基于实例的产品配置技术研究
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摘要
随着客户需求逐渐个性化、多样化。以较低的成本快速设计出高客户满意度的产品是决定企业能否在竞争中获得优势的重要因素。企业必须改变以往的生产模式,向大批量定制生产模式转型,而又不能完全抛弃以往的资源,因此,研究如何快速、准确并低成本的在已有的产品基础上,根据订单变型具有现实意义。
本文首先结合企业已有的产品和预测信息,建立实例产品族的层次结构模型。为实现产品族的动态更新,引入时间更新和空间更新概念,并以基于TRIZ创新原则的需求拓展作为空间更新的手段,以个性化需求预测系统作为时间更新的手段,最后对产品族结构进行状态分析,保证产品族的动态全面性性
通过调解聚类粒度和客户满意度之间的矛盾,对批量订单进行聚类处理;以层次分析法将类订单与产品族联系起来,并以理想解法来求解产品实例对类订单的满意度,以灰色关联分析法来求解产品实例和类订单之间的关联程度,实现位置和形状的双匹配,最后以减速机为实例对配置过程进行验证。
Customer demands become personalized and diversified increasingly. Designing low cost products with higher customer satisfaction quickly is an important factor, which decides whether an enterprise can acquire strength in the competition. Enterprises must change the past mode of production into mass customization mode, but can not completely discard the past resources. As a consequence, the research of deformation of the orders has a practical significance with fast, accurate and low cost in the existing products.
Firstly, companies combine existing products with forecast information and establish an instance of the hierarchy model of product family. To achieve the dynamic update of product family, this paper introduces the updating concepts of time and space, take the expanding demand of TRIZ-based innovation principles as a means of space update, and take the individual demand forecasting system as a means of time update. Finally, this paper analyzed the structure of the product family and guaranteed dynamic comprehensive of product family.
This paper clustered bulk orders according to mediate the conflict between cluster size and customer satisfaction; linked similar orders with the product family with the hierarchy analysis, and used the ideal solution to solve the satisfaction of product examples and similar orders, and used the gray relative analysis method to solve the relevancy of product examples and similar orders to achieve the two-match of position and shape. Finally, this paper takes reducer as an example to verify the configuration process.
本文首先结合企业已有的产品和预测信息,建立实例产品族的层次结构模型。为实现产品族的动态更新,引入时间更新和空间更新概念,并以基于TRIZ创新原则的需求拓展作为空间更新的手段,以个性化需求预测系统作为时间更新的手段,最后对产品族结构进行状态分析,保证产品族的动态全面性性
通过调解聚类粒度和客户满意度之间的矛盾,对批量订单进行聚类处理;以层次分析法将类订单与产品族联系起来,并以理想解法来求解产品实例对类订单的满意度,以灰色关联分析法来求解产品实例和类订单之间的关联程度,实现位置和形状的双匹配,最后以减速机为实例对配置过程进行验证。
Customer demands become personalized and diversified increasingly. Designing low cost products with higher customer satisfaction quickly is an important factor, which decides whether an enterprise can acquire strength in the competition. Enterprises must change the past mode of production into mass customization mode, but can not completely discard the past resources. As a consequence, the research of deformation of the orders has a practical significance with fast, accurate and low cost in the existing products.
Firstly, companies combine existing products with forecast information and establish an instance of the hierarchy model of product family. To achieve the dynamic update of product family, this paper introduces the updating concepts of time and space, take the expanding demand of TRIZ-based innovation principles as a means of space update, and take the individual demand forecasting system as a means of time update. Finally, this paper analyzed the structure of the product family and guaranteed dynamic comprehensive of product family.
This paper clustered bulk orders according to mediate the conflict between cluster size and customer satisfaction; linked similar orders with the product family with the hierarchy analysis, and used the ideal solution to solve the satisfaction of product examples and similar orders, and used the gray relative analysis method to solve the relevancy of product examples and similar orders to achieve the two-match of position and shape. Finally, this paper takes reducer as an example to verify the configuration process.
引文
[1]傅小华,黎志成.大规模定制生产及其实现机制研究.科技进步与对策. 2003,(9):19-20
[2] Yeh, R. T, Pearlson, K. Zero time: A conceptual architecture for 21st century enterprises. Sep. 15,1998. Output:1~35.8 Sep tember.2003
[3]张芬,陈卓宁,严晓光.大规模定制下的产品配置设计研究.华中科技大学学报:自然科学版, 2005 , 33(2) : 99-102.
[4] BL ECKER T, ABDEL KAFI N, KREU TL ER G, et al. Product configuration systems: state of the art, conceptualization and extensions [C] //Proceedings of the 8th Maghrebian Conference on Software Engineering and Artificial Intelligence.2004,25~36
[5]何陈棋,谭建荣,张树有,王世伟.基于本体论和知识规则的大批量定制配置设计技术研究.中国机械工程. 2004,Vol.15(9):783~789
[6]屠立,张树有,陆长明.基于知识模板的复杂产品设计重用方法研究.计算机集成制造系统. 2009,Vol.15(6):1041~1049
[7]王生发,顾新建,郭剑锋.面向实例推理的产品设计本体建模研究及应用.机械工程学报. 2007,43 (3):112~117
[8]于芳芳,黄翔,文和.实例推理在冲模设计中的应用.机械制造与研究. 2005,34(1):11-14
[9]刘轶茜,杨家明.基于实例推理的智能服装图形设计系统.中国图像图形学报. 2005,8(A):736~739
[10] TSEN G H E , CHAN G C C, Ch ANG S H. Applying case-based reasoning for product configuration in mass customization environments. Expert Systems with Applications.2005,29 (4):913~925
[11] DU X, JIAO J, TSENG M M. Modeling platform-based product configuration using programmed attributed graph grammars. Journal of Engineering Design. 2003,14 (2):145~167
[12] L EE H J, L EE J K. An effective customization procedure with configurable standard models. Decision Support Systems.2005,41 (1):262~278
[13]吴健,陈刚,尹建伟,董金祥.基于本体的产品配置知识共享.浙江大学学报. 2004,38(4):478~485
[14] WANG Shengfa, GU Xinjian, GUO Jianfeng. Research andapplication of ontology modeling for product design based oncased reasoning[J]. Chinese Journal of Mechan -ical Engineering. 2007, 43(3):112-117
[15] TSENG M M, JIAO Jianxin. Case-based evolutionary design for mass customization[J]. Computers and Industrial Engineering, 1997, 33(3/4):319-323
[16] AHN Y W, AHN H J, PARK S J. Knowledge and case-based reasoning for customization of software processes-a hybrid approach[J]. International Journal of Software Engineering and Knowledge Engineering, 2003, 13(3):293-312
[17] WANG Xin, TAN Jianrong, SUN Weihong. Research on technology of case-based configuration for requirement product[J]. China Mechanical Engineering, 2006, 17(2):146-151
[18]但斌,覃燕红,王江平.基于实例和CSP的产品配置方法.重庆大学学报. 2008,31(5):511-514
[19] WANG Shiwei, TAN Jianrong, ZHANG Shuyou, et al. Case-based product configuration and reuse in mass customization[J]. Chinese Journal of Mechanical Engineering, 2004, 17(2):233-236
[20]但斌,姚玲,经有国.基于产品族实例本体模型的产品配置方法研究.计算机集成制造系统. 2009,15(4): 645-651
[21]赵健.基于智能配置的产品快速设计研究与应用.高校立刻研究. 2009,34: 450-451
[22] YuriAvramenko, Andrzej Kraslawski.Similarity concept for case-based design in process engineering. Computers and Chemical Engineering ,2006,30:548-557
[23] Chieh Yuan Tsai, Chuang Cheng Chiu. A case-based reasoning system for PCB Principal Process Parameter identification. Expert Systems with Application, 2007,32: 1183-1193
[24]韦俊民,金华,林忠钦.产品族设计中的零件相似性评价方法.上海交通大学学报,2007,41(8):1218-1222
[25] C B Cheng. A Fuzzy Inference System for Similarity Assessment in Case-Based Reasoning System: An Application to Product Design. Mathematical and Computer Modeling, 2003,38:385-394
[26]付相君,李善平.产品的相似性推理:一种描述逻辑的方法.计算机辅助设计与图形学学报,2006,18(4): 569-573
[27]蒋占四,陈立平,罗年猛.最近邻实例检索相似度分析.计算机集成制造系统. 2007,13(6):1165-1168
[28] L. Jiang, V. Allada. Robust modular product family design using a modified tag chi method. Journal of Engineering design. 2005,16(5):443~458
[29] R.Reiehwald, M.Miler, F. piller. Satisfaction of customer codesigners: process versus product satisfaction. In the 34th Conference of the European Marketing Academy (EMAC 2005), Milan. 2005:1029-1041
[30] N. Karacapilidis, Leckner T. A recommendation based framework for online product configuration. In the 6th International Conference on Enterprise information Systems(ICEI2004),Porto,Portugal. 2004:689-670
[31] T. Leckner, M. Lacher. Simplifying configuration through customer oriented product models. In international conference on Engineering Design ICED 03,Stockholm. 2003:356-378
[32]谭建荣,戴若夷,冯毅雄,谢清. Mc与广义需求集成中的需求信息元方法研究.计算机辅助设计与图形学学报. 2004,16(12):1684-1690
[33] J. Jiao and Y. Zhang. Product portfolio Planning with customer engineering interaction. IIE Transactions.2005,37(9):801~814
[34] J. Jiao and Y. Zhang. Product portfolio identification based on association rule mining. Computer-Aided Design.2005,37:149~152
[35]张建军,刘光复,张利.客户驱动的大批量定制模型研究.计算机辅助设计与图形学. 2004,16(12):1691-1695
[36]张利.大批量定制模型的客户驱动参数映射与描述结构研究.合肥工业大学学报(自然科学版). 2003,26(6):1152-1156
[37]赵光艳,刘伟,刘达斌.用变型指标确定动态用户需求对产品重新设计的影响.重庆大学学报. 2003,26(9): 56-59
[38]王爱民,孟明辰,黄靖远.通过动态QFD实现需求驱动的产品族设计方法研究.中国机械工程. 2003,14(8): 666-670
[39]秦红斌.基于公共产品平台的产品族设计技术研究.博士论文. 2006
[40] Richard Y.K. Fung,P.Y. Chong. An active styling platform for designing and developing product family. Journal of Intelligent Manufacturing. 2007,18(1):47-58
[41] Yajing Si, Jiayin Qi, Huaying Shu, Hua Ai. Mobile Customer Demand Discrimination Modeling in Enterprise Information Systems. International Federation for Information Processing. 2006,205:583-588
[42] H.H.Wu, Y.H. Liao, P.C. Wang. Using grey theory in quality function deployment to analyse dynamic customer requirements. International Journal Advance Manufacturing Technology. 2005,25: 1241–1247
[43]徐新胜,杨维学.基于定制产品实例数据的产品族结构进化研究.计算机集成制造系统. 2009,15(3):440-444
[44]常艳,武建伟.基于本体表达的客户需求拓展分析.浙江大学学报.工学版. 2009,43(3):430-433,545
[45]刘文远,陈灿.基于实体亲和度的主题数据规划库.计算机工程. 2008,34(15):42-43,53
[46]舒宇.基于能力需求的武器装备体系结构建模方法与应用研究.博士论文. 2009
[2] Yeh, R. T, Pearlson, K. Zero time: A conceptual architecture for 21st century enterprises. Sep. 15,1998. Output:1~35.8 Sep tember.2003
[3]张芬,陈卓宁,严晓光.大规模定制下的产品配置设计研究.华中科技大学学报:自然科学版, 2005 , 33(2) : 99-102.
[4] BL ECKER T, ABDEL KAFI N, KREU TL ER G, et al. Product configuration systems: state of the art, conceptualization and extensions [C] //Proceedings of the 8th Maghrebian Conference on Software Engineering and Artificial Intelligence.2004,25~36
[5]何陈棋,谭建荣,张树有,王世伟.基于本体论和知识规则的大批量定制配置设计技术研究.中国机械工程. 2004,Vol.15(9):783~789
[6]屠立,张树有,陆长明.基于知识模板的复杂产品设计重用方法研究.计算机集成制造系统. 2009,Vol.15(6):1041~1049
[7]王生发,顾新建,郭剑锋.面向实例推理的产品设计本体建模研究及应用.机械工程学报. 2007,43 (3):112~117
[8]于芳芳,黄翔,文和.实例推理在冲模设计中的应用.机械制造与研究. 2005,34(1):11-14
[9]刘轶茜,杨家明.基于实例推理的智能服装图形设计系统.中国图像图形学报. 2005,8(A):736~739
[10] TSEN G H E , CHAN G C C, Ch ANG S H. Applying case-based reasoning for product configuration in mass customization environments. Expert Systems with Applications.2005,29 (4):913~925
[11] DU X, JIAO J, TSENG M M. Modeling platform-based product configuration using programmed attributed graph grammars. Journal of Engineering Design. 2003,14 (2):145~167
[12] L EE H J, L EE J K. An effective customization procedure with configurable standard models. Decision Support Systems.2005,41 (1):262~278
[13]吴健,陈刚,尹建伟,董金祥.基于本体的产品配置知识共享.浙江大学学报. 2004,38(4):478~485
[14] WANG Shengfa, GU Xinjian, GUO Jianfeng. Research andapplication of ontology modeling for product design based oncased reasoning[J]. Chinese Journal of Mechan -ical Engineering. 2007, 43(3):112-117
[15] TSENG M M, JIAO Jianxin. Case-based evolutionary design for mass customization[J]. Computers and Industrial Engineering, 1997, 33(3/4):319-323
[16] AHN Y W, AHN H J, PARK S J. Knowledge and case-based reasoning for customization of software processes-a hybrid approach[J]. International Journal of Software Engineering and Knowledge Engineering, 2003, 13(3):293-312
[17] WANG Xin, TAN Jianrong, SUN Weihong. Research on technology of case-based configuration for requirement product[J]. China Mechanical Engineering, 2006, 17(2):146-151
[18]但斌,覃燕红,王江平.基于实例和CSP的产品配置方法.重庆大学学报. 2008,31(5):511-514
[19] WANG Shiwei, TAN Jianrong, ZHANG Shuyou, et al. Case-based product configuration and reuse in mass customization[J]. Chinese Journal of Mechanical Engineering, 2004, 17(2):233-236
[20]但斌,姚玲,经有国.基于产品族实例本体模型的产品配置方法研究.计算机集成制造系统. 2009,15(4): 645-651
[21]赵健.基于智能配置的产品快速设计研究与应用.高校立刻研究. 2009,34: 450-451
[22] YuriAvramenko, Andrzej Kraslawski.Similarity concept for case-based design in process engineering. Computers and Chemical Engineering ,2006,30:548-557
[23] Chieh Yuan Tsai, Chuang Cheng Chiu. A case-based reasoning system for PCB Principal Process Parameter identification. Expert Systems with Application, 2007,32: 1183-1193
[24]韦俊民,金华,林忠钦.产品族设计中的零件相似性评价方法.上海交通大学学报,2007,41(8):1218-1222
[25] C B Cheng. A Fuzzy Inference System for Similarity Assessment in Case-Based Reasoning System: An Application to Product Design. Mathematical and Computer Modeling, 2003,38:385-394
[26]付相君,李善平.产品的相似性推理:一种描述逻辑的方法.计算机辅助设计与图形学学报,2006,18(4): 569-573
[27]蒋占四,陈立平,罗年猛.最近邻实例检索相似度分析.计算机集成制造系统. 2007,13(6):1165-1168
[28] L. Jiang, V. Allada. Robust modular product family design using a modified tag chi method. Journal of Engineering design. 2005,16(5):443~458
[29] R.Reiehwald, M.Miler, F. piller. Satisfaction of customer codesigners: process versus product satisfaction. In the 34th Conference of the European Marketing Academy (EMAC 2005), Milan. 2005:1029-1041
[30] N. Karacapilidis, Leckner T. A recommendation based framework for online product configuration. In the 6th International Conference on Enterprise information Systems(ICEI2004),Porto,Portugal. 2004:689-670
[31] T. Leckner, M. Lacher. Simplifying configuration through customer oriented product models. In international conference on Engineering Design ICED 03,Stockholm. 2003:356-378
[32]谭建荣,戴若夷,冯毅雄,谢清. Mc与广义需求集成中的需求信息元方法研究.计算机辅助设计与图形学学报. 2004,16(12):1684-1690
[33] J. Jiao and Y. Zhang. Product portfolio Planning with customer engineering interaction. IIE Transactions.2005,37(9):801~814
[34] J. Jiao and Y. Zhang. Product portfolio identification based on association rule mining. Computer-Aided Design.2005,37:149~152
[35]张建军,刘光复,张利.客户驱动的大批量定制模型研究.计算机辅助设计与图形学. 2004,16(12):1691-1695
[36]张利.大批量定制模型的客户驱动参数映射与描述结构研究.合肥工业大学学报(自然科学版). 2003,26(6):1152-1156
[37]赵光艳,刘伟,刘达斌.用变型指标确定动态用户需求对产品重新设计的影响.重庆大学学报. 2003,26(9): 56-59
[38]王爱民,孟明辰,黄靖远.通过动态QFD实现需求驱动的产品族设计方法研究.中国机械工程. 2003,14(8): 666-670
[39]秦红斌.基于公共产品平台的产品族设计技术研究.博士论文. 2006
[40] Richard Y.K. Fung,P.Y. Chong. An active styling platform for designing and developing product family. Journal of Intelligent Manufacturing. 2007,18(1):47-58
[41] Yajing Si, Jiayin Qi, Huaying Shu, Hua Ai. Mobile Customer Demand Discrimination Modeling in Enterprise Information Systems. International Federation for Information Processing. 2006,205:583-588
[42] H.H.Wu, Y.H. Liao, P.C. Wang. Using grey theory in quality function deployment to analyse dynamic customer requirements. International Journal Advance Manufacturing Technology. 2005,25: 1241–1247
[43]徐新胜,杨维学.基于定制产品实例数据的产品族结构进化研究.计算机集成制造系统. 2009,15(3):440-444
[44]常艳,武建伟.基于本体表达的客户需求拓展分析.浙江大学学报.工学版. 2009,43(3):430-433,545
[45]刘文远,陈灿.基于实体亲和度的主题数据规划库.计算机工程. 2008,34(15):42-43,53
[46]舒宇.基于能力需求的武器装备体系结构建模方法与应用研究.博士论文. 2009