Data Science and Analytics in Industrial Maintenance: Selection, Evaluation, and Application of Data-Driven Methods

Data-driven maintenance bears the potential to realize various benefits based on multifaceted data assets generated in increasingly digitized industrial environments. By taking advantage of modern methods and technologies from the field of data science and analytics (DSA), it is possible, for example, to gain a better understanding of complex technical processes and to anticipate impending machine faults and failures at an early stage. However, successful implementation of DSA projects requires multidisciplinary expertise, which can rarely be covered by individual employees or single units within an organization. This expertise covers, for example, a solid understanding of the domain, analytical method and modeling skills, experience in dealing with different source systems and data structures, and the ability to transfer suitable solution approaches into information systems. Against this background, various approaches have emerged in recent years to make the implementation of DSA projects more accessible to broader user groups. These include structured procedure models, systematization and modeling frameworks, domain-specific benchmark studies to illustrate best practices, standardized DSA software solutions, and intelligent assistance systems. The present thesis ties in with previous efforts and provides further contributions for their continuation. More specifically, it aims to create supportive artifacts for the selection, evaluation, and application of data-driven methods in the field of industrial maintenance. For this purpose, the thesis covers four artifacts, which were developed in several publications. These artifacts include (i) a comprehensive systematization framework for the description of central properties of recurring data analysis problems in the field of industrial maintenance, (ii) a text-based assistance system that offers advice regarding the most suitable class of analysis methods based on natural language and domain-specific problem descriptions, (iii) a taxonomic evaluation framework for the systematic assessment of data-driven methods under varying conditions, and (iv) a novel solution approach for the development of prognostic decision models in cases of missing label information. Individual research objectives guide the construction of the artifacts as part of a systematic research design. The findings are presented in a structured manner by summarizing the results of the corresponding publications. Moreover, the connections between the developed artifacts as well as related work are discussed. Subsequently, a critical reflection is offered concerning the generalization and transferability of the achieved results. Thus, the thesis not only provides a contribution based on the proposed artifacts; it also paves the way for future opportunities, for which a detailed research agenda is outlined.:List of Figures List of Tables List of Abbreviations 1 Introduction 1.1 Motivation 1.2 Conceptual Background 1.3 Related Work 1.4 Research Design 1.5 Structure of the Thesis 2 Systematization of the Field 2.1 The Current State of Research 2.2 Systematization Framework 2.3 Exemplary Framework Application 3 Intelligent Assistance System for Automated Method Selection 3.1 Elicitation of Requirements 3.2 Design Principles and Design Features 3.3 Prototypical Instantiation and Evaluation 4 Taxonomic Framework for Method Evaluation 4.1 Survey of Prognostic Solutions 4.2 Taxonomic Evaluation Framework 4.3 Exemplary Framework Application 5 Method Application Under Industrial Conditions 5.1 Conceptualization of a Solution Approach 5.2 Prototypical Implementation and Evaluation 6 Discussion of the Results 6.1 Connections Between Developed Artifacts and Related Work 6.2 Generalization and Transferability of the Results 7 Concluding Remarks Bibliography Appendix I: Implementation Details Appendix II: List of Publications A Publication P1: Focus Area Systematization B Publication P2: Focus Area Method Selection C Publication P3: Focus Area Method Selection D Publication P4: Focus Area Method Evaluation E Publication P5: Focus Area Method ApplicationDatengetriebene Instandhaltung birgt das Potential, aus den in Industrieumgebungen vielfältig anfallenden Datensammlungen unterschiedliche Nutzeneffekte zu erzielen. Unter Verwendung von modernen Methoden und Technologien aus dem Bereich Data Science und Analytics (DSA) ist es beispielsweise möglich, das Verhalten komplexer technischer Prozesse besser nachzuvollziehen oder bevorstehende Maschinenausfälle und Fehler frühzeitig zu erkennen. Eine erfolgreiche Umsetzung von DSA-Projekten erfordert jedoch multidisziplinäres Expertenwissen, welches sich nur selten von einzelnen Personen bzw. Einheiten innerhalb einer Organisation abdecken lässt. Dies umfasst beispielsweise ein fundiertes Domänenverständnis, Kenntnisse über zahlreiche Analysemethoden, Erfahrungen im Umgang mit verschiedenen Quellsystemen und Datenstrukturen sowie die Fähigkeit, geeignete Lösungsansätze in Informationssysteme zu überführen. Vor diesem Hintergrund haben sich in den letzten Jahren verschiedene Ansätze herausgebildet, um die Durchführung von DSA-Projekten für breitere Anwendergruppen zugänglich zu machen. Dazu gehören strukturierte Vorgehensmodelle, Systematisierungs- und Modellierungsframeworks, domänenspezifische Benchmark-Studien zur Veranschaulichung von Best Practices, Standardlösungen für DSA-Software und intelligente Assistenzsysteme. An diese Arbeiten knüpft die vorliegende Dissertation an und liefert weitere Artefakte, um insbesondere die Selektion, Evaluation und Anwendung datengetriebener Methoden im Bereich der industriellen Instandhaltung zu unterstützen. Insgesamt erstreckt sich die Abhandlung auf vier Artefakte, die in einzelnen Publikationen erarbeitet wurden. Dies umfasst (i) ein umfangreiches Systematisierungsframework zur Beschreibung zentraler Ausprägungen wiederkehrender Datenanalyseprobleme im Bereich der industriellen Instandhaltung, (ii) ein textbasiertes Assistenzsystem, welches ausgehend von natürlichsprachlichen und domänenspezifischen Problembeschreibungen eine geeignete Klasse von Analysemethoden vorschlägt, (iii) ein taxonomisches Evaluationsframework zur systematischen Bewertung von datengetriebenen Methoden unter verschiedenen Rahmenbedingungen sowie (iv) einen neuartigen Lösungsansatz zur Entwicklung von prognostischen Entscheidungsmodellen im Fall von eingeschränkter Informationslage. Die Konstruktion der Artefakte wird durch einzelne Forschungsziele im Rahmen eines systematischen Forschungsdesigns angeleitet. Neben der Darstellung der einzelnen Forschungsbeiträge unter Bezugnahme auf die erzielten Ergebnisse der dazugehörigen Publikationen werden auch die Verbindungen zwischen den entwickelten Artefakten beleuchtet und Zusammenhänge zu angrenzenden Arbeiten hergestellt. Zudem erfolgt eine kritische Reflektion der Ergebnisse hinsichtlich ihrer Verallgemeinerung und Übertragung auf andere Rahmenbedingungen. Dadurch liefert die vorliegende Abhandlung nicht nur einen Beitrag anhand der erzeugten Artefakte, sondern ebnet auch den Weg für fortführende Forschungsarbeiten, wofür eine detaillierte Forschungsagenda erarbeitet wird.:List of Figures List of Tables List of Abbreviations 1 Introduction 1.1 Motivation 1.2 Conceptual Background 1.3 Related Work 1.4 Research Design 1.5 Structure of the Thesis 2 Systematization of the Field 2.1 The Current State of Research 2.2 Systematization Framework 2.3 Exemplary Framework Application 3 Intelligent Assistance System for Automated Method Selection 3.1 Elicitation of Requirements 3.2 Design Principles and Design Features 3.3 Prototypical Instantiation and Evaluation 4 Taxonomic Framework for Method Evaluation 4.1 Survey of Prognostic Solutions 4.2 Taxonomic Evaluation Framework 4.3 Exemplary Framework Application 5 Method Application Under Industrial Conditions 5.1 Conceptualization of a Solution Approach 5.2 Prototypical Implementation and Evaluation 6 Discussion of the Results 6.1 Connections Between Developed Artifacts and Related Work 6.2 Generalization and Transferability of the Results 7 Concluding Remarks Bibliography Appendix I: Implementation Details Appendix II: List of Publications A Publication P1: Focus Area Systematization B Publication P2: Focus Area Method Selection C Publication P3: Focus Area Method Selection D Publication P4: Focus Area Method Evaluation E Publication P5: Focus Area Method Applicatio

A Proposal for Supply Chain Management Research That Matters: Sixteen High Priority Research Projects for the Future

On May 4th, 2016 in Milton, Ontario, the World Class Supply Chain 2016 Summit was held in partnership between CN Rail and Wilfrid Laurier University’s Lazaridis School of Business & Economics to realize an ambitious goal: raise knowledge of contemporary supply chain management (SCM) issues through genuine peer-­‐to-­‐peer dialogue among practitioners and scholars. A principal element of that knowledge is an answer to the question: to gain valid and reliable insights for attaining SCM excellence, what issues must be researched further? This White Paper—which is the second of the summit’s two White Papers—addresses the question by proposing a research agenda comprising 16 research projects. This research agenda covers the following: The current state of research knowledge on issues that are of the highest priority to today’s SCM professionals Important gaps in current research knowledge and, consequently, the major questions that should be answered in sixteen future research projects aimed at addressing those gaps Ways in which the research projects can be incorporated into student training and be supported by Canada’s major research funding agencies That content comes from using the summit’s deliberations to guide systematic reviews of both the SCM research literature and Canadian institutional mechanisms that are geared towards building knowledge through research. The major conclusions from those reviews can be summarized as follows: While the research literature to date has yielded useful insights to inform the pursuit of SCM excellence, several research questions of immense practical importance remain unanswered or, at best, inadequately answered The body of research required to answer those questions will have to focus on what the summit’s first White Paper presented as four highly impactful levers that SCM executives must expertly handle to attain excellence: collaboration; information; technology; and talent The proposed research agenda can be pursued in ways that achieve the two inter-­‐related goals of creating new actionable knowledge and building the capacity of today’s students to become tomorrow’s practitioners and contributors to ongoing knowledge growth in the SCM field This White Paper’s details underlying these conclusions build on the information presented in the summit’s first White Paper. That is, while the first White Paper (White Paper 1) identified general SCM themes for which the research needs are most urgent, this White Paper goes further along the path of industry-academia knowledge co-creation. It does so by examining and articulating those needs against the backdrop of available research findings, translating the needs into specific research projects that should be pursued, and providing guidelines for how those projects can be carried out

Visual Perception and Cognition in Image-Guided Intervention

Surgical image visualization and interaction systems can dramatically affect the efficacy and efficiency of surgical training, planning, and interventions. This is even more profound in the case of minimally-invasive surgery where restricted access to the operative field in conjunction with limited field of view necessitate a visualization medium to provide patient-specific information at any given moment. Unfortunately, little research has been devoted to studying human factors associated with medical image displays and the need for a robust, intuitive visualization and interaction interfaces has remained largely unfulfilled to this day. Failure to engineer efficient medical solutions and design intuitive visualization interfaces is argued to be one of the major barriers to the meaningful transfer of innovative technology to the operating room. This thesis was, therefore, motivated by the need to study various cognitive and perceptual aspects of human factors in surgical image visualization systems, to increase the efficiency and effectiveness of medical interfaces, and ultimately to improve patient outcomes. To this end, we chose four different minimally-invasive interventions in the realm of surgical training, planning, training for planning, and navigation: The first chapter involves the use of stereoendoscopes to reduce morbidity in endoscopic third ventriculostomy. The results of this study suggest that, compared with conventional endoscopes, the detection of the basilar artery on the surface of the third ventricle can be facilitated with the use of stereoendoscopes, increasing the safety of targeting in third ventriculostomy procedures. In the second chapter, a contour enhancement technique is described to improve preoperative planning of arteriovenous malformation interventions. The proposed method, particularly when combined with stereopsis, is shown to increase the speed and accuracy of understanding the spatial relationship between vascular structures. In the third chapter, an augmented-reality system is proposed to facilitate the training of planning brain tumour resection. The results of our user study indicate that the proposed system improves subjects\u27 performance, particularly novices\u27, in formulating the optimal point of entry and surgical path independent of the sensorimotor tasks performed. In the last chapter, the role of fully-immersive simulation environments on the surgeons\u27 non-technical skills to perform vertebroplasty procedure is investigated. Our results suggest that while training surgeons may increase their technical skills, the introduction of crisis scenarios significantly disturbs the performance, emphasizing the need of realistic simulation environments as part of training curriculum