【作者】 何川；

【导师】 张鹏；

【作者基本信息】 西南石油学院 ， 机械设计及理论， 2004， 博士

【摘要】 面对动态多变的市场环境，制造企业为了提升竞争力需要进行产品创新，以解决TQCS(Time-Quality-Cost-Service)难题。设计是产品开发过程中最重要的环节之一，而方案设计(又称概念设计)又是设计过程中最重要的阶段，因为方案设计决定了产品的基本特征和主要框架，后续的过程只是对这些设计概念的具体化和实现。面对二十一世纪产品竞争日益加剧的挑战，传统的设计手段和过程不足以很好地满足现代产品开发的需求。本文将发明问题解决理论(TRIZ)作为方案设计的理论与方法，建立了基于TRIZ的产品方案设计智能决策支持系统(简称TRIZ-IDSS)，是集决策支持技术、人工智能技术、TRIZ理论于一体的计算机系统，是提供方案设计决策支持的必要手段，同时也是我国机械行业亟待研究的课题。本文针对TRIZ-IDSS的理论基础与方法、系统框架结构、问题求解系统、知识系统这几方面进行了深入系统的研究，主要研究内容和成果包括： (1)提出了基于TRIZ的创新方案设计方法。本文讨论了TRIZ的产生背景、理论与方法，提出了TRIZ解决问题的一般框架。通过设计问题的病态结构的分析，论证了方案设计也属于病态问题，提出了病态问题的基于知识的解决方案，同时也论证了在方案设计中引入TRIZ理论的重要性。探讨了方案设计中信息的表示方法，提出了基于TRIZ的方案设计智能决策的理论与方法。 (2)建立了基于数据仓库的TRIZ-IDSS的理论框架。针对系统关键技术和数据仓库的开发方法进行了研究，提出了一种支持集成推理的多库集成模式的体系结构。设计了由知识系统、问题处理系统、人机接口构成的系统总体结构。 (3)确定了问题求解系统的构造方法。本文从问题求解子系统的方案生成、方案评价和方案决策三个阶段进行了讨论，提出了基于协同推理的TRIZ-IDSS方案生成的理论和方法、基于加权模糊推理的TRIZ-IDSS方案评价理论与方法和TRIZ-IDSS方案优选的模糊多属性决策方法。 (4)确定了知识系统的设计方法。本文提出了基于一阶谓词逻辑的模型表示方法和模型组合运行的实现技术，采用面向对象技术构造知识库和模型库，从专利分析，关系型数据库技术以及产生式规则三方面着手研究了一种基于专利的知识获取系统。 (5)将TRIZ求解技术、创新原理知识库与方案设计过程有机地融合在一起，构建了基于TRIZ的机械产品创新方案设计智能决策支持系统。通过对热交换器的改进设计分析，论证了该方案的可行性。更多还原

【Abstract】 In the dynamic and changing market environment, manufacture enterprises have to conduct product innovation, and adopt for solving Time-Quality-Cost-Service (TQCS) problems. Design activity is one of key points in the products development procedure, while conceptual design is most important in design activity. This is because the basic features and mainframe of products are determined in the conceptual design phase, and the tasks of follow-up steps are only to substantiate and embody these design concepts. With the severe competition of products in 21st, century, traditional design methods and procedures cannot meet well the demands of modern products development. The theory of innovation problem solving (TRIZ) is introduced to the conceptual design, intelligent decision support system (IDSS) for product conceptual design based on TRIZ (TRIZ-IDSS) is a computer system integrated with decision support technology, artificial intelligence and the theory of product conceptual design, which is a necessary means to provide decision support for conceptual design and also is an urgent problem to be resolved in mechanical industry of China. The theory and methods, the system frame, the problem solving system and the knowledge system of TRIZ-IDSS are discussed, which include:(1) The methods of innovative conceptual design based on TRIZ are presented. Based on the description of the background, theory and methods of TRIZ, the general frame of solving problem by using TRIZ are brought forward. Based on the analysis of the morbidity structure of design problems, it is demonstrated that the conceptual design is also belong to the morbidity problems and that it is very important to introduce TRIZ into the conceptual design, the solving projects of the morbidity problems based on knowledge are brought forward. The information description methods during conceptual design are discussed in order to put forward the theory and method of the intelligent decision of conceptual design based on TRIZ.(2) The theoretic frame of TRIZ-IDSS based on data warehouse is built. Aimed at the key technology of the system and the development methods of data warehouse, one kind of frame based on the multi-base integration mode that can support the integration reasoning is presented. The general structure composed by the knowledge system, the problem processing system and the human-computer interaction is designed.(3) The constructional method of problem processing system is gained. The theory and methods of conceptual project generating, conceptual project evaluation and decision-making are also discussed. In the process of conceptual project generating, the theory and methods of generating TRIZ-IDSS conceptual project based on cooperating reasoning is presented. In the process of conceptual project evaluation, the theory and methods of TRIZ-IDSS conceptual project evaluation based on weight fuzzy reasoning are discussed. Studying project prioritized decision-making problems brings the conception of the attribute fuzzy satisfaction forward.(4) The method of designing knowledge system is gained. The technique of model description and model combination run based on FOL (first order logic) is discussed. The Object-Oriented technique is adopted to construct knowledge base and model base. Based on theanalysis of patents, the technique of object-relational database and product-rule representing knowledge, a knowledge acquisition system based on patent is developed.(5) Combining the problem solving technique of TRIZ, the knowledge base of innovation principles and the process of conceptual design, an intelligent decision support system for conceptual innovation design of mechanical product based on TRIZ is developed. The innovative conceptual design of a heat exchanger indicates that the system is feasible and reliable.更多还原