云制造模式下大型装备成套服务运作协同与优化
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摘要
21世纪,云、物联网和协同己被确定为重塑全球化制造企业的关键技术和发展趋势。云制造是云计算在制造业的发展与应用,被看做提升我国制造业竞争力和创新能力的新技术,是我国大型装备制造业转型和发展的主要趋势。云制造模式下大型装备成套服务(LECS)运作管理问题与传统制造模式相比,具有复杂性、分布性、目标性、网络性、动态性和不确定性等特征。其中,分布性和网络性是云制造区别传统模式的最典型的特征。分布性使资源具有独立性和自治性,容易发生利益冲突,需要一定的规范、程序和手段进行行为约束和激励。网络性是资源整合、共享与协作的基础,是制造与服务融合的保障,也是管理现代化的深刻体现。因此,对云制造模式下运作管理协同优化的研究要将传统理论方法与现代技术手段相结合,实施管理创新。充分利用云制造服务平台进行集中、高效、实时的协同管理,制订协调各种关系、平衡自治性、消除冲突的协同机制。协同是基本,优化是根本。在强调运作协同的同时,更要追求运作过程优化的目标。对服务过程的资源配置和计划控制进行优化决策,注重协同效应,实现多层次多项目多目标的协同优化。因此,对云制造模式下LECS运作协同与优化的管理创新研究具有重要意义和挑战性。
区别于传统的局部研究视角,针对云制造模式下LECS运作协同和优化新问题,进行了较为系统的、完整的研究。将实证研究、模型研究、算法研究和模拟研究相结合,以云制造、协同管理、博弈论和精益生产运等为理论基础,注重协同效应,从系统、控制、组织、执行四个层次研究支撑和实现云制造模式的LECS运作协同与优化理论方法体系。具体研究内容包括：
1.云制造模式下LECS运作协同与优化问题分析：为了给后续研究提供宏观指导,定义了LECS的概念,论述了LECS的必要性和可行性,探索了LECS的云制造应用模式。进而分析了LECS运作管理的特征和协同优化需求,提出了运作协同与优化需要解决的关键问题。
2.云制造模式下LECS的运作协同逻辑框架：系统层次,采用TAEMS分解了任务,分析了协同关系、协同机理、协同问题和协同目标,提出了五维度序参量的协同管理思路,建立了基于云制造平台的LECS协同逻辑框架,辨析了协同逻辑关系。
3.基于多维度序参量的LECS运作复合协同机制体系：控制层次,为了实现相应的协同目标,基于协同管理五个维度序参量,设计了全方位协同的机制,建立了复合协同机制体系。
4.基于合作博弈的LECS联邦资源配置协同优化方法：组织层次,分析了个体理性和整体理性,提出了运作成本是合作博弈的核心问题,建立了协同个体利益与集体利益最大化的合作博弈模型,采用增广拉格朗日松弛法探索了合作博弈均衡解法,并通过了实例验证。
5.基于精益思想的LECS运作计划控制协同优化方法：执行层次,将精益思想融入运作计划与控制过程中,分析了运作计划控制的具体影响因素和结构,辨析了质量-工期-成本三目标之间的关系,引入田口质量损失函数,建立了基于成本费用关系的质量-成本-工期协同模型。构建了计划控制多层次、多项目、多目标的协同优化模型。结合实际需求,对模型进行了优化处理,设计了仿真+遗传算法,并通过实例验证了模型和算法的有效性。
研究的创新之处在于：
1.设计了全方位协同的LECS复合协同机制体系
基于协同管理序参量即组织协同、过程协同、信息协同、资源协同和目标协同五个维度,设计了实现全方位协同目标的复合协同机制体系,有助于消除运作中的冲突,减少内耗,充分发挥各自的效能,提高整体协同效应。
2.创建了协同个体利益与集体利益的LECS联邦资源合作博弈模型
组合优超与资源贡献率方法建立了协同个体利益与集体利益最大化的合作博弈模型,既实现个体的优超又达到整体的核心,保证了合作的稳定性。为实现云制造环境下LECS资源协同目标提供了理论方法。
3.建立了多层次、多项目、多目标的LECS运作计划控制协同优化模型
引入田口质量损失函数,提出了基于成本费用关系的质量-成本-工期三目标协同思路,建立了计划控制多层次、多项目、多目标的协同优化模型。并对模型进行了优化处理,增强了模型的可操作性和实用性。为实现云制造模式下LECS运作过程整体协同优化奠定了理论基础。
本文系统地建立了支撑和实现云制造模式的LECS运作协同与优化理论方法体系。研究结果表明,提出的协同逻辑框架具有宏观指导意义,设计的复合协同机制体系实现了全方位协同目标,建立的协同优化模型和算法通过实例验证具有有效性和实用性。系统地实现了对资源的选择和优化配置、服务过程的计划控制等集中协同管理,保证了制造资源服务的无缝、稳定、绿色、环保、高品质地进行,达到了LECS整体协同与优化的效应,提高了LECS项目的整体效率和效益。为大型装备企业从制造商向服务集成商转型提供了理论依据和科学方法。
In the21st century, the collaboration of cloud applications and the Internet of things (IOT) has been identified as the key technology and development trend for remodelling global manufacturing enterprises. Cloud manufacturing is a cloud computing application in the manufacturing industry, regarded as new technology of promoting manufacturing industry competitiveness and innovation ability. It is the main trend of the large equipment manufacturing industry transformation and development in China. Operation management of large equipment complete services (LECS) in cloud manufacturing has complexity, distributivity, target, network, dynamic, and uncertainty, compared with the traditional manufacturing model. Among them, the distributivity and network form are the most typical features of the cloud manufacturing different from the traditional model. The distributivity makes resources be independence and autonomy, and prone to conflicts of interest. So some specifications, procedures and methods are required for behavior constraints and incentives. Network form is the basis of resource integration, sharing and collaboration, and it is the guarantee of manufacturing and service integration, and it is also embodiment of management modernization. Therefore, the collaborative and optimization of operation management under cloud manufacturing mode needs to combine traditional theory with modern technology, so as to implement management innovation. The collaborative management with centralized, high efficient and real-time will be realized by cloud manufacturing service platform. The coordination mechanism need to be formulated to coordinate various relations, balance autonomy, and eliminate conflict. Synergy is basic, and optimization is essential. With emphasis on the operation synergy, we must attach importance to the operation optimization. Resources allocation and planning control of the process of service must be optimization decisions, focused on synergies of multi-level multi-project multi-objective collaborative optimization. Therefore, the study of management innovation is of great significance and challenge, which is coordination and optimization of LECS under cloud manufacturing mode.
Different from traditional and local research perspectives, the new problems of LECS operation coordination and optimization under cloud manufacturing mode were made a systematic and complete research. Integrating empirical study, model, algorithm and simulation, the theory and method system of operation coordination and optimization of LECS had been researched based on cloud manufacturing, collaborative management, game theory and lean production, which supports and implements the cloud manufacturing mode. The study includes four levels of system, control, organization and execution, paying attention to the coordination effect. Specific contents of research are as follows:
1. Analysis of LECS coordination and optimization under cloud manufacturing mode:in order to provide macro guidance for further research, the concept of the LECS was defined, the necessity and feasibility of the LECS was discussed, and model of cloud manufacturing application of LECS was explored. Then features of the operation management and collaborative optimization requirements of LECS were analyzed, and the key problems of operation coordination and optimization need to be solved, were proposed.
2. Synergy logic framework of LECS under cloud manufacturing mode:in system level, adopting TAEMS to decompose the task, cooperative relations, coordination mechanism, coordination problem and cooperative target were analyzed. The collaborative management idea was put forward with the order parameter of the five dimensions. The LECS collaboration logic was set up based on cloud manufacturing platform framework, and the logical relationship was analyzed together.
3. Composite synergy mechanism of LECS based on the multidimensional order parameter:in control level, in order to achieve the corresponding goal together, the comprehensive coordination mechanisms were designed, based on the five dimensions of the order parameter in the collaborative management. The composite synergy mechanism system was established.
4. Federal resources allocation collaborative optimization methods of LECS based on cooperative game:in organization level, the individual and overall rationality was analyzed, and the operation cost was proposed as the core of cooperative game. The cooperation game model of coordination was established combining individual interests with collective interests. The augmented Lagrangian relaxation method was adopted to explore the cooperative game equilibrium solutions. The effectiveness of the model and algorithm was verified through an example.
5. Operation plan and control collaborative optimization method of LECS based on lean thinking:in execution level, blending lean thinking in operation planning and control process, the concrete structure and influencing factors of operation plan and control were analyzed, and the relationship among the three goals of quality-duration-cost was also analyzed. The coordination model of quality-duration-cost was established introducing Taguchi quality loss function based on the cost. The multi-level multi-projects multi-objective coordination optimization model of the plan and control was built. Connecting with the actual demand, the optimizing the model, simulation+the genetic algorithm was designed, and effectiveness is verified by case study.
The innovations are as follows:
1. Designed composite synergy mechanism system for the LECS to comprehensive coordination.
Based on the order parameters of collaborative management which were five dimensions of organization collaboration, coordination, information coordination process, resource coordination, the compound synergy mechanism system was designed to achieve all-round coordination. It helps to eliminate conflict in the operation, reduce the internal friction, give full play to their effectiveness, and improve the overall synergy effect.
2. Created a cooperation game model for the LECS federal resources to coordinate individual and collective interests.
The cooperation game model which can realize individual and collective interests maximize was established with superior and resource contribution rate. It can both realize individual superior and overall core, and ensure the stability of cooperation. It provided a theoretical method for LECS under cloud manufacturing to achieve resource synergy goals.
3. Set up a multi-level, multiple projects, multi-objects coordinated optimization model of the plan and control for LECS.
Introducing Taguchi quality loss function, a collaborative model of three targets was proposed based on the relationship among quality, duration and cost. The multi-level, multiple project and multi-objective coordination optimization model of planning control was established. The model was processed and optimized to enhance operability and practicability. This laid a foundation for the LECS under the cloud manufacturing mode to realize collaborative optimization overall.
In this paper, a set of theory method system of coordination and optimization was systematically established to support and implement LECS'cloud manufacturing mode. The research results show that the collaborative logic framework proposed is macro guidance significance; the composite synergy mechanism system designed realizes all-round cooperative target; the collaborative optimization model and algorithm established have validity and practicability through the instance verified. It systematically realized the collaborative management of resources choice and optimizing configuration, the plan and control in the process of service, and so on. It can ensure stability of manufacturing resource service seamless, green, environmental protection, and high quality. It achieves optimization effect of the system overall coordination. The efficiency and effectiveness of LECS project will be raised. The study also provides a theoretical basis and scientific method for large equipment enterprise from manufacturer to a service integrator transformation.
区别于传统的局部研究视角,针对云制造模式下LECS运作协同和优化新问题,进行了较为系统的、完整的研究。将实证研究、模型研究、算法研究和模拟研究相结合,以云制造、协同管理、博弈论和精益生产运等为理论基础,注重协同效应,从系统、控制、组织、执行四个层次研究支撑和实现云制造模式的LECS运作协同与优化理论方法体系。具体研究内容包括：
1.云制造模式下LECS运作协同与优化问题分析：为了给后续研究提供宏观指导,定义了LECS的概念,论述了LECS的必要性和可行性,探索了LECS的云制造应用模式。进而分析了LECS运作管理的特征和协同优化需求,提出了运作协同与优化需要解决的关键问题。
2.云制造模式下LECS的运作协同逻辑框架：系统层次,采用TAEMS分解了任务,分析了协同关系、协同机理、协同问题和协同目标,提出了五维度序参量的协同管理思路,建立了基于云制造平台的LECS协同逻辑框架,辨析了协同逻辑关系。
3.基于多维度序参量的LECS运作复合协同机制体系：控制层次,为了实现相应的协同目标,基于协同管理五个维度序参量,设计了全方位协同的机制,建立了复合协同机制体系。
4.基于合作博弈的LECS联邦资源配置协同优化方法：组织层次,分析了个体理性和整体理性,提出了运作成本是合作博弈的核心问题,建立了协同个体利益与集体利益最大化的合作博弈模型,采用增广拉格朗日松弛法探索了合作博弈均衡解法,并通过了实例验证。
5.基于精益思想的LECS运作计划控制协同优化方法：执行层次,将精益思想融入运作计划与控制过程中,分析了运作计划控制的具体影响因素和结构,辨析了质量-工期-成本三目标之间的关系,引入田口质量损失函数,建立了基于成本费用关系的质量-成本-工期协同模型。构建了计划控制多层次、多项目、多目标的协同优化模型。结合实际需求,对模型进行了优化处理,设计了仿真+遗传算法,并通过实例验证了模型和算法的有效性。
研究的创新之处在于：
1.设计了全方位协同的LECS复合协同机制体系
基于协同管理序参量即组织协同、过程协同、信息协同、资源协同和目标协同五个维度,设计了实现全方位协同目标的复合协同机制体系,有助于消除运作中的冲突,减少内耗,充分发挥各自的效能,提高整体协同效应。
2.创建了协同个体利益与集体利益的LECS联邦资源合作博弈模型
组合优超与资源贡献率方法建立了协同个体利益与集体利益最大化的合作博弈模型,既实现个体的优超又达到整体的核心,保证了合作的稳定性。为实现云制造环境下LECS资源协同目标提供了理论方法。
3.建立了多层次、多项目、多目标的LECS运作计划控制协同优化模型
引入田口质量损失函数,提出了基于成本费用关系的质量-成本-工期三目标协同思路,建立了计划控制多层次、多项目、多目标的协同优化模型。并对模型进行了优化处理,增强了模型的可操作性和实用性。为实现云制造模式下LECS运作过程整体协同优化奠定了理论基础。
本文系统地建立了支撑和实现云制造模式的LECS运作协同与优化理论方法体系。研究结果表明,提出的协同逻辑框架具有宏观指导意义,设计的复合协同机制体系实现了全方位协同目标,建立的协同优化模型和算法通过实例验证具有有效性和实用性。系统地实现了对资源的选择和优化配置、服务过程的计划控制等集中协同管理,保证了制造资源服务的无缝、稳定、绿色、环保、高品质地进行,达到了LECS整体协同与优化的效应,提高了LECS项目的整体效率和效益。为大型装备企业从制造商向服务集成商转型提供了理论依据和科学方法。
In the21st century, the collaboration of cloud applications and the Internet of things (IOT) has been identified as the key technology and development trend for remodelling global manufacturing enterprises. Cloud manufacturing is a cloud computing application in the manufacturing industry, regarded as new technology of promoting manufacturing industry competitiveness and innovation ability. It is the main trend of the large equipment manufacturing industry transformation and development in China. Operation management of large equipment complete services (LECS) in cloud manufacturing has complexity, distributivity, target, network, dynamic, and uncertainty, compared with the traditional manufacturing model. Among them, the distributivity and network form are the most typical features of the cloud manufacturing different from the traditional model. The distributivity makes resources be independence and autonomy, and prone to conflicts of interest. So some specifications, procedures and methods are required for behavior constraints and incentives. Network form is the basis of resource integration, sharing and collaboration, and it is the guarantee of manufacturing and service integration, and it is also embodiment of management modernization. Therefore, the collaborative and optimization of operation management under cloud manufacturing mode needs to combine traditional theory with modern technology, so as to implement management innovation. The collaborative management with centralized, high efficient and real-time will be realized by cloud manufacturing service platform. The coordination mechanism need to be formulated to coordinate various relations, balance autonomy, and eliminate conflict. Synergy is basic, and optimization is essential. With emphasis on the operation synergy, we must attach importance to the operation optimization. Resources allocation and planning control of the process of service must be optimization decisions, focused on synergies of multi-level multi-project multi-objective collaborative optimization. Therefore, the study of management innovation is of great significance and challenge, which is coordination and optimization of LECS under cloud manufacturing mode.
Different from traditional and local research perspectives, the new problems of LECS operation coordination and optimization under cloud manufacturing mode were made a systematic and complete research. Integrating empirical study, model, algorithm and simulation, the theory and method system of operation coordination and optimization of LECS had been researched based on cloud manufacturing, collaborative management, game theory and lean production, which supports and implements the cloud manufacturing mode. The study includes four levels of system, control, organization and execution, paying attention to the coordination effect. Specific contents of research are as follows:
1. Analysis of LECS coordination and optimization under cloud manufacturing mode:in order to provide macro guidance for further research, the concept of the LECS was defined, the necessity and feasibility of the LECS was discussed, and model of cloud manufacturing application of LECS was explored. Then features of the operation management and collaborative optimization requirements of LECS were analyzed, and the key problems of operation coordination and optimization need to be solved, were proposed.
2. Synergy logic framework of LECS under cloud manufacturing mode:in system level, adopting TAEMS to decompose the task, cooperative relations, coordination mechanism, coordination problem and cooperative target were analyzed. The collaborative management idea was put forward with the order parameter of the five dimensions. The LECS collaboration logic was set up based on cloud manufacturing platform framework, and the logical relationship was analyzed together.
3. Composite synergy mechanism of LECS based on the multidimensional order parameter:in control level, in order to achieve the corresponding goal together, the comprehensive coordination mechanisms were designed, based on the five dimensions of the order parameter in the collaborative management. The composite synergy mechanism system was established.
4. Federal resources allocation collaborative optimization methods of LECS based on cooperative game:in organization level, the individual and overall rationality was analyzed, and the operation cost was proposed as the core of cooperative game. The cooperation game model of coordination was established combining individual interests with collective interests. The augmented Lagrangian relaxation method was adopted to explore the cooperative game equilibrium solutions. The effectiveness of the model and algorithm was verified through an example.
5. Operation plan and control collaborative optimization method of LECS based on lean thinking:in execution level, blending lean thinking in operation planning and control process, the concrete structure and influencing factors of operation plan and control were analyzed, and the relationship among the three goals of quality-duration-cost was also analyzed. The coordination model of quality-duration-cost was established introducing Taguchi quality loss function based on the cost. The multi-level multi-projects multi-objective coordination optimization model of the plan and control was built. Connecting with the actual demand, the optimizing the model, simulation+the genetic algorithm was designed, and effectiveness is verified by case study.
The innovations are as follows:
1. Designed composite synergy mechanism system for the LECS to comprehensive coordination.
Based on the order parameters of collaborative management which were five dimensions of organization collaboration, coordination, information coordination process, resource coordination, the compound synergy mechanism system was designed to achieve all-round coordination. It helps to eliminate conflict in the operation, reduce the internal friction, give full play to their effectiveness, and improve the overall synergy effect.
2. Created a cooperation game model for the LECS federal resources to coordinate individual and collective interests.
The cooperation game model which can realize individual and collective interests maximize was established with superior and resource contribution rate. It can both realize individual superior and overall core, and ensure the stability of cooperation. It provided a theoretical method for LECS under cloud manufacturing to achieve resource synergy goals.
3. Set up a multi-level, multiple projects, multi-objects coordinated optimization model of the plan and control for LECS.
Introducing Taguchi quality loss function, a collaborative model of three targets was proposed based on the relationship among quality, duration and cost. The multi-level, multiple project and multi-objective coordination optimization model of planning control was established. The model was processed and optimized to enhance operability and practicability. This laid a foundation for the LECS under the cloud manufacturing mode to realize collaborative optimization overall.
In this paper, a set of theory method system of coordination and optimization was systematically established to support and implement LECS'cloud manufacturing mode. The research results show that the collaborative logic framework proposed is macro guidance significance; the composite synergy mechanism system designed realizes all-round cooperative target; the collaborative optimization model and algorithm established have validity and practicability through the instance verified. It systematically realized the collaborative management of resources choice and optimizing configuration, the plan and control in the process of service, and so on. It can ensure stability of manufacturing resource service seamless, green, environmental protection, and high quality. It achieves optimization effect of the system overall coordination. The efficiency and effectiveness of LECS project will be raised. The study also provides a theoretical basis and scientific method for large equipment enterprise from manufacturer to a service integrator transformation.
引文
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