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    Promoting Productivity in Manufacturing Companiesin Developing Countries: An Information System forManaging and Querying Knowledge Bases in theAutomotive Industry in Mexico

    Andres G omez de Silva GarzaDepartamento Academico de Computacion, Instituto Tecnologico Autonomo de

    M exico (ITAM), Ro Hondo #1, Colonia Tizap anSan Angel, 01000Mexico, D.F.,

    M exico. E-mail: [email protected] Lidia Franzoni Vel azquezDepartamento Academico de Computacion, Instituto Tecnologico Autonomo de

    M exico (ITAM), Ro Hondo #1, Colonia Tizap anSan Angel, 01000Mexico, D.F.,

    M exico. E-mail: [email protected]

    Vctor Cruz MoralesDepartamento Academico de Ingeniera Industrial y Operaciones, Instituto

    Tecnologico Autonomo de M exico (ITAM), Ro Hondo #1, Colonia Tizap anSanAngel, 01000Mexico, D.F., Mexico. E-mail: [email protected]

    ABSTRACT

    The purpose of this article is to demonstrate that a low-budget information system using knowledgebases can be developed and adopted in a manufacturing firm to improve the productivity of theorganization. The automotive industry uses complex software systems to perform product engineeringat all stages of the production process, from conceptual design to manufacture. For each of thesestages, different software tools of great complexity are employed, and the people using these tools needconstant support in order to continue being productive even when problems arise with the softwarethey are using. Given the amount and variety of queries made by product engineering personnel tothe software support staff, said staff can benefit from a software tool that stores their expertise forreuse and can be queried in order to generate quick solutions to problems with product engineering

    software. In this article, we describe an information system that uses these ideas related to case-basedreasoning in order to flexibly and efficiently reply when problem situations are encountered by theproduct engineering staff of a major automobile manufacturer. This setup can relieve some of theburden placed on the software support staff and reduce their response time. The information systemresulted from a collaboration between a large multinational company and our university, specificallyits undergraduate computer engineering students, benefitting all parties involved in the project andhelping in the development of our country, Mexico. C 2007Wiley Periodicals, Inc.

    Keywords: product engineering; case memory; knowledge base; CAD

    Information Technology for Development, Vol. 13 (3) 253268 (2007) C 2007Wiley Periodicals, Inc.

    Published online in Wiley InterScience (www.interscience.wiley.com). DOI: 10.1002/itdj.20073

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    Even experienced designers (let alone intermediate- or beginner-level designers) require

    technical software support to clear up issues or solve problems that arise during their use of

    CAD tools. Even though the use of this type of software tool can be quite intuitive (given

    enough experience with them), the results can be highly dependent on the path followed

    during the design process. There is no one standardized design process that can always befollowed, and many problems with CAD tools arise out of subtle interactions between the

    order in which different substeps were performed, meaning that in similar circumstances,

    the same problems may not arise. Some problems may occur directly due to bugs that may be

    present in new releases of the software, and patches created by the software developers must

    be applied to the tools for the problems to be eliminated; designers using the software tools

    are not necessarily aware of the existence of these bugs and their patches. CAD software

    also depends greatly on the hardware platform on which it runs, and some problems that

    designers have to face might be due to problems with the size of real or virtual memory,

    the performance of the graphics processor, and other such hardware-related issues. All

    these types of problems can manifest themselves in different ways, and their detection (and

    solution) by someone who hasnt had the chance to face them often enough to develop

    some expertise may not be at all easy or obvious.

    The staff that gives support to CAD tool users in an enterprise involving design must be

    highly experienced and specialized in order to be able to provide rapid solutions to these (or

    any other) types of problem so that the users can continue with their design-related activities

    with a minimum of delay or interruption. However, not everyone providing software support

    can be expected to have the same amount or the same type of prior experience. Some may

    have encountered only certain variants of a particular problem or may not remember (i.e.,

    may not have mentally classified in an adequate fashion) all the possible variants associated

    with a given issue. Many may not have any experience at all with recently released versions

    of the software package. Finally, support staff will not always be available to try to addressa given query, and even when they are, they cant be expected to be able to respond

    immediately.

    These problems that may arise in a company that relies on CAD software leads us to

    the opportunity to suggest possible solutions. One possible solutionthe one we will be

    focusing on in the rest of this articleis for the company to have an information system

    (with its associated knowledge base) available both to the support staff and to the users

    of CAD software. The information system would serve multiple functions. It would have

    the capacity to systematically store new knowledge related to the use of the CAD tools

    as said knowledge accumulates. Both users and support staff would have an interface to

    the system in order to perform queries and access the knowledge in it. The knowledgebase would store each problem/issue encountered by designers as well as the solutions

    eventually found by the support staff for said problems. The knowledge base would serve

    as a way for the support staff to share and distribute their expertise among themselves and

    with the CAD system users. It would also become an historical, time-stamped document

    that traces the different problems encountered and the solutions that have been found for

    them (as well as who has encountered the problems and who has provided solutions for

    them). Finally, it could be used as a basis for training new advanced users of the CAD tools

    or new support staff. It is important to distinguish this type of system from the online or

    printed documentation that may be available for the CAD software because it organizes the

    information in a different, complementary fashion. It can also describe problems and their

    solutions at a higher level of abstraction than the information on typical problems and

    known bugs normally found in the documentation or Web sites associated to software, and

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    it can store, as one unit in the knowledge base, problems that arise due to the interaction of

    multiple factors together with their solutions. In summary, an information system of this

    type embodies, in a centralized repository of knowledge, a subset (in this case the subset

    relating to software support for CAD tools) of corporate expertise that would otherwise be

    distributed among the brains of all the employees related to this task within a company andaccess to which would not be available in an automated manner.

    2. RELATED WORK

    As several researchers have remarked, the automobile industry is one of the areas of

    human endeavor that has most been affected by the introduction of industrial software

    over the past few decades, and yet there are still many challenges and many areas of the

    industry in which further improvements can be made as far as providing software support

    (Grimm, 2003). Expert systems and knowledge-based systems (Giarratano & Riley, 2004)

    have been employed in various tasks related to designing, manufacturing, and operatingautomobiles. For instance, Anonymous (1998) describes a rule-based system used by a

    major car manufacturer during the production process to find and repair malfunctions in

    their printed circuits; and Sachenbacher, Struss, and Carlen (2000) present a prototype of

    a system that is set in a car and diagnoses its operation in real time based on a model

    of the cars mechanical systems. On the other hand, the type of tool we describe in this

    article is not an autonomous reasoning system but rather just a large knowledge base and

    the software needed to administer it. As such, it fits into the area of information science

    normally classified as knowledge management (Frappaolo, 2006); yet, our contribution is

    that it is usually corporate knowledge of the administrative type (e.g., on business processes)

    that is handled by this sort of tool rather than expertise on problems related to the use ofCAD software. Central to knowledge management is the issue of how knowledge is indexed

    (organized), and even though this has been an area of interest for a long time now, the past

    decade has brought on a flurry of activity due to the ever-increasing use of the World Wide

    Web for information storage, search, and retrieval, and the importance of Web searching

    strategies. Kim and Seo (2002) did some recent work on indexing (like our system) that uses

    natural language words as indices to stored knowledge. On the other hand, we dont just

    use natural language words as indices, we combine natural language with more structured

    indices in our system, as described belowan approach that is also espoused by Jones,

    deBessonet, and Kundu (1988).

    3. AUTOMOBILE INDUSTRY CASE

    3.1 Problem Scenario

    In the rest of this article, we describe an information system with the characteristics

    discussed in section 1. For reasons of confidentiality, we shall refer to the company for

    which we built the system as Car Manufacturer (CM). This company is the Mexican affiliate

    of a multinational automobile manufacturer, and it uses a CAD software package that we

    shall call CAD System. The main goal of our system, called CADHelp, is to provide a

    knowledge base that will contain the problems and solutions found by users of the CAD

    Systems CAD platform. In CM, when the designers using the CAD System encounter a

    problem, the procedure prior to the introduction of CADHelp was as follows:

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    1. The person with the problem generally filled out an online form in which the problem

    was described in multiple ways, both by selecting predefined options from sets of

    radio buttons and by filling out a text box with a natural-language description of the

    problem.

    2. The people in the technical support group who received the online query were incharge of figuring out the root cause of the problem, usually by trying to repeat the

    conditions which led to the problem in their own computer, and then contacting the

    CAD System user that originally reported the problem in order to suggest a solution.

    The knowledge base in CADHelp is intended to help the technical support staff by

    providing them access to previously encountered problems and their solutions, such that if

    these problems reoccur, a response can be offered to the designer that encountered them

    more quickly than the first time they happened. In addition, if one person in the software

    support group has already solved a problem, once he or she enters the information related

    to the problem and its solution in the system, the knowledge base in CADHelp representsshared corporate knowledge: All other software support personnel will have access to the

    solution found by their colleague and will be able to provide a quick response to the CAD

    System user that reported the problem rather than having to find the solution to the problem

    again.

    3.2 Proposed Solution

    Artificial Intelligence (AI) is a complex multidisciplinary field; but, one AI technology that

    immediately comes to mind that has the characteristics needed to implement a system that

    can achieve the goal of the project is Case-Based Reasoning (CBR; Bergmann et al., 2003;Kolodner, 1993; Leake, 1996; Watson, 1997). CBR arose as an AI methodology in the late

    1980s and early 1990s as an alternative to traditional expert systems, which used other

    methods or strategies to perform their assigned task. In this project, we didnt propose a

    CBR system because CADHelp does not reason by itself; it is not an autonomous system,

    as it simply provides its users with expert knowledge that the user then has to employ

    in order to solve problems (reason) more effectively and efficiently. However, the entire

    internal architecture of CADHelp is based on having cases (this is the type of knowledge

    that it stores and provides to its users), and the main characteristic of a case-based system

    is that its design is based on the existence and use of past experiences or precedents, so

    CADHelp is a case-based system even if it is not a case-based reasoner.These experiences or cases are stored in a case base (also known as a case memory). Each

    case stored in memory contains all the relevant information about a specific experience in

    the domain of the system (in this case, problems that arise when using CAD System) that

    might help in similar situations in the future. This relevant information must include at

    least a description of a known problem that was encountered in the past and a description

    of the solution that was eventually found for that problem (but sometimes can include

    additional related data or annotations if it is deemed to be helpful). This is exactly the type

    of information that CM has on previous episodes of problems with the use of CAD System;

    however, CM has the information distributed among the brains of their support staff and, to

    a much lesser degree, on paper (in a disorganized, unstructured fashion). This is why CBR

    came to mind as a technological solution for building CADHelp. Figure 1 shows the case

    memory in CADHelp.

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    Figure 1 CADHelps case memory.

    Once a case memory has been built, the next step is to determine how to retrieve thecorrect casesthe most relevant onesgiven a new problem. If there are only three or four

    cases in memory, then each one can be compared to the description of the new problem

    to determine the degree of similarity or relevance and the best one(s) retrieved. However,

    when there are many cases in memory (which is the situation in CADHelp), case retrieval is

    more efficient if the cases that are not similar or relevant to the new problem can be skipped,

    ignored, or discarded from the list of potential solutions without even considering them

    (i.e., without comparing them to the current situation) in order to determine their relevance.

    This implies the need to come up with an internal organization for the case memory rather

    than to have a flat one (consisting simply of a list of cases).

    The problem of deciding how to organize the case memory internally is related to theproblem of deciding how the information in the description of a new problem is going

    to be used to decide which case(s) to retrieve from the memory, something known in the

    CBR literature as the indexing problem. Just as a library has a catalog in which a person

    can search for a given book based on multiple criteriausually at least author(s), title,

    and main topic(s), a flexible indexing scheme results in a case memory organization that

    supports flexible and intelligent case retrieval. The reason that it is desirable to have flexible

    and intelligent case retrieval is that the retrieved case(s) is where the potential solution(s)

    to the new problem, (which needs to be presented to the user) is stored. Thus, the overall

    effectiveness of a case-based system depends on the results of this case retrieval process

    producing the best results possible.

    In order to decide how we would index the cases in CADHelp, we observed the ways in

    which the users of CAD System in CM currently describe their problems using the online

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    form provided by CMs software support personnel. We also observed some descriptions

    of old problems that had been written down on paper (not in a very systematic manner

    nor covering a large period in CMs existence). Based on these observations, we noted the

    terms and concepts used in CM to describe the problems encountered by CAD System

    users and the way in which these terms and concepts are interrelated, something knownin AI as the ontology of the domain being studied. This indexing method is similar to

    that suggested by (LaBrie & St. Louis, 2003), although in that paper, it is MIS Quarterly

    articles that are stored in their knowledge base, not solutions to problems encountered in

    the use of software packages.

    As a result of this analysis, the indexing scheme we propose for CADHelp is as follows:

    CAD System problems can be classified into problems arising from software is-

    sues (e.g., the file that contains a particular design has been corrupted or cannot

    be read/written by the package); more general conceptual design issues (e.g., the

    user does not know what a blend is); or interface-related issues (e.g., problems

    with making multiple visual layers of a design compatible). One of these options

    is currently selected by the user when filling out the online problem report form.

    The chosen option can be used as an index, where each of the different options

    points to a different subset of the cases in memory. If it is decided to classify CAD

    System problems according to other criteria, then those criteria can also be used

    as additional, parallel indices to point to different specific subsets of the cases in

    memory.

    A natural-language description of the problem is also given currently by the user when

    filling out the online problem report form. A search can be made in this description for

    certain keywords that carry a high semantic content (Russell & Norvig, 2002). Words

    like articles (e.g., a and the) and prepositions (e.g., from and for) do not carryany information that can be used to discriminate between one case or another. On

    the other hand, words like nouns (e.g., file and object), verbs (e.g., save and

    render), and adjectives (e.g., invisible and large) can be used as indices to point

    to subsets of cases that have relevant content (because, for instance, not all cases have

    information related to problems with a file).

    Given the description of a new problem, then, some cases in memory will not be

    retrieved at all, some will be retrieved due to their match with a few indices, and some

    will be retrieved due to their match with many indices. The retrieved cases can be

    ranked according to how many indices pointed to them (the implementation does

    not necessarily involve pointers in the computational sense, but conceptually it is thesame phenomenon which is taking place). The more popular case is the one most

    likely to contain the required solution to the new problem (but the rest can be kept and

    made available to the user as alternative solutions to the new problem, maintaining

    their prioritized ranking according to the number of matches).

    This indexing scheme is flexible and intelligent because

    given a problem description, it does not provide only one solution (which may or

    may not turn out to be correct once it is examined by a human user) but rather many

    alternative solutions ordered according to their likelihood of relevance;

    new criteria can be incorporated as indices that help discriminate even further between

    the different retrieved cases as more and more knowledge is acquired; and

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    the case memory ends up being partitioned into overlapping subsets according to the

    different parallel criteria used as indices (which is why there are multiple ways to

    arrive at a given case).

    Incorporating new cases (or deleting old ones) involves very few changes to the memorystructure (each index in the table of keywords points at a list of cases, and this list has to

    grow or decrease by one if the added or deleted case involves the given keyword), making

    this sort of learning highly efficient rather than involving a massive reorganization of the

    case memory and its contents.

    Figure 2 illustrates the indexing scheme used for CADHelps case memory. As can be

    seen in the figure, some indices point to several cases, some to just one, and some to none

    at all, illustrating the flexibility of the indexing scheme. These ideas result in a dynamic

    system whose knowledge base can be easily modified. As can be seen, this solution has

    been designed to be quite generalit can be easily modified to incorporate help on other

    software packages, not just CAD System, to permit English queries, not just Spanish, etc.

    It was thought up to be scalable, with the idea of expanding its contents and capabilities

    without having to alter its structure or design.

    CADHelp is not the first case-based system used in the automobile industry, and here we

    cite just three examples. One example is the project described in Zeid, Gupta, and Bardasz

    (1997) in which CBR is used to generate sequences of actions needed to disassemble

    cars and trucks in order to recycle their parts. Another example is the system discussed

    in Struss and Price (2003), which performs real-time diagnosis of automobile systems as

    the car is being used, and then operates the vehicle using model-based reasoning, where

    the models are based on generalizing multiple specific experiences (cases). Finally, a third

    Figure 2 CADHelps indexing scheme.

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    example is the work of Brueckner and Gerth (2005), which proposes the use of multiple

    AI techniques, including CBR, in the implementation of a system that designs the chassis

    of an automobile according to the requirements specified by the user. As can be seen,

    these systems serve a wide variety of functions, all of which are different from CADHelps

    purpose of storing and recovering software support knowledge. This type of system, knownas helpdesk systems, has also previously been studied from the point of view of CBR

    (though not specifically geared towards the automobile industry). For example, Kai, Raman,

    Carlisle, and Cross (1996) propose that the cases (and their indices) in a case-based helpdesk

    system store only free-form text (in natural language).

    However, in CADHelp we propose a slightly different approach in which only certain

    keywords extracted from natural language text-words that carry information on the meaning

    and context of the problem associated with the case-should be used as indices, not entire

    sentences or phrases, and certainly not all words that may be present, in any combination,

    in the natural language description of the problem. In addition, in CADHelp we complement

    the indices obtained from natural language words with more structured information. This

    additional information can be input by the user through the selection of different options

    via radio buttons in the interface, such as a classification of the type of problem involved

    in each case.

    4. ANALYSIS OF THE AUTOMOBILE INDUSTRY CASE

    4.1 Implementation and Design Methodology

    One of the most well-known life-cycle models of the software development process is the

    waterfall model first mentioned in Royce (1970). This model consists of seven phases:problem definition, requirements analysis, design, implementation, testing (validation),

    integration, and maintenance, as shown in Figure 3. The seven phases describe the steps

    through which a software system passes from the beginning of its development to its release

    and continued operation. The waterfall model describes the methodology we followed in the

    development of CADHelp, though our participation in the project ended upon completion

    of the testing/validation phase.

    Prior to implementing CADHelp, we conducted a series of interviews with CM employ-

    ees (designers and software support staff) in order to define and understand the problem

    clearly. While only the CM executives, employees, and the three us were present at the

    initial stage of this problem definition phase, undergraduate students soon joined the in-terviews and continued on the project through the rest of the phases. Having finished the

    initial problem definition phase, we proceeded to the requirements analysis and design

    phases, taking into account the constraints placed on us by CM. In this phase, the three

    authors of this article provided most of the guidance as far as choosing which approaches

    and technologies to use to tackle the problem, but students ended up providing a lot of

    input too. Part of this guideance included focusing on information retrieval and knowledge

    management rather than thinking about developing an expert system, as CMs executives

    originally requested (probably as a result of misunderstanding the fact that this term im-

    plies autonomous reasoning or problem solving capabilities). Finally, we implemented

    CADHelp using Excel to store the cases and other important knowledge and using Visual

    Basic for Applications (part of Excel) to design the interface and program the different

    search and retrieval functions needed when a user queries the system. This implementation

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    Figure 3 Waterfall model of software development.

    phase of the project and the subsequent validation phase were completely performed by the

    students.

    The policy makers at the corporate headquarters of CM imposed the use of these particular

    platforms (Excel and Visual Basic for Applications) for storing the knowledge base and

    developing the system. For standardization purposes, there are constraints on the software

    that the subsidiaries of CM throughout the world must use to perform certain tasks (forexample, using spreadsheets or programming) or to develop their own systems. These

    constraints depend on the software providers that CM uses and the software licenses they

    already have or are willing to buy or negotiate. Thus, it wasnt feasible in the CADHelp

    project to use dedicated knowledge management tools or little-used programming languages

    such as those commonly employed in AI projects. On the other hand, the policy makers

    at the CM corporate headquarters have not identified the development and storage of

    knowledge bases as a task that is important to standardize or even to carry out, so they let

    their subsidiaries decide whether they are going to do it (corporate policy at CM dictates

    that most operative problems be dealt with independently by each subsidiary). And if they

    decide to do it, it is up to the subsidiaries to figure out how to do so. In this particularsituation, the Mexican subsidiary of CM decided that they would like to have a system

    with HelpCADs characteristics, and they carried out the project by getting in touch with

    our university as part of an agreement of collaboration that CM has with several Mexican

    universities (something which, as mentioned earlier, has historically been uncommon in

    Mexico). There has been talk about the possibility for other subsidiaries of CM (in other

    countries) or even the people in their corporate headquarters to begin using CADHelp but

    this has not yet happened.

    Returning to the characteristics of the system, in CADHelp there are two possible types

    of users: regular users who can describe new problems that they encounter as they use

    CAD System and expert users who have administrative priviledges and can modify the

    information stored in the knowledge base and the database of authorized users. Even more

    importantly, expert users are those that can check to see if any new problems (previously

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    entered by regular users) are pending, find solutions to them, and add these solutions (and

    related problem descriptions) to the case memory to make them immediately available

    for reuse if the same problems occur again in the future. The use of Visual Basic for

    Applications for the implementation means that HelpCAD has a friendly, easy to use

    interface, and therefore, we avoided having the complicated and confusing interfaces thatsoftware packages that manage knowledge bases normally have.

    4.2 Knowledge Base Interface

    In CADHelp, access to the knowledge base is through one of two interfaces; which one

    is displayed is based on the type of account with which a user has logged on (regular or

    expert). Figure 4 shows the multiple functions available through each of the interfaces for

    the two types of user.

    Figure 5 shows the options available in CADHelps main menu to expert users. As can

    be seen, it is this type of user that administers the cases stored in the systems knowledgebase.

    The knowledge base in CADHelp can grow without limits as more and more knowledge

    is acquired and input by the experts. The accumulated knowledge is organized and indexed

    according to multiple criteria, including the versions currently being used of the CAD

    System. The multiple indexes allow for a rapid retrieval of the relevant information each

    time the knowledge base is queried. The indexes used reflect the type of information that

    the experts would use naturally to describe and classify CAD System problems even if they

    didnt have an information system such as CADHelp to rely on for the storage and retrieval

    Figure 4 Functions available to the two types of user in CADHelp.

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    Figure 5 Interface options available to expert users in CADHelp.

    of knowledge. Retrieved cases are assigned points according to how many indices extractedfrom a query point to them, thus allowing the system to rank them according to their likely

    relevance/usefulness, as shown in Figure 6. The knowledge base embodies the expertise

    of the entire CAD System software support staff in CM and makes it easily accessible to

    both the support staff and the designers that use the CAD System. This expertise stays with

    CM regardless of whether the support staff who originally entered the knowledge is still

    with the company, still has the same job/post within the company, or other factors that can

    sometimes hamper the transfer of expertise in an enterprise. The amount of time that needs

    to be invested in order to fill the knowledge base with some initial cases can quickly be

    recovered due to the amount of time that CADHelp saves in the error reporting and error

    correction phases of the design process.In CADHelp, regular users can describe new problems that they encounter as they use

    CAD System in their daily chores, or they can use CADHelp to look for solutions to

    problems that they have previously reported (assuming that a solution to the problem has

    already been found and entered by an expert user), as shown in Figure 7. A regular user

    can also provide a natural-language (in this case Spanish) description of the problem when

    filling out the online report form, and the system can look for keywords contained in the

    text in order to retrieve and sort relevant solutions stored in the case base.

    5. RESULTS AND CONCLUSIONS

    The first thing that must be said is that the answer to our research question is a resounding

    yes! It is definitely feasible to promote the productivity of manufacturing countries in

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    Figure 6 Example of results displayed by CADHelp after a Quero.

    developing countries through the development and deployment of low-budget informationsystems. The car manufacturer (CM) for which we built the CADHelp system has greatly

    benefited from the design and implementation of the system. Their software support staff

    used to have a few folders containing brief, unordered, and unsystematically annotated

    solutions written on paper to some problems faced by users of their CAD System. The dif-

    ficulties inherent in this prior knowledge repository system that did not rely on information

    technology can be easily grasped. The CADHelp system has the necessary characteristics

    to systematize and automate much of the work done by the software support staff in CMs

    Mexican subsidiary, and its development did not require the investment of large amounts of

    time, money, or effort. CADHelp was deployed with an empty knowledge base and access

    privileges for only one expert user and one regular user. Within weeks, the information that

    had previously only existed in written form in a disorganized fashion had been added and

    several user accounts, for both expert and normal users, had been created as needed. The

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    Figure 7 Query performed by a regular CADHelp user.

    software support staff, whose work from anecdotal accounts has become more efficient and

    less tedious, have been systematically entering their experiences into CADHelp by orders

    of the engineering design management, which shows not only the usefulness of the system

    but also the commitment of CM to the project. The knowledge base as it stands can, at

    the same time, collects reports of new problems, incidents, and issues related to the CADSystem and stores (for future retrieval) the solutions for these issues found by the support

    staff. The idea is that regular users soon begin employing the system in their daily tasks

    as well, minimizing the need for them to rely on the support staff, who can thus focus on

    the more difficult novel problems that may arise. Developing CADHelp involved the use

    of inexpensive and widespread standard software programming platforms, such as Excel

    and Visual Basic for Applications, instead of requiring complex and expensive technology

    such as expert system shells.

    The solutions we found for CMs needs are quite general and not tied exclusively to the

    environment in which the company operates (the automobile industry) or to the specific

    task (support for users of CAD packages) that needed to be performed. This task requiredthe corporate expertise of the software support personnel to be stored, managed, and

    retrieved in a more systematic, automated manner. The CADHelp systems interface can be

    easily adapted to other applications that require knowledge bases accessed through multiple

    indices that represent the global expertise of an organization. The indexing scheme is also

    general and can be employed for organizing cases (or knowledge represented in other

    ways) that represent different types of knowledge, not just for software support. The use

    of natural language words as partial indices to the cases stored in the knowledge base is

    independent of which natural language is employed to describe problems, so portability to

    other subsidiaries of CM worldwide is perfectly feasible. One future potential application

    is to use the same interface that CADHelp has, with a different knowledge base, to provide

    support for users of PLM (Product Life-Cycle Management) systems, which are similar to

    CAD software due to their size and complexity.

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    THE AUTOMOTIVE INDUSTRY IN MEXICO 267

    The development of the CADHelp system has been a perfect opportunity for collaboration

    between the industrial and academic sectors in order to solve a real-world problem. The

    alternatives for CM would have been to hire a team of consultants or to ask their own

    employees to develop a system such as CADHelp. Both of these options would have been

    too costly for different reasons. The first one is due to its high monetary cost, and the secondbecause it would have implied reassigning software support and software development

    personnel from their ordinary tasks to the development of this project for lengthy periods

    of time. Thus, in the end, probably nothing would have ended up being developed (and the

    original inefficient, unsystematic method of doing things would have remained). Thanks to

    the existence of the industry-university collaboration agreement, CM did not have to invest

    money or time on this project (with the exceptions of the first brief interviews during the

    problem definition and requirements analysis phases of the project and the quick system

    tests during the debugging phase of the implementation).

    The students who participated in the project, some less than halfway through the course

    load associated with their degree, proved to be mature, knowledgeable, and skilled enough to

    tackle the software development tasks that were assigned to them. Despite a limited amount

    of time (the entire project had to be completed in 4 months, from problem specification

    to deployment) and the absence of any monetary reward (neither students nor professors

    benefitted economically from participating in the project, though both gained valuable

    experience), the project was carried out and completed successfully without a hitch and

    within the alloted time. At the same time, the students and professors of our academic

    institution had the opportunity to work together on a real-world project outside of the

    normal classroom setting, and they were able to learn about CAD tools (and the problems

    related to their use) and apply AI techniques and information technology in general to the

    management of corporate knowledge.

    In other words, the project benefitted all parties involved on both the industrial and theacademic side of things. Perhaps even more beneficial is the snowball effect that is already

    taking place within CM: our university is presently working collaboratively on three more

    projects. Perhaps, eventually this will lead to other car manufacturers and other sectors of

    industry to join forces with academia in research and development projects that are not just

    mutually beneficial to the participating parties but will have further reaching consequences

    for development as a whole in Mexico.

    REFERENCES

    Anonymous (1998). Ford adopts rule-based cim strategy. Intelligent Systems Report, 15(5), p. 12.Bergmann, R., Althoff, K.-D., Breen, S., Goker, M., Manago, M., Traphoner, R., et al. (2003).

    Developing industrial case-based reasoning applications: The inreca methodology (2nd ed.).Springer Verlag, Lecture Notes in Computer Science, 1612.

    Brueckner, S. A., & Gerth, R. (2005). Applying distributed adaptive optimization to digital car bodydevelopment. In S. A., Brueckner, G. Di Marzo Serugendo, A. Karageorgos, & R. Nagpal (Eds.),Engineering self-organizing systems: Methodologies & applications. Springer Verlag, LectureNotes in Computer Science, 3464, pp. 267279.

    Frappaolo, C. (2006). Knowledge Management (2nd ed.). Oxford: Capstone Press.Giarratano, J. C., & Riley, G. D. (2004). Expert systems: Principles and programming (4th ed.).

    Course Technology.Grimm, K. (2003). Software technology in an automotive companymajor challenges. Proceedings

    of the 25th International Conference on Software Engineering, IEEE Press (pp. 498503).Jones, L. P., deBessonet, C., & Kundu, S. (1988). ALLOY: An amalgamation of expert, linguis-tic and statistical indexing methods. Proceedings of the 11th Annual ACM SIGIR Conference

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