A knowledge support approach for the preliminary design of platform-based products in Engineering-To-Order manufacturing

A product platform is a design approach for meeting the demand for customizable products. Traditional knowledge-based technologies or systems lack flexibility in supporting both configuration and parameter design of platform-based products. In many cases, customers’ requirements and knowledge models both contain incomplete information, and there are complex relations among various solutions, functions and solution parameters in Engineering-To-Order (ETO) products. A knowledge model for the preliminary design of ETO products is presented in this paper, and linkages are established between configuration design knowledge and parameter design procedures. The basis of the knowledge model is the Extended Function-Solutions (EFS) tree, from which design case trees, design modules, constraint checking rules, and module interface templates derive. A corresponding knowledge retrieval and reuse strategy is also presented. It uses an improved fuzzy information axiom to search for the optimal configuration with incomplete information. The parameter design process model of new products then can be generated based on the optimal configuration. The case study demonstrates the knowledge modeling, retrieval and reuse for the preliminary design of open-type crank presses. Moreover, the effectiveness of the methodology is discussed by analyzing the verification approach and the satisfaction of customers’ requirements.