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基于功能进化的知识激励方法研究与系统实现

Research and System Realization of Knowledge Incentive Method Based on Functional Evolution

【作者】 李哲

【导师】 李文强; 杨吉忠;

【作者基本信息】 四川大学 , 机械工程(专业学位), 2021, 硕士

【摘要】 针对现代制造业机电产品设计的功能、结构及其设计参数等日益复杂,相关的专业技术、领域知识与协同研发任务也越来越多,设计过程中知识资源正在成为制造型企业十分重要的生产因素,制造业逐渐向基于知识的创新设计进行发展转变。在日益复杂的设计活动以及激烈的产品竞争下,如何通过有效的知识激励方法辅助设计者实现机电系统创新逐步成为亟待突破的难点。但现有计算机辅助创新设计系统以支持静态产品功能为设计目标,忽视了产品功能在产品进化过程的动态进化需求。为此,本文提出了一种支持机电产品功能动态创新设计方法,开发基于产品功能进化的设计知识检索系统,可有效辅助设计者基于产品功能进化阶段的进化需求获得针对性的知识,激励设计者进行知识的类比、组合、联想和发散,实现产品功能动态进化的创新设计过程。主要研究内容总结如下:(1)提出了支持机电系统创新的功能进化设计方法基于产品功能进化理论提出了一种面向机电系统创新的设计方法。以机电产品不同阶段进化需求为前提,以实现知识检索获取、知识驱动设计过程为主导思想,提出了基于产品功能进化的产品创新设计方法,构建出支撑机电系统创新的设计过程模型,阐述了机电系统基于该模型的自我优化、外部协同和升级重构等不同进化类型及进化过程。(2)提出了支持机电系统功能进化设计过程的知识表达方式基于产品功能进化的不同进化阶段的知识需求,提出了一种基于功能进化的设计知识分类方法,从功能进化进程角度确定用户需求层次并确定关联的知识粒度规范,基于知识粒度进行知识分类、组织与表达,建立面向不同功能进化阶段的知识表达模型,以支撑对产品功能不同进化阶段的功能需求及其不同策略下的思维激励方式,辅助设计者实现设计知识的类比、组合、联想和发散激励。(3)实现了支持功能进化设计的知识检索系统针对机电系统创新设计过程的不同进化需求,开发面向不同功能进化需求的知识检索系统。开发了包含知识组织、知识检索、知识迁移、系统管理等功能模块,通过知识组织模块建立进化需求与设计知识的映射关系,基于知识检索模块获取与需求相关的设计知识,通过知识迁移实现对设计者的知识激励,通过系统管理模块对不同层次设计过程进行管理,完成机电系统的进化设计过程。(4)基于功能进化进行了辐照样品孔塞设计应用基于开发的知识检索系统,完成了辐照样品孔塞的设计工作。以工程实际问题辐照样品孔塞设计需求使用知识检索系统,获得了大量与产品功能进化需求相关的设计知识,在相应知识激励方法下获得了多个极具可行性的创新设计方案。结果表明,基于本研究开发的系统中基于产品功能进化阶段需求特点进行需求表征,策略求解,知识查询,得到符合产品进化方向的设计方案,成功验证了该设计知识检索系统的有效性和实用性。

【Abstract】 In view of the increasingly complex functions,structures and design parameters of electromechanical product design in modern manufacturing industries,there are more and more related professional technologies,domain knowledge,and collaborative research and development tasks.Knowledge resources in the design process are becoming a very important production for manufacturing enterprises.Factors,the manufacturing industry is gradually developing and transforming to knowledge-based innovative design.Under the increasingly complex design activities and fierce product competition,how to assist designers to realize the innovation of electromechanical systems through effective knowledge incentive methods has gradually become a difficult point that needs to be broken through.However,the existing computer-aided innovation design system takes the support of static product functions as the design goal,ignoring the dynamic evolution requirements of product functions in the product evolution process.To this end,this paper proposes a method to support the dynamic innovative design of mechanical and electrical product functions,and develops a design knowledge retrieval system based on product function evolution,which can effectively assist designers in obtaining targeted knowledge based on the evolutionary needs of the product function evolution stage,and inspire designers Carry out the analogy,combination,association and divergence of knowledge to realize the innovative design process of the dynamic evolution of product functions.The main research contents are summarized as follows:1.Proposed a functional evolutionary design method that supports the innovation of electromechanical systems.Based on the product function evolution theory,a design method oriented to the innovation of electromechanical systems is proposed.On the premise of the evolutionary requirements of electromechanical products in different stages,the realization of knowledge retrieval and acquisition,and the knowledge-driven design process as the leading idea,proposes a product innovation design method based on product function evolution,constructs a design process model that supports electromechanical system innovation,and explains electromechanical systems The system is based on the model’s self-optimization,external collaboration,upgrade and reconstruction,and other evolution types and evolution processes.2.The knowledge expression method supporting the functional evolution design process of the electromechanical system is proposed.Based on the knowledge requirements of different evolution stages of product function evolution,a design knowledge classification method based on functional evolution is proposed.From the perspective of functional evolution process,the user needs level is determined and the associated knowledge granularity level is determined,and knowledge is classified based on the knowledge granularity level.Organize and express,establish knowledge expression models for different functional evolution stages,to realize the functional requirements for different evolutionary stages of product functions and the thinking motivation methods under different strategies,and assist designers to realize the analogy,combination,association and divergence of design knowledge excitation.3.Implemented a knowledge retrieval system supporting functional evolution design.In response to the different evolutionary requirements of the innovative design process of the electromechanical system,the knowledge retrieval system for the evolutionary requirements of different functions is developed.Developed functional modules including knowledge addition,knowledge expression,knowledge retrieval,and knowledge transfer.Through the knowledge expression module,the mapping relationship between evolutionary requirements and design knowledge was established.Based on the knowledge retrieval module,the design knowledge related to the requirements was acquired,and the design was realized through knowledge transfer.Encourage the knowledge of the author,manage the design process at different levels through the system management module,and complete the evolutionary design process of the electromechanical system.4.Design and application of irradiated sample hole plugs based on functional evolution.Based on the developed knowledge retrieval system,the design of the irradiated sample hole plug was completed.The knowledge retrieval system is used to design the irradiated sample hole plugs based on actual engineering problems,and a large amount of design knowledge related to the attributes of the product evolution stage has been obtained,and a number of highly feasible innovative design schemes have been obtained under the corresponding knowledge incentive method.The results show that the system based on this research and development is based on the characteristics of the requirements of the product function evolution stage to perform demand characterization,strategy solving,and knowledge query,and obtain a design plan that conforms to the product evolution direction,which successfully verifies the effectiveness and practicability of the design knowledge retrieval system.

  • 【网络出版投稿人】 四川大学
  • 【网络出版年期】2022年 02期
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