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研究生: 陳弇方
Yan-fang Chen
論文名稱: 發展一流程導向本體論支援風險管理-以工廠佈置為例
Developing a Process-Oriented Ontology to Support the Risk Management -An Example of Plot Plan
指導教授: 歐陽超
Chao Ou-Yang
口試委員: 王孔政
Kung-Jeng Wang
阮業春
Yeh-Chun Juan
學位類別: 碩士
Master
系所名稱: 管理學院 - 工業管理系
Department of Industrial Management
論文出版年: 2011
畢業學年度: 99
語文別: 中文
論文頁數: 90
中文關鍵詞: 風險管理EPC流程知識本體論敘述邏輯SWRL
外文關鍵詞: Risk Management, EPC, Process Knowledge, Ontology, Description Logic, SWRL
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  • 由於風險管理為專案執行過程中相當重要的一環,其目的在於降低負面的風險、成本、影響等問題。而風險所引發的問題若處理得當,除可降低程序中的傷害,亦可儲存為一流程知識並於日後妥善運用。然而,風險管理程序中所涵蓋之流程知識是相當繁複的,如何有效率的辨識、評估及回應風險,為本研究之核心所在。
    本研究欲發展一個「流程導向本體論」,結合EPC、本體論以及敘述邏輯的詮釋,用以表達風險管理中的流程知識,並於Protege建置目標本體,而為使風險管理的流程知識充分且完善的表達,本研究基於SWRL的Rule-Based Reasoning,以彌補知識本體論無法有效表達規則化的知識內容,透過SWRL的規則描述,可使領域本體能具語意,並藉此推導出模型中的流程知識,以達到知識的分享與再利用的功能。
    另一方面,由於專案活動性質的差異亦會影響風險項目知識的評估數值,因此,本研究基於流程導向本體論支援風險管理程序,設計一系統介面以讀取本體知識庫中的領域知識與規則,用以提供使用者進行數值選填與計算,並顯示出知識庫中符合規定的風險項目。


    Risk Management (RM) is one of the most important processes in the project, which reduces the impacts of the negative risks, costs, influences and other problems. However, RM is a complicated knowledge that problem is how to identify, assess, and response the risks effectively. The research proposes a process-oriented ontology to solve those issues.
    This study develops a “Process-Oriented Ontology”, composed by EPC (Event-driven process chain), ontology and description logic (DL) to define and express process knowledge. Furthermore, the domain Ontology implements by Protege. For achieving the main purpose of RM, we apply Semantic Web Rule Language (SWRL) to build rule-based reasoning to rectify the shortcoming of ontology in describing rules. In order to achieve knowledge sharing and reusing on domain Ontology, it derives from the process knowledge with SWRL.
    In addition, every project has different risk weights of the assessment by its exclusive character. Therefore, we design a user interface on risk management system for reading the domain ontology and rule base that provides the optimal numerical calculation and the required process knowledge of risk management.

    目錄 摘要i Abstractii 謝誌iii 目錄iv 圖目錄vi 表目錄vii 第一章、緒論1 1.1 研究背景1 1.2 研究動機與目的2 1.3 研究流程與架構2 第二章、文獻探討4 2.1 風險管理5 2.1.1 風險管理定義5 2.1.2 風險管理應用6 2.2 流程建模工具6 2.2.1 EPC (Event-driven process chain)7 2.2.2 IDEF (ICAM Definition Languages)7 2.2.3BPMN (Business Process Management Notation)8 2.3 流程知識8 2.4 本體論(Ontology)9 2.4.1 本體論定義9 2.4.2 本體論建立10 2.4.3 本體語言16 2.4.4 本體論推論機制17 2.4.5 本體論建置工具18 2.4.6 本體論應用18 第三章、研究方法20 3.1 概念階段21 3.2 設計階段21 3.2.1 EPC流程建模23 3.2.2 定義EPC本體論25 3.2.3 建置本體推論模型28 3.2.4 定義風險管理本體論32 3.2.5 設計風險管理系統39 3.3 實作階段40 第四章、資料分析與系統實作42 4.1 資料分析42 4.1.1 工廠佈置介紹42 4.1.2 工廠佈置之風險管理43 4.2 系統實作45 4.2.1 設計流程導向工廠佈置之風險管理程序46 4.2.2 定義工廠佈置之風險管理本體論51 4.2.3 建置工廠佈置本體推論模型54 4.2.4 工廠佈置風險管理系統59 4.3 模型驗證結果64 第五章、結論與建議65 5.1 結論65 5.2 未來建議65 參考文獻67 附錄一、風險評估本體論71 附錄二、風險回應本體論75 附錄三、工廠佈置(Plot Plan):整廠佈置圖81 附錄四、工廠佈置風險文件:廠址資料82 附錄五、工廠佈置風險文件:土壤酸鹹值83 附錄六、工廠佈置風險文件:相關法規及規定84 附錄七、工廠佈置風險文件:工廠佈置規範85 附錄八、工廠佈置風險文件:客戶需求86 附錄九、工廠佈置風險文件:工廠佈置描述87 附錄十、工廠佈置風險文件:製程程序圖(PFD)88 附錄十一、工廠佈置風險文件:管線設計說明圖(P&ID)89 附錄十二、工廠佈置風險文件:製程描述(Process Description)90 圖目錄 圖1-1、研究流程與架構3 圖2-1、文獻架構圖4 圖2-2、Ontology Language:K(Ontological commitment)包含範圍12 圖2-3、Different approaches to the language 【27】13 圖3-1、研究方法架構圖20 圖3-2、本研究設計階段內容22 圖3-3、流程模型設計之階層性24 圖3-4、Ontology to Protege3.4.429 圖3-5、風險管理EPC模型34 圖3-6、風險管理系統架構39 圖3-7、實作階段架構圖40 圖4-1、工廠佈置相關風險文件44 圖4-2、系統實作程序圖45 圖4-3、工廠佈置風險辨識EPC模型48 圖4-4、工廠佈置風險評估EPC模型49 圖4-5、工廠佈置風險回應EPC50 表目錄 表2-1、Example of C = (D, W, R)11 表2-2、敘述邏輯的子語言【28】14 表2-3、基於敘述邏輯interpretation本體知識庫15 表3-1、EPC建模相關符號23 表3-2、顧客接單流程模型及其符號之關聯性25 表3-3、顧客接單EPC模型概念化為C = (D, W, R)26 表3-4、定義概念化之顧客接單EPC模型為L = (V, K)28 表3-5、顧客接單EPC模型本體建置過程29 表3-6、Rule-Based Reasoning31 表3-7、顧客接單EPC流程本體之推論規則設計32 表3-8、風險辨識EPC模型概念化為C = (D, W, R)35 表3-9、定義概念化之風險辨識EPC模型為L = (V, K)37 表3-10、風險管理本體建置過程38 表3-11、風險辨識本體之推論規則設計39 表4-1、工廠佈置考量要素43 表4-2、EPC Model於M2至M0所代表的符號概念與實體46 表4-3、工廠佈置風險管理之機率與影響矩陣【39】47 表4-4、工廠佈置風險辨識EPC模型概念化為C = (D, W, R)51 表4-5、定義概念化之工廠佈置風險辨識EPC模型為L = (V, K)52 表4-6、工廠佈置風險管理本體論建置54 表4-7、工廠佈置風險管理本體之推論規則設計-(Ⅰ)55 表4-8、工廠佈置風險管理本體之推論規則設計-(Ⅱ)56 表4-9、工廠佈置風險管理本體之推論規則設計-(Ⅲ)58 表4-10、工廠佈置風險管理本體之推論規則設計-(Ⅳ)59 表4-11、系統介面:工廠佈置風險辨識階段- (Ⅰ)60 表4-12、系統介面:工廠佈置風險評估階段- (Ⅰ)60 表4-13、系統介面:工廠佈置風險評估階段- (Ⅱ)61 表4-14、系統介面:工廠佈置風險回應階段- (Ⅰ)61 表4-15、系統介面:工廠佈置風險回應階段- (Ⅱ)62 表4-16、系統介面:工廠佈置風險回應階段- (Ⅲ)63

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