面向在线大规模定制的产品族规模优化方法

为有效平衡在线定制产品过程中客户满意度、产品维护复杂性和维护成本之间的矛盾,指出产品族规模的确定不仅需要从工程设计和制造经济性等角度出发,还需要充分考虑客户的需求偏好和强度.从工程设计和生产制造角度定义了产品族规模,构建了基于功能配置元和零件配置元的客户需求偏好与强度分析模型.在此基础上提出了基于客户满意度的在线大规模定制产品族优化方法和优化步骤.最后,结合案例证明了该方法能有效平衡产品族维护复杂性和高成本同客户满意度之间的矛盾.     

面向改型设计的模块化产品评价方法

针对改型设计的模块化定制产品的评价问题,提出一种综合考虑产品定制度和用户满意度的评价方法。将定制成本细分为设计定制成本、制造定制成本和装配定制成本,求得零部件定制成本之和及其所占比重,得到定制度;考虑了多种用户满意因素,并将价格因素和其他因素分开计算,得到用户满意度。结合定制产品的实际情况,综合产品定制度和用户满意度,以此对多个模块化定制产品进行评价。通过实例,验证了相关方法的有效性。     

[产品服务系统]面向大规模个性化的产品服务系统模块化设计

提出了面向大规模个性化的产品服务系统（PSS）模块化设计框架,通过物理与服务的内部模块组合,实现客户需求的大规模、个性化、低成本与快速提供。论述了大规模个性化与大规模定制模式的区别,归纳总结了面向大规模个性化的PSS模块化设计研究与应用现状,分析了面向大规模个性化的PSS模块化设计基本特征与实现模式,提出了面向大规模个性化的PSS模块化过程与方法。这一系统归纳的面向大规模个性化的PSS模块化设计框架与方法为产品的大规模个性化设计和产品服务系统模块化设计提供了理论参考。     

基于公理设计的产品平台设计方法

产品平台设计是实现大规模定制生产的关键技术,以产品平台为核心,通过添加、删除或修改个性化模块满足不同客户需求对产品的要求。应用公理设计的功能独立性分析框架,从客户需求出发同时进行功能－物理结构间的“之字形”映射变换,建立相对独立的功能等级结构树;通过分析完整设计矩阵明确功能之间的影响关系,将存在影响的功能结构组成模块并根据功能结构和客户需求的实现关系确定产品功能平台;在保证功能独立的前提下,以设计参数的物理集成和分离原则为依据,建立通用的产品平台物理结构。以合作企业的蝶阀产品为实例,建立其通用的产品平台,实现快速响应市场的设计开发。     

CASE-BASED PRODUCT CONFIGURATION AND REUSE IN MASS CUSTOMIZATION

The increasing complexity and size of configuration knowledge bases requres the provisionof advanced methods supporting the development of the actual configuration process and design reuse.A new framework to find a feasible and practical product configuration method is presented in masscustomization. The basic idea of the appoach is to integrate case-based reasoning (CBR) with a con-straint satisfaction problem(CSP). The similarity measure between a crisp and range is also given,which is common in case retrieves. Based on the configuration model, a product platform and customerneeds, case adaptation is carried out with the repair-based algorithm. Lastly, the methodology in theelevator configuration design domain is tested.     

DESIGN ATTRIBUTES OPTIMIZATIONMODEL FOR CUSTOMIZED PRODUCT AND ITS APPLICATION

By formulating the design of customized product as a multi-objective optimization problem, a method for designing customized product according to the relative importance of customer needs is proposed. This method searches for the optimal design that maximizes customer satisfaction by establishing mapping from design attributes to the degree of customer satisfaction on each customer need. A window product is taken as an example for case study. The result indicates that this method is feasible.     

以顾客满意为中心的大规模定制质量改进

以顾客满意为中心的大规模定制质量改进研究是为解决大规模定制生产模式下保证稳定的、不断改进的产品质量,以持续提升顾客满意度问题而提出的系统性方法。在对大规模定制质量改进过程中顾客满意、产品平台、质量保证、改进过程和相互关系等关键要素分析的基础上,构建质量改进体系,实现产品平台质量的稳定和持续改进,继而推动最终产品的质量改进,增强企业满足顾客个体与群体质量要求的能力,最终达到持续提升顾客满意的目的。     

机电产品大规模定制设计模式研究

大规模定制生产被认为是 2 1世纪最重要的生产模式之一 ,在分析大规模定制生产模式特点的基础上 ,对大规模定制生产与用户参与产品设计关系进行了研究 ,提出了基于 Internet环境大规模定制设计模式 ,建立了面向用户参与的产品定制设计平台框架 ,并以典型模块化和参数化机电产品为例成功地进行了实践     

实现组织与顾客共赢的产品族规划与延迟策略决择

在大规模定制(MC)模式下,企业通过产品族规划来最大化顾客满意度和最大化组织利润。基于MC的两个实现策略:产品设计模块化定制化、制造过程延迟化,提出了一种产品族定制设计系统化方法。构建多维扩展质量屋、将市场需求有效转换为产品族及成员的定制属性取值;将制造延迟区分过程与供应链相结合,构建多级生产供应库存运作系统、以预测定制模块及定制产品的成本;当配置定制属性与成本而构成虚拟定制产品族时,利用联合分析法研究市场对各定制产品的偏好效用、以此明确产品族定制规划与延迟形式;而不同方案的对比可决择产品族的适宜定制程度与恰当延迟策略、实现顾客与组织共赢。最后,通过一个实例来说明理论与方法的有效性。     

客户需求驱动的产品协同定制系统

客户需求作为产品设计的输入,也是进行产品设计的最终目的.大批量定制更是以客户需求为中心,准确、快速地获取客户需求是大批量定制的关键.通过分析客户需求特点和提高客户满意度的途径,建立客户需求驱动的协同定制系统,实现了客户、企业和供应商之间的集成和协同.以需求模板为基础,建立客户需求参数、产品功能参数到产品结构参数的映射关系.在准确获取客户需求的同时,使客户参与到产品的设计、生产过程之中,从而获得客户高满意度的产品.     

Personalization for Massive Product Innovation Using Open Architecture

Product innovation is creation of new concepts to plan and realize technological and functional details in the product to satisfy market and customer needs. One of the key drivers to product innovation is reactions of the product to users' needs. Product innovation needs a cognitive design method based on needs of variant users for the product personalization. In this paper, an open concept is introduced to provide ways to meet user's individual need in product lifespan. It is for industries to propose product concepts based on open sources, develop and support the product on the public capability. Using the open concept in the product architecture, called open?architecture product(OAP), can improve the product personalization leading to massive product innovation. To promote this promise of the OAP, effective methods are discussed for the OAP development. This paper introduces research on OAPs using adaptable design methods to meet product personalization. Adaptable design is based on the modular structure for product adaptability using function modules and adaptable interfaces. The proposed method provides solutions for planning modules and implementation of OAPs. Methods of OAP module planning, detail and interface design are described for transformation of product concepts into physical structures. A multiple?purpose electrical car is developed in a case study to show effectiveness of the proposed method.     

起重机快速定制设计系统研究

在分析现有起重机设计与管理的基础上,提出了起重机快速定制设计系统,研究了系统实现方法学与开发工具、系统功能模型与系统框架。该系统集信息化技术、数据库技术、CAD技术以及知识管理技术为一体,以多样化、差异化的客户需求为驱动,以快速响应为目标,为起重机的快速开发、成本降低与用户满意度的提高奠定了技术基础。     

客户需求驱动的模块化产品配置设计

现代企业面临着用有限的生产成本为客户提供多品种、高质量产品的压力,合理地实施面向大规模定制的模块化产品配置设计方法是解决问题的关键。在模块化产品设计的基础上,以提高定制产品的性能与客户需求相关度最大为目标,建立了相应的优化数学模型;利用模拟退火算法得到了产品的性能和成本之间的平衡点--最优的变量配置方案:最后以波轮式洗衣机为验证实例,仿真结果及系统实现表明了提出方法的合理性和有效性,解决了ATO生产模式下的模块组合优化问题,为面向大规模定制的模块化产品配置设计理论提供了另一种实用工程数值计算方法。     

面向客户参与设计的知识管理系统研究

提出了客户参与设计的概念，叙述了在此设计过程中客户、企业与知识管理系统的关系。提出了客户参与设计的知识管理系统的对称体系结构，并分析了客户与企业在结构中的异同点。说明了系统设计、实现采用的关键技术和工具。该系统的建立，为企业大规模定制生产的组织、实施和创新做好了设计和知识准备，更好的体现了客户个性化需要。     

Identification of product definition patterns in mass customization using a learning-based hybrid approach

Mass customization, which aims at satisfying individual customer needs with near mass production efficiency, has become a major trend in industry. Adopting the mass customization paradigm, customer preferences have a significant impact on the product design process. Thus, it is important for companies to make proper decisions in translating the voice of customers to product specifications. To facilitate this process, a learning-based hybrid method named KBANN-DT is proposed, which combines knowledge-based artificial neural network (KBANN) and CART decision tree (DT). In this method, the KBANN algorithm is applied to modeling the relationship between customer needs and product specifications. With prior domain theory, KBANN can provide a high generalization performance even if the data set is small. Based on the trained KBANN network, the CART DT algorithm is employed to extract rules from it. To illustrate the effectiveness of the proposed method, a case study in an elevator company is reported. The results show that the proposed method can be a promising tool for product definition.     

大规模定制环境下客户需求信息分类模型及其表达方法研究

为了低成本、高效率地获取大规模定制客户的个性化需求信息,建立了大规模定制环境下客户需求信息的分类模型,将客户需求信息分为二元型、选项型、参数型、描述型和解释型五类.探讨了不同类型的客户需求信息相应的形式化语义描述方法.在此基础上,采用框架法对二元型、选项型和参数型等结构化客户需求信息进行表达,对于半结构化的描述型客户需求信息和非结构化的解释型客户需求信息,采用模糊框架进行表达.最后,通过两个应用案例说明了该模型的实用性.     

支持个性化产品定制的变型配置设计方法

在可变型的模块化产品族基础上,应用模糊数学理论并通过综合衡量客户技术需求与定制产品性能的关联度,构造了相应的线性配置优化数学模型。其次给出了一种基于最小二乘逼近的产品变型配置设计方法。利用模拟退火算法得到了符合客户个性化需求的最优变量配置方案,即产品的性能和成本之间的平衡点。实现了变需求→变结构→变性能的多层次产品设计与进化管理模式,解决了客户定制信息对产品设计结果的适应性处理。最后结合典型机电产品实例和面向定单配置的产品工程设计软件工具,探讨所提出设计方法的适用性。     

基于满意度的模糊机会约束模型在产品设计中的应用

对基于顾客满意度的产品设计方法进行探讨，以顾客满意度来衡量产品设计中产品各要素与顾客需求的匹配问题；基于顾客对产品的满意度评价，建立了一个分析和测量用户满意度的模糊机会约束规划模型，给出了模糊模拟处理目标函数的步骤和基于模糊模拟的遗传算法求解模型的过程。通过手机改进设计实例的求解，从顾客对手机满意度评价中得出权值．再将对顾客满意度影响大(即权重大)的要素进行了改进设计。     

面向MC的供应链管理技术和系统研究

通过与传统供应链管理的对比分析,得出了面向大规模定制的供应链的特点和模型。结合汽车行业生产特点及供应链管理现状的分析,构建了汽车行业面向大规模定制的供应链的基本模型,重点论述在大规模定制的生产方式下,汽车制造商如何通过有效的供应链管理来适应客户的个性化需求,提高客户的满意度和忠诚度。因此,研究面向大规模定制的供应链管理具有重要的现实意义。     

Applying CBR to machine tool product configuration design oriented to customer requirements

Product customization is a trend in the current market-oriented manufacturing environment. However, deduction from customer requirements to design results and evaluation of design alternatives are still heavily reliant on the designer’s experience and knowledge. To solve the problem of fuzziness and uncertainty of customer requirements in product configuration, an analysis method based on the grey rough model is presented. The customer requirements can be converted into technical characteristics effectively. In addition, an optimization decision model for product planning is established to help the enterprises select the key technical characteristics under the constraints of cost and time to serve the customer to maximal satisfaction. A new case retrieval approach that combines the self-organizing map and fuzzy similarity priority ratio method is proposed in case-based design. The self-organizing map can reduce the retrieval range and increase the retrieval efficiency, and the fuzzy similarity priority ratio method can evaluate the similarity of cases comprehensively. To ensure that the final case has the best overall performance, an evaluation method of similar cases based on grey correlation analysis is proposed to evaluate similar cases to select the most suitable case. Furthermore, a computer-aided system is developed using MATLAB GUI to assist the product configuration design. The actual example and result on an ETC series machine tool product show that the proposed method is effective, rapid and accurate in the process of product configuration. The proposed methodology provides a detailed instruction for the product configuration design oriented to customer requirements.