13)»;</p>
      <p>- F5: «IF the subject is communicative (A5), THEN he has one of the required skills
(В5=A12)»; and so on.</p>
      <p>
        In some rules the conditions and conclusions can be complex (consist of simple
fuzzy statements connected by logical operations of negation, conjunction and
disjunction). For instance, in rules F1,F2,F3,F4 the conditions are complex: they are
composed of simple conditions connected by logical conjunction (^): A1=
A11^A12^A13; A2=A21^A22; A3=A31^A32; A4=A41^A42. The conclusion can also be
complex: consist of simple conclusions often connected by logical disjunction
operations. In some compositional rules both the condition and the conclusion may be in a
form of fuzzy linguistic statements [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] (for example, statement A42, which uses the
term “good salary” of the linguistic variable (LV) "salary level"). At this, the
consequent of one fuzzy production can be the antecedent of another fuzzy production
and vice versa (for example, В3=A12); some compositional rules can have either the
same conditions, or the same conclusions.
      </p>
      <p>The system of composition rules is created by relevant experts. Such rules can
range from tens to more than a hundred.</p>
      <p>
        To find the membership functions of complex statements the following formulas
can be applied [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]:
      </p>
      <p>_
1. The membership function of negation A of the fuzzy statement А is found by
formula
</p>
      <p>A</p>
      <p> 1   A
2. The membership function of disjunction А1+А2 of fuzzy statements А1 and А2 can
be found by algebraic formula:
or the formula of maximum:
μ A1 A2   A1   A2   A1 A2
μ A1 A2  max( A1 ; A2 )
(2)
(3)
(4)
3. The membership function of conjuction А1^А2 of fuzzy statements А1 and А2 can
be found by algebraic formula:
μ</p>
      <p>A1A2
  A1 A2
(5)
or the formula of minimum:</p>
      <p>The condition of some of the compositional rules is defined by core abilities:
knowledge, capabilities and skills, which characterize the competence. The condition
of other rules is defined by position or professional abilities, and their consequences
can be core abilities.</p>
      <p>Competences have hierarchical structure (fig.1). One competence might be general
for one position, and special or professional for another, at the same time.
Understanding the hierarchical character of competences allows you to specify the
compositional rules that are necessary for defining the membership function of a
corresponding conclusion. This process is called activation of the compositional rules.</p>
      <p>In the example that is considered, for quantitative assessment of the competence it
is necessary to activate compositional rules F1, F2, F3, F4, F5. For each fuzzy
compositional rule Fi the experts define a degree of importance Fi, i=1, n . As in the system
of compositional rules it is necessary to apply important rules, so their membership
functions are usually close to one. This corresponds to the Pareto principle.</p>
      <p>For each subject of evaluation the membership function Аj of fuzzy statements of
conditions Aij is determined by analyzing resumes, interviewing, testing and setting
professional problem tasks. To find the membership functions of complex statements
of conditions Ai formulas (2-6) can be applied.</p>
      <p>The central place in competence assessment is taken by a method of conclusion:
finding the membership functions of conclusions of compositional rules Bj.</p>
      <p>
        In the direct method of drawing a conclusion, based on using a fuzzy
generalization of the rule of fuzzy modus ponens [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], the classical implication А → В is
replaced by the rule of fuzzy production «IF х is А, THEN y is В», where А and В – are
fuzzy discrete sets on universums Х and У, where Ai=xiX, Вi=yiY.
      </p>
      <p>As several conclusions of compositional rules determine the conclusion of the
compositional rule that is located on the upper hierarchical level, then competence
will be determined by the product of fuzzy binary relations, which is a fuzzy binary
relation on the Decart product of conditions and conclusions of corresponding
compositional rules.</p>
      <p>In the example that is being considered, the competence (conclusion В1) is
determined by condition А1, which in turn, is determined by conditions (abilities) B2; B3
and B4. Condition А5 determines conclusion B4=А12. The hierarchical of fuzzy
statements, that determine competence, are shown in fig.2.</p>
      <p>According to this hierarchy, first the membership functions of conditions A2, A3,
A4 and A5 are found. On the basis of them the membership functions of the
conclusions В2, В3, B4 and В5 are found. The membership functions of these conclusions
determine the membership functions of the condition A1, on the basis of which the
membership function of conclusion В1 is found.</p>
      <p>
        The membership function) Bi (y) of the fuzzy conclusion Вi is frequently found by
max- min composition [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]:
      </p>
      <p> Вi ( y)  mxaxmin( A (x); R (x; y))
where Ai(x) - the membership function of conditions; R(x;y) - the membership
function of fuzzy relation R of the Decart product of all conditions Ai=xiX, and
conclusions Вi=yiY.</p>
      <p>
        Sometimes, the max-prod composition is used [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], which gives a more pessimistic
assessment:
      </p>
      <p> Вi ( y)  mxax A (x) * R (x; y)</p>
      <p>To account for a degree of a risk, that is taken by a person, who uses competence
assessment, it is proposed to apply the derived max – min composition of the type:
μ B y  max (1- ) min μ A x; μ R x , y   max( A (x); R (x, y))
хХ x x
where [0;1] - the coefficient that characterizes the degree of a risk that is taken
when applying the competence assessment.</p>
      <p>With zero degree of the risk (λ= 0) statement (9) transforms into statement (7).
The maximum degree of the risk is λ= 1.</p>
      <p>
        In the problem considered the membership functions of importance of
compositional rules µFi act as the membership function R(x;y) of a fuzzy relation R. As
psychologists established quantitative information is verbally encoded and stored in a
human’s brain in the form of terms of linguistic variables (LV) [
        <xref ref-type="bibr" rid="ref2 ref3">2, 3</xref>
        ]. To get
competence assessment [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] in the convenient form the fuzzy statement E – “Competence”
should be defined as a linguistic variable. Let us define linguistic variable
“Competence” with a tuple  E, Ej , j  1,5;E (x) 0;1; x 0;1;  , where E – is a name of
j
LV (in this problem E– is «Competence»), whose range of values lies in the interval
[0;1]; Ej – terms of LV; Ei,(x)– the membership function of term Ej ; x=Bi. Terms of
LV “Competence” can be: E1 – very low competence; E2 – low competence; E3 –
medium competence; E4 – good competence; E5 – high competence.
      </p>
      <p>
        Using trapezoidal membership functions of terms and considering Harrington’s
scale it is possible to specify LV “Competence” as follows [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]: E1  0;0;0;1;0.2 ;
E3  0.3;0.4;0,6;0,7 ; E4  0.6;0.7;0,8;0,9 ; E5  0.8;0.9;1;1 .
      </p>
      <p>Trapezoidal membership functions of terms can be defined by experts by means of
four numbers &lt;a; b; c; d&gt;, which define each term.</p>
      <p>Thus, the main stages for evaluating the competence is shown in fig.3. In the
evaluation there should be two main stages: the stage of obtaining knowledge and the
stage of evaluation of competence.</p>
      <p>The preparatory stage of obtaining knowledge involves the implementation of
items 1; 2; 3; 4. At this stage the experts in the field, in which competence of the
subject will be evaluated, are used.</p>
      <p>At the next stage (performing item 5) in order to evaluate each subject, the
membership function of fuzzy statements of conditions, that are arguments in multicriterial
evaluation of competence, are determined by analyzing resumes, interviewing, testing
and giving problem professional tasks.</p>
      <p>Design stage of assessment of competence includes items 6;7;8. The given method
of assessment of experts’ competence, which is based on the use of fuzzy logic,
allows to overcome such problems as multicriteriality of the task to evaluate the
competence of the subject; incomplete character of necessary information for this task; the
impossibility to measure quantitatively certain partial indicators of competence. This
method is more adequate to represent the knowledge base of corresponding experts.</p>
      <p>Let us imagine we received the following assessments for a particular subject:
А21=1; А22=0,8; А31=0,9; А32=1; А41=0,6; А42=0,65; А5=0,5; А6=1.</p>
      <p>The reliability of the compositional rules, which are considered in the example,
was estimated by the experts as the following values of the membership functions:
F1=0,5; F2=0,8; F3=0,9; F4=0,9; F5=1; F6=0,85.</p>
      <p>It is needed to find the membership function Bi of conclusion Bi regarding the
competence of the subjection the basis of which a verbal evaluation of his competence
can be made.</p>
      <p>When using the formula (6) to find the membership functions of complex fuzzy
statements of conditions, we have A2=min (1;0,8)=0,8; A3=0,9; A4=0,6.
where symbol  means some pair – wise operation between the corresponding
elements vector of the raw and vector of the column.
Accordingly, A12=0,74; A13=0,78.</p>
      <p>The membership function of complex fuzzy statement of condition А1 is
A2=min (0,8;0,74;0,78)=0,74
Then the conclusion В1 is determined by the membership function</p>
      <p>В1=min (А1; F1)=min(0,74;0,95)=0,74,
that corresponds to term E4 that is high competence with the degree of confidence 1.
3 Conclusions
1. Assessment of a person’s competence is proposed as a fuzzy event, realization of
which means the ability of the subject of assessment to effectively perform
responsibilities of a certain office position that is a result of his professional training and
lifelong self-learning. Quantitative evaluation of competence is an integral
characteristic of knowledge, skills, motivation of the subject from the totality of the
abilities, defined by the membership function k[0;1], and it characterizes the degree
of person’s ability to effectively perform responsibilities of a certain office
position. Verbal evaluation of competence is an integral feature of knowledge, skills,
motivation of the subject, which is defined by the terms of a linguistic variable
"Competence», which is set on the multitude of values of the membership function,
and characterizes a degree of his ability to effectively perform the duties of the
certain office position.
2. A methodology of quantitative estimation of a person’s competency is proposed.</p>
      <p>The method of quantitative evaluation of competence is proposed on the basis of
fuzzy statements that create a system of compositional rules. The paper shows the
use of production algorithms on the basis of max-min and multiplicative
convolution of membership functions and the algorithm that account for the risk taken by a
person who uses this competence assessments. The method of assessment of
experts’ competence that is based on the application of fuzzy logic allows to
overcome such problems as multicriteriality of the task of evaluating competence of the
subject, incomplete character of necessary information for this task, impossibility
to measure quantitatively certain partial indicators of competence; and is more
adequate to represent the experts’ knowledge base.</p>
    </sec>
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