导　　师： 陈新

学科专业： 080202

授予学位： 博士

作　　者： ;

机构地区： 广东工业大学

摘　　要： 在21世纪，生产的竞争将会从以产品和生产力为主的市场竞争转变为以顾客需求为主的生产体系的竞争。以提高个性生活品质为目的的客户驱动制造技术因为有了网络这个载体，得以迅速发展起来。本文以提高基于网络的产品定制系统建立和执行的敏捷性作为主要目标，重点研究了产品族模型/(面向快速设计的产品母模型或基模型/)表达构建方法和产品实例推理机制。 论文首先回顾和分析了大规模定制产品设计理论，针对产品模型及数据建立过程复杂以及产品实例生成效率低等问题，提出了分步式模型构建和智能化推理的解决思路，并展开了如下工作： 1．提出了产品族模型分步式构建和智能配置策略及其系统框架，将产品族模型分解为基础模型和增强模型两部分，前者在系统建立阶段构建，后者在系统运行过程中通过自学习逐步生成，产品推理时则根据现有模型和数据状况灵活地选择推理方法。 2．通过分析产品族模型蕴含知识特性，提出了一种具体的产品族基础模型表达——产品族元件分级对象模型/(GCOM/)，分别定义了各级元件对象、层次联接结构模型和元件对象关系，并探讨了产品族元件分级对象实例的生成与产品实例快速获取的机制。随后，基于GCOM，提出了一种产品族增强模型表达——产品族骨架模型/(SKM/)，分别研究了SKM的两个组成部分——产品族析取骨架模型/(ESKM/)与产品族关联骨架模型/(ASKM/)的构成与特性，并提出了ESKM析取、ESKM选择决策树学习以及产品定制决策树学习等模型生成算法。这些理论方法可以充分支持模型的分步式构建以及产品实例智能配置。 3．基于GCOM和SKM，提出了结合了多种推理技术的产品实例智能配置技术框架，并研究了其中的产品功能结构元件推理技术与产品实例综合推理机制。提出了客户需求——功能域表达映射、功能域表达——元件对象推理、通用约束求解、基于GCOM与模板的推理、基于GCOM的直接推理以及基于GCOM和SKM的推理等方法，并分析比较了几种推理方法的性能。 4．提出了基于网络的产品定制集成系统技术框架，并描述了其中的产品族模型分步式构建和智能配置系统的功能结构。随后，给出了一种基于GCOM和SKM的产品定制系统构造的技术方法，并以山地车产品族实例，从公用基础平台构造出一个基于网络的产品定制系统。再以上述系统为平台，应用 广东工业大学工学博士学位论文 前文提出的理论，实现了一个具体的山地车产品族模型的构建与产品实例 的推理的全过程。包括:山地车GCOM的建立;山地车ESKM的析取; 山地车ESKM选择抉择树的学习;山地车功能结构元件推理;基于GCOM 和SKM的推理方法，最后成功生成满足定制要求的产品实例。 本课题在国家自然科学基金项目“异地制造资源的快速构造与运行控制” /(59985002/)和广东省自然科学基金团队项目“实现数码工厂的关键技术和基 础理论研究”/(2003051/)的资助下，分别开发了“电话机个性化定制原型系统”、 “仪器仪表个性化定制系统”/(惠美仪器仪表有限公司/)和“山地车网络化定制 系统”等，分阶段对上述关键技术进行了验证与实践，取得了阶段性的研究和 应用成果。 In 21 Century, the competition of enterprises will shift from the market dominated by product and productivity to the manufacture architecture driven by the demand of customers. Thanks to the carrier of internet, the customer-driven manufacture which purposes on lifting the life quality of individuals can be developing quickly. This dissertation takes raising the agility of the building and executing of the product customization system as its main objective, and focuses on studying the technologies of presentation and construction of Product Family Model /(PFM, the matrix model for rapid design/) and the mechanism of product reasoning. Firstly, the dissertation reviews and analyses the theories of the product design for Mass Customization /(MC/), then presents the idea of the stepping constructing of PFM and intelligent reasoning of product to improve the procedure of PFM constructing and product reasoning. The main research works of the dissertation are as follows: 1. The strategy and the logical framework of the stepping constructing and intelligent configuration of PFM are proposed, in which the PFM is divided into two parts-Foundation Model and Enhanced Model. The former is built in the phase of building system, and the later is generated gradually in course of system executing, and different reasoning means will be used according to different situation. 2. A Foundation Model - the Graded Component Object Model of Product Family /(GCOM/) is offered on the analysis of knowledge characteristics of PFM. Then, the component object, the Conjunctional Hiberarchy Model of Product /(CHM/) and the relationships among component objects are defined respectively. Whereafter, the rapid generating mechanism of the instances of component objects and product is introduced. Based on the theory of GCOM, an Enhanced Model - the Skeleton Model of Product Family /(SKM/) is offered. After studied the constitutes and characteristics of the two parts of SKM - the Extracting Skeleton Model of Product Family /(ESKM/) and the Associated Skeleton Model of Product Family /(ASKM/), some relative methods supporting the stepping constructing and intelligent configuration of PFM are proposed, such as the extracting algorithm of ESKM, the decision tree learning algorithm of ESKM choosing and product customization. 3. Based on the theories of GCOM and SKM, a technical framework of intelligent configuration of product instance is presented. Then, the reasoning technology of function-structure component and reasoning mechanism of product instance are studies respectively. Some methods such as the mapping algorithms from customer demand domain to function domain and from function domain to structure domain, the generic algorithm of constraints resolving, the reasoning algorithm based on GCOM and template, the reasoning algorithm based on GCOM and SKM, et aL Finally, the performances of these reasoning algorithms are analyzed. 4. A technical famework of internet based product customization integrated system is proposed, in which the functional structure of the system of stepping constructing and intelligent configuration of PFM is described. A technical method of constructing the system of product customization based on GCOM and SKM is offered subsequently. As an application example, a mountain bike /(MTB/) customization system is built from a universal foundation platform. By executing the system, the PFM of a kind of mountain bikes is constructed, and then, a product instance is obtained. The procedures include the constructing of GCOM, the extracting of ESKM, the learning of the decision tree of ESKM choosing, the function-structure reasoning and the MTB instance reasoning based on GCOM and SKM. The research is supported by A National Natural Science Fund and A Team Project of Natural Science Fund of GuangDong Province. Several application systems such as "The Telephone Customization System",'The Instrument /& meter. Customization System" and "The Mountain Bike Customization System" are developed for impementing and validating those k

关 键 词： 网络化客户驱动制造 产品族模型 元件分级对象模型 骨架模型 智能配置

分 类 号： [TH164]

领　　域： [机械工程]