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A Scientometric Analysis of Remanufacturing by Mapping Scientific Organizational and National Concentration Zones
A Scientometric Analysis of Remanufacturing by Mapping Scientific Organizational and National Concentration Zones
Abstract—The considerations of global sustainability have dra- The Organisation for Economic Cooperation and Development
matically increased the importance of the remanufacturing pro- (OECD) began to work on a program called Extended Producer
cess. Many scholars have started focusing on this vital area from Responsibility (EPR) in 1994. This is an environmental policy
both a management and an engineering point of view. Previous
studies have aimed to categorize this area using traditional review that steers producers to be responsible for their EOL products.
approaches, using a smaller body of literature and mostly focus- Most OECD countries are now implementing EPR policies in
ing on the managerial aspects of remanufacturing. Our paper is key sectors such as packaging, electronics, batteries, and
the only study for which tech-mining and scientometric methods vehicles [10], [59], [60], [78].
are used to examine remanufacturing research, for the purpose Product or component recovery options are defined in the
of identifying top actors and key trends with regard to business
and technological approaches. We combine both management- and literature in the following categories [35], [61], [85].
engineering-related studies in this scientometric study. The results 1) Recycling: Discarded materials are collected, sorted, pro-
shed light on the principal actors, nations, organizations, and sci- cessed, and used in the production of new products [35].
entific domains in this field. Remanufacturing research is catego- 2) Direct reuse: Products are reused directly or after minor
rized using the co-occurrence-based clustering method. This paper maintenance and cleaning.
identifies four broad research clusters: production planning and
control of remanufacturing, material and remanufacturing engi- 3) Repair: Damaged parts are replaced or upgraded to
neering, supply chain management of remanufacturing process, working order [82].
and remanufacturing applications and new trends. This paper of- 4) Refurbishing: Used products are disassembled into mod-
fers benefits to numerous parties: policymakers in the remanufac- ules, following which critical modules are inspected and
turing field, academics who wish to see the research domains, and fixed or replaced [85].
those practitioners interested in the key management, processes,
and technologies of remanufacturing activities. 5) Remanufacturing: Used products are completely disas-
sembled, and all modules and parts are extensively in-
Index Terms—Data visualization, remanufacturing, sciento- spected, and worn-out parts are removed and replaced to
metrics, tech-mining, technology analysis.
bring the quality standard of the final product to like-new
condition [85].
I. INTRODUCTION
In remanufacturing, the main purpose is to return the product
RGANIZATIONS are actively looking for alternative
O ways to value their products after their economic life, not
only to reap the economic benefits, but also due to new regu-
to like-new condition [61], and this is the only product recovery
method that returns the used products to the original equipment
manufacturer (OEM) performance specification [35].
lations and a growing environmental awareness in the business When the characteristics of different recovery options are
world. Today, there are regulations and public concerns about the compared, it is evident that remanufacturing is distinctly dif-
end-of-life (EOL) of products, and sustainability is a pressing ferent from other operations, since the products are disassem-
issue for the wider community. Customers and authorities are bled completely, and all parts are returned to like-new condition.
encouraging firms to recover their used products and establish an The different characteristics and main differences between the
environmentally friendly system throughout all their processes. product recovery options are listed in Table I; note that reman-
ufacturing is the only method, for which part-level disassembly
Manuscript received October 15, 2018; revised March 16, 2019; accepted results in a completely new product.
June 18, 2019. Date of publication July 24, 2019; date of current version May Considering the different characteristics and functions of the
19, 2021. Review of this manuscript was arranged by Department Editor Y.
Zhou. (Corresponding author: Sercan Ozcan.) remanufacturing process, it is clear that this field has similar
S. Ozcan is with the Portsmouth Business School, University of Portsmouth, research and application concerns compared to other recovery
PO1 2UP Portsmouth, U.K., and also with the Department of Engineering options. However, there is still little clarity in the remanufac-
Management, Bahçeşehir University, Istanbul 34349, Turkey (e-mail: sercan.
ozcan@port.ac.uk). turing field with regard to its subareas and cluster of studies,
A. Corum is with the Department of Industrial Engineering, Bahçeşehir Uni- intersections of these clusters with each other, and the emerg-
versity, Istanbul 34349, Turkey (e-mail: adnan.corum@eng.bau.edu.tr). ing areas and gaps. The remanufacturing field could also benefit
Color versions of one or more of the figures in this paper are available online
at http://ieeexplore.ieee.org. from bibliometric results showing key national and organiza-
Digital Object Identifier 10.1109/TEM.2019.2924199 tional involvement and key focus areas and capabilities of these
0018-9391 © 2019 IEEE. Personal use is permitted, but republication/redistribution requires IEEE permission.
See https://www.ieee.org/publications/rights/index.html for more information.
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OZCAN AND CORUM: SCIENTOMETRIC ANALYSIS OF REMANUFACTURING 1057
Today, Xerox has saved millions of dollars by remanufactur- defined cost functions. Both studies concluded that the pull strat-
ing; its remanufacturing facilities in the USA, the U.K., The egy outperforms the push strategy when the cost of recoverable
Netherlands, Australia, Mexico, Brazil, and Japan have helped inventory is sufficiently lower than the cost of serviceable inven-
Xerox to enhance its environmentally conscious company tory. Similarly, Behret and Korugan [4] modeled and analyzed a
image. hybrid manufacturing and remanufacturing system with differ-
Ferguson [16] examined Kodak’s, Caterpillar’s, and IBM’s ent quality levels of remanufactured products, return rates, and
remanufacturing activities. Kodak has created a fully integrated return times of returned products. Their analysis demonstrated
manufacturing and remanufacturing strategy around its reusable that under the different cost scenarios, the quality-based classi-
camera line. In 2007, IBM collected over one million units of fication of returned products offers significant cost savings.
used IT equipment that were converted to billions of dollars in Some scholars have studied remanufacturing-related opera-
revenues by remanufacturing. Similarly, Hewlett Packard (HP) tions to identify the most optimum conditions. For example,
works with third-party remanufacturers and logistics providers Guide, Jr., et al. [24] investigated the effects of product structure
to recover inkjet printers [2]. on the performance of scheduling operations in a recoverable
Meanwhile, Matsumoto and Umeda [54] investigated the manufacturing environment. They quantitatively differentiated
Japanese remanufacturing industry. Three major OEMs of pho- between three different product structure types and investigated
tocopy machines in Japan are Fuji Xerox, Ricoh, and Canon, the effects of these product structures on the performance of var-
who together own 90% of Japan’s photocopier market. Fuji ious scheduling policies, disassembly release mechanisms, and
Xerox started remanufacturing in the 1990s, while Ricoh and priority dispatching rules. Meanwhile, Kenne et al. [33] studied
Canon began selling remanufactured machines in the 2000s. In an integrated hybrid manufacturing and remanufacturing system
Fuji Xerox, all products may include reused components, and subject to uncertainties, developing a generic stochastic opti-
there is no distinction between new and remanufactured prod- mization model with two decision variables (the production rates
ucts. However, in Xerox U.S. and Europe, remanufactured prod- of manufacturing and remanufacturing machines) and two state
ucts are distinguished from new products as in Ricoh and Canon. variables (the stock levels of manufactured and remanufactured
Apart from electronics, auto parts are the most remanufac- products). In addition, Kiesmüller and Laan [101] developed
tured materials worldwide, accounting for up to two-thirds of and investigated an inventory model for a single, reusable prod-
the global remanufacturing businesses and including engines, uct, using a Markov chain approach to determine the optimal
turbochargers, alternators, starters, compressors, transmissions, order-up-to policy with respect to the total average cost.
and steering units [54]. Alternators and starters represent 80% Much research has been conducted in this field to resolve
of remanufactured auto parts. Valeo and Bosch are two im- supply chain management related issues. For example, Östlin
portant alternator producers in Europe, who began remanufac- et al. [62] studied the supplier relationship management of cores
turing activities in the early 1990s [5]. Renault Trucks is also (used products), exploring how customer/supplier relationships
benefiting from remanufacturing and has adopted circular econ- perspective can support product take-back for remanufac-
omy principles across their business. Renault’s remanufacturing turing, with a focus on the supply of cores. Meanwhile,
plant in Choisy-le-Roi, near Paris, France, employs 325 people Pellerin et al. [65] addressed the specific case of a
and remanufactures different mechanical subassemblies, from remanufacturing organization performing complex reman-
water pumps to engines, to be sold at 50–70% of their original ufacturing programs, presenting an analytical framework for
price, with a one-year warranty. The remanufacturing opera- controlling the execution rate of repair and remanufacturing ac-
tion generates revenues of $270 million annually [13]. Reman- tivities. They considered a remanufacturing system repairing a
ufactured parts in Renault trucks accounted for 16% of parts single-product type with stochastic demand, where the operating
revenues in 2001 and are 30–50% cheaper than the brand-new firm controls both serviceable and nonserviceable stocks.
ones [7]. As part of supply-chain-related studies, a key area in the liter-
In addition to application-oriented remanufacturing studies, ature is bullwhip and order variance effects. The bullwhip effect
numerous studies have focused on the ability of the remanu- refers to the phenomenon whereby orders to the supplier tend
facturing process to increase efficiency and be integrated with to have a larger variance than customer orders [40]. Zhou and
existing production lines. Hybrid manufacturing and the reman- Disney [99] concluded that inventory variance and the bullwhip
ufacturing system is a recoverable manufacturing system that effect is always less in supply chains with returns; larger prod-
enables direct manufacturing or remanufacturing depending on uct return rate leads to less bullwhip and less inventory vari-
the system requirements. Inventory management of these hy- ance. Meanwhile, Zanoni et al. [96] introduced a shifted pull
brid systems has attracted the most academic attention. Laan and inventory control policy by changing the definition of inventory
Salomon [38] considered a stochastic inventory system with pro- position of the serviceable stock, which is compared with the
duction, remanufacturing, and disposal. They defined push and pull, dual, and separate pull control policies studied previously
pull disposal strategies with a procedure that calculates the to- in the literature. They evaluated different control policies based
tal expected cost and compared the two strategies. Meanwhile, on cost and the bullwhip effect. Elsewhere, Corum et al. [11]
Laan et al. [39] evaluated a hybrid manufacturing and remanu- compared traditional (without remanufacturing) and push and
facturing system for the single-component product, comparing pull controlled manufacturing and remanufacturing hybrid sys-
the traditional system (without remanufacturing) to push and tems under different demand and return rates, manufacturing
to pull controlled systems (with remanufacturing) by using the and remanufacturing lead times, setup, and holding cost rates.
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1058 IEEE TRANSACTIONS ON ENGINEERING MANAGEMENT, VOL. 68, NO. 4, AUGUST 2021
Production order variances were used to measure the bullwhip remanufacture, cannibalize, and recycle. Fleischmann et al. [17],
effect, and total recoverable and serviceable inventory costs were meanwhile, simply categorized recovery into material recovery
considered as the main performance indicators. Finally, Pati (recycling) and added value recovery (repair and remanufactur-
et al. [64] developed an analytical expression for measuring the ing). Their review of the extant literature is dedicated to the
bullwhip effect in a six-echelon closed-loop supply chain, for planning and control tasks arising in the context which they
the recycling of products such as paper and plastic. addressed from an operational research point of view. They sub-
Apart from supply chain management studies in this area, divided the field into three main areas: distribution planning,
pricing strategies in remanufacturing have been found to be es- inventory control, and production planning. Guide, Jr., et al.
sential for existing product sales and business operations. Charg- [22] addressed the production planning and control needs for
ing the correct price to the remanufactured product is critical in a remanufacturing firm and discussed the papers in the litera-
order to avoid cannibalizing the sales of the new product. Guide, ture under categories of production planning and control, dis-
Jr., et al. [23] developed a simple framework for determining the assembly operations, production planning and scheduling, and
optimal prices and corresponding profitability, where the prof- inventory control and management. Gungor and Gupta [27] cat-
itability of remanufacturing depends on the quantity and quality egorized the recovery process into material recovery (recycling)
of product returns and the demand for remanufactured prod- and product recovery (remanufacturing). They grouped the re-
ucts. They illustrated their framework using an application from viewed work into the following categories: collection, design for
the cellular telephone industry. Meanwhile, Subramoniam et al. environment, disassembly, disassembly leveling, disassembly
[81] developed a remanufacturing decision making framework process planning, environmentally conscious design, environ-
to assist original equipment suppliers in their strategic decision- mentally conscious manufacturing, environmentally conscious
making processes and validated their framework using case stud- production, inventory control, inventory control and production
ies from the automotive industry. Mitra [55] developed a pricing planning and scheduling, life cycle analysis, materials and prod-
model to maximize the expected revenue from the recovered ucts recovery, production planning and scheduling, recycling, re-
products, studying the problem with different quality levels of cycling and remanufacturing common, remanufacturing, waste
the recovered products and presenting numerical examples. Fi- management, and pollution prevention. They also determined
nally, Wu [86] discussed price competition between an OEM and discussed the common issues in recycling and remanufac-
and a remanufacturer and provided a set of conditions for higher turing, such as collection issues, disassembly, disassembly level-
profits. ing (i.e., how far to disassembly), disassembly process planning,
For pricing decisions in remanufacturing, the valuation of re- inventory control and production planning, and production plan-
coverable and remanufactured products is also critical when ning and scheduling. The papers in the literature were grouped
making product recovery decisions. Teunter [83] and Teunter under these categories. Meanwhile, Guide, Jr., [25] grouped
et al. [84] proposed and compared different methods for calcu- and presented the papers relevant to production planning and
lating the holding cost of returned, remanufactured, and manu- control in the remanufacturing field as follows: forecasting, re-
factured items in production systems, concluding that the value verse logistics, production planning and control, inventory con-
of a new or remanufactured assembly is the same and equal to trol and management, and general. Elsewhere, Prahinski and
the cost of a new assembly, where the value of a recoverable Kocabasoglu [70] organized the reverse supply chain sequen-
assembly is its net profit following remanufacture. tially into five key steps: product acquisition, reverse logistics,
Another group of studies in remanufacturing is related to the inspection and disposition, reconditioning, and distribution and
overall feasibility of this process. For example, Bulmus et al. sales. They structured the discussion of the literature around
[102] considered the effect of remanufacturing on capacity and these five steps and, based on the review of the literature and
production decisions, stating that remanufacturing is rarely prof- managerial concerns in the reverse supply chain, created ten
itable if it requires greater initial investment than manufacturing. research propositions. Pokharel and Mutha [66] grouped and
Moreover, El Saadany et al. [14] developed a mathematical ap- listed the papers under the reverse logistics field according to
proach to estimate the number of recovery times, noting that an categories of inputs, collection, general, inspection and consoli-
indefinite number of times to recover is costly and that there is an dation, integrating manufacturing and remanufacturing, product
optimal number that balances investment and remanufacturing modularity, disassembly, coordination, supply chain, inventory,
costs. Meanwhile, Bayındır et al. [3] investigated the possible repair and after sales services, pricing and competition, and
benefits of remanufacturing in inventory-related costs, consider- customer relations. Subramoniam et al. [80] addressed the fol-
ing a hybrid manufacturing and remanufacturing system under a lowing strategic factors of remanufacturing and categorized the
wide range of scenarios with different system parameter settings. literature accordingly: product strategic planning processes,
As numerous previous studies have demonstrated, as the atten- physical distribution structures, plant location and production
tion paid to this field by industrial and academic actors increased, systems, and cooperation among remanufacturing supply chain
so the number of publications increased, and the remanufactur- stakeholders. For each category, they presented a proposi-
ing research evolved with regard to many different business and tion, including current situation analysis. Meanwhile, Lund and
engineering aspects. Hauser [51] categorized remanufacturing organizations into the
Concerning the recovery process, Johnson and Wang [31] de- following.
fined it as a combination of remanufacture, reuse and recycle, 1) Conventional firms: These purchase cores, remanufacture
while Thierry et al. [85] divided recovery into repair, refurbish, them, and sell them to new owners.
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OZCAN AND CORUM: SCIENTOMETRIC ANALYSIS OF REMANUFACTURING 1059
2) Contract firms: These agree with the owner of a product of research activities [42]–[45]. These studies are excellent ex-
to remanufacture it and return it to the owner. amples of both application and methodological approaches in
3) OEMs: These are manufacturers of a product who also scientometrics. The number of scientometric studies in this field
remanufacture their product for resale. is related to the emerging or trending areas for understanding
The authors described different types of remanufacturing or- key technologies or actors in different domains.
ganizations and their types, and some studies explained where For example, three scientometric studies can be found in
remanufacturing is applied, such as the automobile industry and the literature even if only solar cell technology specific studies
printers. Nonetheless, the focus of remanufacturing in terms of are reviewed. Zhang et al. [98] worked on dye-sensitized solar
different sectors and types of organizations remains unclear. cells in their study, using some beneficial methods such as term
Ilgın and Gupta [30] presented one of the most popular stud- clumping, tech mining, and text clustering. Consequently, their
ies in this field: a comprehensive summary of the environmen- empirical findings contribute to a better understanding of dye-
tally conscious manufacturing and product recovery literature. sensitized solar cells by using text clustering methods. Newman
They organized the literature into four main areas: product de- et al. [56] also examined dye-sensitized solar cells and used more
sign, reverse and closed-loop supply chains, remanufacturing, than 4000 abstracts to complete their analysis, providing solu-
and disassembly. Additionally, they organized remanufacturing tions for the technological development of dye-sensitized solar
into six main areas: forecasting, production planning, produc- cells. Meanwhile, Li et al. [48] also examined solar cells and
tion scheduling, capacity planning, inventory management, and used bibliometrics and patent analysis to determine the roadmap
effect of uncertainty (see Fig. 1). of this technology. All these authors utilized different sciento-
Finally, Lee et al. [41] reviewed papers under the remanu- metric approaches to the same technology, examining different
facturing field according to categories of managerial perspec- issues.
tive, types of product, and remanufacturing technologies. Each There are also popular scientometric and network studies
category contains subcategories. where science, technology, and innovation activities are exam-
Based on the extensive literature review conducted above, ined. Ogawa and Kajikawa [57] followed a citation network
the focus of remanufacturing-oriented studies varies regard- analysis method with the aim of measuring the relationships
ing supply-chain-oriented issues, inventory issues, and valua- of studies within the polymer electrolyte fuel cells area, iden-
tion methods. Although many of the aforementioned researchers tifying polymer electrolyte fuel cells research fields specific to
have reviewed the existent remanufacturing literature and con- some countries. Another popular area in this field is related to the
tributed to the field, the remanufacturing field is still not particu- nanotechnology-related stream due to its emerging and highly
larly clear in terms of subareas and cluster of studies, relationship interdisciplinary nature [1], [46], [68], (Ozcan and Islam [63]).
of these clusters with each other, emerging areas, and gaps that For example, Guo et al. [26] studied nanoenhanced drug deliv-
need to be fulfilled to enhance this field further. ery, applying tech-mining techniques to create some empirical
One of the best methods for the classification and clustering of identifiers for this field, examining key biomedical areas, and
scientific fields is the scientometric approach. As scientometric presenting estimations on the future of this field.
methods are quantitative in nature, they lead to less biased out- Having mentioned popular areas and key authors using scien-
puts and provide a better perspective to interpret the scientific de- tometric and tech-mining methods, only two bibliometric stud-
velopments. Numerous studies have applied similar methods in ies investigate the remanufacturing area with only statistical
various emerging fields on publication or patent data [21], [67], measures as an overall focus area or as part of a broader area.
[72], [75], [103]. In particular, Leydesdorff has conducted mul- Junior and Filho [32] examined remanufacturing with a pro-
tiple scientometric studies, in which he examines different fields duction planning control (PCC) lens, presenting the major find-
using science subject categories focusing on various topics, such ings of articles related to production planning and control
as citation networks, science overlays, and the interdisciplinarity in the following categories: forecasting, aggregate planning,
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1060 IEEE TRANSACTIONS ON ENGINEERING MANAGEMENT, VOL. 68, NO. 4, AUGUST 2021
III. METHODOLOGY
This study uses the tech-mining method to follow a bibliomet-
ric and a scientometric study to fulfill the aim of the research by
way of analyzing journals or other written documents in a se-
lected database. Bibliometric research enables various subjects
Fig. 2. Proposed model for the study. to be compared between countries, institutions, schools, trends,
technologies, etc. The main field of interest of bibliometrics is
a citation; the basic idea behind this is the creation of a rela-
master production scheduling, logistics, ordering systems, tionship between the citation document and the related person.
capacity planning, scheduling, and inventory control and Scientometrics takes advantages of bibliometrics and interests
management. with the solving of science disciplines. Research on it began in
These authors classified the remanufacturing area mainly fol- the USA in the 1960s and 1970s; similar studies were then con-
lowing the previous categorization of Guide, Jr., et al. [22] and ducted in various European countries. Scientometrics is used in
Guide, Jr., [25] on PCC activities, the complicating character- several studies that assist with creating and developing an ef-
istics of PCC, remanufacturing subsystems, and research type. fective science policy. By using similar studies, it is possible to
This research has completed the classification process using a make valid suggestions that are based not only on interpretations
traditional literature review method based on 76 articles. The and experiences, but also on statistical terms based on actual sci-
study of Junior and Filho [32] identified gaps in the PCC re- entific measures. Moreover, it is very difficult to analyze fields
search activities for remanufacturing. For example, forecasting, where there are thousands of documents in databases, and it is
aggregate planning, and the applications of stochastic routings difficult to estimate the field of studies and scope of the field.
were found to be quite limited. The second bibliometric study This study follows a tech-mining method and the bibliometric
in a similar area is the study of Wang et al. [87], which focused model used by Ozcan and Islam [63] and Porter and Cunningham
on reverse logistics research using research data from 1992 to [67]. There are five stages in this study: data retrieval, data clean-
2015. Although their study focuses on other research topics aside ing and optimization, data analysis, data visualization, and data
from remanufacturing such as “recycling,” it is still relevant, as labeling and interpretation. All these stages are significant for
they investigated many remanufacturing research issues, using the results of the study and increase their validity and reliability.
a cocitation analysis to investigate coauthorship and network The data for this study were retrieved from the Web of Science,
in the reverse logistics area. Research themes in their research considering the quality and the quantity of the work necessary in
area are illustrated based on a close investigation of a group of order to map the remanufacturing field. To retrieve the required
references. Wang et al. [87] provided an excellent summary of data, a “remanufacturing OR remanufacturing” search query is
reverse logistics, including remanufacturing. A close examina- used on the title, abstract, and keywords to identify required pub-
tion of both relevant studies reveals no specific remanufacturing lications. 2839 publications until September 2018 are retrieved,
review study using a bibliometric or a scientometric method. including articles and proceeding papers.
Neither study establishes a quantitative grounding for the After retrieving data as a full record from the Web of Sci-
subareas of remanufacturing research, and accordingly, there is ence database, all unnecessary papers or words are removed
a gap in the literature for classifying and categorizing remanu- to enhance the results. The retrieved data are cleaned by using
facturing research using a scientometric approach. The study of VantagePoint software, using their filters to save and transform
Junior and Filho [32] needs to be extended using a large dataset, all into a structured format, where analyses can be performed.
for example, the research gaps can be confirmed. Similarly, the For example, duplicate papers are removed with the significance
cocitation and author network-related study of Wang et al. [87] of the similarity level between their abstracts and titles. As part
needs to be extended using co-occurrence analysis and a of the natural language processing (NLP) phase, the titles and
tech-mining approach. abstracts are tokenized with an n-gram model, using Vantage-
Considering the research needed in this area, a general re- Point’s NLP function. As there are many common words used
search framework is proposed and designed, as illustrated in in the literature, which are not significant to the study, these un-
Fig. 2. There may be subresearch areas, as shown by the fields, necessary words are cleaned by the stop words list. To do so,
and these fields may intersect in some areas. Moreover, there the current stop words list is updated with additional words to
may be some intersections, where fields merge with each other. eliminate unnecessary words and ensure that all remanufactur-
Accordingly, the aim of this paper is to analyze and explore the ing related terms are present before the actual analysis begins.
remanufacturing literature by using the tech-mining method to Once the words and phrases are listed according to their term
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1064 IEEE TRANSACTIONS ON ENGINEERING MANAGEMENT, VOL. 68, NO. 4, AUGUST 2021
field; furthermore, the top author in the remanufacturing field (as In the production planning and control cluster, there are stud-
shown in Table II) is working in this area especially. For these ies including words of production planning, hybrid system,
reasons, studies in this area clearly form cluster 2. lead time, demand, inventory management, stock, mathemati-
In the literature, in addition to papers that develop a mathe- cal model, and optimal solution (see Fig. 5). Here, the papers’
matical model and do applications based on this, some papers main aim is to decide on the correct production order quantity
explain and discuss the importance of this field, present the ap- and timing under the uncertainty of demand and return rate. The
plications in industry, and conduct case studies. In this con- basic problem for production planning and control remanufac-
text, cluster 4 is formed by papers providing general knowledge turing is to determine how much and when to disassemble and
about the remanufacturing business, the remanufacturing indus- remanufacture, how much to produce and/or order for new ma-
try, its benefits, its economic impact, and the latest trends in the terials, and how to coordinate disassembly and reassembly. The
remanufacturing business. system should be able to coordinate a mix of remanufacturing
The reason why our clusters 2 and 4 are not used in other re- and new production [22].
view studies is due to the grouping method used by the review- The categorization of [22], [32], and [41] under the produc-
ers: the authors grouped the papers in the literature according to tion planning of remanufacturing generally corresponds to the
activities in reverse logistics or remanufacturing. Because ma- subclusters we define under cluster 1. The difference is that they
terial and remanufacturing engineering and new trends are not have separate clusters for production planning and control, in-
an activity, they are not included in their groupings. As there are ventory control and management, and production planning and
numerous studies in these fields, they form separate clusters in scheduling, whereas we group these studies under subcluster 2.
our study. The words representing these areas clearly appear in our numer-
Overall, central studies in the remanufacturing field are re- ical grouping (see Fig. 5), while names given to groups in the
lated to the life cycle of materials, types of remanufacturers’ studies of Guide [22] and Junior and Filho [32] coincide with
involvement, different materials and components’ related re- the words that appear in our cluster 1.
manufacturing processes, and remanufacturing policy-related As shown in subcluster 1, researchers have attempted to find
studies based on the level of term frequency. In general, the map- optimum solutions by developing mathematical models for the
ping identified many clusters that are related to the waste man- systems, with defined new policies and assumptions. Produc-
agement, OEMs versus remanufacturing-based competitions, tion planning in a remanufacturing system environment is a more
remanufacturing process of certain technologies and items such complex and uncertain process compared to the traditional man-
as engines and electronics, surface engineering, and remanufac- ufacturing system. These complicated characteristics of remanu-
turing process optimization. All these subfields are described facturing include uncertainty in the timing and the quantity of re-
in the following sections with regard to their research focus, turns, balancing returns with demands, disassembly, uncertainty
emerging developments (i.e., use of nanosurface engineering), in the materials recovered, reverse logistics, materials matching
and the interrelationship of different clusters with each other. requirements, and routing uncertainty and processing time un-
The following sections examine these clusters in more depth, certainty [25]. For this reason, researchers need to define new
magnifying each clustering result. policies and assumptions to solve these problems. Guide, Jr., [25]
Research Cluster 1: Production planning and control of listed major research issues in the literature belonging to each of
remanufacturing. these seven defined complicated characteristics. Forecasting is
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OZCAN AND CORUM: SCIENTOMETRIC ANALYSIS OF REMANUFACTURING 1065
necessary both for product returns and for product demand; de- A complete remanufacturing system is formed from technical
veloping a reliable forecasting method is critical for facilitating standards, processing techniques, and fabricating machinery to
effective production planning and control [53]. The ultimate ob- reverse logistics and delivery [76]. Material and manufacturing
jective is to minimize the total cost of the hybrid manufacturing engineering are merged in this cluster, as repairs on the sur-
and remanufacturing system; however, as Junior and Filho [32] faces of returned items are one of the crucial parts of the reman-
observed, there are very few forecasting related studies, which ufacturing process. By using surface engineering techniques,
is why these terms do not appear in the clustering visual. waste parts in products can be repaired. The development of
The inventory management of recoverable products and com- high and new technology has an important effect on promoting
ponents in remanufacturing has attracted attention of most of the remanufacturing engineering [91]. Lee et al. [41] discussed
the researchers. As shown in subcluster 2 in Fig. 5, many re- papers under the subcluster of remanufacturing technologies,
searchers study the inventory system problem on hybrid systems grouping papers under design for disassembly, cleaning, and
with manufacturing and remanufacturing options. The objective repairing.
is to establish when and how much to produce under the uncer- As shown in subcluster 1, micro to nanolevel applications
tainty of demand and return rate to minimize the total setup and focus on new techniques and materials. The studies in this field
holding cost. The main production strategy options for the hy- have demonstrated how micro and nanosurface engineering
brid manufacturing and remanufacturing systems are push and possesses distinct advantages over the traditional techniques.
pull controlled hybrid systems. Other systems defined in the Such applications can be listed as nanomaterials, brush elec-
literature are an extension of these. troplating, nanomaterial thermal spraying, and nanomaterial
As illustrated by subcluster 3 in Fig. 5, there are articles that self-repairing antifriction additive technology. These studies,
include numerical studies with different return rates and quali- especially nanolevel studies, can increase the capabilities in the
ties. In a remanufacturing system, the uncertain quality and rate remanufacturing process, applying such applications to some
of the product returns make the production system more com- new, previously unadapted, items.
plex. Researchers study different scenarios generated, assigning There are studies especially on surface engineering in the
different values for different return rates and qualities. fields of green manufacturing. The application of surface engi-
Research Cluster 2: Material and remanufacturing neering ranges from resisting wear and corrosion to preventing
engineering. fatigue and creep. Surface engineering has seen a rapid devel-
In the material and remanufacturing engineering cluster, there opment in the aviation, aerospace, new energy, new material,
are studies including words of material engineering, such as environmental protection, and resource circulation industries
force, steel, coating, temperature, test, failure, and metal, as [93]. For example, by using surface engineering techniques, ap-
shown in Fig. 6. Returned items must first be disassembled to proximately 62% of waste parts in old engines can be repaired,
value and use them. Eventually, certain material engineering re- and the quality of remanufactured engines becomes superior to
lated processes are followed so returned items can be used. Here, the original products. The applications of advanced surface en-
some of the papers study the techniques for processing the parts gineering techniques in engine remanufacturing have enhanced
of disassembled returned products. the availability of waste products, reduced the remanufacturing
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1066 IEEE TRANSACTIONS ON ENGINEERING MANAGEMENT, VOL. 68, NO. 4, AUGUST 2021
costs, and made valuable contributions to materials, energy organizations or being discarded. The importance of studying
saving, and environment protection [90]. reverse supply chains has increased in recent years.
Laser cladding and surface manufacturing are the key The categorization of [66] and [70] under supply chain
approaches, whereby materials such as iron and steel are management and reverse logistics is consistent with the sub
remanufactured to fix coating and surface wear in differ- clusters we define under cluster 3. The words representing these
ent products such as crankshaft and rail surface [47], [49]. areas clearly appear in our numerical grouping (see Fig. 7).
Researchers have focused on such techniques, as the remanu- Names given to groups by Mutha [66] and Prahinski and
facturing process requires materials and products to be returned Kocabasoglu [70] coincide with the words that appear in our
to a like-new condition, and these researchers are attempting cluster 3. Lee et al. [41] also listed studies under a subcluster of
to improve the surface manufacturing process with regard to acquisition and the reverse logistics issue, which corresponds to
the application of different materials or nanoscale applications. our cluster 3.
Some researchers have also focused on the successful applica- In the supply chain management cluster, as illustrated in
tion of stress tests on the materials following the application of Fig. 7, studies include words of competition, sales, pricing, prof-
laser cladding approaches [94]. itability, used product collection, marketing, and cannibaliza-
Reverse engineering and the treatment of the EOL construc- tion. Here, the papers’ principal aim is to decide on correct prices
tion machinery and tools is another area where many researchers for the remanufactured products in order to maximize the profit.
have focused on remanufacturing in this field (see subcluster 2). The pricing decision appears to be one of the most popular ones
This research area is a significant one due to the expense of such in the management side of this process; studies focus on the cost
items and the number of materials being used in these products. of remanufacturing under uncertainties to set the optimal price
Some of these construction machinery-specific studies focus on for the optimal profit.
the closed-loop supply chain networks to manage the flows of As shown in subcluster 1, several remanufacturing studies
used items [95], the evaluation of life cycle for early detection have examined closed-loop supply chain models, focusing on
[89], and the failure analysis and remanufacturing of some parts the engagement of manufacturers, distributors, third parties, and
of the construction machinery [52]. collectors [19], [29]. Some researchers have focused on pricing
The third subcluster illustrates studies in which numerous re- decision models for closed-loop supply chains, as one of the
searchers have tested and measured damage, failures, and defects main concerns in this field is the cannibalization of the new
on many items significant to the remanufacturing process. Many product’s sales [92]. Accordingly, many researchers have fo-
of these studies also focus on the accuracy of such tests, in order cused on different types of channel and price-related strategies,
to examine the quality of the products after the application of in order to identify an optimal solution.
the remanufacturing process. Another significant remanufacturing research area is illus-
Research Cluster 3: Supply chain management of trated in subcluster 2. This area mostly concerns the battle
remanufacturing process. between OEMs and third-party manufacturers (TRPs). The
Prahinski and Kocabasoglu [70] defined reverse supply chain cannibalization problem is also discussed here due to TRPs’ en-
management as the effective and efficient management of the trance to the market. As shown in subcluster 2, there is an overall
series of activities required to retrieve a product from a customer “conflict” between OEMs, TRPs, and their target consumer
and either dispose of it or recover its value. The management of base. Accordingly, many scholars have attempted to model the
the reverse flows is an extension of the traditional supply chains, environment to identify a suitable solution, whereby these two
with used product or material either returning to reprocessing types of organizations target a different customer base or else
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OZCAN AND CORUM: SCIENTOMETRIC ANALYSIS OF REMANUFACTURING 1067
mutually support each other [88]. Some studies have focused on As shown in subcluster 1 in Fig. 8, remanufacturing pro-
managing the remanufacturing process for TRPs independent cesses are very important for the circular economy, and relatedly,
of the involvement of OEMs and also on minimizing the WEEE, such as computers, TV sets, fridges, and cell phones, and
complexity [79]. e-waste with the use of cloud systems appear to be a very popular
Subcluster 3 represents research problems regarding reman- cluster of studies in this field. Many studies have attempted to
ufactured products, related to the production order quantity and find a better method of remanufacturing for electronic equipment
timing under the uncertainty of market demand and return rate. waste and especially parts such as toner cartridges. WEEE is
Numerous studies have focused on the optimal conditions nec- one of the fastest growing wastes in the EU, with approximately
essary to manage the market demand uncertainty in the sec- 9 million tons in 2005, and this is expected to grow to more than
ondary market, focusing on network configurations [18] and 12 million tons by 2020. Therefore, WEEE needs to be remanu-
production-inventory systems [20]. factured due to its hazardous content, as it may lead to environ-
Research Cluster 4: Remanufacturing applications and new mental problems. Numerous studies have examined the process
trends. of remanufacturing for WEEE in terms of its cleaning, disassem-
In the remanufacturing business cluster, there are studies re- bling, reprocessing and reassembling. To improve the environ-
lated to words of electronic equipment, waste electrical and elec- mental management of WEEE, two different directives (WEEE
tronic equipment (WEEE), sector, China, economy, automotive Directive and RoHS Directive) are working together [37]. China
part, and legislation (see Fig. 8). Here, the papers mainly aim to and Korea have followed the EU in promulgating regulations to
provide general knowledge regarding the remanufacturing busi- manage electronic equipment waste, to ensure that its electronic
ness. The benefits of remanufacturing and the latest trends in the exports can compete globally and to improve electronics waste
remanufacturing business are also presented. programs. Statistics released by the China Electronics Import
Remanufacturing is practiced in many industries includ- & Export Corporation estimate that 70% of China’s electron-
ing those that sell photocopiers, computers, telecommunication ics exports will be impacted by WEEE and RoHS requirements
equipment, automotive parts, office furniture, and tires. The cost [37]. Apart from OECD’s EPR program, in the USA, many of
of remanufacturing is less compared to manufacturing a new the electronics companies (e.g., Xerox, Microsoft, Acer, Apple,
product, as many parts and components are reused [16]. This Asus, Dell, HP, Canon, Kodak, Lenovo, LG, Toshiba, Samsung,
has already been applied to various products such as automo- Panasonic, and Mitsubishi) have voluntary take-back programs,
bile parts, machinery, ink cartridges, medical devices, and fur- although there is no law requiring this (electronicstakeback.
niture [41]. Lund and Hauser [51] identified 113 product areas, com).
in which remanufacturing occur. In the USA, the major product As depicted in subcluster 1 in Fig. 8, many studies target the
areas are motor vehicle parts, electrical motors and generators, remanufacturing activities in China. Considering the consider-
pumps, transformers, laser toner cartridges, industrial machin- able economic and environmental benefits of the remanufactur-
ery, tires, industrial valves, and office furniture. ing process, this field has been long promoted by the Chinese
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1068 IEEE TRANSACTIONS ON ENGINEERING MANAGEMENT, VOL. 68, NO. 4, AUGUST 2021
government through laws and policies since 2005. Many studies shows that China and the USA exert strong dominance at all
have examined this field in the China region with a management levels. Nearly 60% of global research is the result of research
perspective, focusing on the supply chain, financial benefits and activities of China and the USA. The USA usually has dom-
implementation barriers, etc. Furthermore, the studies mostly inance in many areas as the top publishing nation, but China
focus on the automotive parts’ and electronics products’ reman- also has a dominance in this field due to their key role in global
ufacturing process in China, and this may be a reflection of their manufacturing and the types of materials and products that they
focus on the remanufacturing industry, as China is the largest ex- manufacture.
porter in the electronics industry and the fourth biggest exporter A key group of researchers in this area are divided based on
of automotive parts. Lee et al. [41] discussed remanufacturing two generic remanufacturing functions: 1) those researchers who
activities under different countries such as the USA, EU, China, are related to the management and business operations of the
Brazil, India, Japan, Singapore, and Korea. remanufacturing process; and 2) those researchers who are
The increasing amount of energy and material consumption is focusing on the product and process-level remanufacturing
harming the environment. For this reason, sustainable manufac- problems. Some researchers, such as S. M. Gupta, lead the
turing is more important than ever before. The EOL strategies management domain, while B. S. Xu leads the engineer-
for products and product recovery options mentioned in Table I ing domain. Likewise, the results indicate that many of the
have been popular. Remanufacturing the used products instead USA-based scholars are focusing on managerial aspects, and
of manufacturing new ones has been claimed to save energy and many in China are focusing on material and remanufacturing
resources. As shown in subcluster 2 in Fig. 8, there are studies engineering-related research.
that discuss how remanufacturing saves energy. Some studies The examination of scientific fields reveals four distinct cat-
compare remanufactured device and new product performance egories of remanufacturing research: production planning and
in the use phase from an energy standpoint; the life cycle as- control of remanufacturing, material and remanufacturing engi-
sessment framework is utilized for this purpose. Lee et al. [41] neering, supply chain management of the remanufacturing pro-
presented papers under their subcluster of environmental and cess, and remanufacturing applications and new trends. Based
economic issues. on these four main clusters, Table VI displays the scientometric
output for the remanufacturing research categorizing subareas
and their key research themes.
V. CONCLUSION Compared to previous studies, this research adds consider-
The aim of this paper was to map scientific, organizational, able value in terms of generating the scientometric categoriza-
and national concentration zones by using an innovative method, tion of the remanufacturing field based on a quantitative and
as described. An examination of remanufacturing research tech-mining-based approach, for which all management- and
involvement at an individual, organizational, or national level engineering-related research domains are used to illustrate the
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OZCAN AND CORUM: SCIENTOMETRIC ANALYSIS OF REMANUFACTURING 1069
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1070 IEEE TRANSACTIONS ON ENGINEERING MANAGEMENT, VOL. 68, NO. 4, AUGUST 2021
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