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研究生: 林志明
Lin, Chih-Ming
論文名稱: 工作流程管理之例外事件處理機制研發
Development of Exception Handling Mechanism for Workflow Management
指導教授: 陳裕民
Chen, Yuh-Min
學位類別: 碩士
Master
系所名稱: 電機資訊學院 - 製造工程研究所
Institute of Manufacturing Engineering
論文出版年: 2005
畢業學年度: 93
語文別: 中文
論文頁數: 212
中文關鍵詞: 模糊邏輯例外事件法則例外事件工作流程屬性值相似度案例相似度
外文關鍵詞: Workflow, Exception Handling, Exception Rules, Fuzzy Logic, Attribute Value Similarity, Case Similarity
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  •   企業的運作是許多企業工作流程執行的結果,因此工作流程如能有效管理,企業的經營績效與競爭力勢必能顯著的提升。隨着工作流程複雜度與數目的驟增,工作流程問題發生的機率也跟著增加,因此如何維持工作流程運作之順暢遂成為工作流程管理的核心工作之一。而要使工作流程運作順暢,則須仰賴良好的例外事件處理機制,故本研究的目的即在發展一工作流程管理之例外事件處理機制,以利工作流程例外事件的處理。

      本研究根據工作流程的運作分析與例外事件類型,規劃出例外事件處理機制策略、技術與方法。在例外事件處理的策略上,本研究採用半自動化處理模式,提供較彈性的處理手段;在例外事件處理的技術與方法方面,則結合以規則為基(Rule- Based)及案例為基(Case -Based)兩項技術作為發展例外事件處理機制的主軸。在Rule Based的部份,藉由ECA模式(Event、Condition、Action)設計例外事件處理法則的基本結構及具有監控及預警功能之例外事件處理法則;在Case Based方面,首先透過模糊邏輯演算屬性權重值及屬性值相似度,再透過案例相似度演算找出合適的歷史案例,以提供使用者或管理者作為排除例外事件的參考。

      本研究依據所提出之例外事件處理策略及運用相關技術方法,設計出一獨立、整合式例外事件處理機制之模式與架構,進而發展一工作流程管理系統例外事件處理機制與相關演算法,最後以一案例驗證演算法的可行性與正確性。
      
      透過所提出之例外事件處理機制,本研究希望工作流程管理系統在面臨例外事件時,能確保流程的穩定與順暢,且能將過程中之處理結果回饋給系統,並將之以系統化與結構化的方式加以儲存,藉此累積流程知識與經驗,進而強化企業競爭力及降低成本,以提升企業營運績效。

     Enterprise performs many complex and inter-related business workflows to satisfy customers’ requirements and meet market changes. Proper workflow management can improve the business performance and competitiveness of the enterprise. However, the problems of workflow occur as the complexity and number of workflow increase. The smoothness and stability of workflow operation are therefore one of the main objectives of workflow management, and that highly depends on a well developed exception handling mechanism.

     The objective of this research is to develop an exception handling mechanism for workflow management. Based on workflow operation analysis and exception classification, this research first proposes an exception handling strategy, method and technology using an semi-automatic exception handling strategy. The strategy provides a more flexible mode for exception handling. A rule based solving method and a case based solving method are then developed for exception handling. In the case of rule based solving method, an exception rule pattern is designed based on ECA syntax structure. In the case of case based solving, fuzzy logic is employed to calculate attribute-value-similarities, and the similarities of cases are then computed based on all of the attribute-value-similarities to find out a suitable historical case(s) for reference.

     This paper also presents an integrateable exception handling architecture for workflow management. Based on this architecture, an exception handling algorithm for workflow management is developed with the results of the handling process so as to accumulate tacit knowledge and experience. The results of this research well help improve the performance of business workflow and thus enhance enterprise competitiveness.

    摘要………………………………………………………………………………………I Abstract…………………………………………………………………………………II 誌謝………………………………………………………………………………………III 目錄………………………………………………………………………………………IV 表目錄……………………………………………………………………………………VIII 圖目錄……………………………………………………………………………………IX 第一章、緒論……………………………………………………………………………1 1.1背景………………………………………………………………………………1 1.2動機………………………………………………………………………………2 1.3研究目的…………………………………………………………………………3 1.4問題分析…………………………………………………………………………3 1.5主要研究項目……………………………………………………………………3 1.6研究步驟與方法…………………………………………………………………4 1.7論文架構…………………………………………………………………………6 第二章、文獻探討………………………………………………………………………8 2.1工作流程管理……………………………………………………………………8 2.1.1 工作流程之定義…………………………………………………………8 2.1.2 工作流程管理系統………………………………………………………8 2.1.3 可處理例外事件的工作流程系統架構…………………………………9 2.2工作流程例外事件………………………………………………………………10 2.2.1 工作流程例外事件之定義………………………………………………10 2.2.2 工作流程例外事件處理之策略…………………………………………10 2.2.3 工作流程例外事件之類型………………………………………………12 2.2.4 知識為基的例外事件處理技術…………………………………………13 2.3案例式推論………………………………………………………………………14 2.3.1 案例式推論的定義………………………………………………………14 2.3.2 案例式推論之理論架構…………………………………………………14 2.3.3 案例式推論之知識擷取…………………………………………………16 2.3.4 案例式推論的優缺點……………………………………………………17 2.3.5 案例式推論的應用………………………………………………………18 2.4模糊理論…………………………………………………………………………20 2.4.1 模糊理論的基本概念……………………………………………………21 2.4.2 模糊集合 (Fuzzy Set)…………………………………………………22 2.4.3 模糊數(Fuzzy Number)…………………………………………………22 2.4.4 語意變數(Linguistic variables)……………………………………24 2.4.5 解模糊化 (Defuzzification)…………………………………………25 第三章、需求分析與架構設計…………………………………………………………27 3.1需求分析…………………………………………………………………………27 3.1.1 工作流程分析……………………………………………………………27 3.1.2 工作流程例外事件分類…………………………………………………32 3.1.3 例外事件處理策略………………………………………………………35 3.2架構設計…………………………………………………………………………36 3.2.1 模式設計…………………………………………………………………36 3.2.2 功能分析…………………………………………………………………39 3.2.3 機制架構設計……………………………………………………………40 第四章、演算法設計……………………………………………………………………45 4.1例外事件處理機制內部資料設計………………………………………………45 4.1.1 監控機制訊息之內容資料設計…………………………………………45 4.1.2 工作流程資料設計………………………………………………………45 4.1.3 例外事件案例資料設計…………………………………………………49 4.1.4 例外事件類型資料設計…………………………………………………51 4.1.5 資源註冊資料設計………………………………………………………51 4.2演算法架構設計…………………………………………………………………52 4.3演算法細部設計…………………………………………………………………55 4.3.1 資料收集與彙整…………………………………………………………55 4.3.2 法則庫解決法……………………………………………………………56 4.3.3 案例式解決法……………………………………………………………60 4.3.4 啟用規劃機制法…………………………………………………………81 4.3.5 顯示結果…………………………………………………………………83 4.3.6 例外事件處理演算法……………………………………………………84 第五章、機制驗證與實作………………………………………………………………86 5.1個案驗證…………………………………………………………………………86 5.1.1 個案流程說明……………………………………………………………86 5.1.2 例外事件處理機制流程…………………………………………………89 5.2機制實作…………………………………………………………………………101 5.2.1 實作環境介紹……………………………………………………………101 5.2.2 資料庫建置………………………………………………………………101 5.2.3 機制畫面…………………………………………………………………103 第六章、結論與未來研究方向…………………………………………………………111 6.1結論………………………………………………………………………………111 6.2未來研究方向……………………………………………………………………113 參考文獻…………………………………………………………………………………114 附錄A︰DCF Algorithm…………………………………………………………………119 附錄B︰RBS Algorithm…………………………………………………………………121 附錄C︰CBS Algorithm…………………………………………………………………123 附錄D︰IPM Algorithm…………………………………………………………………136 附錄E︰DR Algorithm …………………………………………………………………139 附錄F︰EH Algorithm …………………………………………………………………141 附錄G︰範例公司接單流程之Workflow Header Table………………………………143 附錄H︰範例公司接單流程之Task Table ……………………………………………144 附錄I︰例外事件一發生時之監控內容 ………………………………………………152 附錄J︰例外事件一發生時之案例內容 ………………………………………………153 附錄K︰解決例外事件一後之案例內容 ………………………………………………154 附錄L︰例外事件二發生時之監控內容 ………………………………………………155 附錄M︰例外事件二發生時之案例內容 ………………………………………………156 附錄N︰案例庫內容示意表 ……………………………………………………………157 附錄O︰新例外事件案例索引與歷史例外事件案例索引 ……………………………158 附錄P︰歷史例外事件案例索引值集合 ………………………………………………159 附錄Q︰初步過濾後之歷史例外事件案例集合 ………………………………………160 附錄R︰案例相似度運算過程 …………………………………………………………172 附錄S︰解決例外事件二後之案例內容 ………………………………………………208 附錄T︰例外事件三發生時之監控內容 ………………………………………………209 附錄U︰例外事件三發生時之案例內容 ………………………………………………210 附錄V︰解決例外事件三後之案例內容 ………………………………………………211

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