ARIZ在解决装载机驱动桥壳断裂问题中的应用

ArIz是TrIz理论中关于发明问题的解决算法,集成了TrIz的多个工具,给出了从问题分析到方案解评价的整个流程。在分析了装载机驱动前后桥疲劳断裂原因的基础上,对系统进行功能模型分析、根本原因分析、资源分析,详细介绍应用ArIz算法解决装载机驱动桥壳断裂问题的方法。国家自然科学基金资助项目(70772093);福建省科技重大专项专题(2008HZ0002-1);厦门市科技计划项目(3502Z20090003

Research on Commonality Decision,Evaluation and its Application for Product Family

作为产品族规划或再设计的关键环节,通用性决策有效缓解产品系列繁殖的负面效应,成为企业资源整合的重要手段。通过研究产品族通用性相关文献,回顾了产品族通用性的基本概念并分析了通用性决策在产品族设计中的关键作用;基于通用性决策过程,着重从零部件层次、正反两个方面论述了通用性对产品族全生命周期各阶段成本的影响,总结了基于产品族体系结构的通用性评价指标和面向参数化产品族的通用性评价指标,分析了通用性与产品性能、通用性与市场绩效之间的权衡模型及其应用;最后讨论了目前研究中的不足之处并指出了产品族通用性的未来研究方向。As a key link in product family/platform planning or redesign,commonality decision effectively alleviates the negative effects of product line propagation,leading to an important measure in enterprise resources integration. Via analysis of pertinent literatures on product family commonality,basic concepts were reviewed and the pivotal role of commonality decision in product family design was demonstrated firstly. Then,based on the process of commonality decision,impacts of commonality on costs at each stage of the whole lifecycle were discussed from component level and both positive and negative aspects,evaluation indexes both based on the product family architecture and for parametric product family were summarized,tradeoff models between commonality and product performance and between commonality and market performance were examined in detail. Finally,deficiencies in recent researches were pointed out and future research directions were discussed.国家自然科学基金资助项目(71172055);; 科技部创新方法工作专项(2011IM020400);; 厦门市科技计划项目(3502Z20125017

Research on the Evolution & Innovation for Modular Product Family

针对当前产品族动态演进机制和系统化创新方法研究的不足,提出模块化产品族在技术层次上的创新演进方法。通过构建产品族的需求—功能—技术(rEQuIrEMEnT-funCTIOn-TECHnOlOgy,r-f-T)映射关系模型,分析当前模块化产品族的技术状况,并通过gM(1,1)模型预测模块化产品族的未来技术重要度情况;在企业内部数据的支持下,通过对模块化产品族初始问题的分析,集成应用创新思维通用理论和传统TrIz(OTSM–TrIz)的问题流网络(PrOblEM flOW nETWOrk,Pfn)技术识别并解决产品族中多个冲突问题;在技术重要度预测和新功能模块—技术关联矩阵(funCTIOn MOdulE-TECHnICAl MATrIX,fMTM)的基础上,以平台比率为依据,通过计算概念化产品族中功能模块的多样性程度,获得概念化产品族规划方案。对小型轮式装载机产品族进行了实例分析,并验证了该方法的有效性。Focusing on the shortage of dynamic evolutionary mechanism and systematic innovation methods of current product family,an innovative and evolutional method at the technical level of modular product family is put forward.The current technical condition of the modular product family is analyzed by constructing requirement-function-technology(R-F-T) mapping model of product family,and the importance of future technology of modular product family is predicted by GM(1,1) model.The multiple conflicts of product family is identified and resolved using PFN technology in the OTSM –TRIZ process,through the analysis of the initial problem of modular product family in support of enterprise data.Moreover,based on prediction of technology importance and the new function module-technical matrix(FMTM),the conceptual planning of product family is obtained by calculating the diversity of function modules of conceptual product family according to platform ratio.An analysis example of product family of small wheel loader show the effectiveness of the method.国家自然科学基金(70772093;71172055);科技部创新方法工作专项(2011M020400);国家科技支撑计划(2011BAF11B00-01);福建省科技重大(2011H6024)资助项

Research on Key Technologies of Performance Control in Product Family Implementation Process

随着市场竞争加剧和科技飞速发展，客户需求朝着多样化和个性化方向发展，大批量定制取代传统的大规模生产并成为制造企业目前的主流生产模式。基于产品平台的产品族开发策略是实践大批量定制的核心技术和关键使能手段。在理解和掌握产品族实施过程动态性和不确定性的基础上，根据市场发展和企业实际运行状态，综合评价和精细化管控产品族实施过程关系到制造企业实施大批量定制技术能否获得稳定的预期效果。围绕这一问题，本文基于产品族矛盾权衡和动态演进分析，将实时数据收集与挖掘、评价理论和控制理论等引入产品族实施过程分析中，研究了模块化产品族实施过程绩效控制若干关键技术。论文内容主要包括以下几个方面： 阐述了模块化产品族规划...Along with fierce market competition and rapid development of science&technology, customers’ demand has become more and more diversified and individualized, and mass customization (MC) replacing traditional mass production (MP) has become the mainstream of current manufacturing mode. Product family development strategy based on product platform is the core technology and critical enabling method t...学位：工学博士院系专业：航空航天学院_机械设计及理论学号：1992012015388

Evaluating Product Family for Mass Customization

为了实现产品族演进创新和全面地评估企业现有产品族运行状况,提出了面向大规模定制的产品族演进评价方法,建立了包括行业竞争者在内的产品族比较评价流程模型。该流程主要有三步:第一步是分析产品族在市场、技术和通用性三方面的评价指标,根据不同企业发展战略进一步确定各企业产品族的综合评价值;第二步是在定性和定量基础上分析了影响企业产品族的不可控和可控因素,通过线性回归模型建立产品族综合评价值与影响因素之间的量化关系并得到行业产品族水平值;第三步是通过本企业产品族评价值与行业产品族水平值相比较分析进而做出决策。最后,以国内50轮式装载机产品族评价案例说明了该方法的可行性。Product family design and platform-based product development have received increasing attention because of mass customization.Mass customization enables companies to provide personalized products to satisfy individual customer requirements and simultaneously achieve economies of scale in production.The success of mass customization in production relies on the support of core technology and organization.Technology,resource,and product platform must be upgraded in order to cope with market changes and improve a firm's product innovation capability.The challenge in product family innovation and evolution is to evaluate and judge the current situation of product family.In order to achieve the evolutionary innovation of product family and thoroughly evaluate operational conditions of the existing product family in an enterprise,we present a method to evaluate the product family for mass customization and a comparative evaluation process model for the product family from main competitors.Our proposed evaluation method involves three main stages: The first stage is to analyze product family evaluation indexes.The indexes used to evaluate a company's product family can be developed by conducting market,technology,and commodity analysis,as well as benchmarking other manufacturers in the same industry.The evaluation index enables us to derive a list of comprehensive values to evaluate the development strategies of different enterprises and their competitors.The second stage is to analyze factors having influence on the demand for product family.We categorize these factors into uncontrollable and controllable factors,and qualitatively analyze and establish their relationships from three aspects: market,technology,and commonalty.We also calculate values of those influencing factors for a studied enterprise and its competitors based on dynamic competition conditions in the same industry.The last stage is to conduct a comprehensive analysis and make decisions based on the analysis results.We use the Linear Regression Model to determine comprehensive evaluation values based on the values of influencing factors calculated in the second stage.We also compare enterprise evaluation values with industry evaluation values for the same product family in three conditions.If a company's comprehensive evaluation values are lesser than those of the industry,products manufactured in the enterprise are not so competitive and the enterprise needs to upgrade the product family in order to stay competitive.If a company's comprehensive evaluation values equal to those of the industry,the company has to improve the product family.If a company's comprehensive evaluation values are greater than those of the industry,the company's products are competitive,and the company needs to continuously maintain the product family status.Lastly,our proposed evaluation method is applied to a product family of 40 wheel loaders in China to assess the feasibility of this method.国家自然科学基金资助项目(70772093);福建省科技重大专项专题资助项目(2008HZ0002-1

Dynamic planning of module for product family design

针对产品族设计中的模块规划问题,研究和分析了产品族核心系统的模块化理论和实施方法,对产品生命周期中的各种动态要素进行了分析;根据核心系统零部件成本等市场因素的动态变化对模块规划的影响,从可维护性和经济性考虑,提出一种产品族核心系统模块动态规划方法;通过建立功能关联矩阵和动态关联权重矩阵,采用模糊聚类方法对功能关联矩阵中的组件进行聚类,通过取适当的α截集,将产品族中的核心系统划分为多个子功能模块,结合动态关联权重分析对模块部件进行动态评价,并提取出动态评价值较高的部件,为设计阶段重点考虑这些部件提供了理论依据,减少了后期维护成本。通过装载机液压传动系统的模块规划和后期维护数据,证明了该方法的可行性。Aiming at the module planning problem in product family design,the modular theory and implementation methods of core systems for product family were researched,and a variety of dynamic elements in product life cycle were analyzed.According to the influence of market factors'dynamic changes such as core system components on modular planning,a dynamic planning method for module product family was proposed from the maintainability and economic point of view.Through the establishment of functional and dynamic correlation matrix,the components in matrix were clustered by using fuzzy clustering method.The core system of product family was divided into multiple sub-function modules with properαcut-set.The components of modular were analyzed dynamically and the components with higher evaluation value were extracted by combining the dynamic correlation weights,which could provide a theoretical basis for the design phase and reduce the maintenance cost of products.The effectiveness and feasibility of the method was proved by module planning of hydraulic transmission system and post-maintenance data of loaders.国家自然科学基金资助项目(71172055); 科技部创新方法工作专项资助项目(2011IM020400)~

The Evolution of Product Family and Its Innovation Strategy in Manufacturing Enterprises

基于平台的产品族演进是企业实施大规模定制及获得持续市场竞争优势的关键。首先从宏观和微观两个层面分析了产品族动态演进的过程,提出了产品族演进三维模型和时空分析模型;接着阐述了产品族演进和企业创新之间的内在联系;最后,结合产品族演进和产品族演进创新模式,提出了制造企业产品族演进的三个创新策略,即再设计策略、扩展设计策略和升级设计策略,为大规模定制生产模式的制造企业提升产品族自主创新水平提供理论和实践参考。The platform-based product family evolution is the key issue to successfully implement Mass Customization for enterprises and establish sustainable market competitive advantages.Firstly , the dynamic evolution process of the product family was analyzed from both the macro and micro views in this paper , the three-dimensional model and the time-space analysis model of product family evolution were proposed.Then , the internal relationship between product family evolution and enterprise innovation was represented.Finally , combined the analysis of the product family evolution and innovation modes , the redesign strategy , extension design strategy and upgrade design strategy for manufacturing enterprises in the process of product family evolution were put forward , providing theoretical and application references for MC manufacturers to enhance the ability of self-independent innovation.国家自然科学基金资助项目(71172055); 科技部创新方法工作专项(2011IM020400); 厦门市科技计划项目(3502Z20125017

Analysis and Evaluation for Core Module Based on Product Family

针对产品族设计中核心模块演进问题,研究了产品族核心模块演进规律与演进过程评价,提出了一种模块演进规律分析与评价方法。该方法研究了客户需求与产品核心模块设计之间的关系,并在现有产品核心模块基础上,进一步对模块部件的标准化、继承性等指标进行了分析;在需求分析过程中,建立了一种基于贝叶斯网络的核心模块演进分析模型,利用历史数据对该模型进行了训练,将客户需求作为证据对该模型进行推理,进而得出核心模块在设计与工艺方面的改变规律;在演进规律分析基础上,对现有核心模块部件设计参数、标准部件重用度进行了分析,获得了核心模块演进过程综合评价值。最后,用小型轮式装载机后车架模块的演进过程验证了该方法的可行性和正确性。Aiming at the evolution problem of core module in product family design,the module evolution law and process evaluation were analyzed.A method for law analysis and evaluation in the module evolution was proposed.The relationship between customer demand and module design was also studied.The core module standardization and universal indicators based on existing products were analyzed.An analytical model for core module evolution was established in the process of needs analysis,and the model was trained by the history data.The changing law of design and craft was obtained by demand evidence reasoning in core module.Based on the evolution law analysis,the design parameter and reuse degree were also analyzed for core parts.Comprehensive evaluation value for core module evolution was gained.Finally,the effectiveness and feasibility of the method was tested by core module design of small wheel loaders.国家自然科学基金资助项目(71172055); 科技部创新方法工作专项资助项目(2011IM020400