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d =

q

j

(27)

ij

∑ k −

i

k =1

and yij is defined as (12).

The matrix of d coefficients is denoted as D. d expresses the aggregated difference

ij

ij

between the position of the i-th alternative in the preference order P and its positions in the

preference orders Pk, k=1, …, K. The distance matrix D is of the form

j = 1 j = 2

L

j = n

O ⎡d

d

L

d

1

11

12

1n ⎤

O d

d

L

d

2 ⎢ 21

22

2n ⎥

.

(28)

D =

M

M

M

O

M

O d

d

L

d

n ⎢

⎣ n1

n 2

n n ⎥⎦

The lower bound of the distance (26) is equal

n

C = ∑d

, where d

=

.

(29)

i min

[

min di1,....,din ]

i min

j

i=1

The value of C is of importance for estimation how close is the group judgement derived to

an “ideal” judgement.

The minimization problem (25) can be rewritten as a linear assignment problem

n

n

min ∑∑d y ,

(30)

ij ij

yij

i=1 j=1

subject to

Group Judgement with Ties. Distance-Based Methods

161

n

∀ ∑y = 1,

(31)

ij

i=1,...,n

j=1

i.e. an alternative can be placed at one position only and

n

∀ ∑y = 1, (32)

ij

j=1,...,n

i=1

i.e. only one alternative can be placed at a given position.

The latter constraint can be easily derived from ( 17 ) in the structure framework.

Summing (17) over l , l = l ,...,

and taking into account (15) one obtains

T

lT

l T

n

n

lT

n

l T

∑∑yl =

yl

y

s

.

(33)

i T

∑ ∑ =

i T

∑ =

i T

∑ γ

l T l T

T=2,...,2n

l=l i=1

i=1 l=l

i=1

l=

T

T

l T

For the case of no ties one has T=2, 4, …, 2n (j=1, 2, …n).

From the table of structures (Table 5) it can be seen that sjj=1 and γjj=1. Finally one

n

gets 1

∀ ∑y = .

i j

j=1,...,n

i=1

This problem was described in details e.g. in Bury & Wagner, (2000) and Cook, (2006).

5.1.2 The Litvak median

Litvak (1982) introduced the notion of so called preference vector. For the preference order

given by k-th expert the preference vector is defined as follows:

k

k

π =[π K π ,

(34)

1 ,

, kn]

where k

π is equal to the number of alternatives preceding the i-th one in this preference

i

order.

Under assumptions taken

k

π = − ,

(35)

i

qki 1

where k

q denotes the position taken by the i-th alternative in the k-th expert’s opinion.

i

Example 3.

For a preference order P1 from Table 1, P1 = {O2, O3, O4, O1, O5} one has 1

π = [3, 0, 1, 2, 4].

The distance between preference orders is expressed in terms of corresponding preference

vectors.

Definition (Litvak, 1982).

Given two preference vectors k

k

k

1

π i 2k

π of the preference orders 1

P an d

2

P respectively.

The distance between these two preference orders is defined as

n

d( k1 k2

P ,P )= ∑ πk1 − πk2 .

(36)

i

i

i=1

It can be shown that the distance defined in such a way satisfies all the axioms describing

the measure of closeness (Litvak, 1982).

162

New Approaches in Automation and Robotics

Definition (Litvak, 1982).

The distance of a preference order P from the set of experts’ preference orders {Pk} is as

follows

K

n

d(

(k )

P,P )= ∑∑ πP − πk .

(37)

i

i

k =1 i=1

Let

k( j)

P( j)

k

h

= π

− π i=1,…,n; j=1,…,n; k=1,…K,

(38)

i

i

i

where P(j)

π is the number of alternatives preceding O

i

i if Oi takes the j-th position in the

preference order P.

Summing k(j)

h

(38) over k (k=1,...,K) one obtains (j)

h

i

i

K

( j)

h =

h

(39)

i

∑ k(j)

i

k =1

The distance (37) may be written as follows

n

n

K

n

n

(k )

(

d P,P ) = ∑∑∑ πP(j) − πk y =

h y

(40)

i

i

ij

∑∑ (j)i ij

i =1 j=1 k =1

i =1 j=1

where yij is defined by (12).

The matrix of (j)

h coefficients is denoted as H, (j)

h expresses the aggregated difference

i

i

between the position of the i-th alternative in the preference order P and its positions in the

preference orders Pk, k=1, …, K.

The distance matrix H is of the form

j = 1 j = 2 L j = n

O ⎡ (1)

(2)

(n )

h

h

L

h ⎤

1 ⎢ 1

1

1

(1)

(2)

(n ) ⎥

O2 ⎢h

h

L

h

.

(41)

2

1

2 ⎥

H =

M ⎢ M

M

O

M ⎥

On ⎢⎣ (1)

(2)

(n )

h

h

L

h

n

1

n ⎥

The lower bound of the distance (40) is equal (Litvak (1982))

n

G = ∑h

, where h

=

(42)

i min

[

min h(1)

i ,...., h(n )

i

]

i min

j

i=1

The problem of determining the Litvak median can be formulated as the following binary

optimization problem (Litvak, 1982; Bury & Wagner, 2000)

n

n

min ∑∑ (j)

h y

(43)

i

ij

yij

i=1 j=1

subject to (31)÷(32).

Group Judgement with Ties. Distance-Based Methods

163

One should note that in the case when in expert judgement tied alternatives can occur the

definition of preference vector makes it easy to determine its components and the distance

matrix. The preference vector for expert judgement with ties is of the same form for classical

as well as for fractional position system. Hence it may be applied for the optimization

problem formulated (43).

Example 2.

For a preference order P2 from Table 1, P2 = {(O2, O3), O4, (O1, O5)} one has 2

π = {3, 0, 0, 2, 3}.

5.1.3 The Kemeny median

The distance for the Kemeny median method is defined with the use of pairwise comparison

matrices (Kemeny, 1959; Kemeny & Snell, 1960).

For a given preference order of n alternatives presented by the k-th expert (k=1,...,K)

Pk: O ,O ,K,O the matrix of pairwise comparisons can be constructed as follows (e.g.

i1

i2

i n

Litvak, 1982); it is assumed that in expert judgement ties can occur.

⎡ k

k

a , K, a ⎤

⎧1

O

for

f O

i

l

k

⎢ 11

1n ⎥

k

A = ⎢ M

O

M ⎥ , where a = 0

O

for

O , 0

ak =

(44)

ii ^

il

i

l

⎢ k

k ⎥

⎪− 1

O

for

p O

⎣a , K, a

n1

nn ⎦

i

l

i=1, …n, l=1, …, n.

The notation O f O ( O ≈ O ) should be read as follows: the i-th alternative O

i

l

i

l

i is better

than (equivalent to) the l-th alternative Ol with respect to a chosen criterion (a set of criteria).

Assume that two preference orders k1

P an d k2

P are given. The distance between these two

preference orders is defined as follows (e.g. Litvak, 1982; Bury & Wagner, 2000)

n

n

1

k1

k2

(

d P ,P ) = ∑∑ k1

a − k2

a .

(45)

il

il

2 i=1 l=1

It can be shown that the distance defined in such a way satisfies all the axioms describing

the measure of closeness (Litvak, 1982).

The distance between a given preference order P and a set of preference orders given by the

experts is defined as

n

n

K

1

d =

(k)

(

d P,P ) = ∑∑∑ P

a − k

a .

(46)

il

il

2 i=1 l=1 k=1

The following equality holds

k

P

k

P

k

P

k

P

a − a + a − a = 2 a − a = 2 a − a

(47)

il

il

li

li

il

il

li

li

so the expression (46) can be rewritten as follows

K

K

k

P

k

P

d = ∑∑∑ a − a + ∑∑∑ a − a

(48)

il

il

il

il

i

l k=1

i

l k=1

(i,l) (1)

I

(i,l) (2)

P

IP

where

164

New Approaches in Automation and Robotics

(1)

I -the set of indices (i,l) for which O f O in the preference order P, i.e. aP = . (49)

il

1

P

i

l

(2)

I -the set of indices (i,l) for which O ≈ O in the preference order P, i.e. aP = . (50)

il

0

P

i

l

Assume that in the preference order P O f O , i.e. aP = . In order to determine the

il

1

i

l

distance of this preference order from a given set {Pk}, use can be made of coefficients

defined as follows

K

K

K

r =

d P,P

a

a

a

1 .

(51)

il

∑ il( (k))= ∑ k − P =

il

il

∑ k −

il

k=1

k=1

k=1

They are called the loss coefficients and the matrix R=[ril] is called the loss matrix

(Litvak,1982). It is assumed that ril=0 for all i=l. It should be noted that elements of the

matrix R depend upon the form of preference orders Pk (k=1,...,K) only and are independent

of position system assumed (classical as well as fractional - if applicable).

Making use of the coefficients ril (i,l=1,...,n) the formulae (48) can be rewritten in the

following form (Bury & Wagner, 2000; Litvak, 1982):

K

k

d = ∑∑r + ∑∑∑ a .

(52)

il

il

i

l

i

l k=1

(i,l) (1)

I

(i,l) (2)

P

IP

If in the group judgement ties are not allowed, then (2)

I = {i,i}, i=1,...,n. In this case we have

P

(Litvak, 1982)

d = ∑r .

(53)

il

(i,l)∈ (1)

IP

This formula can be used to determine the lower bound E of the distance (53). Litvak has

shown that in the case under consideration the following theorem is satisfied.

Theorem (Litvak, 1982).

n −1 n

E = ∑ ∑min(r ,r .

(54)

il

li )

i =1 l =i +1

These results make it possible to propose some heuristic algorithms for determining the

Kemeny median (Bury & Wagner, 2000; Litvak, 1982).

The distance (53) can be written in the form

n

n

(k )

(

d P,P ) = ∑∑r x ,

(55)

il il

i=1 l =1

where

x = 1

O

for i f O in

the preference

P

order

(56)

il

l

⎩0

otherwise

The problem of determining a group judgement that minimizes the distance (55) can be

formulated as follows

Group Judgement with Ties. Distance-Based Methods

165

n

n

min ∑∑r x ,

(57)

il il

xil

i=1 l =1

It should be emphasized that this problem (even if ties are not allowed in group judgement)

cannot be solved within the framework presented in this subsection. It needs to be

formulated within the framework of structures presented for the case of ties.

5.2 The case of ties in group judgement

For this case the fractional notation is to be used i.e.

t ∈Ψ ={1, 1½, 2, 2½, 3, 3½, ….., n-1, n-½, n}.

5.2.1 The Cook–Seiford median

The problem (30) ÷ (32) is to be modified (double positions T are applied).

The distance matrix D is of the form

T = 2 T = 3 T = 4 L T = 2n

O

d12 d13

d14

d12n

1

O

d22 d23

d12

d12

2

D =

,

(58)

M

M

M

M

O d12

O

dn2 dn3

d12

d12

n

where

K

diT = ∑ k

2q − T ,

(59)

i

k =1

and k

q is the number of fractional position taken by an alternative O

i

i in the preference

order Pk given by the k-th ekspert.

The optimization problem is as follows

n 2n

min ∑∑diTy ,

(60)

i T

yiT i=1 T=2

with the constraints (15)÷(20).

5.2.2 The Litvak median

For the case of ties it is worth to notice that the number of alternatives preceding a given i-th

one in the preference order is determined by the level l this alternative takes in the table of

structures and equals ( l -1). This means that alternatives from the first level are preceded by

zero alternatives, alternatives from the second level are preceded by one alternative, etc.

The following example shows this observation.

Example 3.

For a preference order P2 from Table 1, P2 = {(O2, O3), O4, (O1, O5)} one has

P2 = {4½, 1½, 1½, 3, 4½}.

166

New Approaches in Automation and Robotics

Hence

(O2, O3) are placed in the positions 1½, 1½ on the level l =1; it is evident there are no

alternatives preceding those ones, 2

π = , 0

2

π = ,

2

0

3

O

2

4 takes the 3rd position on the level l =3, it is preceded by two alternatives, π =

,

4

2

(O1, O5) are placed in the positions 4½, 4½ on the level l =4, they are preceded by three

alternatives, 3

2

π = , 3

2

π = .

1

5

It may be shown that the components of a preference vector for a respective preference

order P may be determined as follows

P(l

π ) =

,

i

(l − Λ

)

1 l l =1, …, n ,

(61)

where Λ is given by ( 14 ).

l

The preference order P2={(O2,O3), O4, (O1, O5)} presented with the use of the table of

structures is as follows

T

2 3 4

5

6

7

8 9 10

t 1 1,5 2 2,5 3 3,5 4 4,5 5

Λ1=1 l =1

(O2, O3)

Λ2=0 l =2

Λ3=1 l =3

O4

Λ4=1 l =4

(O1, O5)

Λ5=0 l =5

Table 7. Positions and levels of alternatives for the preference order P2.

For a preference order P2 given above one has

P(1)

π

=

− Λ = , 0

P(1)

π

= ,

2

(1

)

1 1 0

3

P(3)

π

=

− Λ = ,

4

(3 1) 3 2

P(4)

π

=

− Λ = , 3

P(4)

π

= ,

1

(4

)

1 4 3

5

hence Λ = [1,0, 1, 1, 0] , 2

π = [3, 0, 0, 2, 3].

The coefficients k( )

h l

i

of distance matrix H are of the form:

k(l)

P(l)

k

h

= π

− π

i

i=1,...,n; k=1,...K;

i

i

l =1,...,n. (62)

Summing coefficients k( )

h l

i

(62) ove