Abstract
Product-service system (PSS) has attracted attention of manufacturers to shift from product-providing to solution-providing, which is a marketable set of products and services. The existing researches emphasize the fulfillment of individualized customer requirements through different PSS configurations. The PSS planning phase is of high importance in generating conceptual schemes, which translates customer requirements (CRs) to design requirements (DRs). In this paper, a systematic decision-making approach based on QFD is put forward aiming to configure the PSS design requirements (DRs). To address the uncertainty and hesitancy in QFD modeling, a hesitant fuzzy linguistic term sets (HFLTSs) is applied to elicit the experts’ linguistic preferences in evaluating the importance of CRs and the relationships between CRs and DRs. To dealing with the group decision-making problems concerning the HFLTSs, the min-upper operator and the max-lower operator assemble the experts’ evaluation results into a linguistic interval, and then the numerical results can be obtained by using the 2-tuple linguistic representation model and the interval preference degree computation. A non-linear 0-1 programming model is proposed to select the target DRs’ specifications for maximizing customer satisfaction under cost constraint. In order to objectively determine the satisfaction degree of each optional specification of DR, the information axiom is introduced to construct the objective function via information content computation. To deal with the qualitative DRs, HFLTSs and information axiom are combined and hesitant information axiom (HIA) is proposed. Finally, a DRs optimization model is established using HIA and the imprecision method. A case study is carried out to demonstrate the effectiveness of the optimal PSS planning approach developed.
Keywords
Introduction
Traditional design thinking frequently focuses on providing products that meet customer needs, but lacks systematic consideration of products and services. Product Service System (PSS) combines tangible products and intangible services to meet customer needs, while considering the full supply-side life cycle stage and increasing productivity, reducing resource consumption and adverse environmental impacts [1].The concept of PSS is also referred to as Functional (total care) Products [2], Technical Product Service System [3], Industrial Product-Service Systems (IPS2) [4], Service Engineering [5] or Through-life Engineering Services [6].
The PSS concept reflects the willingness of manufacturing companies to provide a systemic solution, including products and services [7]. The early stage of PSS development, conceptual design, plays a critical role in delivering value to customers and faces the challenge of stakeholders’ requirements. Conceptual design is a design stage in which the requirements of design problem are transformed into schematic descriptions of design solution concepts [8]. The commonly used methods for PSS conceptual design are Service/product engineering (SPE) [5], TRIZ theory [9], quality function deployment (QFD) [10], and various configuration approaches have been developed. Wang et al. [11] introduced a modular development framework of PSS and built a PSS configuration method based on the product–service ontology. Cui et al. [12] considered PSS configuration as a multi-classification problem and provided personalized optimal central air conditioning PSS configuration by optimizing support vector machines to reduce the dimensionality of customer requirements. All of these studies pay attention to the PSS conceptual design and emphasize the realization of individualized customer needs through various configurations. Among them, QFD is a cross-functional planning tool used to assist the development team in understanding the voice of customer and reducing design conflict.
Once the customer requirements have been defined, it is also critical to effectively transform them into design requirements [13]. Design requirements (DRs), also known as engineering characteristics, are the voice of design engineers. They can be further transformed into parts characteristics, process operation, and production requirements. QFD for PSS is the use of QFD methods to assist engineers in properly identifying, evaluating and describing customer requirements in the context of PSS development [14–18].
The challenges of QFD for PSS are both product DRs and service DRs exist in house of quality, and they have different characteristics. QFD evaluation information in PSS is more ambiguous and complex. Besides quantification of DRs satisfaction when constructing the optimal model is also a problem to be solved. Moreover, QFD brings together cross-functional teams and fosters communication and cooperation among multidisciplinary development teams.
For ambiguity and uncertainty information in QFD of PSS, fuzzy sets frequently utilized to solve uncertain information existing in the linguistic evaluation, such as fuzzy set [21], intuitionistic fuzzy set [22], rough set [23] and 2-tuple linguistic representation model [24]. The traditional fuzzy theory utilizes a single membership, which can constrain the ability to capture a wide range of expert preferences feely in QFD process. Intuitionistic fuzzy set and rough set consider the non-membership degree, however they ignore the hesitancy parameter and fail to capture experts’ hesitation between different linguistic values effectively [25]. Rodriguez et al. [26] proposed the hesitant fuzzy linguistic term set (HFLTSs) based on hesitant fuzzy sets to improve the richness of linguistic elicitation. HFLTSs is a new topic and is used as a modeling tool in QFD less frequently. This paper introduces the HFLTSs into the QFD for PSS planning in order to express the linguistic evaluation hesitancy as clearly as possible.
DRs optimization plays a vital role in a PSS development due to its critical impact on successive design activities as well as the novelty and competence of the final product. Although there have been many studies on DRs optimization in the product planning field, there are few studies on configuration optimization for DRs of PSS. The key to configuring an optimization model for DRs specifications is how to quantify the satisfaction of the different options. The divergences between product DRs and service DRs exacerbate the challenge. It is imprecise to assess customer satisfaction because the satisfaction level is always a range especially for service attributes. Information axiom (IA), which is one of the two axioms in Axiomatic Design (AD), provides illumination for estimating customer satisfaction via information content computation. IA considers that the scheme with the minimum information content is optimal, and the information content is measured by the degree of satisfaction between design and the scope of the system [27]. It is frequently used to select the best design solution that satisfies the independence axiom [28, 29].
Most product service system design requirements are qualitative. For quantitative DRs, traditional information axiom can be used. For qualitative DRs, the optional specifications are tough to be estimated due to the fuzziness and hesitation in the process of evaluation. The method of hesitation information axiom (HIA) is proposed to calculate the information content. A nonlinear 0-1 programming model based on HIA is constructed to configure DRs values to maximize customer satisfaction under cost constraints by using the compensation relationship between DRs.
In addition, QFD is a group decision function complete by an expert group. It is necessary to concentrate on the integration of linguistic information. Considering that HFLTSs have different lengths and hard to be operated, a new approach based on the min-upper operator and max-lower operator is proposed in this paper to aggregate multiple HFLTSs directly to simplify the operation.
This paper aims to develop an improved QFD approach by integrating the HFLTSs and the nonlinear 0-1 programming model, in order to optimize configuration of product-service system design requirements. The contributions of this paper are as follows. First, HFLTSs is employed to manage the ambiguity and hesitancy of QFD information for PSS. The 2-tuple linguistic representation model is utilized to compute with HFLTSs. Second, the concept of information content is employed to describe the DRs’ design objectives. A nonlinear 0-1programming model is constructed to configure the optimal PSS design requirements with the minimum information content. Third, the information axiom is extended to HFLTSs and the method of hesitation information axiom (HIA) is proposed to calculate the information content for qualitive design requirements.
The remaining part of this paper is organized as follows. Section 2 presents a literature review about QFD and HFLTSs, optimization of design requirements, and information axiom. Section 3 gives the framework of PSS configuration and the basic definitions of HFLTSs and 2-tuple linguistic representation. The process for determining the importance of DRs is detailed in Section 4. Section 5 proposes DRs optimization model based on HIA and non-linear programming. Section 6 demonstrates an illustrative example of the proposed approach. Finally, the concluding remarks are given in Section 7.
Literature review
QFD and HFLTSs
QFD as an effective customer-driven design tool has been used successfully to translate CRs into DRs in product or service design. Determining CRs’ importance ratings and translating into the importance of DRs are crucial tasks, but they may be influenced by the uncertainty of the evaluation information [30–33]. Considering the ambiguity and fuzziness that exist in QFD, the combination of fuzzy set theory [34–37], rough set [38, 39] and 2-tuple fuzzy linguistic representation model [24, 40–42] with QFD are effective countermeasures in response to this issue.
Determining the importance weights for the CRs and DRs are essential because they significantly affect the target values set for the DRs [43]. The studies about the fuzzy theory used in these fields can be listed as follows. Wang et al. [44] applied fuzzy arithmetic to figure out the importance of DRs in QFD. Liu et al. [45] computed the importance of DRs without knowing their membership functions using fuzzy weighted aggregation. Kwong et al. [46] presented an approach to derive the importance of DRs, and they considered the fuzzy relations between CRs and DRs as well as fuzzy correlations among DRs based on the fuzzy expert systems approach. Besides, rough QFD is also a common solution for dealing with uncertain information. For example, li et al. [47] presented a novel approach to acquire the DRs in product planning based on rough set theory. Li et al. [38] applied the rough set to identify the correlations among DRs. Grey relational analysis (GRA) is another method proposed for such problems with fewer data in an uncertain environment, and several studies focus on the grey QFD. Wu et al. [48] combined GRA with QFD as a practical method to analyze CRs. Wu et al. [49] formulated QFD by GM (1, N) and GM (0, N) models to improve product quality. Song et al. [50] identified the importance of DRs by combining rough set and GRA to build a rough-grey relational analysis approach.
In the assessing process of QFD, the experts usually hesitate among several possible linguistic values and require richer expressions to give out their opinions. HFLTSs are more suitable to be used in this condition due to their distinguished efficiency and flexibility in modeling uncertainty and vagueness in the decision-making process. Several decision-making approaches using HFLTSs have been studied in the literature. Wei et al. [51] introduced several aggregation operators of HFLTSs and gave a comparison about them. Yu et al. [52] proposed some formulates of unbalanced HFLTSs for dealing with multi-criteria group decision-making problems in an unbalanced HFLTSs situation. Hesamian et al. [53] proposed the similarity measures between HFLTSs and a method to rank HFLTSs. Wu et al. [54] dealt with the consistency and consensus of hesitant fuzzy linguistic preference relations in group decision-making problems.
HFLTSs begins to be applied in the QFD approach. Cevik et al. [31] considered the relations between CRs & DRs and correlations among DRs via HFLTSs in fuzzy QFD, and HFLTSs were aggregated by using the fuzzy envelope and the OWA operator. Nevertheless, determining the parameters of the fuzzy membership function in the fuzzy envelope is fairly complicated. Osiro et al. [25] combined HFLTSs and QFD to select supply chain sustainability metrics. The method of distance measures between HFLTSs was used to prioritize the requirements. The distance was measured by adding extend linguistic terms to the HFLTSs having fewer numbers of linguistic terms, and it may introduce new uncertainty in the process of extension. Huang et al. [55] proposed a novel QFD approach using proportional hesitant fuzzy linguistic term sets (PHFLTSs) and prospect theory. HFLTSs has become an effective method to deal with the uncertainty existing in the QFD.
Several related studies have attempted to apply QFD methodology to PSS planning. Song et al. [56] proposed a systematic evaluation approach for eliciting and assessing IPS2 requirements in QFD. Geng et al. [57] proposed a systematic decision-making approach for the optimal PSS planning based on QFD, and the optimal fulfillment levels of engineering characteristics were determined by a non-linear programming model. Song et al. [58] optimized the configuration of product-extension service based on QFD and established a multi-objective configuration model. From the literature review, we can conclude that HFLTSs has not been applied in the PSS planning field and selecting the DR’s optimal specification for PSS is rarely studied.
Optimization of design requirements
Through constructing the optimization model based on QFD, we can identify the fulfillment levels or the befitting selection of DRs among the optional values to achieve specific goals. The common objective function of the programming model is to maximize customer satisfaction. Customer satisfaction is often determined by the DRs’ contribution via the importance and fulfillment levels of DRs [59–61]. Table 1 shows the QFD related researches using optimization models.
QFD related researches using optimization models
QFD related researches using optimization models
Table 1 shows the comprehensive review of the related literature, and the existing optimization models for DRs usually have the goal of maximizing customer satisfaction or minimizing deviations from customer satisfaction. For the type of determining the fulfillment levels of DRs, customer satisfaction is always represented by the utility function contributed from the fulfillment levels of DRs and the importance of DRs. For the type of selecting the optimal specifications, the deviations from customer satisfaction are usually defined by customer satisfaction or dissatisfaction coefficients, which are determined using subjective approaches, e.g. KANO model. The purpose of this paper is to find the optimal specifications of PSS DRs to satisfy the personalized customer requirements. How to measure the satisfaction degree of the optional DR specification is a difficult task in the PSS planning process. The application of IA provides us with a new idea to construct the objective function for minimizing the information content.
AD is a methodology about how to describe design objects and use fundamental principles to evaluate relations between expected functions and means. In the literature review, there are various studies related to the usage of IA to determine the most appropriate alternative. Suh et al. [62] presented IA to solve the criteria with crisp design ranges or random system range. The traditional IA can help to evaluate decision-making problems with quantitative criteria [63]. In order to capture the impreciseness and vagueness in decision-making situations, fuzzy information axiom has been paid much attention due to its extensive application. Kulak et al. [64] proposed FIA for selecting transportation companies, in which both the system range and design range were considered as fuzzy variables. Kulak et al. [65] adopted a multi-attribute IA approach including both objective and fuzzy criteria and applied it to the equipment selection problem. Celik et al. [66] used FIA to investigate a systematic evaluation model on docking facilities in the shipbuilding industry. Akay et al. [67] presented interval-type-2 FIA, a new methodology for solving conceptual selection problems, which extended the FIA to incorporate interval type-2 fuzzy sets. Chen et al. [68] developed a decision-making approach based on IA under hybrid uncertain environments and the design range and system range were expressed as the fuzzy variable and the random variable respectively to model the hybrid uncertainties. Celik et al. [69] utilized FIA and fuzzy techniques to confront the decision-making problems with incomplete information by using the similarity between order performance and ideal solution (TOPSIS). Goren et al. [70] proposed a fuzzy axiomatic design approach with risk factors and provided a new multi-attribute decision-making tool. Kahraman et al. [71] used intuitive fuzzy sets to extend IA to fuzzy environments in an attempt to select search algorithms. Few studies consider the hesitation in determining the design range and common range for IA, and investigates the combination of HFLTSs and IA. In this paper, IA is extended to the hesitant fuzzy environment to deal with the decision-makers hesitation in evaluating DRs’ specifications.
The framework of PSS design requirements configuration and HFLTSs related theory
In this paper, PSS design requirements configuration consists of the process of translating CRs into DRs and the process of selecting appropriate DRs’ specifications. The objective of this research is to configure PSS design requirements to maximize customer satisfaction within the cost constraint. Figure 1 shows the framework of DRs configuration.

The framework of PSS design requirements configuration.
First, acquisition of customer requirements is initial and critical step when obtaining the fundamental information on PSS planning in QFD. There are several methods to identify requirements, expectations and complaints of customers, for example customer panels, focused group discussions, in-depth customer observation and complaint and compliment database. The list of customer demand is obtained through a survey questionnaire and then focused on group discussions and brainstorming organized in the client company. In addition, selecting a small customer group implement in-depth customer observation, which is combined with the complaint and compliment in history. After that, the initial CRs list is obtained. And the importance of them is obtained by HFLTSs related methods. The expert group will make decisions on DRs that are more strongly associated with CRs based on their historical experience and product design database.
Second, hesitant QFD which introduces HFLTSs in the QFD approach is proposed and used to determine the importance of DRs. The importance degrees of DRs are important inputs of the configuration model.
Third, a non-linear programming model is established to select the optimal DRs’ configurations. The total information content of all design requirements is calculated as the objective function. HIA is put forward to compute the information contents of the qualitative DRs.
In many real situations of decision-making, the use of linguistic information is more reasonable and appropriate to reflect the uncertainty and ambiguity due to the nature of human habits. One common approach to deal with such problems is the fuzzy linguistic approach. However, the fuzzy linguistic approach cannot cope with the situation when decision-makers hesitant about several linguistic values. HFLTSs allow decision-makers to use different expressions freely. To solve decision-makers’ hesitation in obtaining the CRs importance and the relationships between CRs and DRs in PSS planning, HFLTSs are used in QFD. The related concepts of HFLTSs are introduced in this section.
The empty HFLTS and the full HFLTS for a linguistic variable are defined as follows: The empty HFLTS: H
S
= {}, The full HFLTS: H
S
= S.
HFLTSs allow experts to use different expressions freely based on the fuzzy linguistic approach and context-free grammar. Context-free grammar can help experts to generate comparative linguistic expressions. It contains unary relation (lower than, greater than, at least, at most), binary relation (between, or), and conjunction relation (and). Let E
GH
be a function that transforms linguistic expressions obtained by the context-free grammar. The comparative linguistic expressions can be converted into HFLTSs using the following: E
GH
(s
i
) = {s
i
|s
i
∈ S}; E
GH
(at most s
i
) = {s
j
|s
j
∈ S and s
j
≤ s
i
}; E
GH
(lower than s
i
) = {s
j
|s
j
∈ S and s
j
< s
i
}; E
GH
(at least s
i
) = {s
j
|s
j
∈ S and s
j
≥ s
i
}; E
GH
(greater than s
i
) = {s
j
|s
j
∈ S and s
j
> s
i
}; E
GH
(between s
i
and s
j
) = {s
k
|s
k
∈ Sand s
i
≤ s
j
≤ s
j
}. E
GH
(s
i
ors
j
… s
k
) = {s
i
, s
j
, …, s
k
}.
Considering that HFLTSs have different lengths and hard to be operated, a new approach based on the min-upper operator and max-lower operator is proposed in this paper to aggregate multiple HFLTSs directly to simplify the operation. The min-upper operator and the max-lower operator [26] are used to find a balance between both pessimistic approximation and the optimistic approximation. The min-upper operator obtains the worst of the maximum linguistic terms and the max-lower operator obtains the best of the minimum linguistic terms. The two operators assemble the experts’ evaluation results into a linguistic interval which can represent the core information.
Let V = {ϑ
i
|1 ⩽ i ⩽ v} be a set of objects, E = {E
k
|1 ⩽ k ⩽ l} be a group of experts, S = {s0, s1 … , s
g
} be a linguistic term set and
The 2-tuple linguistic representation model proposed by Herrera et al. [72] is a technique to compute with words, which deals with linguistic information by introducing a new parameter called symbolic translation. This computational technique can compute with words without loss of information. The concept and basic operations of the 2-tuple fuzzy linguistic representation model are as follows.
where round(·) is the usual round operation, s i has the closest index label to “β”, and “α” is the value of the symbolic translation.
It is noteworthy that Δ has an inverse function with Δ-1, Δ-1 : S × [0.5, - 0.5) → [0, g] and Δ-1 (s i , α) = i + α = β. In this way, the 2-tuple returns its equivalent numerical value β ∈ [0, g] and the calculation step is carried out accurately. To accomplish the process of computing with words, the 2-tuple linguistic representation model is used to transfer linguistic intervals into interval-valued 2-tuples as follows: [s i , s j ] ⇒ [(s i , 0) , (s j , 0)] , s i , s j ∈ S, i ⩽ j.
An interval-valued 2-tuple is composed of two linguistic terms and two crisp numbers, denoted by [(s i , α1) , (s j , α2)], where i ⩽ j and α1 ⩽ α2. The interval-valued 2-tuple linguistic variable can be converted into an interval value by the following function [73].
Once we obtain the linguistic intervals by the min-upper operator and the max-lower operator, the conversion between linguistic intervals and numeric intervals can be realized by Eq. (3).
PSS planning is a process translating CRs into PSS DRs which contain product DRs and service DRs. The first step is obtaining CRs and evaluating CRs’ importance. The second step is identifying DRs and computing DRs’ importance considering the relationships between CRs and DRs. HFLTSs and its related aggregation approaches are used to cope with the uncertainty and hesitation existed in the above process.
Compute the importance of CRs
Through the process of customer requirement acquisition, a total number of m CRs is obtained by customer investigations and C i (i = 1, 2, …, m) is the i-th customer requirement. The importance degrees of CRs are evaluated by each expert E k (k = 1, 2, …, t) who has rich experience in the QFD team. The semantic evaluation information is modeled by HFLTSs. The steps of determining CRs’ importance are as follows.
Step 1: Experts estimate CRs’ importance according to a given linguistics term set S, and the evaluation information is expressed by HFLTSs. Aggregate all the experts’ evaluation information into linguistic intervals using the min-upper operator and max-lower operator by Eq. (2). The linguistic interval
Step 2: Transfer the linguistic interval
The interval-valued 2-tuples can be converted into a set of numeric intervals
Step 3: β i is still an interval number which is hard to be compared. In response to this problem, the preference degree between interval numbers is introduced to transform the fuzzy importance degree into a crisp importance degree which indicates the relative importance degree of CR.
And the preference degree of B over A (or B > A) is defined as:
Apparently, P(A > B)+P(B > A)=1 and P(A > B)=P(B > A)=0.5 when A = B, i.e., a1 = b1 and a2 = b2.
For a vector of interval values
Once the fuzzy importance degrees of CRs are obtained from Step 1-3, we can calculate the relative importance cw i (i = 1, 2, …, m) of C i .
The experts identify n DRs, which have a strong associated with CRs, according to their professional experience and product design database. And F
j
(j = 1, 2, …, n) is the j-th DR. The importance degrees of DRs can be computed depending on the importance degrees of CRs and the relationships between CRs and DRs. The relationships between C
i
and F
j
evaluated by E
k
(k = 1, 2, …, t) is denoted as
According to the importance cw
i
(i = 1, 2, …, m) and relationship matrix
Determine the information content of DR using hesitant information axiom
The concept of fuzzy information axiom
Information axiom indicates that the best design scheme has the smallest information content. Information content is determined by the probability of satisfying the design goals. Assume the probability of success for a given DR is p, then the information content I is - log 2p, where p is determined by the design range and the system range. Design range is the expected design goal, which usually has an upper value and a lower value. The system range indicates the distribution of the real system. The intersection of the design range and the system range is called the common range. The information axiom also can be expressed as
For qualitative DRs in PSS planning, evaluating the design range and system range is a difficult problem. Fuzzy information axiom has been proposed to cope with this problem. The area enclosed by the membership function curve of the design range is the fuzzy design range, and the area enclosed by the membership function curve of the system range is the fuzzy system range. The area enclosed by their intersection is the fuzzy common range. For example, if the membership function belongs to a triangular distribution, Fig. 2 shows the corresponding fuzzy design range, fuzzy system range, and fuzzy common range. Accordingly, the fuzzy information content can be calculated as follows.

Fuzzy design range, fuzzy common range and fuzzy system range of triangular membership function.
For a certain scheme, it is ideal for a DR when its evaluation value coincides with the target value. In this case, the fuzzy system range coincides with its fuzzy design range, and the information content is zero. When the evaluation value and the target value do not coincide, the information content is infinite, and the scheme is not ideal for the DR.
The equation of computing information content showed in Eq. (10) has limitations in certain conditions. An example is taken to illustrate this. For a benefit-type DR, suppose its design range is 50–80. One of its optional specifications is 60, then the system range is 50–60 and the public range is 50–60. In this case, the public range is equal to the system range, and information content is zero. Suppose another optional specification is 70, then its system range is 50 70 and the common range is also 50 70. The information content in this case also equals zero. However, the latter optional specification (70) is better than the former (60). Therefore, we need to make some modifications to Eq. (10), and the revised fuzzy information axiom can be expressed as follows.
In the traditional fuzzy information axiom, experts always use one linguistic value to evaluate the design goal (design range) and actual level (system range) concerning a certain DR. However, experts may hesitant from selecting appropriate values in a given linguistic set. In this paper, HFLTSs is combined with information axiom for the first time, which has the advantage to cope with the above situation. The design range of DRs and the system range of each optional specification are all obtained and expressed using HFLTSs. According to Section 3, the hesitant fuzzy information can be translated into interval numbers finally by means of the min-upper and max-lower operators and 2-tuple linguistic representation model related operators. That is to say, the calculation of HIA is an operation with numeric interval values.
DRs can be divided into the benefit-type (the bigger, the better), the cost-type (the smaller, the better), the interval-type (the optimal value is an interval number), and the target-type (the optimal value is a determined number). Different DR types should be calculated using different calculation methods. Assume that the evaluation value of a certain qualitative DR’s optional specification expressed in the numeric interval be a = [a l , a u ], the different methods for computing the interval information content are given as follows.
(1) For the benefit-type DRs
Let the maximum value among all optional specifications be Xmax and the minimum value be Xmin, the acceptable range, i.e., the design range of the DR be L = Xmax- Xmin. The common range equals to (a l + a u - 2Xmin)/2, and the information content is calculated as follows.
(2) For the cost-type DRs
Let the maximum value among all optional specifications be Xmax and the minimum value be Xmin, the acceptable range, i.e., the design range of the DR be L = Xmax- Xmin. The common range equals to (2X max –a l –a u )/2, and the information content is calculated as follows.
(3) For the interval-type DRs
Let the expected value of an interval-type DR be [Xmax, Xmin]. The common range is the intersection of the optimal interval and the evaluation value and can be expressed as [Xmin, Xmax] ∩ [a l , a u ]. The information content is calculated as follows.
(4) For the target-type DRs
The expected value of a target-type DR is a certain numerical value. Assume the optimal expected value be X∘pt, the acceptable range, i.e., the design range of the DR be L = Xmax- Xmin and the common range be L - (|X opt - X l | + |X u - X opt |). The information content is calculated as follows.
In the process of PSS design requirements optimization, the total information content of all DRs is taken into account as the objective to measure customer satisfaction. Besides, the cost constraint is considered because of the limited company resources. The design ranges of DRs and DRs’ optional specifications are given by the experts with rich experience and knowledge. A 0-1 non-linear programming model is established to minimize the total information content.
Assume DR F
j
(1 ⩽ j ⩽ n) has t optional specifications, where n indicates there are n different DRs.
There exist compensation relationships among DRs. The total information content for different compensation levels can be calculated using the method of imprecision, which considers the relationships among DRs to improve the reliability and accuracy of the results. The 0-1 non-linear programming model of DRs configuration can be expressed as follows.
Where s indicates the compensation factor among DRs. When s = -∞, the level of compensation is the lowest, i.e., there is no compensation relationship among DRs. In this case, the total information content is limited by the DR having the lowest performance. When s = 0, there exist complete compensation relationships among DRs. The DR with higher performance has a compensation relationship with the lower DR. In this case, the total information content is the average of all DR’s information contents. When s = 1, the total content is the weighted average of all DRs’ information contents. When s =+ ∞, the total information is determined by the DR with the highest performance. According to the method of imprecision, the optimization objectives can be expressed as follows.
Taking loader-PSS configuration optimization as an example, the feasibility and applicability of the proposed approach are illustrated. The loader is a kind of construction machinery widely used in highway, railway, and other construction projects, as shown in Fig. 3. As one of the world’s top 500 companies, company W manufactures world-class loaders and provides services to its products in the Asia Pacific region. With the increase in customer requirements, company W pays attention not only to the products, but also the lifecycle services. Product and services should be planned in an integrated way in the conceptual design phase. In this section, the proposed approach is applied to the loader PSS configuration optimization.

A picture of the loader.
W company’s product user groups include loader drivers, special equipment maintenance personnel, on-site safety officers and engineering project leaders. Through research with such user groups, the initial customer requirements can be collected from multiple perspectives, and then the major CRs can be obtained by cluster analysis. The initial identified CRs are quick to start, easy to start, fast acceleration, stabile acceleration, flexible gear shift, high climbing ability, flexible turn, low failure rate, high mechanical properties stability, high driving stability, long life of components, easy updating of components, easy repairing of component, fewer exhaust emissions, comfortable usability, high-qualified after-sale service and so on. The major CRs obtained by the K-J method and cluster analysis include Strong motivation (C1), High flexibility and efficiency (C2), Easy to control (C3), High stability and reliability (C4), Timely service response (C5), and Low energy consumption (C6).
This company uses the modular design method to develop solutions, and product and service modules are predefined. Through analyzing the customer requirements, DRs of the predefined modules are decided by experts. The relevant DRs obtained in the QFD include Engine’s rated power (F1), Maximum breakout force (F2), Buckets capacity (F3), Maximum unloading height (F4), Total cycling time (F5), Minimum turning radius (F6), Variable speed controlling modes (F7), Preventive maintenance strategies (F8), Service response model (F9), Service efficiency (F10), Energy-saving programs (F11) and Exhaust emission standards (F12).
In order to evaluate the importance of CR, a five-member expert group was established, consisting of a senior manager, a project controller, a product manager, a mechanical design engineer and a user experience designer. The education and professional experience of the experts are shown in Table 2.
The education and professional experience of the experts
The education and professional experience of the experts
And the linguistic term set S is {s0: nothing, s1: very low, s2: low, s3: medium, s4: high, s5: very high, s6: perfect}. The evaluation information given by the five experts is listed in Table 3. The aggregated importance of the six CRs is obtained by using Eq. (2). They are {[s2, s3], [s4, s5], [s1, s3], [s2, s6], [s2, s4], [s2, s5]}. Then the 2-tuple linguistic representation model related approaches are used to transfer the linguistic intervals into the interval-valued 2-tuple. Finally, the numeric interval values are derived by the function Δ-1 with Eq. (3). The final result of the CRs’ importance is shown in Table 4.
Evaluation values of CRs given by E k (k = 1, 2, 3, 4, 5)
Aggregation results of evaluation values and relative importance of CRs
According to the aggregation results in Table 4, applying the formula of interval preference degree in Eqs. (4,7) to compute the relative importance of CRs. For instance, the importance of C1 (cw1) can be acquired as follows.
Similarly, the other relative importance of CRs can be derived. cw i =(0.13, 0.23, 0.11, 0.20, 0.14, 0.18). The results are shown in the last column in Table 4.
In order to maximize customer satisfaction, the above-mentioned group of experts decided on 12 design requirements based on professional experience, which are more relevant to CRs. These DRs constructed by Engine rated power (F1), Maximum breakout force (F2), Bucket capacity (F3), Maximum unloading height (F4), Total cycling time (F5), Minimum turning radius (F6), Variable speed controlling modes (F7), Preventive maintenance strategies (F8), Service response time (F9), Service efficiency (F10), Energy-saving programs (F11), and Exhaust emission standards (F12).
The evaluation of relationships between CRs and DRs is a crucial process in QFD. Five experts’ evaluation information expressed by HFLTSs is listed in Tables 5–9. HFLTSs information is handled in the same way as in Section 6.1. The group decision-making information is first aggregated with Eq.(2). Then, the linguistic intervals are transformed into the numeric interval values with Eq.(3) and they are shown in Table 10.
Evaluation of relationships between CRs and DRs given by E1
Evaluation of relationships between CRs and DRs given by E1
Evaluation of relationships between CRs and DRs given by E2
Evaluation of relationships between CRs and DRs given by E3
Evaluation of relationships between CRs and DRs given by E4
Evaluation of relationships between CRs and DRs given by E5
Fuzzy relationship matrix between CRs and DRs
According to the importance of CRs and the relationship matrix between CRs and DRs, the fuzzy importance vector of F j (j = 1,2,…,12) are computed in the QFD as ([0.45,0.63], [0.38,0.71], [0.40,0.65], [0.42,0.66], [0.46,0.64], [0.38,0.56], [0.39,0.72], [0.34,0.68], [0.41,0.54], [0.34,0.60], [0.34,0.68], [0.24,0.74]). By using the formula of interval preference degree in Eq. (4,7), the relative importance of DRs are obtained as w j =(0.089,0.088,0.085,0.087,0.091,0.074,0.090,0.083, 0.075,0.076,0.083,0.080)T, j = 1,2, …,12
Table 11 shows the optional specifications and costs of all DRs for the loader, the mark (+) and (–) indicates the benefit-type and cost-type DR respectively.
Optional specifications and costs of DRs
Optional specifications and costs of DRs
For quantitative DRs, the traditional IA is employed to compute the information content. The design ranges of quantitative DRs are given out by designers: Engine rated power (F1) is 72kW∼130kW, Maximum breakout force (F2) is 65kN∼150kN, Bucket capacity (F3) is 2m3∼3m3, Maximum unloading height (F4) is 2400mm∼3500mm, Total cycling time (F5) is 7s∼13s, Minimum turning radius (F6) is 5500mm∼7000mm, Service response time (F9) is 9h∼48h, Service efficiency (F10) is 0.5h∼6.5h. According to the above data and the information in Table 11, the computed results of the information content of the quantitative DRs are listed in Table 14.
Information contents of DRs’ optional specifications
For qualitative DRs, the information contents depend on the experts’ evaluation information. The linguistic term set S={s0: nothing, s1: very low, s2: low, s3: medium, s4: high, s5: very high, s6: perfect}. Five experts’ evaluation information about Variable speed controlling modes (F7), Preventive maintenance strategies (F8), Energy-saving programs (F11), and Exhaust emission standards (F12) are given in Table 11 (
We use the 2-tuple linguistic representation model related approaches to transfer the evaluation information in Table 12 into numeric interval values as shown in Table 13.
Five experts’ HFLTSs evaluation values about optional specifications of qualitative DRs
Evaluation intervals about optional specifications of qualitative DRs
According to the evaluation results in Table 13, the information contents of the optional DR specifications can be calculated using HIA with Eqs. (12–15). The information contents are listed in Table 14. Take
According to three different customer clusters, the corresponding cost constraints are B1 = 140,000 RMB, B2 = 160,000 RMB, B3 = 180,000 RMB. Assume the compensation factor s = 1, we can establish the non-linear programming model using Eq.(17). Lingo 12.0 is used to solve the model. The configuration results under different cost constraints indicate that DR tends to be configured with the better specifications with the increase of cost, especially those with lower information contents. Engine rated power (F1), Maximum breakout force (F2), Buckets capacity (F3), and Preventive maintenance strategies (F8) belong to this category. Their configured specifications become better as the cost increases. This result is consistent with the actual situation. Figure 4 shows the comparison of configuration results under different cost constraints.

Comparison of configuration results under different cost constraints.
Assume the cost is 180,000 RMB, we can obtain the configuration results under different compensation factors, i.e., s=–2, s=–1, s = 1, s = 2. The results are listed in Table 15 and shown in Fig. 5.
Configuration results under different compensation factors
They show that DRs with higher importance tend to be configured with the specifications having lower information content with the compensation factor increasing. DRs with lower importance tend to be configured with the specifications having higher information content. For example, as the compensation factor changes from –1 to 1, the configured specification of Total cycling time (F5) changes from 12s with information content 2.585 to 9s with information content 0.585. It is consistent with the qualitative analysis results.
In this section, two kinds of comparison analysis will be performed and discussed, to validate the proposed QFD approach. First, the proposed programming model is tested by comparing with traditional programming model based on utility function, and the results are analyzed. Second, the proposed QFD method is compared with other existing QFD methods, and the ranking performances are discussed.
Comparison with traditional programing model based on the utility function
To further highlight the advantages of the proposed method, we will compare the proposed programming model based on HIA with the traditional programming model based on the utility function. Both of the objective functions are customer satisfaction. In the proposed approach, customer satisfaction is defined by information content. In the comparative approach, customer satisfaction is defined by the commonly used utility function, which is contributed by the importance of DRs via the DRs’ realization degrees [24, 60]. Assume

Comparison of configuration results under different compensation levels.
The realization degree of cost-type DR can be formulated as
The comparative objective function can be expressed as
For qualitative DRs, we use the proposed decision-making approach based on HFLTSs to evaluate the specifications’ performance. Take the specifications of F1 for example, Table 16 shows the calculating process of estimating the performance using HFLTSs by ten experts. For the compensation factor s = 1 and the cost constraint is 160,000 RMB, the configuration results of the proposed method and the comparison method are listed in Table 17. According to the results of the comparative analysis in Table 17, Maximum breakout force (F2) is configured with 150KN, Maximum unloading height (F4) is configured with 3278 mm, Variable speed controlling modes (F7) is configured with hydraulic control for the proposed approach. The configuration results are better than those obtained by the comparative approach. Comparative analysis shows that the proposed approach can configure DRs with higher performance under the same cost constraint. In other words, the proposed approach can configure PSS solutions with higher customer satisfaction. The result verifies the advantage and applicability of the proposed approach.
The calculation process of estimating the performance of F1
Configuration results of the proposed method and the comparison method
Based on the case of loader-PSS configuration optimization, this section compares the proposed HFLTSs-QFD method with triangular fuzzy QFD (TF-QFD), rough QFD and intuitionistic fuzzy QFD (IF-QFD). The effectiveness and superiority of the proposed method are demonstrated in customer requirement acquisition and CRs-DRs correlation mapping by analyzing three aspects of result similarity, difference and possible reasons for the difference. The linguistic terms inputs of the four methods are shown in Table 18. The importance and ranking results of design requirements for HFLTSs-QFD, TF-QFD, and IF-QFD were obtained by the evaluation and method calculation of the expert group as shown in Table 19, and the results of Rough QFD calculation as shown in Table 20.
Four method linguistic terms
Four method linguistic terms
Three methods DRs’ importance and ranking
Rough QFD samples’ importance
In terms of the input linguistic terms, five experts were invited to evaluate the importance of CRs according to Table 18. The inputs of HFLTSs consist of interval values, while the inputs of TF and IF are fuzzy numbers. The rough set input is either a scale or a score.
According to Table 19, the ranking result of the proposed method is consistent with the TF-QFD method, and different from the IF-QFD. Rough sets classify DRs according to the input linguistic terms and group similar indicators into one category. And the result of the rough set is the importance of each category.
According to Fig. 6, DRs with the same ranking result are obtained with significant different importance. In particular, F5, F1, F7 ranked in the top three, respectively, and the importance obtained by IF-QFD calculation was higher than the other methods. Relatively, the 11th and 12th ranked F6 and F9 obtained lower importance, which is computed by IF-QFD. Intuitionistic fuzzy and triangular fuzzy can deal with the ambiguity and uncertainty in the decision-making
Three methods DRs’ importance.
Through the comparison experiments of the four methods, the differences and advantages of the four QFD methods can be found. It also confirms that the HFLTSs-QFD method proposed in this paper is feasible and effective, and more in line with the actual decision-making scenarios.
Manufacturing companies are striving to increase customer satisfaction and market position, and begin to turn to PSS providing. This paper concentrates on the PSS conceptual design phase. The main contribution of this paper is carrying on research on the optimization of design requirements based on QFD in the PSS environment.
Although fuzzy QFD has been widely applied in literature, fuzzy QFD considering hesitance has not been concentrated in the PSS field. Given the advantage of HFLTSs in providing experts greater flexibility in eliciting linguistic preferences, hesitant QFD is used to determine the input information in PSS planning. The proposed group decision-making approach based on HFLTSs requires no external parameters and don’t need to compute the fuzzy envelope or add terms. Another contribution of this paper is combining HFLTSs with IA for the first time and constructing a non-linear 0-1 programming model whose objective function is described based on HIA. For qualitative DRs, the approaches for computing the interval information content are proposed aiming at the benefit-type DRs, the cost-type DRs, the interval-type DRs, and the target-type DRs respectively. By constructing the 0-1 nonlinear programming model, the total information content of DRs configuration is minimized, which realizes the optimized configuration of PSS. In this model, the compensation relationships among DRs are considered by using the method of imprecision.
While this research makes some contributions, it indicates that interdependencies among product DRs and service DRs should be taken into consideration. Furthermore, it is necessary to develop a much more aggregation operators to reflect the real situation of cross-functional group decision team. The aggregation operators’ influence on the proposed QFD approach will be further explored in future researches. In the future, the influence of aggregation operators will be further explored.
Footnotes
Acknowledgments
The authors would like to acknowledge funding support from the National Natural Science Foundation Committee (NSFC) of China (No. 72271164) and The Humanities and Social Sciences Research Planning Fund of the Ministry of Education (No. 19YJA630021), as well as the contributions from all collaborators with in the projects mentioned.
