面向产业链的协同产品开发理论及其关键技术研究
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摘要
在全球化市场竞争和客户多样化需求的双重压力下,协同产品开发在广度上己触及整个产业链,在深度上贯彻产品全生命周期各个阶段,产品开发活动面临更严峻的挑战。随着产业链协作的快速发展,基于产业链的跨地域、跨企业的分布式协同产品开发已成为企业组织产品开发活动的发展趋势。它以产品为对象,以协同开发过程为中心,基于市场需求,在产业链环境下快速组建跨企业的产品开发团队,迅速分解并合理分配产品开发任务和产业链资源,以更快的速度、更好的质量、更低的成本、更贴心的服务来满足市场个性化的需求,从而赢得市场,进而推动产业链的整体竞争力。本文在分析现代复杂机电产品开发特点和需求的基础上,对面向产业链的协同产品开发理论及其三个关键支撑技术进行了深入地研究,包括面向产业链的协同产品开发理论体系、产品全生命周期数据管理模型、产业链协同产品开发过程建模与管理、工作流变更处理模型、面向配置的产品快速设计等。以这些研究成果为基础开发出了实际的产业链协同产品开发管理平台,并介绍了该平台具体的工程应用实践。
本文首先研究了面向产业链的协同产品开发理论、模型及其功能技术体系。在分析产业链现状的基础上,阐述了产业链协同产品开发的基本概念及内涵特征,研究了产业链协同产品开发概念模型及其组成要素,包括过程信息、企业组织、产品数据信息、产业链环境资源信息,并从状态空间的角度深入研究了产业链协同组织模型。
其次,本文对支持产业链协同产品开发理论的三个关键技术,即产品数据管理、过程管理和配置管理进行了系统深入的研究：
1、建立了基于域的产品全生命周期数据管理模型,为保证产品数据信息在整个生命周期内演化过程中的动态性、完整性、共享性、可追溯性与安全性提供了有效的理论支持。构建了产品全生命周期数据协同管理框架。
2、针对产业链协同产品开发过程的复杂性,层次性、分布性、系统性等特点,从过程建模、工作流变更、过程管理三个方面展开研究。在过程建模方面,提出了产业链协同过程建模方法；在工作流变更管理方面,研究了基于多视图约束的工作流变更模型,并提出了相应的变更处理方法；在过程管理方面,提出了基于三层工作流空间的层次化过程管理模型。
3、研究了面向配置的产品快速设计机制,提出了面向方案的产品配置和面向产品详细设计的配置方法。针对产品方案配置的需求,构建了产品多领域设计知识模型；针对产业链环境下企业间配置和企业内配置的需求,构建了涵盖产品零部件特征和装配结构的产品特征-结构树配置模型,并提出了基于CBR和DCSP的产品配置推理算法。
最后,在上述关键技术研究的基础上,阐述了基于SOA架构的产业链协同产品开发管理平台的实现方法和其关键管理功能的实现。同时,介绍了本文研究成果在企业及其合作伙伴中的具体应用。
Under the dual pressures of the global market competition and customers diverse needs, Collaborative Product Development (CPD) have touched the whole industry on the breadth, and covered every product lifecycle stage in depth. Current product development activities face more severe challenges. As industry chain rapid development, Industry Collaborative Product Development (ICPD), which crosses numbers of companies in different regions, is becoming an inevitable product development trend. ICPD can quickly seize market opportunities, quickly set up the industrial chain collaborative product development teams, assign reasonable product development tasks and the industry chain resources to every company, and enhance their ability to respond quickly to market. Based on the requirement of modern machinery and electronic product development, this thesis deeply studies ICPD theory and its key technologies, including product lifecycle data information management, complex industry chain process modeling and management, workflow changes processing model, rapid product design oriented to product configuration.
Firstly, this thesis studies the theory, models and function technologies of ICPD. Base on the anlaysis of the development of industry chain, three important issues of ICPD are introduced:ICPD defination and basic features, ICPD concept model and ICPD collaborative organizational model. The four elements of ICPD concept model are deeply analyzed, including product development process information, product data information, enterprise information and industry chain resource information. And ICPD organizational model is researched from the perspective of status spaces.
Secondly, three key supporting technologies of ICPD, including product data management, process management and product configuration model, are deeply researched:
1. Product lifecycle data information model based on domain is proposed. It provided an effective theoretical support to ensure the dynamic evolution, integrity, product data sharing, traceability and security for product data information throughout all the life cycles. Product lifecycle data collaborative framework is constructed.
2. Product development process in ICPD is complex, hierarchical, distributed and systematic, and it is difficult to design process and manage it well. In the thesis, product development process in ICPD is researched from process modeling, workflow changing and process management. Industry chain collaborative process modeling method is put forward. Workflow changes model based multi-views constraints is discussed, and the corresponding changes treatment method is defined. Hierarchical process management model based three tiers workflow spaces is described.
3. The thesis discusses rapid product design implementation mechanism based on product configuration, and proposes two product configuration methods oriented to product concept design and product detail design. Product multi-domain knowledge model is constructed for product concept configuration requirement. The product configuration in ICPD has two types, including the product configuration between companies and product configuration within a company. In order to express completely the product configuration information, product feature-structure configuration model based on part features and assembly structure is defined, and product configuration reasoning algorithm based on CBR and DSCP is put forward.
Finally, the realization method of ICPD management platform based on SOA architecture is given. And its key management functions are described. At the same time, the implementations of the above key technologies in some ICPD projects are introduced.
本文首先研究了面向产业链的协同产品开发理论、模型及其功能技术体系。在分析产业链现状的基础上,阐述了产业链协同产品开发的基本概念及内涵特征,研究了产业链协同产品开发概念模型及其组成要素,包括过程信息、企业组织、产品数据信息、产业链环境资源信息,并从状态空间的角度深入研究了产业链协同组织模型。
其次,本文对支持产业链协同产品开发理论的三个关键技术,即产品数据管理、过程管理和配置管理进行了系统深入的研究：
1、建立了基于域的产品全生命周期数据管理模型,为保证产品数据信息在整个生命周期内演化过程中的动态性、完整性、共享性、可追溯性与安全性提供了有效的理论支持。构建了产品全生命周期数据协同管理框架。
2、针对产业链协同产品开发过程的复杂性,层次性、分布性、系统性等特点,从过程建模、工作流变更、过程管理三个方面展开研究。在过程建模方面,提出了产业链协同过程建模方法；在工作流变更管理方面,研究了基于多视图约束的工作流变更模型,并提出了相应的变更处理方法；在过程管理方面,提出了基于三层工作流空间的层次化过程管理模型。
3、研究了面向配置的产品快速设计机制,提出了面向方案的产品配置和面向产品详细设计的配置方法。针对产品方案配置的需求,构建了产品多领域设计知识模型；针对产业链环境下企业间配置和企业内配置的需求,构建了涵盖产品零部件特征和装配结构的产品特征-结构树配置模型,并提出了基于CBR和DCSP的产品配置推理算法。
最后,在上述关键技术研究的基础上,阐述了基于SOA架构的产业链协同产品开发管理平台的实现方法和其关键管理功能的实现。同时,介绍了本文研究成果在企业及其合作伙伴中的具体应用。
Under the dual pressures of the global market competition and customers diverse needs, Collaborative Product Development (CPD) have touched the whole industry on the breadth, and covered every product lifecycle stage in depth. Current product development activities face more severe challenges. As industry chain rapid development, Industry Collaborative Product Development (ICPD), which crosses numbers of companies in different regions, is becoming an inevitable product development trend. ICPD can quickly seize market opportunities, quickly set up the industrial chain collaborative product development teams, assign reasonable product development tasks and the industry chain resources to every company, and enhance their ability to respond quickly to market. Based on the requirement of modern machinery and electronic product development, this thesis deeply studies ICPD theory and its key technologies, including product lifecycle data information management, complex industry chain process modeling and management, workflow changes processing model, rapid product design oriented to product configuration.
Firstly, this thesis studies the theory, models and function technologies of ICPD. Base on the anlaysis of the development of industry chain, three important issues of ICPD are introduced:ICPD defination and basic features, ICPD concept model and ICPD collaborative organizational model. The four elements of ICPD concept model are deeply analyzed, including product development process information, product data information, enterprise information and industry chain resource information. And ICPD organizational model is researched from the perspective of status spaces.
Secondly, three key supporting technologies of ICPD, including product data management, process management and product configuration model, are deeply researched:
1. Product lifecycle data information model based on domain is proposed. It provided an effective theoretical support to ensure the dynamic evolution, integrity, product data sharing, traceability and security for product data information throughout all the life cycles. Product lifecycle data collaborative framework is constructed.
2. Product development process in ICPD is complex, hierarchical, distributed and systematic, and it is difficult to design process and manage it well. In the thesis, product development process in ICPD is researched from process modeling, workflow changing and process management. Industry chain collaborative process modeling method is put forward. Workflow changes model based multi-views constraints is discussed, and the corresponding changes treatment method is defined. Hierarchical process management model based three tiers workflow spaces is described.
3. The thesis discusses rapid product design implementation mechanism based on product configuration, and proposes two product configuration methods oriented to product concept design and product detail design. Product multi-domain knowledge model is constructed for product concept configuration requirement. The product configuration in ICPD has two types, including the product configuration between companies and product configuration within a company. In order to express completely the product configuration information, product feature-structure configuration model based on part features and assembly structure is defined, and product configuration reasoning algorithm based on CBR and DSCP is put forward.
Finally, the realization method of ICPD management platform based on SOA architecture is given. And its key management functions are described. At the same time, the implementations of the above key technologies in some ICPD projects are introduced.
引文
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