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MFBS框架下基于知识的计算机辅助创新设计关键技术研究
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摘要
21世纪的经济发展呈现出信息化、知识化的特征,产品设计过程中知识的增值成为主宰新产品竞争力的决定性因素,基于知识的设计方法已经成为实现设计制造自动化,增强企业竞争力的一项重要高新技术。创新是产品设计的本质和灵魂。在产品设计阶段,对产品功能求解的设计过程,最富创新性。当前,新产品开发设计中所需要的知识越来越多,涉及到不同领域的不断变化知识资源。开展以设计知识获取、表达及运用为核心的计算机辅助创新设计,是提高我国制造型企业的创新能力和核心竞争力的重要途径,也符合《国家中长期科学和技术发展规划纲要(2006~2020)》中“数字化与智能化设计制造”优先主题中“智能化创新设计方法及技术”研究内容。
     本文在系统地综述了计算机辅助创新设计理论、方法与关键技术研究现状的基础上,提出了模块—功能—行为—结构(Modular-Function-Behavior-Structure, MFBS)框架下基于知识的计算机辅助创新设计关键技术研究。研究设计知识的建模、设计知识的更新、基于本体映射的产品创新设计、设计方案自动生成等关键技术,通过实例验证了MFBS框架下基于知识的计算机辅助创新设计关键技术实现方法的正确性。本文的主要工作有:
     (1)随着产品结构趋向复杂化,功能趋向集成化和复合化,采用功能—行为—结构(Function-Behavior-Structure,FBS)设计过程模型,组合各分功能的结构形成产品整体设计方案时,容易出现“组合爆炸”问题。借鉴模块化设计在缩小产品设计求解空间方面的优势,提出了MFBS的产品设计过程模型。综合考虑客户需求与产品功能元之间的相关性,功能元之间的流相关性和技术进化时功能元之间的相关性,构造功能矩阵,研究了基于模糊动态聚类的功能模块划分方法。以MFBS设计知识的表达为基础,建立了产品设计知识的MFBS本体表达模型和产品设计知识系统。
     (2)基于元素级的本体匹配方法、基于概念结构的本体匹配方法都考虑了本体概念语义中的一部分。基于多策略的本体匹配方法也只是把概念自身的语义和概念间的层次结构以加权的形式进行简单地组合。综合利用本体概念自身的语义和概念间的层次结构,提出了基于本体语义块相似性匹配的设计知识更新方法。通过Jena提供的元素提取方法提取OWL文件中的本体元素,采用基于元素级、基于结构级的方法,获得匹配概念对和待匹配概念对;利用本体概念自身的语义信息和本体概念间的层次结构信息,建立概念的语义块;计算概念语义块相似度,判定待匹配概念对的匹配关系,实现改计知识的更新。
     (3)针对现有的知识检索与推理方法,在以知识间语义关系为主的创新设计方面的不足,采用分层递进的本体映射策略,系统地研究Jena(?)编程实现MFBS本体知识检索与映射推理算法,进行基于知识的产品设计。引入本体概念的变型空间理论,提出了基于变型空间本体映射的产品创新设计方法,提高以产品设计知识间的语义关系为主的产品创新改计能力。
     (4)在产品设计方案生成阶段考虑结构的全生命周期评价属性,建立结构的全生命周期评价基因模型。构造面向全生命周期评价的适应度函数,采用选择、交叉、变导等遗传操作并设计遗传操作算法,实现基于结构全生命周期评价基因模型的功能模块设计方案的自动生成。更好地体现设计方案的全生命周期评价属性,提高设计方案生成的效率。根据功能结构图,组合各功能模块形成产品的整体设计方案。
     最后,在关键技术研究基础上,开发MFBS框架下基于知识的计算机辅助产品创新设计系统(Computer Aided Product Innovation Design, CAPID),包括系统框架设计、各模块详细流程,并针对多绳金刚石串珠绳锯设计进行应用研究。
     综上所述,本文提出MFBS框架下基于知识的计算机辅助创新设计关键技术研究。借鉴模块化设设在缩小产品设计求解的空间方面的优势,研究了产品的设计知识模型,设计知识的表示与更新机制,设计知识的检索与推理技术;在产品设计方案生成阶段就考虑结构的全生命周期评价属性,利用进化技术实现设计方案自动生成,以期获得可持续应用、基于知识的计算机辅助新设计系统。由于采用基于语义块相似语义块相似性匹配的设计知知更新方法,知识系统具有开放性。同时利用进化技术实现设计方案的自动生成,创新过程具有开放性。本课题的研究既立足于可持续应用、MFBS框架下基于知识的计算机辅助产品创新设计的实际需求,又为基于知识的的产品开放式创新设计提供实现途径,具有重要的理论研究意义和实际应用价值。
In the21st century, the economic development shows information and knowledgement characteristic. The knowledge increment in product design process has become a decisive factor to affect the competitiveness of new product. Knowledge-based design method has become an important high technology to realize design and manufacture automation, enhance the enterprises competitiveness. Innovation is the essence and soul of product design. At the product design stage, the product function solving process is the most innovative. At present, more and more knowledge are needed in the development and design of new products, which involves constantly changing knowledge resources in different areas. Design knowledge acquisition, representation and application are key technologies in computer aided innovation design. It is an important way to improve the innovation capability and core competitiveness of China's manufacturing enterprises. And it is also accord with the priority theme of "methods and techniques of intelligent innovation design" in "digital and intelligent design and manufacturing" of "Outline of the National Program for Long and Medium Term Scientific and Technological Development (2006~2020)".
     Research status of theory, methods and key technologies of computer-aided innovation design are systematically reviewed. Research on key technologies of computer aided innovation design based on knowledge in Modular-Function-Behavior-Structure (MFBS) frame is proposed, including knowledge modeling, design knowledge updating, product innovation design based on ontology matching, design scheme generating. Examples are given to verify the correctness of key technologies of computer aided innovation design in MFBS frame. The main contents are as follows:
     (1) The product structure tends to be complicate and the product function tends to be integrated and composite. Based on function-behavior-structural design process model, it is easy to generate large number of redundant design schemes and prone to raise the "combinatorial explosion" problem. Using advantages of modular design in reducing product design solution space for reference, the MFBS product design process model is proposed. Through comprehensively considering the correlation between customer needs and product function elements, flow correlation between product function elements and the technical correlation between product function elements with technological evolution, function correlation matrix is established. The dynamic module partition based on fuzzy dynamic clustering is researched. The knowledge expression of MFBS design process is studied. The MFBS ontology expression model of product design knowledge and product design knowledge system is established.
     (2) The part of ontology concept semantics is considered by ontology matching based on ontology element, ontology matching based on concept hierarchy structure. The concept semantics and concept hierarchy structure are simply weighted combined in multi strategy based ontology matching. The ontology matching method is studied by synthetically considering the concept semantics and concept hierarchy structure. The design knowledge updating method is proposed based on similarity matching of ontology semantic block. The ontology elements are extracted by Jena element extraction methods from OWL files. Matching concept pairs and to be matched concept pairs are acquired by ontology matching based on ontology element, ontology matching based on concept hierarchy structure. The concept semantic block is established by using semantic information and structure information of the ontology. Similarity of concept semantic block is calculated to determine matching relationships and update the design knowledge.
     (3) The existing knowledge retrieval and inference methods have disadvantages in product innovation design based on semantic relationships between knowledge. Based on layer progressive ontology matching strategy, MFBS design process model, the MFBS ontology knowledge retrieval and matching reasoning algorithms are systematically studied with Jena programming for product design. Variant space theory is introduced to ontology concept. Variant space ontology matching based product innovation design is put forward to improve innovation design ability on broad semantic relationships between product design knowledge.
     (4) The full life cycle assessment properties of structure are considered at design scheme generation stage. The gene model of full life cycle assessment properties of structure is established. The fitness function is constructed for life cycle assessment of structure. The genetic operators are used, such as select, across and mutate. Genetic operation algorithms are designed to automatically generate product function module design schemes, realizing life cycle assessment properties of design schemes, improving the efficiency of product design generation. According to the function structure diagram, functional modules are combined to form the overall product design.
     Finally, based on researches of key technologies, the computer aided product innovation design system (CAPID) based on knowledge in MFBS frame is developed, including design of system framework, detailed flowchart of each module. And the system is applied to the multi-rope diamond wire saw.
     In summary, key technologies of computer-aided innovation design based on knowledge in MFBS frame are studied. Using advantages of modular design in reducing product design solution space for reference, key technologies are studied, including design knowledge model, design knowledge representation and updating mechanism, and design knowledge retrieval and inference. The product life cycle assessment properties are considered at design scheme generation stage. Design schemes are generated by genetic evolution in order to achieve the sustainable computer aided intelligent innovation design system based on knowledge. makes The knowledge system is open by design knowledge updating based on similarity matching of ontology semantic block. Design scheme generation with evolutionary technology makes innovation design process open. It is not only based on the actual demands of sustainable application, computer aided innovation design based on knowledge in MFBS frame, but also offer ways to realize product open innovation design. So, it has important theoretical significance and practical application value.
引文
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