【作者】 刘伟；

【导师】 檀润华；

【作者基本信息】 河北工业大学 ， 机械工程， 2018， 博士

【摘要】 大国重器,创新为魂;技术创新,方法先行。愈演愈烈的贸易战争令市场竞争愈发严峻,中国的制造业面临着巨大压力和挑战。突破性创新能够在短时间内创造显著的创新红利,现已成为当前世界相关学术领域所关注的热点。在此紧要关头,产生颠覆性技术变革的突破性创新,将会对中国企业的生存和发展带来重大转机。围绕突破性创新本质的研究奠定了本文的理论基础,丰富的技术创新方法,为本文的研究工作提供了重要的借鉴。基于知识的创新设计更为本文的研究提供了科学依据。面向创新的交叉学科知识应用的研究,为本文提出科学的研究路线提供了重要启示。信息科技的飞速发展,形成相关的理论和工具,为本文的研究提供了科学的实现手段。然而,由于突破性创新实现的高度不确定性,突破性创新产生的本质和技术实现的方法还需进一步的探索和研究。知识在突破性创新中的重要性虽已被诸多的研究所证实,但如何基于知识融合形成突破性创新成果还需要科学合理的设计方法和实现路径。如何通过合理地通过跨域知识融合产生机械产品突破性创新成果,都值得更深入地研究。基于现有研究和不足,本文针对机械产品突破性创新中的跨域知识融合的关键技术进行了深入研究,进而提出科学的创新设计方法,工具来提高机械产品突破性创新的效率。为实现研究目标,本文的主要研究工作包含以下几个方面:1.本文分别从研究的理论基础和实现方法两个方面对国内外的相关研究进行了综述。具体包含了突破性创新原理,突破性创新设计,知识融合方法,知识融合驱动的创新设计等方面。从中总结归纳了突破性创新的主要特征和基于知识融合的创新设计的重要原理和方法。2.基于知识势能的创新设计机理。本文提出了产品知识的耗散过程,研究了产品知识势能的构成要素,并提出了产品知识势能的计算方法。从产品创新设计的角度,提出了利用跨域知识的融合来提高产品知识势能的策略,最终形成了跨域知识融合驱动的突破性创新设计机理。3.突破性创新设计知识的表征和跨域聚类。首先提出了产品设计知识本体的概念,并指出功能特征的关键性作用,进而提出了基于功能的设计知识表征方法可用于对不同领域的创新知识进行建模,这是实现跨域知识分析与应用的基础。随后,利用三角模糊数来对创新知识的功能重要度进行排序,结合创新的功能相似度计算和技术实现手段的特征,提出了面向创新设计的跨域知识聚类模型。4.突破性创新设计中的跨域知识融合策略。研究了知识融合驱动创新设计的原理,提出了基于技术系统差异度的突破性创新的界定方法,并由此指导形成了基于技术进化的突破性创新设想,研究并解决跨域知识融合的不相容问题,最后归纳了跨域知识融合驱动的突破性创新设计路径用于产生突破性创新设想。5.跨域知识融合的突破性创新设计模型及工具。分析研究了机械产品突破性创新的关键阶段,在此基础上将前述理论方法进行集成,形成了机械产品突破性创新设计模型,包含了面向子系统改进和新产品开发的两种具体形式。同时开发了一系列的辅助工具,来提高设计方法的自动化和智能化程度。最后,通过三个具体的机械产品的突破性创新设计实例,分别从面向子系统改进和新产品开发的两个角度来验证了所述设计方法,过程模型及实施工具的可用性和有效性。更多还原

【Abstract】 Innovation is the base for national powerful machinery,while innovative method is the key to the technological innovation.Recently,intensifying commercial wars accompanied by the increasingly marketing competition becomes a heavy blow to Chinese manufacturing industry.Owing to its ability to gain high innovation bonus in a short time,radical innovation has become a hotspot in international academic realm for innovative method.At this critical point,technological breakthroughs brought about by the radical innovation will play an essential role in the development of Chinese companies.This study is built on the research to reveal the essence of radical innovation,and supported by the rich fruits of innovation methods.Moreover,previous studies on the knowledge-based innovation as well as multiple knowledge convergence have provided scientific insights for understanding the topic of this study.The rapid development of information technology has formed relevant theories and tools,providing a scientific means of implementation for the research of this paper.However,due to the high degree of the uncertainty,it required further efforts to reveal the nature of radical innovation and study on proposing efficient technological means to realize the radical innovation.The important role played by knowledge in innovation has been verified by the previous researches.Built on this conclusion,it requires further explorations to formulate the knowledge-based radical innovation strategies and design methods for mechanical products.Based on the reviewing of known studies,this paper attempts to formulate a in-depth study revealing the key technologies to support cross-domain knowledge convergence in radical innovation of mechanical products and propose the efficient design methods to enhance the practical product developments.To do so,the study work of this paper mainly involves the following sections:1.This paper has reviewed the international and national studies related to the scientific basis as well as the practical design methods.The literature review involves but not limit to aspects about the principal mechanism of radical innovation,conceptual design methods for radical innovation,knowledge-based strategies for radical innovation and innovations originates from the knowledge convergence.As the result of reviewing,the main characteristics of radical innovation and methods for knowledge-based innovation are summarized to facilitate the basis for this paper.2.Theory of product radical innovation driven by the knowledge innovation potential.This paper has studied the diffusion mechanism of product knowledge innovation potential and the constitutions of knowledge innovation potential.Moreover,the paper proposed a computing method for knowledge innovation potential by their amount of inspired inventions such as the patents.From the viewpoint of knowledge innovation potential,paper also investigates strategies for radical innovations based on cross-domain knowledge convergence.3.Models of knowledge ontological and cross-domains cluster for radical innovations.This paper firstly develops the notion of product design knowledge ontology and points out the importance role played by functional characteristics in knowledge ontology.Subsequently,this paper proposed a knowledge ontology modeling methods to representing the innovation knowledge in different domains which is the foundation to the analysis and application of cross-domains knowledge convergence.To formulate a knowledge clustering method,this paper has applied the triangular fuzzy numbers to rank the importance of functional characteristics.Paper also summarized the design routes for radical innovation based on cross-domain knowledge convergence.4.Radical ideation based on the convergence of cross-domain knowledge.This research has studied the principles of innovation based on knowledge fusion and proposed a radicality evaluation method based on the technological changes.From the viewpoint of technological changes,the radical innovation strategies have been developed.Moreover,several routes for radical innovation have been proposed based on the idea of technological evolution.5.Design methods and tools for radical innovation based on the fusion of cross-domain knowledge.This paper firstly investigates the key stages of mechanical product radical innovation and integrates methods and tools for building the design algorithms of mechanical radical innovation that consist of two specific types:design algorithm based on the redesign of subsystem and design algorithm for new product development.Meanwhile,a series of programmers have been developed to improve the automation and intelligence of the proposed design methods.Lastly,three design cases of mechanical products radical innovation to verify the usability and effectiveness of the design methodology,process model and implementation tools proposed in this paper.更多还原