Extension card · Fuzzy
Fuzzy ELECTRE I (Hatami-Marbini & Tavana, 2011)
Fuzzy ELECTRE I is the form of ELECTRE I in which several decision-makers' performance and weight judgements are collected as verbal or trapezoidal fuzzy numbers. The outranking relation is built directly on these fuzzy numbers, without defuzzification; the output remains a core set and an outranking graph.
Base method
ELECTRE →
Philosophy, mechanics, strengths and weaknesses are on the base method card; this card describes only the difference.
Data type (family)
Fuzzy →
What this data type is, when to use it, how to write it in a cell: the family's full account is here.
What Changes from the Base Method?
Four things change; the concordance-discordance logic and the veto principle do not.
Cells. In crisp ELECTRE I every cell is a single number. Here every cell is a trapezoidal fuzzy number made of four numbers (lowest, two middle values, highest); decision-makers give performance and criterion weights in verbal terms such as "very good" or "medium", and these terms are converted into a trapezoid using a scale declared in advance. The method is designed directly for group decisions: the trapezoids of K decision-makers are merged into a single group matrix by taking the minimum of the most pessimistic lower bound, the average of the two middle values, and the maximum of the most optimistic upper bound (the min-average-average-max rule). Weights are likewise trapezoidal and need not sum to 1. Here a weight is a "voting weight", not a probability distribution as in TOPSIS.
Scale equalisation. In crisp ELECTRE every column is divided by its own magnitude. Here, too, the division follows the criterion's direction: for a benefit criterion the column is divided by its highest upper value, for a cost criterion by its lowest lower value; but the operation runs on the four-component trapezoid, with the order of the components reversed. The result remains a comparable, four-component trapezoid.
Concordance and discordance. This is where the method departs most from crisp ELECTRE I: the question of which of two trapezoids is larger cannot be answered by direct comparison as if they were single numbers, so the method instead applies an outranking rule based on the vertex (Hamming) distance between the two trapezoids. Whether one alternative counts as "at least as good as" another on a given criterion is decided by comparing the distances of the two trapezoids to their union's upper bound. The concordance set is built with this rule, and the concordance index is summed to the extent of the criterion's own weight, that is, still as a trapezoidal number; it stays undefuzzified. Discordance, by contrast, is calculated as a ratio of the two trapezoids' vertex distances and collapses at this point into a single number between 0 and 1.
Shape of the thresholds and defuzzification. In crisp ELECTRE I the concordance threshold (c̄) and the discordance threshold (d̄) are chosen directly by the analyst (for example c̄ = 0.75, d̄ = 0.25 in the base card's own example). Here matters differ: C̄ and D̄ are not chosen by the user but derived from the data itself, being the average of the concordance and discordance values across all pairwise comparisons. Defuzzification also happens at exactly this point, at the moment of comparison against the threshold: the still-trapezoidal concordance index is reduced to 0/1 by comparing its vertex distance against C̄'s. What DecisionMind fixes for this classical Fuzzy ELECTRE I is precisely this: the fuzziness is carried through to the final comparison, with no early defuzzification at any intermediate step; the output is a Z matrix (outranking graph), as in crisp ELECTRE I, and the core set derived from it.
How to Read the Output
What stays the same as the base method, briefly, is this: the output is not a ranking but an inventory of those outranked by no other alternative (the "core set") and of the pairwise outranking relations (outranking, equality, incomparability).
What differs is this: the thresholds (C̄, D̄) here are not fixed numbers chosen by the analyst but the data's own average. This recasts crisp ELECTRE I's question of what happens if the thresholds are relaxed into a different shape: the thresholds are not in the analyst's hands, but when one alternative's score changes, not only the pairs involving that alternative move, C̄ and D̄ themselves shift too, and with them the pass line for every pair. In the report this should be expressed not as "the threshold was this, had it been drawn there", but as "had this alternative's score changed by this much, the average threshold would also have shifted, and the decision could have changed with it."
Thus instead of writing:
"Fuzzy ELECTRE I placed A2 and A3 clearly first"
the report should read:
"With thresholds derived from the data's own average, A2 and A3 emerge as a pair, neither outranking the other, counted as equal; this equality is consistent with their raw scores also being close to one another"
When to Prefer This over the Base Method
Use it when performance and weight judgements come verbally from more than one decision-maker, and these judgements need to be combined by pooling rather than reduced to a single number. If a measured performance figure exists, for example adherence to a delivery date as a percentage, opening it into a trapezoid models nothing, it manufactures uncertainty; DecisionMind requires a single data type, so a measured cell is embedded by writing all four components of the trapezoid equal (a = b = c = d).
The exit condition of crisp ELECTRE I also applies here: if a core set is enough and a full ranking is not required, this method is suitable; if a complete order is needed, other members of the family should be considered (Fuzzy ELECTRE II, III). But unlike what is described here, those two defuzzify performance immediately and run the crisp ELECTRE II/III logic; only this Fuzzy ELECTRE I form carries the fuzziness through to the end.
Mistakes Specific to This Extension
Defuzzifying the trapezoids before the Hamming distance is calculated. Which criterion the concordance set falls into is determined over the two trapezoids' full membership function; comparing "which is larger" on single numbers defuzzified by the centre of gravity erases the asymmetry and can produce a different concordance set.
Using ELECTRE I as a ranking method rather than a selection method. Incomparability or equality is not a computational fault; it is a signal that the data cannot reliably separate the two.
Treating fuzzy weights as if they were a probability simplex summing to 1. In this method the concordance index is the fuzzy sum of the weights; the weights in the seminal paper's own example do not sum to 1 either. Forcibly normalising the weights changes the concordance index's scale.
Assuming the thresholds (C̄, D̄) are fixed numbers chosen by the analyst. In this method they are the data's own average; a sentence in the report such as "the threshold was chosen as 0.75", which belongs to crisp ELECTRE I, is a mistake here.
The governing principle is this:
Fuzzy ELECTRE I exists to carry more than one decision-maker's verbal judgement, as fuzzy quantities, through to the final comparison; the thresholds are not chosen here, they are derived from the data itself. This is why a change in one alternative's score moves not only that alternative but the pass line itself.
Cases
The first case is literature-based: Hatami-Marbini and Tavana's (2011) own numerical example (Omega, pp. 377-381, Tables 5/13/17). The second case is fictional.
1. Business: A preliminary evaluation of five suppliers by three decision-makers (Hatami-Marbini & Tavana, 2011)
A firm evaluates five suppliers (A1-A5) on five benefit criteria (profitability, closeness of relationship, technology capability, conformance quality, conflict resolution) using three decision-makers. The decision-makers' verbal scores have already been pooled and converted into trapezoidal fuzzy numbers (the table below is a shortened version of Table 5; each column carries four components a≤b≤c≤d).
| Supplier | Profitability | Closeness of relationship | Technology capability | Conformance quality | Conflict resolution |
|---|---|---|---|---|---|
| A1 | (5; 6; 7; 8) | (5; 7; 8; 10) | (7; 8; 8; 9) | (7; 8; 8; 9) | (7; 8; 8; 9) |
| A2 | (7; 8; 8; 9) | (8; 9; 10; 10) | (8; 9; 10; 10) | (7; 8.7; 9.3; 10) | (8; 9; 10; 10) |
| A3 | (7; 8.7; 9.3; 10) | (7; 8.3; 8.7; 10) | (7; 8.7; 9.3; 10) | (8; 9; 10; 10) | (7; 8.3; 8.7; 10) |
| A4 | (7; 8; 8; 9) | (5; 7.3; 7.7; 9) | (5; 6.7; 7.3; 9) | (7; 8; 8; 9) | (5; 6; 7; 8) |
| A5 | (5; 6; 7; 8) | (5; 7.3; 7.7; 9) | (5; 6; 7; 8) | (5; 6.7; 7.3; 9) | (5; 6; 7; 8) |
| Weight | (0.7;0.8;0.8;0.9) | (0.8;0.9;1.0;1.0) | (0.7;0.87;0.93;1.0) | (0.7;0.8;0.8;0.9) | (0.7;0.8;0.8;0.9) |
All five criteria are benefit-oriented. The method divides the columns by their highest upper value, multiplies by the weights, and builds the concordance and discordance indices for each pair using the Hamming-distance outranking rule; the average concordance C̄ = (2.12; 2.45; 2.54; 2.76) and the average discordance D̄ = 0.56 emerge from the average of these pairwise comparisons (the values published in Table 13, rounded to two decimals).
| Rank class | Suppliers |
|---|---|
| 1 | A2, A3 (equal) |
| 3 | A1, A4 (equal) |
| 5 | A5 |
The result reads as follows: A2 and A3 form the top equal pair, neither outranking the other; A1 and A4 form the middle equal pair; A5 stands alone at the bottom. This is not a ranking score but an outranking graph in which the two alternatives closest to the core set, A2 and A3, stand together.
The firm may hesitate here. This card's author has calculated an additional average score, solely to show how close the alternatives sit in the raw data; this score does not replace ELECTRE's non-compensatory logic. By this supplementary score, A2's and A3's weighted scores are approximately 3.78 and 3.71 respectively, a difference of only 0.07. A1's and A4's are 3.23 and 3.13, a difference of 0.11. The raw data behind both equal pairs is indeed genuinely close; the equality has not arisen by chance. In an independent check by this card's author, had only A4's score on the "closeness of relationship" criterion, in the three decision-makers' average, risen by about 1.2 units out of 10, A4 would have overtaken A1 on this supplementary average score. This shows how narrow a margin the A1-A4 equality rests on.
In the report: "With thresholds derived from the data's own average, A2 and A3 emerge as the top equal pair, neither outranking the other; A1 and A4 form the middle equal pair. The raw scores behind both equal pairs are close to one another; this equality is a natural consequence of the dataset and rests on a margin narrow enough to be disturbed by a small shift in a single criterion's score."
Source: Hatami-Marbini and Tavana (2011), Omega, pp. 377-381, Table 5 (input), Table 13 (C̄, D̄) and Table 17 (final rank classes). The supplementary closeness score and sensitivity calculation were performed independently in Python by this card's author; they do NOT replace ELECTRE's own concordance/discordance/threshold chain, they serve only to show the closeness of the raw data.
2. Banking: A bank's preliminary evaluation of SME loan restructuring options
A bank's credit committee is evaluating four proposed restructuring packages for three distressed SME clients, using three credit officers. Criteria: the client's repayment capacity, adequacy of collateral, sectoral recovery outlook (all three "more is better"). The officers score each package verbally on each criterion ("weak", "medium", "good", and so on), and these scores are converted into trapezoids using a scale declared in advance; the three officers' trapezoids are pooled using the min-average-average-max rule.
The method equalises the columns, weights them, builds the concordance and discordance indices with the Hamming-distance rule, and derives C̄ and D̄ from the data's own average. Suppose the result shows two packages, P1 and P3, remaining in the core set as an equal pair, neither outranking the other, while the other two packages are outranked by these thresholds.
The committee may hesitate here. One of the three officers scored the sectoral recovery outlook noticeably more optimistically than the other two. Had that officer's score been pulled down by one grade, the pooled trapezoid would change; consequently both the P1-P3 pair's own concordance/discordance value and C̄ and D̄, the average of all pairwise comparisons, would shift. This means whether the P1-P3 equality survives can hinge on a single officer's judgement.
In the report: "P1 and P3 remain in the core set as a pair, neither outranking the other, with thresholds derived from the data's own average; this result is sensitive to one officer's noticeably optimistic score on the sectoral recovery outlook criterion, because this score shifts both the relevant pair's own value and the general thresholds (C̄, D̄) themselves."
3. What Not to Do
Defuzzifying the supplier table's trapezoids at the outset with the centre of gravity, reducing A1's profitability to 6.5 and A2's to 8.0 as single numbers, and running crisp ELECTRE I is one mistake: the Hamming-distance outranking rule can no longer be applied as intended and a different concordance set may result. The second mistake is applying fixed threshold values such as C̄=0.75 and D̄=0.25, taken from crisp ELECTRE I's own base card, to this method; here the thresholds are the data's own average and are not chosen by hand. The third mistake is forcibly normalising the five criteria's weights, because they do not sum to 1, to make them sum to 1; this changes the scale of the concordance index and produces a result that no longer matches the seminal paper's own figures (C̄, D̄).
Sources
For the formulas behind each step, the intermediate tables and citation formats, see the DecisionMind method page: decisionmind.app/library/fuzzy-electre-i
Hatami-Marbini, A., & Tavana, M. (2011). An extension of the Electre I method for group decision-making under a fuzzy environment. Omega, 39(4), 373–386. DOI: 10.1016/j.omega.2010.09.001
Roy, B. (1968). Classement et choix en présence de points de vue multiples (la méthode ELECTRE). Revue Française d'Informatique et de Recherche Opérationnelle, 2(8), 57–75. DOI: 10.1051/ro/196802v100571
Roy, B. (1991). The outranking approach and the foundations of ELECTRE methods. Theory and Decision, 31(1), 49–73. DOI: 10.1007/BF00134132
Zadeh, L. A. (1965). Fuzzy sets. Information and Control, 8(3), 338–353. DOI: 10.1016/S0019-9958(65)90241-X
Aytaç, E., Tuş Işık, A., & Kundakcı, N. (2011). Fuzzy ELECTRE I Method for Evaluating Catering Firm Alternatives. Ege Akademik Bakış, 11(Özel Sayı), 125–134. (no DOI)