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Industry 4.0 Implementation in Small- and Medium-Sized Enterprises: Recommendations Extracted from a Systematic Literature Review with a Focus on Maturity Models 中小型企业实施工业 4.0:以成熟度模型为重点的系统性文献综述中提取的建议
Pub Date : 2023-12-12 DOI: 10.3390/logistics7040099
Kim Häring, Carina Pimentel, Leonor C. Teixeira
Background: Industry 4.0 signifies a profound global transformation in production and service activities through its novel organizational principles, including digital connectivity, information transparency, technical assistance, and decentralized decision making. This transformation poses significant challenges for businesses, particularly small- and medium-sized enterprises (SMEs). In response, maturity models have been developed and adapted to facilitate a transparent and supportive entry into this transformative domain. Method/Aim: This study is dedicated to the comprehensive analysis of Industry 4.0 maturity models through a systematic literature review to identify and evaluate previously published recommendations for the adoption and utilization of Industry 4.0. The aim is to provide valuable insights in this context, with a particular focus on easing entry into this domain for SMEs. Results: Quantitative findings reveal a growing demand for fundamental support when entering this domain, with maturity models capable of meeting the demand for structured guidance. However, these models are currently under-validated, lacking transparency, and are often unsuitable for SMEs. Qualitative results categorize numerous insights and recommendations into ten distinct categories related to Industry 4.0. Conclusions: This paper provides a structured summary to support newcomers, research institutions, and businesses in effectively initiating and optimizing their Industrsy 4.0 activities.
背景:工业 4.0 通过其新颖的组织原则,包括数字连接、信息透明、技术援助和分散决策,标志着全球生产和服务活动的深刻变革。这种转型给企业,尤其是中小企业(SMEs)带来了巨大挑战。为此,人们开发并调整了成熟度模型,以促进以透明和支持性的方式进入这一转型领域。方法/目的:本研究致力于通过系统的文献综述对工业 4.0 成熟度模型进行全面分析,以确定和评估之前发布的有关采用和利用工业 4.0 的建议。其目的是在此背景下提供有价值的见解,尤其侧重于为中小企业进入该领域提供便利。结果:定量研究结果表明,在进入这一领域时,对基本支持的需求日益增长,成熟度模型能够满足对结构化指导的需求。然而,这些模型目前尚未得到充分验证,缺乏透明度,而且往往不适合中小型企业。定性结果将众多见解和建议归纳为与工业 4.0 相关的十个不同类别。结论:本文提供了一个结构化摘要,以支持新来者、研究机构和企业有效启动和优化其工业 4.0 活动。
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引用次数: 0
An Integrated Methodology for Enhancing Reverse Logistics Flows and Networks in Industry 5.0 增强工业 5.0 中逆向物流流程和网络的综合方法论
Pub Date : 2023-12-11 DOI: 10.3390/logistics7040097
Al-Amin Abba Dabo, A. Hosseinian-Far
Background: This paper explores the potential of Industry 5.0 in driving societal transition to a circular economy. We focus on the strategic role of reverse logistics in this context, underlining its significance in optimizing resource use, reducing waste, and enhancing sustainable production and consumption patterns. Adopting sustainable industrial practices is critical to addressing global environmental challenges. Industry 5.0 offers opportunities for achieving these goals, particularly through the enhancement of reverse logistics processes. Methods: We propose an integrated methodology that combines binary logistic regression and decision trees to predict and optimize reverse logistics flows and networks within the Industry 5.0 framework. Results: The methodology demonstrates effective quantitative modeling of influential predictors in reverse logistics and provides a structured framework for understanding their interrelations. It yields actionable insights that enhance decision-making processes in supply chain management. Conclusions: The methodology supports the integration of advanced technologies and human-centered approaches into industrial reverse logistics, thereby improving resource sustainability, systemic innovation, and contributing to the broader goals of a circular economy. Future research should explore the scalability of this methodology across different industrial sectors and its integration with other Industry 5.0 technologies. Continuous refinement and adaptation of the methodology will be necessary to keep pace with the evolving landscape of industrial sustainability.
背景:本文探讨了工业 5.0 在推动社会向循环经济转型方面的潜力。我们重点关注逆向物流在这一背景下的战略作用,强调其在优化资源利用、减少浪费以及加强可持续生产和消费模式方面的重要意义。采用可持续工业实践对于应对全球环境挑战至关重要。工业 5.0 为实现这些目标提供了机遇,特别是通过加强逆向物流流程。方法:我们提出了一种结合二元逻辑回归和决策树的综合方法,用于预测和优化工业 5.0 框架内的逆向物流流和网络。结果:该方法展示了有效的定量影响因素:该方法对逆向物流中具有影响力的预测因素进行了有效的定量建模,并为理解它们之间的相互关系提供了一个结构化框架。它产生了可操作的洞察力,从而加强了供应链管理的决策过程。结论:该方法支持将先进技术和以人为本的方法整合到工业逆向物流中,从而改善资源的可持续性和系统创新,并为实现循环经济的更广泛目标做出贡献。未来的研究应探索该方法在不同工业领域的可扩展性,以及与其他工业 5.0 技术的整合。为了跟上工业可持续性不断发展的步伐,有必要对该方法进行不断完善和调整。
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引用次数: 0
Do We Perform Systematic Literature Review Right? A Scientific Mapping and Methodological Assessment 我们进行系统文献综述的方法正确吗?科学绘图和方法评估
Pub Date : 2023-11-27 DOI: 10.3390/logistics7040089
Mathew Azarian, Hao Yu, A. T. Shiferaw, T. K. Stevik
Background: Systematic literature review (SLR) is increasingly utilized to maximize the element of rigor and minimize the individual bias of research synthesis. An analysis of the Web of Science (WoS) database indicates that 90% of the literature review studies using SLR have been published between 2012 and 2022. However, this progressive agenda is impaired by the lack of methodological consistency and rigorousness. To fill this gap, this paper aims at mapping the theoretical comprehension and practices of SLR and providing a stepwise approach to employing such a framework. Methods: A comprehensive narrative review is used in this paper to analyze the studies concerning the literature review typology and the structural assessment of the SLR. Furthermore, the methodological approach of the literature review studies that adopted the SLR and were published in the Logistics journal is assessed across a set of vital criteria associated with conducting an SLR. Results: There is a concrete link between the purpose of a review, i.e., to describe, test, extend, or critique, and the literature review type. There are 17 distinct literature review types, e.g., a narrative review, a bibliometric analysis, etc., which must be justified meticulously regardless of the SLR. The ambiguity in conceiving the SLR either as a toolkit or a review type, the lack of justification regarding the review purpose and type, and vague conceptual distinguishment between the bibliometric analysis, as a distinct review type, and the SLR framework, are only a few of the shortcomings observed in the analyzed papers. Conclusions: Given the significant role of SLR in elevating the element of rigor within the literature review studies, it is deemed essential to employ this framework by paying attention to two holistic factors: (1) theoretical distinction between the literature review purpose, the literature review type, and the SLR; (2) strict adherence to the SLR procedure with a high degree of accuracy and explicitness.
背景:系统文献综述(Systematic literature review,SLR)被越来越多地用于最大限度地提高研究综述的严谨性和减少个体偏差。对科学网(WoS)数据库的分析表明,90%采用系统文献综述的文献综述研究发表于 2012 年至 2022 年之间。然而,由于缺乏方法上的一致性和严谨性,这一渐进议程受到了影响。为了填补这一空白,本文旨在绘制 SLR 的理论理解和实践图,并为采用这种框架提供一种循序渐进的方法。方法:本文采用综合叙述性综述的方法,分析了与文献综述类型学和 SLR 结构评估有关的研究。此外,本文还通过一系列与开展 SLR 相关的重要标准,对采用 SLR 并发表在《物流》期刊上的文献综述研究的方法论进行了评估。结果:综述的目的(即描述、测试、扩展或批判)与文献综述类型之间存在具体联系。有 17 种不同的文献综述类型,如叙述性综述、文献计量学分析等,无论 SLR 如何,都必须对其进行细致的论证。将 SLR 视为工具包或综述类型的模糊性、缺乏对综述目的和类型的论证,以及文献计量分析(作为一种独特的综述类型)与 SLR 框架之间概念上的模糊区分,只是所分析论文中存在的几个不足之处。结论:鉴于 SLR 在提高文献综述研究的严谨性方面发挥着重要作用,我们认为采用这一框架时必须注意两个整体因素:(1) 从理论上区分文献综述目的、文献综述类型和 SLR;(2) 严格遵守 SLR 程序,做到高度准确和明确。
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引用次数: 0
A Conceptual Framework for Logistics Management and Project Planning in the Clinical Trials Industry 临床试验行业物流管理和项目规划的概念框架
Pub Date : 2023-11-24 DOI: 10.3390/logistics7040088
Emad Sadoon, U. Venkatadri, Alireza Ghasemi
Background: Logistics management in the clinical trials industry is a very challenging undertaking because it involves multiple stakeholders, complex processes, diverse software applications, intensive white-collar jobs, and onerous quality standards. Current business practices are inefficient and difficult to automate technologies. Methods: This paper reviews the theories and concepts of clinical trials logistics management. The inefficiencies in current logistics management industry are then addressed by building a conceptual framework based on contemporary software tools and architectures, such as web portals, software agents, business process management system, project cards, and resource cards, all interacting with specialized software applications such as accounting, inventory, and label design software. The framework supports data analysis at multiple levels of decision making. To this end, a project planning tool for facilitating and optimizing the operational planning in this industry is designed and presented. Results: The planning tool also contributes to the literature by contrasting several different resource scenarios such as the shared pool, dedicated resources for each project, and the creation of several work groups with dedicated resources. These are Pareto trade-offs. Conclusions: A framework employing a business process management is proposed for clinical trials logistics management. Different managerial scenarios with shared, dedicated, and work group resources are investigated using a case study.
背景:临床试验行业的物流管理是一项极具挑战性的工作,因为它涉及多个利益相关者、复杂的流程、多样化的软件应用、高强度的白领工作以及繁重的质量标准。目前的业务实践效率低下,难以实现技术自动化。方法:本文回顾了临床试验物流管理的理论和概念。然后,针对当前物流管理行业效率低下的问题,建立了一个基于当代软件工具和架构的概念框架,如门户网站、软件代理、业务流程管理系统、项目卡和资源卡,所有这些都与会计、库存和标签设计软件等专业软件应用程序相互作用。该框架支持多层次的决策数据分析。为此,设计并展示了一个项目规划工具,用于促进和优化该行业的运营规划。结果:该规划工具还对比了几种不同的资源方案,如共享资源池、每个项目的专用资源,以及创建几个拥有专用资源的工作组,从而对文献做出了贡献。这些都是帕累托权衡。结论为临床试验物流管理提出了一个采用业务流程管理的框架。通过案例研究探讨了共享资源、专用资源和工作组资源的不同管理方案。
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引用次数: 0
A Multi-Stage Approach for External Trucks and Yard Cranes Scheduling with CO2 Emissions Considerations in Container Terminals 考虑二氧化碳排放因素的集装箱码头外部卡车和堆场起重机调度多阶段方法
Pub Date : 2023-11-22 DOI: 10.3390/logistics7040087
Ahmed Talaat, M. Gheith, Amr Eltawil
Background: In container terminals, optimizing the scheduling of external trucks and yard cranes is crucial as it directly impacts the truck turnaround time, which is one of the most critical performance measures. Furthermore, proper scheduling of external trucks contributes to reducing CO2 emissions. Methods: This paper proposes a new approach based on a mixed integer programming model to schedule external trucks and yard cranes with the objective of minimizing CO2 emissions and reducing truck turnaround time, the gap between trucking companies’ preferred arrival time and appointed time, and the energy consumption of yard cranes. The proposed approach combines data analysis and operations research techniques. Specifically, it employs a K-means clustering algorithm to reduce the number of necessary truck trips for container handling. Additionally, a two-stage mathematical model is applied. The first stage employs a bi-objective mathematical model to plan the arrival of external trucks at the terminal gates. The second stage involves a mathematical model that schedules yard cranes’ movements between different yard blocks. Results: The results show that implementing this methodology in a hypothetical case study may lead to a substantial daily reduction of approximately 31% in CO2 emissions. Additionally, the results provide valuable insights into the trade-off between satisfying the trucking companies’ preferred arrival time and the total turnaround time. Conclusions: The integration of data clustering with mathematical modeling demonstrates a notable reduction in emissions, underscoring the viability of this strategy in promoting sustainability in port-related activities.
背景:在集装箱码头,优化外部卡车和堆场起重机的调度至关重要,因为它直接影响到卡车的周转时间,而周转时间是最关键的性能指标之一。此外,外部卡车的合理调度还有助于减少二氧化碳排放。方法:本文提出了一种基于混合整数编程模型的新方法,用于调度外部卡车和堆场起重机,目标是最大限度地减少二氧化碳排放,缩短卡车周转时间、卡车运输公司首选到达时间与指定时间之间的差距以及堆场起重机的能耗。所提出的方法结合了数据分析和运筹学技术。具体来说,它采用 K 均值聚类算法来减少集装箱装卸所需的卡车行程次数。此外,还采用了两阶段数学模型。第一阶段采用双目标数学模型来规划外部卡车到达码头闸口的时间。第二阶段采用数学模型,安排堆场起重机在不同堆场区块之间的移动。结果结果表明,在假定案例研究中实施该方法可使每天的二氧化碳排放量大幅减少约 31%。此外,结果还提供了关于满足卡车运输公司首选到达时间与总周转时间之间权衡的宝贵见解。结论:将数据集群与数学建模相结合,可显著减少排放量,这表明这一策略在促进港口相关活动的可持续发展方面是可行的。
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引用次数: 0
Deep Learning and Statistical Models for Forecasting Transportation Demand: A Case Study of Multiple Distribution Centers 用于预测运输需求的深度学习和统计模型:多配送中心案例研究
Pub Date : 2023-11-22 DOI: 10.3390/logistics7040086
Fábio Polola Mamede, R. F. da Silva, Irineu de Brito Junior, H. Yoshizaki, C. M. Hino, C. Cugnasca
Background: Transportation demand forecasting is an essential activity for logistics operators and carriers. It leverages business operation decisions, infrastructure, management, and resource planning activities. Since 2015, there has been an increase in the use of deep learning models in this domain. However, there is a gap in works comparing traditional statistics and deep learning models for transportation demand forecasts. This work aimed to perform a case study of aggregated transportation demand forecasts in 54 distribution centers of a Brazilian carrier. Methods: A computational simulation and case study methods were applied, exploring the characteristics of the datasets through autoregressive integrated moving average (ARIMA) and its variations, in addition to a deep neural network, long short-term memory, known as LSTM. Eight scenarios were explored while considering different data preprocessing methods and evaluating how outliers, training and testing dataset splits during cross-validation, and the relevant hyperparameters of each model can affect the demand forecast. Results: The long short-term memory networks were observed to outperform the statistical methods in ninety-four percent of the dispatching units over the evaluated scenarios, while the autoregressive integrated moving average modeled the remaining five percent. Conclusions: This work found that forecasting transportation demands can address practical issues in supply chains, specially resource planning management.
背景:运输需求预测是物流运营商和承运商的一项基本活动。它有助于业务运营决策、基础设施、管理和资源规划活动。自 2015 年以来,深度学习模型在这一领域的应用越来越多。然而,在运输需求预测方面,比较传统统计模型和深度学习模型的工作还存在差距。这项工作旨在对巴西一家运输公司 54 个配送中心的运输需求预测进行案例研究。研究方法应用了计算模拟和案例研究方法,通过自回归综合移动平均值(ARIMA)及其变化,以及被称为 LSTM 的深度神经网络(长短期记忆)来探索数据集的特征。在考虑不同数据预处理方法的同时,还探讨了八种情况,并评估了异常值、交叉验证期间训练和测试数据集的分割以及每个模型的相关超参数如何影响需求预测。结果在所评估的情况下,在 94% 的调度单位中,长短期记忆网络的表现优于统计方法,而自回归综合移动平均法则对其余 5% 的调度单位进行了建模。结论:这项研究发现,运输需求预测可以解决供应链中的实际问题,特别是资源规划管理问题。
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引用次数: 0
Modeling Hospital Operating Theater Services: A System Dynamics Approach 医院手术室服务建模:系统动力学方法
Pub Date : 2023-11-17 DOI: 10.3390/logistics7040085
Md Mahfuzur Rahman, Rubayet Karim, Md. Moniruzzaman, Md. Afjal Hossain, Hammad Younes
Background: A hospital’s operating theater service system is a large-scale, complicated system that must be carefully managed to offer the best possible results for its patients. Unlike other industries such as manufacturing and logistics, system dynamics (SD) methodologies are not extensively applied in hospital operating theaters. This study deals with the future development and possible future scenarios for hospital operating rooms in Bangladesh. Methods: Due to demographic dynamics and demographic processes, increased pressures on hospital care are expected in Bangladesh. The SD model anticipates possible future scenarios, reconciles service capacities and the variability of patient demand, and reduces patient congestion and waiting times in the hospital area. This study introduces a causal loop diagram to show a causal link between the hospital operating theater system variables. It also introduces a stock flow diagram to understand the dynamic behavior of the system. Results: The model validation testing reports that in extreme conditions, such as a 50% reduction in the patient arrival rate, the model is valid and runs as usual. Conclusions: This first work of SD modeling for hospital operating theater systems can help healthcare managers, decision makers, or researchers of any responsibility level make better predictions in order to reduce patient waiting times and backlogs and make appropriate decisions.
背景:医院手术室服务系统是一个大规模的复杂系统,必须经过精心管理才能为患者提供最佳服务。与制造业和物流业等其他行业不同,系统动力学(SD)方法并未广泛应用于医院手术室。本研究涉及孟加拉国医院手术室的未来发展和可能的未来情景。方法:由于人口动态和人口进程,预计孟加拉国的医院护理压力将会增加。可持续发展模型预测了未来可能出现的情况,协调了服务能力和病人需求的变化,减少了医院区域的病人拥堵和等候时间。本研究引入了一个因果循环图,以显示医院手术室系统变量之间的因果联系。本研究还引入了库存流程图,以了解系统的动态行为。结果:模型验证测试报告显示,在极端条件下,如病人到达率降低 50%,模型是有效的,并能照常运行。结论:这是为医院手术室系统建立 SD 模型的首部作品,可帮助任何责任级别的医疗管理人员、决策者或研究人员做出更好的预测,以减少病人等待时间和积压,并做出适当的决策。
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引用次数: 0
Adopting Technological Innovations in the Air Cargo Logistics Industry in South Africa 南非航空货运物流业采用技术创新
Pub Date : 2023-11-16 DOI: 10.3390/logistics7040084
A. Adenigbo, Joash Mageto, Rose Luke
Background: The air cargo logistics industry has been deemed reluctant to adopt new technologies for their business operations. So, this study aims to examine the adoption of technological innovations in the air cargo logistics industry in South Africa. The specific objective is to emphasise the effects of technologies on air cargo logistics operations to address the reluctance to adopt technological innovations in the industry. Methods: A questionnaire survey was conducted randomly on three hundred and seventy-three (373) cargo agents at the OR Tambo International Airport. The data were subjected to a nonparametric test with Kruskal–Wallis, exploratory factor analysis and regression analysis to explore the effects of technologies for prompt adoption and implementation of emerging innovations that enhance quality service delivery. Results: The study found that promptly adopting emerging technological innovations in the air cargo logistics industry promotes efficient operations, improves warehousing, and enhances cargo delivery services for customer satisfaction. Also, the study established that technologically driven operations and warehousing are significant determinants of quality service delivery in the air cargo logistics industry. Conclusions: This study encourages the prompt adoption and implementation of technological innovations for improved quality service delivery, customer satisfaction, and loyalty in the air cargo logistics industry.
背景:航空货运物流业一直被认为不愿在业务运营中采用新技术。因此,本研究旨在探讨南非航空货运物流业采用技术创新的情况。具体目标是强调技术对航空货运物流业务的影响,以解决该行业不愿采用技术创新的问题。调查方法对奥尔坦博国际机场的三百七十三(373)名货运代理进行了随机问卷调查。对数据进行了 Kruskal-Wallis 非参数检验、探索性因素分析和回归分析,以探讨技术对迅速采用和实施新兴创新技术以提高服务质量的影响。研究结果研究发现,在航空货运物流业中及时采用新兴技术创新可促进高效运营、改善仓储和提高货物交付服务,从而提高客户满意度。研究还确定,技术驱动的运营和仓储是航空货运物流业提供优质服务的重要决定因素。结论本研究鼓励航空货运物流业迅速采用和实施技术创新,以提高服务质量、客户满意度和忠诚度。
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引用次数: 0
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Logistics
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