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Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
FUZZY LOGIC AND THE WELL-
BEING INDEX IN CHIHUAHUA,
MÉXICO
Virginia Ibarvo Urista
Instituto Tecnológico de Chihuahua
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Wellbeing as qualitative data
Ethnography is considered a type of qualitative
research.
This is a problem, when trying to understand
aspects as the wellbeing of a population they´re
qualify as "fuzzy“.
Wellbeing is something that goes beyond an
indicator, it is part of a cultural and
evolutionary process.
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
What is happiness for a population?
It is so multidimensional and complex as life
itself.
Not only money or earnings are the main
subjects.
“BEYOND GDP” is new economic theory has
suggested a wide movement.
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Robert F. Kennedy Address, University
of Kansas, Lawrence, Kansas, March
18, 1968
GDP is not enough to measure the well-
being of a people
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
How to measure the Invisible?
Amarthya Sen , Nobel Prize 1998 in
economic has created an index of human
development.
He was the initiator of a new approach to
define a multidimensional welfare.
He creates in 1980
“The capabilities approach”
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
What´s Wellbeing??
Wellbeing is made by quality of life for us, our
family, our children our parents, by quality of
work, that is equal opportunity of career,
opportunity to work in a safe place,
opportunity of work-life balance and so on.
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Background of the research
UN “Human development index
 Expectancy at birth
 Mean years of schooling
 Expected years of schooling
 Gross national income per capita
Perugia, Italy - January 21-23, 2015
Country Human development
Index
HDI ranks
México .756 71
Italy .872 26
United State .914 5
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Background of the research continue…
OECD
 Housing (conditions and spending)
 Income (household income and financial wealth)
 Jobs (Earnings, job security and unemployment)
 Community (Quality of your social support network)
 Education (Education and what get out of it)
 Environment
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Better life index OECD continue..
 Civic Engagement (Involvement in democracy)
 Health (how healthy they are)
 Life satisfaction (how happy are you)
 Safety (Murder and assault rates)
 Work-Life Balance (How much you work, how much
you play)
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Research Objective
Apply the method of Fuzzy Logic to subjective
subjects such as wellbeing, as a model for
application in various administrative problems.
 How to describe the index wellbeing of a population?
 Which are the variables that should be involved in the
development indicator?
 How to convert crisp values ​​obtained in field research,
in fuzzy values ​​that give an appropriate linguistic
result?
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
What´s Fuzzy Logic
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Definition of Fuzzy Logic
Fuzzy logic is a form of many valued logic; it
deals with reasoning that is approximate
rather than fixed and exact. Compared to
traditional binary sets (where variables may
take on True or false values), fuzzy logic
variables may have a truth values that ranges
in degree between 0 and 1. Tarski.
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Dimensions of the research
Based on OECD studies and Human Development
by UN and some country -level investigations
took five dimensions :
Housing Conditions
Health Conditions
Income
Education
Psychological perception about their quality of
life
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Methodology
A sample of 2012 surveys in 184 AGEB´S (Basic
Geo statistics Area)
Standardization of the last
results summarized by AGEBS
Describe the distribution
of the crispy data.
Use the program Math lab
to calculate the fuzzy logic
Perugia, Italy - January 21-23, 2015
Define the distribution of hard data
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Continue Methodology
Define the membership
functions.
Add input variable to fuzzy
inference system.
Specified the fuzzy rules.
Determine the output
variables.
Perform fuzzy inference
calculations.
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Perugia, Italy - January 21-23, 2015
Fuzzy System
Current
variable
Type Range Current
membership
Membership
Function
Type
Health Input 6 , 36 L, M, Hi-M, Hi Gauss 2mf
Housing Input 2 , 30 L, M, Hi-M, Hi Gauss 2mf
Income Input -10 , 44 L, M, Hi-M, Hi Gauss 2mf
Education Input 2 , 17 L, M, Hi-M, Hi Gauss 2mf
Psychologic
al
Input 50, 112 L, M, Hi-M, Hi Gauss 2mf
Wellbeing Output 105 ,162 Level, L,M, Hi-M,Hi Triangular
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
“Results”…..
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Continue “Results”…..
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Findings
The study in general, offered better results
when compared with crisp data by means of
regression analyses, the last results were more
close to the reality. This advantage is evident
when comparing the outcome in terms of
linguistic meaning by using fuzzy experts
system provides more variability in the
obtained results.
Perugia, Italy - January 21-23, 2015
Business Systems Laboratory 3rd International Symposium
ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
Grazie
Gracias
Thank you
vibarvo@gmail.com
Perugia, Italy - January 21-23, 2015

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Indices de Bienestar mediante Logica Difusa.

  • 1. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH FUZZY LOGIC AND THE WELL- BEING INDEX IN CHIHUAHUA, MÉXICO Virginia Ibarvo Urista Instituto Tecnológico de Chihuahua Perugia, Italy - January 21-23, 2015
  • 2. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Wellbeing as qualitative data Ethnography is considered a type of qualitative research. This is a problem, when trying to understand aspects as the wellbeing of a population they´re qualify as "fuzzy“. Wellbeing is something that goes beyond an indicator, it is part of a cultural and evolutionary process. Perugia, Italy - January 21-23, 2015
  • 3. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH What is happiness for a population? It is so multidimensional and complex as life itself. Not only money or earnings are the main subjects. “BEYOND GDP” is new economic theory has suggested a wide movement. Perugia, Italy - January 21-23, 2015
  • 4. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Robert F. Kennedy Address, University of Kansas, Lawrence, Kansas, March 18, 1968 GDP is not enough to measure the well- being of a people
  • 5. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH How to measure the Invisible? Amarthya Sen , Nobel Prize 1998 in economic has created an index of human development. He was the initiator of a new approach to define a multidimensional welfare. He creates in 1980 “The capabilities approach”
  • 6. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH What´s Wellbeing?? Wellbeing is made by quality of life for us, our family, our children our parents, by quality of work, that is equal opportunity of career, opportunity to work in a safe place, opportunity of work-life balance and so on. Perugia, Italy - January 21-23, 2015
  • 7. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Background of the research UN “Human development index  Expectancy at birth  Mean years of schooling  Expected years of schooling  Gross national income per capita Perugia, Italy - January 21-23, 2015 Country Human development Index HDI ranks México .756 71 Italy .872 26 United State .914 5
  • 8. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH
  • 9. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Background of the research continue… OECD  Housing (conditions and spending)  Income (household income and financial wealth)  Jobs (Earnings, job security and unemployment)  Community (Quality of your social support network)  Education (Education and what get out of it)  Environment Perugia, Italy - January 21-23, 2015
  • 10. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Better life index OECD continue..  Civic Engagement (Involvement in democracy)  Health (how healthy they are)  Life satisfaction (how happy are you)  Safety (Murder and assault rates)  Work-Life Balance (How much you work, how much you play) Perugia, Italy - January 21-23, 2015
  • 11. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Perugia, Italy - January 21-23, 2015
  • 12. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Research Objective Apply the method of Fuzzy Logic to subjective subjects such as wellbeing, as a model for application in various administrative problems.  How to describe the index wellbeing of a population?  Which are the variables that should be involved in the development indicator?  How to convert crisp values ​​obtained in field research, in fuzzy values ​​that give an appropriate linguistic result? Perugia, Italy - January 21-23, 2015
  • 13. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH What´s Fuzzy Logic Perugia, Italy - January 21-23, 2015
  • 14. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Perugia, Italy - January 21-23, 2015
  • 15. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Definition of Fuzzy Logic Fuzzy logic is a form of many valued logic; it deals with reasoning that is approximate rather than fixed and exact. Compared to traditional binary sets (where variables may take on True or false values), fuzzy logic variables may have a truth values that ranges in degree between 0 and 1. Tarski. Perugia, Italy - January 21-23, 2015
  • 16. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Dimensions of the research Based on OECD studies and Human Development by UN and some country -level investigations took five dimensions : Housing Conditions Health Conditions Income Education Psychological perception about their quality of life Perugia, Italy - January 21-23, 2015
  • 17. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Methodology A sample of 2012 surveys in 184 AGEB´S (Basic Geo statistics Area) Standardization of the last results summarized by AGEBS Describe the distribution of the crispy data. Use the program Math lab to calculate the fuzzy logic Perugia, Italy - January 21-23, 2015 Define the distribution of hard data
  • 18. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Continue Methodology Define the membership functions. Add input variable to fuzzy inference system. Specified the fuzzy rules. Determine the output variables. Perform fuzzy inference calculations. Perugia, Italy - January 21-23, 2015
  • 19. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Perugia, Italy - January 21-23, 2015 Fuzzy System Current variable Type Range Current membership Membership Function Type Health Input 6 , 36 L, M, Hi-M, Hi Gauss 2mf Housing Input 2 , 30 L, M, Hi-M, Hi Gauss 2mf Income Input -10 , 44 L, M, Hi-M, Hi Gauss 2mf Education Input 2 , 17 L, M, Hi-M, Hi Gauss 2mf Psychologic al Input 50, 112 L, M, Hi-M, Hi Gauss 2mf Wellbeing Output 105 ,162 Level, L,M, Hi-M,Hi Triangular
  • 20. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Perugia, Italy - January 21-23, 2015
  • 21. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH “Results”….. Perugia, Italy - January 21-23, 2015
  • 22. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Perugia, Italy - January 21-23, 2015
  • 23. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Continue “Results”….. Perugia, Italy - January 21-23, 2015
  • 24. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Findings The study in general, offered better results when compared with crisp data by means of regression analyses, the last results were more close to the reality. This advantage is evident when comparing the outcome in terms of linguistic meaning by using fuzzy experts system provides more variability in the obtained results. Perugia, Italy - January 21-23, 2015
  • 25. Business Systems Laboratory 3rd International Symposium ADVANCES IN BUSINESS MANAGEMENT. TOWARDS SYSTEMIC APPROACH Grazie Gracias Thank you vibarvo@gmail.com Perugia, Italy - January 21-23, 2015

Editor's Notes

  1. Because they care more subjective interpretations of numerical data, which is a problem when trying to understand how aspects qualify as "fuzzy" as the wellbeing of a population (Anthony Giddens). Census offices and other organizations around the world have collected information with extensive databases, which provide indices such as; poverty, social wellbeing and human development, among others, and always compared this parameter or number against the ideal.
  2. Wellbeing is included in the objective of the happiness. Trying to explain and ensure what´s constitutes the welfare of the people, it is so multidimensional and complex as life itself, does not allow conceptual boundaries that can explain the term well-being in all its implications. GROSS DOMESTIC PRODUCT There area a marked distance between standard measures of important socio economic variables like economic growth, inflation, unemployment, etc. and widespread perceptions
  3. Robert Kennedy said GDP does not measure the health of our children, the quality of their education, the beauty of poetry and just saying that any measures what makes life worthwhile.
  4. The Capability Approach is defined by its choice of focus upon the moral significance of individuals’ capability of achieving the kind of lives they have reason to value. A person’s capability to live a good life is defined in terms of the set of valuable ‘beings and doings’ like being in good health or having loving relationships with others to which they have real access. Here ‘poverty’ is understood as deprivation in the capability to live a good life, and ‘development’ is understood as capability expansion. First, the right that freedom to achieve well-being is of primary importance moral Second, that freedom for the welfare must be understood in terms of capacities of individuals, their real opportunities to do and be what they have reason to value.
  5. Mexico is considerate among the countries with high human development , while Italy and United State are included in the group of very high human development For country is ok, but we need to know about our cities those data don´t tell me more than economic and demographic data's.
  6. Organization for Economic Co-cooperation and Development
  7. Obviously México y behind Italy and United State in almost all the subjects we win only in one “Life Satisfaction” means Happiness , there are a large psychological explication of this social conduct. Mexico has taken a lot of political reforms to correct some aspects of the index like education, safety and unemployment attracting investment through energetic policies. Those are only some of international precedent of index of wellbeing that we take like bases to formulate our own index.
  8. such as gender equity corresponding to the health and workload on women and human resources research, to test the ability of employees within an manufacture industry or regional development subjects we take some items from the OECD index
  9. Exemple: Bottle of water, full or empty For instance; when evaluating the health of respondents, this cannot be quantified so you need to use linguistic aspects to get a better idea of ​​how the individual feels. In the psychological condition, all the people try to define their situation in words that cannot quantify their emotions, they were vaguest and imprecise.
  10. Fuzzy logic has been extended to handle the concept of partial truth, where the truth value may range between completely true and completely false.[1] Furthermore, when linguistic variables are used, these degrees may be managed by specific functions. [2] The term "fuzzy logic" was introduced with the 1965 proposal of fuzzy set theory by Lotfi A. Zadeh.[3][4] Fuzzy logic has been applied to many fields, from control theory to artificial intelligence. Fuzzy logics had, however, been studied since the 1920s, as infinite-valued logics - notably by Łukasiewicz and
  11. We take differentiating conditions that make variances between level of life As we say before is very difficult to set how is our health we try to analyze it from the economic possibilities of having good medical care and the attention that has health by himself or preventive medicine We analyze how feel at security, how many people support the person in a emergency case. If they like their work, if his education is enough for realize his work.
  12. AGEBS For its acronym in Spanish A sample of a total of 565 AGEBS
  13. Fuzzy logic is conceptually easy to understand Fuzzy logic is tolerant of imprecise data, can built on top the experience of expert Fuzzy logic is based on natural language.
  14. The function gauss 2mf is a combination of two parameters average and standard deviation The triangular curve is a function of a vector x and depends on three scalar parameters.
  15. COMPORTMENT PERFORMANCE
  16. We have 10 rules; first if all is low the results is low We obtain in this conditions about 124 points these means that we are in middle class approx. To set rules fuzzification, were necessary considered and think of the general condition as well as individual settings, according to linguistic scales
  17. In the first graphic you can see the behavior of the out put variable “Wellbeing” we have 124 The surface graphic we are considering two input variables “psychological perception and income” vs Wellbeing We also can make two dimension graphic to can explain the considerate parameters