2001 UICEE 4th UICEE Annual Conference on Engineering Education Bangkok, Thailand, 7-10 February 2001 University, Erol Inelmen Implementing Bogazici “Case Based Reasoning” in Bebek, Istanbul, Turkey Engineering Management Education ABSTRACT. “Case Based Reasoning” (CBR) is emerging as a new Artificial Intelligence tool. This new tool can be used in design activities where a large number of already completed “cases” can help the experts in finding solutions to similar new problems. The success in the implementation of this challenging technique has prompted the author to seek new areas of application. In a previous work, project management was selected as a new area for implementation for CBR. The possibilities of extending the experienced gained to education management is presented in this paper. Several authors have recently voiced the view in favour of a more soft approach –using less mathematical models- in engineering management. This approach hopefully is more in touch with the realities in the practical realm. INTRODUCTION There is no doubt that as computer applications become more popular, research work on Engineering Management is becoming even more challenging. Although there is a vast number of newly developed managerial techniques [1] it is necessary to admit that many solutions have failed to meet the expectations of many customers in the practical realm [2]. As the world economical, social and technological conditions change at a very high speed we argue here that experience gained from earlier completed managerial work can help in dealing new managerial projects more efficiently [3]. This paper attempts to bring past experience in perspective with the hope that students involved in Engineering Management will be able to provide better solutions to real life problems of customers [4]. As suggested recently by [5] modern management should consider the fact that the actual process of “modelling” an activity is as important as the activity itself. After presenting the results obtained previously in the implementation of “Project Scheduling”, in the light of the new developing ideas, a general and novel scheme for “Engineering Management” is here suggested. The creation of a “case-based expert system” for management based on past experience is the end product envisaged by the author. . CASE BASED REASONING Since management aims at coordinating the available resources –men, material, machinery, money and information- in the realisation of the objectives of a given task [6] the most valuable asset of a company is without doubt the experience gained in previous years. If the collective experience of the company could be gathered in a “repository” of past cases, the possibility of success in future activities can be enhanced. As cases must be abstracted into symbolic form so that they can be manipulated in the future [7], convenient parameters must be selected for each factor that would characterise each individual case. This method is used currently in engineering design as a tool to replay and modify past experience [8, 9], provide the theoretical and practical background in the creation of a “Case Based Reasoning” repository. Following the recent work on “Case Based Reasoning” –summarised in the previous paragraph- an attempt was made to create a repository of knowledge based on previous project management experience obtained from a local corporation. Using the outline given by Chapman and Ward, the input factors relevant in a project were grouped under the following headings: parties, motives, design, activities, resources and timetable [10]. In this repository attributes were carefully selected and values for two cases, named simply A and B where elucidated during three interviews made by the two authors [11]. Interviews took place in the company from where the data was collected at intervals of two weeks. During this period, the authors had the opportunity of reflecting separately on the progress made. The values for a new case –named as Case P, now in the phase of realisation- have been predicted based on past experience. The results obtained presented at a workshop held in Istanbul, were found to have a potential in the field of management if enough cases were compiled. ENGINEERING MANAGEMENT The warm welcome in the audience to the “Case Based Reasoning” repository - described in the previous section and presented at the workshop held in Istanbul- suggested the possibility of extending the technique to other operation management applications. The challenging work by Fortuin, van Beek and Van Wassehove [12] encouraged the author of this paper to classify operation management activities as shown in the Appendix. Knowledge based engineering –an emerging discipline- promises to provide new tools in helping experts in “inferring” new ideas from previously acquired data [13, 14] The work presented in this paper is by no means complete. We must accept that the attributes selected may not all be representative and the values given and each attribute cannot be always fully assessed. The intention is to encourage the parties involved to follow the steps that have been laid in the first trial in project management. Since “Case Based Reasoning” is currently been successfully implemented in engineering and architectural design we argue that it is possible to transfer this experience to the field of engineering management. Major contributions in the improvement of overall performance of new projects can be expected. FUTURE WORK REFERENCES As highlighted in the previous section this paper’s aim is to introduce the new Artificial Intelligence technique known as “Case Base Reasoning” in the realm of Engineering Management. When the attributes that distinguish an operational problem are adequately indexed it is possible to identify a new case and recall a method that can be used to find the possible solution. Using the experience of a commercial software provider (see www.promodel.com) new operation management tools can be implemented. The success of the new techniques will depend on the richness of the repository of previous cases recollected. These cases maybe classified from the point of view of a) area of specialisation, namely: production, service, process, medicine, handling, transportation, assembly b) area of analysis, namely: throughput, cycle-time, bottleneck, productivity, allocation, capacity, layout, balancing, warehouse, buffering and c) tool used, namely: modelling, optimisation, simulation. Using the techniques here proposed, data collected can be efficiently classified and the best match between new cases and old cases can be obtained. CONCLUSION “Case Base Reasoning” a new managerial tool that was developed from Artificial Intelligence science and practice, can help experts and users to make better inferences from previous experience. Using this new technique we hope that the decision making processes will be enhanced. Sharing past experiences in a systematic way may eventually lead to general conclusions on managerial best practices. A more holistic approach and process orientation to management is suggested as a means to increase the value added by the expert intervention. ACKNOWLEDGMENT The inspiration given by Dr. Taner Bilgic in the Department of Industrial Engineering in the Bogazici University is acknowledged. The author wishes to express the gratitude to the UNESCO International Council for Engineering Education for the support given since 1998. The experiences gained in the conferences organised since have helped the author to change the educational approach he is implementing 1. Ormerod, R.; On the Nature of OR- Entering the Fray, Journal of the Operational Research Society, 47:1, 1-17. (1996). 2. Ackoff, R.L.; The future of operational research is past. Journal of the Operational Research Society, 30, 93-104. (1979). 3. Kaynak, O. and Sabanoviç, A.; Diffusion of New Technologies Through Appropiate Education and Training. Diffusion of New Technologies Conference, St.Petersburg. (1994). 4. Checkland, P.; Achieving desirable and feasible changes: an application of Soft System Methodology”, Journal of the Operational Research Society, 9, 821-831. (1985). 5. Pidd, M.; Tools for Thinking: Modelling in Management Science. John Willey and Co. (1997). 6. Bent, J.A., Humpreys, K.K. Effective Project Management Through Applied Cost and Schedule Control. Marcel Dekker, Inc. New York. (1996). 7. Maher, M.L., de Silva Garza, A.G.; Case-based Reasoning in design. IEEE Expert- Intelligent Systems, 12:2, 34-41. (1997). 8. Kim, G.J.,; Case-based design for assembly. Computer-Aided Design, 29:7, 497-506. (1997). 9. Bilgic, T., and Fox, W. Constraint-Based Retrieval of Engineering Design Cases. In: Artificial Intelligence in Design ’96 ( J. S. Gero and F. Sudweeks, eds.), Kluwer Academic Publishers, Netherlands, 269-288. (1996). 10. Chapman, C. and Ward, S.; Project Risk Management. John Wiley & Sons, Chichester, England, 4-7. (1993). 11.Petekciler, B. and Inelmen, E.; Experience gained in coping with the uncertainties of Project Management”, In: Sixth International Workshop on Project Management and Scheduling (G. Barbarosoglu, S. Karabatlı, L. Ozdamar and G. Ulusoy, eds), Istanbul, 121-124. (1998). 12.Fortuin, L., van Beek, P. and van Wassenhove, L; OR at Work, Taylor and Francis, Ltd, London. . (1996). 13. Morley, J. and Ormerod, R.; A language-action approach to Operational Research”, Journal of the Operational Research Society, 47:6, 731-740. (1996). 14. Brocklesby, J. and Cummings, S.; Foucalt plays Habermas: An alternative philosophical underpinning for Critical System Thinking”, Journal of the Operational Research Society, 47:6, 741-754. (1996). APPENDIX: Example Attributes for Operation Management Activity Parameters Group Item Attribute 1 Attribute 2 Attribute 3 Character Scope Simple Connected Complex Level Strategic Tactical Operational Environment Static Evolutionary Dynamic Goal Single Multiple Fuzzy Data Small Large Huge Relations Simple Connected Complex Expectations Low Middle High Difficulties Small Large Huge Techniques Simple Connected Complex Solutions Single Multiple Fuzzy Results Single Multiple Fuzzy Conclusions Simple Connected Complex Research Inventory Cost Quality Design Layout Handling Organization Operation Planning Control Audit Mathematics Statistics Optimization Reliability Systematic Integration Simulation Reasoning Introduction Description Acquisition Selection Conclusion Formulation Validation Evaluation User Commodity Interactive Supportive Expert Service Facilitator Capstone Conditions Stage Tools Process Application Note: From 15 OR cases presented in Fortuin, van Beek and Van Wassehove (1996)