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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Approach to Data-Driven Production Management</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Anton Romanov</string-name>
          <email>romanov73@gmail.com</email>
          <email>romanov73@gmail.com ORCID: 0000-0001-5275-7628</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Aleksey Filippov</string-name>
          <email>al.filippov@ulstu.ru</email>
          <email>al.filippov@ulstu.ru ORCID: 0000-0003-0008-5035</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Nadezhda Yarushkina</string-name>
          <email>jng@ulstu.ru ORCID: 0000-0002-5718-8732</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Information Systems, Ulyanovsk State Technical University</institution>
          ,
          <addr-line>Ulyanovsk</addr-line>
          ,
          <country country="RU">Russia</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2020</year>
      </pub-date>
      <fpage>183</fpage>
      <lpage>188</lpage>
      <abstract>
        <p>-There are many methods and models for analyzing of production processes and the need for their adaptation to and managing complex systems. They differ in both the degree the changing nature of the problem area. oMf actohmemplaetxicitayl amnoddtehlse dofegbreuesinofesdsetpariolcoefsstehse adreescrviebreyd hoabrjdecttso. The industry-accepted standards of the industrial methodolimplement. They do not consider multiple external and internal ogy are used to represent aircraft manufacturing and capacity influences o n t he p roduction, w hich m akes s uch m odels lemssanagement. The industrial methodology is formed based effective. on averaged indicators in the industry, which leads to the An alternative way to solve the production management following problems [4], [5]: problem is to introduce some parameterized algorithms as a simplified f orm o f m athematical m odels. S uch a lgorithms are 1) A large number of statistical factors and assumptions are usually expressed in the form of instructions, which are based on used for production control. the analyzed statistics. The disadvantage of this approach is the 2) Absence of methods for an objective evaluation of the significant averaging of the values of indicators and parameters of current state of production. tohfesmimoidlaerle dinodbujsetcrties.s,Maentdhotdhseyarearfeorumnusluaitteadblfeorfoar wthheolespreacnifigce 3) Absence of methods for identifying problems and deviconditions of each enterprise. ations in production processes. It is necessary to create data analysis methods and process 4) Automation of production processes does not imply an models that are adaptable to specific p roduction conditions. evaluation of the complex state of the enterprise leads Data from the information systems of various manufacturing to: enterprises can be analyzed to determine the states and conditions of production. The important knowledge for production management is extracted as a result of such analysis. The article describes a hybrid approach for analyzing the dynamics of production indicators and forming linguistic recommendations to increase the efficiency and quality of decision making. Hybridization means the usage of ontological engineering methods to describe the characteristics of production in the context of production indicators represented by time series models.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        The main goal of the study is to reduce the degree of
uncertainty in the capacity management process of complex
production. Each production has various characteristics. Also,
complex production is an unconventional object of
management in the concept of the situational control theory [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>The capacity management includes next steps:
developing technical passport of the enterprise;
calculation of capacities for each production unit and the
enterprise as a whole;
development of shortage control strategy;
generation of a consolidated report with the forecast for
the implementation of the product program;
calculation of consolidated capacity balance.</p>
      <p>The input parameter vector W from situational control
includes such indicators as the fund of working time, equipment
usage, the useful annual fund of equipment time, and others.
These indicators have a great influence on the evaluation of
total production productivity. The inability of the DM to set
the values of these indicators severely limits the efficiency of
decisions.</p>
      <p>
        Thus, the following research objectives must be solved:
data collection of production state through integration
with enterprise information systems (data consolidation,
ETL) [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ],
trend analysis of process performance (time-series
analysis and modeling),
developing recommendation for the DM to manufacture
upgrade in terms of balancing production capacities.
III. TIME SERIES MODEL BASED ON TYPE-2 FUZZY SETS
Type-2 fuzzy sets are making it possible to model
uncertainty of higher degree in the process of time series modeling
[
        <xref ref-type="bibr" rid="ref7">7</xref>
        ], [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. It is suggested to use the triangular shape of fuzzy
sets. The triangular shape of fuzzy sets has low computational
complexity on time-series modeling.
      </p>
      <p>Type 2 fuzzy sets A~ in the universum U can be defined
using type 2 membership function. Type 2 fuzzy sets can be
represented as:</p>
      <p>A~ = ((x; u); A~(x; u))j8x 2 U; 8u 2 Jx
[0; 1]
where x 2 U and u 2 Jx [0; 1] in which 0 A~(x; u) 1.</p>
      <p>The main membership function is in the range from 0 to 1,
so the appearance of the fuzzy set is expressed as:
Z Z</p>
      <p>A~(x; u)=(x; u)Jx
where the operator R R denotes the union over all incoming
x and u.</p>
      <p>Time series modeling needs to define interval fuzzy sets and
their shape. The fig. 2 shows the appearance of the sets.
where A~iU and A~iL is a triangular type 1 fuzzy sets;
aiu1; aiu2; aiu3; ali1; ali2; ali3; is reference points of type 2 interval
fuzzy set A~i, h is the value of the membership function of the
element ai (for the upper and lower membership functions,
respectively).</p>
      <p>An operation of combining type 2 fuzzy sets is required in
the process of working with a rule base build on the values of
a time series. The combining operation defined as follows:
~
A1</p>
      <p>A~2 = (A~1U ; A~1L)</p>
      <p>(A~2U ; A~2L) =
= ((a1u1 + a2u1; a1u2 + a2u2; a1u3 + a2u3;
min(h1(A~1U ); h1(A~2U )A~1U )); min(h2(A~1U ); h2(A~2U )); );
(al11 + al21; al12 + al22; al13 + al23;
min(h1(A~1L); h1(A~2L)); min(h2(A~1L); h2(A~2L)));</p>
      <p>The proposed algorithm for smoothing and forecasting of
time series based on type 2 fuzzy sets can be represented as
a sequence of the following steps:
1) Determination of the universe of observations. U =
[Umin; Umax], where Umin and Umax are minimal and
maximal values of a time series respectively.
2) Definition of membership functions for a time series
M = f 1; : : : ; lg; l n, where l is the number of
membership functions of fuzzy sets, n is the length of a
time series. The number of membership functions and,
accordingly, the number of fuzzy sets is chosen relatively
small. The motivation for this solution is the multi-level
approach to modeling a time series. To decrease the
dimension of the set of relations it is necessary to reduce
the number of fuzzy sets at each level. Obliviously,
this approach decrease the approximation accuracy of
a time series. However, creating the set of membership
functions at the second and higher levels increase the
approximation accuracy with an increase in the number
of levels.
3) Definition of fuzzy sets for a time series. The
superscript defines the type of fuzzy sets in that case.
A1 = fA11; : : : ; Al1g; A2 = fA21; : : : ; A2mg, where l is
the number of type 1 fuzzy sets, m is the number of
type 2 fuzzy sets.
4) Fuzzification of a time series by type 1 sets. 8xi y~i =</p>
    </sec>
    <sec id="sec-2">
      <title>F uzzy(xi)</title>
      <p>5) Fuzzification a time series by type 2 sets.
6) Creation of relations. The rules for the creation of
relations are represented in the form of pairs of fuzzy sets
in terms of antecedents and consequents, for example:
A11A21 : : : ! A12A21.
7) Forecasting for the first and second levels based on a
set of rules. The forecast is calculated by the centroid
method, first on type 1 fuzzy sets A1 = fA11; : : : ; Al1g,
then on type 2 fuzzy sets.</p>
      <p>8) Errors evaluation.</p>
      <p>IV. ONTOLOGY-BASED LINGUISTIC SUMMARIZATION OF A</p>
      <p>TIME SERIES FORECAST</p>
      <p>
        Linguistic Summarization of the time series forecast allows
the decision-maker to react to changes in the production state
more operatively. The rule base in the form of the following
ontology is used to get linguistic summarization of the time
series forecast [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ], [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]:
      </p>
      <p>O = hI; E; S; A; R; F i;
(1)
where I = fI1; I2; : : : ; Ing is a set of indicators that
determine the state of the production capacities at some point
in time;
E = fBad; Good; High; M iddle; Lowg is a set of linguistic
labels for linguistic summarization of the values of production
indicators;
S = fStateHigh; StateM iddle; StateLowg is a set of
textual representations of linguistic labels from the set E;
A = fhI1; Badi; hI1; Goodi; hI2; Badi; hI2; Goodi; : : : ;
hIn; Badi; hIn; Goodig is a set of textual representations of
recommendations for each production indicator that depends
on various evaluation of its condition: Good (within the
norm) and Bad (deviation from the norm);
R is a set of ontology relationships:</p>
      <p>
        R = fRE S; RE A; RI Eg;
where RE S is a set of relationships between a linguistic label
and its textual representation;
RE A is a set of relationships between a linguistic label and a
textual representation of a recommendation;
RI E is a set of relationships between a value of production
indicator and its linguistic label. This type of relationship is
formed in the process of linguistic summarization of the values
of production indicators using the reasoner and the set of rules
in the SWRL language [
        <xref ref-type="bibr" rid="ref12">12</xref>
        ];
F is interpretation function that forms the set of relations RI E
defined by the set of rules in SWRL.
      </p>
      <p>
        The ALCHF (D) [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]–[
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] extension of the descriptive
logic is used for the logical presentation of the ontology O
(eq. 1) for linguistic summarization of the time series forecast.
With using the description logic ALCHF (D) the ontology O
can be represented as:
      </p>
      <p>O = T Box [ ABox;
where T Box is the terminological box;
ABox is the assertional box.</p>
      <p>The T Box contains statements describing concept
hierarchies and relations between them. The ABox contains
axioms defined as a set of individuals and relations between
individuals and concepts.</p>
      <p>A. Terminological box T Box</p>
      <sec id="sec-2-1">
        <title>E v &gt; Bad v E Good v E</title>
      </sec>
      <sec id="sec-2-2">
        <title>High v E M iddle v E Low v E</title>
      </sec>
      <sec id="sec-2-3">
        <title>High v :Low High v :M iddle</title>
      </sec>
      <sec id="sec-2-4">
        <title>M iddle v :Low Bad v :Good</title>
      </sec>
      <sec id="sec-2-5">
        <title>Recommendation v &gt; A v Recommendation</title>
      </sec>
      <sec id="sec-2-6">
        <title>S v Recommendation</title>
      </sec>
      <sec id="sec-2-7">
        <title>StateHigh v S StateM iddle v S</title>
      </sec>
      <sec id="sec-2-8">
        <title>StateLow v S</title>
      </sec>
      <sec id="sec-2-9">
        <title>StateHigh v :StateM iddle</title>
      </sec>
      <sec id="sec-2-10">
        <title>StateHigh v :StateLow</title>
      </sec>
      <sec id="sec-2-11">
        <title>StateLow v :StateM iddle</title>
        <p>I v &gt;</p>
      </sec>
      <sec id="sec-2-12">
        <title>I &gt; u 9hasResume:A u9hasState:S u u9hasV alue:Double</title>
      </sec>
      <sec id="sec-2-13">
        <title>Recommendation &gt; u 9hasDescription:String u u8hasDescription:String</title>
        <p>where E is a concept representing a linguistic label of
ontology;
Bad, Good, High, M iddle, Low are concepts representing
linguistic labels for linguistic summarization of values of
production indicators;
I is a concept representing a production indicator;
S is a concept representing a linguistic label;
A is a concept representing ontology recommendations;</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>StateHigh, StateM iddle, StateLow are concepts represent</title>
      <p>ing the state of production capacities;
Recommendation is a concept representing linguistic labels
and recommendations in textual form;
v is the concept inclusion axiom;
hasResume is a role to set the correspondence between the
recommendation and the production indicator;
hasState is a role to set the correspondence between a
linguistic label and a production indicator;
hasV alue is a role to set a value (in Double) of production
indicator;
hasDescription is a functional role to specify a textual
description (in String) of a linguistic label or recommendation.
B. Assertional box ABox
i1 : I i1 : High
s1 : StateHigh a1 : A
(i1; value1 : Double) : hasV alue
(i1; s1) : hasState
(a1; value2 : String) : hasDescription
(i1; a1) : hasResume
C. Linguistic summarization of production indicators</p>
      <p>Suppose that at some enterprise two indicators of production
capacities are used:
1) Power in man-hours per 1 month (EP ).
2) Power in machine hours per 1 month (T P ).</p>
      <p>Production indicator values must be specified based on
forecast values in the form of following ABox axioms:
EP : I T P : I
(EP; 3610) : hasV alue
(T P; 2700) : hasV alue</p>
      <p>The expert is forming the following set of SWRL-rules
to produce a linguistic summarization for each production
indicator:</p>
      <sec id="sec-3-1">
        <title>EP(?ind) ˆ hasValue(?ind, ?val)</title>
        <p>ˆ swrlb:lessThanOrEqual(?val, 2000)
&gt; Low(?ind)
EP(?ind) ˆ hasValue(?ind, ?val)
ˆ swrlb:greaterThan(?val, 2000)
ˆ swrlb:lessThanOrEqual(?val, 4000)
&gt; Middle(?ind)
EP(?ind) ˆ hasValue(?ind, ?val)
ˆ swrlb:greaterThan(?val, 4000)
&gt; High(?ind)</p>
      </sec>
      <sec id="sec-3-2">
        <title>TP(?ind) ˆ hasValue(?ind, ?val)</title>
        <p>ˆ swrlb:lessThanOrEqual(?val, 1000)</p>
        <p>&gt; Low(?ind)
TP(?ind) ˆ hasValue(?ind, ?val)
ˆ swrlb:greaterThan(?val, 1000)
ˆ swrlb:lessThanOrEqual(?val, 3000)</p>
        <p>&gt; Middle(?ind)
TP(?ind) ˆ hasValue(?ind, ?val)
ˆ swrlb:greaterThan(?val, 3000)</p>
        <p>&gt; High(?ind)</p>
        <p>Each production indicator is associated with a specific
linguistic label after the implementation of these rules:</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>EP : M iddle</title>
    </sec>
    <sec id="sec-5">
      <title>T P : M iddle</title>
      <p>A predefined set of SWRL rules is used to map a linguistic
label to its textual representation:</p>
      <sec id="sec-5-1">
        <title>Low(?ind) ˆ StateLow(?state)</title>
        <p>&gt; hasState(?ind, ?state)
Middle(?ind) ˆ StateMiddle(?state)</p>
        <p>&gt; hasState(?ind, ?state)
High(?ind) ˆ StateHigh(?state)</p>
        <p>&gt; hasState(?ind, ?state)
(EP; StateM iddle) : hasState
(T P; StateM iddle) : hasState</p>
        <p>Following axioms are added in ABox after executing the
set of SWRL rules presented above:</p>
        <p>
          The following rule in SQWRL language [
          <xref ref-type="bibr" rid="ref16">16</xref>
          ] is used to
produce the linguistic summarization of production indicators
based on the content of ABox:
hasState(?ind, ?state)
ˆ hasDescription(?state, ?descr)
        </p>
        <p>&gt; sqwrl:select(?ind, ?descr)</p>
        <p>Executing a query in the SQWRL language presented above
produces the following result:</p>
        <p>TP The value of the production indicator is average
EP The value of the production indicator is average
Linguistic labels are used to forming recommendations for
balancing the production capacities of an enterprise.
D. Generation of linguistic recommendations for production
management</p>
        <p>The following set of SWRL rules set by the expert is used
to generate recommendations for balancing the production
capacities:</p>
        <p>EP(?ep) ˆ Low(?ep) &gt; Bad(?ep) EP(?
ep) ˆ Middle(?ep) &gt; Bad(?ep) EP(?ep) ˆ</p>
        <p>High(?ep) &gt; Good(?ep)
TP(?ep) ˆ Low(?ep) &gt; Bad(?ep) TP(?
ep) ˆ Middle(?ep) &gt; Bad(?ep) TP(?ep) ˆ</p>
        <p>High(?ep) &gt; Good(?ep)</p>
        <p>The SWRL rules presented above are based on linguistic
labels assigned by the linguistic summarization algorithm and
generate the following ABox axioms:</p>
        <p>EP : Bad</p>
        <p>T P : Bad</p>
        <p>The following SWRL rules are used to generate textual
recommendations for balancing production capacities based
on the attached linguistic labels of production indicators:
EP(?ep) ˆ Bad(?ep) ˆEP Bad(?res)</p>
        <p>&gt; hasResume(?ep, ?res)
EP(?ep) ˆ Good(?ep) ˆ EP Good(?res)</p>
        <p>&gt; hasResume(?ep, ?res)
TP(?tp) ˆ Bad(?tp) ˆ TP Bad(?res)</p>
        <p>&gt; hasResume(?tp, ?res)
TP(?tp) ˆ Good(?tp) ˆ TP Good(?res)</p>
        <p>&gt; hasResume(?tp, ?res)
EP(?ep) ˆ Bad(?ep) ˆ TP(?tp) ˆ Bad(?tp)
ˆ EP TP Bad(?res)</p>
        <p>&gt; hasResume(?ep, ?res) ˆ hasResume(?tp, ?res)
EP(?ep) ˆ Good(?ep) ˆ TP(?tp) ˆ Good(?tp)
ˆ EP TP Good(?res)</p>
        <p>&gt; hasResume(?ep, ?res) ˆ hasResume(?tp, ?res)</p>
        <p>Recommendations for balancing production capacities
(EP Bad, EP Good, TP Bad, TP Good, EP TP Bad,
EP TP Good) set by the expert and contains some textual
representation.</p>
        <p>ABox is contained the following axioms after the execution
of SWRL rules presented above:
(EP; EP BAD) : hasResume
(EP; EP TP BAD) : hasResume
(T P; TP BAD) : hasResume
(T P; EP TP BAD) : hasResume</p>
        <p>The following rule in SQWRL language is used to develop
recommendations for balancing production capacities of
enterprise based on the content of ABox:
hasResume(?ind, ?rule)
ˆ hasDescription(?rule, ?descr)</p>
        <p>&gt; sqwrl:selectDistinct(?ind, ?rule, ?descr)</p>
        <p>The following result will be obtained as a result of executing
the SQWRL rule presented above:
TP TP Bad ”Capacity in machine hours per 1 month is
not enough to execute the production program.</p>
        <p>Additional equipment is required.”
EP EP TP Bad ”Capacity in man hours and machine
hours per 1 month is not enough to execute the
production program. The following steps must be taken:
buy additional equipment, hire additional personnel.”
TP EP TP Bad ”Capacity in man hours and machine
hours per 1 month is not enough to execute the
production program. The following steps must be taken:
buy additional equipment, hire additional personnel.”
Recommendations generated for different indicators (EP
and T P ) and received after the implementation of the same
rule (recommendation EP TP Bad) are displayed only once.
Recommendations formed by more complex (compound) rules
(recommendation EP TP Bad) overlap recommendations of
more simplistic rules (recommendations EP Bad, TP Bad).
Thus, the user has received the following information as
recommendations for balancing the production capacities of
the enterprise:</p>
        <p>Capacity in man hours and machine hours per 1 month
is not enough to execute the production program. The
following steps must be taken: buy additional
equipment, hire additional personnel.</p>
      </sec>
      <sec id="sec-5-2">
        <title>V. CONCLUSION</title>
        <p>Data-driven production management is a relevant area of
research. The growth of data-driven production management
is promoted by both the existing automation systems at
enterprises and the volumes of data accumulated in such systems.</p>
        <p>This article has proposed an approach to the analysis of
the dynamics of production indicators based on time series
models. Type 2 fuzzy sets are used for time series modeling.
Type 2 fuzzy sets allow modeling objects with a higher degree
of uncertainty.</p>
        <p>The proposed approach allows to increase the efficiency of
decision-making on production management. The proposed
approach in contrast to the decision-making process based
on an industrial methodology operates not with average
production indicators, but with values of production indicators
extracted from the information systems of an enterprise.</p>
        <p>The proposed approach to the formation of linguistic
recommendations allows decision-makers to gain a deeper
understanding of the current state of production and respond to
changes in production indicators more operatively. The process
of forming linguistic recommendations is based on a set of
fuzzy and SWRL-rules.</p>
      </sec>
      <sec id="sec-5-3">
        <title>ACKNOWLEDGMENT EP EP Bad ”Capacity in man hours per 1 month is not enough to execute the production program. Additional personnel is required.”</title>
        <p>The reported study was funded by RFBR and Ulyanovsk
region, projects numbers 18-47-732016, 18-47-730022,
19-47730005, 19-07-00999.</p>
      </sec>
    </sec>
  </body>
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