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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Expert system for assessing the labor professions complexity</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>ritskyi</string-name>
          <email>zaritskyi@nau.edu</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>tro P</string-name>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>National aviation university</institution>
          ,
          <addr-line>avenue Kosmonavta Komarova, 1, Kyiv, 03680</addr-line>
          ,
          <country country="UA">Ukraine</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The problem of building a model of professional activity (working specialties) is an urgent scientific task due to the need for a clear formalization of tariff assessment levels, built on indicators of work complexity. The article deals with topical issues of formalizing the factors characterizing the complexity of the work, the task of developing an expert system designed to automate the calculation of estimates due to the weak formalization of the developed factors of the work model. Also motivational indicator of work formalized.</p>
      </abstract>
      <kwd-group>
        <kwd>work complexity</kwd>
        <kwd>expert system</kwd>
        <kwd>motivational indicator of work</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>Labor (professional activity) - conscious deliberate activities of people, aimed at
changing the subject of labor with the tools of work in certain organizational forms
work. The main content and components of labor are work performed by the
employee. Work - certain tasks and duties that are performed, are been performing or
should be performed by one person.</p>
      <p>The job (work) complexity is an objective characteristic that reflects the content of
the labor process and manifests itself in the requirements for worker qualification.
Analytical evaluation of professional activity involves the allocation of the upper
level characteristics of the model structural elements (entities) (Fig. 1) [1, 2], which,
in turn, combine the characteristics of individual operations with certain features:
educational-qualification level, methods, means of operations etc., i.e. expand and
combine elements of models.</p>
      <p>Professional activity is seen as the application of efforts and knowledge, skills and
abilities to achieve the goals of the organization. The meaningful analytical evaluation
of professional activity involves the presentation and processing of quantitative data
using the theory of information and methods of mathematical apparatus and
modeling, which involves the development of an ideal design, the so-called conceptual
(content) model. The conceptual model is used to formalize the boundaries of the
research object and needs further detail for the transition directly to the subject of
research within the framework of the corresponding structural and functional-logical
(information) models, detailed to a level sufficient and necessary for the analysis of
professional activity - the level of entities and their attributes [3, 4].</p>
    </sec>
    <sec id="sec-2">
      <title>Professional activity model</title>
      <p>The proposed method of allocating professional activity structural elements and
combining them with a clearly defined feature in groups allows to obtain a professional
activity structural model at a more detailed level, in which the main emphasis is on
the entities characteristics and the connection between them as elements of a complex
system (Fig. 1).</p>
      <p>Thus, professional activity consists of the number of successive or parallel
operations and procedures, which in general constitute the technology of work, determined
during the division of labor.</p>
      <p>The technology of work is a rational sequence of operations and procedures that
are performed using specific means and methods of production in order to influence
the object of management. The basis of the technology of work is the operation (Fig.
1).</p>
      <p>Operation is any action, event (or system of events) that is united by a single plan
and aimed achieving a corresponding goal. The complex of actions performed within
the framework of one operation may consist of several elements (tasks), therefore the
operation can be considered as a set of elements (tasks) of labor processes performed
by employees. Target completeness of action with respect to the performer is
considered as the basis for the construction of the operation.</p>
      <p>Thus, the operation (task) is a basic element of professional activity, which is
subject of formalization in the form of a structural model for further functional-logical
modeling within the framework of developing the theoretical foundations of
analytical evaluation of professional activity.</p>
      <p>The generalized structural model of professional activity in the annotation "entity –
connection" [5] (Figure 2) describes the conceptual structure of a complex
sociotechnical system, which is used for further detail through parametric studies.</p>
      <p>Existing methods for work complexity assessing consider professional activity in
terms of certain efforts aimed at achieving the technological goal, and is determined
by the combination of technical and organizational factors of the labor process: the
complexity of equipment, its maintenance; the complexity of tools, etc.</p>
      <p>The main factors determining the complexity of workers' work were grouped into
four main groups [6]:
1. Technological factors.
2. Organizational factors.
3. Factors of responsibility.
4. Specific factors.</p>
      <p>In addition, the complexity of labor is determined by the type of labor process,
including the degree of its mechanization for the working professions:</p>
      <p>Manual labor processes - executed manually with the help of mechanized tools of
labor. Within the framework of this type of labor processes, it is necessary to
distinguish separately hand-made creative work, which differs from most hand-made works
by the increased content of creativity elements, artistic imagination, individual
author's character of performance and other qualities inherent in, for example, work on
the manufacture of folk arts products, jewelry-filigree production etc.</p>
      <p>Machine labor processes - the main work is performed by machines, and elements
of auxiliary work - manually or with the help of mechanisms. For example, machining
of parts on mechanized feeders.</p>
      <p>Machine-manual labor processes - performed by machines or mechanisms with the
direct participation of the worker, when both the energy of the machine and the efforts
of the performer are used simultaneously.</p>
      <p>Automated labor processes - the main work is mechanized completely, and the
auxiliary - partly (semiautomatic) or completely (automatic). In this case, the
management of the work of the mechanisms is carried out automatically. In such cases,
the function of the workers is reduced to the installation of machines, monitoring their
work, eliminating defects, and on semi-automatic machines - to periodically present
raw materials and the removal of finished products.</p>
      <p>Hardware (instrumental) labor processes - carried out with special equipment
(apparatus) by influencing the subject of work of thermal, electrical or chemical energy.
In this case, the workers regulate the course of such processes. For example, iron
melting, heat treatment of parts, most processes in the chemical and petroleum
industries, etc.</p>
      <p>The distinction between the types of labor processes affects the evaluation factors
for each specialty. The essence of the assessing the complexity of labor analytical
method is in a consistent, factor-to-factor assessment of the complexity of labor, the
result of which is the integral index of complexity, - is the sum of evaluations by
individual factors. Using this approach allows comparing the complexity of various,
technologically unrelated works with a sufficient level of accuracy.</p>
      <p>Each of these groups is divided into lower level factors that have a verbal
description. To provide an objective assessment of the labor complexity, it is necessary to
formalize the result in a digital form, taking into account the criteria of complexity for
each factor, and their influence.</p>
      <p>The methodology involves a combination of research methods and strategies, as
well as certain hypotheses and ideas that need to be clarified and confirmed by
relevant research:</p>
      <p>1. It is assumed that in any profession it is possible to identify and evaluate a set
of common factors that describe the main functional areas in its content, which will
ensure the requirement for universality of the model of activity.</p>
      <p>2. In principle, it is possible to allocate the minimum and sufficient number of its
structural elements to ensure the adequacy of the model.</p>
      <p>3. It is assumed that presentation of professional activity in the form of a graph
(graphic model) will allow to explore it as a system of interconnected operations and
to calculate their weight characteristics.</p>
      <p>4. It is assumed that the use of fuzzy set theory methods to describe the weakly
structured elements of the model (factors, characteristics), will allow to ensure its
universality by extending the boundaries of modeling.</p>
      <p>The proposed hypotheses meet the requirements of the ability, in particular explain
all the phenomena and processes for which they have been used; can describe a
broader class of phenomena and processes (new types of professional activities) and
are fundamentally simple.</p>
      <p>An analytical evaluation of professional activity is based on the analysis and
evaluation of clearly formalized characteristics of operations (tasks) performed by the
employee within their responsibilities. Characteristics of operations (tasks) are
formalized exclusively with the help of structural modeling with further detailing of the
main attributes within the functional-logical (informational) model, the main
assumption during the development of which is given by the hypothesis 2.</p>
      <p>Consider the structural model of the field of knowledge. Functional-logical
(information) model (Fig. 3) - model of the research object, presented in the form of
information describing the structural elements and variables of the object essential for this
consideration, the characteristics of the elements, the connections between them, the
inputs and the outputs of an object, which allows, through the input of information on
the change of input values, to model the possible states of the object, that is to classify
the type of professional activity and carry out its evaluation using analytical methods
[7 - 9]. Thus, the conceptual structure of the subject area (Fig. 3 – 5) can be
represented by a plurality of structural elements, each of which is described by the basic
characteristics.
2.1</p>
      <sec id="sec-2-1">
        <title>Technological factors</title>
        <p>Depending on the labor process mechanization level, the influence of technological
factors on its complexity varies significantly, as the degree of contact between the
worker and the subject of work also changes. On the other hand, since the growth of
mechanization leads to complicated equipment management and the complexity of
the technological process and requires higher qualifications, the complexity of labor is
greatly increased. Technological complexity factors are divided into components: the
complexity of managing tools, the complexity of labor objects, the complexity of
technological processes (Fig. 3).
2.2</p>
      </sec>
      <sec id="sec-2-2">
        <title>Organizational factors</title>
        <p>Organizational factors characterize the employee's autonomy in the process of
performing the work and the breadth of performed works set (Fig. 4).</p>
        <p>Fig. 3. Technological factors of the activity model.
The factors of responsibility allow us to consider work from the point of view of
several types of responsibility (Fig. 5): for safety of others and one's own life, for the
final result (work completion) and its influence on other units (employees) and the
enterprise as a whole, as well as the place of work (its significance) in the
technological process. The significance of the work characterizes the degree to which the
employee is aware of its significant impact on the organizational system, the
organization as a whole, and possibly on society. Completeness means that it requires and
allows the completion of an entire and explicit cycle of operations, operations or work
from beginning to end with a visible (understandable) result.</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Indicator of the work motivation potential</title>
      <p>The F.Gerzberg's theory of the work characteristics addresses five main factors that
determine the motivation and satisfaction of the employee in the work: variety
(VAR), completeness (end result, COM), significance (degree of influence, SIG),
independence (IND), feedback (control, FDB). All these factors and their attributes
were considered in the models (Fig. 3-5).</p>
      <p>In practice, using the procedure for diagnostic evaluation of the work
characteristics, indicators related to the five mentioned aspects are combined and a single
indicator – motivational potential indicator (MPI) is received.</p>
      <p>
         VAR  COM  SIG 
MPI     IND  FDB
 3 
(
        <xref ref-type="bibr" rid="ref1">1</xref>
        )
      </p>
      <p>The variety of the operation (work) is described by aspects of 02.01.02 and
02.01.03, which are evaluated by the corresponding ordinal scales (Table 1, 2).</p>
      <p>Completeness of work is determined by aspects of 03.01.04., 03.01.06. (Table 3,
4). The coefficient of diversity is used together with the index of homogeneity of the
profession, which is determined by the coefficient of clustering kkl of the work
graphic model [10 - 11].</p>
      <p>The significance of the work is presented by aspects of 03.01.05., 03.01.07.,
03.01.08. (Table 5-7).
Missing
Indirect impact on adjacent units (employees)
Direct influence on adjacent units (employees)
Indirect impact on the production program of the unit
Direct impact on the production program of the unit
Indirect impact on the production program of the enterprise
Direct impact on the production program of the enterprise
Independence of work is determined by aspects of the factor 02.02. (Table 8,9).</p>
      <p>Attribute value</p>
      <p>Under the direction of the head of the highest category
(leader)</p>
      <p>Independently based on working instructions
(complexity of instructions)</p>
      <sec id="sec-3-1">
        <title>Independently (creative approach)</title>
      </sec>
      <sec id="sec-3-2">
        <title>Presence of management functions</title>
        <p>Complexity
-----simple
medium
complexity
complex
color
form
plan (idea)
-----</p>
        <p>
          The feedback is determined by the aspects included in the 02.02.03 factor. (Table
10, 11)
Using the assessment scales (Table 1-11), the formula (
          <xref ref-type="bibr" rid="ref1">1</xref>
          ) can be submitted (
          <xref ref-type="bibr" rid="ref2">2</xref>
          ):
 k1  k2  kkl    k3  k4    k5  k6  k7  
MPI   2   2   3
 3


        </p>
        <p>The value of the motivational potential of work is theoretically in the range of 1
100%, however, there is practically no work with motivational potential that accepts
minimum and maximum values. The practical application of evaluating the
motivational potential of the work consists in the development of recommendations for the
improvement, reorganization of some aspects of work in order to improve the
indicators of these factors (Table 1 - 10), since their degree of manifestation determines the
probability of obtaining high results of work both in personal and organizational
sense.
4</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>An expert system for work complexity assessing</title>
      <p>The existing methodology involves evaluating the factors and their characteristics
using a grading scale, which somewhat complicates the evaluation itself, as many
factors can’t be described in digital form. That is why the task of developing the
concept of a knowledge-based information system was solved and a prototype expert
system for the task evaluation of complexity of work was developed. This approach
involves reviewing expert assessments of the task significance in terms of the fuzzy
sets theory and the use of expert knowledge.</p>
      <p>Formalization of expert’s knowledge is related to the description of qualitative
characteristics, which are usually not structured and can’t be unambiguously
interpreted. In addition, in problems solved with the help of intelligent systems, it is
necessary to use inaccurate knowledge that can’t be accurately interpreted as true or false,
for example, the importance of the operation, its implementation time - the
characteristics that determine the weight of each operation.</p>
      <p>Using the conceptual apparatus of fuzzy logic, linguistic variables were introduced,
which are part of the models of professional activity. Linguistic variable is a variable
whose value is determined by the set of verbal characteristics of some property [12].</p>
      <p>Each value of a linguistic variable is defined as a fuzzy set, which, in turn, is
described by the base ordinal scale X and by the membership function μ (x).</p>
      <p>The main tasks within the development of an expert system for the analytical
evaluation of professional activities are the task of developing an appropriate knowledge
base, mechanisms for its filling and integrating the work memory block with the
module of algorithms for working with entities. The terminology of CLIPS [13 - 15]
is used in the presentation of the material in connection with the free distribution of its
code and the syntax typical of many common programming languages of expert
systems.</p>
      <p>
        The main elements of the expert system are represented by facts, production rules
and rules within the framework of IT development of professional activity analytical
evaluation. Within the scope of the study, a field of knowledge was defined - a model
of knowledge about the subject field, that is, the transition from structured knowledge
to its formalization was carried out. Production model N p of knowledge (products)
filed is presented by cortege (
        <xref ref-type="bibr" rid="ref3">3</xref>
        ):
      </p>
      <p>
        N p   S pd ; Rap ; Ar  As ; Rbp  ,
(
        <xref ref-type="bibr" rid="ref3">3</xref>
        )
where S pd – description of the situations class; Rap – the condition under which
the products are activated; Ar  As – the products core (
        <xref ref-type="bibr" rid="ref3">3</xref>
        ); Rbp – condition (action)
to be performed after the core is implemented (
        <xref ref-type="bibr" rid="ref4">4</xref>
        ):
      </p>
      <p>Pt   Ar 
r 1,r
 As ,
s1,s
Ar  aij 1 , aij 2 ,..., aij r .</p>
      <p>As  aij 1 , aij 2 ,..., aij s .</p>
      <p>where Pt – production designation; t – number of products in the production
model; Ar – variable predicate (fact) from r variables, which is called parcel; As –
variable terminal predicate from s variables, which is called the conclusion.</p>
      <p>
        Input variables predicates that describe the current state of the model of
professional activity and are part of the production model solely as parcels (
        <xref ref-type="bibr" rid="ref5">5</xref>
        ):
      </p>
      <p>
        The terminal predicates that determine the new states of the model parameters and
are part of the production model solely as conclusions (
        <xref ref-type="bibr" rid="ref6">6</xref>
        ):
      </p>
      <p>
        Using the conceptual apparatus of fuzzy logic, fuzzy sets are introduced that
describe the input and terminal predicates defined by the membership function.
Linguistic variables with the help of sets of standardized functions are given slightly
structured parameters of the professional activity model. The templates for presentation of
knowledge in the expert system taking into account (
        <xref ref-type="bibr" rid="ref3 ref4 ref5 ref6">3-6</xref>
        ) and the syntax of the
productive programming language CLIPS [16] are presented as designs (
        <xref ref-type="bibr" rid="ref7">7</xref>
        ):
(
        <xref ref-type="bibr" rid="ref4">4</xref>
        )
(
        <xref ref-type="bibr" rid="ref5">5</xref>
        )
(
        <xref ref-type="bibr" rid="ref6">6</xref>
        )
(
        <xref ref-type="bibr" rid="ref7">7</xref>
        )
 defrule Np Spd  

   Rap   
   aij value   
Pt    (...)  
   aij value   
 
 assert  aij value )) 
 Rbp 
      </p>
      <p>
        The rule header defines conditional elements (CE), or LHS-rule - Left Hand Side
the left side of the rule or the input predicates (
        <xref ref-type="bibr" rid="ref5">5</xref>
        ). If the rules templates do not
conflict with the active facts and the condition is fulfilled Rap , the core of the product is
activated and moved from the knowledge base to the working list of rules of the
machine of logical output [16]. Terminal (
        <xref ref-type="bibr" rid="ref6">6</xref>
        ) part of the rule is given by a list of actions
(RHS-rule - Right Hand Side), which must be executed when the rule is activated
with the assert operator.
      </p>
      <p>The generalized syntactic structure of the knowledge field, realized within the
expert system, is given by the expression:</p>
      <p>Fk  A, M , E ,
where A  A, Aa, B</p>
      <p>– the structure of the input data to be interpreted in the
system; M  Sk , S f</p>
      <p>– data interpretation model; Sk – conceptual structure of the
subject area; S f – a functional structure that simulates the scheme of reasoning during
the interpretation; E  Eo, Ea</p>
      <p>– output data structure.</p>
      <p>The conceptual structure Sk is based on the revealed conceptual structure of the
subject industry with the help of the conceptual analysis paradigm and the principles
of hierarchy of concepts constructing. Sk represented by a structural model of
professional activity developed within the framework of the research. S f is presented in
accordance with the information model and rules of the knowledge base, the mechanisms
of its filling and integration of the working memory block with the module of algorithms
for working with entities, that is, the integration of data and algorithms implemented on
different bases: imperative and declarative programming languages.</p>
      <p>Knowledge-based expert system [17] provides for the activation of relevant rules
for the determination and calculation of numerical estimates of factors.
5</p>
      <p>Conclusions
1. Patterns of weak structural characteristics of professional activity model
structural elements (facts) and rules of the knowledge using the syntax of the declarative
programming language CLIPS, which provided the opportunity for practical
implementation of program modules, taking into account the characteristics of structural
and information models of professional activity are developed.</p>
      <p>2. The description of the model’s structural elements with the help of the
knowledge base developed rules, allowed to expand the boundaries of modeling, which was
a significant disadvantage of existing systems and to practically implement the model
data within the production information systems.</p>
      <p>3. The developed templates of the basic rules allowed to determine the
characteristics of the structural elements of the professional activity model and the weight of
each operation in terms of linguistic variables, which required the transition to
numerical estimates in order to ensure interaction with the calculation module for the
evaluation of all activities implemented through object-oriented programming
languages.</p>
      <p>4. The issue of restrictions on the use of models requires additional research, but
the preliminary results give grounds for claiming that they can be used for a wide
range of occupations, due to the compliance of the developed model with the
requirements of universality.</p>
    </sec>
  </body>
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