Modeling and Optimization of Knowledge Reasoning in Expert Systems

In enterprise knowledge management systems, how to construct an expert knowledge reasoning model through Excel to achieve the intelligent application of experience rules is an important technical challenge. This article will introduce how to use Excel combined with VBA to build a rule-based knowledge reasoning system.

1. Core Architecture of Knowledge Reasoning System

The knowledge reasoning system mainly includes three core modules:

  • Knowledge Base (Rule Set)
  • Inference Engine (Rule Matching and Execution)
  • Working Memory (Data and Intermediate Results)

2. Knowledge Base Construction

1. Rule Table Design

' Rule Definition Format=IF(AND(condition1, condition2),     CONCATENATE("Inference:", conclusion),    "Rule Not Satisfied")' Rule Priority Calculation=SUMPRODUCT(condition weights, condition satisfaction) /  COUNT(condition set)

2. Rule Encoding Implementation

Sub RuleEncoding()    Public Function CreateRuleBase()        ' Define rule structure        Type ExpertRule            ruleID As String            conditions() As String            conclusion As String            confidence As Double        End Type                ' Initialize rule collection        Dim ruleBase As Collection        Set ruleBase = New Collection                ' Add rules with metadata        With ruleBase            .Add CreateRule("R001", _                Array("IF experience >= 5", _                      "AND performance >= 4"), _                "Promotion_Qualified", 0.8)        End With    End FunctionEnd Sub

3. Inference Engine Implementation

1. Forward Chaining Mechanism

Sub ForwardChaining()    Public Function InferenceEngine()        ' Initialize working memory        Dim workingMemory As Dictionary        Set workingMemory = New Dictionary                ' Main inference loop        Do While HasNewFacts(workingMemory)            For Each rule In ruleBase                ' Match rule conditions                If EvaluateConditions(rule, workingMemory) Then                    ' Apply rule and update memory                    ApplyRule rule, workingMemory                    UpdateConfidence workingMemory, rule                End If            Next rule        Loop    End FunctionEnd Sub

2. Confidence Calculation

' Combined Confidence Calculation=MIN(rule confidence, condition confidence) *     (1 + MAX(0, (rule confidence - condition confidence)))' Evidence Weight Accumulation=SUMPRODUCT(evidence weights, evidence strength) /  SUM(evidence weights)

4. Knowledge Reasoning Optimization

1. Conflict Resolution Strategy

Sub ConflictResolution()    Private Function ResolveConflicts(rules As Collection)        ' Sort rules by priority        Dim sortedRules As Collection        Set sortedRules = New Collection                ' Apply resolution strategies        For Each rule In rules            ' Calculate rule specificity            specificity = CalculateSpecificity(rule)            ' Calculate recency            recency = GetRecency(rule)                        ' Combine metrics            priority = specificity * 0.7 + recency * 0.3            InsertRuleSorted sortedRules, rule, priority        Next rule                Return sortedRules    End FunctionEnd Sub

2. Performance Optimization Techniques

Sub PerformanceOptimization()    ' Use Rete algorithm for pattern matching    Private Function ReteMatch()        ' Initialize alpha memory        Dim alphaMemory As Dictionary        Set alphaMemory = New Dictionary                ' Build discrimination network        For Each pattern In patterns            node = CreateAlphaNode(pattern)            AddToNetwork node, alphaMemory        Next pattern                ' Optimize join operations        OptimizeJoins alphaMemory    End FunctionEnd Sub

5. Application Examples and Precautions

1. Importing Expert Rules

' Rule Parsing Formula=IFERROR(SPLIT(rule text, "IF|THEN|AND", 1),          "Rule Format Error")' Rule Validity Verification=AND(NOT(ISBLANK(condition)),      NOT(ISBLANK(conclusion)),     rule ID matches format)

2. Inference Process Tracking

Sub InferenceTracking()    Private Sub LogInference(rule As ExpertRule)        With ThisWorkbook.Sheets("Log")            .Cells(lastRow + 1, 1) = Now()            .Cells(lastRow + 1, 2) = rule.ruleID            .Cells(lastRow + 1, 3) = rule.conclusion            .Cells(lastRow + 1, 4) = rule.confidence        End With    End SubEnd Sub

Usage Precautions:

1. Rule Maintenance:

  • Regularly check rule consistency
  • Avoid circular dependencies
  • Timely update outdated rules

2. Performance Optimization:

  • Use indexing to speed up rule matching
  • Implement rule caching mechanism
  • Adopt incremental update strategy

3. System Integration:

  • Reserve external interfaces
  • Support rule import and export
  • Establish exception handling mechanism

This system is suitable for automatic reasoning of structured knowledge, converting expert experience into executable rules. It is recommended to start with a small-scale rule set during implementation, gradually expand the system scale, and continuously optimize reasoning efficiency.

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