Knowledge-based configuration
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Knowledge-based configuration, also referred to as product configuration or product customization, is an activity of customising a product to meet the needs of a particular customer. The product in question may consist of mechanical parts, services, and software. Knowledge-based configuration is a major application area for
artificial intelligence Artificial intelligence (AI) is the capability of computer, computational systems to perform tasks typically associated with human intelligence, such as learning, reasoning, problem-solving, perception, and decision-making. It is a field of re ...
(AI), and it is based on modelling of the configurations in a manner that allows the utilisation of AI techniques for searching for a valid configuration to meet the needs of a particular customer.


Background

Knowledge-based configuration (of complex products and services) has a long history as an
artificial intelligence Artificial intelligence (AI) is the capability of computer, computational systems to perform tasks typically associated with human intelligence, such as learning, reasoning, problem-solving, perception, and decision-making. It is a field of re ...
application area, see, e.g. Informally, configuration can be defined as a "special case of design activity, where the artifact being configured is assembled from instances of a fixed set of well-defined component types which can be composed conforming to a set of constraints". Such constraints represent technical restrictions, restrictions related to economic aspects, and conditions related to production processes. The result of a configuration process is a product configuration (concrete configuration), i.e., a list of instances and in some cases also connections between these instances. Examples of such configurations are computers to be delivered or financial service portfolio offers (e.g., a combination of loan and corresponding risk insurance).


Theory and complexity of configuration

Numerous practical configuration problems can be analyzed by the theoretical framework of Najmann and Stein, an early axiomatic approach that does not presuppose any particular
knowledge representation Knowledge representation (KR) aims to model information in a structured manner to formally represent it as knowledge in knowledge-based systems whereas knowledge representation and reasoning (KRR, KR&R, or KR²) also aims to understand, reason, and ...
formalism. One important result of this methodology is that typical optimization problems (e.g. finding a cost-minimal configuration) are
NP-complete In computational complexity theory, NP-complete problems are the hardest of the problems to which ''solutions'' can be verified ''quickly''. Somewhat more precisely, a problem is NP-complete when: # It is a decision problem, meaning that for any ...
. Thus they require (potentially) excessive computation time, making
heuristic A heuristic or heuristic technique (''problem solving'', '' mental shortcut'', ''rule of thumb'') is any approach to problem solving that employs a pragmatic method that is not fully optimized, perfected, or rationalized, but is nevertheless ...
configuration algorithms the preferred choice for complex artifacts (products, services).


Configuration systems

Configuration systems, also referred to as configurators or mass customization toolkits, are one of the most successfully applied
artificial intelligence Artificial intelligence (AI) is the capability of computer, computational systems to perform tasks typically associated with human intelligence, such as learning, reasoning, problem-solving, perception, and decision-making. It is a field of re ...
technologies. Examples are the automotive industry, the telecommunication industry, the computer industry, and power electric transformers. Starting with rule-based approaches such as R1/ XCON, model-based representations of knowledge (in contrast to rule-based representations) have been developed that strictly separate product domain knowledge from problem solving knowledge—examples thereof are the
constraint satisfaction problem Constraint satisfaction problems (CSPs) are mathematical questions defined as a set of objects whose state must satisfy a number of constraints or limitations. CSPs represent the entities in a problem as a homogeneous collection of finite const ...
, the
Boolean satisfiability problem In logic and computer science, the Boolean satisfiability problem (sometimes called propositional satisfiability problem and abbreviated SATISFIABILITY, SAT or B-SAT) asks whether there exists an Interpretation (logic), interpretation that Satisf ...
, and different
answer set programming Answer set programming (ASP) is a form of declarative programming oriented towards difficult (primarily NP-hard) search problems. It is based on the stable model (answer set) semantics of logic programming. In ASP, search problems are reduced ...
(ASP) representations. There are two commonly cited conceptualizations of configuration knowledge. The most important concepts in these are components, ports, resources and functions. This separation of product domain knowledge and problem solving knowledge increased the effectiveness of configuration application development and maintenance, since changes in the product domain knowledge do not affect search strategies and vice versa. Configurators are also often considered as "
open innovation Open innovation is a term used to promote an Information Age mindset toward innovation that runs counter to the secrecy and silo mentality of traditional corporate research labs. The benefits and driving forces behind increased openness have b ...
toolkits", i.e., tools that support customers in the product identification phase. In this context customers are innovators who articulate their requirements leading to new innovative products. "Mass Confusion" – the overwhelming of customers by a large number of possible solution alternatives (choices) – is a phenomenon that often comes with the application of configuration technologies. This phenomenon motivated the creation of personalized configuration environments taking into account a customer's knowledge and preferences.


Configuration process

Core configuration, i.e., guiding the user and checking the consistency of user requirements with the knowledge base, solution presentation and translation of configuration results into
bill of materials A bill of materials or product structure (sometimes bill of material, BOM or associated list) is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, parts, and the quantities of each needed to manufacture an Prod ...
(BOM) are major tasks to be supported by a configurator. Configuration knowledge bases are often built using proprietary languages. In most cases knowledge bases are developed by knowledge engineers who elicit product, marketing and sales knowledge from domain experts. Configuration knowledge bases are composed of a formal description of the structure of the product and further constraints restricting the possible feature and component combinations. Configurators known as
characteristic based product configurator A characteristic-based product configurator is a product configurator extension which uses a set of discrete variables, called characteristics (or features), to define all possible product variations. Characteristics There are two characteristic ...
s use sets of discrete variables that are either binary or have one of several values, and these variables define every possible product variation.


Software and service configuration

Recently, knowledge-based configuration has been extended to service and software configuration. Modeling software configuration has been based on two main approaches: feature modeling, and component-connectors. Kumbang domain ontology combines the previous approaches building on the tradition of knowledge-based configuration.


See also

*
Characteristic based product configurator A characteristic-based product configurator is a product configurator extension which uses a set of discrete variables, called characteristics (or features), to define all possible product variations. Characteristics There are two characteristic ...
*
Configurator Configurators, also known as choice boards, design systems, toolkits, or co-design platforms, are responsible for guiding the user through the configuration process. Different variations are represented, visualized, assessed and priced which sta ...
*
Configure price quote Configure, price, quote (CPQ) software helps sellers quote complex and configurable products. An example could be a maker of heavy trucks. If the customer chooses a certain chassis (the base frame of a motor vehicle), the choice of engines may be li ...
*
Constraint satisfaction In artificial intelligence and operations research, constraint satisfaction is the process of finding a solution through a set of constraints that impose conditions that the variables must satisfy. A solution is therefore an assignment of value ...
* Feature model *
Mass customization Mass customization makes use of flexible computer-aided systems to produce custom products. Such systems combine the low unit costs of mass production processes with the flexibility of individual customization. Mass customization is the new fro ...
*
Open innovation Open innovation is a term used to promote an Information Age mindset toward innovation that runs counter to the secrecy and silo mentality of traditional corporate research labs. The benefits and driving forces behind increased openness have b ...
*
Product differentiation In economics and marketing, product differentiation (or simply differentiation) is the process of distinguishing a product or service from others to make it more attractive to a particular target market. This involves differentiating it from c ...
*
Product family engineering Product-family engineering (PFE), also known as product-line engineering, is based on the ideas of " domain engineering" created by the Software Engineering Institute, a term coined by James Neighbors in his 1980 dissertation at University of Cal ...
*
Software product line Software product lines (SPLs), or software product line development, refers to software engineering methods, tools and techniques for creating a collection of similar software systems from a shared set of software assets using a common means of p ...


References


Conference and journal papers


Books

{{reflist, group="B", refs= U. Blumöhr, M. Münch, M. Ukalovic, Variant Configuration with SAP, Galileo Press, 2012. K. Czarnecki, U. W. Eisenecker, Generative Programming – Methods, Tools, and Applications, Addison Wesley, 2000. A. Felfernig, L. Hotz, C. Bagley, and J. Tiihonen
Knowledge-based Configuration: From Research to Business Cases
Elsevier/Morgan Kaufmann, 2014.
C. Forza, F. Salvador, Product Information Management for Mass Customization, Palgrave Macmillan, 2006. L. Hvam, N. Mortensen, J. Riis, Product Customization, Springer Verlag, 2008. F. Rossi, P. Van Beek, T. Walsh, Handbook of Constraint Programming, Elsevier, 2006.


External links


20+ years of International Workshops on Configuration


Research prototypes




1999 Konwerk / Project Prokon

2002 ConIPF

2003 WeCoTin

2005 Kumbang tools

2014 WeeVis (Wiki-based learning environment for simple problems)


Journal special issues on configuration


AIEDAM 1998 Special Issue on Configuration Design

IEEE Intelligent Systems Special Issue on Configuration 1998 (vol. 13, No. 4)

AIEDAM 2003 Special Issue on Configuration

IEEE Intelligent Systems Special Issue on Configuration 2007

Special Issue on Configuration in the International Journal of Mass Customization 2006

International Journal of Mass Customization Special Issue on Configuration 'Advances in Configuration Systems' 2010 (vol 3, No: 4).

AIEDAM 2011 Special Issue on Configuration

AI Communications 2013 Special Issue on Engineering techniques for knowledge bases
Artificial intelligence Innovation