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Entropy-MAUT integrated approach supported by Fuzzy K-means: a robust tool for determining critical components for maintenance monitoring and a case study of Kaplan hydro generator unit 由模糊k均值支持的熵-模量集成方法:用于确定维护监控关键部件的强大工具和卡普兰水轮发电机组的案例研究
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210066
M. M. Bellinello, S. Antomarioni, G. Souza, M. Bevilacqua, F. Ciarapica
Paper aims: This paper aims to develop a proper maintenance policy directly related to defining critical components for ensuring a high level of safety and high-level in-service quality for all hydro generator units. Originality: An innovative integrated tool that contributes to ensuing assertiveness in decision-making to determine the critical components is presented in this study. Specifically, hydro-generator unit type Kaplan belonging to a Brazilian Hydroelectric power plant is used as an application case to highlight the choice of the most suitable maintenance policy in light of the proposed approach. The selection of the case study is based on the fact that hydroelectric power plants are the basis of the Brazilian energy matrix, accounting for 75% of the demand in the country. Therefore, the need to maintain hydroelectric plants’ availability and operational reliability is clear not to compromise the continuity and conformity (quality) of the electrical energy supply. Research method: Seven multi-criteria decision-making methods were applied in addition to two methods for deciding weight (Critic Method and Entropy) have been compared to determine the critical components of the hydro-generator. To investigate the robustness of the classification of the applied Multi-Criteria Decision Making approaches, a sensitivity analysis was performed based on the weight change of each decision criterion. Main findings : As a main result, the Entropy- Multi-Attribute Utility Theory model is proposed as the best approach to guarantee the selection of critical components for the Brazilian hydroelectric power plant case study. The validation sensitivity analysis by critical Fuzzy K-means groups guarantees that it is a robust tool for decision-making. Implications for theory and practice: Ensuring the availability and reliability of hydroelectric plants can be achieved by employing appropriate maintenance policies that reduce the likelihood of failure or even eliminate its root causes, preventing failure from occurring. Consequently, a robust tool for decision-making regarding the Kaplan hydro generator’s critical components’ monitoring was developed.
论文目的:本文旨在制定一个适当的维护政策,直接与定义关键部件有关,以确保所有水轮发电机组的高水平安全和高水平的使用质量。原创性:本研究提出了一种创新的综合工具,有助于在决策中确定关键组成部分。具体以巴西某水电站的Kaplan型水轮发电机组为应用案例,重点介绍了根据所提出的方法选择最合适的维护策略。案例研究的选择是基于这样一个事实,即水力发电厂是巴西能源矩阵的基础,占该国需求的75%。因此,保持水力发电厂的可用性和运行可靠性的需要显然不能损害电力供应的连续性和一致性(质量)。研究方法:采用7种多准则决策方法,并比较了两种确定权重的方法(critical method和Entropy),确定了水轮发电机的关键部件。为了研究应用的多准则决策方法分类的稳健性,基于每个决策准则的权重变化进行敏感性分析。主要发现:作为主要结果,熵-多属性效用理论模型是巴西水电站案例研究中保证关键部件选择的最佳方法。关键模糊k均值组的验证敏感性分析保证了它是一个强大的决策工具。对理论和实践的启示:通过采用适当的维护政策,减少故障的可能性,甚至消除其根本原因,防止故障的发生,可以确保水力发电厂的可用性和可靠性。因此,开发了一个关于卡普兰水轮发电机关键部件监测的强大决策工具。
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引用次数: 0
Multivariate analysis of public transport quality: a case study in a medium-sized Brazilian city 公共交通质量的多变量分析:以巴西某中型城市为例
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210117
M. L. Oliveira, Laryssa de Andrade Mairinque, Júlia Barros dos Santos, J. Lima
Paper aims: This study aimed to analyze how the satisfaction level of public transport (PT) users is influenced by their socioeconomic characteristics. Originality: The analysis of how socioeconomic variables influence the satisfaction level through the association between MANOVA and exploratory analysis is still not explored, especially in Brazil and in medium-sized cities, which represent the majority of Brazilian cities. Research method: Data collection was carried out by questionnaire in a Brazilian city. The 330 users of PT evaluated their satisfaction level concerning 12 quality indicators. Statistical analyses were performed using Pearson’s correlation and MANOVA. Main findings: Most socioeconomic variables influenced user satisfaction in at least one indicator, gender and schooling being the most prominent. The results showed that women’s mean level of satisfaction is lower than men’s concerning indicators affected by gender. Fare was the indicator with the worst score, being influenced by users’ occupation. Implications for theory and practice: The study presents practical and methodological contributions. The results provides technical and scientific subsidies for public policies and service improvement. It possible to improve each indicator according to the users’ socioeconomic characteristics, encouraging the use of PT and contributing to the urban environment sustainability. The indicators accessibility, information, punctuality, public security, and frequency were used in more than 70% of the analyzed studies. Moreover, the indicators fare, travel time, crowding, stations characteristics, employee behavior, and comfort were also widely seen, in more than 40% of the articles. These findings are in agreement with De Oña & De Oña (2015), who demonstrated that there is no consensus about which quality indicators should be used and emphasized that this choice is highly dependent on the context. Despite this, the authors emphasize that the indicators frequency, punctuality, comfort, cleanliness of vehicles, safety, availability of information, courtesy of employees and fare are the most used. In this study, after evaluating the indicators that appeared in more than 40% of the articles reviewed, 12 most important indicators for the city under study were selected, according to previous research (Santos & Lima, 2021). All these works have contributed to the evaluation of the quality of PT; however, further studies to understand the determinants of demand and behavior of PT users are still needed since each case has different settings and characteristics in terms of environment, security, and
论文目的:本研究旨在分析公共交通使用者的社会经济特征对其满意度的影响。独创性:社会经济变量如何通过方差分析和探索性分析之间的关联影响满意度水平的分析仍然没有被探索,特别是在巴西和中等城市,这代表了巴西城市的大多数。研究方法:在巴西某城市采用问卷调查的方式进行数据收集。330名PT用户对12项质量指标的满意度进行了评估。采用Pearson相关和方差分析进行统计分析。主要发现:大多数社会经济变量至少在一个指标上影响用户满意度,性别和学校教育是最突出的。结果显示,受性别影响的相关指标中,女性的平均满意度低于男性。票价是得分最低的指标,受到用户职业的影响。对理论和实践的启示:本研究提出了实践和方法上的贡献。研究结果为公共政策和服务改进提供了技术和科学补贴。可以根据用户的社会经济特征改进每个指标,鼓励PT的使用,促进城市环境的可持续性。可达性、信息、准时性、公共安全、频率等指标在70%以上的分析研究中被使用。此外,在超过40%的文章中,票价、旅行时间、拥挤程度、车站特征、员工行为和舒适度等指标也被广泛看到。这些发现与De Oña和De Oña(2015)一致,他们证明应该使用哪些质量指标没有共识,并强调这种选择高度依赖于上下文。尽管如此,作者强调,频率、准点率、舒适性、车辆清洁度、安全性、信息可用性、员工礼貌和票价等指标是最常用的。在本研究中,根据之前的研究(Santos & Lima, 2021),在评估了超过40%的文章中出现的指标后,选择了12个最重要的研究城市指标。这些工作为PT质量的评价提供了依据;然而,由于每种情况在环境、安全和安全方面都有不同的设置和特征,因此仍然需要进一步研究以了解PT用户需求和行为的决定因素
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引用次数: 2
Products with organic certification: do Brazilian consumers perceive their attributes? 有机认证产品:巴西消费者对其属性有感知吗?
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20220024
A. Lima, A. Scalco, G. Ganga
Paper Aims: This work aims to identify the socio-environmental attributes related to the label ‘Brazilian Organic Product – BOP- perceived by consumers of organic foods. Originality: This paper is pioneering in the understanding of the attributes of BOP label in Brazil by consumers. Also, is unique in exploring the dimensions “organic’, “environmental” and “social” based on Brazilian law regarding organic food and the Guidelines of the Certifiers of Organic Products in Brazil. Research method: A survey was conducted with 106 consumers of organic foods and an exploratory factor analysis (EFA) was carried out. Main findings: Results showed that eight dimensions of attributes (Labor Laws and Social Incentive; Social and Environmental Practices; Environmental Management; Social and Environmental Protection; Environmental Preservation; Natural Products; Animal and Social Welfare; Non-renewable resources) influence consumer’s perception about the BOP label. Implications for theory and practice: For theory this study shows how consumers perceive socio environmental attributes through labels and how this perception can motivate the purchase. For practice, intended to provide insights for marketing managers to better improve information on the labels Also, provide information to public policy managers to improve policies that can reach out more consumers.
论文目的:这项工作的目的是确定社会环境属性相关的标签“巴西有机产品- BOP-感知的有机食品的消费者。独创性:本文在巴西消费者对防喷器标签属性的理解方面具有开创性。此外,根据巴西关于有机食品的法律和巴西有机产品认证指南,在探索“有机”,“环境”和“社会”方面也是独一无二的。研究方法:对106名有机食品消费者进行调查,并进行探索性因素分析(EFA)。主要发现:研究结果显示:劳动法律与社会激励;社会和环境做法;环境管理;社会和环境保护;环境保护;天然产物;动物和社会福利;不可再生资源)影响消费者对防喷器标签的认知。理论与实践意义:在理论方面,本研究展示了消费者如何通过标签感知社会环境属性,以及这种感知如何激励购买。在实践中,旨在为营销经理提供见解,以更好地改进标签上的信息。同时,为公共政策经理提供信息,以改进政策,从而接触到更多的消费者。
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引用次数: 0
The mediating role of socialization in the relationship between interdepartmental integration and product portfolio performance 社会化在部门间整合与产品组合绩效关系中的中介作用
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20220010
L. Rafael, Sérgio Luis da Silva
Paper aims : Analyze the relationship among interdepartmental integration (IDI), socialization, and product portfolio performance (PPP), mainly the effect of socialization’s mediation on the relationship between the other two constructs. Originality : No study has related both IDI and socialization for improving PPP, with the aim of overcoming the information absence and flow in this portfolio management. This work offers an alternative when compared to past studies, which is the importance of socialization for product portfolio’s success. Research method : Survey with 131 most innovative companies in Brazil. Results were provided by PLS-SEM. Main findings : IDI has direct effect on socialization and no direct effect on PPP, besides the mediation of socialization is confirmed. Furthermore, IDI presents indirect effect on PPP. Implications for theory and practice : Socialization’s mediation opens space for other theories that can be beneficial to the product portfolio. Furthermore, Managers can prioritize IDI’s actions to potentialize PPP through socialization.
本文的目的:分析部门间整合(IDI)、社会化与产品组合绩效(PPP)之间的关系,主要研究社会化对其他两个构式之间关系的中介作用。原创性:目前还没有研究将IDI和社会化结合起来以改善PPP,旨在克服这种投资组合管理中的信息缺失和信息流动。与以往的研究相比,这项工作提供了另一种选择,即社会化对产品组合成功的重要性。研究方法:对巴西131家最具创新力的公司进行调查。结果由PLS-SEM提供。主要发现:IDI对社会化有直接影响,对PPP无直接影响,并证实了社会化的中介作用。此外,IDI对PPP有间接影响。理论与实践启示:社会化的中介作用为其他有利于产品组合的理论开辟了空间。此外,管理者可以优先考虑IDI的行动,通过社会化使PPP成为可能。
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引用次数: 1
Diagnostic assessment of product lifecycle management based on Industry 4.0 requirements 基于工业4.0要求的产品生命周期管理诊断评估
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210082
K. Santos, E. Loures, Osiris Canciglieri Junior, A. L. Micosky
Paper aims: Diagnostic analysis of PLM (Product Lifecycle Management) based on Industry 4.0 requirements supported by the AHP (Analytic Hierarchy Process) method. Originality: The literature review found no research papers on PLM Maturity Models linked to requirements of Industry 4.0, attesting to the originality of the research and the topic proposed by the study. Research method: The analysis is performed using an assessment framework that organizes and lists I4.0 attributes and PLM categories, supported by a multicriteria diagnostic assessment model based on the AHP method. The case study used in the research is an automotive industry located in the city of Curitiba, Brazil. Main findings: A diagnostic analysis of the PLM categories and attributes of the I4.0 was performed, and the company’s overall levels of maturity were observed. Implication for theory and practice: The results obtained from the diagnostic analysis indicate that the company maturity is Level 2, analyses were also undertaken with respect to PLM categories and Industry 4.0 attributes. Proposals for improvements were made with the objective of increasing the level of maturity and reducing gaps and problems identified in the diagnostic assessment.
论文目的:基于AHP(层次分析法)方法支持的基于工业4.0需求的PLM(产品生命周期管理)诊断分析。原创性:文献综述未发现与工业4.0需求相关的PLM成熟度模型的研究论文,证明了研究的原创性和研究提出的主题。研究方法:使用评估框架进行分析,该框架组织和列出I4.0属性和PLM类别,并由基于AHP方法的多标准诊断评估模型提供支持。研究中使用的案例研究是位于巴西库里蒂巴市的汽车工业。主要发现:对PLM的类别和I4.0的属性进行了诊断分析,并观察了公司的整体成熟度水平。理论与实践启示:诊断分析结果表明,公司成熟度为2级,并对PLM类别和工业4.0属性进行了分析。提出了改进建议,目的是提高成熟程度,减少诊断评估中发现的差距和问题。
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引用次数: 3
Challenges of manufacturing for energy efficiency: towards a systematic approach through applications of machine learning 能源效率制造业的挑战:通过机器学习的应用走向系统化的方法
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210147
E. G. Nabati, M. T. Alvela Nieto, Dennis Bode, T. Schindler, André Decker, K. Thoben
Paper aims: Due to increasing energy prices, manufacturers have to pay more attention to the energy efficiency of their production processes. This paper aims to support manufacturers in increasing processes’ energy efficiency by using production data and applying machine learning approaches. Originality: Systematic guidelines or standards for minimising the energy consumption of manufacturing processes through machine learning approaches are still lacking. This gap is addressed in this paper. Research method: The paper follows a qualitative research method to understand the manufacturing processes and their challenges in improving energy efficiency. The raw data for a 5-step approach were collected in research projects with manufacturing SMEs, and information about the processes through interviews and workshops with them. Then, an analysis of currently available machine learning frameworks and their selection and implementation is conducted. Main findings: The main result is a 5-step approach for increasing the energy efficiency of manufacturing processes through machine learning. Essential applications and technical challenges for data mapping, integrating, modelling, implementing, and deploying machine learning algorithms in manufacturing processes for increasing energy efficiency are presented. Implications for theory and practice: The findings can guide manufacturers, researchers, and data scientists to use machine learning in practice when they intend to increase the energy efficiency of manufacturing processes.
论文目的:由于能源价格的上涨,制造商不得不更加关注其生产过程的能源效率。本文旨在通过使用生产数据和应用机器学习方法来支持制造商提高过程的能源效率。原创性:目前仍缺乏通过机器学习方法将制造过程的能耗降至最低的系统指南或标准。本文解决了这一差距。研究方法:本文采用定性研究方法来了解制造过程及其在提高能源效率方面面临的挑战。五步法的原始数据是在制造业中小企业的研究项目中收集的,并通过与他们的访谈和研讨会收集了有关该过程的信息。然后,分析了当前可用的机器学习框架及其选择和实现。主要发现:主要结果是通过机器学习提高制造过程能源效率的五步方法。提出了数据映射、集成、建模、实现和部署机器学习算法在制造过程中提高能源效率的基本应用和技术挑战。对理论和实践的启示:这些发现可以指导制造商、研究人员和数据科学家在实际中使用机器学习,以提高制造过程的能源效率。
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引用次数: 1
A fuzzy multicriteria group decision approach for circular business models prioritization 循环商业模式优先排序的模糊多准则群决策方法
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20220019
R. Arantes, Lucas Gabriel Zanon, L. Calache, Ana Carolina Bertassini, L. Carpinetti
Paper aims : Presents a new group decision approach for circular business models (CBMs) prioritization based on circular economy (CE) principles and indicators. Originality : It was not found in the literature quantitative approaches to indicate which CBMs can be prioritized towards CE implementation. Research method : Fuzzy AHP is applied to calculate the weights of the CE principles. Fuzzy TOPSIS is used to rank the CBMs. A pilot application demonstrates the applicability of the proposed approach. Main findings : To perform equally on all dimensions of the circularity indicators, recovery by-products have a greater impact on CE implementation. Focusing on economic indicators, Product as a Service and Recovery By-Products should receive priority. Focusing on social indicators, Product as a Service is the most recommended CBM. Implications for theory and practice : It was identified the CBMs that are most suitable for performance improvement regarding CE implementation, according to the organization’s dominant CE principles.
论文目的:提出了一种基于循环经济(CE)原则和指标的循环商业模式(CBMs)优先排序的新群体决策方法。原创性:在文献中没有发现定量方法来表明哪些信任措施可以优先用于实施CE。研究方法:采用模糊层次分析法计算CE原则的权重。采用模糊TOPSIS对CBMs进行排序。一个试点应用程序证明了所提出方法的适用性。主要发现:为了在循环指标的所有维度上表现平等,回收副产品对CE的实施有更大的影响。注重经济指标,应优先考虑产品即服务和回收副产品。关注社会指标,产品即服务是最推荐的CBM。对理论和实践的启示:根据组织的主要CE原则,确定了最适合实施CE的绩效改进的信任措施。
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引用次数: 0
Improving the tactical planning of solid waste collection with prescriptive analytics: a case study 用规范分析改进固体废物收集的战术规划:一个案例研究
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210037
A. P. Vargas, Danilo Díaz, Santiago Jaramillo, Francisco Rangel, D. Villa, J. G. Villegas
Paper aims: This study presents several business analytics tools that allow improving the tactical planning of the collection process for a Colombian solid-waste management company. Originality: The extant literature of operations research/analytics applied to these systems focuses on facility location or vehicle routing. Tactical decisions are seldom studied in the operations research/analytics literature devoted to waste management systems. By contrast, the focus of this paper is on tactical decisions: fleet sizing, frequency assignment, route scheduling and internal resource allocation in a new waste transfer station. Research method: We follow a multimethodology approach that uses mathematical programming, metaheuristics, and discrete event simulation. The models use historical information of the system, and the solution of a model are used as input data for the other models. Main findings: Introducing a new waste transfer station allows an important reduction of the compactors fleet. However, to prevent a collapse in its internal operation an even operation is needed. This is achieved by rescheduling the routes to balance their arrival during the day. Additional benefits can be attained if some soft constraints are relaxed. Implications for theory and practice: Practitioners looking for tactical planning tools on waste collection systems have here an example of their application and benefits. Improvements can be achieved by tactical planning without heavily disrupting decisions at the operational level.
论文目的:本研究提出了几个业务分析工具,允许改进哥伦比亚固体废物管理公司收集过程的战术规划。原创性:应用于这些系统的现有运筹学/分析文献侧重于设施位置或车辆路线。在专门研究废物管理系统的运筹学/分析学文献中,很少研究战术决策。相比之下,本文的重点是战术决策:机队规模,频率分配,路线调度和内部资源分配在一个新的废物转运站。研究方法:我们采用多方法方法,使用数学规划、元启发式和离散事件模拟。模型使用系统的历史信息,一个模型的解作为其他模型的输入数据。主要发现:引进一个新的废物转运站,大大减少了压实机的数量。然而,为了防止其内部操作崩溃,需要进行偶数操作。这是通过重新安排路线来实现的,以平衡他们在白天到达。如果放松一些软约束,还可以获得额外的好处。对理论和实践的影响:在废物收集系统上寻找战术规划工具的从业者在这里有一个应用和好处的例子。改进可以通过战术规划来实现,而不会严重干扰操作层面的决策。
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引用次数: 2
Analysis of deviation from nominal control chart performance on short production runs 分析短期生产运行中与标称控制图性能的偏差
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210092
Márcio Ricardo Morelli de Meira, P. Oprime, Ricardo Coser Mergulhão
Paper aims: This paper studies the influence of process variation on deviation from nominal control chart performance and proposes some adjustments on the control limits to make it enable on small batches. Originality: Specific methods were developed to monitor small batches, mainly due to unavailability of data for precise parameters estimation, like the deviation from nominal control charts. However, Montgomery (2014) highlights some essential aspects, such as the influence of process variation on its performance. Research method: The method used was mathematical modeling and computer simulation. Main findings: The results validated that there is a significant influence of the process variation on the control chart performance. It has been demonstrated that small adjustments on the control limits can make it enable on lean environments. Implications for theory and practice: The main contribution is demonstrating the use of deviation from nominal control chart, through the valid control limits definition regardless of the samples size.
论文目的:本文研究了工艺变化对标称控制图性能偏差的影响,并提出了对控制极限的一些调整,使其在小批量生产中生效。独创性:开发了特定的方法来监测小批量,主要是由于无法获得精确参数估计的数据,例如偏离标称控制图。然而,Montgomery(2014)强调了一些重要的方面,例如过程变化对其绩效的影响。研究方法:采用数学建模和计算机仿真相结合的方法。主要发现:结果验证了工艺变化对控制图性能的显著影响。已经证明,对控制范围进行小的调整可以使其在精益环境中启用。对理论和实践的启示:主要贡献是通过有效的控制限制定义,无论样本大小如何,都证明了标称控制图偏差的使用。
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引用次数: 1
Group multicriteria method to prioritize actions in failure mode and effects analysis 分组多准则法在失效模式和影响分析中优先考虑行动
Q3 Engineering Pub Date : 2022-01-01 DOI: 10.1590/0103-6513.20210057
José Francisco Zanazzi, José Luis Zanazzi, Daniel Pontelli
Paper aims: The FMEA method (Failure Mode and Effects Analysis) has difficulty in prioritizing actions, verifying agreements among group participants and assessing uncertainty. This paper overcomes these shortcomings. The proposal applies FMEA in traditional format, establishes priorities for improvement actions, updates them periodically with better criteria than the traditional ones and values group agreement. Originality: Other contributions claim to change the method, but this is not accepted by the organizations that apply it. In addition, they propose individual approaches, when the FMEA is essentially group-based. In contrast, this proposal establishes priorities without altering the basic requirements of the FMEA. Research method: An action-research approach is used. Main findings: Ease of application, improved group learning and commitment to action plans are confirmed. Implications for theory and practice: A new group decision-making method is applied and a flexible solution is proposed, adaptable to very diverse problems.
失效模式和影响分析(Failure Mode and Effects Analysis, FMEA)方法在确定行动优先级、验证群体参与者之间的协议和评估不确定性方面存在困难。本文克服了这些缺点。建议采用传统格式的FMEA,确定改进行动的优先级,定期更新比传统更好的标准,并重视团队协议。原创性:其他贡献声称改变了方法,但这并不被应用它的组织所接受。此外,当FMEA本质上是基于群体的时候,他们提出了个别的方法。相比之下,该提案在不改变FMEA基本要求的情况下确定了优先事项。研究方法:采用行动研究方法。主要发现:应用的便利性、改善的小组学习和对行动计划的承诺得到证实。理论与实践启示:应用了一种新的群体决策方法,并提出了一种灵活的解决方案,适用于非常多样化的问题。
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引用次数: 1
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