面向大批量定制的小型农业作业机可重构模块化设计方法研究
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摘要
论文全面阐述面向大批量定制的小型农业作业机(Small Agricultural Machinery，SAM)可重构模块化设计理论和方法。针对当今产品多样化、个性化客户市场对产品设计的快速响应要求，提出可重构模块化产品设计思想，研究可重构模块化产品设计体系及关键技术，并结合小型农业作业机，系统研究产品可重构模块化设计方法及实现技术。论文研究对推进可重构模块化设计的工程应用、丰富和完善我国农业机械行业的产品设计理论具有重要理论价值和现实意义。
第一章分析了小型农业作业机的应用特点、行业现状和发展趋势，提出了大批量定制生产模式下采用可重构模块化设计技术进行小型农业作业机产品开发的思想，概述了本论文的研究目的、研究内容和取得的主要成果。
第二章系统阐述了模块可重构定义和产品可重构模块化设计内涵和模式，针对大批量定制生产模式下产品快速开发，建立了小型农业作业机产品可重构模块化设计系统技术体系和系统框架。
第三章研究了可重构模块的柔性化技术，建立了模块可重构信息集成模型，提出了基于柔性结构模块的可重构模块化产品族规划方法；对小型农业作业机产品模块划分，进行了模块划分准则和相关数学量化的方法研究，根据小型农业作业机产品的具体构型和组合方式，提出了基于接口约束关系的产品划分方法及相关算法，并对相关实例进行了分析研究。
第四章根据模块分级特性，以功能设计技术为基础，建立了小型农业作业机核心部件的可重构模块“功能-行为-结构”设计信息模型；基于公理化设计和TRIZ创造设计理论，提出了相应的可重构模块设计和优化方法；对SAM产品的核心变速器模块进行了分析研究。针对不具有显著分级特性模块优化问题，提出了基于正交试验设计理论的有限元优化方法，解决SAM可重构模块的参数化、变量化和传统单样本分析优化手段之间的难题，以典型的SF系列作业机扶手为实例论证了该方法的合理性和可行性。
第五章对大批量定制生产模式下产品快速配置设计中的客户需求进行了客户产品聚类分析研究，建立了基于关联分析的小型农业作业机产品客户需求信息模型，在此基础上，采用产品质量功能配置技术，解决了客户对产品的需求向产品设计的工程性能指标转化的问题，为实现小型农业作业机产品的快速配置设计奠定基础的方法和技术。
第六章概述本文研究的主要成果与结论，对未来的工作进行展望。
The theory and method of reconfigurable modules design for small agriculturalmachinery (SAM) under mass customization (MC) is proposed, and its key realizationtechnology is analyzed.
In Chapter 1, a concise review of the application character of small agriculturalmachinery is summarized, the reconfigurable modules design methodology under MC isput forward, and the base, the significance and the content of this study are discussed.
In Chapter 2, the definition of reconfigurable modules design of small agriculturalmachinery product and the process of production modules are presented. Due to therequirement of rapid development production for MC, the reconfigurable modulesdesign technical system and their frameworks are established.
In Chapter 3, the reconfigurable modules design flexible technique is studied,including the creation of modules flexible parameters and reconfigurable modulesinformation model, the technique of SAM product family layout and module partitionare presented. According to the principles of product modular design, a new modulepartition approach based on interface restraint relation is proposed. Current modulepartition approaches using qualitative methods are expounded, and interface restraintrelation is studied quantitatively by fuzzy membership function. A case of modules insmall agricultural machinery partitioned with cut-sets method is discussed, the resultsshow that the proposed methods are very efficient for product modular design.
In Chapter 4, based on classify character of SAM product modules, thereconfigurable modules design techniques of SAM product is defined systemically. TheSAM product modules are designed and optimized by the theory of axiomatic designand TRIZ creative design, and F-B-S information model are employed in the modulesdesign process. A case study conducted in the SF series gearbox of SAM helps toillustrate the proposed approaches. As an application of the proposed approaches, someclassical gearbox modules with the same box character are designed successfully. Themodule construction optimization with CAE technique based on FEA method andorthogonality design is applied for the special module of SAM product without evidentclassify character.
In Chapter 5, a customer requirements model of small agricultural machineryproduct under MC is put forward which transform the vague customer needs into thequantized engineering metrics in product design process through employing conjointanalysis and clustering method. Quality function deployment (QFD) technologies isproposed for better understanding customer requirements and accordingly enhancing the product definition for customization and personalization. Data digging, fuzzy theoryand QFD methods for SAM product design under MC are studied in detailed. A casestudy of SF series of small multi-function greenhouse machine is conducted to illustratethe implement of above-mentioned model and technologies.
In Chapter 6, the conclusions and achievements of this dissertation are summed up,and the future work is prospected.
第一章分析了小型农业作业机的应用特点、行业现状和发展趋势，提出了大批量定制生产模式下采用可重构模块化设计技术进行小型农业作业机产品开发的思想，概述了本论文的研究目的、研究内容和取得的主要成果。
第二章系统阐述了模块可重构定义和产品可重构模块化设计内涵和模式，针对大批量定制生产模式下产品快速开发，建立了小型农业作业机产品可重构模块化设计系统技术体系和系统框架。
第三章研究了可重构模块的柔性化技术，建立了模块可重构信息集成模型，提出了基于柔性结构模块的可重构模块化产品族规划方法；对小型农业作业机产品模块划分，进行了模块划分准则和相关数学量化的方法研究，根据小型农业作业机产品的具体构型和组合方式，提出了基于接口约束关系的产品划分方法及相关算法，并对相关实例进行了分析研究。
第四章根据模块分级特性，以功能设计技术为基础，建立了小型农业作业机核心部件的可重构模块“功能-行为-结构”设计信息模型；基于公理化设计和TRIZ创造设计理论，提出了相应的可重构模块设计和优化方法；对SAM产品的核心变速器模块进行了分析研究。针对不具有显著分级特性模块优化问题，提出了基于正交试验设计理论的有限元优化方法，解决SAM可重构模块的参数化、变量化和传统单样本分析优化手段之间的难题，以典型的SF系列作业机扶手为实例论证了该方法的合理性和可行性。
第五章对大批量定制生产模式下产品快速配置设计中的客户需求进行了客户产品聚类分析研究，建立了基于关联分析的小型农业作业机产品客户需求信息模型，在此基础上，采用产品质量功能配置技术，解决了客户对产品的需求向产品设计的工程性能指标转化的问题，为实现小型农业作业机产品的快速配置设计奠定基础的方法和技术。
第六章概述本文研究的主要成果与结论，对未来的工作进行展望。
The theory and method of reconfigurable modules design for small agriculturalmachinery (SAM) under mass customization (MC) is proposed, and its key realizationtechnology is analyzed.
In Chapter 1, a concise review of the application character of small agriculturalmachinery is summarized, the reconfigurable modules design methodology under MC isput forward, and the base, the significance and the content of this study are discussed.
In Chapter 2, the definition of reconfigurable modules design of small agriculturalmachinery product and the process of production modules are presented. Due to therequirement of rapid development production for MC, the reconfigurable modulesdesign technical system and their frameworks are established.
In Chapter 3, the reconfigurable modules design flexible technique is studied,including the creation of modules flexible parameters and reconfigurable modulesinformation model, the technique of SAM product family layout and module partitionare presented. According to the principles of product modular design, a new modulepartition approach based on interface restraint relation is proposed. Current modulepartition approaches using qualitative methods are expounded, and interface restraintrelation is studied quantitatively by fuzzy membership function. A case of modules insmall agricultural machinery partitioned with cut-sets method is discussed, the resultsshow that the proposed methods are very efficient for product modular design.
In Chapter 4, based on classify character of SAM product modules, thereconfigurable modules design techniques of SAM product is defined systemically. TheSAM product modules are designed and optimized by the theory of axiomatic designand TRIZ creative design, and F-B-S information model are employed in the modulesdesign process. A case study conducted in the SF series gearbox of SAM helps toillustrate the proposed approaches. As an application of the proposed approaches, someclassical gearbox modules with the same box character are designed successfully. Themodule construction optimization with CAE technique based on FEA method andorthogonality design is applied for the special module of SAM product without evidentclassify character.
In Chapter 5, a customer requirements model of small agricultural machineryproduct under MC is put forward which transform the vague customer needs into thequantized engineering metrics in product design process through employing conjointanalysis and clustering method. Quality function deployment (QFD) technologies isproposed for better understanding customer requirements and accordingly enhancing the product definition for customization and personalization. Data digging, fuzzy theoryand QFD methods for SAM product design under MC are studied in detailed. A casestudy of SF series of small multi-function greenhouse machine is conducted to illustratethe implement of above-mentioned model and technologies.
In Chapter 6, the conclusions and achievements of this dissertation are summed up,and the future work is prospected.
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