2. Materials and Methods
This section describes the general methods used in FCM theory, which are used to construct the model structure and predict the evolution of the system after changing the values of the model components. A brief introduction to FCM theory and the basic equation used for scenario modeling is provided.
FCM is a soft computing method that can be used to describe, analyze, and model complex systems. Originally introduced by Kosko [
14], FCM takes the form of a knowledge graph consisting of nodes representing concepts and links between them. Concepts are nonlinear and represent variables in a causal system, with their states taking values within a specified range
. Links in an FCM model reflect the presence and strength of causal links between concepts. The strength of a link is determined by the weight of an arc of a directed graph and takes a value in the range
if negative causal links are not taken into account in the model, or
if negative causal links are taken into account.
The list of concepts, connections and connection weights are determined based on expert knowledge, research data, statistical properties of the system or historical data about the system. Such a fuzzy model describes the state of the system at a certain point in time in M -dimensional space, where M is the number of concepts in the system.
Figure 1 shows a simple FCM with five concepts and ten weighted relationships. FCMs are weighted directed graphs that can model the relationships or causality that exist among the features of a system. The concepts are represented by nodes
,
,
,
and
.
The connection is always directed from the concept of cause to the concept of effect. For example, in
Figure 1, with
, when is said
have an effect on
, that is,
is a causal concept, while
is a concept of effect. If the connection is positive, then the concept
has a positive effect on the concept
, otherwise negative. Each concept is characterized by a number
, which represents its value, and is the result of mapping the real value of the system variable into the interval
.
The model underlying the standard FCM can be characterized by a set of 4 components , where is a set of concepts of dimension , constructed on the basis of fuzzy sets, is a matrix of influence weights , assigned to each pair of concepts dimension . The value determines the sign and weight of the arc connecting the causal concept and the concept of the effect . The function determines the magnitude of the activation of each concept at a discrete moment in time . The activation function aggregates the magnitude of the impact of causal concepts on the target concept and limits the result within the interval . The interpretation of the causal relationship between two concepts, and , is as follows:
if , then strengthening (weakening) of the concept will lead to strengthening (weakening) of the concept with intensity .
if , then strengthening (weakening) of the concept will lead to weakening (strengthening) of the concept with intensity .
if (or is very close to 0), this indicates that there is no causal relationship between and , so there is no corresponding arc in this graph.
The final state of the system at
depends on the initial vector
and the weight matrix
. The activation of the concept
at time
is given in equation (1) and depends on the influences of the other concepts associated with the concept
and the activation value of the concept at time
.
where
is the weight of the connection between concepts
and
,
is the activation of the concept
at time
,
is the fuzzy operator of the triangular norm (T-norm), and
is the fuzzy operator of the triangular conorm (S-norm), which are fuzzy logic operators used to solve problems of accumulation of influence of several control concepts on the target concept and to determine the indirect influence of concepts.
The FCM update rule is applied recursively until a certain termination condition is met. At each discrete time step, the FCM will generate a matrix containing information about the activation degree of all concepts. In the FCM, individual fuzzy influences of control concepts that influence target concepts are combined using S-norms. T-norms and S-norm are operators in fuzzy logic that represent conjunction and disjunction operations on the interval . The most well-known fuzzy logic operators are the T-norm operator minimum , which is used for the intersection operation, and the dual S-norm operator maximum , which represents the sum operation. Using the T-norm operator minimum can be advantageous for those systems in which the information processing method is close to logical, i.e. most of the dependencies between the input and output values of the system are binary in nature.
To add negative cause-and-effect relationships between the concepts of the FCM, the algorithm described by Silov [
18] was used in the work. Its main idea is to create a second matrix describing all negative impacts in the system. To do this, the initial dimensions of the FCM are doubled by separating positive and negative impacts using the rule described by equation (2) to obtain a matrix
containing only positive weights.
Given that the matrix
has the size
, where
is the number of concepts considered in the model, the matrix
will have the size
. Since the weight of the arcs in the FCM usually depends on expert opinion and is not exact, some of the links may be missing and/or their weight may be determined inaccurately. To adjust the weight matrix and identify hidden links between concepts, we used the probabilistic transitive closure (PTC) approach [
19], which consists of calculating a bipolar weighted oriented graph with the same set of concepts as the original FCM, but with links corresponding to the indirect effects in the FCM. The link weight (
,
) in the PTC
matrix is the probability that the FCM has an arc from
in
. The PTC matrix
is obtained from the matrix using Equation (3):
where
is the PTC. After calculating the indirect effects in the FCM using PTC , the matrix
can be reduced to its initial size
by obtaining the matrix
, which is formed using the transformation described in Equation (4):
where
and
represent the positive and negative impact of the concepts, respectively. The matrix
elements are used in scenario modeling and allow for problem-target analysis in complex systems.
The FCM of the electrodialysis plant was constructed using the following steps:
Expert interviews were conducted to identify the concepts of the FCM and the interactions between them. Using the language equivalents of “Very Low”, “Low”, “Average”, “High”, “Very High” and the direction of influence, positive or negative, experts were asked to rate the influence of one concept on another.
Experts' qualitative ratings were converted into a numerical equivalent (0–4) and combined using a weighted mean based on the expert's tenure.
The numerical values were normalized on interval and a matrix of connection strengths was constructed.
The FCM was trained, resulting in a matrix of positive and negative relationships.
The analysis of the constructed FCM was carried out and system indicators were calculated.
After training the FCM and constructing a matrix of positive-negative connections, the resulting system is analyzed. For this purpose, based on the matrix of positive-negative connections , the system indicators of the analyzed weakly structured system are determined.
Weakly structured systems are systems in which qualitative, poorly defined concepts prevail, and the criteria for evaluating the alternatives of the decisions taken are, as a rule, of a subjective nature. The system being evaluated is a representative of this class since it includes qualitative parameters such as the quality of purification and the service life of the membrane. When analyzing system indicators - such as mutual consonance, dissonance, positive and negative influence of concepts on each other and on the system as a whole - determining key factors of the model, and conduct a scenario analysis of the system as described in [
21].