Operations research

What’s new?

In the 12 June issue of Defence Connect reports the former chief of the Royal Australian Navy, Tim Barrett, is quoted as saying that the regeneration of the Australian fleet over the next decade “is an ideal opportunity for Australia to make significant changes to structure and strategy – not just in terms of the fleet itself, that is, but how deployments are analysed. To that end, he calls for a `thinking navy’, arguing the OR [Operations Research] is a crucial piece of this puzzle.”

What does it mean?

Operations research is, of course, research on operations. INFORMS (the Institute for Operations Research and the Management Sciences) states “Operations research (O.R.) is defined as the scientific process of transforming data into insights to making better decisions.” INFORMS pairs OR with Analytics, adding, “Analytics is the application of scientific & mathematical methods to the study & analysis of problems involving complex systems.”

Operations research began with military applications.  The above picture shows my copy of the first textbook on OR, Methods of Operations Research, by Philip M. Morse (my academic grandfather, that is, he was the PhD advisor of my PhD advisor) and George E. Kimball (1950, MIT Press and John Wiley & Sons). The two authors were members of the Operations Research Group of the U.S. Navy and the first version of the book was published as a classified document just after World War II.

The first sentence of the book defines OR: “Operations research is a scientific method of providing executive departments with a quantitative basis for decisions regarding the operations under their control.” Morse was a professor of physics and Kimball of chemistry, so they were familiar with the scientific method; they and others contributed to the war effort by applying the scientific method to improve operations. Presciently, they remarked “experience since the war has shown [that] the techniques and approach of operations research can be of help in arriving at executive decisions concerning operations in any field, industrial and governmental as well as military.” Indeed, many parts of engineering started with military engineering and only later became civil engineering, as seen in the legacy of that term.

This book is a nice introduction to OR. On page 3, the authors give their first simple example still often cited by OR researchers and practitioners:

The first example, simple to the point of triviality, involves the line-up of soldiers washing their mess kits after eating at a field mess station. An operations research worker during his first day of assignment to a new field command noticed that there was considerable delay caused by the soldiers having to wait in line to wash and rinse their mess kits after eating. There were four tubs, two for washing and two for rinsing. The operations research worker noticed that on the average it took three times as long for the soldier to wash his kit as it did for him to rinse it. He suggested that, instead of there being two tubs for washing and two for rinsing, there should be three tubs for washing and one for rinsing. This change was made, and the line of waiting soldiers did not merely diminish in size; on most days no waiting line every formed.

They point out several features of this story. “[T]he solution, when seen, was absurdly simple …” The improvement required no additional equipment. The solution was conveyed to someone who could make the needed change – and did. Finally, the waiting was reduce to almost zero when the flow should have increased by 50 percent; waiting lines have the property that “the longer they get, the longer they tend to get,” a “self-aggravating property” present in many system. This story and the analysis still make me smile, almost 50 years after I first read them.

They describe other examples of OR that require more analysis and more technical background, including optimizing the depth setting of antisubmarine depth charges to improve the sinking of U-boats and setting the size of convoys to reduce average ship losses. They discuss the problem of finding the problem, sensitivity analysis, and more.

Since that book, OR has expanded greatly. INFORMS lists, among others, the following techniques and subfields: algorithms, databases, decision analysis, dynamic program/optimal control, facilities planning, forecasting, game theory, inventory management / production planning, optimization / mathematical programming, probability and stochastic models, quality and reliability, queueing models, scheduling, search and surveillance, simulation, systems thinking, time series methods, and utility and value theory. These techniques of OR have wide application.

Linear programming, a technique for optimization, involves choosing values for specified decision quantities to maximize or minimize a function of those quantities; the chosen values must also satisfy certain constraints (equations or inequalities).  All functions in the mathematical formulation are linear in form concerning the decision variables.

For example, in 1945 George Stigler described the diet problem in which the amounts of foods in a diet are chosen to minimize the cost of the diet while meeting the minimum daily requirements of different nutrients. When I was a faculty member at Ohio State in the 1980s I worked with some agricultural engineering faculty; Ohio State produced a program to help dairy farmers optimize the feed for cattle using the linear programming formulation of the diet problem. In 2012, Ohio State professor Dr Luis Morales published a paper updating the diet problem for cattle to include consideration of methane emissions from cattle.

OR problems are often formulated in mathematics and the solution methods are often sophisticated. George Dantzig, later a professor of operations research at Stanford, formulated the military planning problems he worked on during the war as a linear programming model. He eventually developed a method for the solution of such problems, called the simplex method.

The linear programming model and the simplex method are just one example of an OR problem and associated solution method with wide applicability. Successful application of linear programming models (and generalizations) include assigning jobs to machines, scheduling of crews for airlines, routing products from production facilities to warehouses to retail locations, selecting the highest value way to cut a log into lumber, scheduling jobs through a production process, minimizing the distance travelled to deliver meals in a Meals-on-Wheels program, and so forth. The use of linear programming is often taught in business programs, especially MBA programs.

Other methods of OR incorporate uncertainty by modeling using the mathematics of probability. All OR methods require data about the real world system. The Defence Connect article I started this article with quotes the Head of US Naval Air Forces Vice Admiral DeWolfe Miller as saying “I love data,” one of my favorite sayings.

What does it mean for you?

This week I attended the online national conference of the American Society for Engineering Education (ASEE), the international organization where engineering faculty present research, discuss, and learn how to improve engineering education. A nice paper presented there (“Creating a Community of Practice for Operations Research by Co-creating a High Impact Executive Education Program in India,” by Venugopalan Kovaichelvan and Patrick A Brunese,) described a program at a company in India, in which senior managers from the Indian company worked with faculty from a US university to create three modules delivered to students over a 10 month period using online, on site, synchronous and asynchronous modes of delivery, combining learning with immediate application to supply chain problems. The topics focused on sensing and framing problems, developing a model for study, selecting appropriate modeling methods and data, applying the methods, interpreting results, implementing and validating the solution, and developing a comprehensive framework for decision support. Students worked on projects they identified (for example, reorganizing a distribution network for a particular product) and their work was rigorously assessed. Graduates are supported in a community of practice and 32 senior managers are now qualified as advanced OR practitioners. Savings from the 14 initial projects provided “one-time monetary benefits equivalent to the investment for the entire development and delivery of the advanced OR program.”

The first delivery of the program was done by US faculty and the second iteration is being delivered by participants from the first program. A social learning program is supporting the 60 members of the community of practice.

I started this article with a quote from Tim Barrett former chief of the Royal Australian Navy, including his call for a “thinking navy.” Seventy years ago, in the final chapter of Methods of Operations Research, Morse and Kimball wrote:

“Referring again to the first sentence of Chapter 1 [the definition of operations research], we may emphasize at this point that operations research is not a pure research activity separated from all else; it is an integral part of an operating organization. It is a part of the thinking process of the operating organization, so to speak, the summing up of the facts bearing on the problem before a decision is made. Separate existence, by itself, would be as anomalous as the separate existence of the front lobe of a brain without the rest of the brain and body.” [emphasis added]

Thinking doesn’t just occur with OR methods, but the habits of OR certainly do promote thinking – logical thinking based on data. Is your organization a thinking organization? How do you promote the rigorous identification and solution of problems? OR may be a part of the strategy you use to answer those questions.

Where can you learn more?

The papers from the 2020 conference of the American Society for Engineering Education will soon be available here.

INFORMS has excellent information about Operations Research.

The Library of Congress listing for Methods of Operations Research is here.

It’s all just a simulation


A double pendulum simulation made with Python
Source: https://commons.wikimedia.org/wiki/File:Double_pendulum_simulation_python.gif

What’s new?

In 2006, the British magazine New Scientist published an article by philosopher Nick Bostrom titled “Is Reality a Simulation?” in which he repeated an argument he first made in 2003: that we may all be living in a computer simulation. The article continues to reverberate and create discussion so New Scientist republished the 2006 article in its June 6-12, 2020, issue and included it in its new Essential Guide: The Nature of Reality.

What does it mean?

A simulation is a model of a real object. A computer simulation is a model implemented in computer code. Examples of simulations include computer games (such as Sim City), training exercises (such as disaster planning exercises), and some engineering tools (such as Solidworks),

A model or simulation is useful for performing experiments that would be costly, time consuming, and disruptive if performed on the real world system. In my field, industrial engineering, discrete event simulations are used to model the flow of products through production facilities, enabling the performance of experiments to determine, for example, the increase in product flow with the addition of a new machine or more staff (the phrase “discrete event” means the program steps through time simulating each event as it occurs). Many simulations incorporate random factors, so the simulation is run many times to estimate the probabilities of the various outcomes of the simulation (these are called “Monte Carlo simulations”, after the famed casino).

Bostrom’s argument is sophisticated, but put simply he argues (1) that it is likely that somewhere in the universe civilizations have developed technologically beyond our current state to the point where they can create sophisticated simulations including simulated minds that are conscious, (2) that such civilizations would be interested in creating simulations of their ancestors’ lives, and thus, (3) given the vast size and time scale of the universe, such simulations must have been created many times. Thus, Bostrom concludes, we are more likely to be living in a simulation than to be living in reality.

What does it mean for you?

I remember my college philosophy professor (many, many decades ago) telling my Introduction to Philosophy class that we might be the subject of an immersion experiment in which everything we experienced was simply the result of the artificially created world we lived in. He then posed the question: how would we know if we were in an experiment or the real world? I don’t remember the conclusion, or even any of the discussion, but obviously the question stayed with me. Over the years I have decided that, if the world is a simulation, it’s a very well done one and it’s all I have, so I might as well get on with “life.” I basically say to myself: I’m an engineer; let’s get on to practical topics.

Because simulations are practical, their use is growing. Using massive amounts of data to simulate the physical processes expressed in partial differential equations, numerical simulation is widely used to create weather forecasts that give probabilities over a range of possible outcomes. Simulations of the stock market are used to assess the viability of an investor’s portfolio. Simulation can be used to predict the spread of a disease in a population.

Simulation is widespread in gaming. I played an early game called Rogue (loosely based on Dungeons & Dragons), with treasure, monsters, and magic items, including the demonically named Boon of Genocide (the recipient can wipe out all of one kind of monster for the remainder of the game). Games are often at the forefront of the development of computer technology and these games have contributed to the development of simulations for learning and for decision making.

Simulations allow the user to perform experiments on the simulation, and more generally, simulation is a learning environment. Through repeated use of the simulation, the user may be able to develop intuition that normally would take a human many years to acquire. However, the intuition acquired is intuition about the results from the simulation, which, whether the user realizes it or not, may not always match the results from the real world. Daniel P. Huffman recently reminded us that in the game SimCity, crime is “treated very much as a natural consequence of population growth” and the solution is easy: pay for a police station and “all residents are happier and everything gets better.” Current events show that you can learn the wrong lessons from a simulation. The use of simulation in policy is especially fraught with this risk. From Industrial Dynamicsthrough Urban Dynamics and World Dynamics to Limits to Growth, policy makers have to be careful of built in assumptions of simulations, sometimes described as Malthus in, Malthus out or Malthus with a computer.

I tell my students that engineers use many models, but that we always must remember, “It’s only a model,” (said with a shrug of one’s shoulders). Of course a model cannot represent all aspects of the real world and sometimes a model will be wrong.

The opposite can also occur, in which the simulation is assumed to be wrong because the user rejects its actually accurate findings concerning the real world. I wrote a simulation many years ago to predict the pension costs for a company; I spent at least a week trying to find an error because the model predicted a seemingly high number of deaths among the employees. My boss and I both agreed there had to be an error. I finally called Human Resources and asked how many employees died last year; the number was close to what my model predicted. Our intuition about the real world was wrong and the simulation was right.

Simulation takes many forms. I use an online simulation of a Quincunx (or Plinko machine) to demonstrate the central limit theorem to engineering students. The animation of a simulation is always eye-catching and can give the user intuition about the system, but the important conclusions from a simulation usually come from analysis of the numbers generated by the simulation. Solidworks, a solid modeling package, can simulate the assembly of parts and can predict the stresses that parts will experience. A crop simulator simulates the growing of crops, enabling the user to test different crop management practices as climate changes. Simulation of the transportation system of a company can help with fleet management and logistics. Simulation plays an important role in Computer-Aided Drug Design.

Engineers use computer simulations as well as physical simulations such as a crash-test dummy, a shake table to test the effects of earthquakes on a building design, and the San Francisco Bay Model, used to study tidal flows. Physical simulations are also used in training, for example, in health care, aviation, and fire-fighting

The growth in computing power, the increasing use of sensors, and improvements in computer graphics have made simulations even more useful and seductive.  A digital twin is a simulation of a particular object, usually updated frequently with data from sensors on the actual object. A digital twin of an object can be used in a simulation of a larger system, interacting with other digital twins to allow experimentation and prediction. More generally, agent based simulation involves writing computer code to describe the behavior of the components of a system and then letting them interact in the larger system; these researchers used the method to plan responses to a zombie invasion of Chicago.  Virtual reality is an immersive simulated experience (my philosophy professor’s hypothetical “is it real?” situation).

The range of current and potential applications of simulation is staggering. No matter what your organization does, a simulation may exist already, although it will need to be adapted to your particular situation. Many simulation packages or general purpose simulation languages are available in free versions and some are open-source; you can even try out a simple simulation in a spreadsheet. Ask yourself what experiments you would like to perform on your organization; a simulation may be the way for you to do those experiments and deepen your understanding and intuition.

As simulations continue to improve, their use will spread. Perhaps some day soon we will be able to create simulations with conscious minds. Or maybe our descendants have already.

Where can you learn more?

Lists of simulation software are available at Wikipedia, Capterra, and SourceForge.

General purpose simulation companies often have case studies that may spark your thinking: see AnyLogic, Arena, and Simio, as examples.

While historical in focus and academic in style, this special issue of a journal from Springer-Verlag gives an overview of simulation.

Pueblo Makes meeting 16 June 2020

On 16 June, about 28 makers and supporters met via Zoom for the monthly meeting of Pueblo Makes, with three agenda items: commenting on the proposed zoning change in Pueblo to allow small-scale production, hearing from makers who use fabric, and and giving updates.

Alan Lamberg and Beritt Odom, senior planners with the Pueblo City Planning & Community Development Department, presented information on a possible zoning change. The proposal would allow small-scale production facilities in the Central Business (B-4), Historic Business (H-B), and Commercial Charter Neighborhood (CCN) Zone Districts as long as the facility meets certain conditions (including the containment of noise, odor, etc.; public interaction; mitigation of the impact of truck traffic; and certain restrictions on the façade). Please provide comments before July 24, 2020. See https://www.pueblo.us/2601 for more information and https://opendata-puebloco.hub.arcgis.com/app/cebc60d8bb04428a91cf10e8c7f303f4 for the zoning map.

We discussed the potential of this change for small-scale urban gardening, the effect of the change on established businesses, the types of public interaction, the change as a way to occupy vacant buildings in the B-4 areas, the interaction of production with other parts of a business (e.g. instruction), interaction with historic preservation, interaction with the Superfund sites (the areas do overlap), and zoning for makerspaces.

We then heard from makers who make with fabric. Holly Vigil is President of the Pride City Quilt Guild, founded in 1985; see https://pridecityquilters.org/. She talked about the history of quilt guilds, which exist to teach quilting. The Pride City Quilt Guild members quilt for various groups, participate in the State Fair, and meet monthly with speakers who teach techniques. An example of her quilt art was hanging on the wall behind her:

LaDoris Burton has owned Designs by LaDoris, Pueblo West, for about three years; see https://www.facebook.com/designsbyladoris/.  She started with alterations, and is busiest with weddings and proms. She has been making face masks instead recently and is working on tapestry totes and an apparel line. She showed us her 4th of July face masks and some bags. She will be working with PDI in their new Project Inspire (see below for that announcement), including teaching classes there. She moved here from Buffalo to join her son and his family and she praised the Pueblo community for being so welcoming.

Kelly Mattson, owner of Kelly J’s Sewing Center and Quilt Shop in Colorado City, https://www.kellyjssewingcenter.com/ since 2018, moved here from Duluth, where she had a shop. She described the incredibly warm welcome she has gotten here. She teaches classes (she is exploring doing some on Zoom). She specializes in quilt-shop-only fabric, that is, fabric not available in stores like Joann’s or Hobby Lobby. She is involved in the Scrappy Ladies Quilt Guild and showed us their raffle quilt. She designs patterns, is a Bernina dealer, and services all makes of machines.

Taylor Blanchard owns Journeyman’s Upholstery located in TickTock; see https://www.facebook.com/Journeymans-Upholstery-168546867414064/. Taylor showed us a recent acquisition, a 1941 Singer sewing machine, “easily the best machine I have every worked on.” He is doing work for the barber shops, restaurants, and bars, as well as for residential customers, especially recovering antiques. He discussed working with vinyl fabrics and showed us some tufting he did recently. He also has plans to add a wood shop and do furniture building as well. He can incorporate 3D printing and laser engraving, such as engraved vinyl. Emily, owner of TickTock recommended Taylor as a teacher. Taylor offered wholesale prices for fabrics he is able to purchase through recent contracts he has arranged.

In updates, Master Gardener Deric talked about his videos on making masa and tortillas. See

Part 1 – https://www.facebook.com/PuebloArts/videos/3163142193706896/

Part 2 – https://www.facebook.com/PuebloArts/videos/658047994925597/

He also described edible landscape installations in Central Plaza and Sister City Plaza. All Pueblo Grows meets via Zoom the last Saturday of each month at 9:30am. On June 27 they will focus on  fall gardening, which is possible in Pueblo. He got a grant for $700 from the Pueblo Food Project to have Russ Dewey, from the Pueblo Woodturners, make 10 more seed library boxes. He asked for people who would have a box on their property, as well as for organic and heirloom seeds.

Susan announced a grand opening for the Project Inspire Cooperative on July 24, 6-9 pm, 2828 Granada Blvd, with food trucks, music, and lots of fun. They are still looking for artisans. See www.projectinspire.community.

Joette described changes at Bistoro Restaurant (109 Central Plaza), which will include a grocery section with fresh produce and hot-and-ready meals, and a supper club. They will be doing events and productions.

Sharon announced that the library will be open soon for computer appointments, with 12 computers at 45 minute increments, from noon to 6 pm at the main location and other arrangements at the locations in the County.

Kelly announced that grant applications are being written on urban gardening and the Pueblo Food Project so we may be able to offer hands on education around horticulture and food.

Jane said she plan to continue having Pueblo Makes meetings focus on a particular type of making, such as metal arts, car customizing, and making with words.

The recording of this meeting will be available for one month at: https://us02web.zoom.us/rec/share/xO9EcYHr9E1IHtLEtX_hS5A9PJXpX6a82iQeq6YNmk4xJ7hlkHhFiNaTuAqq82kN  with Access Password: 8g@#3+w*

The next meeting is Tuesday, 3:30-5 pm, July 21. Email janemfraserphd@gmail.com to be added to the email list to receive a Zoom invitation.

Answer: What is artificial intelligence?

File:Watson Jeopardy.jpg
Source: https://en.wikipedia.org/wiki/Watson_(computer)

What’s new?

The computer program called Watson has been largely a failure in IBM’s plan to have it provide personalized advice to doctors treating patients with cancer.

What does it mean?

In 2011 the computer program Watson crushed the greatest human stars of the TV quiz show Jeopardy. Full disclosure: I am a big fan of Jeopardy. For those not in the know, the show involves three contestants who push a buzzer after a clue is read by the host; the first to buzz in must give the answer in the form of a question. Topics cover a wide range of history, science, art, literature, and popular culture, often including word play such as puns.

The Jeopardy rules were bent for Watson, with the episode being taped at the IBM Research Center, not at the usual TV studio. Certain categories of questions were omitted: audiovisual clues and clues that require explanation of how to interpret the clue. Also, the clues were transmitted to the computer in text, not orally. Speech recognition is still a tricky task for computers and this concession can be viewed as giving the computer a large advantage. Watson, like its human competitors, was not allowed to access the Internet during play.

Jeopardy players report that buzzer skills count at least as much as knowledge. Often all three players will know the correct reply, and the player who can buzz in quickly, perhaps anticipating the host’s cadence in reading the clue, will win the money. Human players are notified that they can buzz in by the appearance of a light, but Watson was notified by an electronic signal, again perhaps giving advantage to the machine. Watson was required to press a buzzer as the humans did, but Watson could, when highly confident “hit the buzzer in as little as 10 milliseconds, making it very hard for humans to beat,” as reported by the New York Times. The questions used in the match were not at high level for Jeopardy meaning that buzzer skills probably weighed heavily in the result.

About 20 researchers took three years to develop Watson. The components of Watson were designed for the specific Jeopardy task. The team identified types of Jeopardy questions and determined the language that would indicate the type of question (e.g. Factoid). Its knowledge base, compiled from Wikipedia, encyclopedias, and some databases of specific information was structured in various ways to aid quick retrieval. Wikipedia was prioritized as a source because analysis had shown that about 95% of Jeopardy answers are in the titles of Wikipedia pages. Watson had different components working in parallel to generate candidate answers which were then evaluated for confidence. The developers used the work of others (including some open-source programs) to develop these components. Other components decided whether to buzz in, which square to pick next, and the amount of wager to place on a Daily Double or in Final Jeopardy.

At the time of its Jeopardy win, Watson was touted by IBM as holding promise in more serious applications. The Guardian, for example, reported “IBM plans to use Watson’s linguistic and analytical abilities to develop products in areas such as medical diagnosis.” And the New York Times reported

“For I.B.M., the future will happen very quickly, company executives said. On Thursday it plans to announce that it will collaborate with Columbia University and the University of Maryland to create a physician’s assistant service that will allow doctors to query a cybernetic assistant. The company also plans to work with Nuance Communications Inc. to add voice recognition to the physician’s assistant, possibly making the service available in as little as 18 months.”

What does it mean for you?

Answering questions posed in natural language is a hard task for computers and the IBM researchers should be congratulated for their achievement. But AI has history of hype and many are skeptical of IBM’s purpose in creating Watson. Some argue that IBM, not doing well in its core business, used Watson as a marketing tool, not as serious science. IBM has a history of doing publicity catching projects, which it calls Grand Challenges, such as the chess machine that beat Garry Kasparov in chess in 1997. As an academic, I looked for, and could not find, a statement of the contribution to the advancement of the theory of Artificial Intelligence (AI) by the creation of Watson. IBM, of course, argued that their purpose was to advance application, especially in medicine, but the results have been disappointing.

Some of the information needed to decide on a medical diagnosis, such as lab results and measurements of vital signs, is easily used by a computer program, but much of the information is in unstructured notes from doctors. Watson has, some think, the potential to help with such problems, but has not been successful. An April 2019 article in IEEE Spectrum says that there have been no peer reviewed papers of consequence showing a contribution to medical care by Watson. The article also describes that IBM efforts to help with advice in oncology were stymied by Watson’s inability to extract the important information relevant to treatment from the vast array of literature.

Watson has been more widely used outside the US, but again perhaps based on marketing wins. “Many of these hospitals proudly use the IBM Watson brand in their marketing, telling patients that they’ll be getting AI-powered cancer care.”  Actual results from those hospitals don’t seem to support  a claim that the program offers a high level of care.

During the Jeopardy match, Watson failed in some laughable ways. For example, after an incorrect human response of “What are the ‘20s?” Watson buzzed in and offered “What is the 1920s?” The failure came from the fact that Watson was not programmed to listen to the previous answers. Again, computer programs are marvelous at the task they are programmed to do – and only at that task. But more puzzlingly Watson answered “What is Toronto?” in a Final Jeopardy category of U.S. Cities.

Some AI researchers will argue that progress is being made, and patience is required before these approaches demonstrate value. But climbing a tree is not the first step in sending a human to the moon. Does the ability of computer systems to perform on a quiz show mean that such programs are on the way to truly intelligent behavior? Perhaps the answer does not matter. In any useful application of advanced computing, the program is tailored to a specific task and only needs to be good at that task. A program that optimizes the routing of jobs in a factory doesn’t need to know how to tie its own shoes.

Before Watson competed on Jeopardy, IBM and the Jeopardy show had long negotiations leading to a version of Jeopardy tailored to Watson in many ways. AI may be able to eventually contribute to medical care, but only after the medical environment is changed to be more conducive to computer approaches. Electronic records are a step toward making a patient’s record more accessible for a computer, but a doctor’s notes, even while no longer hand-written, can still be ambiguous or confusing. Context matters and computers are very bad at understanding context. Just as many believe that self driving cars will only succeed in a carefully controlled driving environment, perhaps with no human driven vehicles on the same roads, the medical data collection system may need considerable change to become Watson friendly.

I think that the term “artificial intelligence” distracts us from the progress being made in using computers to aid human endeavor. Philosophers and engineers have spent decades arguing over whether computers exhibit intelligence. With every AI achievement, the goal posts are moved. Human experts have all fallen to computer programs in checkers, chess, and Go. With the win on Jeopardy, the cry becomes “When Watson wins “Dancing With The Stars” or even “The Amazing Race,” I’ll be impressed.”

The important fact is that computers can reliably deliver amazing results for a narrowly defined task. However, the results are only as good as the programmer’s foresight in anticipating all the situations that may arise even in that narrowly defined task. When programs fail, they can do so in ways that baffle the humans. Artificial stupidity seems amply demonstrated.

Where can you learn more?

“Jeopardy! as a Modern Turing Test: Did Watson Really Win?” explains the AI approaches used in creating Watson. The IBM Watson Research Team described the technical aspects of Watson in the 2010 Fall issue of AI Magazine.

My discussion of the failures in using Watson in medical care relies heavily on an April 2019 article from an IEEE Spectrum.

The strongest arguments against the current methods of artificial intelligence come from philosopher John Searle in the Chinese room thought experiment and from the Dreyfus brothers, the late Berkeley philosophy professor Hubert and Berkeley engineering professor Stuart (full disclosure, I studied with Stuart Dreyfus for my PhD in industrial engineering) in their various books, including Mind over Matter.

Is there a standard for that?


Harris & Ewing, photographer. Tire testing, Bureau of Standards. The Library of Congress.

What’s new?

The US National Institute of Standards and Technology (NIST) published a paper comparing the ability of five photon detectors to produce a measurable outcome when hit by a photon, that is, a quantum of light.  

Minnesota recently became the first state to adopt IEEE 1547-2018, a standard from the Institute of Electrical and Electronics Engineers that describes criteria for the interconnection of electrical power systems and distributed energy resources.

Harold O’Connor, a goldsmith from Salida, Colorado, is the author of The Jeweler’s Bench Reference.

What does it mean?

Improved photon detection is important in the development of lower dose imaging of human tissues and in quantum cryptography to improve the security of data networks. The ability to accurately count photons may eventually form the basis for a new standard for measuring optical power.

The future of the electrical grid will involve energy generation and storage in many locations and from many sources, including renewable energy such as wind and solar; the safe, reliable, and efficient management of such a grid requires standards for the electrical interconnection of these many sources.

O’Connor’s book is a standard reference for jewelers because it includes clear descriptions of jewelry methods.

What does it mean for you?

Whatever technology your organization relies on, someone has already developed or is developing standards. You don’t have to go it alone; you don’t have to reinvent the wheel; some very smart people have thought through how to apply the technology and often that information is freely available. With any new technology, you should ask this important question: is there a standard for this technology?  

For example, a manufacturer of helmets for skiing or snowboarding may want its products to meet the ASTM F2040 standard, which includes requirements for strength and stability. The standard also refers to other ASTM standards that specify testing methods. ASTM, formerly known as the American Society for Testing and Materials, publishes voluntary standards, and has a range of membership options with the highest level allowing participation in technical committees. New standards are being developed by ASTM for gym equipment, mechanically stabilized earth walls, and racket sport eye protectors.

Standards exist for many technologies, but also for any situation where people agree on a procedure or where people want to use a procedure developed by experts. For example, Generally Accepted Accounting Principles (GAAP) were developed by the Financial Accounting Standards Board, which “is recognized by the Securities and Exchange Commission as the designated accounting standard setter for public companies.”  Those concerned with financial accounting can participate in the actions of the FASB by seeking appointing to various committees. The FASB activities are overseen by a seven-member Board which seeks to foster independence and the public interest.

As shown by this example, standards are usually set by an industry supported organization, in which members of that industry can participate. That organization may be recognized by governments as the appropriate entity to set those standards. That same organization or other organizations may audit and certify adherence to the standards. Clients or customers may want the products or services they buy to adhere to those standards.

In your particular business, professional magazines and organizations should keep you informed about relevant standards, but for a function that is not central to your business you may not be aware of the existence of relevant standards. For example, the ISSA (originally the International Sanitary Supply Association, now the Worldwide Cleaning Industry Association) is a source for cleaning standards, audits, and corrective actions. Does your janitorial service adhere to such an industry standard?

Many standards are voluntary while others are prescribed by governments, as with Minnesota’s adoption of the IEEE standards, which I cited at the beginning of this article. Even voluntary standards may be effectively required for being involved with commerce in certain industries. ISO 9001 certification (the certification for an organization’s quality system) is widely perceived as required for international trade. Mead Metals states that obtaining ISO certification in 1998 “was a key factor in expanding the company’s national and international customer base.” Even if not an official standard set by any organization, your technology may have widely accepted standards, such as O’Connor’s book on jewelers’ techniques.

Some standards are not freely available. The IEEE standards must be purchased, as must standards from ISO, the International Organisation for Standardization, which works with 164 international member organizations and has created and published 22,919 international standards, on topics from assistive products to zinc alloys. ANSI, the American National Standards Institutes, is the US member organization. For some standard setting organizations, selling copies of the standards is an important source of revenue to support the work of setting standards.

The dark side of standards is the saying: “Standards are great; everyone has one,” as illustrated in this XCSD cartoon.  While standard setting bodies want to portray the process as benefiting the public good, standards can create winners and losers, and thus are often the result of power politics. Standard setting for the Internet has been a contentious process and the development of standards for the new  cannabis industry is still at the beginning stages. My father (a systems engineer at Bell Labs) told me stories about his endeavors at CCITT (the international standard setting body for telephony), including the determination of the international standard for the shape of the hash tag or octothorpe symbol on the telephone keypad.  

Where can you learn more?

The NIST article on photon detectors is “Calibration of free-space and fiber-coupled single-photon detectors,” by Thomas Gerrits, Alan Migdall, Joshua C Bienfang, John Lehman, Sae Woo Nam, Jolene Splett, Igor Vayshenker, and Jack Wang.

IEEE standards are available here, ASTM standards here, and the ISSA Clean Standard here.  Harold O’Connor’s book The Jeweler’s Bench Reference is available here. The International Organisation for Standardization (ISO) has technical committees in many areas.  Also see their list of other bodies developing standards or guides.

In exploring for this column, I discovered two books I now have on my reading list: