1. Introduction
Given the inherent incompleteness and uncertainty of information, effectively managing uncertain information has become a crucial research focus across diverse applications in data processing and knowledge discovery. Introduced by Pawlak in 1982 [
1], rough set theory offers a robust framework for addressing these issues [
2]. By leveraging lower and upper approximations, it introduces an innovative method for analyzing information. Grounded in equivalence relations, the rough set model efficiently handles classification and reduction tasks within information systems and has found widespread applications in areas such as data mining, knowledge acquisition, feature selection, and medical diagnosis [
3,
4,
5,
6].
As the volume of uncertain data grows, Pawlak’s rough set model faces notable constraints in handling complex information due to its reliance on single universes, strict equivalence relations, and inclusion-based operators, limiting its flexibility in processing uncertainty. To address these challenges, researchers have expanded the model by generalizing its universes, equivalence frameworks, and inclusion principles [
7,
8,
9,
10]. Wong et al. introduced compatible relations to propose the two-universe rough set model, effectively breaking the traditional rough set model’s reliance on a single universe [
7]. Building on this foundation, S-approximation spaces further extend the two-universe rough set model by incorporating multi-valued mappings, offering a more flexible approximation approach that significantly improves the model’s adaptability to complex information.
Introduced by Hooshmandasl et al. [
11] and grounded in Dempster’s multi-valued mapping theory [
12], S-approximation spaces provide a novel method for approximate analysis. Unlike traditional rough set models, S-approximation spaces remove restrictions on universes, equivalence relations, and inclusion relations, allowing rough sets and their extended models, such as two-universe rough sets [
7], variable precision rough sets [
13], and T-rough sets [
14], to be represented within the S-approximation framework [
12,
15,
16]. This adaptability and flexibility make S-approximation spaces particularly well-suited for processing uncertain data. In recent years, researchers have explored S-approximation spaces and their extensions from various perspectives. Hooshmandasl et al. examined the topological properties of S-approximation spaces, highlighting their potential to handle uncertainty independently of inclusion relations [
17]. Shakiba et al. studied the relationship between evidence theory and S-approximation spaces, showing that belief structures can be derived from S-approximation spaces under monotonicity conditions [
18]. The integration of three-way decision theory with S-approximation spaces has further expanded their applicability in complex decision support systems [
15,
19,
20,
21,
22].
Originally proposed by Zadeh, fuzzy set theory is a fundamental mathematical tool for managing fuzzy information [
23] and has found wide application in data science and artificial intelligence [
24]. The integration of fuzzy set theory with rough set theory enhances their combined ability to address both fuzzy and uncertain information [
25,
26,
27]. Shakiba et al. incorporated fuzzy set theory into S-approximation spaces by representing one universe
as a fuzzy power set and extending the mapping
from
to
, thereby developing both the intuitionistic fuzzy S-approximation spaces [
28] and the fuzzy S-approximation space model [
29]. They analyzed the properties of the fuzzy S-approximation spaces model under conditions of partial monotonicity and complementary compatibility, and explored its applications in medical diagnosis [
29]. However, the fuzzy S-approximation spaces are primarily constructed based on a single fuzzy universe, whereas two fuzzy universes are more common in practical applications, which limits the model’s applicability in scenarios involving two fuzzy universes. Constructing an S-approximation spaces model based on two fuzzy universes and defining the corresponding approximation operators would further advance the integration of fuzzy sets with S-approximation spaces, expanding its range of applications.
In related studies, rough set theory and knowledge space theory (KST) have been shown to be closely connected [
30,
31], with each theory’s structure and properties enriching the other [
32,
33]. KST, proposed by mathematical psychologists Doignon and Falmagne, is a significant model in mathematical psychology designed to assess a learner’s knowledge state and provide personalized learning guidance. KST has found extensive applications in fields like assisted learning and adaptive testing [
34,
35,
36,
37]. Knowledge structures and skill maps are core concepts within knowledge space theory, and constructing knowledge structures and skill maps is a key issue in knowledge space research [
38]. Recently, researchers have increasingly integrated KST with fuzzy set theory [
38]. Traditional skill maps have been extended to fuzzy skill maps [
39,
40,
41], and dichotomous knowledge structures have been expanded to polytomous knowledge structures [
42]. Fuzzy knowledge structures, combined with fuzzy sets, form a special type of polytomous knowledge structures [
43,
44,
45,
46]. Zhou et al.’s research on fuzzy skill maps and fuzzy knowledge structures [
43] provides a valuable perspective for constructing bi-fuzzy S-approximation spaces (BFS approximation spaces) models and defining corresponding approximation operators.
Building on the fuzzy extension model of knowledge space theory, this paper further extends S-approximation spaces to bi-fuzzy S-approximation spaces and defines the corresponding upper and lower approximation operators. This study investigates the properties of BFS approximation spaces under various decision mapping conditions, with a particular focus on an important form of the approximation operators, exploring the behavior and characteristics of BFS approximation spaces under monotonicity and complement compatibility conditions. BFS approximation spaces enable the modeling and analysis of scenarios involving two fuzzy universes, such as layered knowledge structures in e-learning, multi-criteria decision-making, etc. This extension provides new theoretical support for handling uncertain and fuzzy data in broader application scenarios.
The structure of this paper is as follows:
Section 2 discusses the core concepts of fuzzy sets, S-approximation spaces, and fuzzy extensions in knowledge space theory.
Section 3 elaborates on bi-fuzzy S-approximation spaces (BFS approximation spaces), defines the upper and lower approximation operators, and examines their properties under complement, intersection and union of BFS approximation spaces.
Section 4 explores the monotonicity properties of BFS approximation spaces and provides rigorous proofs.
Section 5 introduces the notion of complementary compatibility within BFS approximation spaces and conducts an in-depth analysis of its properties. Finally,
Section 6 summarizes the study’s findings and suggests potential future research directions.
3. Bi-Fuzzy S-Approximation Spaces
By simultaneously handling two fuzzy universes, bi-fuzzy S-approximation spaces surmount the single-fuzzy-universe constraint, making them suitable for layered or multi-criteria domains.
In this section, building upon the fuzzy extension of knowledge space theory, we present the concept of bi-fuzzy S-approximation spaces and establish the corresponding lower and upper approximation operators. Additionally, we explore their properties under various decision mappings.
Definition 14. The quadruple is defined as follows: and are nonempty finite sets, is a knowledge mapping, and is a decision mapping, where , with , , and . In this study, is set to be finite; therefore, is also finite. The quadruple is called a bi-fuzzy S-approximation space, abbreviated as BFS approximation space.
Remark 1. The crisp set can be regarded as a special fuzzy set, where the membership degree of is . Therefore, if , then . Thus, when , the bi-fuzzy S-approximation space degenerates into a fuzzy S-approximation space.
Remark 2. For convenience, is used to represent .
Example 1. Let , , , . The knowledge mapping is defined as: The decision mapping is defined as: Then is a BFS approximation space.
According to Definitions 11 and 12, let be a skill mapping and . Define , where the fuzzy knowledge state of item under the conjunctive model is ; under the disjunctive model, the fuzzy knowledge state of item is . In relation to the definition of S-approximation spaces and their upper and lower approximation operators in Definition 2, , with the decision mapping . Let ,, , where and are the terms defined in Definition 2.
For the conjunctive model, we have:
For the disjunctive model, we have:
This provides an important approach to defining lower and upper approximation operators. Subsequently, we extend this to a broader framework and define these operators within the BFS approximation space.
Definition 15. Let be a BFS approximation space, with , , and ; the lower and upper approximations of are defined as follows:
If ,, then .
If , , then .
It is evident that specific choices of , the decision mapping , and the intervals and can yield special forms for the lower and upper approximations defined above.
Within this context, controls the degree of similarity between elements, while regulates the degree of dissimilarity. These parameters are independent and can be set based on specific application requirements, allowing for flexibility in defining the lower and upper approximations. Accurately determining the parameters and is essential for the effective functioning of the BFS approximation space. Three primary approaches can be employed to establish appropriate values for these parameters:
(1) Empirical Methods. Utilize historical data and empirical observations relevant to the specific application domain to estimate suitable values for and . Statistical analysis can help identify patterns and optimal thresholds that best capture the degrees of similarity and dissimilarity.
(2) Domain-Specific Knowledge. Leverage expert knowledge and insights from the relevant field to set and . Experts can provide valuable information on what constitutes significant similarity or dissimilarity within the context of the application, thereby guiding the selection of these parameters.
(3) Optimization Techniques. Apply optimization algorithms to determine the optimal values of and that maximize the performance metrics of the approximation space. Techniques such as gradient descent, genetic algorithms, or other heuristic methods can be utilized to fine-tune these parameters for enhanced performance.
Proposition 1. Let be a BFS approximation space. , the following results hold:
(2) If , then (3) If , , , and , then Remark 3. It can be seen that if , , , and , the BFS approximation space is reduced to an S-approximation space. In this case, the lower and upper approximations defined in Definition 15 align with those of the S-approximation space. If , the lower and upper approximations defined in Definition 15 generalize two specific forms of approximations in fuzzy S-approximation spaces.
Next, we investigate the complement of a BFS approximation space and its properties.
Definition 16. Let be a BFS approximation space. Define as the complement of , , .
It is easy to see that is also a BFS approximation space. Next, we define the complement of an interval .
Definition 17. , the complement interval of , denoted by , is defined as: Proposition 2 describes the relationship between the upper and lower approximation operators of a BFS approximation space and its complement.
Proposition 2. Let be a BFS approximation space, and let be the complement of , where and . , the following relationships hold:
- (1)
,
- (2)
Proof. (1) Suppose for all and . Then by Definition 15, . Since and it does not belong to , we get . Consequently, by Definition 15, if for all , we must have . Hence, in this case, .
Otherwise, there exists at least one
such that
. Equivalently,
. Therefore, by taking the supremum over all such
, we get
By Definition 15, this is exactly the condition for . Hence, .
Combining both cases, we conclude that .
(2) Suppose for all and . Then, . Since and it does not belong to , we have . Consequently, if for all , it follows from Definition 15 that . Hence, .
Otherwise, there exists at least one
such that
. Equivalently,
. Therefore,
Since
, we see by Definition 15 that
Thus, .
Combining both cases, we conclude that . □
Definition 18. Let be a nonempty finite set. Define: For , , and , the operations of intersection and union for decision mappings are defined as: Here, , and therefore .
Next, we introduce the concepts of intersection and union for BFS approximation spaces.
Definition 19. Let and be BFS approximation spaces. Define the intersection and union of and as: It is evident that both and are BFS approximation spaces.
Proposition 3. Let and be BFS approximation spaces. Define and , with . Then , the following properties hold:
- (1)
,
- (2)
,
- (3)
,
- (4)
.
Proof. (1)
, if
, then
. Since
, it follows that
, and thus
. Similarly,
, if
, then
. Otherwise:
Hence, .
(2)
, if
, then
. Since
, it follows that
, and thus
. Similarly, if
, then
. Otherwise:
Hence, .
(3)
, if
and
, then
and
. Since
, it follows that
, and thus
. Otherwise:
Hence, .
(4)
, if
and
, then
and
. Since
, it follows that
, and thus
. Otherwise:
Hence, . □
Based on Proposition 3 and employing the method of induction, the following corollary is established.
Corollary 1. Let for be BFS approximation spaces, and define and , where . Then, the following statements hold :
- (1)
,
- (2)
,
- (3)
,
- (4)
.
In the definitions of the upper and lower approximation operators provided in Definition 15, the intervals and are general subsets of . From the perspectives of rough sets and fuzzy set theory, it is observed that this model gains wider applicability when the intervals are specified as and , where . Therefore, in subsequent discussions, we adopt these intervals and analyze the properties of the upper and lower approximation operators under this setting in BFS approximation spaces.
4. Monotonicity
This section introduces specific conditions for BFS approximation spaces to construct monotonic BFS approximation spaces and prove their properties. Throughout this section, the intervals for the upper and lower approximation operators are set as and , where .
Definition 20. Let be a BFS approximation space. For and , the following conditions hold:
- (1)
,
- (2)
If ,.
Then, is called a monotonic BFS approximation space.
Proposition 4. Let be a monotonic BFS approximation space. , the following properties hold:
- (1)
,
- (2)
,
- (3)
,
- (4)
,
- (5)
,
- (6)
Proof. (1) If
,
, then by Definition 15,
. Consequently,
. Otherwise,
Since
is monotonic,
Thus, .
(2) If
,
, then by Definition 15,
. Consequently,
. Otherwise, since
is monotonic and
, we have
. This implies
, and
. Therefore,
Thus, .
(3) Since , by Property (1), . Similarly, .
Therefore, .
(4) Since , by Property (1), . Similarly, .
Therefore, .
(5) Since , by Property (2),. Similarly, .
Therefore, .
(6) Since , by Property (2), . Similarly, .
Therefore,. □
Based on Proposition 4 and the method of induction, the following corollary is derived.
Corollary 2. Let be a monotonic BFS approximation space. , the following statements hold:
- (1)
,
- (2)
,
- (3)
- (4)
Proof. (1) For
, Proposition 4(3) implies:
Assume the statement holds for
, i.e.,
For
, let
. Using Proposition 4(3),
By the induction hypothesis,
Thus,.
This completes the induction step.
(2) For
, Proposition 4(4) implies:
Assume the statement holds for
, i.e.,
For
, let
. Using Proposition 4(4),
By the induction hypothesis,
Thus,.
This completes the induction step.
The proofs of statements (3) and (4) follow similarly from Proposition 4(5) and (6), using induction on . The base cases hold by Proposition 4, and the induction steps are analogous to those for statements (1) and (2). □
Definition 21. Let be a nonempty finite set. Define: This represents the set of all knowledge mappings defined on and taking values in .
Next, we introduce the concepts of intersection and union of BFS approximation spaces concerning different knowledge mappings.
To define the intersection and union of these BFS approximation spaces concerning different knowledge mappings, we introduce two operators, “◇” for intersection and “
” for union. For all
and
,
, the operator “◇” aggregates the knowledge mappings by taking the pointwise minimum of their membership degrees:
Similarly, the operator “
” aggregates them by taking the pointwise maximum:
Definition 22. Let and be BFS approximation spaces, where . The intersection and the union of and , with respect to knowledge mappings, are defined as follows: These resulting spaces are also valid BFS approximation spaces since the aggregated knowledge mappings and remain within the set of allowable knowledge mappings .
Definition 23. For , let , , and .
, the lower and upper approximations are defined as follows: For , let , , and .
, the lower and upper approximations are defined as follows: Example 2. Consider two BFS approximation spaces and where , , . The knowledge mappings and are given by: The decision mapping is defined as: Knowledge Mappings for and are shown in Table 1. Let . Then , . let , thus . Decision mapping values for and with and are shown in Table 2. Here, . Hence, for each pair ,we evaluate over and take the maximum. As an illustration, implies Then we obtain the intersection-based and union-based lower and upper approximations as shown in Table 3 below. In Table 3, we illustrate the case for and .
For the lower approximation , we require As and , then we have .
For the upper approximation , we require As and , then we have .
In practice, the intersection-based and union-based BFS approximation operators illustrated here can be used to aggregate multiple criteria or multi-faceted fuzzy knowledge from different data sources. For instance, in decision-making, one could treat different knowledge mappings and as separate experts or distinct decision criteria. The intersection-based BFS approximation space models the scenario where decisions must satisfy all criteria, whereas union-based BFS approximation space interprets the union of expert opinions. In pattern recognition, different knowledge mappings can represent fuzzy feature sets extracted from an image or signals. By taking intersections and unions of BFS approximation spaces, one could refine or expand the matching criteria for a pattern, thus improving classification results.
Given the monotonicity property and the definitions of lower and upper approximation operators, the following properties hold.
Proposition 5. Let and be monotonic BFS approximation spaces with and . Let and . Then, , the following properties hold:
- (1)
,
- (2)
,
- (3)
,
- (4)
,
- (5)
,
- (6)
,
- (7)
,
- (8)
.
Proof. (1) The lower approximation under
is:
Thus, .
Hence, .
(2) The upper approximation under
is:
Thus, .
Hence, .
(3) The lower approximation under
is:
Thus, .
Hence, .
(4) The upper approximation under
is:
Thus, .
Hence, .
(5) The lower approximation under
for
is:
Since
and
, monotonicity ensures:
Thus, .
Hence, .
(6) The upper approximation under
for
is:
Since
and
, monotonicity ensures:
Hence, .
(7) The lower approximation under
for
is:
Since
and
, monotonicity ensures:
Hence, .
(8) The upper approximation under
for
is:
Since
and
, monotonicity ensures:
Hence, . □
Monotonicity is a crucial property in BFS approximation spaces, ensuring that the inclusion relationships between fuzzy sets are reasonably reflected in their approximation results. Specifically, the monotonicity condition guarantees that if a fuzzy set is included in another fuzzy set (i.e., ), then the lower approximation of does not exceed that of , and similarly, the upper approximation of does not exceed that of . This property plays a significant role in various practical applications, including:
(1) Maintaining consistency in knowledge hierarchies. In applications such as knowledge assessment and skill evaluation, knowledge or skills often possess hierarchical structures. For instance, a partial mastery of a skill is naturally contained within a near-complete mastery level. Monotonicity ensures that the lower approximation result of partial mastery does not exceed that of near-complete mastery, aligning with our intuitive understanding of knowledge hierarchy. This consistency is crucial for building reliable assessment models and ensuring the rationality of evaluation outcomes.
(2) Enhancing consistency in decision-making processes. In multi-criteria decision-making and intelligent decision support systems, decision-makers often need to balance multiple fuzzy criteria. Monotonicity ensures that as a criterion set expands (i.e., more options are included), its approximation results appropriately reflect this change, avoiding contradictions and inconsistencies in the decision-making process. This is vital for maintaining the coherence and reliability of decision-making procedures.