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Analysis of institutional authors

Lemus-Aguilar, ICorresponding Author

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April 11, 2024
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A Review of Industry 4.0 Assessment Instruments for Digital Transformation

Publicated to: Applied Sciences-Basel. 14 (5): 1693- - 2024-03-01 14(5), DOI: 10.3390/app14051693

Authors:

Iribarren, MZ; Garay-Rondero, CL; Lemus-Aguilar, I; Peimbert-García, RE
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Affiliations

Inst Future Educ, Tecnol Monterrey, Ave Eugenio Garza Sada 2501 Sur, Monterrey 64700 - Author
Sch Engn & Sci, Tecnol Monterrey, Ave Eugenio Garza Sada 2501 Sur, Monterrey 64700 - Author
Univ Politecn Madrid, Ind Escuela Negocios, C Jose Gutierrez Abascal 2 - Author
Univ Technol Sydney, Fac Engn & IT, Ultimo - Author
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Abstract

Featured Application A robust Systematic Literature Review (SLR) of assessment instruments (maturity models, roadmaps, frameworks, and readiness assessments) to assess the level at which Industry 4.0 is deployed in an organization. The research provides a comprehensive perspective of readiness assessment instruments for Industry 4.0 digital transformation and sets the foundations for future action plans and projects.Abstract Nowadays, different Industry 4.0 technologies have been implemented into diverse industries. However, these implementations are not standardized across similar industries and countries. Consequently, companies are actively looking for assessment instruments-maturity models, roadmaps, frameworks, readiness assessments-to assist in their digital transformation, to determine their Industry 4.0 level, and to identify technologies and strategies that should be implemented in specific areas, thus developing a feasible implementation plan. A review is conducted following the PRISMA (Preferred Reporting Items for Systematic Literature Reviews and Meta-Analyses) methodology to analyze the different research works on assessment instruments focused on Industry 4.0. A total of 538 articles, book chapters, conference proceedings, editorial material, reviews, and reports written in the English language were retrieved. Of these, 132 research papers were examined using a mixed analysis format to generate bibliometrics, and 36 articles were then deeply studied for a complete meta-analysis. The findings and insights of this meta-analysis led to a compilation and summary of dimensions, outcomes, enablers, and key components typically involved in Industry 4.0, which are comprehensively integrated to present the best practices for assessing Industry 4.0 and deploying a digital transformation that can impact productivity, flexibility, sustainability, quality, costs, and time.
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Keywords

Assessment instrumentsDigital transformationFrameworkIndustry 4.0Maturity modelMaturity modelsReadinessReadiness assessmentRoadmapSmart factorySystematic literature review

Quality index

Bibliometric impact. Analysis of the contribution and dissemination channel

The work has been published in the journal Applied Sciences-Basel due to its progression and the good impact it has achieved in recent years, according to the agency WoS (JCR), it has become a reference in its field. In the year of publication of the work, 2024 there are still no calculated indicators, but in 2023, it was in position 50/179, thus managing to position itself as a Q2 (Segundo Cuartil), in the category Engineering, Multidisciplinary. Notably, the journal is positioned en el Cuartil Q2 para la agencia Scopus (SJR) en la categoría Engineering (Miscellaneous).

Independientemente del impacto esperado determinado por el canal de difusión, es importante destacar el impacto real observado de la propia aportación.

Según las diferentes agencias de indexación, el número de citas acumuladas por esta publicación hasta la fecha 2026-04-24:

  • WoS: 12
  • Scopus: 16
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Impact and social visibility

From the perspective of influence or social adoption, and based on metrics associated with mentions and interactions provided by agencies specializing in calculating the so-called "Alternative or Social Metrics," we can highlight as of 2026-04-24:

  • The use, from an academic perspective evidenced by the Altmetric agency indicator referring to aggregations made by the personal bibliographic manager Mendeley, gives us a total of: 145.
  • The use of this contribution in bookmarks, code forks, additions to favorite lists for recurrent reading, as well as general views, indicates that someone is using the publication as a basis for their current work. This may be a notable indicator of future more formal and academic citations. This claim is supported by the result of the "Capture" indicator, which yields a total of: 132 (PlumX).

With a more dissemination-oriented intent and targeting more general audiences, we can observe other more global scores such as:

  • The Total Score from Altmetric: 4.
  • The number of mentions on the social network X (formerly Twitter): 6 (Altmetric).

It is essential to present evidence supporting full alignment with institutional principles and guidelines on Open Science and the Conservation and Dissemination of Intellectual Heritage. A clear example of this is:

  • The work has been submitted to a journal whose editorial policy allows open Open Access publication.
  • Assignment of a Handle/URN as an identifier within the deposit in the Institutional Repository: https://oa.upm.es/90719/

As a result of the publication of the work in the institutional repository, statistical usage data has been obtained that reflects its impact. In terms of dissemination, we can state that, as of

  • Views: 151
  • Downloads: 295
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Leadership analysis of institutional authors

This work has been carried out with international collaboration, specifically with researchers from: Australia; Mexico.

the author responsible for correspondence tasks has been LEMUS AGUILAR, ISAAC.

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