On technology for functional requirement-based reference design retrieval in engineering knowledge management

Engineering design is a knowledge-intensive process, and includes conceptual design, detailed design, engineering analysis, assembly design, process design, and performance evaluation. Each of these tasks involves various aspects of technical knowledge and experience. Whether this technical knowledge and experience can be effectively shared is key to increasing product development capability and quality, and also to reducing the duration and cost of the development cycle. Consequently, providing engineering designers various query methods for retrieving engineering knowledge is one of the most important tasks in engineering knowledge management.The study develops a technology for functional requirement-based reference design retrieval as a decision support mechanism, which can assist engineering designers to retrieve relevant design and associated knowledge for reference in conducting functional requirements of a product. This study involves the following tasks: (i) designing a functional requirement-based reference design retrieval process, (ii) developing techniques related to the technology for functional requirement-based reference design retrieval, and (iii) implementing a functional requirement-based reference design retrieval mechanism. The retrieval process includes the steps of functional requirement-based query, case searching and matching, and case ranking. The technology involves (i) a structured query model for functional requirements, (ii) an index structures for historical design cases, (iii) functional requirement-based case searching and matching mechanisms, (iv) a functional requirement-based case ranking mechanism, and (v) a case-based representation of designed entities. Finally, the experimental example with indexing and retrieving similar designed entities is conducted to demonstrate the proposed techniques worked efficiently.     

A framework to integrate design knowledge reuse and requirements management in engineering design

This paper presents a framework to integrate requirements management and design knowledge reuse. The research approach begins with a literature review in design reuse and requirements management to identify appropriate methods within each domain. A framework is proposed based on the identified requirements. The framework is then demonstrated using a case study example: vacuum pump design. Requirements are presented as a component of the integrated design knowledge framework. The proposed framework enables the application of requirements management as a dynamic process, including capture, analysis and recording of requirements. It takes account of the evolving requirements and the dynamic nature of the interaction between requirements and product structure through the various stages of product development.     

Causal design knowledge: Alternative representation method for product development knowledge management

This paper presents a mathematical comparison of procedural knowledge and causal knowledge, and discusses the potential roles and feasibility of causal knowledge across product development knowledge management. Since reuse of knowledge is so important in product development, various knowledge management approaches have been introduced. Most of the product design knowledge is represented by procedural knowledge, which unfortunately requires cumbersome processes to define, and is typically inadequate for representing the kind of knowledge generated during the product development process. A causal knowledge representation, however, can help us to overcome this limitation and is an alternative formalism for representing product design knowledge. In this paper we compare the procedural and causal knowledge representations. We present the mathematical definitions of two knowledge paradigms, then mathematically describe the relationship between the two. Both knowledge paradigms are then compared based on the perspective of knowledge expression, decision alternative representation, reasoning capability, and knowledge cultivation. This paper concludes that causal knowledge representation is superior to procedural knowledge representation based on the four perspectives. Finally, the knowledge systems are modeled using Systems Modeling Language (SysML), and we present a case study that demonstrates the causal knowledge features using a realistic example from industry.     

A knowledge engineering approach to knowledge management

Knowledge management facilitates the capture, storage, and dissemination of knowledge using information technology. Methods for managing knowledge have become an important issue in the past few decades, and the KM community has developed a wide range of technologies and applications for both academic research and practical applications. In this paper, we propose a knowledge engineering approach (KMKE) to knowledge management. First, a knowledge modeling approach is used to organize and express various types of knowledge in a unified knowledge representation. Second, a verification mechanism is used to verify knowledge models based on the formal semantics of the knowledge representation. Third, knowledge models are classified and stored in a hierarchical ontology system. Fourth, a knowledge query language is designed to enhance the dissemination of knowledge. Finally, a knowledge update process is applied to modify the knowledge storage with respect to users’ needs. A knowledge management system for computer repair is used as an illustrative example.     

An agent-based approach to knowledge management in distributed design

The collaboration process among individuals with heterogeneous skills in a distributed virtual environment represents a crucial element of the extended enterprise. In order to achieve global optima in design, there is an increasing need for design teams to establish and maintain cooperative work through effective communication, co-location, coordination and collaboration at the knowledge level. Because of the distributed nature of users and information resources involved in the design process, the need for appropriate knowledge management tools is imperative. This paper proposes an agent-based architecture to support multi-disciplinary design teams that cooperate in a distributed design environment (DDE). Using ontologies and multi-agent systems (MAS), the proposed framework aims to optimise design process operation and management by supporting the dialogue among distributed design actors. Received: February 2005/Accepted: January 2006     

Information management for integrated design environments

This paper identifies requirements for an engineering design information management system. Future CAD systems must support a wide range of activities — such as definition, manipulation and analyses of complex product information models. These models represent not only conventional data associated with current CAD applications, but also design information characterizing the correlations between the requirements, functions, behaviors and physical form of the product. Such functionality is important for both the individual designer and the design organization, as the need to manage information as a corporate asset is becoming a critical component of business strategy. This paper explores these needs using two design studies. The first study illustrates some major concepts relative to non-routine design activities, while the second study focuses on the routine design activities relative to organization interactions. These studies were used to elicit high level requirements which serve as the basis for the development of prototype software systems. These prototypes are briefly introduced here.     

Developing a multi-layer reference design retrieval technology for knowledge management in engineering design

Engineering design is a knowledge-intensive process that encompasses conceptual design, detailed design, engineering analysis, assembly design, process design, and performance evaluation. Each of these tasks involves various areas of knowledge and experience. The sharing of such knowledge and experience is critical to increasing the capacity for developing products and to increasing their quality. It is also critical to reducing the duration and cost of the development cycle. Accordingly, offering engineering designers various methods for retrieving engineering knowledge is one of the most important tasks in managing engineering knowledge.

This study develops a multi-layer reference design retrieval technology for engineering knowledge management to provide engineering designers with easy access to relevant design and related knowledge. The tasks performed in this research include (i) designing a multi-layer reference design retrieval process, (ii) developing techniques associated with multi-layer reference design retrieval technology, and (iii) implementing a multi-layer reference design retrieval mechanism. The retrieval process contains three main phases—‘customer requirement-based reference design retrieval’, ‘functional requirement-based reference design retrieval’ and ‘functional feature-based reference design retrieval’. This technology involves (1) customer requirement-based reference design retrieval, which involves a structured query model for customer requirements, a case-based representation of designed entities, a customer requirement-based index structure for historical design cases, and customer requirement-based case searching, matching and ranking mechanisms, (2) functional requirement-based reference design retrieval, which includes a structured query model for functional requirements, a functional requirement-based index structure for historical design cases, and functional requirement-based case searching, matching and ranking mechanisms, and (3) functional feature-based reference design retrieval, which is a binary code-based representation for functional features, an ART1 neural network for functional feature-based case clustering and functional feature-based case ranking.     

A design methodology for form-based knowledge reuse and representation

Paper forms are regularly used for collecting and disseminating knowledge in offices; they are a natural way of eliciting requirements of knowledge workers. Many organizations have implemented a groupware system to integrate the organizational knowledge and support knowledge creation. However, design methods for flexible form-based knowledge reuse and representation are limited. We developed a methodology based on the enhanced cognitive fit theory; it utilizes factoring and synthesis principles to manipulate form-based knowledge. The methodology was articulated using the design science research methodology. A prototype embedded methodology was built to support a knowledge worker in knowledge creation and reuse in a high tech firm. The resulting system allowed flexible form-based knowledge creation that was useful for problem solving and exploiting opportunities. Implications and conclusions are discussed.     

Evaluation of knowledge management tools using AHP

This paper presents an application of the analytic hierarchy process (AHP) used to select the most appropriate tool to support knowledge management (KM). This method adopts a multi-criteria approach that can be used to analyse and compare KM tools in the software market. The method is based on pairwise comparisons between several factors that affect the selection of the most appropriate KM tool. An AHP model is formulated and applied to a real case of assisting decision-makers in a leading communications company in Hong Kong to evaluate a suitable KM tool. We believe that the application shown can be of use to managers and that, because of its ease of implementation, others can benefit from this approach.     

Supporting management and maintenance of manufacturing knowledge in design automation systems

Many companies base their business strategy on customized products. To enable a high level of product adaptation in an engineer-to-order approach companies invest time and resources to develop design automation systems. Initially, when implementing a design automation system, the focus is on successfully developing a system that generates design variants based on different customer specifications (i.e. the execution of system embedded knowledge and system output). However, in the long run, two important aspects are the management and maintenance of the knowledge that governs the designs. Further, the increasing emphasis on deploying a holistic view of a product’s properties and functions implies an increasing number of life-cycle requirements. The knowledge to adapt the product to fulfil these requirements should also be used and consequently incorporated into the knowledge-base, allowing for correct decisions to be made. In a system for automated variant design, the implications on the product of these life-cycle requirements have to be expressed as algorithms, production rules and/or computational statements to be intertwined with the design calculations. The number of requirements can be significantly large, and the knowledge scattered over different application systems used for the realisation of the design automation system. This makes it difficult to manage and maintain the system as the product life-cycle environment changes and evolves.In this article, the focus is on the requirements related to manufacturing. For that, an approach for the modelling of manufacturing requirements, supporting both knowledge execution and information management, in systems for automated variant design is introduced. The approach has been applied and refined when developing a design automation system in cooperation with a company to demonstrate and verify the approach’s usability.     

Innovating by accessing knowledge across departments

It is widely believed that individuals are more likely to be innovative if they are exposed to different perspectives and domains. While it is purported that knowledge management systems can help, they have generally failed to do so, because there are significant thought world barriers associated with the different perspectives and domains that individuals have to overcome. Using the theory of thought worlds as a theoretical lens, we examined how innovative engineers successfully accessed knowledge from other functional departments. We found that the way they accessed the knowledge had implications for designing knowledge management technology specifically focused on fostering innovation.     

A part affordance-based approach for capturing detailed design knowledge

Design knowledge reuse is widely accepted as an effective strategy for designers to develop robust artifacts with less time and lower cost. However, there has been very little research on how to help designers capture detailed design knowledge for reuse. As a result, most detailed design knowledge still has to remain in designers’ memories as tacit knowledge, which can easily get lost due to oblivion or the mobility of designers. Therefore, this paper attempts to develop a part affordance-based approach for externalizing and capturing detailed design knowledge for effective reuse. It first introduces a part model for representing the detailed design-related information. Based on the relational theory for design, the concept, part affordance, is then employed to help designers externalize and capture various lifecycle factors that are implicit in a detailed design. Based on the affordance constraint axiom, a systematic approach is then proposed for deriving tacit design knowledge from captured part affordances through the analysis of extreme working situations. The proposed approach has been implemented as the Design Knowledge-Capturing System (DKCS). A fixture design case has been employed to illustrate the proposed approach.     

Capturing design rationale

The subject of this paper is the Design Rationale editor (DRed). This is a simple and unobtrusive software tool that allows engineering designers to record their rationale as the design proceeds. DRed is one of the latest of many derivatives of the venerable IBIS concept. Thus it allows the issues addressed, options considered, plus associated pro and con arguments, to be captured in the form of a directed graph of dependencies. The research was conducted in close collaboration with, deployed, and tested in a major multinational aerospace company. The paper describes the main features of the tool, by means of a real design example from the company. It then examines the methodology and process by which the tool was researched, implemented and introduced into industrial practice. Finally, DRed is compared with other IBIS-based software, to identify and explain how it addresses problems that seem to have made earlier tools unsuitable for routine use by designers. Simplicity seems to be a key factor for real world acceptance of such tools.     

基于知识管理的过程企业设备管理系统模型分析

在分析过程企业设备管理现状的基础上,提出基于知识的集成化设备管理模式,将设备管理知识化、系统化,设备工艺可靠性与设备运行可靠性结合,建立以共享技术解决基于工艺指标、流程监控、设备管理的企业能力平衡模式,实行以企业经济效益为目标的综合管理。并进而提出了设备管理的知识模型体系,包括设备优化控制模型、设备运行成本模型、经济评价决策支持模型、设备故障诊断模型、设备运行评价与更新决策模型等。知识建立与发布以企业设备管理业务流与决策流为目标。     

Towards an evaluation framework for knowledge management systems

In this paper we develop an evaluation framework for Knowledge Management Systems (KMS). The framework builds on the theoretical foundations underlying organizational Knowledge Management (KM) to identify key KM activities and the KMS capabilities required to support each activity. These capabilities are then used to form a benchmark for evaluating KMS. Organizations selecting KMS can use the framework to identify gaps and overlaps in the extent to which the capabilities provided and utilized by their current KMS portfolio meet the KM needs of the organization. Other applications of the framework are also discussed.

Understanding the effect of knowledge management strategies on knowledge management performance: A contingency perspective

The universalistic perspective research on employing a unidimensional knowledge management (KM) strategy has yielded conflicting findings and recommendations in different contexts. This study proposes a contingency model for investigating the effects of KM strategies on KM performance to resolve these contradictions. Drawing on the knowledge-based view (KBV) of the firm, which identifies knowledge type and origin as two key KM dimensions, this study first defines four KM strategies: external codification, internal codification, external personalization, and internal personalization. A multiple contingency model of KM strategy is then developed based on a technology–organization–environment framework. This study proposes that the effectiveness of each KM strategy depends on both external and internal contextual conditions, namely, environmental knowledge intensity and organizational information systems (IS) maturity. To test and validate the contingency model, we analyze data from 141 firms to explain the effects of KM strategies on KM performance. Our results reveal three KM strategies, not including the internal personalization strategy, which have a significant association with KM performance in their hypothesized contexts. This study expands KM strategy research by theoretically developing an advanced contingency model aligned with external and internal contexts and by providing valuable practical suggestions to managers for selecting a KM strategy based on multiple contingencies related to the external and internal conditions of a firm.     

Security as a contributor to knowledge management success

Security is an important topic, but is it important for Knowledge Management (KM)? To date, little mainstream KM research is coming through with a security focus. This paper asks why, and proposes that security be integrated into KM success models. The Jennex and Olfman (International Journal of Knowledge Management 2(3):51–68, 2006) KM success model is used to illustrate how security, specifically risk management, and the National Security Telecommunications and Information System Security Committee (NSTISSC) security model can be applied to KM management support and governance and KM Strategy. Finally, two case studies are provided that illustrate the application of risk management through governance to KM.     

Development of user-satisfaction-based knowledge management performance measurement system with evidential reasoning approach

Confronting fierce global competition, organizations have implemented knowledge management to enhance competitive advantages. With increasing investments in resources for knowledge management implementation in many organizations, measuring knowledge management performance has become an important agenda among researchers and practitioners. However, the current knowledge management performance measurement methods cannot truly report the results of organizations’ knowledge management efforts. To address this problem, there is a need of a better approach for measuring knowledge management performance in organizations. This paper presents the authors’ recent research in using a K-user satisfaction based approach and evidential reasoning methodology to develop a user-satisfaction-based knowledge management performance measurement system for organizations to identify strengths and weaknesses, as well as enhance continuous learning. A case study in applying the developed system and methodology in primary school education has been conducted to demonstrate its effectiveness.     

Medical knowledge management for specific hospital departments

Medical knowledge representation and management is concerned with how to organise the often vague clinical experience of medical staff required for computable models. However, few knowledge management and acquisition tools have entered routine use, since such tools are not perceived by physicians as part of the clinical information process. An attempt to partially solve this problem, we identify two key aspects of knowledge representation and management tasks. The first is to adopt a medical knowledge standardisation to provide a consistent terminology control and to simplify the integration between knowledge management tools and the health information system. The second is to establish an effective knowledge acquisition process in specific medical fields by adapting knowledge acquisition tools. Therefore, the main goal of this work is to define computational models and to design mechanisms for the effective acquisition and management of medical knowledge in real-life hospital departments. To this end, we analyse the representation of medical knowledge (based on deep-causal models) and the development of knowledge management tools (based on ontologies), integrated within the information processing activities of the clinical user. Finally, we illustrate its applicability in the Intensive Care Unit and Pediatry scenarios.     

Enhancing portability with multilingual ontology-based knowledge management

Information systems in multilingual environments, such as the EU, suffer from low portability and high deployment costs. In this paper we propose an ontology-based model for multilingual knowledge management in information systems. Our unique feature is a lightweight mechanism, dubbed context, that is associated with ontological concepts and specified in multiple languages. We use contexts to assist in resolving cross-language and local variation ambiguities. Equipped with such a model, we next provide a four-step procedure for overcoming the language barrier in deploying a new information system. We also show that our proposed solution can overcome differences that stem from local variations that may accompany multilingual information systems deployment. The proposed mechanism was tested in an actual multilingual eGovernment environment and by using real-world news syndication traces. Our empirical results serve as a proof-of-concept of the viability of the proposed model. Also, our experiments show that news items in different languages can be identified by a single ontology concept using contexts. We also evaluated the local interpretations of concepts of a language in different geographical locations.