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Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 98doi: 10.12720/jiii.2.2.98-107
Ontological Approach to New Product
Development
Department of Mechanical Engineering, University of Canterbury, Christchurch, New Zealand
Email: [email protected], [email protected]
Abstract—Determining the feasibility of new product
development (NPD) projects early in their lives is difficult
due to the large uncertainties involved with the conceptual
design stages. A system engineering approach is applied to
this area, using ontologies. We show that it is possible to
anticipate the production implications, including layout, flow,
and line balancing, on the flimsiest of design and market
information. In turn –and we believe this is important- the
results can then be fed back to the NPD process to further
inform the design, market-research, and cash-flow
considerations. Repetition of this process has the potential to
progressively remove the uncertainties and optimize the
NPD process as a while. These inferences can be useful for
giving engineering designers potential valuable information
to determine the production implications in the early new
product development (NPD) process.
Index Terms—ontology, new product development (NPD),
feasibility study, systems engineering (SE), optimization
I. INTRODUCTION
At its most fundamental level, engineering is about
developing technological solutions to complex problems
[1]. Those solutions include new products, plant,
infrastructure, software and analytical models, i.e.
technology systems in general. The engineering
problem-solving process uses systematic methods of
analysis, creative design, structured cognitive approach to
synthesizing solutions, and methodical construction of the
solution. It has also the ability to assess variables in
product development process by using application of
mathematical and science-based analysis.
There is need for elaborating the integration in
engineering problem-solving applications which can be
achieved by using systems engineering (SE) and
ontological approaches. These methods seek to capture the
interactions within the production system, specifically
interactions between the hierarchies of the product
feature-tree, the layout of the production plant, and the
workflow of the assembly tasks. In contrast conventional
approaches to manufacturing tend to treat the part, plant,
and flow characteristics as independent variables.
Ontological approaches help identify the hidden
system-level interactions, and then permit their
optimization for a better overall flow of product families
through a plant. Specific tools are available to help build
these ontologies, for example the Onto-Edit
platform(Protégé)may be used to capture and represent
concepts, their relationship and instances in product
design.
Existing applications of the ontological approach have
been to mature products in the production environment.
Our research question is somewhat different: we are
interested in the application to new product development
(NPD).
Specifically, we are interested in being able to predict
the production requirements of a product, early in the
design life cycle. This is worth doing for the potential to
predict production economics before the design is
finalized. In this paper we show that it is indeed possible in
principle to use the ontological approach to achieve this.
For this purpose, we start with a simple case study –hand
saw- positioned at the early conceptual design stage, and
from this we extract several production consequences of
the design, including space requirements for a given
production volume and workflow for assembly.
Furthermore, we defined an optimization model for
estimating costs and gains of the venture capitalists as an
economic feasibility study.
II. ENGINEERING APPROACHES FOR PROBLEM SOLVING
The purpose of engineering is always to meet a need,
whether of a client, customer, or society, and to do so in an
ethical and socially and environmentally acceptable
manner. Engineering ventures that seek to create new
value typically have an element of risk, both opportunity
and threat, and these need to be captured and avoided
respectively. Engineering activities require resources,
which are invariably finite, and require coordination,
management, and decision-making. Engineering
approaches can be divided into some categories as
follows:
A. “Design”: The Way to Find Solution
One of the characteristic engineering methods is design.
This is the mechanism that engineering uses for synthesis
of solutions, i.e. the bringing together of components into
holistic response to the problem. Design also readily
accommodates creativity and intuition at the early stages,
which complement the mathematically-rich processes of
analysis. The latter stages of design are purposefully
directed towards the construction of the solution, and
through drawings and other documents set the detailed
attributes of the solution. Engineering design traditionally
focuses strongly on the hard technology parts of the Manuscript received October 15, 2013; revised December 15, 2013.
Mohsen Karimi Haghighi and Dirk J. Pons
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 99
problem. It is still common to see an emphasis on clear and
unambiguous prior definition of design specification,
followed by a methodical process of creating design
features to provide the requisite functionality [2]-[6].
However this is a very insular view of design. Successful
products need not only good design, but real paying
customers. Those customers need to see a proposition of
value in the product. The NPD perspectives tend to be
better at representing this perspective. Specifically, they
identify the necessity of consulting the prospective
customer before starting the design process,. This is
typically done through marketing activities of focus
groups and the collection of customer requirements.
Methods like house-of-quality are then used to convert
these soft requirements into design variables [7]-[9]. NPD
also emphasizes, in a way that plain design does not, the
need to have a route to market – and to be thinking about
that route early in the design process. The route to market
consists of not merely the distribution channel and the
elements of the marketing mix (4P’s: product, price,
placement, place) but also the strategic decisions about
partnerships/competition with other firms, complementary
products/service, the product life-cycle, project
management, and the cash flow requirements of the
venture.
Early design is characterized by great uncertainties. the
information is qualitative and the relationships of causality
between variables are subjective [10]. This makes for a
difficult environment for decision-support tools. Although
there are a number of systematic approaches to design,
including those of the European tradition [2]-[6], decision
support tools [11]-[13], project management (PM)[14],
and attempts to set design in the organizational context
[7]-[9], the focus is often design and product-centric. By
comparison, SE takes the broader view of the product
life-cycle [15] of which design is only a part.
B. Practical Construction of the Design into Tangible
Solution
A problem is only solved when the need is satisfied.
Thus another characteristic engineering method is the
practical construction of the design into tangible solution.
This involves manufacture (products), fabrication (plant),
construction (infrastructure), development (software), or
other such processes. Additional methods are used within
these processes, as relevant. For example, manufacturing
engineering can develop production management, quality,
PM, lean, and enterprise resource planning (ERP). These
are now substantial methodologies in their own rights, and
used outside of engineering, but all originated within
engineering. Such is the usefulness of the systematic
engineering approach to problem-solving that it has been
applied to many other disciplines.
C. Handling Problems by SE
The purpose of SE is to solve complex problems by
organizing the interconnections between elements. These
elements are typically organizational and include work
tasks as in PM, but extend also to design activities,
customer satisfaction, quality, life-cycle, modeling and
optimization, resources, support for decision-making and
interdisciplinary activities. SE seeks to apply a holistic
synthesis, as opposed to the hierarchical decomposition of
work of PM, but it is acknowledged that there are
similarities and overlaps. PM is a more established and
standardized process, as evidenced in the PMBOK [16],
whereas SE requires a thoughtful application to each
situation under examination.1
SE is a powerful method for handling complex
problems where the solution is not a linear collection of
tasks. It therefore accommodates the iterative processes of
design, and the complexity of a non-routine problem,
which is difficult for PM. However, the type of
information involved in coordinating these complex
projects which is often qualitative rather than quantitative
is an important challenge.
D. Engineering Feasibility Study
Not only is engineering itself a systematic approach to
problem-solving, but it also uses a systematic approach to
organize many individual problem-solving efforts. One of
the most important parts of any major engineering
undertaking is the engineering feasibility study. When
done correctly, this study addresses the relevant factors to
create a comprehensive cost vs. benefit picture, allowing
companies to assess the project accurately before deciding
whether or not to proceed. In situations of high uncertainty,
the feasibility study will suggest ways of minimizing
exposure to the threat part of the risk, while optimizing the
ability to capture the opportunity part of the risk [17]. The
feasibility study identifies the problem and opportunity
areas, and selects the focus area and potential solution. It
also explores the economical and technological solutions
to select a route to achieve the outcomes. The purpose of
feasibility study is not to solve the problem, but to
determine whether the problem is worth solving.
A staged approach is common, with the study
identifying the technological and other barriers to progress
of the venture, delimiting the uncertainties in knowledge,
and anticipating the research and development project
efforts required to overcome those barriers and resolve
those uncertainties. There may be several such stages as a
venture moves from early conceptual design through to
prototyping and onwards into production. Termination
decisions may be make at the end of each such stage,
thereby limiting the losses if the venture should become
non-viable for any reason.
Each feasibility study might be composed of many parts
[12]addressing the different aspects: intended product
functionality; the proposition of value to customers;
technology & production capability, and barriers thereto;
target markets and user needs; resource implications;
return on investment (ROI); competitors and how the
product is differentiated from competitors; distribution
1The primary purpose of PM (as it is commonly practiced) is to identify
tasks (hence work-breakdown-structure -WBS) and sequence them in a
timeline (hence Gantt chart or network diagram), for which it relies on the specification being well-defined at the outset, and the existence of a
well-defined solution path where the individual tasks can be anticipated
at the initial planning stage. With PM the main interaction between tasks is temporal: there is a strong precedence in time where one task needs to
precede another, in simple one-directional relationship of causality.
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 100
and promotion; milestones and timeframes for completion;
risks (threat and opportunities); intellectual property and
freedom to operate; product life cycle and environmental
implications.
In the specific situation under examination we are
interested in certain parts of the feasibility study, namely
the production capability and the production economics.
These have historically been among the most difficult
parameters to determine in early stage NPD projects, and
hence this is a particularly challenging problem.
III. ONTOLOGICAL APPROACHES
A. Principles
An ontology, as applied in the systems engineering
perspective, is a database that lists and categorizes
different concepts such as the resources available in an
organization, and shows the relationships between them. It
is primarily the representation of relationships between
concepts that is the point of difference compared to a
conventional database, and allows the connectedness
between concepts to be explored and optimized.
Ontologies are made by class (concepts) and relationships
or connections between concepts [18]. These visual
representations help the systems engineer to understand
what is going on in the system, which is otherwise difficult
to perceive in a conventional database. Semantic
web-based applications [19] such as Onto-Edit platform
(Protégé) [20]-[22] can be used for constructing
Ontologies. Protégé is a free, open source ontology editor
(platform) and a knowledge acquisition system [14]-[17].
At a conceptual level, it helps ontology developers to have
an idea about domain models without knowing the syntax
of the language [13]. Browsing the classes and properties
can be possible through plug-ins (OntoViz, TGViz) and its
query tab allows searching [14]. It has many plug-ins
available for extending ontology construction, constraint
axiom, inferring and integration functions. Besides, there
are other types of semantic web-based
applications/languages which can help import or export
ontologies and develop them in their own format, such as
resource description framework (RDF), RDF schema
(RDFS), DARPA agent mark-up language + ontology
interchange language (DAML+OIL), extensible mark-up
language (XML), web ontology language (OWL) and
unified model language (UML)[18].
B. Applications
Typical applications of ontologies are to represent the
enterprise processes [23]. The main focus of the literature
is on the use of semantic methods to represent the
interconnectedness within systems, e.g. product design,
process planning, and manufacturing process. For
example, these methods have been useful in exploring the
operational and structural implications of engineering
products [24], and handling CAD data [19], [25].
Ontologies have also been applied specifically to
formalize knowledge sharing [26]-[24]. Developing
different ontologies to identify team profile, design and
production process is investigated in the literature [19],
[25], [27-28]. Existing ontologies have been applied
primarily to the physical sub-structure of the design
(product variants and model-tree relations), specific
products, decision support, enterprise processes
(corresponding to ERP), or general principles without
application.
In the production engineering area, the ontological
approach has the potential to organize modular systems for
use in NPD [29]. Platform-based (modular) product
developments seek to assemble components in different
ways to make product families [29], [30]. The benefits of
this strategy are increased diversity, decreased
time-to-market, and reduced design and manufacturing
costs [31]. They also have the potential to permit mass
customization. Modular (platform-based) product
development normally necessitates association of
geographically different workers from engineering design,
manufacturing, marketing, distribution, etc. These product
development efforts more generally modeled using
standard PM techniques relying on the WBS for assigning
specific members of the distributed team to certain
activities process [32], [33]. However, the PM methods
often struggle to represent the complexity of the
interactions [34], [35].There are also many problems in
traditional PM systems such as lack of reliable data storage
and consistent methods of reclaiming and reusing
information and knowledge. To be fair, the same
limitation also applies to the design methodologies.
However, there are some limitations in the use of
ontological approaches such as they need primary
preparation before being used [25]. There is also need to
develop reusable engineering models and provide the
system perspectives, e.g. to be able to take a holistic view
of the interactions between style design, engineering
design, analysis, manufacturing systems, and the CAD
activities [36]. Another serious limitation is that the
ontologies that have been fielded are abstract rather than
concrete. It is not immediately obvious how a design or
production manager might construct an ontological
approach, and the actual relevance to product design, PM,
production and marketing has not always been clear. So on
counts of applicability and relevance, ontologies have not
always scored highly.
TABLE I. CORRESPONDENCE BETWEEN ONTOLOGY CONCEPTS AND
UML NOTATIONS [39]
Ontology Concept UML Notations
Class Class, Property
Property Attributes, Association
Restriction Constraints defined by OCL
Data Type Data Type
Instance and Value Object Instance and Attribute Value
C. Context of Operational Implication sin Ontology
Unified model language (UML)is a general technique
for developing software engineering models as well as
high-quality object-oriented systems [35]-[36]. An
important part of UML is object constraint language (OCL)
that can be used for realizing the pre- and post-conditions
for operations as well as describing operation definitions
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 101
[37], [35]. Using UML,ontology information can be
represented in the format of class (concepts in the domain)
diagrams as well as OCL [37], [38], [35], but with some
differences in their concepts and relationship notations
which are shown in Table I and Table II respectively[39].
Ontologies can be represented graphically using UML in
order to be clearer for users. However, there is some
plug-ins in protégé that can support UML but not accepted
as widely as UML. Some instance of these plug-ins are
Ontoviz, OWLVizand Jambalaya. Fig. 1 is an example for
these plug-ins. However, operational implications of
ontologies cannot be supported in protégé while can be
supported by OCL in UML [39]. Hence, it is necessary to
consider the power of OCL in the implementation of
operational implications in ontological approaches [35],
[37].
Figure 1. Main ontology for the HAND SAW case study. This was constructing by Protégé and its functional plug-ins
As shown in Table II, there are three types of
relationship in UML and ontology that can be used to
describe the relationship between concepts [35], [39].
TABLE II. CORRESPONDENCE OF RELATIONSHIP BETWEEN ONTOLOGY
PROPERTIES AND UML [39]
Ontology UML Description
is_a Generalization Inheritance relation
between classes
has_attribute_of Association Relations between an
object and its attributes
has_part_of Composition Composition relation
between classes
TABLE III. A MAPPING BETWEEN DAML AND UML [41]
DAML concepts UML concepts
Ontology Package
Class Class
Hierarchy Class Generalization Relation
Properties Attributes
Restrictions Constraints
Cardinalities Multiplicities
Data Types Data Types
Instances Object Instances
Values Attributes Values
D. Context of Structural Implications in Ontology
Extensible mark-up language (XML) which is
developed by the World Wide Web Consortium (W3C),
allows information to be more accurately described. The
DARPA agent markup language (DAML) is developed as
an extension to XML since XML has a limited capability
to describe the relationships (schemas or
ontologies).DAML+OIL is the latest version of DAML
with the key ingredients such as XML, RDF, OIL, DAML
and Description Logics. It provides a rich set of constructs
in order to create ontologies and to mark up information,
thus it is machine readable and understandable. It has been
also submitted to W3C as a proposal for the basis of the
W3Cweb ontology language. It is designed to describe the
structure of a domain as it is an ontology language. It uses
an object oriented approach, with the structure of the
domain being described in terms of classes and properties
[40]. UML has been used directly as an ontology
representation, a modeling method for knowledge
representation languages and a graphical front-end for
DAML+OIL. Standard UML models can be transformed
into DAML+OIL ontologies [38], [41].DAML+OIL lack
representation possibilities such as a graphical front-end.
Generally, they do not have sufficient tool support, while
UML is a commonly accepted graphical notation that can
be used to represent DAML ontologies[41].To this end,
there is need for a mapping between DAML and UML as
shown in Table III. Fig. 2 shows a UML diagram for
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2014 Engineering and Technology Publishing 102
ontology structure of product which can illustrate
structural relationships in the concepts of production.
IV. CHALLENGING ISSUES AND OBJECTIVES
Anticipating production implications early in the design
process is important because production is a crucial
determinant of quality and cost. In particular, it is
important to be able to determine the engineering
economics as early as possible. This is valuable
information which can be used to inform the early design
stages where much of the production cost is committed,
and thereby provide for an early optimization of the design.
It also informs the marketing feasibility study, since price
and placement (distribution) are also volume-dependent.
This is a challenging problem because of the subjective
causality and qualitative information available at this stage.
This type of information would be of particular use to
venture capitalists and the decisions on capital rationing to
decrease production costs. At present there is a dearth of
methods available to assist this particular feedback loop.
Figure. 2. System model of the entrepreneurial process surrounding a new product development. This diagram is represented in IDEF0 systems
engineering notation [37].
V. METHODOLOGY
In this research we explore the application of an
ontological approach to assess operational implications in
NPD. The potential benefits are increase in product quality
and improvement in the work flow position of start-up
firm. Thus, as shown in Fig. 2, from our perspective, we
see the design of an innovative product as a set of activities
that are embedded within a start-up firm that is
concurrently researching the market, finding the
development funds, creating an organizational platform
(including production capability), and determining the
feasibility of its new product. The methodology we
followed in this research consists of a number of steps as
follow. First, by way of context we take a SE perspective
and create a model for the overall process of new product
entrepreneurship. This model incorporates the traditional
engineering design activities in product development and
is shown in Fig. 2. Second, we construct main ontology
(department: operational areas within the firm) using
Protégé as shown in Fig. 1. It is achieved from a number of
sub-ontologies for product(parts) and manufacturing
processes. Third, we extract the information from these
ontologies and further process it to extract the operational
inferences (work flow and facility layout planning). For
this stage we resort to manual methods, as these features
are not available in ontological systems. However the
principles are nonetheless valid. Forth, we integrate these
ontologies and operational inferences to study the
feasibility issue and optimization model. In particular we
use CORELAP to determine the layout. We illustrate the
application of these methods to a simple conceptual model
of a HAND SAW, comprising three parts each with
relatively simple features, and an assembly tree, see Fig. 3.
Each part feature is assumed to require a manufacturing
process, and those machine tools are structured into
production departments.
Figure. 3. Handsaw product used in case study
VI. RESULTS AND EVALUATION WITH CASE
STUDY(HAND SAW)
Parts product ontology
Manufacturing process ontology
Departmental ontology
Create work flow
model
For a given product e.g. HAND SAW
Production flow
Blade
Handle
Pins
Create CAD
models
Process plan for
design activity
Create Plant
LayoutDepartments
Facility areas
CAD,
SolidWorks
Out of scope
Cutting
Drilling
Grinding
Turning
etc. Plan
Communicator
Plant layout
CORELAP
Flow diagram
Machine
tools
ontology
Product
ontology
Feasibility and
Optimization
Figure. 4. Possible integrations and sequences between main
implications
It will be noted that the case study HAND SAW is not
specified in detail: this is consistent with the early stages
of design where the ideas are conceptual rather than
detailed. The results show that it is nonetheless possible to
extract useful production implications from this
ambiguous situation. We start with the reasonable
assumption that a production facility will be needed for the
mass production of the HAND SAW. We can also make
use of pre-existing production knowledge, namely
knowledge about production processes that may be used to
create different types of geometric features on parts. Also
known is type of plant & equipment that is required to
Create an organisational
platform(1: Om-5)
Initial seed funds
Find development funds
(Ent-2)
Determine Feasibility
(Ent-3)
Product design or engineering
science feasibility
Design innovative product (service/ system/process)
(Nv)
Organisational entity (external structure, to
interact with the external environment)
Internal structure of organisation (to coordinate
internal effort in the production of value)
new design of product (service)
Research market (1: Om-4-2-1)
customer value preferences (voice)
competitor's capability
degree to which products (own or
competitor's) are rare, inimitable, and
valuable
Production feasibility
Economic feasibility
Organisational financial capital
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 103
provide those production processes. Thus a cylindrical
part feature might require turning, which is achieved by a
lathe. We also know the type of production rates of these
various machines, their typical physical sizes, and their
compatibility with other processes (e.g. hot-work
processes will need to be separated from fine assembly
tasks). The point we make is that much of this knowledge
is already known by production engineers – it is just that it
is not easy to integrate it together and make it available to
the inventor who is working early in the NPD cycle. This
is where the ontology comes in. The ontology permits
relationships to be established between part features,
manufacturing processes, machines, departments, and
assembly times. The overview of the system is shown in
Fig. 4. It allows us to explore how part features cause
production implications in production department. The
logic of the resulting ontology structure is shown in Fig. 5.
-+productID : char
-+part : Part
-+assembly : Assembly
-+description : char
-+productDefinitionType : ProductDefinitionType
-+manufacturing : Manufacturing
Product
*
-part
*
-+assemblyID : char
-+part : Part
-+featureType : FeatureType
-+assemblyFeature : AssemblyFeature
Assembly
-+assyFeatureID : char
-+part : Part
-+jointFeature : JointFeature
-+material : char
AssemblyFeature
-+featureTypeID : char
-+assemblyFeature : AssemblyFeature
-+jointFeature : JointFeature
-+geometricFeature : GeometricFeature
FeatureType
-+partID : char
-+description : char
-+geometricFeature : GeometricFeature
Part
-+assyFeatureID : char
-+jointType : char
-+geometricFeature : GeometricFeature
-+joiningMethod : char
JointFeature
-+geometricFeatureID : char
GeometricFeature
-+manufacturingID : char
-+manufacturingProcess : ManufacturingProcess
-+assembly : Assembly
Manufacturing
-+manufProcessID : char
-+geometricFeature : GeometricFeature
ManufacturingProcess
-+productDefinitionTypeID : char
-+description : char
ProductDefinitionType-+productSegmentTypeID : char
-+productDefinitionType : ProductDefinitionType
ProductSegmentType
*
-Assembly
*
-part *
*
*
-productionDefinitionType *
-productDefinitionType
**
*
-manufacturingProcess *
-geometricFeature*
*
-geometricFeature
*
*
-jointFeature
*
*
-jointFeature*
*
*
-part*
-geometricFeature
*
*
*
-featureType
*
*
-assemblyFeature
*
*
-manufacturing
*
-assembly Feature
*
*
*
-geometricFeature*
-assembly
*
*
Figure.5. Product ontology structure in UML
At this stage there is no automatic integration with part
features with CAD, nor with the CAD assembly tree,
instead, we process that information manually in this case
study, to prove the notion.
A. Layout Planning
For defining the layout of our firm in order to produce
HAND SAWS, we used the CORELAP method as a
technique of facility layout planning. This is based on the
calculation of the relationships between activities in each
department with other departments. The algorithm of this
method acts as follows: the sum of each activity's closeness
relationships will be compared with all other activities and
the activity with the highest total closeness relationship
(TCR) will be selected and located first at the centre of the
layout matrix and will be designated the “winner”. Then,
the activity with the highest closeness relationship with the
winner will be selected and placed as adjacent as possible
to the winner in the best location neighboring to the
previously placed departments. This activity will be called
“A” (closeness absolutely necessary) and named as
“victor”. A search of winner's remaining relationships for
more A-related victors will then be made and placed as
close to each other as possible. If no more “A” can be
found, the victors become potential winners and their
relationships will be searched to find “A”. If an “A” is
found, the victor becomes the new winner, and the
procedure will be repeated. When no “A “is found, the
same procedure will be repeated for “E” (closeness
especially important), “I” (closeness important), and “0”
(Ordinary closeness o.k.) until all activities have been
placed in the layout. CORELAP also puts a value on the
“U” (closeness Unimportant) and “X” (closeness not
desirable) relationships. The major steps of this algorithm
are: a) defining basic data, b) determination of placement
order, c) placement of departments in the layout, d) finding
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 104
the total score of the layout. Its input requirements also are:
a) number of departments, b) closeness relationship as
given by REL-Chart, c) weighted ratings for REL-Chart
entries. See Fig. 6.
Figure. 6. REL-Chart
In this method, the final layout will not have a regular
rectangular shape. Therefore, we had to modify it slightly
to suit the situation. Fig. 7. shows the final layout after
modification.
Figure. 7. Final layout
B. Flow Determination
By focusing on the flow of material in our layout, we
investigated the sequence of material movement. The
analysis of material movement (flow) involves
determining the most effective sequence(s) of moving
materials through the necessary steps of the involved
process(s) and the intensity or magnitude of these moves.
An effective flow means that materials will move
progressively through the process, always advancing
toward completion and without excessive detours or
back-tracking (counter flow). Flow of materials analysis is
the heart of layout planning, wherever movement of
materials is a major portion of the process especially when
materials are large or heavy or many in quantity, or when
transport or handling costs are high compared with costs of
operation, storage, or inspection.
C. Determining the Method for Flow Analysis
There are various methods of analyzing flow of
materials. Actually, a part of the problem is to know which
method should be used for any given project. The various
methods which are based on the volume and varieties of
materials are as follow:
Using Operation Process Chart (OPC) for one or a
few standardized products or items
Using Multi-Product Process Chart for several
products or items.
In case of having many products or items, it is
better to
o Combine them into logical groups and
analyze as 1 or 2 above, or
o Select sample products or items and apply
1 or 2 above.
Using From-To Chart for so many diversified
products or items.
Different methods of flow analysis should be used for
various conditions of product volume and variety, and it
can guide the type of analysis which is needed to make.
However, as shown in Fig. 8 and Fig. 9, we have
investigated the OPC in our research as we have only one
product as a case study. The other methods are suitable for
larger number of case studies.
Inward
Inspection
Store accepted sheets,
timbers & wires in the
Inward stores
Cutting sheets
with Inspection
Cutting
timbers with
Inspection
Part wires
with
Inspection
Saw-toothing, facing,
grinding & drilling with
Inspection
Wood-turning,
grinding & drilling
with Inspection
Chamfering with
Inspection
Buffer & Delay Buffer & DelayBuffer & Delay
Assemble
with
Inspection
Figure. 8. Operation process chart (OPC)
Figure. 9. Process flow chart
D. Line Balancing
The method also lends itself to being able to predict the
line balancing requirements. For this we need to anticipate
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 105
a production volume –which of itself is information that is
important for and derived in conjunction with market
analyses. To illustrate, we make the following assumptions:
Demand = 10 SAW/Day; Shift hours = 8 hours; Number of
shifts =2. The results of the calculations, shown below,
may then be overlaid on the layout, see Fig. 10.
Inward
Store
Cutting
Blade
Drilling
Wood
Turning
Cutting
Handle
Saw-
toothingGrinding
Assemble
Chamfering
Facing
Part
Wires
10
30 30
40+40=8070 10+10=20
30
670
6 12
30
50120200
242354
324312
318 212
364
Figure. 10. Line balancing model
( )
( )
( )
( )
( )
( )
E. Economic Feasibility Study (Optimization)
Economic Feasibility study can be used to a priori
estimation and evaluation of the costs and the gains of the
venture capitalists based on their investments in the firm.
In our case study, we defined it as an optimization model
that can use variables such as production level, quality
level and capital investments. The strategic goal is
expected to reach Production target (p*), Quality target (q*)
and Capital investments (C).p*is the sum of firm
production volume and can be taken after answering the
question on how scalable is a particular production firm
regarding production volume? -q* is the minimum quality
of product based on an as effective as possible innovation,
quality performance, etc. which are very important
variables in the NPD. There are some variables which
should be considered in the C such as longitudinal cash
flow (return on sale and investment, Gross Margin, etc.),
timing of income streams (increasing cash flow from a
variety of different sources), time value of money (product
cost and price % reduction per year), etc. These variables
are important for estimating cost of product that can be
calculated from product costs (total operating cost, total
engineering cost, general and administrative cost,
development cost, etc.) at introduction to market. However,
we considered the three mentioned variables in our current
optimization model and will investigate the other variables
in our future work for more complex case studies. The total
investment is denoted by A that is needed by each firm to
reach the production and the quality target. It is the sum of
the investment for the process innovation in term of
production increase (Ap) and the investment for the
product innovation in term of quality increase (Aq).
A = Ap+ Aq (4)
where p is the process innovation in term of production
increase and q is the product innovation in term of quality
increase. They can be considered linearly dependent to the
investment Ap and Aq respectively.
p = μAp q = σ Aq (5)
The total amount of resources of income streams for this
model is represented by the common fund (CF), that is
formed by the contributions provided by venture capitalists
for firm, and is denoted by ∑nAn°
CF = ∑nAn° (6)
The goal is to maximize the Gain of the firm as objective
function:
G = αP + βQ – C (7)
Subject to constraints on Production level, Quality level
and Capital investment as follows:
P=p ≥ p* (8)
Q=Min(q )≥ q*
C=A ≤ C
This model is a typical LP problem, where α and β are
the measuring of the improvements in financial terms.
VII. CONCLUSIONS AND FUTURE WORK
We have examined the existing mechanisms in SE and
ontological engineering models, and applied these to the
early stages of the NPD process. We have shown it is
possible to anticipate the production implications,
including layout, flow, and line balancing, on the flimsiest
of design and market information. In turn –and we believe
this is important- the results can then be fed back to the
NPD process to further inform the design, market-research,
and cash-flow considerations. Repetition of this process
has the potential to progressively remove the uncertainties
and optimize the NPD process as a while. As a future work
of our ongoing research, we plan to investigate other
variables for more complex case studies. Another future
line of research is to add the people dimension to the
solution. We therefore also plan to provide a wider and
richer treatment of resources than is possible from the PM
methodology with its instrumentalist focus on resources as
units of work. There is a need to enhance integrative
management of resources, represent and find value in the
degrees of association between people, and increase the
quality of relationships, and the systems engineering and
ontological approaches have potential here. Specifically,
the ontological approach has the potential to show deeper
and more nuanced, specific interactions between people
and resources.This issue along with the main objective of
the paper will be particularly useful in knowledge-sharing
achievements, asynchronous interactions and
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 106
cross-organizational relationships between concepts in
new systems in order to achieve high integrity and
productivity in feasibility of new engineering projects.
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Mohsen Karimi Haghighi is a PhD student in
Mechanical Engineering, University of Canterbury,
New Zealand. His research interest includes New Product Development, Lean Manufacturing,
Flexible Manufacturing Systems, Design of
Manufacturing Systems, Virtual Manufacturing, CIM, CAD/CAM, Decision Making and
Optimization, Operation Research and its
Application in Engineering and Management Systems, ERP, CMMS, Facility Layout Planning, Assembly Line
Balancing, Planning, Project Control, Project Management and
Scheduling, Simulation and Modeling, Statistics and Probability.
Journal of Industrial and Intelligent Information Vol. 2, No. 2, June 2014
2014 Engineering and Technology Publishing 107
Dirk Pons (PhD) has a research agenda that is
focused at the intersection of engineering and
organisations. He is interested in Engineering design
and new product development (NPD) (including management thereof), Systems engineering and
modeling of enterprise processes, Engineering
management (including knowledge management, innovation, entrepreneurship, governance, strategic
risk management), Production management (including Lean inventory,
JIT systems, process optimisation, high-value manufacturing), Project management practice and application to novel areas, Risk management
and reliability engineering, and Human error in technology situations.