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Journal of Manufacturing Systems 39 (2016) 79–100

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Journal of Manufacturing Systems


journal homepage: www.elsevier.com/locate/jmansys

Review

The evolution and future of manufacturing: A review


Behzad Esmaeilian a , Sara Behdad b,∗ , Ben Wang c
a
Industrial and Systems Engineering, Northern Illinois University, DeKalb, IL, United States
b
Mechanical and Aerospace Engineering, Industrial and Systems Engineering, University at Buffalo, Buffalo, NY, United States
c
Georgia Tech Manufacturing Institute, Stewart School of Industrial & Systems Engineering, Georgia Tech, Atlanta, GA, United States

a r t i c l e i n f o a b s t r a c t

Article history: Manufacturing is continuously evolving from concept development to methods and tools available for
Received 20 July 2015 the production of goods for use or sale. Traditionally, manufacturing refers to an industrial production
Received in revised form 2 January 2016 process through which raw materials are transformed into finished products to be sold in the market.
Accepted 7 March 2016
However, these days manufacturing is considered to be an integrated concept at all levels from machines
Available online 16 April 2016
to production systems to an entire business level operation.
Although there have been considerable developments in manufacturing technologies and processes,
Keywords:
the actual scope and elements of manufacturing systems are complex and not adequately defined. This
Advanced manufacturing
Data analytics in manufacturing
paper provides a review of both the tangible and intangible elements of manufacturing systems and
Sustainable manufacturing presents a state-of-the-art survey of published work. It studies the evolution of research in manufac-
Design for manufacturing turing starting from past and current trends to future developments. How manufacturing systems have
Remanufacturing been classified is also presented. Through this extensive survey of the literature, future directions of this
changing field are suggested.
© 2016 The Society of Manufacturing Engineers. Published by Elsevier Ltd. All rights reserved.

Contents

1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
2. Technical and engineering aspects of production systems: Technology and equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
2.1. Manufacturing processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
2.2. Industrial control systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
2.3. Industrial robotics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
2.4. Fixtures and jigs in assembly systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
2.5. Material handling systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
2.6. Storage and warehouse management system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
2.7. Section summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3. Planning aspects: Operating rules and process planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3.1. Production, inventory and resource planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3.1.1. Demand uncertainty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3.1.2. Variability in manufacturing systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3.2. Production scheduling and lot sizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3.3. Quality control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
3.4. Section summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
4. Taxonomy of manufacturing systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
5. Design for manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
5.1. Section summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
6. Remanufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
6.1. Remanufacturing business models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

∗ Corresponding author. Tel.: +1 7166455914; fax: +1 7166452883.


E-mail addresses: besmaeilian@niu.edu (B. Esmaeilian), sarabehd@buffalo.edu (S. Behdad), ben.wang@gatech.edu (B. Wang).

http://dx.doi.org/10.1016/j.jmsy.2016.03.001
0278-6125/© 2016 The Society of Manufacturing Engineers. Published by Elsevier Ltd. All rights reserved.
80 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

6.2. Production, scheduling and inventory planning of remanufacturing systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87


6.3. Determination of recovery options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
6.4. Environmental and cost analyses of remanufacturing operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
6.5. Remanufacturing and product design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
6.6. Session summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
7. Environmentally conscious manufacturing and sustainable manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
7.1. Session summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
8. New manufacturing paradigms originated form data analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
8.1. Smart manufacturing, smart supply chain, data analytics in manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
8.1.1. Data visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
8.2. Social manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
8.3. Cloud manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
8.4. Cloud-based remanufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
8.5. Cyber-physical systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
8.6. Session summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
9. Advanced manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
9.1. Nano-manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
9.2. Semiconductor manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
9.3. Additive manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
9.4. Session summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
10. Conclusions and future trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

1. Introduction Table 1
Previous review papers and their scope.

As new concepts are introduced in manufacturing, the research Study Scope

community should be able to identify future research frontiers. To [1] Cloud mfg.
date, there has been relatively little review of advanced manufac- [2] Cellular mfg.
[3] Just-in-time mfg. systems
turing concepts in the research literature. However, new trends in
[4] Energy efficiency of mfg. processes
advanced manufacturing are emerging and serve as the motivation [5] Disassembly sequence generation
behind this research. [6] Design for remanufacture
Table 1 provides a list of previous review papers in this field. [7] Mass customization
As shown, the scope of previous reviews is limited to a specific [8] Assembly process planning
[9] Additive mfg.
topic within a particular manufacturing area. This paper presents a [10] Information technology in mfg.
holistic view of manufacturing by analyzing a broad range of pub- [11] Simulation in mfg. systems
lications covering myriad subareas and topics. Some of the drivers [12] Additive mfg. and its social impacts
that are causing industry to adopt new initiatives in their enter- [13] Lean mfg.
[14] Agile mfg. systems
prises, processes, production systems, and equipment levels are
[15] Data mining in mfg.
also noted. [16] Cost engineering for manufacturing
A review of the literature surveyed reveals that manufacturing [17] Hybrid mfg. processes
systems are classified differently according to their development. It [18] Scheduling in cellular mfg. systems
is a challenge to ascertain a consistent type or category of a manu- [19] Flexibility in mfg. systems
[20] Web-based mfg. systems
facturing system from the literature. In fact, a more appropriate
[21] Green supply chain
view is that a number of taxonomies are needed to investigate [22] Intelligent mfg.
different aspects of manufacturing. [23] Sustainable lifecycle design
We organize the literature into eight main areas (1) tech- [24] Mfg. facility location and sustainability
[25] Sustainable mfg.
nical and engineering aspects of production systems, including
[26] Environmentally conscious mfg.
technology and equipment (2) planning aspects, including oper- [27] Environmentally conscious design
ating rules and process planning, (3) taxonomies of manufacturing [28] Environmentally conscious design and mfg.
systems, (4) designs for manufacturing, (5) remanufacturing, (6) [29] Remanufacturing
sustainable manufacturing, (7) new manufacturing paradigms, and [30] Green logistics
[31] Design for remanufacturing
(8) advanced manufacturing concepts. These areas are explained
[32] Sustainable supply chain
in Sections 2–9, respectively. At the end of each section, we [33] Facility location
provide our thoughts, prediction and recommendations for further [34] Green supply chain
research. In some subsections, several qualitative and quantita- [35] Sustainable supply chain
[36] Quantitative models for reverse logistics
tive metrics have been applied to assess technology maturation,
[37] Sensors for unmanned machining
research saturation, and under-developed areas. Fig. 1 provides [38] Performance measure in mfg. systems
more details on the overall structure of the paper. [39] Control architecture in automated mfg.
We have used a three-stage qualitative research method (identi- [40] Servitization of mfg. systems
fication, classification and evaluation) similar to a recent review by
Zaman [41] to analyze prior studies. The relevant studies were iden-
tified through Engineering Village, Compendex, Inspec & GEOBASE As new manufacturing paradigms coming to the market, the
databases and limited by articles published in 1999 to April 2015. existing building blocks of manufacturing systems should be stud-
Finally, studies were classified and evaluated based on the structure ied carefully to explore how new technologies influence the
shown in Fig. 1. current infrastructure. Therefore, Sections 2 and 3 of this paper are
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 81

Industrial Robotics Fixtures and Jigs in


Assembly systems Material Handling Production, Inventory Production Scheduling
Sec. 2.3 Systems and Resource Planning and Lot Sizing
Industrial Control Sec. 2.4
Sec. 2.5 Sec. 3.1 Sec. 3.2
Systems
Planning Aspects:
Sec. 2.2 Technical and Engineering Quality control,
Storage and Warehouse Operating Rules and
Aspects of Production Systems: Inspection
Manufacturing Management System Process Planning
Technology and Equipment
Processes Sec. 2.6 Sec. 3 Sec. 3.3
Sec. 2
Sec. 2.1
Taxonomy of
Additive
Manufacturing Systems
Manufacturing
Sec. 9 Sec. 4
Sec. 9.3
Advanced MANUFACTURING
Semiconductor Design for Manufacturing
Manufacturing
Manufacturing Sec. 5
Sec. 9.2
Nano-Manufacturing
Sec. 9.1
Sec. 8
Cyber-physical New Manufacturing Sustainable Manufacturing Sec. 6 Remanufacturing Business Models
sysems Paradigms Originated form Sec. 7 Remanufacturing and Sec. 6.1
Remanufacturing
Sec. 8.5 Data Analytics Product Design
Cloud-based Sec. 6.5 Production, scheduling and inventory
Remanufacturing Smart planning of Remanufacturing systems
Cloud Manufacturing Environmental and cost
Sec. 8.4 Social analyses of remanufacturing Sec. 6.2
Manufacturing operations
Manufacturing Sec. 8.1
Determination of recovery
Sec. 8.3 Sec. 8.2 Sec. 6.4 options
Sec. 6.3

Fig. 1. The scope and structure of the survey along with the section numbers.

assigned to review the tangible and intangible elements of mfg. more information on manufacturing processes, we refer the reader
systems. to the books by Schrader and Elshennawy [50] and Rao [51].

2. Technical and engineering aspects of production 2.2. Industrial control systems


systems: Technology and equipment
Industrial Control Systems (ICS) is a common term used to
This section introduces the basic tangible elements of man- describe all types of control systems, including Supervisory Con-
ufacturing systems, namely, manufacturing processes, industrial trol and Data Acquisition (SCADA) systems, Distributed Control
control systems, industrial robotics, assembly systems, material Systems (DCS), small single control devices such as Programmable
transportation systems and storage systems. Logic Controllers (PLC), sensors, actuators, and other components
There will be some detailed discussion on any of these elements. often installed in an industrial facility with the purpose of gathering
large scale data in real time [52,53]. ICS are widely used in a vari-
2.1. Manufacturing processes ety of industries such as electrical power transmission, water, oil,
natural gas, chemical, transportation, automotive, aerospace, and
Various processes have been widely used for producing materials handling.
products. There are several traditional classifications for these pro- Most ICS technology today was developed years ago, before
cesses. Swift and Booker [42] categorizes processes as casting, information technology became a common part of business oper-
cutting, forming and fabrication. A more comprehensive classifica- ations. Although ICS have little similarities to modern IT systems,
tion is provided by Kalpakjian and Schmid [43] in which processes they have several characteristics such as different risks and pri-
are classified into six subcategories of casting, machining and fin- orities that distinguish them from traditional IT systems [52].
ishing, joining, sheet metal, polymer processing and deformation Specifically, ICS need different performance and reliability require-
processes. The traditional classifications have some limitations on ments than typical IT systems. Over the past decade, research in
identifying the newly developed technologies [17]. To solve these information security related to ICS has become a focal point [54].
difficulties, Nassehi et al. [44] proposed a classification in which Many standards have been developed for ICS and SCADA secu-
processes are categorized into five groups based on the technology: rity [55,56]. Some studies have focused on the design of security.
A simple example is work by Zhu and Basar [57] on the develop-
ment of a game-theoretic approach to study the integration among
• Joining technology, where several parts are joined to form a new
cyber security policy and the robust design of control systems. In
part (e.g., welding and assembly) [45]. addition, there is some research on resilient control as a new topic
• Dividing technology (e.g., sawing and disassembly).
on how to maintain acceptable levels of operation in the face of
• Subtractive technology/material removal processes such as
undesirable incidents [58,59]. Resiliency is introduced as one of
machining operations [46]. the most critical objectives of today’s complex industrial control
• Transformative technology in which a single work piece is trans-
systems [60]. According to Zhu and Basar [61], the integration of
formed to another one without change in mass (e.g., forming, heat information technology with control systems made resilience an
treatment, cryogenic cooling) [47]. important aspect of infrastructure protection. Resilience is defined
• Additive technology (e.g., rapid prototyping, die casting and injec-
by several aspects of system performance such as security, stabil-
tion molding) [17]. ity, efficiency, human interactions or complex interdependencies
[59]. Forsgren and Rahkonen [62] provide some guidelines on how
Investment in new process technology has been suggested as a to specify user requirements in terms of functionality and perfor-
strategy to improve flexibility of manufacturing systems in terms mance based on the experiences reported by users and vendors of
of product mix, product change, volume and delivery [48,49]. For these types of systems.
82 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

In addition to the above-mentioned research on ICS security, • Geometry analysis of fixtures [83].
many studies have emphasized the importance of data processing • Design of modular fixtures [84].
within ICS. Data mining tools have been widely used as an effective • Assembly variation analysis [85] and re-configurability of the
tool to facilitate data processing [63]. To give a few examples: Li assembly fixtures [86].
et al. have offered data mining as a solution to facilitate human • Programming and control of robot-based fixtures [87].
supervisory control of a coal-fired power generation plant [64]. • Assembly sequence planning [88].
Wang et al. [65] also showed the application of data mining in • Virtual simulation of assembly processes [89].
operation control and parameter prediction in oil fields. Rojek
and Kusiak [66] provided a data processing approach using arti- 2.5. Material handling systems
ficial neural networks in which the history and past production of
industrial processes are considered in order to control the current Material handling equipment (MHE) are crucial parts of today’s
production. The system compares similarities of current production manufacturing systems and play an important role in enhancing
with past registered production data. productivity and flexibility of the entire system as well as effective
Besides data processing, the reliability and robustness of data utilization of resources. The cost of material handling constitutes
collection has been listed as a challenge in ICS [67]. The introduction 15% to 70% of the total manufacturing cost of a product [90]. Mate-
of Programmable Logic Controllers (PLC) [68] and Radio Frequency rial handling systems integrate equipment and other technologies
IDentification (RFID) technology [69] as data acquisition and con- of manufacturing systems. There is a wide spectrum of models
trol hardware enhanced the robustness of data collection. and brands for handling equipment. Considering only the “Inter-
Departmental Handling of Discrete Parts” group, six categories are
identified by Mirhosseyni and Webb, namely, industrial trucks,
2.3. Industrial robotics floor conveyors, overhead conveyors, automatic guided vehicles,
cranes and manuals [90].
The trends to enhance human safety, process efficiency and Selection of material handling systems and integration of them
reduce environmental impact stimulate the use of industrial with other components of manufacturing has been of interest to
robotics in the manufacturing industry. Industrial robots have been researchers over the past three decades. The body of literature in
used in a wide range of applications since 1965 [70] because of their material handling systems can be classified into three groups: stud-
ability to quickly, repeatedly and accurately perform operations ies concentrated on design and control of material handling systems,
[71]. Production flexibility, the ability to produce a large product studies focused on operations of existing systems, studies aimed at
variety, has been reported as one of the most important require- selection of appropriate handling systems.
ments for new robot applications [72]. The extensive application While there are a few studies that address the assignment prob-
of robots in manufacturing applications can also be attributed to lem (determining the set of handling operations which are served
an increase in labor costs and aging workforce, and the interest by each equipment type), the majority of the research tackled the
to avoid 3D (dirty, dangerous, and difficult) jobs in many applica- equipment type selection problem [90]. Analytical models, sim-
tions such as welding, material handling, painting, palletizing, and ulation, knowledge-based methods and hybrid approaches have
assembly [73]. Robots are also classified based on their complexity been developed to support the selection problem. To list a few,
and functionality [74]. Sujuno and Lashkari developed a 0–1 integer programming model
Many studies have investigated the design of industrial robots, to determine joint optimization of the equipment selection and the
their control systems, as well as their programming and software operation allocation in a flexible manufacturing system [91]. Chan
systems based on application necessity [75]. To list a few, Tarkian used an integration of an expert system with an analytic hierarchy
et al. [76] integrated multiple analysis tools, including a geometric process approach to select the most appropriate equipment type
model, a parametric dynamic simulation model, and an optimiza- [92]. Nadoli and Rangaswami [93] built a simulator to determine
tion model to design and optimize the automation capabilities of a the layout, vehicle control logic, and material flow of an automated
robot. Mandl et al. [77] also have formulated the design of a robot material handling system.
family applying multi-objective and mixed variable design opti- Additionally, research has focused on designing ergonomically
mization problems. An example of software development is the sound material handling systems [94]. Studies covering the oper-
work by Ding and Wang that presents a ground control station to ational aspects of MHE such as the flow path and the number
deal with the control requirements of a multifunction aerial robot of equipment will be discussed under ‘scheduling’ problems in
[78]. For more information on industrial robots, we refer the reader Section 3.2.
to the books by Hegde [79], Nof [80] and Hunt [81].
2.6. Storage and warehouse management system

2.4. Fixtures and jigs in assembly systems Introduction of new concepts such as just-in-time (JIT), lean
manufacturing (LM), and supply chain management (SCM) over
Jigs and fixtures are special work-holding tools that provide sup- the last two decades have forced many requirements on ware-
port for production and assembly operations. Fixtures could have house management systems (WMS) [95]. WMS consist of physical
significant influence on the total processing time by improving the infrastructure as well as tracking and communication systems
flexibility of manufacturing systems [82]. The design of a fixture is like mobile computers, barcode scanners, RFID, wireless systems,
influenced by the complexity of part sizes, shapes, machine tools, etc. The operations within a warehouse include goods receiving
and assembly and cutting tools [83]. Bakker et al. provided seven and shipping, and storage and delivering orders [96]. An optimal
classifications for fixture designs: modular fixtures, flexible pal- capacity of storage systems compatible with a flexible produc-
let systems, sensor-based fixtures, phase-change based concepts, tion system is necessary for the effective performance and cost of
chuck-based concepts, pin-type array fixtures and automatically manufacturing systems [97]. Techniques, tools and methods are
reconfigurable fixtures [82]. being developed to manage, control and optimize the operations
A review of the studies reported from 2010 to 2014 reveal the of storage systems, including the way the production processes
following topics in the fixture design and planning areas. One sam- are connected to the product storage as well as the distribution
ple study is listed for each topic. and delivery of goods. As production quantity and variety rise,
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 83

control, performance measurement analysis, demand modeling


and sales planning.
In this paper, operating rules and process planning aspects of
production systems are described under the following main cate-
gories:

• Production, inventory and resource planning.


• Scheduling and shop floor job assignment.
• Quality control, inspection, statistical quality control.

3.1. Production, inventory and resource planning

Fig. 2. The number of published studies from 1990 to April 2015 with the exact Production planning can be defined as the question of finding a
technology-related terms in their titles derived from Engineering Village. release plan for jobs over a planning horizon with the purpose of
maximizing profit [106]. It deals with determining how much and
the importance of applying automation technology in warehous- when to produce. Production planning has been mainly addressed
ing becomes apparent. The Automated Storage & Retrieval System as an optimization problem in the literature. To list a few studies,
(AS/RS) is a typical application of automation technology in mod- Yu et al. presented a nonlinear multi-objective programming model
ern logistics. AS/RS technology initiated in the late 1970s and its for production planning of mineral processing [107]. Alfares [108]
development continued over the years [98]. Zhang and Li, for exam- used an integer programming (IP) to model production planning
ple, proposed an intelligent control of material flow base on mixed of battery manufacturing in a mid-size company. Wang et al. pro-
wireless and wireline networks communication in an automobile posed a framework to support production planning optimization
sheet-metal blanking company [99]. Taljanovic and Salihbegovic while integrating with ERP (Enterprise Resource Planning) as the
have used agent-based modeling to identify the hardware and soft- information systems [109].
ware architecture required for integration of all subsystems in a A view of the various optimization models used in production
design of WMS [95]. Chen et al. [100] discussed the joint applica- planning shows the variation in the type of constraints included
tion of RFID technology and lean manufacturing which can result in the models ranging from industrial constraints such as produc-
in saving the total warehousing operation time by 87% [100]. tion capacity and inventory levels to labor constraints, which are
A review of relevant studies revealed that the research in WMS imposed by various labor laws. Limited use of overtime is an exam-
from 2000 to 2014 focused mainly on the following topics: ple of labor laws [110]. In addition, different planning objects such
as customer order, production task, purchase order and process job
• Storage allocation policy and lot sizing [96,101]. have been targeted [109]. A close look at the prior research reveals
• Warehouse automation ranging from communication and real- two challenges in this area: uncertainty in demand and variability
in manufacturing systems [106].
time location systems [102] to RFID technologies [103].
• Warehouse location, shape and capacity [104,105].
3.1.1. Demand uncertainty
The effectiveness of production plans is highly influenced by the
2.7. Section summary uncertainty in demand. For more than three decades, researchers
have been working toward better ways of planning production
Much research has emphasized both experimental and com- activities under demand uncertainty. While different stochas-
putational methods for understanding different elements of tic models have been developed to solve the planning problem
technology and equipment used in production systems. These [111,112], the synergy between simulation methods and optimiza-
methods are used in the performance of manufacturing processes, tion models has been recognized as a promising solution in a
design and development of materials, and mechanics of structure considerable number of studies [113,114].
as well as custom design and engineering of automation systems
that consider cost, performance and the feasibility of industry-scale 3.1.2. Variability in manufacturing systems
implementation. The formulation of production planning problems differs
As shown in Fig. 2, among the tangible elements of production depending on the type of manufacturing systems. Examples are
systems discussed in this section, manufacturing processes, fix- the work by Stecke [115] in flexible manufacturing systems [115],
ture and jigs and industrial robots have received most attention Raminfar et al. in Cellular manufacturing [116], Sadeh et al. in
in the literature. As new manufacturing processes such as additive Agile manufacturing [117], and Mehra et al. in complex sys-
technologies are coming to the market, the demand increases for tems composed of several work centers and multiple parts [118].
advanced manufacturing equipment capable of producing mechan- New management concepts and methodologies emerging into the
ical and electromechanical devices from micron to meters scales. manufacturing systems comprise new planning and scheduling
requirements. Concepts such as Just In Time (JIT), Manufacturing
3. Planning aspects: Operating rules and process planning Resource Planning (MRPII), Enterprise Resource Planning (ERP),
Lean, Agile, Leagile, and Kanban are among those concepts which
There are a variety of considerations beyond manufacturing create a demand for process planning not only at the factory level
infrastructure, equipment and hardware, including operating rules but also at the device, production line and enterprise (supply chain)
and process planning aspects of production systems. In this sec- levels.
tion we highlight and comment upon a number of key elements of
manufacturing decisions, planning and analysis. 3.2. Production scheduling and lot sizing
Process planning of manufacturing systems is not only limited
to the production planning, but it includes all aspects of a man- Scheduling problems deal with determining when and where to
ufacturing firm such as business planning, capacity planning, perform a set of tasks while making trade-offs between the impact
scheduling, inventory planning, procurement planning, quality of early or late completion of tasks [119]. Scheduling is defined as
84 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

the question of finding what to make using resources and equip- quality control activities traditionally performed by practition-
ment. Typically, there are n jobs to be processed on m machines. A ers are becoming automated [138]. Not only the collection of
schedule allocates each job to each machine over time and deter- quality-related big data has been facilitated through equipping
mines the sequence of operations based on decision criteria such as manufacturing systems with hundreds of sensors, but also the anal-
earliest due dates or minimizing the sum of weighted completion yses (e.g., process parameters shift detection and prediction) have
times [120]. been becoming automated using new analytical methods such as
Similar to manufacturing systems, different classifications can neural networks and computational algorithms.
be provided for production scheduling problems. From a produc-
tion point of view, Ribas et al. [121] categorized studies into parallel 3.4. Section summary
machine scheduling (PMS), where the key decision is the job alloca-
tion to machines, and flow shop scheduling (FSS), where the main The overarching goal of studies that targeted soft aspects of
decision is the sequence of the jobs. manufacturing was mainly planning, control and design of oper-
In addition to sequencing, lot sizing problems have been exten- ations. Various analytical and computational methods have been
sively covered in the literature. Sox et al. [122] identified two lines developed with the aim of facilitating material flows, production
of research, including studies that use continuous time models rec- planning, scheduling, and monitoring of manufacturing processes.
ognized as an Economic Lot Sizing and Scheduling Problem (ELSP) As new mfg. technologies (e.g., data-enabled technologies) come
and studies employing discrete time models identified as Capaci- to the market, new planning activities need to be adapted to take
tated Lot Sizing problems. The main purpose of an ELSP problem advantage of the capabilities of new technologies and incorporate
is to determine the lot size and sequence of lots while minimizing those capabilities with the design, planning and control of opera-
setup and inventory costs. There is often a trade-off between setups tions.
costs and inventory costs. If production runs in large batches, the
setup cost can be minimized, while inventory cost increases. In con-
4. Taxonomy of manufacturing systems
trast, small batches will result in lower inventory cost and higher
setup cost [123].
A review of manufacturing policies, strategies, technologies and
According to Karimi et al. [124], features such as: planning
management concepts reveal different classifications for manufac-
horizon (short-term vs. long-term), number of operations (single-
turing systems.
level vs. multi-level), number of final products, resource constraints
From the technology perspective, the evolution of automation
(capacitated vs. incapacitated problems), and demand (static vs.
tools and advanced technologies in production systems can be
dynamic) impact classification and modeling of lot sizing problems
described as Computerized Numerical Control machine (CNC),
[124].
Computer Aided Manufacturing (CAM), and Computer Integrated
In terms of computation times, scheduling problems are either
Manufacturing (CIM). CIM was introduced as a concept in 1973 and
polynomial solvable or NP-hard. A wide range of techniques has
is defined as the full integration of information technology with all
been offered to solve scheduling problems. Studies can be classified
manufacturing processes [139]. Fig. 3 depicts different components
based on their solution methods into: mathematical models result-
of CIM.
ing into optimal solution [125], heuristics methods [126], hybrid
From the production philosophy perspective, manufacturing
approach [127], simulation [128], expert systems [129], dispatch-
systems are recognized under Lean Manufacturing, Agile Manufac-
ing rules [130], neighborhood search [131], and artificial neural
turing and Leagile Manufacturing.
networks [132].
Lean manufacturing is concentrated on elimination of waste and
While early research on scheduling concentrated on determi-
non-value added activities as much as possible [140]. The focus is
nistic models, recent studies have addressed the problem in the
on elimination of seven types of waste: transportation, inventory,
face of uncertainty. Demand [133] and processing times have been
motion, waiting time, over production, over processing and defects
considered to be the main sources of uncertainty [134]. Stochas-
[141]. Lean manufacturing also uses just-in-time strategies where
tic optimization is a very common approach in the literature to
products are delivered in small quantities and have short lead times
handle scheduling under uncertainty [135]. Li and Ierapetritou
[142].
[136] divided scheduling programming models into two groups of
While the lean system is defined as a system with minimum
two-stage or multiple-stage programming and chance constraints
waste, an agile production system is recognized as a system with
programming approach. Beside the probability-based stochastic
capability to meet the rapidly changing demand of the market both
optimization approach, there are studies that handled the sched-
in terms of the volume and variety of products [143]. The agile
uling optimization through non-probabilities treatment methods
system is fairly compatible with make-to-order strategy, where the
such as fuzzy set approach [134]. For more information on sched-
uling problems, we refer readers to the following review papers:
[121] and [124].
Software Market and Planning
3.3. Quality control CAD/CAE: Computer Information:
Aided Design/Engineering ERP: Enterprise Resource
Planning
Quality in manufacturing systems has been studied from dif- MRPII: Manufacturing
ferent aspects such as product inspection, quality control, quality CAM: Computer Aided
Manufacturing Resource Planning
management and quality assurance. The most common definition
of quality is the one provided by Genichi Taguchi, the father of
CAPP: Computer Aided Hardware:
Japanese quality control, as the minimum variation in the process Production Planning
[137]. Statistical quality control makes the use of control charts to Automated Machines
monitor the output of manufacturing processes, identify unnatu- CAQ: Computer Aided
Control Systems
ral variations in the measurements, and specify their assignable Quality
Material Handling Systems
causes. Storage Systems
With the widespread application of advanced manufactur-
ing, cutting-edge technologies, automation and computation, the Fig. 3. Elements of Computer Integrated Mfg. (CIM) Systems.
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 85

Low High Demand


Responsiveness
Engineer- Make-to- Make-to- Assemble- Make-to-
to-Order Order Forecast to-Order Stock Machine 1 Machine 2 Machine n
High Low
Customization CON WIP
Demand
Fig. 4. Comparison of various production strategies in terms of customization and
responsiveness (modified from [146]).

Machine 1 Machine 2 Machine n


system is flexible enough to act as fast as possible in the case of a
change in market demand. KANBAN
However, managers are often under pressure to be both market-
responsive and low cost; to be both lean and agile [144]. This system Demand
is identified as a leagile system. The main idea is to position a decou-
pling point and use a different paradigm (lean or agile) on each side
of this point. A decoupling point is an inventory buffer to meet the Machine 1 Machine 2 Machine n
discrepancy between actual demand and the sales forecast. In leag-
ile supply chain, the downstream acts based on the agile concept to BASE STOCK
respond as quickly as possible to a volatile market demand, while
Fig. 5. Schematic view of information and material flows in three control modes in
the upstream follows the lean concept [145]. pull production systems (modified from [150]).
From the inventory control perspective, different production sys-
tems are identified such as ‘Engineer-to-order’, ‘Make-to-order’,
Table 2
‘Make-to-forecast’, and ‘Make-to-stock’. Meredith and Akinc [146] Types of machining systems (summarized from [155]).
compared these production inventory control strategies in terms
Type of machining Tooling and Economic production
of responsiveness and customization (Fig. 4). According to Mather
systems automation objective
[147], customization and responsiveness is regarded as tradeoff
DMS: Dedicated Fixed tooling One specific part type
between consumer and manufacturing lead times.
machining system
Based on the production control strategies, manufacturing sys- FMS: Flexible Fixed hardware, fixed A part family
tems are classified as push, pull, or hybrid push/pull systems. Pull machining system but programmable
systems are based on the make-to-order strategy where parts are software
pulled from suppliers based on the actual demand, while push sys- RMS: Reconfigurable Reconfigurable Flexibility in a family
machining system software and hardware part in response to
tems push products to retailers based on forecast demand with the
changes in technology
assumption that they will be sold [148]. Push systems are recog-
nized by Material Requirements Planning (MRP) and pull systems
by Kanban controlled systems [149]. Zheng et al. discuss three con- Based on the types of machining systems, three types of manu-
trol modes for pull production strategy [150]: facturing systems are identified (Table 2) [155]:

• CONWIP: Constant work-in-process method which is a combina- • Dedicated machining system.


tion of pull and push strategies. • Flexible machining system.
• Kanban: Aims to minimize WIP and manufacture only parts • Reconfigurable machining system.
which are needed downstream.
• Base Stock strategy is based on the concept that each machine
Fig. 6 provides a multidisciplinary representation of the taxon-
has a certain number of WIP. omy of mfg. systems from six different perspectives discussed in
this section. Each row represents a specific view point standing
A schematic view of these three production control strategies is alone by itself. For example, from production philosophy perspec-
shown in Fig. 5 using system dynamics representation. Production tive, mfg. systems spectrum are categorized under three classes of
strategies that combine both push and pull concepts known under Lean, Agile and Leagile, while from the inventory control standpoint,
hybrid control systems have been well discussed in prior studies mfg. systems are classified into four categories of Make-to-Stock,
[151,152]. Make-to-Forecast, Assemble-to-Order and Make-to-Order. The
Based on the production layout, manufacturing systems can be chronological list of categories in each row depicts the evolution
categorized into two groups: of these themes over time.

• Single Station Manufacturing Cells. 5. Design for manufacturing


• Group Technology and Cellular Manufacturing System (CMS):
CMS is an application of group technology aims at reducing inven- Design for Manufacturing (DfM) is defined as the application
tory, work in process and setup time. In CMS parts are grouped of manufacturing information at the early stage of design [156].
into families based on similarities such as tolerance, shape, and There are studies in the literature looking at performance meas-
manufacturing operation and then they are assigned the same ures as well as manufacturing cost of a design. Specifically, DfM
manufacturing cell. Furthermore, CMS focuses on layout design is becoming popular in the semiconductor industry. Holden devel-
to arrange machines, tools and equipment on the shop floor in oped a cost model to estimate the cost of printed circuit boards
the most efficient way to improve manufacturing performance based on the manufacturing yield [157]. Webb [158] showed that
in terms of lead time, material handling cost, throughput time, the joint optimization of poly layer and manufacturing parame-
and so on [153]. Depending on the changes in market demand, ters of 45 nm process in the semiconductor industry can result in
two types of cms can be considered: dynamics and static [154]. a high yield process while maintaining Moore’s law. Cheng [159]
86 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

Computerized Computer Aided Computer


Numerical Control Manufacturing Integrated
Informaon machine (CNC), 1940s (CAM), 1960s Manufacturing
Technology
Lean Mfg. Agile Mfg. Leagile Mfg.
Producon 1980s 1995 1999
Philosophy
Push Systems: Pull Systems: Hybrid Push/Pull
(e.g., Material (e.g., Just in Time, Kanban
Producon Control Requirements Planning, 1953, CONWIP, 1990)
Strategy

Make-to-Stock Make-to-Forecast Assemble-to-Order Make-to-Order


Inventory Control
Strategy
Single Staon Group Technology, Cellular Manufacturing
Manufacturing Cells Systems, 1925
Producon Layout

Flexible Machining Reconfigurable Machining


Dedicated Machining
Machining System System System, 1990s
System
Configuraon

ASPECTS Time

Fig. 6. Classifications of manufacturing systems.

discussed DfM principles in the design of Integrated Circuit (IC) in Hu et al. [173] introduced an approach for considering two man-
nano-CMOS (complementary metal-oxide semiconductor) chips. ufacturing constraints, namely the volume and processing time
A broad range of manufacturing methods have been presented while determining the design of heterogeneous objects (optimal
under Design for X. Examples are Design for Assembly (DfA) [160], material and build direction) in ultrasonic consolidation processes
Design for Quality (DfQ) [161], Design for Packaging (DfP) [160], within rapid prototyping technologies. Rosen [174] discussed the
Design for Resilience [162], Design for Environment (DfE) [163], limitations of conventional manufacturing processes on fabricating
Design for Sustainable Manufacturing [164] and Design for Addi- geometrically complex designs and the micro-scale issues asso-
tive Manufacturing (DfAM) [165]. Mottonen et al. [166] conducted ciated with variations and materials structures. Bin Maidin et al.
20 interviews with all DfX and top managers of an ICT company [175] created a database of design features to support DfAM. The
to identify the main challenges toward full implementation of DfM effectiveness of the suggested database of AM design features has
principles. Insufficient utilization of standards, complex organiza- been tested through some user trials. Seepersad [176] discussed
tional structure, and inaccurate formulation of requirements into the existing barriers associated with DfAM. Designers’ cognitive
data are among the points mentioned by respondents. tendency to traditional design thinking, limitation of current CAD
As Advanced Manufacturing Technologies (AMT) become tools in representing AM parts, poor integration of CAE tools with
important due to the need for high-value low-volume products, simulation-based techniques, inefficiency of current topology opti-
recent studies started exploring design for advanced manufac- mization and computational methods are among those challenges.
turing concepts. Hamidi and Farhmand [167] provided a list of
principles and process specifications and capabilities to create a
5.1. Section summary
common language between designers and production engineers.
Pierson and Singh [168] discussed process capability in terms of
Various studies on Design for X methods have been suggested
cost and introduced a bar feeder technology as a step toward
where X is either a specific domain (e.g., additive manufacturing)
adding a high degree of automation into CNC machines. Kwon and
or a specific functionality (e.g., manufacturability). Future design
Wu [169] looked at the quality aspect of advanced manufactur-
research should be focused on development of new modeling tech-
ing and conducted an empirical study to show the application of a
niques and algorithms, and further taking advantage of newly
touch probe as an appropriate tool for real-time quality inspection
developed information and communication technologies such as
compared to using coordinate measuring machines. According to
immersive visualization, data mining techniques, human computer
Maldonado et al. [170] while advanced manufacturing technolo-
interactions, cloud computing, and data mining to support the
gies have improved the process capabilities in terms of cost, speed
design [177].
and precision, the human factors and ergonomic aspect have not
received enough attention. They suggested an axiomatic design
approach to evaluate the ergonomic aspect of AMTs. 6. Remanufacturing
Among AMT models, Additive Mfg. has been the focus of recent
research. Ponche et al. [171] defined a three-step methodology Environmental regulations, consumer interest in green prod-
to define both design requirements and process constraints in a ucts, scarcity of resources, and potential profitability of salvaging
Design for Additive Manufacturing (DfAM) concept. The main idea operations have motivated manufactures to consider remanu-
is to consider the capabilities and limitations of AM technology facturing as part of their business models. Lund [178] defined
at the design stage. AM has changed the way we manufacture as remanufacturing as “the process of restoring non-functioning, dis-
well as the way we design. Adam and Zimmer [172] provided a carded, or traded-in products (cores) to like-new performance.”
set of design rules based on geometry of products for three pro- Economic profitability of recovery operations, legislation and envi-
cesses, namely Laser Sintering, Laser Melting and Fused Deposition ronmental concern such as preserving the embodied energy of
Modeling. These rules can be generalized to other AM processes. original production are among the drivers of remanufacturing.
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 87

Table 3 number of returns. Xerox, producer of electrical and electronic


Basic difference between manufacturing and remanufacturing systems.
products and a Swedish company offering baby strollers are exam-
Manufacturing Remanufacturing ples of OEMs adopting leasing policy [181]. Shi and Min [182]
Basic life cycle stages Design, sourcing Disassembly, sorting, modeled the volatility of remanufacturing cost and conducted a
materials, production, inspection, cleaning, series of sensitivity analyses to determine the cost effective reman-
assembly, quality refurbishment, ufacturing timing in a leasing contract. In addition to selling service,
control reassembly, quality there are studies focusing on integrated manufacturing and reman-
control
ufacturing systems in which companies employ hybrid business
Patterns in input Known quality and Uncertain quality and
quantity quantity models using economic and environmental benefits offered by
Process time Fixed Highly variable remanufacturing. Naeen et al. [183] developed a dynamic program-
Production volume High volume/low Often low volume ming model to solve a lot-sizing problem on the number of products
volume
should be manufactured or remanufactured. Mahapatra et al. [184]
Patterns in output Known quantity and Uncertain quantity and
quality quality used mixed integer linear programming model to show changes
Inventory cost Often low cost High cost in production rate based on the heterogeneity in the quality and
Inventory planning Market driven Waste stream and uncertainty in quantity of returns.
approach approach market driven
approaches
Man-machine Machine driven Labor intensive 6.2. Production, scheduling and inventory planning of
production remanufacturing systems
Industrial pollution High pollution Less pollution
Investment High investment Less investment
Economy model Linear Circular Zhao [185] and Guide [186] characterized the way produc-
Production Scale, size Small scale Larger scale tion planning in remanufacturing is different from manufacturing
through several factors such as quantity and timing of returns, no
correlation between demand and returns, and uncertainty in disas-
Various studies describe characteristics that differentiate sembly time, production lead time and manufacturing rate due to
remanufacturing from manufacturing systems. Table 3 provides a the fact that incoming returns are of different conditions and qual-
comparison of these two industries. ity. A considerable number of studies have been focused on finding
Beginning with investigating the environmental relevance of better ways of production and inventory control planning in the
remanufacturing and its connection to product design [179], remanufacturing industry and consider uncertainty to be an impor-
research in remanufacturing expanded to consider remanufac- tant factor. In general, production planning in remanufacturing has
turing as a business model and develop techniques that allow a been handled as an uncertain optimization problem. Jing et al. [187]
remanufacturer to manage and control often uncertain business used robust optimization to solve the problem where they modeled
operations. Recent research in remanufacturing is explored under the uncertain number of returns and demand using a set of sce-
the following categories (Fig. 7): narios with specific probability. Doh and Lee [188] developed a
production planning optimization model to assist remanufacturers
• Business models for product remanufacturing. in answering questions about the number of disassembled prod-
• Production, scheduling and inventory planning. ucts, number of components to be purchased or disposed of and the
• Determination of recovery options. number to be reassembled. Besides optimization, simulation mod-
• Environmental and cost analyses of remanufacturing operations. els have been developed to support production planning. Li et al.
• The applicability of remanufacturing to product design. [189] applied a hybrid simulation based optimization methods to
• Industrial case studies. determine the optimum number of production, inventory capac-
ity and stock level, and production capacity and workforce level.
6.1. Remanufacturing business models Wang and Murata [190] used system dynamics simulation models
to investigate the long-term effect of capacity planning strategies.
The need for increasing core competency, regulatory pressure to Turning to inventory control planning, Chung and Wee [191]
reduce environmental impact, and the need to reduce production developed a model to determine the optimal replenishment policy
costs have resulted into new business models based on capabilities in an inventory control system for remanufacturing of short life-
that remanufacturing offer to companies. One example is shifting cycle products. Inventory holding cost, technology evolution and
from selling products to leasing and business model based on sell- the ratio of remanufactured products are listed as the main factors
ing service [180]. In leasing contracts, consumers do not have the affecting inventory planning. Van der laan et al. [192] discussed
ownership of the products and OEMs can control the timing and the inventory related impact of remanufacturing and compared the

Product Design and Remanufacturing Production Planning, Inventory Environmental and Economic
Planning and Scheduling Analysis
• Design for X: disassembly, modularity, considering sources of uncertainty: • Economic profitability and size of
recycling, reassembly, reuse remanufacturing industry
• Disassembly sequence planning • Quantity and quality of returns
• Timing of returns • Life cycle assessment and
• List of design principles
• Remanufacturing operations environmental burden

Decision Making on Best Recovery Options Business Models


• Quantification of changes in components • Selling service and leasing
value over time • Integrated mfg. and remfg.
• Optimal end-of-use option systems

Fig. 7. Research fields in remanufacturing.


88 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

traditional pull and push systems without remanufacturing with a are examples of design efforts. Among DFX methods, research
controlled hybrid system in which both manufactured and reman- in design for disassembly has developed rapidly. Methods have
ufactured products are used to respond to market demand. been suggested for minimizing disassembly time, defining the
most efficient disassembly sequence [209], reducing disassembly
6.3. Determination of recovery options cost through product modularity [210], and disassembly sequence
planning [211].
Alongside work focused on product design, there are studies
developing decision tools that help in determining the best end-of- 6.6. Session summary
use options for take-back products. To name a few studies, Kumar
et al. [193] discussed that the choice of recovery option depends Traditional views to a circular economy, including many of those
on consumers’ perceptions on product value. They developed a in the Design for X domain, largely focus on improvement of end-of-
method to quantify the perceived value by users based on the pipe recovery activities such as disassembly and recycling, but fail
changes in product value over its lifecycle. Jun et al. [194] quanti- to comprehensively consider the complete pathway of a product
fied the cost of a recovery option based on the quality and product and the business opportunities that exist early on at the end-of-
degradation and developed a multi-objective algorithm to select use stage. Although recycling and remanufacturing have received a
the best end-of-life option. Behdad et al. [195] used a stochas- lot of attention in the circular economy domain, the circular econ-
tic model to determine the level of disassembly for a returned omy has moved beyond simple material recovery [212]. The true
product and the most profitable fate for the resulting subassem- success of a circular economy depends on new business models
blies considering uncertainty in the number of returns. Mashhadi that extract the actual value that is still embedded in a product.
et al. [196] determined the best EOU option considering the uncer- Examples of these business models are: selling high quality long-
tainties in quantity, quality and market demand for refurbished lasting products, selling a combination of short-lived and durable
products. Mangun and Thurston [197] evaluated a case study of per- products, and selling service rather than products. The success of
sonal computers and concluded that establishing a leasing program these business models depend on many factors ranging from effi-
and selling service instead of products could benefit manufacturers ciency of supply chain and brand reputation to product design
since they can control when products are taken back. strategies. Appropriate design strategies such as design for ease of
Inadequate standards for product recovery, rapid changes in repair and design for product durability have broad business impli-
product technology, lack of assessment tools to identify reman- cations in an economy. One of the most pressing areas of research
ufacturability of used items, and unwillingness of consumers to in need of exploration is the connection between business mod-
purchase refurbished items are among barriers to appropriate end- els and design-for-remanufacturing strategies. The possibility of
of-use product remanufacturing [198]. adopting design-for-remanufacturing strategies in a business con-
text and the associated consequences on business profitability has
6.4. Environmental and cost analyses of remanufacturing remained largely unexplored [213].
operations
7. Environmentally conscious manufacturing and
Lund and Huaser [199] provided a report on the economic sustainable manufacturing
profitability and size of the remanufacturing industry in the US
economy. Sutherland et al. [200] compared energy savings of Sustainable manufacturing aims to create and distribute innova-
remanufacturing vs. manufacturing of heavy equipment engine tive goods that: minimize usage of resources (mfg. process inputs),
components. Sima and Wang [201] used the industrial cluster the- and remove unnecessary process outputs, including waste, toxic
ory to explain the role of the remanufacturing industry in the materials, CO2 emissions over the product lifecycle [214]. Different
growth of regional economy. Skerlos et al. [202] discussed the analysis methods, energy and material reduction efforts and even
effect of offering remanufactured cellphones in the global market transportation and packaging systems have been implemented in
by considering the characteristics of markets in both developed sustainable manufacturing. Perhaps the term ‘sustainable business’
and developing countries. They concluded that although remanu- is a better descriptor of this system than ‘sustainable manufactur-
facturing processes result in less environmental impact as opposed ing’ since efforts toward reduction of environmental impact and
to original production, the remanufacturing industry may bring improving the economic and social impacts through the entire life-
more environmental burden to the telecom industry due to other cycle of the product is a business-wide effort where manufacturing
limiting factors such as transportation infrastructure and technol- is just one important step of it.
ogy of energy grid issues. Dornfeld et al. made a clear distinction between green man-
ufacturing and sustainable manufacturing in which sustainable
6.5. Remanufacturing and product design manufacturing meets the requirement of the triple bottom line of
environmental, social and economic factors, while green manufac-
It is known that the specific requirements for product recov- turing targets environmental and social factors. Table 4 provides a
ery can be addressed through effective product design. Mabee summary of different types of manufacturing paradigms in terms
et al. [203] provided a list of design attributes and criteria in of the three pillars of sustainability [215].
five categories of the remanufacturing process, namely disassem-
bly, sorting, cleaning, refurbishment and reassembly to assess
Table 4
remanufactureability of design alternatives. Okumura et al. [204] Categorization of mfg. systems based on three pillars of sustainability (summarized
developed an optimization model to determine the physical life from [215]).
span of a reusable component. Jukun et al. [205] discussed the
Sustainability aspect covered
importance of material selection to promote remanufactureability
and suggested designers should use assessment methods to eval- Environmental Social Economic
uate materials based on service life, recoverability, environmental Green mfg. X X
impact, economy and separateability. Lean mfg. X X
Design for X methods such as design for disassembly [206], Mass mfg. X X
Sustainable mfg. X X X
reuse [207], remanufacturing [208], recycling and reassembly
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 89

Table 5 Girubha discussed the application of a fuzzy-based Multiple Cri-


steps toward becoming a sustainable enterprise (summarized from [216]).
terion Decision Making (MCDM) method in a sustainable material
Features of a sustainable business selection problem. Reich-Weiser and Dornfeld [224] employed an
Economic Input Output Life Cycle Assessment (EIOLCA) method to
1 Zero waste to the earth’s biosphere. This includes elimination of any
types of waste and rework compare four modes of transportation: water freight, rail, trucking,
2 Benign emissions: elimination of any organic and inorganic extraction and air freight in terms of environmental impacts as a step toward
from the earth’s lithosphere. This means preventing toxic substances sustainable supply chain.
to enter the factory processes in the upstream
Although various sustainable manufacturing practices have
3 Renewable energy sources including solar, wind, hydrogen fuel cells,
biofuel and geothermal been implemented by industry, a limited number of detailed
4 Closing the loop: use of recycled rather than virgin materials and published cases are available in the research community [225].
different end-of-use options such as reuse, remanufacture, recycle, Despeisse et al. selected 83 cases of practical applications of sustain-
and refurbishment able concepts released by books and environmental organization
5 Efficient Transportation
websites. They further narrowed down the number of cases to 20
6 Investment in society (e.g., education)
7 Redesign of commerce, new business lines (e.g., selling service rather sufficiently detailed practices, where they identified the practice
than products) improvement focus for each case. The focus of practices includes
energy use, air emissions, water use, waste water, material use,
Although the manufacturing industry has a number of drivers and material waste. In addition, they categorized cases based on the
(e.g., regulation, consumer interest toward green products, and geographical origins, where North America, Europe and Africa are
process improvement) motivating it toward green efforts, manu- among the regions with the highest number of reported sustainable
facturers still face a number of challenges. High investment cost, a practices, respectively.
long pay back capital time, current technological limitations, lack Various Key Performance Indicators (KPIs) and metrics have
of decision support tools, lack of appropriate metrics, lack of infor- been developed over the past decade to enable evaluation of indus-
mation, especially in small and medium size companies, and lack trial sustainable practices [226]. Metrics are often categorized
of a standard environmental impact assessment tool are among the under the triple bottom line: environmental, economic and social
barriers to sustainable systems. performance. Amrina and Yusof [227] suggested a list of 41 KPIs
The focus on sustainability has encouraged more research that for the automotive industry. The amount of emissions, resource
addresses sustainability principles. Ray Anderson has outlined utilization and waste categories are listed under environmental
seven main steps (listed in Table 5) that companies can take to performance. Quality, cost, delivery and flexibility measures are
become a sustainable enterprise. He called that enterprise a “Pro- for evaluation of economic performance and measures related to
totypical Company of the 21st Century” [216]. employees and suppliers are for social performance. Life Cycle
In addition to strategies, a significant number of standards have Assessment (LCA) methods and software tools often are used to
been provided over the last two decades to facilitate development calculate environmental impacts. Table 6 provides examples of
of sustainable solutions. Rachuri at al. [217] listed a summary of metrics in each aspect of sustainability. There are some metrics
them, including but not limited to, Energy Star, End of Life of such as the amount of pollutants and emissions that cover several
Vehicles (ELV), Waste Electric and Electronic Equipment (WEEE), aspects of sustainability and they can be fitted under more than one
Restriction of Hazardous Substances directive (RoHS), Institute of category.
Printed Circuits, National Science Foundation, and ISO standards. According to Zhang et al. [230], sustainable manufacturing
Recent research has focused on discussing the role of technol- assessment requires system thinking approach in all three levels
ogy on sustainability. Chertow [218] described different variants of operations, facility and enterprise. Decision makers in sustain-
of the IPAT equation used over the past 30 years. IPAT equa- able manufacturing should consider complex interactions of many
tions aim to define Impact as a function of several forcing factors, factors including system variables and human behaviors. They sug-
including Population, Affluence and Technology. Although the tra- gested a conceptual model for using system dynamics as a tool for
ditional IPAT models define Impact as a multiplication of P × A × T, assessing the impact of sustainable manufacturing efforts. For more
recent researchers believe that multiplication implies the indepen- information on sustainable manufacturing literature, we refer the
dence of these forcing factors. However, these are not independent reader to the review paper by Haapala et al. [231].
[219]. Chertow [218] concluded that there was a shift in envi-
ronmentalism’s view toward the role of technology in sustainable 7.1. Session summary
development. Waggoner and Ausubel [219] considered technology
as efficiency with emission/energy as dimension where producers The manufacturing phase is often a major contributor to the
act on using technology and quantify the impact of changes in tech- overall environmental impacts of many product lifecycles. Increas-
nology by the amount of emissions. ing use of new technologies introduces new sources of uncertainty
In addition to technology, sustainability has other enablers such in material flows and environmental impact assessment models.
as education as presented by Garreti and Taisch [220], and ethics Advanced manufacturing technologies such as additive manu-
and accountability as suggested by Molamohamadi and Ismail
[221].
Table 6
The interest in sustainable mfg. has encouraged a lot of research
Examples of KPIs for sustainable manufacturing (gotten from [227–229]).
in the development of decision-making tools, metrics and sus-
tainability measurement systems. According to Despeisse and Category Examples
Vladimirova [222], OEMs do not fully incorporate the non-financial Economic Net present value, Life cycle costing, Total cost of
aspects of sustainability in their decision making. Therefore, they ownership, Product reliability, Cycle time, Process
are missing some improvement opportunities due to their con- flexibility, reuse rate
Social Equity, Ethical consideration, Labor development and
centration on short-term economic-based decision making rather welfare, Employees turnover rate, Training, Employees
than long-term decision making based on all three dimensions of health and safety, Supplier commitment, Consumer
sustainability. Yuan et al. [223] suggested an evaluation technique satisfaction
using three components – technology-energy-material – with the Environmental Emissions, Wastes, Energy consumptions, Land used,
Global warming potential (GWP), reuse rate
aim of creating strategies for pollution prevention. Vinodh and
90 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

facturing, energy harvesting technologies, new technologies for and Statistical Process Control (SPC) are among the techniques
printed electronic, nano-particle enable technologies, and new suggested for real-time monitoring of operational performance of
technologies for metal extraction may bring improvements but sig- manufacturing systems.
nificant data gaps avoid clear-cut evaluation of newer technologies. Fig. 8 provides an overview of three different research directions
Further, while environmental indicators such as energy and cli- identified in manufacturing data analytics and the new manufac-
mate impacts have been extensively studied, other indicators such turing paradigms and concepts generated from them.
as toxicity, human health and water footprint have received less The application of data analytics to improve manufacturing
attention. operations ranging from data analysis in the warehouse [242],
development of a manufacturing performance dashboard [243],
and price optimization based on data mining of consumer prefer-
8. New manufacturing paradigms originated form data ence [244] to predictive models for power consumption [245] and
analytics data mining techniques for suppliers’ selection [246].
Poor quality data [247], lack of a holistic database that integrates
8.1. Smart manufacturing, smart supply chain, data analytics in both operational and decision-making data [242], and lack of anal-
manufacturing ysis models [248] are among the current data-related challenges in
manufacturing systems.
The use of data analysis to improve the performance of manu-
facturing systems has been extensively considered in the literature. 8.1.1. Data visualization
In fact, data modeling and analysis are an integral part of almost Visual representation of data and knowledge has been reported
any data-driven decision making. The advanced manufacturing sys- in many studies as an important method for supporting decision
tems equipped with hundreds of sensors facilitate collection of a making.
huge amount of data known as big data and provide opportunities Various tools and techniques ranging from iconic displays to 3D
for enhancing the performance of manufacturing processes. displays and Immersive Computing Technologies (ICT) have been
However, big data technologies are shifting from data collec- developed to support data visualization [249]. For example, Shao
tion to data analyses and outcome. According to Deutsch [232], et al. used simulation and modeling techniques to develop a pro-
data analytic models are growing at a slower rate compared to data totype data validation system [250]. Pantförder and Vogel-Heuser
collection infrastructure-centric technologies. Zhu et al. [233] pro- [251] conducted a study to evaluate if the type of data visualiza-
vided a comparison of big data of cloud manufacturing and data tion (2D vs. 3D) has any impacts on the operator’s reaction time in
collected from traditional manufacturing in several aspects such as detecting defective conditions. Thron [252] developed a software
data management (scattered management vs. centralized manage- visualization tool added to the ERP system to show the work-in-
ment), variety of data (limited type vs. various types), and value process quantities in production systems to facilitate scheduling
(low utilization vs. integrated value mining). activities.
Research in data mining and knowledge discovery tech- In addition to data visualization techniques, establishment of
niques has developed rapidly in recent years, where many various Virtual Reality (VR) technologies such as desktop sys-
knowledge-extraction algorithms have been proposed specially by tems, head mounted display, and CAVE systems led to widespread
non-engineering researchers [234]. These algorithms cover a wide research in the area of VR applications to improve product devel-
range of disciplines, including machine learning techniques, statis- opment and manufacturing planning [253]. According to Sung and
tical analysis methods, artificial intelligence, and data visualization Ou [254], all groups of engineering tasks within manufacturing sys-
techniques [235]. Data mining techniques can be classified into two tems, including design, implementation and operational activities
groups of discovery techniques and predictive techniques. While can benefit from advances in VR technologies. Seth et al. [89] dis-
the focus of discovery techniques (e.g., clustering, link analysis, etc.) cussed the potential of VR in considering human motions in the
is to capture patterns inside a dataset, predictive techniques (clas- time and cost of assembly operations. Berg et al. [255] showed the
sification, association rules, case based reasoning, artificial neural application of VR for assembly and disassembly process training.
networks, etc.) aim to identify the connection between a set of Behdad et al. [256] discussed a framework in which VR would create
variables and a target variable [236]. Further, a large number of synergy between descriptive and normative decision-making tools
applications have been reported for data mining in different man- to facilitate disassembly sequence planning under the operator’s
ufacturing levels. To name a few, Mazlan et al. [237] used data cognitive biases.
mining to determine the success rate of starting up a new business
in a particular region based on demographic data and economic 8.2. Social manufacturing
factors such as GDP. Stockton et al. [238] employed data min-
ing to develop a new cost modeling technique for manufacturing Manufacturing systems capable of handling, processing and
operations. Wang et al. [239] provided a review of data mining manipulating a huge amount of data are recognized as smart manu-
applications, including failure evaluation, quality control, safety facturing systems [245]. For more than several decades, researchers
analysis, capacity planning and engineering design, where appli- have been focusing on better ways of collecting data and developing
cation of data mining in semiconductor industry was listed as the big data infrastructure technologies. In addition to sensor technolo-
most common application. The focus of the research so far is not gies, other options such as Enterprise Resource Planning (ERP) and
just on data mining techniques but also on the stages before and Manufacturing Execution Systems (MES) are used for data collec-
after data mining, including data collection, processing, cleaning, tion [257]. The most recent studies in line with data collection tech-
transformation and decision making based on data. nology are focused on the development of cloud service platforms
The value of data collection and analysis depends on how much [233]. Cloud computing is known to have a critical role in trans-
decision support they provide [240]. Although the progress in data forming the manufacturing industry [258]. The application of intel-
mining algorithms is impressive, the progress in decision making ligent service terminals and cloud technology is especially impor-
using knowledge derived from those algorithms is not significant tant as ‘social manufacturing,’ a novel manufacturing paradigm in
[234]. While data mining facilitate identification of patterns and apparel and fashion industry, started receiving attention. The term
trends in the data, tools are needed to harness the full potential of ‘social manufacturing’ was coined by Professor Feiyue Wang in
the available knowledge [241]. Data Envelopment Analysis (DEA) 2012 where it represents a system in which consumers are fully
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 91

Three Research Directions in Big Data Technologies

Data Collection and Security Data Analytics Decision Making Techniques


Technologies:
Data Analysis Data Envelopment Analysis
Barcode systems
Data Mining Data Visualizaon
Sensors, RFID
Data Integraon Stascal Process Control
Portable computers, GPS, etc.
Both human-generated and Performance dashboard
Social networks machine-generated data

New manufacturing paradigms:


Smart Mfg. Cloud Mfg. Social Mfg. Knowledge Responsive Cyber-Physical
driven Mfg. Mfg. System-based Mfg.

Fig. 8. Three main research directions in big data technologies: shift from data collection to data analytics and decision making.

involved in production. Recent progress in information technology, manufacturers can reconfigure and adjust the uncertainty in their
3D printers and cloud technology are making social manufacturing material flows by renting manufacturing resources from cloud
a reality [259]. The information that consumers put online impacts providers without purchasing new resources permanently. Wei and
all the supply chain and manufacturing activities. Liu [268] and Lin and Chong [269] also solved the resource alloca-
tion problem in CMfg. applying ant colony optimization and Genetic
8.3. Cloud manufacturing Algorithm, respectively. Gao et al. discussed the trustworthy net-
work between service consumers and service providers and system
Another manufacturing paradigm generated as a result of cloud
security as a critical factor in successful implementation of CMfg
computing technology is Cloud Manufacturing (CMfg). The term
[270]. Investigation of new service-oriented business models [258]
cloud manufacturing first was coined by professor Li Bo-hu in
and energy-saving approaches toward green manufacturing [271]
2010 [260]. CMfg is a service-oriented model that makes physically
has been the focus of third group of studies.
distributed resources and abilities controlled by different parties
available to the enterprises that need those resources through 8.4. Cloud-based remanufacturing
a logically centralized cloud service [261]. Valilai and Housh-
mand [258] developed an integrated manufacturing platform to In addition to the mfg., the remanufacturing industry also will be
facilitate collaboration among several globally distributed man- affected by the new data analytics paradigms. Particularly, emerg-
ufacturing agents. Cloud manufacturing service platforms aim to ing data collection and information tracking technologies such as
virtualize manufacturing capabilities, connect various manufactur- smart embedded systems and software applications provide a new
ing resources and provide resource sharing. environment in which the product lifecycle actors are enabled to
Wu et al. [262] described cloud consumers, cloud providers, collect and analyze the entire product’s lifespan. The technologies
cloud brokers, and cloud carriers as four main actors in CMfg allow information flow to go beyond the first product lifecycle and
collaborating toward delivering four types of services: Hardware- to feed the information gathered in the first lifecycle to the reman-
as-a-service (HaaS, e.g., sharing machine and hard tooling), ufacturing decisions being made at the start of the future lifecycles.
Software-as-a-service (SaaS, e.g., sharing software applications As discussed in Section 6, a review of various studies reveals a
such as ERP, CAD/CAM), Platform-as-a-service (PaaS, e.g., sharing a set of characteristics in which a remanufacturing system is differ-
platform and search engine), and infrastructure-as-a-service (IaaS, ent from the manufacturing. Particularly, remanufacturing today
e.g., computing resources such as servers and storage space). is an uncertainty-heavy process, but very often this uncertainty is
So far, research in CMf can be classified into three groups: not adequately handled, and it is not perfectly considered in the
studies focused on designing platform and data-sharing architec- decision-making process. Some of these uncertainties include con-
ture, studies concentrated on resource allocation and management, sideration of quality, quantity and timing of returns [272] as well
and studies aimed at describing new business models and CMf as variability in processing times [186].
applications. The first group of studies describes the IT systems Inadequate standards for product recovery, rapid changes in
requirement and data integration platforms. Hueng et al. [263] product technology, lack of assessment tools to identify reman-
discussed the architecture of cloud manufacturing service plat- ufacturability of used items, and unwillingness of consumers to
forms in small and medium-sized enterprises. Suo and Gao [264] purchase refurbished items are among barriers to appropriate
showed how simulation software packages can be used to find the end-of-use product remanufacturing [198]. Parlikad et al. [273]
optimum configuration for cloud manufacturing service platforms. discussed that product identity data are key to enhancement of
Zhang et al. [265] illustrated the application of fiber optic sensing in product end-of-life recovery phase. Product identity implies access
improving the efficiency of cloud manufacturing service platforms. to a unique information profile, where remanufactures can maxi-
The CMfg paradigm enables companies to expand their capabil- mize efficient reuse and recovery of products.
ities and have flexibility in scale depending on market demand. The lifecycle data have already been a point of interest in
Helo et al. [266] described the limitation of current IT solutions in the field of Condition-Based Maintenance (CBM) and machinery
distributed manufacturing in a multi-layer supply chain and pro- diagnostics [274]. CBM deals with development of maintenance
posed a new cloud-based centralized software application, where programs based on the data collected through machinery condition
a proper information-sharing infrastructure is provided between monitoring. In CBM, machine condition is monitored at a regular
suppliers and other supply chain entities. interval and once it is higher than a pre-defined critical level, the
The second group of studies focused on the task assignment maintenance need will be initiated. The topics in this field vary
and resource allocation. Wu et al. [267] applied a stochastic Petri from defining the critical levels [275], determining the condition
Net model to evaluate manufacturing capacities and depict how monitoring intervals, and developing software applications for data
92 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

monitoring, to improving the prognostic capability of diagnostic The cyber-physical systems can be used in a wide range of appli-
algorithms [276] and dealing with incomplete and missing data cations. For example, Lanza et al. [290] showed how the optimum
[277]. Gao et al. [278] described how the emerging cloud infra- production strategy can be selected using simultaneous simulation
structure will create a need for developing new prognosis theories and optimization of the assembly process with the help of real-
and techniques. Si et al. [279] reviewed the most recent statistical time data generated by IT-systems. Wang et al. [291] provided an
based data driven approaches used in CBM for estimation of the overview of the current status of CPS in mfg. systems along with
Remaining Useful Life (RUL) of a machine. They classified the mod- a conceptual map of CPS. CPS is a feedback system possibly with
eling development methods into two broad categories of models, human in the loop that are networked and/or distributed, adop-
those that rely on directly observed state of the system, and those tive and predictive, intelligent and real-time. In another study,
based on indirectly observed system processes. The taxonomy of Wang et al. [292] discussed what the system architecture and data
approaches includes regression-based models, Wiener processes, sharing infrastructure should be for controllability of CPS on the
Gamma processes, Markovian-based models, stochastic filtering cloud. Lee et al. [293] discussed the application of CPS and smart
based methods and covariate-based models. Finally, they presented algorithms in the future of equipment maintenance. Cooper and
a number of practical problems that require further analysis. (1) Wachter [294] studied the application of CPS for thermal modeling
the necessity for more studies that consider the impact of subjec- in the additive mfg. processes. Seitz and Nyhuis [295] introduced
tive information in estimating RUL; (2) the need for effective use of the learning factory concept and discussed the importance of CPS
multi-channel condition maintenance data in RUL estimation; (3) not only to monitor production planning, but also to educate and
modeling the impact of external environmental variables on RUL train the employees in industrial sites. While the overall impact
estimation; and (4) the need for a model that can handle multiple of CPS as technological changeovers already has been discussed in
failure modes for a single component. the literature, current studies are still on the conceptual level stage.
In particular, the focus of future research can be to extract and Therefore, more detailed studies are needed on how CPS should be
use the information that mainly is not included in Product Life- integrated with the existing mfg. infrastructure.
cycle Management (PLM) systems and can be collected from the Table 7 summarizes the application of CPS into five levels of
actual product usage behavior of consumers [280]. PLM is a sys- study:
tem that provides support for product development based on the
information of the entire product lifecycle. For example, Kiritsis • Technologies enabling supply chain visibility in market demand,
et al. defined a data structure for recording the data during main- transportation, and real-time information of distribution centers.
tenance operations with the aim of employing them in the design • Technologies enabling visibility in the smart factory level.
for repair and maintainability [281]. Jun et al. [282] and Parlikad • Technologies that improve the performance of manufacturing
and MacFarlance [283] have discussed the possibility of applying processes toward leagile manufacturing paradigm of reducing
Radio-Frequency Identification (RFID) technology for feeding the non-value adding activities and waste while increasing the
information of middle-of-life (e.g., maintenance history and pro- responsiveness of the process.
duction information) to the EOL phase. Xu et al. [284] also modeled • Sensing technologies for the purpose of machine failure diagnosis
the product information flows and feedbacks through wireless and self-correction.
technology in closed loop supply chains. • Communication technologies enabling data collection and visi-
Bufardi et al. [285] developed a multiple criteria decision making bility in the product level.
tool as part of a European Union project termed AEOLOS (An End-
of-Life of Product Systems) to provide users with a tool to help them According to the Digital Manufacturing and Design Innova-
in evaluating different EOL recovery options for a used product. Jun tion Institute (DMDII), Mfg. systems should be structured for the
et al. [286] acknowledged the point that it is not easy to make appro- appropriate exchange of information into lower tiers. Integration
priate EOU decisions because of invisibility of product information technologies should be easy to implement across a network of
over the entire lifecycle. Wang et al. [287,288] discussed how a companies. The data architecture should change the collaboration
cloud-based information system should be set up to facilitate the paradigm in the mfg. industry [296]. Most of the time quantify-
recovery of electronic waste. In another study, Xia et al. [289] devel- ing quality and performance measures of manufacturing processes
oped a semantic information framework for information sharing for requires tracking down critical information at a specific product
proper electronic waste management. level rather than at a factory or company level.
Currently, often a complete and up-to-date record about the
status of a product is not available to remanufacturing personnel. Table 7
Future generations of intelligent products, having features such as Five levels of cyber-physical systems applications.

extended data sensing, communication and processing and in some Product level Device/machine level
cases decision-making capabilities, provide new opportunities for
• Tooling choice • Material choice
the remanufacturing industry. • Material choice • Device configuration
Future studies should be focused on how to apply the data col- • Remanufacturing choice • Maintenance and self-monitoring
lected from previous lifecycles of product toward making efficient Production line/work station Facility level
decisions about future lifecycles.
• Inventory flow monitoring • Capacity planning
• Product re-work • Energy scheduling
• Layout design • Equipment choice
8.5. Cyber-physical systems • Production planning assembly • Waste management
and disassembly
In addition to the above mentioned paradigms, there • Quality control

are a few other models such as smart factory and cyber Supply chain level
computational–physical (machine) systems (CPS). These new mod- • Sourcing or partnering choices
els are based on integration of software and embedded intelligence • Transit mode choice
into industrial products. In CPS, machinery is equipped with pre- • Distribution and warehousing strategy
diction tools that process data to extract information and make • Supplier location
• Packaging
real-time informed decisions [270].
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 93

8.6. Session summary the research theme in micro/nano manufacturing can be divided
into four categories: (1) product development, (2) material devel-
Design of novel manufacturing machines and equipment inte- opment, (3) process development, and (4) production systems.
grated with cyber-physical systems, capable of simultaneous data Obikawa et al. [302] discusses various aspects through which nano
collection and analysis is one frontier for future research. There technology affects macro mfg.
is also a need for development of decision analysis methods that
facilitate decision making by employing data collected from supply 9.2. Semiconductor manufacturing
chain and production lines. Investigation of new business mod-
els originating from cloud and smart manufacturing concepts and The technologies used for production of semiconductor devices
simultaneous product and supply chain designs as best practice such as integrated circuits, microchips, nanowires, micro sensors,
is another area for future research. Finally, data security concerns inject nozzles, and laser diodes are identified as microfabrica-
such as intellectual property theft, data alteration, and external tion technologies. Semiconductor manufacturing is highly resource
interference in the manufacturing process require further research. and energy intensive and requires too many manufacturing steps
ranging from photolithography and etching to thermal oxidation,
chemicals mechanical planarization and cleaning [229]. The fol-
9. Advanced manufacturing
lowing category of studies has been identified in this field: studies
focused on advanced materials development, manipulation and
Anderson Economic Group has defined Advanced Manufactur-
characterization [303], development of advanced nanomanufac-
ing as operations that “create advanced products, use innovative
turing processes [304], discovery of practical applications [305],
techniques in their manufacturing, and are inventing new pro-
assembly and self-assembly of components in nano-scale systems
cesses and technologies for future manufacturing.” [297]. Advanced
[306], industry-scale fabrication of nano systems with high effi-
manufacturing is not just the employment of robots and high tech
ciency and low cost [307], and environmental assessment of the
processes, but also includes manufacturing of innovative products
semiconductor industry [308].
and use of creative principles.
Digital modeling and fabrication, nano-manufacturing, power
9.3. Additive manufacturing
electronics and semiconductor manufacturing are among technolo-
gies considered in the advanced manufacturing category.
Additive Manufacturing describes the technologies through
which parts are built by melting thin layers of powder and adding
9.1. Nano-manufacturing one layer of material, either plastic or metal, on top of another. Each
layer is melted based on the geometry suggested in CAD models
Nanotechnology has been reported to have the potential to rev- [309]. This technology opens up new design paradigms: ‘manu-
olutionize almost any industry sector ranging from electronics, facturing the design’ vs. the traditional ‘design for manufacturing’
energy and biomedical to aerospace and materials. Nano manu- approach. The geometrical freedom in design allows engineers
facturing is defined as the production of materials, and structures to design products as they visualize, without manufacturing con-
with at least one lateral dimension between 1 and 100 nm [298]. straints.
The nano manufacturing technologies are categorized in three AM is recognized as the new industrial revolution, where it has
groups of top-down, bottom-up and hybrid technologies. While evolved from a tool for building prototypes to one receiving broad
the top-down technologies aim to create nanoscale features and acceptance for batch production of parts that are used directly as
patterns using physical processes such as carving and grinding; finished components [310].
the bottom-up technologies focus on micro-scale manipulation of In terms of global industry growth, the United States was the
molecules using chemical processes. pioneer in a number of industrial AM system installations with
Many studies were focused on the advances in micro/nano 38.0% of total industrial AM systems installed over the past 24 years
manufacturing processes and systems. According to Hoyle [299], followed by Japan (9.7%), Germany (9.4%), China (8.7%), the United
current processes are centered on lithographic techniques that use Kingdom (4.2%) and France (3.2%) [311]. A simple look at only one of
silicon as the base for Integrated Circuit (IC) production; however, the 3D printer makers reveals that the 3D printing market is rapidly
the need for manufacturing high-precise low-cost products has led growing. Another indicator for measuring the public interest of the
the research on developing manufacturing processes that use non- AM industry is the market trend for AM companies. According to
silicon materials such as metals, polymers, ceramics and glass. Castle Island Co., the number of industrial 3D printers sold over the
There are many studies in the literature focused on the manip- past 25 years has increased from zero in 1988 to 10,000 in 2012
ulation of molecules with the aim of self-assembling into desired and the number of personal 3D printers sold rose from 0 in 2008 to
non-structures [300]. For example, Li et al. [300] genetically mod- more than 70,000 in 2013 [312].
ified a protein to form a new structure that can be coated with AM is known by other names, such as, 3D Printing, Rapid Pro-
metals to produce nano-wires. totyping, Rapid Tooling, Rapid Technologies, Rapid Manufacturing,
There are other studies on the advancement of laser-based nano Freeform Fabrication, Advanced Manufacturing, Additive Fabrica-
manufacturing technologies. For instance, Cooper [301] discussed tion, Additive Layer Manufacturing, Direct Digital Manufacturing
the idea of using cyber-physical systems to control the performance and Direct Manufacturing [313]. However, AM is not the same as
of a nanoimprinting process and increase the production rate in a rapid prototyping; it goes further and could be at the heart of the
nonmanufacturing physical system. Lasers have played an impor- next industrial revolution with more potential. Although there are
tant role in nano manufacturing. Different laser-based technologies different terms for AM (3D Printing, Rapid Prototyping, etc.), these
have been developed, including manufacturing of surface nano- technologies are built on the same principle: the ability to manu-
structure, nano materials and 3D nano-structures manufacturing facture parts with very complex geometries by stacking layers of
via additive techniques [298]. materials without the need for tooling and fixtures. The technology
Although a considerable number of ongoing research is con- initially was recognized as an application for rapid prototyping,
cerned with developing innovative nanofabrication techniques, but it is now widely considered in different industries, including
there are some studies which aim to improve nano-manufacturing aerospace, medical, automotive, construction, and art. With the
process parameters such as throughput and quality. In general, availability of higher-quality materials for a lower price, and the
94 B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100

retailers but also to consumers. These designs will offer mass per-
sonalization to final consumers and provide the CAD–CAM libraries
of downloadable designs to individuals [310].
Successful large-scale Although separation of product design from manufacturing
implementation of AM capabilities is a major advantage of AM, the impact of AM is not
only limited to the design and manufacturing stages. In addition to

Quality Control
Technology
Materials

Software
the freedom of design (elimination of design constraints, material
Design

saving, and free complexity), AM offers other potential benefits to


the industry as well. One of the most immediate potentials of AM is
the possibility of more efficient logistics [312]. AM offers the poten-
tial for reduction of both ‘time to market’ (time from design concept
Innovation
to sale in the market) and ‘time to volume’ (the time to achieve full-
Research and Development scale manufacturing volume). One can envision a future in which
Processes: parts are manufactured not based on a just-in-time approach, but
- Cost of materials and equipment based on just-in-production mode, where products are printed
- Precision, surface finish directly as they are ordered. Such a new paradigm will bring partic-
- Production speed, high yield
Materials: ular implications to the global supply chain. Some of the need for
- Materials flexibility, smart and functional materials shipping parts and warehouse storage will be removed. Moreover,
- Thermal condition the need for assembly line workers to assemble complex products
- Multi-materials will be limited [315]. Reduction in product time-to-market, a rise in
Novel Applications process complexity and the push for companies across the globe to
Quality Control Methods reduce waste and energy consumption are reported among other
Tooling and Fixtures factors that make AM an attractive option [316].
Design for Additive Manufacturing
The successful implementation of AM requires advancement in
Intellectual Property
Technology Dissemination, People five main areas of design, materials, technology, software and qual-
Supply Chain ity control. Although AM has too many capabilities, there are still
Integration with traditional mfg. processes many areas in which further research and development are needed.
Society readiness for any 3D printed products Fig. 9 clarifies those areas and the potential directions for future
research.
Fig. 9. Research pillars in Additive Manufacturing. Future research in AM include: advancement of additive manu-
facturing technologies, materials property analysis, structure with
ability to produce larger products with greater levels of precision multiple materials, scalable additive manufacturing, quality con-
within the next few years or so [314], one can reasonably predict trol and safety tools for additive manufacturing processes, design
considerable supply chain developments on not only the design for additive manufacturing, economic analysis, and cost model-
side, but also in the production side of this technology. The flexibil- ing techniques in AM-based systems, analysis of IP process and
ity in terms of the type of products that can be manufactured and societal impact, new business models that emerge from additive
where the production takes place will allow a large number of com- manufacturing, reconfiguration of supply chain and understanding
panies to soon offer CAD–CAM designs for downloading not only to the impact of AM capabilities (e.g., flexibility in supply, agility)

Trend of most recent manufacturing concepts appeared in literature


450

400

350 Cloud base mfg

300 Smart mfg


Number of Publications

Sustainable mfg
250
Green mfg
200
Social mfg
150 Nano mfg
100 Additive+3D printing

50 Advanced mfg

Remanufacturing
0
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Cyber-Physical Systems AND mfg.
Publication Year
Fig. 10. The number of publications found in Engineering Village, Compendex, Inspec & GEOBASE databases from 1999 to April 2015 with titles including one of the following
labels: cloud-based manufacturing, smart mfg., sustainable mfg., green mfg., social mfg., nano-manufacturing, additive mfg. or 3D printing, advanced mfg., remanufacturing
and ‘cyber-physical systems AND mfg’.
B. Esmaeilian et al. / Journal of Manufacturing Systems 39 (2016) 79–100 95

on adoption of different production, environmental and logistics design strategies such as design of the product experience can
policies in supply chains. Moreover, AM technology can be used to significantly alter the traditional business model of advanced
facilitate the remanufacturing, repair, and reuse of old products. manufacturing.
Emerging technologies: Advanced mfg. relies on new tech-
9.4. Session summary nologies that enable flexibility, agility, and reconfigure-ability.
Examples of applicable areas are: bio-manufacturing, semi-
Research in advanced manufacturing is focused on building conductors, advanced materials, additive manufacturing, and
technologies across a wide-range of scales from nano to kilome- nano-manufacturing. The focus of future research will be on scal-
ters. The overarching goal is to develop technologies with higher able advanced manufacturing such as overcoming the barriers that
efficiency, lower cost and environmental impacts. Future research prevent manufacturing nanostructures and materials at industry
includes industry-scale nano manufacturing, new experimental scale with low cost and high quality solutions. In addition, envi-
and computational methods for assembly of nano and macro scale ronmental impact analysis such as health and safety challenges of
materials, design for advanced manufacturing, and development of new technologies is another line of research.
data enabled sensing and control techniques. Advanced planning and scheduling: the definition of advanced
mfg. should be extended to include not only the process aspect,
10. Conclusions and future trends but also the management and leadership methods. Novel qual-
ity management methods, supply chain integration, and advanced
This study examined the manufacturing and remanufacturing planning, monitoring and scheduling should be equally considered.
literature and provided a broad perspective on the concept of Enabling factors: Various factors enable or challenge advance-
manufacturing, including the definition of manufacturing, various ment in manufacturing systems: Law and regulations (e.g.,
classifications and taxonomies in manufacturing systems, technical Intellectual Property rights), ICT-enabled intelligent production
and engineering aspects as well as planning aspects of manufac- processes, smart building and infrastructure, data collection tech-
turing, new emerging paradigms and manufacturing concepts. The nology, data analytics methods, new knowledge-based decision
focus was on advanced manufacturing concepts generated over the making techniques, future skilled workforce capable of using novel
past decade such as sustainable manufacturing, smart manufac- technologies, and innovative education and training are among
turing, social manufacturing, nano-manufacturing, semiconductor those enabling factors.
manufacturing and additive manufacturing. Fig. 10 shows the num- It should be noted that much more work has been accomplished
ber of published work in the most recent manufacturing concepts in manufacturing that has not been included in this review because
from 1999 to April 2015 found in Engineering Village, Compen- it falls outside of the scope of our analysis. We hope that our review
dex, Inspec & GEOBASE databases. Included in the review were only of the manufacturing literature provides readers with a wider view
those publications with titles that had one of the above-mentioned of different practical aspects of manufacturing and a clearer path
manufacturing concepts. for studying this evolving field.
Future research directions in the context of manufacturing are
summarized here using five criteria: objective, business models,
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