One of the fundamental concepts of fuzzy sets theory is a linguistic variable [34]. Its values are the statements of natural language (terms), which are the labels (descriptions) of fuzzy sets defined on a given universe (space) of discourse. Formally, a linguistic variable is defined as a quintuple [35]:
$$\begin{aligned} X =\left( \mathscr {N},\mathscr {L}\left( \mathsf {G}\right) ,\mathbb {X} ,\mathsf {G},\mathsf {S}\right) , \end{aligned}$$
(2.1)
where \(\mathscr {N}\) is a name of the linguistic variable, \(\mathscr {L}\left( \mathsf {G}\right) \) denotes the family of values of the linguistic variable being a collection of labels of the fuzzy sets defined on the universe \(\mathbb {X}\), \(\mathsf {G}\) is the set of syntactic rules defined by a grammar determining all terms in \(\mathscr {L}(\mathsf {G})\), and \(\mathsf {S}\) represents the semantics of the variable X, that defines the meaning of all labels.
As an example we can use a linguistic variable describing the fetal heart rate (FHR). The name of the variable can be defined as \(\mathscr {N} = \text {``mean FHR''}\). According to FIGO guidelines [21], the set of possible linguistic values is a collection of three labels describing the fetal state as: \(\mathscr {L} = \) {“normal,” “suspicious,” “pathological”}. To each of the labels we can assign a fuzzy set \(A_{i}: i = 1, 2, \ldots , 5,\) defined on \(\mathbb {X} = [0, 250]\) bpm, which represents the range of possible number of heart beats per min [3]. The examples of membership functions \(\mu _{A_{i}}(x)\) of the fuzzy sets \(A_{i}\) are shown in Fig. 2.2.
An elementary statement for the linguistic variable X is the fuzzy expression:
$$\begin{aligned} X\,\mathbf {is }\ L_A, \end{aligned}$$
(2.2)
where \(L_A\) is a label from the collection \(\mathscr {L}(\mathsf {G})\), defined by a fuzzy set A on the universe \(\mathbb {X}\). The logical value of the expression is determined on the basis of membership function \(\mu _{A}\left( x\right) \) of the fuzzy set A. In the preceding example, an elementary statement is:
$$\begin{aligned} \text {``mean FHR'' } \mathbf {is} \text { ``normal''}, \end{aligned}$$
which value for the measurement 110 bpm is equal to \(\mu _{A_3}\left( x\right) = 0.5\) (see Fig. 2.2).
A more complex fuzzy expression can be obtained by combining two or more elementary expressions. It can be presented in the conjunctive:
$$\begin{aligned} (X_{1}\ \mathbf {is }\ L_{A_{1}})\ \mathbf { and }\ (X_{2}\,\mathbf { is }\ L_{A_{2}}), \end{aligned}$$
(2.3)
or the disjunctive form:
$$\begin{aligned} (X_{1}\ \mathbf {is }\ L_{A_{1}})\,\mathbf { or }\ (X_{2}\,\mathbf { is }\ L_{A_{2}}), \end{aligned}$$
(2.4)
where \(X_{1},X_{2}\) are linguistic variables with labels \(L_{A_{1}},L_{A_{2}}\) defined by the fuzzy sets \(A_{1}\) and \(A_{2}\), respectively, on the universes \(\mathbb {X}_{1}\) and \(\mathbb {X}_{2}\).
The value of a complex fuzzy expression for \(x_{1}\in \mathbb {X}_{1}\) and \(x_{2}\in \mathbb {X}_{2}\) is determined on the basis of the membership functions of fuzzy sets \(A_{1}\) and \(A_{2}\) [16]:
$$\begin{aligned} \mu _{A_{1}}\left( x_{1}\right) \star _{T}\mu _{A_{2}}\left( x_{2}\right) , \end{aligned}$$
(2.5)
for the conjunctive form, and
$$\begin{aligned} \mu _{A_{1}}\left( x_{1}\right) \star _{S}\mu _{A_{2}}\left( x_{2}\right) , \end{aligned}$$
(2.6)
for the disjunctive form, where \(\star _{T}\) denotes a t-norm, and \(\star _{S}\) an s-norm.
An elementary fuzzy statement can also be expressed in the form of an implication forming a fuzzy if-then rule (fuzzy conditional statement):
$$\begin{aligned} \mathbf {if }\ \left( X\ \mathbf { is }\ L_A \right) ,\ \mathbf { then }\ \left( Y \ \mathbf { is }\ L_B \right) , \end{aligned}$$
(2.7)
defining a relationship between linguistic variables. The statement “X \(\mathbf {is}\) \(L_A\)” is called the antecedent (premise), and the statement “Y \(\mathbf {is}\) \(L_B \)” is called the consequent (conclusion).
A generalized form of the fuzzy conditional statement can be defined as an implication of complex fuzzy expressions. For the conjunctive form it can be written as:
$$\begin{aligned}&\mathbf { if }\ \left( X_{1}\ \mathbf { is }\ L_{A_{1}} \right) \ \mathbf { and } \ \left( X_{2}\ \mathbf { is }\ L_{A_{2}} \right) \ \mathbf { and }\ \cdots \ \mathbf { and }\ \left( X_{N}\ \mathbf { is }\ L_{A_{N}} \right) , \\&\mathbf { then } \ \left( Y_{1}\ \mathbf { is }\ L_{B_{1}} \right) \text {, }\left( Y_{2}\ \mathbf { is }\ L_{B_{2}} \right) , \ldots , \left( Y_{M}\ \mathbf { is }\ L_{B_{M}} \right) , \nonumber \end{aligned}$$
(2.8)
and for the disjunctive form as:
$$\begin{aligned}&\mathbf { if }\ \left( X_{1}\ \mathbf { is }\ L_{A_{1}} \right) \ \mathbf { or } \ \left( X_{2}\ \mathbf { is }\ L_{A_{2}} \right) \ \mathbf { or } \ \cdots \ \mathbf { or }\ \left( X_{N}\ \mathbf { is }\ L_{A_{N}} \right) , \\&\mathbf { then } \left( Y_{1}\ \mathbf { is }\ L_{B_{1}} \right) \text {, }\left( Y_{2}\ \mathbf { is }\ L_{B_{2}} \right) , \ldots , \left( Y_{M}\ \mathbf { is }\ L_{B_{M}} \right) , \nonumber \end{aligned}$$
(2.9)
where \(X_{1},X_{2},\ldots ,X_{N}\) are the input linguistic variables; \(Y_{1},Y_{2},\ldots ,Y_{M}\) are the output linguistic variables; \(L_{A_{1}},L_{A_{2}}, \ldots ,\) \(L_{A_{N}}\), and \(L_{B_{1}},L_{B_{2}}, \ldots ,\) \(L_{B_{M}}\) are their linguistic values, defined with fuzzy sets \(A_{1},A_{2}, \ldots ,\) \(A_{N}\) and \(B_{1}, B_{2}, \ldots ,\) \(B_{M}\) on universes \(\mathbb {X}_{1}, \mathbb {X}_{2}, \ldots ,\) \(\mathbb {X}_{N}\), and \(\mathbb {Y}_{1}, \mathbb {Y}_{2}, \ldots , \mathbb {Y}_{M}\), respectively.
Both implications are the fuzzy if-then rules with multiple inputs and multiple outputs (MIMO). The MIMO fuzzy rule can be decomposed into the corresponding set of canonical fuzzy if-then rules [16], which are the MISO (multiple inputs and single output) type of fuzzy conditional statements with conjunctive antecedent:
$$\begin{aligned} \mathbf {if }\ \underset{n=1}{\overset{N}{\mathbf {and}}} \left( X_{n}\ \mathbf { is }\ L_{A_{n}}\right) , \ \mathbf { then }\ Y\ \mathbf { is }\ L_{B}. \end{aligned}$$
(2.10)
Canonical fuzzy conditional statements are the basics for representing expert knowledge in a fuzzy system. Using pseudo-vector notation, the canonical fuzzy if-then rule can be written as
$$\begin{aligned} \mathbf {if }\ \left( \mathbf {X}\ \mathbf {is }\ \mathbf {L}_\mathbf {A}\right) ,\ \mathbf { then }\left( Y\ \mathbf { is }\ L_B\right) , \end{aligned}$$
(2.11)
which is an \(N + 1\)-nary fuzzy relation [4]:
$$\begin{aligned} R = \left( \left( A_{1} \times A_{2} \times \cdots \times A_{N}\right) \Longrightarrow B\right) \, = \, \left( \mathbf {A} \Longrightarrow B\right) , \end{aligned}$$
(2.12)
defined on \(\mathbb {X}_{1}\times \mathbb {X}_{2}\times \cdots \times \mathbb {X}_{N}\times \mathbb {Y}\), with the membership function:
$$\begin{aligned} \mu _{R}\left( x_{1},\ldots ,x_{N},y\right) =\varPhi \left( \mu _{\mathbf {A}} \left( \mathbf {x}\right) , \mu _{B}\left( y\right) \right) , \end{aligned}$$
(2.13)
where \(\mathbf {x} = {\left[ x_{1},\ldots ,x_{N}\right] }^T \in \mathbb {X}_{1}\times \mathbb {X}_{2}\times \cdots \times \mathbb {X}_{N}\), \(y \in \mathbb {Y}\), and depending on the interpretation of the fuzzy if-then rule, \(\varPhi \left( \cdot ,\cdot \right) \) denotes a t-norm (a conjunctive interpretation) [8, 16] or fuzzy implication (logical interpretation) [8, 9, 16].
If the conjunction “and” in the antecedents of the fuzzy if-then rules is represented by a t-norm T, then:
$$\begin{aligned} \mu _{\mathbf {A}}\left( \mathbf {x}\right) = \mu _{A_{1}}\left( x_{1}\right) \star _{T}\mu _{A_{2}}\left( x_{2}\right) \star _{T}\cdots \star _{T}\mu _{A_{N}}\left( x_{N}\right) , \end{aligned}$$
(2.14)
where \(A_{1},A_{2},\ldots ,A_{N}\) are fuzzy sets representing the values of linguistic variables in the antecedent of the canonical fuzzy rule.
Hence, for the conjunctive interpretation we get:
$$\begin{aligned}&\mu _{R}\left( \mathbf {x},y\right) =\mu _{R}\left( x_{1} ,\ldots ,x_{N},y\right) =\mu _{\mathbf {A}}\left( \mathbf {x}\right) \star _{T_{r}}\mu _{B}\left( y\right) =\nonumber \\&\mu _{A_{1}}\left( x_{1}\right) \star _{T}\mu _{A_{2}}\left( x_{2}\right) \star _{T}\cdots \star _{T}\mu _{A_{N}}\left( x_{N}\right) \star _{T_{r}}\mu _{B}\left( y\right) , \end{aligned}$$
(2.15)
where \(\star _{T_{r}}\) is a t-norm representing the fuzzy if-then rule, whereas for logical interpretation:
$$\begin{aligned}&\mu _{R}\left( \mathbf {x},y\right) =\mu _{R}\left( x_{1} ,\ldots ,x_{N},y\right) =\varPsi \left( \mu _{\mathbf {A}}\left( \mathbf {x}\right) , \mu _{B}\left( y\right) \right) =\nonumber \\&\varPsi \left( \mu _{A_{1}}\left( x_{1}\right) \star _{T}\mu _{A_{2}}\left( x_{2}\right) \star _{T}\ldots \star _{T}\mu _{A_{N}}\left( x_{N}\right) ,\mu _{B}\left( y\right) \right) , \end{aligned}$$
(2.16)
where \(\varPsi \left( \cdot ,\cdot \right) \) denotes a fuzzy implication.
Fuzzy implication is usually introduced using an axiomatic approach [9], where it is defined as a continuous function \(\varPsi :[0,1]\times [0,1]\rightarrow [0,1]\), which for each \(a,b,c\in [0,1]\) fulfills five necessary (general) conditions:
-
P1:
\(\quad \text {if } a\le c, \text {then } \varPsi \left( a,b\right) \ge \varPsi \left( c,b\right) \),
-
P2:
\(\quad \text {if } b\le c, \text {then } \varPsi \left( a,b\right) \le \varPsi \left( a,c\right) \),
-
P3:
\(\quad \varPsi \left( 0,b\right) = 1\),
-
P4:
\(\quad \varPsi \left( a,1\right) = 1\),
-
P5:
\(\quad \varPsi \left( 1,0\right) = 0\),
and eight recommended (specific) conditions [4]. Properties P3, P4, and P5 are called falsity, neutrality, and Booleanity, respectively [4, 22]. As examples we can use Lukasiewicz:
$$\begin{aligned} \varPsi \left( a,b\right) = \min \left( 1-a+b,1\right) , \end{aligned}$$
(2.17)
Reichenbach:
$$\begin{aligned} \varPsi \left( a,b\right) =1-a+ab, \end{aligned}$$
(2.18)
and Zadeh fuzzy implication:
$$\begin{aligned} \varPsi \left( a,b\right) = \max \left( 1-a,\min \left( a,b\right) \right) . \end{aligned}$$
(2.19)
A single fuzzy rule describes a local relationship between the input and output variables of the fuzzy system within the limits defined by the domain of fuzzy sets in the rule antecedent. The complete input–output mapping is represented by the whole collection of fuzzy if-then rules from the knowledge (rule) base. For further considerations we assume a base consisting of I rules in the form:
$$\begin{aligned} \mathscr {R}=\left\{ R^{(i)}\right\} _{i =1}^{I}= \left\{ \mathbf {if }\ \underset{n=1}{\overset{N}{\mathbf { and}}} \left( X_{n}\ \mathbf { is }\ L_{A_{n}}^{(i)}\right) , \ \mathbf { then }\ Y\ \mathbf { is }\ L_{B}^{(i)} \right\} _{i =1}^{I}. \end{aligned}$$
(2.20)
A well-defined fuzzy rule base should be complete, consistent, and continuous [31]. The completeness means that for each value from the input space at least one rule is activated, that is \(\exists _{i = 1,2, \ldots , I} \quad \mu _{\mathbf {A}^{(i)}}(\mathbf {x}) \ne 0\). The knowledge base is consistent if there are no rules with the same antecedent but different consequents. And finally, the knowledge base is continuous if there are no neighboring rules, for which the result of intersection of fuzzy sets in their consequents is an empty set.
The knowledge base is constructed first by acquiring knowledge about the modeled phenomenon, and next by representing it in a form of fuzzy conditional rules. In practice, there are three basic methods to create a fuzzy rule base [16]:
-
by using knowledge of a human expert or based on the physical laws describing the phenomenon (white box modeling),
-
by automatically extracting the rules based on numerical data representing the relationship between inputs and outputs of the phenomenon (black box modeling),
-
mixed, where part of the knowledge is derived from a human expert and part from automated extraction (grey box modeling).
The possible applications of a fuzzy system depend, however, not only on the properly defined knowledge base, but also on the appropriate design of an inference engine.