A rough set approach for evaluating vague customer requirement of industrial product-service system_Wenyan Songa
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International Journal <strong>of</strong> Production Research, 2013<br />
Vol. 51, No. 22, 6681–6701, http://dx.doi.org/10.1080/00207543.2013.832435<br />
A <strong>rough</strong> <strong>set</strong> <strong>approach</strong> <strong>for</strong> <strong>evaluating</strong> <strong>vague</strong> <strong>customer</strong> <strong>requirement</strong> <strong>of</strong> <strong>industrial</strong><br />
<strong>product</strong>-<strong>service</strong> <strong>system</strong><br />
<strong>Wenyan</strong> Song a *, Xinguo Ming a , Yi Han b and Zhenyong Wu a<br />
a State Key Laboratory <strong>of</strong> Mechanical System and Vibration, Institute <strong>of</strong> Computer Integrated Manufacturing, School <strong>of</strong> Mechanical<br />
Engineering, Shanghai Jiao Tong University, Shanghai, China; b Department <strong>of</strong> Organization Management, Guanghua School <strong>of</strong><br />
Management, Peking University, Beijing, China<br />
(Received 1 April 2013; accepted 30 July 2013)<br />
This research mainly focuses on the <strong>customer</strong> <strong>requirement</strong>s’ evaluation in the early development <strong>of</strong> <strong>industrial</strong> <strong>product</strong><strong>service</strong><br />
<strong>system</strong> (IPS 2 ). IPS 2 can maintain and enhance manufacturer’s competitiveness by integrating tangible <strong>product</strong><br />
and intangible <strong>service</strong>. Accurately capturing and understanding <strong>customer</strong> <strong>requirement</strong> are critical <strong>for</strong> successfully developing<br />
the right IPS 2 <strong>for</strong> the right <strong>customer</strong>. However, there are few researches on <strong>requirement</strong> evaluation in the early<br />
planning phase <strong>of</strong> IPS 2 development. And IPS 2 <strong>requirement</strong> evaluation <strong>of</strong>ten involves much subjectivity and <strong>vague</strong>ness.<br />
To solve these problems, a <strong>system</strong>atic evaluation <strong>approach</strong> <strong>for</strong> eliciting and assessing IPS 2 <strong>requirement</strong> under <strong>vague</strong>ness<br />
is proposed. The proposed model <strong>of</strong> <strong>industrial</strong> <strong>customer</strong> activity cycle can efficiently support <strong>requirement</strong> elicitation from<br />
the lifecycle perspective. Besides, the integrated <strong>rough</strong> group analytic hierarchy process method can effectively deal with<br />
subjectivity and <strong>vague</strong>ness in the IPS 2 <strong>requirement</strong> evaluation process. To demonstrate the potential <strong>of</strong> the <strong>approach</strong>, an<br />
application in an air compressors <strong>system</strong> is also illustrated.<br />
Keywords: <strong>requirement</strong> evaluation; <strong>industrial</strong> <strong>product</strong>-<strong>service</strong> <strong>system</strong> (IPS 2 ); <strong>industrial</strong> <strong>customer</strong> activity cycle (I-CAC);<br />
<strong>rough</strong> group analytic hierarchy process (AHP)<br />
1. Introduction<br />
With intensified competitions in manufacturing industry, companies have to keep close relationship with <strong>customer</strong>s and<br />
<strong>of</strong>fer high value-added solutions (Chen and Sackett 2007; Gebauer 2008). Customer <strong>requirement</strong>s determine what companies<br />
supply in today’s demand-driven market (Galbraith 2002; van Halen, Vezzoli, and Wimmer 2005). Nowadays,<br />
<strong>customer</strong>s tend to require more comprehensive solutions, not just <strong>product</strong>s or <strong>service</strong>s; accordingly, manufacturers<br />
should shift to more <strong>system</strong>atic thinking and aim at <strong>of</strong>fering integrated bundles <strong>of</strong> <strong>product</strong>s and <strong>service</strong>s, which is also<br />
known as <strong>product</strong>-<strong>service</strong> <strong>system</strong>s (PSS) or hybrid <strong>product</strong>s (Mont 2002). In this context, the <strong>industrial</strong> <strong>product</strong>-<strong>service</strong><br />
<strong>system</strong>s (IPS 2 ) (Meier, Roy, and Seliger 2010), characterised by the integration <strong>of</strong> tangible <strong>product</strong> and intangible <strong>service</strong>,<br />
is regarded as the key to increase competitiveness <strong>of</strong> a manufacturer. Industrial solutions integrating <strong>product</strong>s and<br />
<strong>service</strong>s are now a common practice in many business-to-businesses (B2B) applications, which can maintain or enhance<br />
functionality <strong>of</strong> a <strong>product</strong> or a <strong>service</strong> if properly integrated (Müller, Schulz, and Stark 2010).<br />
To <strong>of</strong>fer integrated <strong>industrial</strong> solutions, <strong>requirement</strong> elicitation and prioritisation have decisive roles in the<br />
development <strong>of</strong> IPS 2 th<strong>rough</strong> considering the <strong>requirement</strong>s <strong>of</strong> the stakeholders <strong>system</strong>atically. Although many researchers<br />
provide some generic guidelines <strong>for</strong> the <strong>product</strong> <strong>requirement</strong>s’ generation and prioritisation, there are few such<br />
<strong>approach</strong>es <strong>for</strong>mally introduced <strong>for</strong> IPS 2 development. Many researchers mentioned <strong>customer</strong> <strong>requirement</strong>s without<br />
<strong>of</strong>fering methodological supports to handle them at a more detailed level (Ericson et al. 2009). In literature and in<br />
practice, a methodology <strong>for</strong> <strong>requirement</strong> elicitation and prioritisation with regard to IPS 2 is missing. One <strong>of</strong> the major<br />
challenges is to successfully elicit different expectations <strong>of</strong> different stakeholders due to lack <strong>of</strong> effective <strong>requirement</strong><br />
generation tools <strong>for</strong> IPS 2 . The other challenge is to prioritise the <strong>requirement</strong> list, i.e. <strong>requirement</strong> prioritisation.<br />
However, this is difficult due to the qualitative, arbitrary and ambiguous linguistic judgements and preferences. Different<br />
experts have different knowledge and experiences and each expert judges the importance <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>s from<br />
his/her own subjective perceptions and feelings, which would lead to subjectivity. The <strong>vague</strong>ness exists in the<br />
*Corresponding author. Email: 198212swy@163.com<br />
Ó 2013 Taylor & Francis
6682 W. Song et al.<br />
judgement scales that are <strong>of</strong>ten defined fuzzily and not known precisely, such as ‘low’, ‘moderate’ and ‘high’. The<br />
objective <strong>of</strong> this study is to provide a <strong>system</strong>atic support <strong>for</strong> the elicitation and prioritisation <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>s<br />
during the planning and early development phase <strong>of</strong> an IPS 2 .<br />
There are still no methods to effectively elicit <strong>requirement</strong> <strong>of</strong> IPS 2 and manipulate the subjectivity and <strong>vague</strong>ness in<br />
them until now. The main contributions <strong>of</strong> this research are as follows:<br />
• The research firstly introduces <strong>industrial</strong> <strong>customer</strong> activity cycle (I-CAC) to provide a structural way <strong>for</strong> the<br />
IPS 2 <strong>requirement</strong>s elicitation, which enables all <strong>requirement</strong>s to be concretised based on the stakeholders’ interaction<br />
around <strong>customer</strong> activity.<br />
•<br />
Based on the elicited <strong>requirement</strong>s, the <strong>rough</strong> group analytic hierarchy process (AHP) method is used to effectively<br />
manipulate subjectivity and <strong>vague</strong>ness <strong>of</strong> IPS 2 <strong>requirement</strong> judgements with <strong>rough</strong> logic under <strong>vague</strong><br />
environment.<br />
•<br />
The proposed <strong>approach</strong> provides a more rational <strong>requirement</strong> evaluation framework without demanding much<br />
prior in<strong>for</strong>mation.<br />
The rest <strong>of</strong> this paper is organised as follows: literature review which serves as basis <strong>of</strong> the proposed method are<br />
reviewed in Section 2. The research method is described in Section 3. The proposed <strong>rough</strong> <strong>set</strong> group <strong>requirement</strong> evaluation<br />
<strong>approach</strong> is explained in Section 4. The proposed method is illustrated with a case study <strong>of</strong> the air compressor in<br />
Section 5. Also, the authors make a comparison between fuzzy AHP <strong>approach</strong> (Kwong and Bai 2002) and the proposed<br />
<strong>approach</strong> to show advantages <strong>of</strong> proposed method in manipulating the subjectivity and <strong>vague</strong>ness in this section. The<br />
conclusions and recommendation are <strong>of</strong>fered in Section 6.<br />
2. Literature review<br />
2.1 Industrial <strong>product</strong>-<strong>service</strong> <strong>system</strong> (IPS 2 )<br />
Although there have been some researches about IPS 2 , a <strong>system</strong>atic review <strong>of</strong> the IPS 2 <strong>requirement</strong> research domain is<br />
still missing. However, <strong>requirement</strong> elicitation and prioritisation are important inputs <strong>for</strong> designing effective and innovative<br />
IPS 2 . The manufacturer may be failed in development <strong>of</strong> IPS 2 if it cannot capture key <strong>requirement</strong>s <strong>of</strong> <strong>customer</strong>s.<br />
The high complexity in manufacturing <strong>system</strong>s and the fast changing <strong>customer</strong> needs have altered the perception <strong>of</strong><br />
<strong>product</strong> engineering. New innovative solutions are necessary to ensure business success. The concept <strong>of</strong> IPS 2 (Aurich,<br />
Schweitzer, and Fuchs 2007) originates from technical PSS (Aurich, Fuchs, and Wagenknecht 2006), i.e. the application<br />
<strong>of</strong> PSS in specific <strong>industrial</strong> context. Meier and Krug (2006) later label <strong>industrial</strong> <strong>product</strong>-<strong>service</strong> <strong>system</strong>s as IPS 2 . IPS 2<br />
initially aims at integrating <strong>product</strong>s and <strong>service</strong>s in the phase <strong>of</strong> development and delivery. It is characterised by the<br />
integrated and mutually determined planning, development, provision and use <strong>of</strong> <strong>product</strong> and <strong>service</strong> shares including<br />
its immanent s<strong>of</strong>tware components in B2B applications and it represents a knowledge-intensive socio-technical <strong>system</strong><br />
(Meier, Roy, and Seliger 2010). Customising an IPS 2 is primarily based on partially substituting <strong>product</strong> and <strong>service</strong><br />
components to meet <strong>customer</strong> <strong>requirement</strong>s. The objective <strong>of</strong> IPS 2 is to add value to satisfy <strong>customer</strong> needs during the<br />
whole lifecycle <strong>of</strong> a PSS (Müller et al. 2009). The basic idea <strong>of</strong> IPS 2 is not to separately provide <strong>product</strong>s and <strong>service</strong>s<br />
but to <strong>of</strong>fer a defined result, a <strong>system</strong>’s availability or even functionality. It is mainly driven by a <strong>system</strong>atic blending <strong>of</strong><br />
goods with <strong>industrial</strong> <strong>service</strong>s, such as maintenance, adoption to changing needs, reconfiguration and upgrading, etc.<br />
Those <strong>service</strong> shares <strong>of</strong> IPS 2 are provided over the whole life cycle to enhance <strong>customer</strong> value (Matzen, Tan, and<br />
Andreasen 2005; Tan and McAloone 2006).<br />
Tukker (2004) proposes that the IPS 2 could be classified into three categories, i.e. <strong>product</strong>-oriented, use-oriented and<br />
result-oriented. In the <strong>product</strong>-oriented IPS 2 , the provider <strong>of</strong>fers the sale <strong>of</strong> <strong>product</strong>s and also opens <strong>service</strong> channels <strong>for</strong><br />
additional <strong>service</strong> shares such as upgrades, maintenance and consultancy. In the use-oriented IPS 2 , the provider maintains<br />
the rights to a <strong>product</strong> and makes the <strong>product</strong> available <strong>for</strong> use in a <strong>service</strong> environment via <strong>service</strong> shares such as<br />
<strong>product</strong> leasing and renting. In the result-oriented IPS 2 , the provider delivers <strong>service</strong> content independent <strong>of</strong> <strong>product</strong><br />
choice, such as activity management, pay per <strong>service</strong> unit and functional result. IPS² strategy must adapt to the specific<br />
IPS² business model (function-oriented, availability-oriented and result-oriented) to the certain market segments (Meier,<br />
Völker, and Funke 2011). Yang et al. (2009) propose an engineering methodology utilising <strong>product</strong> life cycle data <strong>for</strong><br />
realising <strong>product</strong>-oriented PSS and use-oriented PSS <strong>for</strong> consumer <strong>product</strong>s. Each IPS² has a general lifecycle <strong>of</strong><br />
planning, development, implementation, operation and closure, which is determined by the phases <strong>of</strong> the established<br />
<strong>product</strong>/<strong>service</strong> phases (Meier and Uhlmann 2012).<br />
IPS 2 is also <strong>customer</strong> lifecycle-oriented integrations <strong>of</strong> <strong>product</strong>s and <strong>service</strong>s, realised in an extended value creation<br />
network (Aurich, Fuchs, and Wagenknecht 2006; Mont 2002). In fact, every IPS 2 has a specific network organisation
International Journal <strong>of</strong> Production Research 6683<br />
with autonomous network participants. Each <strong>of</strong> the network participants is responsible <strong>for</strong> a provision <strong>of</strong> IPS 2 specific<br />
<strong>service</strong>s. Network participants in an IPS 2 can be categorised as: IPS 2 <strong>customer</strong>, IPS 2 provider, IPS 2 supplier and IPS 2<br />
operator (Meier et al. 2009). Co-creation networks including solution providers, end users, suppliers and other partners<br />
are critical to achieving the goals <strong>of</strong> IPS 2 , because they facilitate interactions among IPS 2 partners and act as mechanisms<br />
<strong>for</strong> creating value and exchanging in<strong>for</strong>mation among stakeholders (Durugbo et al. 2010; Durugbo and Riedel<br />
2013; Krucken and Meroni 2006). Industrial partners in the IPS 2 co-creation networks could also leverage knowledge <strong>of</strong><br />
network structures and behaviour in searching <strong>for</strong> potential partners (Krucken and Meroni 2006). Meier (2013) provides<br />
a generic IPS 2 development process model which structures the methods and tools to create an integrated IPS 2 model<br />
<strong>for</strong> the further IPS 2 operation. The model is expected to be used <strong>for</strong> marketing, <strong>requirement</strong>s engineering, concept development<br />
and design, etc. Meier, Roy, and Seliger (2010) propose an <strong>approach</strong> <strong>for</strong> knowledge-based support <strong>of</strong> the IPS 2<br />
concept development methodology by deducing concepts <strong>for</strong> IPS 2 from given <strong>requirement</strong>s. Sakao and Lindahl (2012)<br />
provide a <strong>customer</strong> value-based evaluation <strong>of</strong> PSS with design in<strong>for</strong>mation. Erkoyuncu et al. (2011) focus on the cost<br />
estimation <strong>for</strong> IPS 2 . Rese, Karger, and Strotmann (2009) determine quantified value <strong>of</strong> an IPS 2 <strong>for</strong> an individual<br />
<strong>customer</strong> over its lifecycle based on net present value <strong>approach</strong> and the real options <strong>approach</strong>.<br />
Some themes, such as IPS 2 delivery, processes, value creation networks, knowledge management and business<br />
models, can be seen in the literature (Cedergren et al. 2012), others <strong>of</strong>ten focus on the PSS/IPS 2 concept, origin,<br />
features, benefits and barriers to adoption, available methods, organisation and operational resource planning (Baines<br />
et al. 2007; Beuren, Ferreira, and Miguel 2013; Boehm and Thomas 2013; Meier, Völker, and Funke 2011). However,<br />
how to develop specific IPS 2 is still scarce in the past research. There<strong>for</strong>e, it is urgent to develop the PSS <strong>approach</strong><br />
theoretically, methodologically and operationally (Mont 2003).<br />
Although some researches have focused on the definition, classification and organisation <strong>of</strong> IPS 2 , there are few studies<br />
on the IPS 2 <strong>requirement</strong>s’ elicitation and evaluation, which are the most important input <strong>of</strong> the early planning <strong>of</strong><br />
IPS 2 . Since the IPS 2 is totally different with solely <strong>product</strong>, <strong>service</strong> or simply combination <strong>of</strong> the <strong>product</strong> and <strong>service</strong>,<br />
the past <strong>requirement</strong> elicitation and evaluation from <strong>product</strong> and <strong>service</strong> domain is not suitable <strong>for</strong> the IPS 2 designing.<br />
There<strong>for</strong>e, it is necessary to design new tools and models to generate and evaluate the <strong>requirement</strong> <strong>for</strong> IPS 2 .<br />
2.2 Requirement elicitation and evaluation<br />
2.2.1 Requirement elicitation<br />
In the domain <strong>of</strong> engineering design, <strong>requirement</strong> is believed to be success factor <strong>of</strong> <strong>product</strong> development projects (Ulrich<br />
and Eppinger 2008). The satisfaction <strong>of</strong> the <strong>customer</strong> and stakeholders are key factors <strong>for</strong> the successful solutions<br />
(Nuseibeh and Easterbrook 2000). Requirement has been recognised as a critical factor influencing delivered quality <strong>of</strong><br />
solution. Bailetti and Litva (1995) highlight the importance <strong>of</strong> integrating <strong>customer</strong> <strong>requirement</strong>s into <strong>product</strong> design.<br />
Requirement <strong>vague</strong>ness could influence the following design activities, such as <strong>product</strong> family design (Perlman 2013).<br />
Requirements’ elicitation is a basic process in the planning and development <strong>of</strong> <strong>product</strong>, <strong>service</strong> or <strong>system</strong>. Regarding the<br />
tools and the methods <strong>for</strong> needs identification and <strong>requirement</strong>s’ definition, a number <strong>of</strong> <strong>approach</strong>es have been proposed in<br />
the literature (see Table 1).<br />
Although many researches on the <strong>requirement</strong> exist in the <strong>product</strong> or <strong>service</strong> development domain, there are few studies<br />
focused on <strong>service</strong> <strong>requirement</strong>s’ elicitation and even fewer on the IPS 2 <strong>requirement</strong>s’ elicitation. Most <strong>of</strong> the<br />
researches fail to consider the interaction <strong>of</strong> stakeholder’s <strong>requirement</strong>s. IPS 2 is in fact a co-design and user activity-centred<br />
<strong>system</strong>, which has to consider much about the <strong>requirement</strong> at the beginning <strong>of</strong> the design project. However, the <strong>requirement</strong>s<br />
generation and evaluation is not addressed properly in IPS 2 planning and development research so far. There<strong>for</strong>e, to<br />
exploit the full solution space <strong>of</strong> <strong>product</strong>-<strong>service</strong> integration, a clear understanding <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>s is critical in<br />
IPS 2 planning and development (Ericson et al. 2009).<br />
2.2.2 Requirement evaluation models<br />
Requirements’ prioritisation is recognised as an important activity in <strong>product</strong> development. Company has to establish<br />
the relative priorities <strong>of</strong> the <strong>requirement</strong>s due to resource limitations. Prioritisation could help managers make the necessary<br />
trade-<strong>of</strong>f decisions. Prioritisation decisions are made by stakeholders, including users, managers, developers or their<br />
representatives. Various evaluation models have been applied to determine the importance <strong>of</strong> <strong>customer</strong> <strong>requirement</strong> (see<br />
Table 2).<br />
Customers’ opinions are <strong>of</strong>ten <strong>vague</strong> and contain ambiguity and multiple meanings (Fung, Popplewell, and Xie<br />
1998). The crisp method could not manipulate this. Some researchers adopt fuzzy methods (see Table 2). However,<br />
fuzzy <strong>set</strong> theory-based <strong>requirement</strong> evaluation <strong>approach</strong>es has the limitations stemming from the pre-<strong>set</strong> fuzzy
6684 W. Song et al.<br />
Table 1. Requirement elicitation in the past research.<br />
Literature<br />
Pahl, Wallace, and Blessing (2007)<br />
Ehrlenspiel (1995)<br />
Yan, Chen, and Khoo (2001), Hauge and Stauffer<br />
(1993), Tseng and Jiao (1998)<br />
Wang and Zeng (2009)<br />
Jiao and Chen (2006)<br />
Miaskiewicz and Kozar (2011)<br />
Van Husen (2007)<br />
Steinbach (2005)<br />
Durugbo and Erkoyuncu (2013)<br />
Hosono et al. (2010)<br />
Akasaka et al. (2010)<br />
Berkovich et al. (2009)<br />
Focus <strong>of</strong> research<br />
Provide a guideline to elicit <strong>product</strong> <strong>requirement</strong>s which refers to <strong>customer</strong>s,<br />
designers, lifecycle phases, cost and time as sources <strong>for</strong> <strong>requirement</strong>s<br />
Provides a hierarchical <strong>requirement</strong> model with two categories, i.e. technicaleconomical<br />
and organisational <strong>requirement</strong>s<br />
Use hierarchical or tree structure <strong>for</strong> the elicitation <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>s, e.g.<br />
the <strong>customer</strong> property hierarchy, the <strong>requirement</strong> taxonomy, and the FR topology<br />
Support <strong>requirement</strong>s elicitation with a computer <strong>system</strong> based on dialogue.<br />
Review <strong>of</strong> <strong>customer</strong> <strong>requirement</strong> management in the domain <strong>of</strong> <strong>product</strong><br />
engineering<br />
Utilise personas <strong>for</strong> representing and communicating <strong>customer</strong> <strong>requirement</strong>s<br />
Proposes a checklist to discover stakeholders and influencing factors, such as<br />
economic, legislative, and social factors to analyse <strong>requirement</strong>s <strong>for</strong> <strong>product</strong>related<br />
<strong>service</strong>s<br />
Proposes a comprehensive list <strong>of</strong> <strong>service</strong> attributes including responsiveness,<br />
patience, and reliability, etc<br />
Explore the role <strong>of</strong> in<strong>for</strong>mation <strong>system</strong>s <strong>for</strong> facilitating the engineering <strong>of</strong> <strong>service</strong><br />
<strong>requirement</strong>s.<br />
Focus on nonfunctional <strong>requirement</strong>s (NFRs) <strong>for</strong> <strong>service</strong> development<br />
Define specific <strong>service</strong> <strong>requirement</strong>s that should be focus <strong>of</strong> improvement<br />
Focus on the process and tools <strong>of</strong> the <strong>requirement</strong>s engineering <strong>for</strong> <strong>product</strong>,<br />
<strong>service</strong>, and s<strong>of</strong>tware engineering<br />
Table 2. Different evaluation models <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>.<br />
Literature<br />
Model/method<br />
Subjectivity<br />
manipulation<br />
Vagueness<br />
manipulation<br />
Flexible<br />
evaluation<br />
structure<br />
Less priori<br />
in<strong>for</strong>mation<br />
(e.g. pre-<strong>set</strong><br />
membership<br />
function)<br />
Bhattacharya, Sarkar, and Mukherjee<br />
(2005),<br />
De Felice and Petrillo (2011),<br />
Fung, Ren, and Xie (1996), Bhattacharya,<br />
Geraghty,<br />
and Young (2010), Raharjo, Xie, and<br />
Brombacher (2011)<br />
Integrating AHP with<br />
QFD<br />
√ √<br />
AHP √ √<br />
Sahney, Banwet, and Karunes (2004) Empirical study <br />
Zhai, Khoo, and Zhong (2009)<br />
Dominance-based <strong>rough</strong> √ √<br />
<strong>set</strong> <strong>approach</strong><br />
Wu, Liao, and Wang (2005) Grey theory and QFD √<br />
Wang (2012) Non-linear programming Partially √<br />
Ho, Lai, and Chang (1999) and Lai, Ho, Group decision-making √ √ √<br />
and Chang (1998)<br />
technique<br />
Kwong and Bai (2002, 2003) Fuzzy AHP Partially √ <br />
Kahraman, Ertay, and Büyüközkan (2006) Fuzzy ANP Partially √ <br />
Karsak (2004) Fuzzy Delphi method Partially <br />
Wang (1999) Fuzzy QFD Partially <br />
Notes: ‘√’ denotes that consideration is included in the model. ‘’ denotes that consideration is not included in the model.<br />
membership function that relies much on the subjective and heuristic judgements <strong>of</strong> experts. Thus, the priority would be<br />
affected. Besides, the fuzzy interval indicating the degree <strong>of</strong> subjectivity is fixed in relation to the types <strong>of</strong> membership<br />
functions. This is not true in reality, because the boundary interval that denotes estimation range in real world varies<br />
across experts with different knowledge and experience.
International Journal <strong>of</strong> Production Research 6685<br />
Although many researches focus on the qualitative description <strong>of</strong> IPS 2 (e.g. definition, classification and organisation,<br />
etc) and elicitation and evaluation <strong>of</strong> <strong>product</strong>/<strong>service</strong> <strong>requirement</strong>, there are still few studies on the <strong>customer</strong><br />
<strong>requirement</strong> generation and evaluation <strong>for</strong> IPS 2 . There<strong>for</strong>e, it will be <strong>of</strong> value to propose a <strong>system</strong>atic IPS 2 <strong>requirement</strong><br />
management <strong>approach</strong> including <strong>requirement</strong> elicitation and <strong>requirement</strong> prioritisation. In this respect, this paper tries to<br />
explore the following topics:<br />
• Develop an effective tool <strong>for</strong> eliciting IPS2 <strong>requirement</strong>s considering different stakeholders interaction and their<br />
interests.<br />
Build a structured and flexible framework <strong>for</strong> IPS2 <strong>requirement</strong>s’ evaluation to identify the priority.<br />
• Develop a mechanism to effectively manipulate the subjectivity and <strong>vague</strong>ness in the <strong>requirement</strong> evaluation<br />
process under the circumstance <strong>of</strong> less priori in<strong>for</strong>mation.<br />
3. Research method<br />
The case study method is adopted to test and verify the proposed <strong>requirement</strong> evaluation method <strong>of</strong> <strong>rough</strong> group AHP<br />
based on I-CAC. Specifically, two research points are to be verified: (1) whether the model <strong>of</strong> I-CAC could be used<br />
as an effective <strong>approach</strong> to elicit and generate the IPS 2 <strong>requirement</strong> and (2) whether the <strong>rough</strong> group AHP method<br />
could well manipulate the subjectivity and <strong>vague</strong>ness in the <strong>requirement</strong> evaluation. All the data were gathered<br />
th<strong>rough</strong> air compressor company visits made from October 2012 to December 2012. The data <strong>of</strong> IPS 2 <strong>requirement</strong>s<br />
are mainly collected from the design documentation, in-depth structured interviews and archival records <strong>of</strong> the company,<br />
while the judgements <strong>of</strong> the importance <strong>of</strong> IPS 2 <strong>requirement</strong> are collected from the focus group and Delphi<br />
method. With the collected data, the proposed IPS 2 <strong>requirement</strong>s’ evaluation <strong>approach</strong> is validated. Further evaluation<br />
by in-depth interviews in selected company and comparisons with fuzzy method are also conducted to reveal the<br />
features <strong>of</strong> the method.<br />
4. IPS 2 <strong>requirement</strong> evaluation based on the I-CAC and <strong>rough</strong> group AHP<br />
From the review and analysis in Section 2, it is necessary to develop a more effective <strong>approach</strong> to <strong>system</strong>atically elicit<br />
and evaluate uncertain IPS 2 <strong>requirement</strong>. The uncertainty mainly has four types <strong>of</strong> source, i.e. fuzziness, heterogeneity,<br />
incompleteness and fluctuation. Fuzziness refers to the <strong>vague</strong> nature <strong>of</strong> the decision maker’s understanding <strong>of</strong> the relative<br />
importance among the IPS 2 <strong>requirement</strong>s. Heterogeneity derives from the different tastes <strong>of</strong> <strong>customer</strong>s. Fluctuation<br />
is associated with the change <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>s over time. Incompleteness arises from lack <strong>of</strong> in<strong>for</strong>mation in<br />
IPS 2 <strong>requirement</strong>s. In our research, we mainly deal with the first type <strong>of</strong> uncertainty; namely, fuzziness (<strong>vague</strong>ness). In<br />
this work, the authors propose a <strong>rough</strong> group AHP method to evaluate the IPS 2 <strong>requirement</strong> elicited from I-CAC analysis.<br />
The method combines the advantage <strong>of</strong> AHP in <strong>requirement</strong> evaluation structure and strength <strong>of</strong> <strong>rough</strong> <strong>set</strong> theory in<br />
manipulating <strong>vague</strong>ness and subjectivity. With the aid <strong>of</strong> the proposed method, it is expected that IPS 2 can easily find<br />
the critical <strong>customer</strong> <strong>requirement</strong>s <strong>for</strong> further design <strong>of</strong> IPS 2 . In sum, this study aimed at providing a <strong>system</strong>atic method<br />
<strong>for</strong> <strong>requirement</strong>s’ elicitation and prioritisation under <strong>vague</strong> environment. In the proposed <strong>approach</strong>, the whole <strong>requirement</strong><br />
assessment process is separate into two main functional parts as shown in Figure 1. Below, each functional part is<br />
analysed in detail.<br />
4.1 IPS 2 <strong>requirement</strong> elicitation based on the I-CAC analysis<br />
Requirement elicitation is the beginning <strong>of</strong> IPS 2 development project. The first functional part is to obtain an understanding<br />
<strong>of</strong> the problem that IPS 2 is to solve. In this functional part, I-CAC is reviewed, stakeholders are identified and<br />
<strong>customer</strong> value and <strong>requirement</strong> are elicited. This process is typically per<strong>for</strong>med by a <strong>requirement</strong> engineer team with<br />
enough expertise and experience in implementing elicitation techniques.<br />
4.1.1 Construct model <strong>of</strong> I-CAC<br />
Contrary to the conventional <strong>product</strong> thinking, value is not embedded in the <strong>industrial</strong> <strong>product</strong> but is generated by<br />
supporting the <strong>industrial</strong> <strong>customer</strong>’s activities related to the use <strong>of</strong> the <strong>product</strong>. To facilitate the use <strong>of</strong> <strong>industrial</strong> <strong>product</strong>,<br />
both pre-use activities (e.g. installation, training) and post-use activities (e.g. disposal) should also be concerned.
6686 W. Song et al.<br />
Figure 1. Framework <strong>of</strong> the IPS 2 <strong>requirement</strong> elicitation and evaluation.<br />
There<strong>for</strong>e, to obtain <strong>industrial</strong> <strong>customer</strong>’s <strong>requirement</strong> <strong>system</strong>atically and effectively, a new tool named I-CAC analysis<br />
is proposed in this section. An I-CAC consists <strong>of</strong> three kinds <strong>of</strong> activities, pre-what goes on be<strong>for</strong>e the <strong>industrial</strong> <strong>customer</strong><br />
obtains the expected result, during-what happens while they derives the core benefit and post-what happens after<br />
long use <strong>of</strong> the <strong>product</strong>. Each category consists <strong>of</strong> several key activities. As is shown in the middle ring <strong>of</strong> Figure 2, in<br />
the phase <strong>of</strong> pre-use, <strong>customer</strong>s firstly conduct <strong>product</strong> selection and matching to choose the most appropriate <strong>product</strong>s<br />
to satisfy their <strong>product</strong>ion need. This activity would be significant to the overall function and operation efficiency. The<br />
procurement includes activities such as bargaining, delivery, inspection and payment. After procurement, installation,<br />
debugging and commissioning <strong>of</strong> the <strong>product</strong> is necessary to ensure the quick and reliable equipment starting and running.<br />
In the phase <strong>of</strong> during use, operation <strong>of</strong> <strong>industrial</strong> <strong>product</strong> mainly focuses on the efficient use and collecting relevant<br />
in<strong>for</strong>mation <strong>of</strong> the <strong>product</strong>. To improving equipment operation efficiency and reduce equipment lifecycle costs,<br />
MRO (maintenance, repair and overhaul) is adopted, which includes activities such as disassembly, diagnosis, spare part<br />
supply, etc. In the final phase <strong>of</strong> post-use, upgrading and scrapping are related activities equipment dismantling, assessment,<br />
refurbishment and recycling.<br />
It is only when a <strong>product</strong> interacts with <strong>customer</strong> in an activity that designers can actually determine the benefit,<br />
costs or even, the environmental effects. The I-CAC model could be tailored <strong>for</strong> the actual context <strong>of</strong> different types <strong>of</strong><br />
<strong>industrial</strong> <strong>product</strong>s. A key concept here is the life time perspective, which takes a broader, holistic and longer term perspective,<br />
which <strong>of</strong>ten reveals the business potential <strong>of</strong> the whole value chain.<br />
4.1.2 Stakeholder identification and relationship mapping in the I-CAC model<br />
In the first step, different stakeholders (direct or indirect) th<strong>rough</strong>out the lifecycle are identified so that designers can<br />
acquire common value from them later. A stakeholder could either be from the external or internal organisational<br />
environment. There are various stakeholders around the I-CAC, each with different types <strong>of</strong> stakes in the decisions made<br />
during the development <strong>of</strong> an IPS 2 . The stakeholders include end users/<strong>customer</strong>s, spare part suppliers, laws and<br />
regulations, procurement engineer, operator, and IPS 2 providers (see outer ring in Figure 2). Those stakeholders play
International Journal <strong>of</strong> Production Research 6687<br />
Figure 2. I-CAC and stakeholders.<br />
different roles in different phase <strong>of</strong> <strong>customer</strong> activity cycle. For example, end users in the activity <strong>of</strong> <strong>product</strong> selection<br />
and matching mainly presents their <strong>requirement</strong>s <strong>of</strong> the <strong>product</strong>, while in the activity <strong>of</strong> operation, they use the result or<br />
function <strong>of</strong> the <strong>product</strong>.<br />
In the second step, it is necessary to identify the relations among the stakeholders around the <strong>customer</strong> activity,<br />
because the value and <strong>requirement</strong> embed in those relationships. Interactions between stakeholders include: exchanging<br />
in<strong>for</strong>mation and knowledge, operating <strong>product</strong>s, executing instructions and providing supporting tasks or spare parts. An<br />
illustration <strong>of</strong> stakeholders’ interactions in activity <strong>of</strong> installation, debugging and commission is shown in the middle <strong>of</strong><br />
Figure 3. The IPS 2 provider installs, debugs and trials the <strong>industrial</strong> <strong>product</strong> on request the end user’s demands. Meanwhile,<br />
the end user obtains the function <strong>of</strong> the <strong>product</strong> from the operator’s work (operation <strong>of</strong> the equipment). To ensure<br />
the operator to provide reliable results with the <strong>product</strong>, IPS 2 provider also <strong>of</strong>fers training and maintenance. Other stakeholders’<br />
interactions can be obtained in the same way.<br />
Figure 3. An illustration <strong>of</strong> <strong>requirement</strong> elicitation in the phase <strong>of</strong> installation, debugging, and commission.
6688 W. Song et al.<br />
4.1.3 Customer value identification and <strong>requirement</strong> elicitation<br />
The <strong>customer</strong> value is the benefit obtained by <strong>customer</strong>s when their <strong>requirement</strong>s are fulfilled. It is also the common<br />
vision <strong>of</strong> stakeholders <strong>for</strong> the IPS 2 . The expression <strong>of</strong> <strong>customer</strong> value can be a sentence clearly describing the added<br />
value provided by the new IPS 2 in different activities; <strong>for</strong> example, the <strong>customer</strong> value is ‘quick start <strong>of</strong> the <strong>system</strong>’<br />
once the procurement contracts is signed. When the common value <strong>of</strong> <strong>customer</strong> has been identified, relevant<br />
stakeholders’ <strong>requirement</strong> related with the value could be determined. To support this process, a number <strong>of</strong> methods <strong>for</strong><br />
gathering and collecting the in<strong>for</strong>mation from the different stakeholders exist. Those methods include, <strong>for</strong> example,<br />
interviews, focus groups, brainstorming, use cases, checklists and questionnaires. For example, IPS 2 is <strong>of</strong>ten complex<br />
and automated <strong>system</strong>; pr<strong>of</strong>essional installation, debugging and commission are valuable <strong>for</strong> <strong>customer</strong>s, which would<br />
increase the <strong>customer</strong>’s satisfaction. Industrial <strong>customer</strong> needs the IPS 2 provider to guide the installation and adjust the<br />
key parameters <strong>of</strong> the equipment at the starting period. There<strong>for</strong>e, the value <strong>of</strong> ‘Quick start <strong>of</strong> the <strong>system</strong>’ can be<br />
converted into the <strong>requirement</strong> <strong>of</strong> ‘Pr<strong>of</strong>essional installation, debugging, and commission’ (see Figure 3).<br />
4.1.4 Construction <strong>of</strong> hierarchical structure <strong>for</strong> IPS 2 <strong>requirement</strong><br />
Owing to the diverse, imprecise and linguistic characteristic <strong>of</strong> <strong>customer</strong> <strong>requirement</strong>s, it is necessary to grouping them<br />
into meaningful hierarchies or categories <strong>for</strong> easy understanding and analysis. Affinity Diagram (Cohen 1995) can be<br />
utilised to structure <strong>customer</strong> <strong>requirement</strong>s, because it is a method <strong>of</strong> arranging random data into natural and logical<br />
groups. The IPS 2 <strong>requirement</strong> management team firstly interprets the elicited <strong>customer</strong> <strong>requirement</strong>s into simple and representative<br />
expressions. Then, these phrases would be combined into many affinity groups, and the phrase that could<br />
capture the primary theme and key points <strong>of</strong> the group would be selected as the header while its group members could<br />
be stratified into a tree structure. With this ef<strong>for</strong>t spent, <strong>customer</strong> <strong>requirement</strong>s can be organised as a tree-like structure<br />
with an increasing number <strong>of</strong> items moving from left to right. Figure 4 shows a sample IPS 2 <strong>requirement</strong> hierarchy.<br />
4.2 IPS 2 <strong>requirement</strong> prioritisation based on <strong>rough</strong> group AHP<br />
Designers also need to prioritise <strong>requirement</strong>s so that they can make decisions on which <strong>requirement</strong>s to fulfil when<br />
different <strong>requirement</strong>s cannot be fulfilled at the same time. The conventional prioritisation methods always ignore the<br />
Figure 4. Hierarchical structure <strong>for</strong> IPS 2 <strong>requirement</strong>.
International Journal <strong>of</strong> Production Research 6689<br />
<strong>vague</strong>ness and subjectivity <strong>of</strong> decision in<strong>for</strong>mation in uncertain innovation situations. There<strong>for</strong>e, in this section, in order<br />
to cope with <strong>vague</strong> and subjective in<strong>for</strong>mation in IPS 2 <strong>requirement</strong> prioritisation, the authors introduce <strong>rough</strong> number<br />
concept based on the <strong>rough</strong> <strong>set</strong> theory in group AHP. The <strong>rough</strong> <strong>set</strong> theory can enable stakeholders to well express their<br />
true perception and evaluation without any priori in<strong>for</strong>mation.<br />
4.2.1 Construction <strong>of</strong> pair comparison matrix and consistency test<br />
Invite expert team to make pair-wise comparisons <strong>of</strong> IPS 2 <strong>requirement</strong> to obtain crisp evaluation matrix. The kth expert<br />
pair-wise comparison matrix M k is as follows:<br />
2<br />
3<br />
1 r12 k ... r1n<br />
k r21 k 1 r2n<br />
k M k ¼ . . . . . . 6<br />
7<br />
4<br />
5<br />
rn1 k rn2 k 1<br />
k ¼ 1; 2; ...m (1)<br />
where rij k is the kth expert’s judgement <strong>for</strong> the ith IPS 2 <strong>requirement</strong>’s importance compared with the jth <strong>requirement</strong>, m<br />
is the number <strong>of</strong> experts and n is the number <strong>of</strong> IPS 2 <strong>requirement</strong>. It is necessary <strong>for</strong> testing consistency <strong>of</strong> pair-wise<br />
comparison matrix. Consistency test can be conducted as follows.<br />
CI ¼ k max n<br />
(2)<br />
n 1<br />
CR ¼<br />
<br />
CI<br />
; (3)<br />
RI(n)<br />
CI is consistency index, k max is the largest eigenvalue <strong>of</strong> matrix M k , n is the dimension <strong>of</strong> the matrix M k ; CR is<br />
consistency ratio and RI(n) is random index that depends on the dimension <strong>of</strong> the matrix (Saaty 1977) (see Table 3).<br />
When CR < 0.1, pair-wise comparison matrix pass the consistency test, experts’ evaluations on the IPS 2 <strong>requirement</strong><br />
are in consistency and acceptable. While CR > 0.1, experts need to adjust their judgements until pass the consistency test.<br />
After consistency test, IPS 2 <strong>requirement</strong> management team could then build group <strong>requirement</strong> evaluation matrix ~R<br />
as follows:<br />
2<br />
3<br />
1 ~r 12 ... ~r 1n<br />
~r 21 1 ~r 2n<br />
~R ¼ 6 . . .<br />
. . .<br />
. 7<br />
(4)<br />
4<br />
. . 5<br />
~r n1 ~r n2 1<br />
n<br />
o<br />
where ~r ij ¼ rij 1; r2 ij ; ...; rk ij ; ...; rm ij .<br />
4.2.2 Determination <strong>of</strong> the <strong>rough</strong> group <strong>requirement</strong> evaluation matrixn<br />
o<br />
Assume that there is a <strong>set</strong> <strong>of</strong> m classes <strong>of</strong> human judgements, J ¼ rij 1; r2 ij ; ...; rk ij ; ...; rm ij ordered in the manner <strong>of</strong><br />
rij 1 \ r2 ij \ ... \ rk ij \ ... \ rm ij .U is the universe including all the objects and Y is an arbitrary object <strong>of</strong> U, and then<br />
the lower approximation <strong>of</strong> rij k and the upper approximation <strong>of</strong> rij k can be defined as:<br />
Lower approximation: Apr(r k ij ) ¼[fY 2 U=J(Y ) rk ij g (5)<br />
Upper approximation: Apr(r k ij ) ¼[fY 2 U=J(Y ) rk ij g (6)<br />
Table 3. Random index RI(n).<br />
Dimension 1 2 3 4 5 6 7 8 9<br />
RI 0 0 0.58 0.9 1.12 1.24 1.32 1.41 1.45
6690 W. Song et al.<br />
Convert the crisp judgement sequence ~r ij in matrix ~R into <strong>rough</strong> number <strong>for</strong>m to obtain <strong>rough</strong> group evaluation matrix<br />
R. The geometric mean is adopted to synthesise individual judgements, because it preserves the reciprocal property <strong>of</strong><br />
pair-wise comparison matrixes without violation <strong>of</strong> the Pareto principle (Forman and Peniwati 1998).<br />
Thus, the judgement, rij k, can be represented with a <strong>rough</strong> number defined by its lower limit Lim(rk ij ) and upper limit<br />
Lim(r k ij ) as follows: Lim(r k ij ) ¼ YN ijL<br />
m¼1<br />
x ij<br />
! 1=NijL<br />
(7)<br />
Lim(r k ij ) ¼<br />
YN ijU<br />
m¼1<br />
y ij<br />
! 1=NijU<br />
(8)<br />
x ij and y ij are the elements <strong>of</strong> lower and upper approximation <strong>for</strong> r k ij . N ijL and N ijU are the number <strong>of</strong> objects included in<br />
the lower approximation and upper approximation <strong>of</strong> r k ij , respectively.<br />
Then, the <strong>rough</strong> number <strong>for</strong>m RN(r k ij ) <strong>of</strong> ~r ij can be obtained using Equations (5)–(8),<br />
where r kL<br />
ij<br />
and r kU<br />
ij<br />
The interval <strong>of</strong> boundary region (i.e. r kU<br />
ij<br />
h<br />
i<br />
RN(r k ij ) ¼ Lim(rk ij ); Lim(rk ij )<br />
h i<br />
¼ r kL<br />
ij<br />
; r kU<br />
ij<br />
; (9)<br />
are the lower limit and upper limit <strong>of</strong> <strong>rough</strong> number RN(rij k ) in the kth pair-wise comparison matrix.<br />
rij kL ) indicates the degree <strong>of</strong> <strong>vague</strong>ness. A <strong>rough</strong> number with a smaller<br />
interval <strong>of</strong> boundary region is interpreted as more precise one.<br />
Thus, the <strong>rough</strong> sequence RN(~r ij ) can be obtained as follows,<br />
nh<br />
RN(~r ij ) ¼ r 1L<br />
ij<br />
; r 1U<br />
ij<br />
i h<br />
; r 2L<br />
ij<br />
; r 2U<br />
ij<br />
i<br />
h<br />
; ; r mL<br />
ij<br />
The average <strong>rough</strong> interval RN(~r ij ) can be obtained by using <strong>rough</strong> computation principles (8)–(10):<br />
h i<br />
RN(~r ij ) ¼ r L ij ; rU ij<br />
; r mU<br />
ij<br />
io<br />
(10)<br />
(11)<br />
r L ij<br />
¼<br />
Ym<br />
k¼1<br />
r kL<br />
ij<br />
! 1=m<br />
(12)<br />
r U ij<br />
¼ Ym<br />
k¼1<br />
r kU<br />
ij<br />
! 1=m<br />
(13)<br />
rij L and rij<br />
U are lower limit and upper limit <strong>of</strong> <strong>rough</strong> number ½rij L; rU ij Š, respectively. m is the number <strong>of</strong> experts.<br />
Then, the <strong>rough</strong> group decision matrix R can be obtained as follows:<br />
2<br />
½1; 1Š ½r12 L ; rU 12 Š ... ½rL 1n ; rU 1n Š 3<br />
R ¼ ½r21 L ; rU 21 Š ½1; 1Š ½rL 2n ; rU 2n Š<br />
6<br />
.<br />
.<br />
. . . .<br />
. 7<br />
4<br />
5<br />
½rn1 L ; rU n1 Š ½rL n2 ; rU n2Š ½1; 1Š<br />
(14)
International Journal <strong>of</strong> Production Research 6691<br />
4.2.3 Calculate <strong>rough</strong> weights <strong>of</strong> IPS 2 <strong>requirement</strong><br />
Calculate <strong>rough</strong> weights <strong>of</strong> each IPS 2 <strong>requirement</strong> gRW i in different hierarchy with the following equation.<br />
gRW i ¼½RW L<br />
i<br />
; RW U<br />
i<br />
Š (15)<br />
RW L<br />
i<br />
¼ n<br />
sffiffiffiffiffiffiffiffiffiffiffiffi<br />
Y n<br />
i¼1<br />
r L ij;<br />
RW U<br />
i<br />
¼ n<br />
sffiffiffiffiffiffiffiffiffiffiffiffi<br />
Y n<br />
i¼1<br />
r U ij<br />
(16)<br />
i =1, 2, …, n.<br />
In the same way, <strong>rough</strong> weights <strong>of</strong> IPS 2 <strong>requirement</strong> can be got in any other hierarchies.<br />
Finally, each <strong>requirement</strong>’s overall priority is calculated using multiplication synthesis method from top level to<br />
bottom level.<br />
4.2.4 IPS 2 <strong>requirement</strong> prioritisation<br />
To covert the <strong>rough</strong> IPS 2 <strong>requirement</strong> weight into crisp value, here the authors introduce the optimistic indicator λ<br />
(0 6 λ 6 1); to trans<strong>for</strong>m the <strong>rough</strong> weight gRW i into crisp value RW i . If decision-makers are more optimistic about their<br />
judgements, then λ can select a bigger value (λ > 0.5). If decision-makers are more pessimistic about their evaluations, λ<br />
should select a smaller value (λ < 0.5). If decision-makers keep a moderate attitude, in other words, neither more<br />
optimistic nor more pessimistic, λ selects a certain value 0.5. The trans<strong>for</strong>mation calculation is as follows:<br />
RW i ¼ (1<br />
k)RW L<br />
i<br />
þ kRW U<br />
i<br />
(17)<br />
According to the weights from the above steps, all the <strong>requirement</strong>s <strong>of</strong> IPS 2 can be prioritised, and the important<br />
value-based <strong>requirement</strong>s can also be focused.<br />
5. Case study<br />
In this section, IPS 2 <strong>requirement</strong> evaluation <strong>of</strong> a rotary oil-free air compressor is taken as an example to demonstrate<br />
the application <strong>of</strong> the proposed <strong>approach</strong> in the real world. In this case, the rotary oil-free air compressor is mainly<br />
designed and sold to pharmaceutical plants that need clean compressed air <strong>for</strong> washing bottles and starting pneumatic<br />
valves. Company H is a Fortune 500 manufacturer who is specialised in providing different air compressors and related<br />
<strong>service</strong>s <strong>for</strong> industry: pharmaceutical industry, metallurgical industry, shipbuilding, and mining. The company H now is<br />
more and more concerned with the selling <strong>industrial</strong> <strong>service</strong>s associated to their air compressors th<strong>rough</strong>out the <strong>customer</strong><br />
activity lifecycle, such as air compressor selection consulting, installation and debugging, MRO, and energy saving solutions,<br />
etc. The objective <strong>of</strong> the IPS 2 <strong>requirement</strong> evaluation in this case study is to identify key points that the <strong>customer</strong><br />
(pharmaceutical plant) is concerned <strong>for</strong> further IPS 2 design, and there<strong>for</strong>e, enhance the <strong>customer</strong> satisfaction and loyalty.<br />
To reveal the advantages <strong>of</strong> the <strong>rough</strong> <strong>requirement</strong> evaluation method, the authors also make comparisons between the<br />
proposed <strong>approach</strong> and the fuzzy group evaluation method.<br />
5.1 Implementation <strong>of</strong> the proposed <strong>requirement</strong> evaluation method<br />
5.1.1 IPS 2 <strong>requirement</strong> elicitation<br />
First, a survey based on I-CAC is used to analyse main activities <strong>of</strong> the <strong>customer</strong>. The activities are pre-sales consulting,<br />
procurement, installation, debugging and commissioning <strong>of</strong> air compressor, operation and use, MRO, etc. The disposal<br />
<strong>of</strong> air compressor is not considered here as the pharmaceutical plant has its own special channel to recycle the scrapped<br />
compressor.<br />
Second, the related stakeholders around <strong>customer</strong> activities are identified. Interactions between stakeholders and the<br />
nature <strong>of</strong> their relationships such as exchanging in<strong>for</strong>mation, <strong>product</strong>s or instructions are also identified. For example,<br />
the stakeholders and their relationships in the MRO activity are captured in the Figure 5. There are three main stakeholders,<br />
i.e. air user, IPS 2 provider and operator. The air user proposes the air demand, the operator meet this demand<br />
with the air compressor operation and the IPS 2 provider is mainly responsible <strong>for</strong> reliable air supply with pr<strong>of</strong>essional<br />
MRO and spare parts supply in this phase. Similarly, the stakeholders and their relationships in other <strong>customer</strong> activities<br />
can be acquired, which are not listed here due to the limited space.
6692 W. Song et al.<br />
Figure 5. The value and <strong>requirement</strong> around the <strong>customer</strong> activity <strong>of</strong> MRO.<br />
Third, the <strong>customer</strong> value, which is the common focus <strong>of</strong> stakeholders <strong>for</strong> the IPS 2 , is identified in this step by<br />
using the interviews and focus groups. Value here is actually the definition <strong>of</strong> the IPS 2 in terms <strong>of</strong> the <strong>requirement</strong><br />
the <strong>industrial</strong> <strong>service</strong> is going to meet. For instance, to achieve the value <strong>of</strong> ‘High reliability, and long <strong>service</strong> life<br />
<strong>of</strong> air compressor’, the <strong>requirement</strong> ‘Efficient, and reliable MRO with accurate operation in<strong>for</strong>mation <strong>of</strong> air compressor’<br />
has to be fulfilled. That is, the <strong>requirement</strong> is the cost <strong>of</strong> achieving the value. Similarly, the value in the<br />
delivery <strong>of</strong> air compressor is mainly ‘Using immediately without time consuming <strong>for</strong> the starting period’. This<br />
value is related with the <strong>requirement</strong> ‘Filed guidance and training at the starting period’. Thus, in this way, the rest<br />
<strong>of</strong> <strong>requirement</strong>s can be acquired.<br />
Fourth, Affinity Diagram is used to structure <strong>customer</strong> <strong>requirement</strong>s. The elicited <strong>customer</strong> <strong>requirement</strong>s are firstly<br />
interpreted into simple and representative expressions. For example, ambiguous <strong>requirement</strong> in the Figure 5 (Efficient,<br />
and reliable MRO with accurate operation in<strong>for</strong>mation <strong>of</strong> air compressor) is represented by three concrete sub-<strong>requirement</strong>s,<br />
i.e. ‘Disassembly and reassembly easily’, ‘24-h <strong>service</strong> (Feedback in 30 min, and on-site with spare parts in 3 h)’<br />
and ‘Remote monitoring, early warning and failure diagnosis’. Similarly, other <strong>requirement</strong>s could be also interpreted.<br />
Then, all the phrases would be bundled into many affinity groups, and the header with its group members could be<br />
obtained in Figure 6.<br />
5.1.2 IPS 2 <strong>requirement</strong> prioritisation<br />
Step 1 Construct pair comparison matrix and test consistency<br />
An expert team is built <strong>for</strong> the evaluation IPS 2 <strong>requirement</strong> which consists <strong>of</strong> five experienced team members. They are<br />
procurement engineer, operator, end user, MRO engineer and IPS 2 designer. The work experience <strong>of</strong> experts ranged<br />
from 4 to 10 years in their own domains. Pair-wise comparisons between IPS 2 <strong>requirement</strong>s are conducted in each<br />
hierarchy until each comparison matrix can get th<strong>rough</strong> the consistency test.<br />
Take the R 4 (Guarantee and optimisation <strong>of</strong> normal operation), <strong>for</strong> example (R 41 : Compressor flow P 7m 3 /min,<br />
discharge pressure P 0.8 Mpa; R 42 : Integrated structure; R 43 : no vibration and air flow pulse, noise < 75 dB; R 44 : Simple<br />
and com<strong>for</strong>table manipulation; and R 45 : Energy saving rate: 18–35%), to illustrate computation process. The five<br />
experts’ comparison matrixes <strong>of</strong> <strong>requirement</strong> importance <strong>for</strong> R 4 are as follows:
International Journal <strong>of</strong> Production Research 6693<br />
Figure 6. Hierarchical structure <strong>for</strong> IPS 2 <strong>requirement</strong> <strong>of</strong> rotary oil-free air compressor.<br />
According to <strong>for</strong>mula (10) and (11), consistency ratio CR 1 = 0.010 < 0.1, CR 2 = 0.017 < 0.1, CR 3 = 0.029 < 0.1,<br />
CR 4 = 0.004 < 0.1 and CR 5 = 0.002 < 0.1, so the consistency <strong>of</strong> each pair-wise comparison matrix <strong>of</strong> the <strong>requirement</strong> R 4<br />
(Guarantee and optimisation <strong>of</strong> normal operation) is acceptable.<br />
Then, the group evaluation matrix <strong>of</strong> <strong>requirement</strong> ~R 4 can be obtained by combining the above five pair-wise<br />
matrixes together.<br />
2<br />
~R 4 ¼<br />
6<br />
4<br />
1; 1; 1; 1; 1 5; 7; 5; 3; 5 3; 3; 1=2; 1=3; 3 3; 5; 2; 2; 3 5; 3; 3; 1; 1=2<br />
1=5; 1=7; 1=5; 1=3; 1=5 1; 1; 1; 1; 1 1=2; 1=3; 1=8; 1=8; 1=2 1=2; 1=2; 1=2; 1; 1=2 1; 1=3; 1=2; 1=3; 1=8<br />
1=3; 1=3; 2; 3; 1=3 2; 3; 8; 8; 2 1; 1; 1; 1; 1 1; 3; 5; 7; 1 3; 1; 5; 3; 1=5<br />
1=3; 1=5; 1=2; 1=2; 1=3 2; 2; 2; 1; 2 1; 1=3; 1=5; 1=7; 1 1; 1; 1; 1; 1 3; 1=3; 3; 1=2; 1=5<br />
1=5; 1=3; 1=3; 1; 2 1; 3; 2; 3; 8 1=3; 1; 1=5; 1=3; 5 1=3; 3; 1=3; 2; 5 1; 1; 1; 1; 1<br />
3<br />
7<br />
5
6694 W. Song et al.<br />
The same procedure can be conducted to other IPS 2 <strong>requirement</strong>s and sub- <strong>requirement</strong>s to get their comparison<br />
matrixes. Other group <strong>requirement</strong> evaluation matrixes are not listed here due to space limitation.<br />
Step 2 Determination <strong>of</strong> the <strong>rough</strong> group <strong>requirement</strong> evaluation matrix<br />
Get the <strong>rough</strong> group comparison matrix R with the original group comparison matrix from the step 1. To get the <strong>rough</strong><br />
<strong>for</strong>m <strong>of</strong> group comparison matrix, it is necessary to trans<strong>for</strong>m the elements ~r ij in group IPS 2 <strong>requirement</strong> evaluation<br />
matrix ~R 4 into the <strong>rough</strong> number <strong>for</strong>m according to <strong>for</strong>mula (5)–(9).<br />
Take the element in ~r 42 ¼f5; 7; 5; 3; 5g in ~R 4 to illustrate the <strong>rough</strong> number conversion process,<br />
Lim(3) ¼ 3<br />
p<br />
Lim(5) ¼ ffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi<br />
4 5 5 5 3 ¼ 4:401<br />
p<br />
Lim(3) ¼ ffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi<br />
5 3 5 5 5 7 ¼ 4:829<br />
p<br />
Lim(7) ¼ ffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi<br />
5 3 5 5 5 7 ¼ 4:829<br />
p<br />
Lim(5) ¼ ffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi<br />
4 5 5 5 7 ¼ 5:439<br />
Thus, r k 42 can be represented in the <strong>rough</strong> number <strong>for</strong>m RN(rk 12 ),<br />
RN(r 1 12 ) ¼ RN(r3 12 ) ¼ RN(r5 12<br />
) ¼ RN(5) ¼½4:401; 5:439Š;<br />
RN(r 2 12<br />
) ¼ RN(7) ¼½4:829; 7Š;<br />
RN(r 4 12<br />
) ¼ RN(3) ¼½3; 4:829Š:<br />
According to the Equations (10)–(13), the average <strong>rough</strong> interval <strong>of</strong> RN(~r 42 ) ¼½4:152; 5:586Š. Similarly,the <strong>rough</strong><br />
number <strong>for</strong>m and average <strong>rough</strong> interval <strong>for</strong> other elements in the group decision matrix ~R 4 can be acquired.<br />
There<strong>for</strong>e, the <strong>rough</strong> group comparison matrix R 4 can be obtained,<br />
2<br />
3<br />
½1:000; 1:000Š ½4:152; 5:586Š ½0:804; 2:338Š ½2:324; 3:473Š ½1:069; 3:140Š<br />
½0:179; 0:241Š ½1:000; 1:000Š ½0:180; 0:377Š ½0:514; 0:642Š ½0:238; 0:573Š<br />
R 4 ¼<br />
½0:428; 1:244Š ½2:650; 5:550Š ½1:000; 1:000Š ½1:484; 4:167Š ½0:715; 3:027Š<br />
6<br />
7<br />
4 ½0:288; 3:473Š ½1:558; 1:945Š ½0:240; 0:674Š ½1:000; 1:000Š ½0:400; 1:668Š 5<br />
½0:318; 0:935Š ½1:746; 4:193Š ½0:330; 1:400Š ½0:599; 2:499Š ½1:000; 1:000Š<br />
In the same way, the other IPS 2 <strong>requirement</strong>s’ group comparison matrixes in <strong>rough</strong> number <strong>for</strong>m can also be<br />
obtained. Other group comparison matrixes in <strong>rough</strong> number <strong>for</strong>m are not listed here due to space limitation.<br />
Step 3 Calculate <strong>rough</strong> weights <strong>of</strong> IPS 2 <strong>requirement</strong><br />
Calculate <strong>rough</strong> weights <strong>of</strong> IPS 2 <strong>requirement</strong> and sub-<strong>requirement</strong> (see Table 4) in the light <strong>of</strong> <strong>for</strong>mulae (15) and (16).<br />
Similarly, the <strong>rough</strong> weights <strong>for</strong> the first hierarchy <strong>of</strong> IPS 2 <strong>requirement</strong>s can be obtained as follows.<br />
RW R0 ¼fw R1 ; w R2 ; w R3 ; w R4 ; w R5 g¼f½0:788; 1:454Š; ½0:360; 0:743Š; ½0:237; 0:287Š; ½2:495; 3:575Š; ½1:745; 3:081Šg<br />
The final overall weight is calculated using multiplication synthesis method from top level to bottom level.<br />
The results are also listed in Table 4. Normalised weights <strong>for</strong> other IPS 2 <strong>requirement</strong>s are also calculated similarly in<br />
Table 4.
Table 4. Rough weight <strong>of</strong> IPS 2 <strong>requirement</strong>.<br />
IPS 2 <strong>requirement</strong> Sub-<strong>requirement</strong> Rough weight Normalised <strong>rough</strong> weight<br />
R 1 (easy and accurate decision-making <strong>of</strong><br />
R 11 [1.000, 1.000] [0.788, 1.454] [0.082, 0.151]<br />
air compressor selection), [0.788, 1.454]<br />
R 2 (procurement process support), [0.360, 0.743] R 21 [0.329, 0.427] [0.118, 0.318] [0.012, 0.033]<br />
R 22 [1.296, 1.968] [0.466, 1.463] [0.048, 0.152]<br />
R 23 [1.355, 2.057] [0.488, 1.529] [0.051, 0.159]<br />
R 3 (quick start using <strong>of</strong> the air<br />
R 31 [0.680, 1.278] [0.161, 0.367] [0.017, 0.038]<br />
compressor <strong>system</strong>), [0.237, 0.287]<br />
R 32 [0.418, 0.925] [0.099, 0.266] [0.010, 0.028]<br />
R 4 (guarantee and optimisation <strong>of</strong><br />
normal operation), [2.495, 3.575]<br />
R 5 (efficient, and reliable MRO with<br />
accurate operation in<strong>for</strong>mation <strong>of</strong><br />
air compressor), [1.745, 3.081]<br />
International Journal <strong>of</strong> Production Research 6695<br />
R 33 [1.230, 2.420] [0.292, 0.695] [0.030, 0.072]<br />
R 41 [1.527, 2.696] [3.809, 9.639] [0.395 ,1.000]<br />
R 42 [0.331, 0.507] [0.825, 1.812] [0.086, 0.188]<br />
R 43 [1.037, 2.443] [2.588, 8.736] [0.269, 0.906]<br />
R 44 [0.533, 1.500] [1.330, 5.363] [0.138, 0.556]<br />
R 45 [0.643, 1.688] [1.605, 6.035] [0.167, 0.626]<br />
R 51 [0.373, 0.775] [0.650, 2.387] [0.067, 0.248]<br />
R 52 [1.024, 1.788] [1.786, 5.510] [0.185, 0.572]<br />
R 53 [0.986, 1.920] [1.720, 5.915] [0.178, 0.614]<br />
Table 5. Crisp <strong>requirement</strong> weight and rank <strong>of</strong> IPS 2 <strong>requirement</strong> under different <strong>vague</strong>ness.<br />
IPS 2 <strong>requirement</strong><br />
λ =0 λ = 0.5 λ =1<br />
Crisp weight Rank Crisp weight Rank Crisp weight Rank<br />
R 11 0.082 8 0.116 9 0.151 11<br />
R 21 0.012 14 0.023 14 0.033 14<br />
R 22 0.048 11 0.100 11 0.152 10<br />
R 23 0.051 10 0.105 10 0.159 9<br />
R 31 0.017 13 0.027 13 0.038 13<br />
R 32 0.010 15 0.019 15 0.028 15<br />
R 33 0.030 12 0.051 12 0.072 12<br />
R 41 0.395 1 0.698 1 1.000 1<br />
R 42 0.086 7 0.137 8 0.188 8<br />
R 43 0.269 2 0.587 2 0.906 2<br />
R 44 0.138 6 0.347 6 0.556 6<br />
R 45 0.167 5 0.396 3 0.626 3<br />
R 51 0.067 9 0.158 7 0.248 7<br />
R 52 0.185 3 0.378 5 0.572 5<br />
R 53 0.178 4 0.396 4 0.614 4<br />
Step 4 IPS 2 <strong>requirement</strong> prioritisation<br />
Then, IPS 2 <strong>requirement</strong> management team introduces the optimistic indicator λ = 0, 0.5 and 1, respectively, trans<strong>for</strong>ming<br />
the normalised <strong>rough</strong> weight <strong>of</strong> <strong>requirement</strong> into crisp value with <strong>for</strong>mula (17) (see Table 5).<br />
The weight <strong>of</strong> IPS 2 <strong>requirement</strong> can be seen in Table 5. When experts are more cautious (λ = 0), the priority <strong>of</strong> IPS 2<br />
<strong>requirement</strong> is as follows:<br />
R 41 > R 43 > R 52 > R 53 > R 45 > R 44 > R 42 > R 11 > R 51 > R 23 > R 22 > R 33 > R 31 > R 21 > R 32 :<br />
When experts have a moderate propensity (λ = 0.5), the priority <strong>of</strong> IPS 2 <strong>requirement</strong> is as follows:<br />
R 41 > R 43 > R 45 > R 53 > R 52 > R 44 > R 51 > R 42 > R 11 > R 23 > R 22 > R 33 > R 31 > R 21 > R 32 :<br />
When experts have much optimistic propensity (λ = 1), the priority <strong>of</strong> IPS 2 <strong>requirement</strong> is as follows:<br />
R 41 > R 43 > R 45 > R 53 > R 52 > R 44 > R 51 > R 42 > R 23 > R 22 > R 11 > R 33 > R 31 > R 21 > R 32 :
6696 W. Song et al.<br />
Table 6. Comparison between the I-CAC method and the method Company H used be<strong>for</strong>e.<br />
System perspective Lifecycle consideration Stakeholders interaction Value focus<br />
I-CAC model<br />
Company H’s<br />
method used<br />
previously<br />
Consider <strong>product</strong> and<br />
<strong>service</strong> <strong>requirement</strong><br />
<strong>system</strong>atically<br />
Fragmented and fixed<br />
<strong>requirement</strong> template<br />
Focus on full <strong>customer</strong> activity<br />
cycle (i.e. pre-use, during use,<br />
and post use)<br />
Focus on the static <strong>requirement</strong>s<br />
be<strong>for</strong>e selling <strong>product</strong> to<br />
<strong>customer</strong><br />
Consider different<br />
stakeholders interaction<br />
around <strong>customer</strong> activity<br />
Mainly focus on end user,<br />
and <strong>of</strong>ten ignores other<br />
stakeholders<br />
Core benefit <strong>of</strong><br />
<strong>customer</strong>, e.g. clean<br />
compressed air<br />
The <strong>product</strong> function,<br />
e.g. flow and pressure<br />
We invite the designers and lead <strong>customer</strong>s to evaluate the prioritising results from the <strong>rough</strong> group AHP method,<br />
and the interview results show the prioritisation are more accurate than that <strong>of</strong> the past. Both the lead <strong>customer</strong>s and<br />
designers confirm that the results reflect their real judgements and evaluations.<br />
If the manager takes different risk-bearing attitude, i.e. adopt different indicator λ, the crisp weight <strong>of</strong> IPS 2 <strong>requirement</strong><br />
would be different. For example, <strong>for</strong> the <strong>requirement</strong> R 11, the weigh is, respectively, 0.082 (λ = 0), 0.116 (λ = 0.5)<br />
and 0.151 (λ = 1). This difference would lead to their different design priority and resource allocation.<br />
The results indicate that R 41 (function: compressor flow P 7m 3 /min; discharge pressure P 0.8 Mpa), R 43 (Safe and<br />
smooth operation), R 45 (Energy saving rate: 18% to 35%), R 53 (remote monitoring, early warning and failure diagnosis)<br />
and R 52 (24-h <strong>service</strong>: feedback in 30 min, and on-site with spare parts in 3 h) are top five <strong>requirement</strong>s which should<br />
be given much priority. The weight rankings <strong>of</strong> some IPS 2 <strong>requirement</strong>s such as R 51 (disassembly and reassembly<br />
easily) and R 11 (pr<strong>of</strong>essional consulting and report <strong>of</strong> air compressor selection and matching) are dependent on the<br />
propensity <strong>of</strong> experts.<br />
R 41 and R 43 are considered to be the top two important <strong>requirement</strong>s because they are the compressed air user’s core<br />
value. In this respect, importance <strong>of</strong> R 41 and R 43 would influence the selection <strong>of</strong> IPS 2 business model in the later<br />
design phase, i.e. <strong>product</strong>-orientated, availability-orientated or result-orientated. Besides, according to the field survey,<br />
power consumption <strong>of</strong> compressed air <strong>system</strong>s accounts <strong>for</strong> about 20% <strong>of</strong> the total power consumption in the <strong>customer</strong><br />
company. Energy consuming costs <strong>of</strong> an air compressor account <strong>for</strong> about 70% <strong>of</strong> it lifecycle cost. There<strong>for</strong>e, R 45 is also<br />
given higher priority, and it is necessary to consider using variable frequency adjusting technology, heat recovery and<br />
pipeline optimisation to save energy in the following design phase. The experts highlight the R 53 , because it is necessary<br />
to know exactly where the problem is located when or even be<strong>for</strong>e a problem occurs. With fulfilment <strong>of</strong> R 53 , the maintenance<br />
<strong>of</strong> air compressor would be easier and cost effective <strong>for</strong> the IPS 2 provider.<br />
5.2 Comparison and discussion<br />
In order to reveal the effect <strong>of</strong> the I-CAC method in supporting elicitation <strong>of</strong> IPS 2 <strong>requirement</strong>s in the Company H, we<br />
compare this method with that Company H used previously. The company mainly uses collection template <strong>of</strong> <strong>requirement</strong><br />
which contains some fixed items such as <strong>product</strong> function, reliability and warranty. Table 6 presents the comparison<br />
between the I-CAC method and the method Company H used be<strong>for</strong>e.<br />
Requirement manager and engineers considered that the method provided a logical, understandable and step-by-step<br />
to analyse IPS 2 <strong>requirement</strong>s. They also said they <strong>of</strong>ten checked whether some <strong>requirement</strong>s has been covered or not<br />
with the I-CAC method. Besides, <strong>requirement</strong> manager and <strong>customer</strong> representatives regarded that the final priority was<br />
reasonable and acceptable because it reflected well the true perception <strong>of</strong> <strong>customer</strong>’s expectation. The <strong>requirement</strong><br />
manager also proposed that it was necessary to develop a computer <strong>system</strong> to support the <strong>requirement</strong> elicitation and<br />
evaluation.<br />
The <strong>customer</strong> <strong>requirement</strong> evaluation with fuzzy group AHP using symmetrical triangular fuzzy number (Kwong<br />
and Bai 2002) has also been applied in the case study <strong>for</strong> further comparison. The comparison results <strong>of</strong> <strong>rough</strong> and<br />
fuzzy <strong>approach</strong> are shown in Figure 7.<br />
The <strong>customer</strong> <strong>requirement</strong>s’ weights from <strong>rough</strong> group AHP and fuzzy group AHP are almost different with each<br />
other (see Figure 7). For example, the <strong>rough</strong> <strong>approach</strong> considers the R 41 as the most important <strong>customer</strong> <strong>requirement</strong><br />
(w 41 = 0.395, when λ =0; w 41 = 0.698, when λ = 0.5; w 41 = 1.000, when λ = 1). However, in the fuzzy <strong>approach</strong>, the<br />
<strong>requirement</strong> R 53 is considered as the most important <strong>customer</strong> <strong>requirement</strong> (w 53 = 0.420, when λ =0; w 53 = 0.710, when<br />
λ = 0.5; w 53 = 1.000, when λ = 1). The other IPS 2 <strong>requirement</strong>s also have different ranks, such as R 43 , R 45 and R 52 . The<br />
weight differences in the two methods are derived from the different subjectivity and <strong>vague</strong>ness manipulation<br />
mechanisms.
International Journal <strong>of</strong> Production Research 6697<br />
Figure 7. Comparison between <strong>rough</strong> and fuzzy <strong>customer</strong> <strong>requirement</strong> evaluation <strong>approach</strong>.<br />
In fact, the fuzzy interval that denotes the degree <strong>of</strong> subjectivity and <strong>vague</strong>ness is fixed in relation to the types <strong>of</strong><br />
membership functions. For example, in the fuzzy comparison process <strong>of</strong> R 4 , the five selected experts rate ‘R 41 ’ relative<br />
to ‘R 42 ’ are 5, 7, 5, 3 and 5, which are represented in <strong>for</strong>m <strong>of</strong> fixed fuzzy interval [4,6], [6,8], [4,6], [2,4] and [4,6],<br />
respectively (see Figure 8). The geometric mean <strong>of</strong> the five experts’ judgements is [3.776, 5.860] in the fuzzy <strong>approach</strong>.<br />
However, this average fuzzy interval does not truly reflect the actual situation <strong>of</strong> the judgements, because the boundary<br />
interval that denotes estimation range in <strong>customer</strong> <strong>requirement</strong> evaluation process varies across experts who have different<br />
knowledge, experience and expertise. On the contrary, in <strong>rough</strong> group AHP <strong>approach</strong>, the ratings <strong>of</strong> 5,7,5, 3 and 5<br />
are converted into the flexible interval <strong>for</strong>m [4.401, 5.439], [4.829, 7], [4.401, 5.439], [3, 4.829] and [4.401, 5.439],<br />
respectively (see also in Figure 8). This <strong>rough</strong> conversion brings a general description <strong>of</strong> experts’ opinion, and presents<br />
a more holistic judgement. The group average interval from the <strong>rough</strong> method is [4.152, 5.586] which not only reflects<br />
the size <strong>of</strong> weight but also the actual estimation range. Thus, the <strong>rough</strong> AHP provides a more accurate <strong>approach</strong> to<br />
describe the status <strong>of</strong> <strong>customer</strong> <strong>requirement</strong> <strong>of</strong> IPS 2 . The same results can be also found in other <strong>customer</strong> <strong>requirement</strong>s’<br />
Figure 8. Different <strong>vague</strong>ness manipulations <strong>for</strong> judgements on <strong>requirement</strong> R 41 relative to R 42 .
6698 W. Song et al.<br />
evaluation process. Besides, it is not necessary <strong>for</strong> the <strong>rough</strong> group AHP method to subjectively pre-<strong>set</strong> the fuzzy<br />
membership function <strong>for</strong> interval number conversion, which is common in fuzzy methods.<br />
The degree <strong>of</strong> <strong>vague</strong>ness measured by the interval <strong>of</strong> the boundary region influences the final weights <strong>of</strong> IPS 2<br />
<strong>requirement</strong>s. For example, in the <strong>rough</strong> method, the degree <strong>of</strong> <strong>vague</strong>ness <strong>for</strong> <strong>requirement</strong> R 11 is 0.069 (<strong>rough</strong> weight <strong>of</strong><br />
R 11 is [0.082, 0.151]), and its weight is 0.116 (λ = 0.5). However, in the fuzzy method, the degree <strong>of</strong> <strong>vague</strong>ness <strong>for</strong><br />
<strong>requirement</strong> R 11 is 0.087, and its weight is 0.222 (λ = 0.5). This is because <strong>of</strong> the fuzzy method’s overestimation <strong>of</strong><br />
<strong>vague</strong>ness degree (the boundary region) <strong>for</strong> <strong>requirement</strong> R 11 (0.087 > 0.069). The same can be found in the other<br />
<strong>requirement</strong>s’ weights.<br />
Furthermore, the <strong>rough</strong> group AHP method can identify the small change <strong>of</strong> expert group’s preference and inconsistency,<br />
because it can flexibly adjust its boundary according to consensus <strong>of</strong> experts’ preferences. For example, value <strong>of</strong><br />
judgements 5, 5, 5, 5 and 7 can be converted into fuzzy interval [4, 6], [4, 6], [4, 6], [4, 6] and [6, 8], and <strong>rough</strong> interval<br />
[5, 5.348], [5, 5.348], [5, 5.348], [5, 5.348] and [5.348, 7]. When experts readjust their judgements as 5,7,5, 3 and<br />
5, the fuzzy intervals are trans<strong>for</strong>med into [4,6], [6,8], [4,6], [2,4] and [4,6] and <strong>rough</strong> intervals are converted into<br />
[4.401, 5.439], [4.829, 7], [4.401, 5.439], [3, 4.829] and [4.401, 5.439]. Apparently, the newly trans<strong>for</strong>med fuzzy<br />
interval still has a fixed boundary two, which is not realistic in the practice because it cannot distinguish the change and<br />
inconsistency <strong>of</strong> experts’ judgements. In the fuzzy <strong>approach</strong>es, all the cognitive differences are assumed to be<br />
equidistant. This would ultimately influence the quality <strong>of</strong> decision-making in IPS 2 <strong>requirement</strong> evaluation.<br />
6. Conclusions and recommendation<br />
IPS 2 <strong>requirement</strong> elicitation and <strong>requirement</strong> prioritisation are two major challenges in the early development <strong>of</strong> IPS 2 .<br />
This is because few effective <strong>requirement</strong> generation tools <strong>for</strong> IPS 2 are available. Besides, prioritising the <strong>requirement</strong><br />
always involves qualitative, arbitrary and ambiguous linguistic judgements and preferences. This research explores to<br />
design a <strong>system</strong>atic IPS 2 <strong>requirement</strong> evaluation <strong>approach</strong> based on Group AHP and <strong>rough</strong> <strong>set</strong> theory. The proposed<br />
<strong>approach</strong> utilises the I-CAC to elicit the <strong>customer</strong> <strong>requirement</strong> <strong>of</strong> IPS 2 . It integrates strength <strong>of</strong> both group-AHP and<br />
<strong>rough</strong> <strong>set</strong> theory to handle subjective <strong>customer</strong> <strong>requirement</strong> assessments. The validation <strong>of</strong> the proposed <strong>approach</strong> in the<br />
case <strong>of</strong> air compressor shows that this <strong>approach</strong> can be used as an effective <strong>requirement</strong> evaluation tool <strong>for</strong> IPS 2 .In<br />
sum, the <strong>rough</strong> <strong>set</strong> <strong>approach</strong> reveals the following features:<br />
First, the I-CAC considering the interaction <strong>of</strong> different stakeholders provides a <strong>system</strong>atic process <strong>for</strong> IPS 2 <strong>requirement</strong><br />
elicitation. It also helps to generate the IPS 2 <strong>requirement</strong> from the perspective <strong>of</strong> lifecycle and <strong>customer</strong> value.<br />
Second, IPS 2 <strong>requirement</strong> evaluation using <strong>rough</strong> group AHP has a flexible boundary that well reflects expert’s subjective<br />
and <strong>vague</strong> judgements. Third, the proposed IPS 2 <strong>requirement</strong> evaluation method can avoid relying much on priori<br />
in<strong>for</strong>mation (e.g. pre-<strong>set</strong> membership functions in fuzzy methods). Fourth, the <strong>rough</strong> group method can discern the<br />
change <strong>of</strong> decision makers’ preferences, and manipulates the inconsistency <strong>of</strong> experts’ judgements in <strong>requirement</strong> evaluation<br />
process.<br />
Although the <strong>approach</strong> provides a simple and effective mechanism <strong>for</strong> IPS 2 <strong>requirement</strong> elicitation and evaluation<br />
involving subjective judgement in group decision environment, it has limitations. When the pair-wise comparison matrix<br />
does not pass the consistency test, experts have to adjust their judgements to pass the consistency test which is time<br />
consuming. Besides, <strong>industrial</strong> practitioners’ lack <strong>of</strong> <strong>rough</strong> logic domain knowledge may affect efficient use <strong>of</strong> the<br />
method. In future research, it is necessary to computerise the <strong>rough</strong> group AHP model to reduce the burden <strong>of</strong> the<br />
judgements’ adjustment and facilitate the use <strong>of</strong> the method. Rough group Analytic Network Process (ANP) <strong>approach</strong><br />
will be used to take into consideration the interdependencies among <strong>customer</strong> <strong>requirement</strong>s <strong>of</strong> IPS 2 . Also, to<br />
obtain innovative design concept <strong>of</strong> IPS 2 , the integration <strong>of</strong> the proposed <strong>requirement</strong> evaluation <strong>approach</strong> with other<br />
tools (e.g. QFD and TRIZ) could be considered in further research. In addition, more implementation tests are needed<br />
to gain external validity.<br />
Acknowledgement<br />
The authors would like to thank all the anonymous reviewers <strong>for</strong> their helpful comments and suggestions on this manuscript.<br />
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