【作者】 陈斌；

【导师】 谢友柏；

【作者基本信息】 上海交通大学 ， 机械工程， 2018， 博士

【摘要】 设计活动包罗万象,既需要满足物质需求,也需要满足精神需求和社会需求。在当下经济全球化的浪潮中,各种设计需求之间的联系不断加深,一个产品往往需要同时满足多种需求。在这样的背景下,设计人员仅依靠自身掌握的资源进行创新设计已经很难在竞争激烈的国际化市场中求得生存。在这种背景下,传统的封闭式设计模式正在逐步过渡到基于互联网分布式资源环境的开放式设计模式。本文以利用分布式资源环境开展创新设计活动为主题,探讨了分布式资源环境下设计过程中功能知识集成阶段当中的若干问题,取得了一些创新性研究成果,主要体现在以下几个方面:提出基于分布式资源环境完成设计过程中功能知识集成的理论方法。在本文的理论体系中,分布式资源环境中丰富的设计资源可以被引入到设计过程中,从而能够很好地支持产品设计。在本文所重点关注的功能知识集成阶段,分布式资源环境中的诸多细分专业化领域内的资源单元所提供的众多功能单元将以知识服务的形式由其资源单元发布在互联网上,而设计人员则可以通过互联网向这些细分专业化领域内的资源单元请求知识服务,从而解决自身无法解决的各种涉及到某些精深的细分专业化领域知识的设计问题,完成自己并不擅长的功能。如此一来,设计人员可以不具备各个细分专业化领域的设计知识,但是还是可以通过互联网调用分布式资源环境中的众多在各自细分专业化领域内都有着丰富知识积累的资源单元,从而完成设计任务中需要实现的各类功能。而在资源单元方面,通过分布式资源环境的桥梁作用,也可以使自己宝贵的细分专业化知识积累真正找到实际用处,为社会生产中各类设计问题做出贡献,同时也能够获取一定的盈利。对功能单元输入/输出的关键词表达进行了深入发展。本文对功能单元输入/输出的关键词表达法进行了深入发展,提出了关键词之间的修饰关系和等价关系,并进一步将关键词分为修饰词和核心词两类,而每一个关键词都可以有多个等价词以克服语义上的多样性所带来的命中率低下问题。新的关键词表达法可以大幅提升功能单元在发布和搜索过程中的精确度和命中率。提出功能知识集成方法以支持创新设计。本文中根据从简单到复杂的原则,首先提出了帮助设计人员从分布式资源环境提供的众多功能单元中根据待设计产品的功能搜索功能单元的方法。之后,提出了功能单元链生成算法帮助设计人员根据待设计产品的功能以分布式资源环境提供的众多功能单元为基础集成功能单元链。而后,通过放宽功能单元之间连接关系的判定条件等方法,以基于功能单元链的功能知识集成方法为基础提出了支持具有分支链状结构的功能单元集的功能知识集成方法,为设计人员提供了更多的选择。更多还原

【Abstract】 Design activity has existed in every corner of the human society for a long time throughout the human evolution.It involves almost every aspect of the people’s life,including physical requirements,mental requirements,and social requirments.In the present tide of the economic globalization,the comprehensive ties among these three kinds of design requirements are being constantly deepened.Now,for one design product,it always has to meet multiple requirements.In this context,the design enterprises can no longer survive in the intensely competitive international market just relying on the internal resources for the innovative design.Fortunately,the economic globalization can also offer a solution.The rapid process of the economic globalization is largely impeled by the booming Internet.The Internet breaks the barriers of time and space,which makes the designers obtain the access to the design resources distributed in different regions and maintained by the experts in different disciplinary domains.This Internet-based distributed resource environment can provide the various and vast design resources required by the identity design and multi-disciplinary design.In this situation,the traditional enclosed design mode is gradually changed into the open design mode which is based on the distributed resource environment.This paper mainly discussed some theoretical and methodological problems in the functional knowledge integration in the design process based on the distributed resource environment.The research achievements are mainly as follows:First,a functional knowledge integration in the design process based on the distributed resource environment is proposed.In the theoretical system of this paper,the rich resources in the distributed resource environment can be introduced into the design process smoothly,so that,the product design can be well supported.This paper mainly focuses on the step of functional knowledge integration.During this step,the resource units from different disciplinary domains can offer their functional units as knowledge services.These knowledge services are published on the Internet,and the designers can search and ask for them to solve their own design problems.Thus,the designers can accomplish their design task,although they don’t have enough necessary professional knowledge.As for the resource units,they can make their contribution to the design industry and get some payment back.Second,the keyword representation for the inputs and outputs of the functional units is deeply developed.The modifying relationship and equivalence relationship are proposed.Based on that,the keywords can be devided into two classes,i.e.modifying keywords and core keywords.For a keyword,it can also have lots of equivalent keywords to demonstrate the variety of natural language.With the new keyword representation,the publishment and retrieval of the functional units will become more accuate and efficient.Third,various approaches for constructing the functional knowledge integration scheme are proposed to support the innovative design.In this paper,the searching method for a single functional unit based on the function of the design product is proposed firstly.Based on that,the functional unit chain generating algorithm is proposed to help the designers generating functional unit chain shaped functional knowledge integration scheme.Furthermore,the functional knowledge integration for the branch chain shaped functional unit set is proposed based on the functional unit chain generating algorithm,so that,more alternatives can be offered to the designers.更多还原