GEIN - IDMEC Industrial Management and Engineering Research Unit

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GEIN - IDMECIndustrial Management and
Engineering Research Unit

• Main activities in the period 2003-2008
• Unidade avaliada pela FCT como VERY GOOD em
  Dezembro 2008
• Dezembro 2008

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Unit Description (today)

• One out of the six units of the Mechanical
  Engineering Institute (IDMEC-Porto)
• Addresses the subject of Industrial Management
  and Engineering
• 6 members and 7 PhD students
• The unit is coordinated by Prof. J. Sarsfield
  Cabral
• External Scientific Council
• Professor Alan Mercer (University of Lancaster,
  U.K.),
• Professor Jaime Barceló (Universidade Politécnica
  da Catalunha, Spain)
• Professor José Pinto Paixão (Faculdade de
  Ciências da Universidade de Lisboa)

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Mission of the GEIN unit

• To produce problem driven knowledge in the
  fields of Operations Management, Operational
  Research and Information Systems, and to
  disseminate it at an international level

Dealing with areas such as Quality Management,
Simulation, Logistics, Information Systems, Data
Mining, Marketing, Service Science Engineering
and Management
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Our Vision

• To be at the cutting edge between theory and
  practice
• Our area is focused on engineering systems, which
  requires working at the intersection of
  engineering, management and social sciences

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Our Vision

• We are an engineering unit, aiming to design and
  build innovative systems that operate
  efficiently

• We believe this approach is crucial for advanced
  engineering education and benefits external
  organizations

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Unit Reorganization

• In the past
• All the Industrial Management teaching staff of
  our Department was included in the research Unit
• This inclusive perspective was seen, at the time,
  as the best way of encouraging research
  activities amongst the teaching staff

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Unit Reorganization

• The new strategy for improving RD productivity
  involved
• The identification and selection of the more
  active elements (the Unit restarted with only
  five PhD members)
• The setup of two focused research groups in the
  areas of operational research and information
  systems (notice that operations management is the
  background knowledge of the Unit members)
• The definition of clear RD productivity
  objectives
• The progressive integration of more researchers,
  according to their RD performance

The goal is, in the near future, to be a group
with a specific research line, merged in the new
broaden IDMEC Unit
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Actions Taken

• Examples
• Increased involvement with other external
  institutions (e.g., Texas State University,
  Carnegie Melon, MIT, Birkbeck, Univ. Warwick,
  LIACC, Univ. Católica, Univ. Minho, Univ. Nova,
  etc.)
• Development of the Doctoral Programme
• Regular staff seminars
• to present current research projects
• to discuss selected research topics considered of
  future interest

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Current Structure

• Information Systems Group (J. F. Cunha, J. L.
  Borges PhD students J. Moreira, C. Martins, R.
  Branco)
• Main lines
• Modelling complex systems and enhancing service
  delivery systems through technology (in
  particular, applied to e-business in the context
  of multi-channel services)
• User interaction behaviour with Web systems,
  fixed and mobile
• Information systems for supporting bus, driver or
  crew scheduling and rostering
• Trip time prediction in mass transit companies

Focus to address problems raised by end user
requirements when utilizing information systems
or when analyzing data to support decision making
in organizations
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Current Structure

• Operational Research Group (J. S.Cabral,
  A.Camanho, J. F. Sousa B. Almada-Lobo PhD
  students I. Ferreira, G. Beirão, P. Júnior, P.
  Morais)
• Main lines
• Efficient algorithms and heuristics to generate
  good quality solutions for problems (ranging from
  attribute ranking to production planning and
  scheduling)
• Performance assessment exploring the Data
  Envelopment Analysis methodology (ranging from
  assessing the performance of schools to the
  quality of life in cities)
• Decision making procedures based on Applied
  Statistics

Focus to develop problem driven models to be
manipulated, tested and implemented
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The Doctoral Programme

• The PhD Programme in Industrial Engineering and
  Management was established in 2004, and was
  adapted to the Bologna requirements in 2006
• It is coordinated by one of the unit members
• It is a central source of talented research
  students for our Unit

• Some indicators
• Thesis concluded - 9
• Research work in progress - 20
• Students currently going through the academic
  component - 4

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Research Strategy

• To select problems that require multidisciplinary
  knowledge and skills, and have a high scientific
  potential
• Essentially, such problems are raised by the need
  of improving operations performance within
  service or manufacturing organizations
• To promote teamwork between the two groups
  (Information Systems and Operational Research)
• To foster cooperation with other research units
  and with external/international organizations (e.
  g., Carnegie Melon, MIT, London Univ., Warwick
  Univ., etc.)
• To present systematically the research results in
  peer review international conferences and to
  publish them in leading journals

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Unit Achievements

• 16 papers published in peer-review international
  journals from 2003 to 2006, plus 8 in 2007 and 11
  in 2008.
• 25 papers published in proceedings of
  international conferences from 2003 to 2006,
  plus 8 in 2007 and 3 in 2008.
• Authorship of 4 textbooks chapters from 2003 to
  2006, plus 2 in 2007 and 5 in 2008.
• Editors / Authors of 5 books from 2003 to 2006,
  plus 1 in 2007 and 0 in 2008.
• Members of scientific programs of more than 20
  International Meetings
• Members of organizing committees of 3
  International Conferences
• General chair of 1 International Conference and 2
  Workshops
• Supervised 9 PhD completed thesis
• Enrolled 10 industry contract research projects
  (gt1.5 million Euros)
• Enhanced international contacts through papers
  co-authored by foreign researchers
• A patent is pending as a consequence of the
  project SMSBUS 2004
• Leading participation of the members in
  Engineering Education Heads of Integrated
  Master in Industrial Engineering and Management
  and of Master on Services Engineering and
  Management. Other members of the unit are also
  members of the scientific committees of these
  educational programs

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Publication Indicators
Includes International Journals, ISI Journals
and ISI Proceedings
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Information Systems Group
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Research Projects

• Information Systems Group
• icBench - Advanced Benchmarking Internet System
  for the Construction Industry (2005 - )
  www.icbench.net
• The general objective of the project is to
  develop a benchmarking structure and an open Web
  based system adaptable to other sectors (with
  FEUP, INEGI, AICCOPN, AdI, and funded by InCI).
  Originating the CEDI spin-off (Centro de Estudos
  de Desempenho Industrial).
• J. Falcão e Cunha
• icBench - Key Performance Indicators for the
  Portuguese Construction Industry, in Exploiting
  the Knowledge Economy, Paul Cunningham and Miriam
  Cunningham (Eds.), IOS Press, 2006, pp.
  1131-1139.
• icBench A Benchmarking Tool for Portuguese
  Construction Industry Companies, in
  International Journal for Housing Science and its
  Applications, Orktay Ural (Editor-in-chief), Vol
  31, N. 1, 2007, pp. 33-41.
• icBench a Benchmarking Tool for Portuguese
  Construction Industry Companies. XXXIV IAHS World
  Congress Sustainable Housing Design, Nápoles,
  Itália, 2006.09.20-23, pp.180.

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40 companies registered in the prototype phase
builders, suppliers and consultants. ? Platform
being extended to High-School Education
benchmarking.
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Research Projects

• Information Systems Group
• ServImprov - An Innovative Framework for
  Improving Web Services to Customers of
  Multi-Channel Service Operations a Marketing
  and Engineering Approach (2003 - )
• The general objective of the project is to
  develop methods to improve the design of
  multi-interface service systems (with Banco BPI,
  and Texas State University, funded by AdI).
  Originating the SEB Service Experience
  Blueprint, and the SSD Service System Design.
• J. Falcão e Cunha
• Improving Satisfaction with Bank Service
  Offerings Measuring the Contribution of each
  Delivery Channels, in Managing Service Quality
  Journal, Vol. 13, No. 6, 2003, p. 471-483.
• A Master Program in Services Engineering and
  Management at the University of Porto, in
  Service Science, Management and Engineering
  (SSME) Education for the 21st Century, Bill
  Hefley, Wendy Murphy (Eds.), Springer, 2008, pp.
  181-190.
• Designing multi interface service experiences
  the Service Experience Blueprint, accepted for
  publication in the Journal of Service Research.

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SEB Service Experience Blueprint for Explaining
IB Service for Gathering Current Account
Information Being used by Banco BPI and by SONAE
Distribuição (Banking and Retailing)
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Research Projects

• Information Systems Group
• RCM Network of Excellence in Mobility (2005 -
  ) http//rcm.inescporto.pt
• The general objective of the project is to
  stimulate studies and projects related to
  supporting mobility of people. The project
  involves several ICT research institutes and
  companies and transport companies (with INESC
  Porto, STCP, EFACEC, Novabase-OCTAL Mobicomp,
  Sistrade, Geonav, ELO, OPT, INEGI, Centro de
  Computação Gráfica, funded by AdI).
• Originating several projects SMSBUS, BUSMAP,
  TRANSMOV, and IMS.
• J. Falcão e Cunha, J. A. Cabral
• PATENT being proposed Method for Providing
  Reliable and Useful Real Time Information of
  Vehicles Timetables using Text Messages for
  Mobile Devices with Small Screens - The RETI
  Method Reliable Time to Travel Information
  Method.

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SMSBUS (with STCP, INEGI and OPT) - 40.000
messages a day during initial month of free usage
(4.000, after 0.20 cost). - 2005 1st prize IV
Fórum Telecom Public Services of Information. -
2006 1st prize Deloitte/Diário Económico
Electronic Services.
BUSMAP (with STCP, INEGI and OPT) - 2000 bus
stops, in Porto.
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Research Projects

• Information Systems Group
• MASCARA - Demand Responsive Transport Service for
  Increasing Social Cohesion in Urban/Rural Areas
  (2005 -2008) www.mascaraproject.com Cork City
  Council, FEUP, Universiteit Gent, Tuusulan kunta,
  Angus Transport Forum, SITA Firenze, Széchenyi
  István Egyetem (funded by INTERREG IIIC West
  Project 4W01191)
• InfoVini Enhancing the Experience with
  Portuguese Wines by providing high quality Web
  information (2004- ) www.infovini.com Vinhos do
  Porto e do Douro, INEGI (funded by POSI
  781/2.2/C/NRE).
• GESBUS A Decision Support System for Rostering
  Vehicles together and Drivers (2004-2006)STCP,
  OPT, INEGI (funded by POCTI - AdI).

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MASCARA
InfoVini
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Research Projects

• Information Systems Group
• Triana - Travel time prediction to support
  decisions in mass transit companies
  (POCI/TRA/61001/2004). (2005 - 2008 )
• The aim of the project is to improve the use of
  the resources (drivers and buses) in mass transit
  companies by predicting travel time at shorter
  horizons (STCP company).
• J. Freire de Sousa and 1 PhD student (J. Moreira)
  
• Coordinator Fundação Gomes Teixeira
• Partners Lab. de Inteligência Artificial e
  Ciências de Comp. (LIACC/UP) Instituto de
  Engenharia Mecânica (IDMEC Porto)

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Research Projects

• Information Systems Group
• Triana - results
• - Improving SVM-linear predictions using CART
  for example selection, In the 16th International
  Symposium on Methodologies for Intelligent
  Systems, Lecture Notes in Computer Science, Vol.
  4203, pp.632-641, Springer, 2006.
• - "An ensemble regression approach for bus trip
  time prediction", In the 11th meeting of the EURO
  working group on transportation, pp. 317-321,
  Bari, Italy, 2006.
• - Trip time prediction in mass transit
  companies. a machine learning approach., in 10th
  EURO Working Group in Transportation, Poznan,
  Poland, 2005, Publishing House of Poznan
  University of Technology.
• - "Ensemble approaches for regression a
  survey", submitted to Pattern Recognition in
  December 2007
• - "Ensemble learning a study on similarity
  searching in the dynamic selection framework",
  submitted to European Conference on Machine
  Learning 2008.

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Research Projects

• Information Systems Group
• site-o-matic Web Site Automation
  (POSC/EIA/58367/2004)
• (2004 - 2008 )
• The aim of the project is to develop a platform
  for automating management activities of a web
  site, the establishment of a research network
  with other Portuguese universities and the
  integration of research results in an
  experimental evaluation framework.
• J. Borges
• Coordinator Lab. de Inteligência Artificial e
  Ciências de Comp. (LIACC/UP)
• Partners Centro de Ciências e Tecnologias de
  Computação (CCTC/UM) Centro de Matemática (UBI)
  Instituto de Engenharia Mecânica (IDMEC Porto)
  Portal Executivo, Sociedade de Serviços,
  Consultoria e Gestão de Informação Sensoria
  Design, Multimédia e Comunicação

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Research Projects

• Information Systems Group
• site-o-matic Results
• "Testing the predictive power of variable history
  web usage." Journal of Soft Computing - A Fusion
  of Foundations, Methodologies and Applications,
  Volume 11, Number 8, June 2007, pages 717-727.
• "Evaluating Variable Length Markov Chain Models
  for Analysis of User Web Navigation Sessions."
  IEEE Transactions on Knowledge and Data
  Engineering, Vol 19, Issue 4, April 2007, pages
  441452.
• "Variable Length Markov Chains for Web Usage
  Mining", to appear in Encyclopedia of Data
  Warehousing and Mining - 2nd Edition
• "Scoring Metrics for Predicting Users Web
  Navigation Next Step", submitted to INFORMS
  journal of computing in December 2007
• "Mining Users' Web Navigation Patterns and
  Predicting Their Next Step", to appear in
  Security Informatics and Terrorism Patrolling
  the Web, Volume 15, May 2008

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Research Projects

• Information Systems Group
• Wine tasting panel data analysis (2007 - )
• The long term aim of the project is to study the
  effect of climate changes in the wine production
  quality of a Portuguese region. Wine tasting
  panel data will be used to provide a measure of
  the annual production quality and the impact of
  climate variables on the measure will be
  evaluated.
• J. Cabral and J. Borges
• Partner ADVID (Associação para o
  Desenvolvimento da Viticultura Duriense)

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Research Projects

• Information Systems Group
• MedQual Assessing the quality of health
  information web sites. (2008-2011) funded by
  CYTED (Programa Iberoamericano de Ciencia Y
  Tecnologia para el Desarrollo)
• The aim is to create a platform to enable the
  creation of a web site providing a hub to sites
  containing health related information. The
  platform will provide the means for users to
  assess the quality and credibility of candidate
  sites in a collaborative way.
• J.F. Cunha and J. Borges
• Coordinator Univ. Federal do Rio Grande do Sul
  (Brazil)
• Partners Univ. Nacional de la Plata
  (Argentina) Univ. Estadual de Londrina (Brazil)
  Pontifícia Univ. Católica de Chile (Chile) Univ.
  del Cauca (Colombia) Univ. Politécnica de
  Valência, Facultad de Informática (Spain)
  Univ. Politécnica de Catalunya (Spain) Faculdade
  de Engenharia da Univ. do Porto (Portugal) Univ.
  de la República, Institito de Computación
  (Uruguay) Evimed Limitada (Uruguay)

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Operational Research Group
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Research Projects

• Operational Research Group
• Lotsizing and scheduling in process industries
  (2004 - )
• The aim of the project is to address more
  realistic and practical variants of lotsizing and
  scheduling models, using different solution
  techniques exact and approximate methods. The
  breakthroughs are being integrated within the
  sponsoring organization (BAVidros).
• B.Almada-Lobo
• - "Production Planning and Scheduling in the
  glass container industry A VNS approach".
  International Journal of Production Economics,
  114, No 1, 363-375 (2008).
• - "A note on the capacitated lot-sizing and
  scheduling problem with sequence-dependent setup
  costs and setup times", Computers Operations
  Research, 35, 1374-1376 (2008).
• - Single machine multi-product capacitated
  lotsizing with sequence-dependent setups,
  International Journal of Production Research.,
  vol 45, No 20, 4873-4894 (2007)

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Research Projects
- B.Almada-Lobo, D.Klabjan, M.A.Carravilla,
J.F.Oliveira Multiple Machine Multi-Item
Continuous Setup Lotsizing with
Sequence-dependent Setups, Accepted for
publication in Computational Optimization and
Applications (2008) - B.Almada-Lobo, R.James
Metaheuristics for capacitated lotsizing with
sequence-dependent setups, International
Journal of Production Research, doi
10.1080/00207540802446787 (2008) - A.Menezes,
A.Clark, B.Almada-Lobo Capacitated Lotsizing and
Scheduling with Sequence-dependent, Period
Overlapping and Non Triangular Setups, Submitted
to Journal of Scheduling (2008)
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Research Projects

• Operational Research Group
• Hybrid solutions for operational production
  planning (2008-2009) Austrian Science Foundation
  Project J2815-N13
• The size and the complexity of this kind of
  problems forces the development of an
  approximation method, because the computation of
  an exact solution for the full problem is out of
  range assuming the available computational power
  nowadays or in near future. Therefore solution
  methods based on the combination of heuristics
  and metaheuristics and exact approaches seems
  appropriate and will be investigated.
• B.Almada-Lobo and one Visiting Researcher at FEUP
  (Christian Almeder)
• - "Lotsizing and Scheduling on Parallel Machines
  with Tooling Synchronization. Submitted to OR
  Spectrum (2008).

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Research Projects

• Operational Research Group
• Planning and Control Production Problems FAPESP
  Project 2008/04152-1
• New lotsizing and scheduling mathematical
  formulations and algorithms for several
  industries, including soft beverage and textile
  industries
• FEUP B.Almada-Lobo
• USP M.O.dos Santos, M.Arenales, F.Toledo
• USFCar S.Massago, D.Ferreira.

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Research Projects

• Operational Research Group
• CIVITAS_ELAN FP7-SST-2007-TREN-1 (2008-2011)
• The mayors of the cities of Ljubljana, Gent,
  Zagreb, Brno and Porto have agreed to a common
  mission statement To mobilise our citizens by
  developing with their support clean mobility
  solutions for vital cities, ensuring health and
  access for all. This measure will be focused on
  the implementation of an innovative technology to
  manufacture bus bodies using lightweight fibre
  reinforced composite materials that meet tough
  requirements of high static and dynamic
  performance .
• B.Almada-Lobo
• Portuguese Partners FEUP, CMP, STCP, OPT, ANTROP

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Research Projects

• Operational Research Group
• Efficient Consumer Response for small and medium
  sized companies (2003 - 2004)
• The aim of this project was to prepare SMEs
  (manufactures and retailers) for the
  implementation of ECR programmes. The maturity
  level of these companies towards collaboration
  was assessed through the development of a
  scorecard light tool. Two pilots were conducted
  to achieve a better understanding and to make
  future recommendations that can help companies to
  develop necessary skills to engage in ECR
  partnerships.
• (with ECR Portugal).
• B.Almada-Lobo
• A. Pires, B. Almada-Lobo and A. P. Guedes,
  Collaboration between small and medium sized
  manufacturers and retailers in Proceedings of
  the 17th annual NOFOMA Conference, pp. 657-671,
  Copenhagen, Denmark, June 9-10, 2005.
• A.Pires, B.Almada-Lobo and A.P.Guedes. ECR
  Scorecard Light for SMEs, Proceedings of the 10th
  ISL International Symposium on Logistics, pp.
  323-331, Lisboa, Portugal, July 3-5, 2005.

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Research Projects

• Operational Research Group
• Design for Six Sigma applied to injection moulds
  industry (2006 - )
• The general objective of the project is to
  develop and test a methodology based on the
  Design for Six Sigma approach, reinforced by
  Axiomatic Design and Multidisciplinary Design
  Optimization. The aim is to improve the
  effectiveness and efficiency of the design
  process. This methodology will be tested with the
  help of our partner, the Portuguese Association
  for the Mould Industry.
• J. Cabral and 1 PhD student (I. Ferreira,
  currently in the MIT for a 6-month studying
  period - hosted by the MIT Strategic Group of
  Engineering, led by Prof. Olivier de Weck, a
  world specialist in MDO)
• - A new conceptual framework based on the ECSI
  model to support Axiomatic Design , Virtual and
  Rapid Manufacturing Advanced Research in Virtual
  and Rapid Prototyping, eds. Taylor and Francis
  (2007)
• - Axiomatic Design Applied to Injection Moulds
  for Plastics Parts, Rapid Product Development
  (2006)

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Research Projects
DSS applied to injection moulds industry
Axiomatic Design is used to perform the zigzag
mapping between the FRs to the DPs (physical
mapping) and to convert the DPs into PVs (process
mapping)
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Research Projects

• Operational Research Group
• Strategy for the development of the Portuguese
  foundry sector
• (2002 - 2006)
• The objective of the project was to develop and
  test a benchmarking methodology and a performance
  assessment model for the Portuguese foundry
  sector. Our partner, the Portuguese Foundry
  Association, is currently using this methodology.
• J. Cabral and 1 PhD student (L. Ribeiro)
• - A Benchmarking Methodology for the
  Metalcasting Industry, Benchmarking An
  International Journal, Vol. 13, no. 1/2, pp.
  23-35 (2006)
• - Uma metodologia de Benchmarking para a
  Indústria de Fundição, proceedings of the 61º
  Congresso Anual da ABM Rio de Janeiro (2006)

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Research Projects
The project was supported by PRIME - Programa de
Incentivos à Modernização da Economia and by the
Portuguese Foundry Association (APF)
APF is currently using this methodology
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Research Projects

• Operational Research Group
• Quality Management for Urban Transportation
  Systems (2004 - )
• The aim of the project is to produce a reliable
  model for assessing service quality of the mass
  public transport operators. The model will be
  used to enhance public transport usage (STCP
  company).
• J. Cabral and 1 PhD student (G. Beirão)
• - A Market Segmentation Analysis Using
  Attitudes Towards Transport. 11th Word
  Conference on Transportation Research, Berkley
  EUA (2007)
• - Enhancing Service Quality in Public Transport
  Systems. Urban Transport XII Urban Transport
  and the Environment in the 21st Century, eds. C.
  A. Brebbia V. Dolezel, WIT Press, pp. 837-845,
  2006 (ISBN 1-84564-179-5)
• - Modelling Service Quality for Public
  Transport Contracts Assessing Users
  Perceptions. 9th Conference on Competition and
  Ownership in Land Transport, Lisbon, (2005)

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Research Projects

• Operational Research Group
• Optimisation of CUSUM and EWMA control charts
  parameters (2007 - )
• This project aims at developing specific
  methodologies of statistical process control to
  optimise the implementation of the Cumulative Sum
  (CUSUM) control chart and the Exponentially
  Weighted Moving Average (EWMA) control chart
• (with UNIDEMI - RD Unit in Mechanical and
  Industrial Engineering, U. Nova de Lisboa).
• J. Cabral

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Research Projects

• Operational Research Group
• DEAves Assessment of Portuguese Secondary
  Schools POCI/EGE/60561/2004 (2005 - 2007)
• This project assessed the performance of
  High-Schools using the Data Envelopment Analysis
  technique. The research was conducted with the
  collaboration of Portuguese Schools in order to
  identify the variables and indicators that could
  lead to a fair performance comparison of schools.
  This analysis revealed a subset of benchmark
  schools, whose best practices can be used as an
  example to be followed by the other schools.
• (with FEUP, Catholic University of Porto, and
  the collaboration of a sample of Portuguese
  Secondary Schools).
• A. Camanho
• - M.C. Portela and A.S. Camanho, Analysis of
  Complementary Methodologies for the Estimation of
  School Value-Added, submitted for publication in
  the Journal of the Operational Research Society.
• M.C. Portela and A.S. Camanho, Performance
  evaluation of Portuguese secondary schools,
  submitted for publication in Applied Economics.
• M.C. Portela, A.S. Camanho and J. Azevedo,
  Análise do valor acrescentado de escolas
  Portuguesas, Revista Portuguesa de Investigação
  Educacional, n.º5, 107-141, 2006.

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Research Projects

• Operational Research Group
• DEAvesII Internet based Benchmarking System for
  Portuguese Secondary Schools, PTDC/GES/68213/2006
  (2008 - 2009)
• The objective of this project is to develop a
  benchmarking site, available in the Internet,
  where registered schools can compare their
  performance with other schools, at a national
  level, based on selected Key Performance
  Indicators. This information is intended to
  support school self-evaluation procedures, and to
  promote the continuous improvement of schools
  performance. Some of the information collected
  will also be available to everyone interested in
  school performance.
• (with FEUP, Catholic University of Porto,
  INEGI).
• A. Camanho, 1 Master Student (J. Ribeiro) and 1
  Visiting doctoral student at FEUP (Abolfazl
  Keshvari)

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46
Research Projects

• Operational Research Group
• Performance evaluation of retailing stores (2003
  - 2006)
• The aim of this project was to analyze the
  efficiency of the stores, in order to identify
  potential performance improvements. For each
  store, it was determined the optimal area to be
  dedicated to the sales of products from each of
  the main store sections (e.g. grocery,
  perishables, light-bazaar, heavy-bazaar,
  textiles). The impact of exogenous conditions
  (e.g., competition and demographics in the
  catchment area) on the performance of retailing
  stores was also modeled. The analysis also
  explored the changes in performance over time and
  compared the performance differences that are
  attributable to the different configurations of
  the stores.
• (with FEUP and SONAE).
• A. Camanho and 1 PhD Student (C.B. Vaz)
• C.B. Vaz, A.S. Camanho e R.C. Guimarães, The
  assessment of retailing efficiency using Network
  Data Envelopment Analysis, accepted for
  publication in Annals of Operations Research.
  (Special issue on Efficiency and Productivity).
• A.S. Camanho, M.C. Portela e C.B. Vaz,
  Efficiency analysis accounting for internal and
  external non-discretionary factors, Computers
  Operations Research, Vol.36 nº 5, pp.1591-1601,
  2009
• C.B. Vaz, A.S. Camanho, Efficiency comparison
  between retailing stores using a Malmquist-type
  index, submitted for publication in the Journal
  of Retailing.

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Research Projects

• Operational Research Group
• KEYIDEA Sistema para Monitorização Permanente do
  Desempenho de Unidades de Negócio com base em KPI
  Key Performance Indicators e DEA Data
  Envelopment Analysis Aplicação à SONAE
  Distribuição
• O objectivo deste projecto consistiria no
  desenvolvimento de um sistema de apoio à decisão
  que incorporasse modelos de avaliação de
  desempenho baseados em técnicas analíticas
  avançadas, tais como Data Envelopment Analysis
  (DEA). O resultado do projecto seria uma
  plataforma informática de disponibilização de
  indicadores de desempenho. Esses indicadores
  incluiriam os Key Performance Indicators (KPI) da
  empresa bem como outros indicadores síntese de
  eficiência. A eficiência poderia ser estimada num
  nível mais genérico correspondendo a um nível
  mais global das lojas (incluindo as suas diversas
  secções) ou num nível mais específico baseado em
  informação do cartão cliente. Por exemplo
  estabelecer comparações relativas de desempenho
  das lojas para determinados segmentos de
  clientes, ou de produtos, bem como analisar a
  evolução de desempenho ao longo do tempo. Esta
  última análise permitiria avaliar o impacto das
  promoções no desempenho das lojas.
• (with FEUP and SONAE submitted in November
  2008).
• A. Camanho, J. F. Cunha and 1 PhD Student (Vera
  Migueis)

48
Research Projects

• Operational Research Group
• PRESPO Desarrollo Sostenible de las Pesquerias
  Artesanales del Arco Atlántico
• O objectivo deste projecto consiste na recolha
  de informação científica que permita melhorar a
  gestao das pescarias artesanais, tornando-as
  sustentáveis do ponto de vista biológico, social,
  económico e ambiental. Procurar-se-á também
  compreender a problemática das descargas fora de
  lota (ilegais) para tentar encontrar formas de as
  limitar. A metodologia a usar neste projecto terá
  por base o modelo DPSIR, utilizado pela European
  Environmental Agency, que liga informação
  relativa à sustentabilidade com indicadores de
  diferentes categorias (Driving forces, Pressure,
  State, Impacts and Responses).
• Parceiros Portugal FEUP e IPIMAR.
• Espanha CETMAR, AZTI, CEP, UCA, UHU, IFAPA.
• França IFREMER, AGLIA, RICEP.
• Projecto Europeu aprovado no âmbito do programa
  INTERREG (início em Jan. 2009)
• A. Camanho and 1 PhD Student (Manuela Oliveira)

49
Research Projects

• Operational Research Group
• Avaliação do desempenho das cidades na óptica da
  qualidade de vida
• O objectivo deste projecto é avaliar o
  desempenho das cidades no incremento da qualidade
  de vida dos cidadãos. Partindo dos dados do Urban
  Audit , este estudo aplica Data Envelopment
  Analysis ao perfil da cada cidade (que reúne uma
  série de dados objectivos para nove dimensões,
  que vão da economia ao lazer) para perceber de
  que forma dado input (PIB per capita) se
  reflecte na qualidade de vida, conseguindo desta
  forma uma medida de eficiência das políticas
  urbanas.
• Avalia-se ainda a relação entre o perfil de cada
  cidade e a qualidade percepcionada pelos cidadãos
  (subjectiva).
• O estudo ira também analisar a evolução ao longo
  do tempo da qualidade de vida das cidades, medida
  através de um indicador síntese a desenvolver no
  âmbito do projecto.
• A. Camanho, J.A. Cabral and 1 PhD Student (Paulo
  Morais)

50
Research Projects

• Operational Research Group
• Desenvolvimento de um sistema para avaliação e
  melhoria do desempenho das empresas da indústria
  da construção, integrando KPIs e DEA
• O objectivo deste projecto será aprofundar o
  conhecimento sobre o desempenho das empresas da
  industria da construção, tendo por base a análise
  de KPIs e a técnica de DEA. Pretende-se também
  realizar uma análise qualitativa que permita a
  caracterização das boas práticas associadas aos
  melhores desempenhos empresarias.
• O trabalho também vai incluir uma análise do
  impacto do uso de plataformas de e-commerce na
  eficiência e na evolução da produtividade ao
  longo do tempo das empresas da indústria da
  construção. Pretende-se também contribuir para o
  desenvolvimento de um Sistema de Apoio à Decisão,
  adaptado a plataformas de e-commerce, para
  selecção de empresas a (sub)contratar.
• A. Camanho and 1 PhD Student (Isabel Horta)

51
Research Projects

• Operational Research Group
• Weight Restrictions on Geography Variables in the
  DEA Benchmarking Model for Norwegian Electricity
  Distribution Companies
• The purpose of this project is to enhance the
  model used in Norway for regulating the activity
  of electricity distribution companies operating
  in different regions of the country, whose
  business model is a natural monopoly. The
  objective is to examine weight restrictions in
  the DEA model for distribution networks in
  Norway, taking as the starting point the NVE
  regulatory model with one input, total cost, and
  several outputs. In the unrestricted DEA models,
  we notice large differences in absolute and
  relative shadow prices, and for some companies,
  extreme weight on geography variables in the
  cost norms. This seems unreasonable, and one
  remedy may be to restrict prices / weights for
  individual outputs, or combinations of outputs.
• Parceiros FEUP
• NHH (Norwegian School of Economics and
  Buisiness Administration)
• NVE (Norwegian Water Resources and Energy
  Directorate, which is subordinated to the
  Ministry of Petroleum and Energy and is
  responsible for the administration of Norway's
  water and energy resources)
• A. Camanho