AI and OR in management of operations: history and trends

The last decade has seen a considerable growth in the use of Artificial Intelligence (AI) for operations management with the aim of finding solutions to problems that are increasing in complexity and scale. This paper begins by setting the context for the survey through a historical perspective of OR and AI. An extensive survey of applications of AI techniques for operations management, covering a total of over 1200 papers published from 1995 to 2004 is then presented. The survey utilizes Elsevier's ScienceDirect database as a source. Hence, the survey may not cover all the relevant journals but includes a sufficiently wide range of publications to make it representative of the research in the field. The papers are categorized into four areas of operations management: (a) design, (b) scheduling, (c) process planning and control and (d) quality, maintenance and fault diagnosis. Each of the four areas is categorized in terms of the AI techniques used: genetic algorithms, case-based reasoning, knowledge-based systems, fuzzy logic and hybrid techniques. The trends over the last decade are identified, discussed with respect to expected trends and directions for future work suggested

The 'what' and 'how' of learning in design, invited paper

Previous experiences hold a wealth of knowledge which we often take for granted and use unknowingly through our every day working lives. In design, those experiences can play a crucial role in the success or failure of a design project, having a great deal of influence on the quality, cost and development time of a product. But how can we empower computer based design systems to acquire this knowledge? How would we use such systems to support design? This paper outlines some of the work which has been carried out in applying and developing Machine Learning techniques to support the design activity; particularly in utilising previous designs and learning the design process

Intelligent systems in manufacturing: current developments and future prospects

Global competition and rapidly changing customer requirements are demanding increasing changes in manufacturing environments. Enterprises are required to constantly redesign their products and continuously reconfigure their manufacturing systems. Traditional approaches to manufacturing systems do not fully satisfy this new situation. Many authors have proposed that artificial intelligence will bring the flexibility and efficiency needed by manufacturing systems. This paper is a review of artificial intelligence techniques used in manufacturing systems. The paper first defines the components of a simplified intelligent manufacturing systems (IMS), the different Artificial Intelligence (AI) techniques to be considered and then shows how these AI techniques are used for the components of IMS

Maintaining retrieval knowledge in a case-based reasoning system.

The knowledge stored in a case base is central to the problem solving of a case-based reasoning (CBR) system. Therefore, case-base maintenance is a key component of maintaining a CBR system. However, other knowledge sources, such as indexing and similarity knowledge for improved case retrieval, also play an important role in CBR problem solving. For many CBR applications, the refinement of this retrieval knowledge is a necessary component of CBR maintenance. This article focuses on optimization of the parameters and feature selections/weights for the indexing and nearest-neighbor algorithms used by CBR retrieval. Optimization is applied after case-base maintenance and refines the CBR retrieval to reflect changes that have occurred to cases in the case base. The optimization process is generic and automatic, using knowledge contained in the cases. In this article we demonstrate its effectiveness on a real tablet formulation application in two maintenance scenarios. One scenario, a growing case base, is provided by two snapshots of a formulation database. A change in the company's formulation policy results in a second, more fundamental requirement for CBR maintenance. We show that after case-base maintenance, the CBR system did indeed benefit from also refining the retrieval knowledge. We believe that existing CBR shells would benefit from including an option to automatically optimize the retrieval process

Integration of decision support systems to improve decision support performance

Decision support system (DSS) is a well-established research and development area. Traditional isolated, stand-alone DSS has been recently facing new challenges. In order to improve the performance of DSS to meet the challenges, research has been actively carried out to develop integrated decision support systems (IDSS). This paper reviews the current research efforts with regard to the development of IDSS. The focus of the paper is on the integration aspect for IDSS through multiple perspectives, and the technologies that support this integration. More than 100 papers and software systems are discussed. Current research efforts and the development status of IDSS are explained, compared and classified. In addition, future trends and challenges in integration are outlined. The paper concludes that by addressing integration, better support will be provided to decision makers, with the expectation of both better decisions and improved decision making processes

AI Solutions for MDS: Artificial Intelligence Techniques for Misuse Detection and Localisation in Telecommunication Environments

This report considers the application of Articial Intelligence (AI) techniques to the problem of misuse detection and misuse localisation within telecommunications environments. A broad survey of techniques is provided, that covers inter alia rule based systems, model-based systems, case based reasoning, pattern matching, clustering and feature extraction, articial neural networks, genetic algorithms, arti cial immune systems, agent based systems, data mining and a variety of hybrid approaches. The report then considers the central issue of event correlation, that is at the heart of many misuse detection and localisation systems. The notion of being able to infer misuse by the correlation of individual temporally distributed events within a multiple data stream environment is explored, and a range of techniques, covering model based approaches, `programmed' AI and machine learning paradigms. It is found that, in general, correlation is best achieved via rule based approaches, but that these suffer from a number of drawbacks, such as the difculty of developing and maintaining an appropriate knowledge base, and the lack of ability to generalise from known misuses to new unseen misuses. Two distinct approaches are evident. One attempts to encode knowledge of known misuses, typically within rules, and use this to screen events. This approach cannot generally detect misuses for which it has not been programmed, i.e. it is prone to issuing false negatives. The other attempts to `learn' the features of event patterns that constitute normal behaviour, and, by observing patterns that do not match expected behaviour, detect when a misuse has occurred. This approach is prone to issuing false positives, i.e. inferring misuse from innocent patterns of behaviour that the system was not trained to recognise. Contemporary approaches are seen to favour hybridisation, often combining detection or localisation mechanisms for both abnormal and normal behaviour, the former to capture known cases of misuse, the latter to capture unknown cases. In some systems, these mechanisms even work together to update each other to increase detection rates and lower false positive rates. It is concluded that hybridisation offers the most promising future direction, but that a rule or state based component is likely to remain, being the most natural approach to the correlation of complex events. The challenge, then, is to mitigate the weaknesses of canonical programmed systems such that learning, generalisation and adaptation are more readily facilitated

A survey of AI in operations management from 2005 to 2009

Purpose: the use of AI for operations management, with its ability to evolve solutions, handle uncertainty and perform optimisation continues to be a major field of research. The growing body of publications over the last two decades means that it can be difficult to keep track of what has been done previously, what has worked, and what really needs to be addressed. Hence this paper presents a survey of the use of AI in operations management aimed at presenting the key research themes, trends and directions of research. Design/methodology/approach: the paper builds upon our previous survey of this field which was carried out for the ten-year period 1995-2004. Like the previous survey, it uses Elsevier’s Science Direct database as a source. The framework and methodology adopted for the survey is kept as similar as possible to enable continuity and comparison of trends. Thus, the application categories adopted are: design; scheduling; process planning and control; and quality, maintenance and fault diagnosis. Research on utilising neural networks, case-based reasoning (CBR), fuzzy logic (FL), knowledge-Based systems (KBS), data mining, and hybrid AI in the four application areas are identified. Findings: the survey categorises over 1,400 papers, identifying the uses of AI in the four categories of operations management and concludes with an analysis of the trends, gaps and directions for future research. The findings include: the trends for design and scheduling show a dramatic increase in the use of genetic algorithms since 2003 that reflect recognition of their success in these areas; there is a significant decline in research on use of KBS, reflecting their transition into practice; there is an increasing trend in the use of FL in quality, maintenance and fault diagnosis; and there are surprising gaps in the use of CBR and hybrid methods in operations management that offer opportunities for future research. Design/methodology/approach: the paper builds upon our previous survey of this field which was carried out for the 10 year period 1995 to 2004 (Kobbacy et al. 2007). Like the previous survey, it uses the Elsevier’s ScienceDirect database as a source. The framework and methodology adopted for the survey is kept as similar as possible to enable continuity and comparison of trends. Thus the application categories adopted are: (a) design, (b) scheduling, (c) process planning and control and (d) quality, maintenance and fault diagnosis. Research on utilising neural networks, case based reasoning, fuzzy logic, knowledge based systems, data mining, and hybrid AI in the four application areas are identified. Findings: The survey categorises over 1400 papers, identifying the uses of AI in the four categories of operations management and concludes with an analysis of the trends, gaps and directions for future research. The findings include: (a) The trends for Design and Scheduling show a dramatic increase in the use of GAs since 2003-04 that reflect recognition of their success in these areas, (b) A significant decline in research on use of KBS, reflecting their transition into practice, (c) an increasing trend in the use of fuzzy logic in Quality, Maintenance and Fault Diagnosis, (d) surprising gaps in the use of CBR and hybrid methods in operations management that offer opportunities for future research. Originality/value: This is the largest and most comprehensive study to classify research on the use of AI in operations management to date. The survey and trends identified provide a useful reference point and directions for future research

Lightweight Adaptation of Classifiers to Users and Contexts: Trends of the Emerging Domain

Intelligent computer applications need to adapt their behaviour to contexts and users, but conventional classifier adaptation methods require long data collection and/or training times. Therefore classifier adaptation is often performed as follows: at design time application developers define typical usage contexts and provide reasoning models for each of these contexts, and then at runtime an appropriate model is selected from available ones. Typically, definition of usage contexts and reasoning models heavily relies on domain knowledge. However, in practice many applications are used in so diverse situations that no developer can predict them all and collect for each situation adequate training and test databases. Such applications have to adapt to a new user or unknown context at runtime just from interaction with the user, preferably in fairly lightweight ways, that is, requiring limited user effort to collect training data and limited time of performing the adaptation. This paper analyses adaptation trends in several emerging domains and outlines promising ideas, proposed for making multimodal classifiers user-specific and context-specific without significant user efforts, detailed domain knowledge, and/or complete retraining of the classifiers. Based on this analysis, this paper identifies important application characteristics and presents guidelines to consider these characteristics in adaptation design

Similarity and explanation for dynamic telecommunication engineer support.

Understanding similarity between different examples is a crucial aspect of Case-Based Reasoning (CBR) systems, but learning representations optimised for similarity comparisons can be difficult. CBR systems typically rely on separate algorithms to learn representations for cases and to compare those representations, as symbolised by the vocabulary and similarity knowledge containers respectively. Deep Metric Learners (DMLs) are a branch of deep learning architectures which learn a representation optimised for similarity comparison by leveraging direct case comparisons during training. In this thesis we explore the symbiotic relationship between these two fields of research. Firstly we examine what can be learned from traditional CBR research to improve the training of DMLs through training strategies. We then examine how DMLs can fill the traditionally separate roles of the vocabulary and similarity knowledge containers. We perform this exploration on the real-world problem of experience transfer between experts and non-experts on service provisioning for telecommunication organisations. This problem is also revealing about the requirements for practical applications to be explainable to their intended user group. With that in mind, we conclude this thesis with work towards the development of an explanation framework designed to explain the recommendations of similarity-based classifiers. We support this practical contribution with an exploration of similarity knowledge to support autonomous measurement of explanation quality

Case based reasoning as a model for cognitive artificial intelligence.

Cognitive Systems understand the world through learning and experience. Case Based Reasoning (CBR) systems naturally capture knowledge as experiences in memory and they are able to learn new experiences to retain in their memory. CBR's retrieve and reuse reasoning is also knowledge-rich because of its nearest neighbour retrieval and analogy-based adaptation of retrieved solutions. CBR is particularly suited to domains where there is no well-defined theory, because they have a memory of experiences of what happened, rather than why/how it happened. CBR's assumption that 'similar problems have similar solutions' enables it to understand the contexts for its experiences and the 'bigger picture' from clusters of cases, but also where its similarity assumption is challenged. Here we explore cognition and meta-cognition for CBR through self-refl ection and introspection of both memory and retrieve and reuse reasoning. Our idea is to embed and exploit cognitive functionality such as insight, intuition and curiosity within CBR to drive robust, and even explainable, intelligence that will achieve problemsolving in challenging, complex, dynamic domains