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Multiobjective Optimization for
Innovation in Engineering Design

Silvia Poles, M. Margonari, G. Borzi
EnginSoft S.p.A.
mail: s.poles@enginsoft.it

LION 5 - Jan 17-21, 2011, Rome, Italy
OUR MISSION


                                 EnginSoft is a consulting company operating
                                 in the field of Computer-Aided-Engineering
                                 (CAE).

                                 Our mission is to spread the culture of
                                 digital technologies within both
                                 production and research contexts. We
                                 pursue this challenge by offering
                                 engineering consulting services, world-
                                 class CAE software, dedicated training
                                 courses and by promoting
                                 conferences, collaborations with research
                                 institutes, and publishing activity.


We propose us as key partner in Design Process Innovation
History and business
HISTORY:
        Private company, founded in 1984 on the basis of other activities/structures operating
        since 1973
ACTIVITIES:
        - Leading group in Italy for CAE/iDP.
        - Supply of software, services, consultancy, training.
        - Participation in industrial research projects (EU or national funding).
        - MIUR – acknowledged research centre for CAE/iDP technology transfer.


OFFICES
IN ITALY:
Trento,
Bergamo,
Padua,
Florence,
Mesagne (BR)
The International EnginSoft Network



EnginSoft proposes itself as partner for
the introduction of virtual prototyping into
businesses, also on a European and
International level, through a network of
new companies.




GERMANY | AUSTRIA | FRANCE | SCANDINAVIAN COUNTRIES |
GREAT BRITAIN | SPAIN | GREECE | TURKEY | PORTUGAL | USA

Official network website: www.enginsoft.com
MACRO-ACTIVITIES and FIGURES


          ENGINEERING ACTIVITIES
                                                        SOFTWARE AND KNOWLEDGE
         1700 consultancy services                             TRANSFER
            succesfully carried out
         with over 80 expert engineers               More than 1000 software licenses in Italy




TRAINING AND METHODOLOGICAL
              SUPPORT                                    RESEARCH PROJECTS
An offer of more than 100 courses per                 Participation in over 30 research
 year and a portal for on-line training                projects with public co-funding


         EnginSoft S.p.A. Company Profile
           5
Innovation in Engineering Design
Obstacles to innovation

While it is simplistic to claim that all organizations are dealing with the same
obstacles, there are repeating themes that we have noticed during the past years:

•   Lack of a shared vision, purpose and/or strategy
•   Short-term thinking
•   Inadequate understanding of customers
•   Lack of key competencies
•   Costs
•   …
Steps in product innovation

There are two parallel paths involved in the process:

•   the idea generation, product design and detail engineering;
•   market research and marketing analysis.




                         Technical
  Idea                                          Commercializ         NEW
                        implementa                 ation
Screening                                                          PRODUCT
                           tion
An unsupervised text classification method implemented in
Scilab


IDEA SCREENING
Strategy Canvas

• The strategy canvas is both a diagnostic and an action framework for building a
  compelling blue ocean strategy.
• It captures the current state of play in the known market space.
• This allows you to understand where the competition is currently investing,
  the factors the industry currently competes on in products, service, and
  delivery, and what customers receive from the existing competitive offerings
  on the market.




Citation: Blue Ocean Strategy.
Harvard Business School Press. 2005.
Strategy Canvas Example
                                                             US Wine Industry in the late 1990s
High

                                                Premium Wines




                                                    Budget Wines




Low
      Price                    Above-the-line             Vineyard prestige                Wine
                                 marketing                                                 range
              Use of enological                 Aging                    Wine complexity
        terminology and distinctions            quality
           in wine communication
Eliminate-Reduce-Raise-Create Grid
                                             Case Study Yellow Tail



      Eliminate                     Raise

 Enological Terminology    Price versus budget wines
    Aging qualities        Retail stores involvement
Above-the-line Marketing




       Reduce                      Create

   Wine complexity              Easy drinking
      Wine range               Ease of selection
   Vineyard prestige          Fun and adventure
A New Value Curve –
                                                                           Strategy Canvas of Yellow Tail
High

                                                 Premium Wines
                                                                                           [yellow tail]




                                                    Budget Wines


                                                                                                CREATE
RAISE

Low
                                                          REDUCE
      Price           Above-the-line               Vineyard                Wine                  Ease of
                     ELIMINATE
                       marketing                   prestige                range                selection
               Use of enological       Aging                    Wine                   Easy                  Fun and
                terminology and        quality                complexity             drinking               adventure
              distinctions in wine
                 communication
Text Mining

• Text mining is a relatively new research
  field whose main concern is to develop
  effective procedures able to extract
  meaningful information from a collection
  of text documents.

• A reliable document classification strategy
  can help in information retrieval.

• The subject is undoubtedly challenging for
  researchers who have to consider different
  and problematic aspects coming out when
  working with text documents and natural
  language.
14
A text classification using Self Organizing Maps

• Many mathematical frames have been
  developed for the text classification: Bayes
  classifiers, supervised and unsupervised neural
  networks, learning vector machines and
  clustering techniques.

• We use an unsupervised self organizing map
  (SOM) as a tool to discover possible clusters of
  documents

• Such maps allow a 2D representation of
  multivariate datasets, preserving the original
  topology.
The Problem

• Our personal interest for these techniques was
  born reading the EnginSoft newsletters.

• A typical newsletter issue usually has many
  contributions: case studies, interviews,
  corporate and software news, …

• A series of questions came out:
    – can we have a deeper insight into our
      community?
    – Can we imagine a new categorization based on
      other criteria?
    – Can we discover categories without knowing
      them a-priori?
Stem

• It easy to understand that one of the difficulties that can arise when managing
  text is that we could consider as “different” words which conceptually can
  have the same meaning.




    optimization, optimizing, optimized, optimizes, optimisation, optimality.



• It is clear that a good preprocessing of a text document should recognize that
  different words can be grouped under a common root (also known as stem)
Collect & Managing

• Scilab has been used to collect and manage all the stems
• A criterion to judge the importance of a stem in a document is needed.
• We decided to adopt the tf_idf coefficient (term frequency – inverse document
  frequency) which takes into account the relative frequency of a stem in a
  document and the frequency of the stem within the corpus.

                                            w is the word,
       tf _ idf   w, d      tfw,d * idf w   d is the document
                                            n_ij is the number of time the word i appears in
                   nw , d                   the document j
      tfw,d         N
                         nw , k             N is the total number of document
                   k 1                      C is the entire corpus
                   N
      idf w   ln
                 1 nw , C
Counting stems




A matrix representation of the non-zeros tf-idf coefficients within the corpus.
The matrix rows collect the text files sorted in the same order as they are
processed, the columns collect the stems added to the dictionary in the
same order as they appear while processing the files.
Training the SOM

• We submitted the dataset with the tf-idf coefficients and ran a SOM training.
• To avoid stems with high and low values, we keep only those belonging to the
  range 0.1-0.8 probability. The extremes are cancelled out from the dataset,
  ensuring a more robust training.
• The dictionary decreases from 7000 to 5000 stems which are considered to be
  enough to describe the corpus, keeping quite common words and preserving
  the peculiarities of documents.
D-Matrix



• The white diamonds give
  evidence of the number of
  files pertaining to the neuron.

• The colormap represents the
  mean distance between a
  neuron’s prototype and the
  prototypes of the neighbor
  neurons. Two groups of
  documents (blue portions)
  can be detected.
The stems



                                        My boss
                                     contributions to
                                      the company
                                       Newsletter



                                                 My contributions
                                                 to the company
                                                    Newsletter


For each neuron the first two stems with the highest tf-idf are
reported. This highlights the main subject discussed by articles falling
in the neurons.
Results of text mining

• With this analysis we identify the most important “stems” and their frequency
  and distribution.
• This is very similar to analyze web pages, blogs, … to indentify the factors the
  industry currently competes on in products, and what customers receive from
  the existing competitive offerings on the market.
• For any factor we can identify the importance and fill up the strategy canvas
  and create our new IDEA
TECHNICAL IMPLEMENTATION
What is optimization?

  Selection of the best option from a range of possible
  choices.


What makes it a complex task?

  The potentially huge number of options to be tested


What qualifies as an optimization technique?

  The search strategy
Optimization Problem

Mathematical formulation

  max f1 x1 ,  , xn , f 2 x1 ,  , xn ,  , f k x1 ,  , xn
              gi x  0
              gj x  0
  subject t o
              gl x  0
                x S



 Note : When k>1 and the functions
 are in contrast, we speak about
 multi-objective optimization.
Math and Real world
There is a huge difference between mathematical optimization and
optimization in the real-world applications



                                   Ideal function in
                                   the mathematical
                                   world




                   Rugged hill in the
                   experimental
                   world
Variables


Variables:
Variables are the free parameters, quantities that the designer can control




  Continuous variables:
     • point coordinates
     • process variables


 Discrete variables:
     • components from a
        catalogue
     • number of components
Objectives

Objectives are the response parameters, i.e. the quantities that the designer wish to
be MAX or MIN




               MAX                                   MIN
               efficiency                            cost
               performance                          weight
               ...                                    …




  Note : A MAX problem can always be transformed into a MIN problem.
Why Multiobjective optimization

• Most design or problem solving
  activities are multiobjective by
  nature

• Problems usually involve multiple
  conflicting objectives that should
  be considered simultaeously
Pareto dominance
•   Pareto Dominance:


•   Design a dominates Design b if:
     – [f1(a) >= f1(b) and f2(a) >= f2(b)...and fn(a) >= fn(b)]

     – and       [f1(a) > f1(b) or f2(a) > f2(b)...or fn(a) > fn(b)]


•   In the Pareto frontier none of the components can be improved without
    deterioration of at least one of the other component.

•   Pareto dominance for one objective coincides with a classical optimization
    approach

•   Pareto dominance defines a group of efficient solutions: in case of n objectives,
    the group of efficient solutions contains at Max ∞(n-1) points
Pareto dominance

A dominates B if and only if:

       [ f1(a) >= f1(b) and f2(a) >= f2(b)... and fn(a) >= fn(b) ]
                                  and
        [ f1(a) > f1(b) or f2(a) > f2(b)...     or fn(a) > fn(b) ]

                                                f1



Red dots are all efficient
solutions



                                                                              f2
Pareto Dominated Points
                                      •   Rapidly decreasing probability of
                                          having a dominated solution in a
                                          randomly generated dataset

                                      •   Rapidly increasing search effort for
                                          when the number of objective is large

                                      •   Fortunately, in real-case applications
                                          the number of dimensions can
                                          collapse


    m
          ( 1) k 1 m
    k   1  kn 1 k
r                      Where m is number of points and n is number of
             m                         objectives
Weighted Function


Weighted Function:

•   n objectives can be added in a single objective using
    weights:
     – F(x) = w1*Obj1+w2*Obj2+…+wn*Objn...
•   Pro:
     • simple formulation
•   Cons:
     • weights are problem-dependent and must be
         empirically defined
     • weights are connected to objectives values and
         might lose significance for different objectives
         values
Why is the Weighting Method Ineffective



•   Although this type of scalarization is widely used in many practical problems, it has
    a serious drawback: it cannot provide solutions for non-convex cases

•   Depending on the structure of the problem, the linearly weighted sum can not
    necessarily provide a solution that the Decision Maker (DM) desires

•   The DMs tend to misunderstand that a desirable solution can be obtained by
    adjusting the weights but there is no positive correlation between the weights and
    the value of functions
Example

min y1                f1 ( x), y2     f 2 ( x), y3   f 3 ( x)                     Suppose the DM want
  x                                                                               to reduce more y1 and
                             2                                                         even a bit y2
s.t.                  yi 1       1
       i 1, 2,3

The minimum of the linearly weighted
sum with all the weights equal to 1 is                          y1, y2 , y3   1 1/ 3,1 1/ 3,1 1/ 3
given by:



The DM changes the weights:                            y1, y2 , y3    1 10/ 105,1 2 / 105,1 1/ 105

      1   ,   2   ,    3     10,2,1
                                                                     The value of y2 is worse than before,
                                                                     despite the weights given by the DM
Why is the Weighting Method Ineffective



• Someone might suspect that this is due to a missing
  normalization of the weights!

• Normalization of the weights do not solve the problem


• It is usually very difficult to adjust the weights to
  obtain a solution as the DM wants.
Maximize a Mathematical function


 Maximize:

F1 ( x, y)         [1 ( A1 B1 )2 ( A2 B2 )2 ]
        2
 Ai          (ai , j sin(       j)    bi , j cos(   j ))
       j 1
        2
 Bi          (ai , j sin( j ) bi , j cos( j ))
       j 1
      0.5 1.0                   2.0        1.5
 a                    b                                1.0 2.0
      1.5 2.0                   1.0        0.5



         ( x, y)            [        , ]
Mathematical functions



 Maximize:

F2 ( x, y)      [( x 3) 2   ( y 1) 2 ]
         x, y    [   , ]
Weighted Sum

Weighted Sum:

•   F= (1-k)*F1+k*F2

•   The parameter k is varied from 0 to 1
    with a step of 0.1

•   The weighted sum goes progressively
    from F1 to F2

•   The red zones indicate higher values for
    the weighted sum
Pareto Frontier



          Two variables, two
          objectives, infinite
          efficient solutions in two
          regions not connected in
          the variables definition
          domain.
F2




     F1
General Remarks

Facing a design problem:

•   Rarely is there a clearly identified and unique objective

•   There is a vague distinction between constraints and objectives

•   Even if algorithms and numerical optimization theories exists in the
    academic world since many years, the practical impact until today was
    negligible and limited to very specific applications:

• It is necessary to:
      • extend the concept of mathematical optimization to several
        objectives
      • have “robust” tools to explore the entire design configuration
        space
Evolution & Optimization
• Evolutionary algorithms are direct
  global search methods based the model
  of organic evolution.
• Metaheuristics methods are a new type
  of methods that have been developed
  since 1980.
• These methods have the ability to solve
  even difficult optimization problems in
  the best way possible. This is an
  important group of methods that has
  significantly contributed to the renewal
  of multiobjective optimization.
EA advantages

• Evolutionary algorithms (EAs) do not need derivatives information
• EAs are simple to implement
• EAs are flexible, may be applied to several different problems
• EAs are scalable to high-dimensional optimization problems
• EAs may deal with continuous, discrete and binary variables
• Always converge to a good enough solution in successive, self-
  contained stages
• Robust against noisy objective functions
• Can be easily parallelized


• Shortcomings
   – Slow convergence (but metamodeling may help!)
History
DARWIN in the wind tunnel!

             The first real-case
             application of
             Evolution Strategy
             methods used by
             Prof. Rechenberg


           Number of possible
           adjustments
           515 = 345 025 251
What companies really like of EAs

• EAs find a set of solutions which lie on the trade-off (Pareto frontier)
   – Putting the preferences after optimization
   – Much better understanding of the problem
   – Better choices

   f1

                                                  Engineers may choose
                                                  between solutions




                                f2
Evolutionary Optimization of Yagi-Uda Antennas
The Problem

• The Yagi antenna evolved as a special configuration of an endfire array
• It is a traveling wave antenna with a surface wave that propagates along the
  array with a phase velocity slightly less than that of the free space
• It consists of a single driven element and a number of parasitic elements made
  up of a reflector and a set of directors
Optimization

• The Yagi configuration has not been
  amenable to theoretical analysis since it
  is an array of elements of different
  lengths with non-uniform spacing and
  thus cannot be treated using
  conventional array theory
• The Yagi-Uda antennas are known to be
  difficult to optimize due to their
  sensitivity at high gain and the inclusion
  of numerous parasitic elements
• Over the years the performance of Yagi
  antennas has been improved very
   slowly
Antenna Parameters

• Parameters:
   – Lenght for each element
   – Spacing between elements
   – Diameter of the wire
• With N elements, we have 2N parameters
Software used

• The original Numerical Electromagnetics Code (NEC)
  has been developed at the Lawerence Livermore
  Laboratory.
• The code has always been a "card image/batch run“

• SCILAB (www.scilab.org)
4nec2 project

                                  4nec2 is a completely free
                                  Nec2 windows based tool for
                                  creating, viewing, optimizing
                                  and checking 2D and 3D style
                                  antenna geometry structures
                                  and generate, display and/or
                                  compare near/far-field
                                  radiation patterns for both the
                                  starting and experienced
                                  antenna modeler.




Antenna geometry edit in 4nec2.
Antenna Card

• An antenna described to NEC is
  given in two parts, a structure
  and a sequence of controls.
• The structure is simply a
  numerical description of where
  any part of the antenna is
  located, and how the wires are
  connected up. Thanks to the
  old fashioned structure card
  style input, it is very easy to
  automatically change the
  geometry.
Problem Setup - SCILAB

• Scilab is an interactive platform
  for numerical computation
  providing a powerful
  computing environment for
  engineering and scientific
  applications.

• Scilab is a free software!

• A set of modules are available,
  we will use OPTIMIZATION
  tools.
Antenna Card

wire           X,Y,Z start point   X,Y,Z end point    radius



CM NEC 2 elements
CE
GW 15 10 0.0000 -0.2500 0.0000 0.0000 0.2500 0.0000 1.e-3
GW 20 42 2.0000 -2.0000 0.0000 2.0000 2.0000 0.0000 1.e-3
GE 0
EX 0 15 5 0 1.0000 0                 Means of excitation
GN -1
FR 0 1 0 0 299.8           0          Frequency (MHz)
RP 0 37 73 1003 -180 0 5 5



                                       Optimization
                                       Parameters
   Radiation Pattern
Define Parameters
Parameters    Lower   Upper   Step   Goal        Expression
              bound   bound
                                     MaxGain     Maximize(min(gain))
Lengths       0.1λ    1.5 λ   0.01
                                     MinVSWR     Mimize(max(VSWR))
Separations   0.05λ   0.75λ   0.01


Radius        2mm     6mm     1mm
                                        The VSWR, or Standing Wave
                                        Ratio, of an antenna is a
Frequency     219MHz 251MHz   16
                                        measure of how efficiently
                                        your antenna is radiating the
                                        energy it produces when you
                                        transmit.
Let SCILAB find the best solutions
•   Several different optimization methods are
    available (evolutionary and gradient
    based)

•   In this example we use an evolutionary
    algorithm because this class of methods
    are able to effectively search large space

•   We can even approach the problem as a
    multiobjective optimization problem
    where we want to maximize the gain and
    minimize the Voltage Standing Wave Ratio
    (VSWR) without any weighting function.
Output Results

                                                  ……..
                                                  - - - POWER BUDGET - - -

                                               INPUT POWER = 4.4745E-03 WATTS
                                              RADIATED POWER= 4.4745E-03 WATTS
                                              STRUCTURE LOSS= 0.0000E+00 WATTS
                                              NETWORK LOSS = 0.0000E+00 WATTS
                                                 EFFICIENCY = 100.00 PERCENT


                                                    - - - RADIATION PATTERNS - - -

  - - ANGLES - -     - POWER GAINS -       - - - POLARIZATION - - - - - - E(THETA) - - - - - - E(PHI) - - -
THETA PHI        VERT. HOR. TOTAL         AXIAL TILT SENSE MAGNITUDE PHASE                     MAGNITUDE
                                                  PHASE
 DEGREES DEGREES             DB   DB   DB       RATIO DEG.          VOLTS/M DEGREES             VOLTS/M
                                                DEGREES
-180.00   0.00   -999.99   1.78 1.78 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.35890E-01 -120.91
-175.00   0.00   -999.99   2.24 2.24 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.70390E-01 -119.64
-170.00   0.00   -999.99   2.61 2.61 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.99122E-01 -121.61
-165.00   0.00   -999.99   2.54 2.54 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.93579E-01 -124.59
                                                  ……...
Results

•   Preparation time: 1 h
•   Running time on a laptop: few hours
•   Number of runs: 1000
•   Initial design: Lowest gain 2.20 dB, Highest VSWR 13.43
• Some Pareto Solutions:
                            ID      Gain    VSWR
                            681     7.66    1.39
                            818     7.94    1.38
                            820     8.57    1.86
                            763     8.62    2.54
Results



       Initial
       points
VSWR




                 Gain
VSWR
From 13.43
  to 1.38
   -90%

               Gain
               From
             2.20dB to
              7.94dB
              +261%
Conclusions

• Boost your creativity with SCILAB
• Push the limits of product innovation with open source
  software
• No limits in the number of available licenses
• Option for parallel computing
References

•   Kim and Mauborgne. Blue Ocean Strategy. Harvard Business School Press. 2005.
•   Electromagnetic Optimization by Genetic Algorithms, Y.Rahmat-Samii and E. Michielssen,
    eds.,Wiley,1999
•   Evolutionary Optimization of Yagi-Uda Antennas, Lohn, J. D. Kraus, W. F. Linden, D. S. Colombano,
    S. P., LECTURE NOTES IN COMPUTER SCIENCE, 2001, ISSU 2210, pages 236-243, Springer-Verlag;
    1999
•   Design of Yagi-Uda antennas using comprehensive learning particle swarm optimisation, Baskar,
    S. Alphones, A. Suganthan, P.N. Liang, J.J. Sch. of Electr. & Electron. Eng., Nanyang Technol.
    Univ., Singapore, in: Microwaves, Antennas and Propagation Proceedings,Oct. 2005, Volume: 152-
    5, pages: 340- 346
•   Single and Multi-objective design of Yagi-Uda Antennas using Computational Intelligence,
    Neelakantam V. Venkatarayalu and Tapabrata Ray., in Proceedings of the 2003 Congress on
    Evolutionary Computation, Volume 2, pp. 1237--1242, IEEE Press, Canberra, Australia, December
    2003 .
THANK YOU FOR YOUR KIND
       ATTENTION!

   s.poles@enginsoft.it

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Multiobjective Optimization for Innovation in Engineering Design

  • 1. Multiobjective Optimization for Innovation in Engineering Design Silvia Poles, M. Margonari, G. Borzi EnginSoft S.p.A. mail: s.poles@enginsoft.it LION 5 - Jan 17-21, 2011, Rome, Italy
  • 2. OUR MISSION EnginSoft is a consulting company operating in the field of Computer-Aided-Engineering (CAE). Our mission is to spread the culture of digital technologies within both production and research contexts. We pursue this challenge by offering engineering consulting services, world- class CAE software, dedicated training courses and by promoting conferences, collaborations with research institutes, and publishing activity. We propose us as key partner in Design Process Innovation
  • 3. History and business HISTORY: Private company, founded in 1984 on the basis of other activities/structures operating since 1973 ACTIVITIES: - Leading group in Italy for CAE/iDP. - Supply of software, services, consultancy, training. - Participation in industrial research projects (EU or national funding). - MIUR – acknowledged research centre for CAE/iDP technology transfer. OFFICES IN ITALY: Trento, Bergamo, Padua, Florence, Mesagne (BR)
  • 4. The International EnginSoft Network EnginSoft proposes itself as partner for the introduction of virtual prototyping into businesses, also on a European and International level, through a network of new companies. GERMANY | AUSTRIA | FRANCE | SCANDINAVIAN COUNTRIES | GREAT BRITAIN | SPAIN | GREECE | TURKEY | PORTUGAL | USA Official network website: www.enginsoft.com
  • 5. MACRO-ACTIVITIES and FIGURES ENGINEERING ACTIVITIES SOFTWARE AND KNOWLEDGE 1700 consultancy services TRANSFER succesfully carried out with over 80 expert engineers More than 1000 software licenses in Italy TRAINING AND METHODOLOGICAL SUPPORT RESEARCH PROJECTS An offer of more than 100 courses per Participation in over 30 research year and a portal for on-line training projects with public co-funding EnginSoft S.p.A. Company Profile 5
  • 7. Obstacles to innovation While it is simplistic to claim that all organizations are dealing with the same obstacles, there are repeating themes that we have noticed during the past years: • Lack of a shared vision, purpose and/or strategy • Short-term thinking • Inadequate understanding of customers • Lack of key competencies • Costs • …
  • 8. Steps in product innovation There are two parallel paths involved in the process: • the idea generation, product design and detail engineering; • market research and marketing analysis. Technical Idea Commercializ NEW implementa ation Screening PRODUCT tion
  • 9. An unsupervised text classification method implemented in Scilab IDEA SCREENING
  • 10. Strategy Canvas • The strategy canvas is both a diagnostic and an action framework for building a compelling blue ocean strategy. • It captures the current state of play in the known market space. • This allows you to understand where the competition is currently investing, the factors the industry currently competes on in products, service, and delivery, and what customers receive from the existing competitive offerings on the market. Citation: Blue Ocean Strategy. Harvard Business School Press. 2005.
  • 11. Strategy Canvas Example US Wine Industry in the late 1990s High Premium Wines Budget Wines Low Price Above-the-line Vineyard prestige Wine marketing range Use of enological Aging Wine complexity terminology and distinctions quality in wine communication
  • 12. Eliminate-Reduce-Raise-Create Grid Case Study Yellow Tail Eliminate Raise Enological Terminology Price versus budget wines Aging qualities Retail stores involvement Above-the-line Marketing Reduce Create Wine complexity Easy drinking Wine range Ease of selection Vineyard prestige Fun and adventure
  • 13. A New Value Curve – Strategy Canvas of Yellow Tail High Premium Wines [yellow tail] Budget Wines CREATE RAISE Low REDUCE Price Above-the-line Vineyard Wine Ease of ELIMINATE marketing prestige range selection Use of enological Aging Wine Easy Fun and terminology and quality complexity drinking adventure distinctions in wine communication
  • 14. Text Mining • Text mining is a relatively new research field whose main concern is to develop effective procedures able to extract meaningful information from a collection of text documents. • A reliable document classification strategy can help in information retrieval. • The subject is undoubtedly challenging for researchers who have to consider different and problematic aspects coming out when working with text documents and natural language. 14
  • 15. A text classification using Self Organizing Maps • Many mathematical frames have been developed for the text classification: Bayes classifiers, supervised and unsupervised neural networks, learning vector machines and clustering techniques. • We use an unsupervised self organizing map (SOM) as a tool to discover possible clusters of documents • Such maps allow a 2D representation of multivariate datasets, preserving the original topology.
  • 16. The Problem • Our personal interest for these techniques was born reading the EnginSoft newsletters. • A typical newsletter issue usually has many contributions: case studies, interviews, corporate and software news, … • A series of questions came out: – can we have a deeper insight into our community? – Can we imagine a new categorization based on other criteria? – Can we discover categories without knowing them a-priori?
  • 17. Stem • It easy to understand that one of the difficulties that can arise when managing text is that we could consider as “different” words which conceptually can have the same meaning. optimization, optimizing, optimized, optimizes, optimisation, optimality. • It is clear that a good preprocessing of a text document should recognize that different words can be grouped under a common root (also known as stem)
  • 18. Collect & Managing • Scilab has been used to collect and manage all the stems • A criterion to judge the importance of a stem in a document is needed. • We decided to adopt the tf_idf coefficient (term frequency – inverse document frequency) which takes into account the relative frequency of a stem in a document and the frequency of the stem within the corpus. w is the word, tf _ idf w, d tfw,d * idf w d is the document n_ij is the number of time the word i appears in nw , d the document j tfw,d N nw , k N is the total number of document k 1 C is the entire corpus N idf w ln 1 nw , C
  • 19. Counting stems A matrix representation of the non-zeros tf-idf coefficients within the corpus. The matrix rows collect the text files sorted in the same order as they are processed, the columns collect the stems added to the dictionary in the same order as they appear while processing the files.
  • 20. Training the SOM • We submitted the dataset with the tf-idf coefficients and ran a SOM training. • To avoid stems with high and low values, we keep only those belonging to the range 0.1-0.8 probability. The extremes are cancelled out from the dataset, ensuring a more robust training. • The dictionary decreases from 7000 to 5000 stems which are considered to be enough to describe the corpus, keeping quite common words and preserving the peculiarities of documents.
  • 21. D-Matrix • The white diamonds give evidence of the number of files pertaining to the neuron. • The colormap represents the mean distance between a neuron’s prototype and the prototypes of the neighbor neurons. Two groups of documents (blue portions) can be detected.
  • 22. The stems My boss contributions to the company Newsletter My contributions to the company Newsletter For each neuron the first two stems with the highest tf-idf are reported. This highlights the main subject discussed by articles falling in the neurons.
  • 23. Results of text mining • With this analysis we identify the most important “stems” and their frequency and distribution. • This is very similar to analyze web pages, blogs, … to indentify the factors the industry currently competes on in products, and what customers receive from the existing competitive offerings on the market. • For any factor we can identify the importance and fill up the strategy canvas and create our new IDEA
  • 25. What is optimization? Selection of the best option from a range of possible choices. What makes it a complex task? The potentially huge number of options to be tested What qualifies as an optimization technique? The search strategy
  • 26. Optimization Problem Mathematical formulation max f1 x1 ,  , xn , f 2 x1 ,  , xn ,  , f k x1 ,  , xn gi x 0 gj x 0 subject t o gl x 0 x S Note : When k>1 and the functions are in contrast, we speak about multi-objective optimization.
  • 27. Math and Real world There is a huge difference between mathematical optimization and optimization in the real-world applications Ideal function in the mathematical world Rugged hill in the experimental world
  • 28. Variables Variables: Variables are the free parameters, quantities that the designer can control Continuous variables: • point coordinates • process variables Discrete variables: • components from a catalogue • number of components
  • 29. Objectives Objectives are the response parameters, i.e. the quantities that the designer wish to be MAX or MIN MAX MIN efficiency cost performance weight ... … Note : A MAX problem can always be transformed into a MIN problem.
  • 30. Why Multiobjective optimization • Most design or problem solving activities are multiobjective by nature • Problems usually involve multiple conflicting objectives that should be considered simultaeously
  • 31. Pareto dominance • Pareto Dominance: • Design a dominates Design b if: – [f1(a) >= f1(b) and f2(a) >= f2(b)...and fn(a) >= fn(b)] – and [f1(a) > f1(b) or f2(a) > f2(b)...or fn(a) > fn(b)] • In the Pareto frontier none of the components can be improved without deterioration of at least one of the other component. • Pareto dominance for one objective coincides with a classical optimization approach • Pareto dominance defines a group of efficient solutions: in case of n objectives, the group of efficient solutions contains at Max ∞(n-1) points
  • 32. Pareto dominance A dominates B if and only if: [ f1(a) >= f1(b) and f2(a) >= f2(b)... and fn(a) >= fn(b) ] and [ f1(a) > f1(b) or f2(a) > f2(b)... or fn(a) > fn(b) ] f1 Red dots are all efficient solutions f2
  • 33. Pareto Dominated Points • Rapidly decreasing probability of having a dominated solution in a randomly generated dataset • Rapidly increasing search effort for when the number of objective is large • Fortunately, in real-case applications the number of dimensions can collapse m ( 1) k 1 m k 1 kn 1 k r Where m is number of points and n is number of m objectives
  • 34. Weighted Function Weighted Function: • n objectives can be added in a single objective using weights: – F(x) = w1*Obj1+w2*Obj2+…+wn*Objn... • Pro: • simple formulation • Cons: • weights are problem-dependent and must be empirically defined • weights are connected to objectives values and might lose significance for different objectives values
  • 35. Why is the Weighting Method Ineffective • Although this type of scalarization is widely used in many practical problems, it has a serious drawback: it cannot provide solutions for non-convex cases • Depending on the structure of the problem, the linearly weighted sum can not necessarily provide a solution that the Decision Maker (DM) desires • The DMs tend to misunderstand that a desirable solution can be obtained by adjusting the weights but there is no positive correlation between the weights and the value of functions
  • 36. Example min y1 f1 ( x), y2 f 2 ( x), y3 f 3 ( x) Suppose the DM want x to reduce more y1 and 2 even a bit y2 s.t. yi 1 1 i 1, 2,3 The minimum of the linearly weighted sum with all the weights equal to 1 is y1, y2 , y3 1 1/ 3,1 1/ 3,1 1/ 3 given by: The DM changes the weights: y1, y2 , y3 1 10/ 105,1 2 / 105,1 1/ 105 1 , 2 , 3 10,2,1 The value of y2 is worse than before, despite the weights given by the DM
  • 37. Why is the Weighting Method Ineffective • Someone might suspect that this is due to a missing normalization of the weights! • Normalization of the weights do not solve the problem • It is usually very difficult to adjust the weights to obtain a solution as the DM wants.
  • 38. Maximize a Mathematical function Maximize: F1 ( x, y) [1 ( A1 B1 )2 ( A2 B2 )2 ] 2 Ai (ai , j sin( j) bi , j cos( j )) j 1 2 Bi (ai , j sin( j ) bi , j cos( j )) j 1 0.5 1.0 2.0 1.5 a b 1.0 2.0 1.5 2.0 1.0 0.5 ( x, y) [ , ]
  • 39. Mathematical functions Maximize: F2 ( x, y) [( x 3) 2 ( y 1) 2 ] x, y [ , ]
  • 40. Weighted Sum Weighted Sum: • F= (1-k)*F1+k*F2 • The parameter k is varied from 0 to 1 with a step of 0.1 • The weighted sum goes progressively from F1 to F2 • The red zones indicate higher values for the weighted sum
  • 41. Pareto Frontier Two variables, two objectives, infinite efficient solutions in two regions not connected in the variables definition domain. F2 F1
  • 42. General Remarks Facing a design problem: • Rarely is there a clearly identified and unique objective • There is a vague distinction between constraints and objectives • Even if algorithms and numerical optimization theories exists in the academic world since many years, the practical impact until today was negligible and limited to very specific applications: • It is necessary to: • extend the concept of mathematical optimization to several objectives • have “robust” tools to explore the entire design configuration space
  • 43. Evolution & Optimization • Evolutionary algorithms are direct global search methods based the model of organic evolution. • Metaheuristics methods are a new type of methods that have been developed since 1980. • These methods have the ability to solve even difficult optimization problems in the best way possible. This is an important group of methods that has significantly contributed to the renewal of multiobjective optimization.
  • 44. EA advantages • Evolutionary algorithms (EAs) do not need derivatives information • EAs are simple to implement • EAs are flexible, may be applied to several different problems • EAs are scalable to high-dimensional optimization problems • EAs may deal with continuous, discrete and binary variables • Always converge to a good enough solution in successive, self- contained stages • Robust against noisy objective functions • Can be easily parallelized • Shortcomings – Slow convergence (but metamodeling may help!)
  • 45. History DARWIN in the wind tunnel! The first real-case application of Evolution Strategy methods used by Prof. Rechenberg Number of possible adjustments 515 = 345 025 251
  • 46. What companies really like of EAs • EAs find a set of solutions which lie on the trade-off (Pareto frontier) – Putting the preferences after optimization – Much better understanding of the problem – Better choices f1 Engineers may choose between solutions f2
  • 47. Evolutionary Optimization of Yagi-Uda Antennas
  • 48. The Problem • The Yagi antenna evolved as a special configuration of an endfire array • It is a traveling wave antenna with a surface wave that propagates along the array with a phase velocity slightly less than that of the free space • It consists of a single driven element and a number of parasitic elements made up of a reflector and a set of directors
  • 49. Optimization • The Yagi configuration has not been amenable to theoretical analysis since it is an array of elements of different lengths with non-uniform spacing and thus cannot be treated using conventional array theory • The Yagi-Uda antennas are known to be difficult to optimize due to their sensitivity at high gain and the inclusion of numerous parasitic elements • Over the years the performance of Yagi antennas has been improved very slowly
  • 50. Antenna Parameters • Parameters: – Lenght for each element – Spacing between elements – Diameter of the wire • With N elements, we have 2N parameters
  • 51. Software used • The original Numerical Electromagnetics Code (NEC) has been developed at the Lawerence Livermore Laboratory. • The code has always been a "card image/batch run“ • SCILAB (www.scilab.org)
  • 52. 4nec2 project 4nec2 is a completely free Nec2 windows based tool for creating, viewing, optimizing and checking 2D and 3D style antenna geometry structures and generate, display and/or compare near/far-field radiation patterns for both the starting and experienced antenna modeler. Antenna geometry edit in 4nec2.
  • 53. Antenna Card • An antenna described to NEC is given in two parts, a structure and a sequence of controls. • The structure is simply a numerical description of where any part of the antenna is located, and how the wires are connected up. Thanks to the old fashioned structure card style input, it is very easy to automatically change the geometry.
  • 54. Problem Setup - SCILAB • Scilab is an interactive platform for numerical computation providing a powerful computing environment for engineering and scientific applications. • Scilab is a free software! • A set of modules are available, we will use OPTIMIZATION tools.
  • 55. Antenna Card wire X,Y,Z start point X,Y,Z end point radius CM NEC 2 elements CE GW 15 10 0.0000 -0.2500 0.0000 0.0000 0.2500 0.0000 1.e-3 GW 20 42 2.0000 -2.0000 0.0000 2.0000 2.0000 0.0000 1.e-3 GE 0 EX 0 15 5 0 1.0000 0 Means of excitation GN -1 FR 0 1 0 0 299.8 0 Frequency (MHz) RP 0 37 73 1003 -180 0 5 5 Optimization Parameters Radiation Pattern
  • 56. Define Parameters Parameters Lower Upper Step Goal Expression bound bound MaxGain Maximize(min(gain)) Lengths 0.1λ 1.5 λ 0.01 MinVSWR Mimize(max(VSWR)) Separations 0.05λ 0.75λ 0.01 Radius 2mm 6mm 1mm The VSWR, or Standing Wave Ratio, of an antenna is a Frequency 219MHz 251MHz 16 measure of how efficiently your antenna is radiating the energy it produces when you transmit.
  • 57. Let SCILAB find the best solutions • Several different optimization methods are available (evolutionary and gradient based) • In this example we use an evolutionary algorithm because this class of methods are able to effectively search large space • We can even approach the problem as a multiobjective optimization problem where we want to maximize the gain and minimize the Voltage Standing Wave Ratio (VSWR) without any weighting function.
  • 58. Output Results …….. - - - POWER BUDGET - - - INPUT POWER = 4.4745E-03 WATTS RADIATED POWER= 4.4745E-03 WATTS STRUCTURE LOSS= 0.0000E+00 WATTS NETWORK LOSS = 0.0000E+00 WATTS EFFICIENCY = 100.00 PERCENT - - - RADIATION PATTERNS - - - - - ANGLES - - - POWER GAINS - - - - POLARIZATION - - - - - - E(THETA) - - - - - - E(PHI) - - - THETA PHI VERT. HOR. TOTAL AXIAL TILT SENSE MAGNITUDE PHASE MAGNITUDE PHASE DEGREES DEGREES DB DB DB RATIO DEG. VOLTS/M DEGREES VOLTS/M DEGREES -180.00 0.00 -999.99 1.78 1.78 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.35890E-01 -120.91 -175.00 0.00 -999.99 2.24 2.24 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.70390E-01 -119.64 -170.00 0.00 -999.99 2.61 2.61 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.99122E-01 -121.61 -165.00 0.00 -999.99 2.54 2.54 0.00000 -90.00 LINEAR 0.00000E+00 0.00 6.93579E-01 -124.59 ……...
  • 59. Results • Preparation time: 1 h • Running time on a laptop: few hours • Number of runs: 1000 • Initial design: Lowest gain 2.20 dB, Highest VSWR 13.43 • Some Pareto Solutions: ID Gain VSWR 681 7.66 1.39 818 7.94 1.38 820 8.57 1.86 763 8.62 2.54
  • 60. Results Initial points VSWR Gain
  • 61. VSWR From 13.43 to 1.38 -90% Gain From 2.20dB to 7.94dB +261%
  • 62. Conclusions • Boost your creativity with SCILAB • Push the limits of product innovation with open source software • No limits in the number of available licenses • Option for parallel computing
  • 63. References • Kim and Mauborgne. Blue Ocean Strategy. Harvard Business School Press. 2005. • Electromagnetic Optimization by Genetic Algorithms, Y.Rahmat-Samii and E. Michielssen, eds.,Wiley,1999 • Evolutionary Optimization of Yagi-Uda Antennas, Lohn, J. D. Kraus, W. F. Linden, D. S. Colombano, S. P., LECTURE NOTES IN COMPUTER SCIENCE, 2001, ISSU 2210, pages 236-243, Springer-Verlag; 1999 • Design of Yagi-Uda antennas using comprehensive learning particle swarm optimisation, Baskar, S. Alphones, A. Suganthan, P.N. Liang, J.J. Sch. of Electr. & Electron. Eng., Nanyang Technol. Univ., Singapore, in: Microwaves, Antennas and Propagation Proceedings,Oct. 2005, Volume: 152- 5, pages: 340- 346 • Single and Multi-objective design of Yagi-Uda Antennas using Computational Intelligence, Neelakantam V. Venkatarayalu and Tapabrata Ray., in Proceedings of the 2003 Congress on Evolutionary Computation, Volume 2, pp. 1237--1242, IEEE Press, Canberra, Australia, December 2003 .
  • 64. THANK YOU FOR YOUR KIND ATTENTION! s.poles@enginsoft.it