产品进化设计方法与配置产品定制生产技术研究
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摘要
本文从配置产品创新性与重用性相结合的角度探索大批量定制环境下产品创新设计的发展规律，系统地提出了产品进化设计与配置产品定制生产理论和方法，对产品运动进化设计、装配进化设计、结构进化设计以及配置产品进化重用的定制生产中的关键技术进行了深入研究，并结合企业具体应用将上述理论应用于实际产品开发中，取得了良好的效果。
论文的主要工作如下：
第一章综述了计算机辅助概念设计的研究现状，阐述了配置产品的设计技术研究，在分析现有配置产品的设计方法不足的基础上给出了产品进化设计与配置产品定制生产理论的主要思想和研究背景。
第二章提出了产品进化设计信息建模过程中语义单元进化演绎的基本原理。将一定表现、语义和抽象相结合定义了语义单元的基本概念，实现了对设计语义及其关联信息“三位一体”的形式化描述，以语义单元作为产品语义信息的载体和建模基本元素，通过语义单元的演绎辅助设计概念的重用和扩展，实现语义单元进化演绎与产品设计过程的结合，从而建立面向配置产品的进化设计过程模型。
第三章提出了机构运动的变换式进化设计方法。描述了功能语义蕴涵的运动变换约束和运动关系约束，实现了分层次的运动进化模型的建立，建立起功能运动约束与机构组合约束间的映射关系，将功能语义与运动功能综合求解的变换式进化过程相结合，实现对计算机辅助运动进化设计的支持。
第四章提出了产品装配的映射式进化设计方法。以更适合设计者表达习惯的语义形式来简洁地表示零件间的装配关系，给出了装配语义的约束规则集描述方法，将一定的装配关系由语义层映射转化为几何约束层，通过装配语义关联图建立起支持装配进化模型的多层次语义关联和基于语义的装配驱动，并给出了多层次语义关联和语义装配驱动的映射式进化算法。
第五章提出了零件结构的联动式进化设计方法。以联结单元定义实现结构联结约束抽象表达基础上，采用联结语义关联图给出面向进化设计的零件结构模型表示，提出了面向过程进化的联结单元运算操作方法，将进化运算和结构进化模型重构的联动式进化算法相结合，实现零件结构进化模型动态编辑。
第六章提出了配置产品进化重用的定制生产技术。给出了可重用语义单元的相似性分析，描述了语义单元相似性指标计算方法，研究了语义单元可重用规则的层次、分类和表达，提出了面向可重用的4种语义单元进化形式，将语义单元可重用规则与产品进化设计模型相结合，建立了配置产品进化重用的定制
摘要
生产过程模型和算法。
第七章介绍了以本文内容为核心的DDM进化设计系统和GEMC生产定制系
统的体系结构和功能模块，在工程实践中验证了产品进化设计与配置产品定制
生产理论和方法的正确性和可行性。
第八章总结了本文的主要研究内容和成果，并给出了今后的研究方向。
关键词:
进化设计，定制生产，语义，配置产品，设计过程，语义单元，进化演绎，
三位一体，变换式进化，映射式进化，联动式进化，进化重用
，11.
A new theory and method of product evolutionary design and customization production for configuration product is presented in this dissertation. The new theory and method is based on the study of evolving principle of innovative design for MC, which focuses on the innovation and reuse properties for configuration product, and integrates key technologies for motion evolutionary design, assembly evolutionary design, structure evolutionary design and evolutionary reuse of customization production. Furthermore, the new method was applied successfully on the modeling for some projects, and results showed the utility, flexibility and robust of the new technology.The main work of this dissertation is as follows:In chapter I, an overview of the current situation of Computer Aided Conceptual Design and existing design technology for configuration product is given. Then, the merits and deficiencies of existing design method for configuration product are discussed. After that, the main strategy and research background of the new theory for product evolutionary design and customization production for configuration product are introduced.In chapter II, the basic principle of semantic modelon evolution is given. Semantic modelon exists in the process of informational modeling for product evolutionary design, and is defined integrating three elements - Representation, Semantics and Abstract in this dissertation. The 'trinity' is realized because three elements combine all design semantics and conjunction information. Semantic modelon is the carrier of product semantics information and the basic modeling unit. Then by reusing and extending design concept to realize the combination of the semantic modelon denotation and design process. Based on that, a process model of evolutionary design for configuration product is put forward.In chapter III, transform-evolutionary design method for mechanism motion is proposed. First, the motion transform constraint and motion connection constraint carried by function semantics are described. Then, mapping relationship between functional constraint and mechanism combinational constraint is given. Based on that, motion hierarchical evolution model is built. This model combines function semantics and transform evolution process of motion function solving to support Computer Aided Motion Evolutionary Design.In chapter IV, mapping-evolutionary design method for product assembly is proposed. This method can express the assembly relationship more concisely and by the way more adaptable for designer's habits. Constrain rules for assembly semantics are given to map and translate the assembly relationship from semantics layer to
geometric constraint layer. At the same time, an assembly semantics relation graph is given to realize multi-hierarchical semantics relating and the assembly driving based on semantics which can support the assembly evolutionary model. Moreover, mapping-evolutionary algorithm for multi-hierarchical semantics relating and the assembly driving based on semantics is presented.In chapter V, linkage-evolutionary design method for parts structure is proposed. First, coupling modelon is defined to express structure coupling constraint abstractly. Based on that, a coupling semantics relation graph is given to show the parts structure model for evolutionary design. Then, an operation method for coupling semantics which focus on the process evolution is presented. This method integrates evolutionary operation and linkage-evolutionary algorithm for structure model rebuilding to realize the dynamically editing for parts structure evolutionary model.In chapter VI, customization production technology based on evolutionary reuse for configuration product is proposed. The similarity of reusable semantic modelon is analyzed, and the computing method for similarity index of semantic modelon is given. The hierarchy, classification and expression of reusable rules of semantic modelon are researched. Then, four types of semantic modelon evolution focusing on reuse are presented. Lastly, the process mode
论文的主要工作如下：
第一章综述了计算机辅助概念设计的研究现状，阐述了配置产品的设计技术研究，在分析现有配置产品的设计方法不足的基础上给出了产品进化设计与配置产品定制生产理论的主要思想和研究背景。
第二章提出了产品进化设计信息建模过程中语义单元进化演绎的基本原理。将一定表现、语义和抽象相结合定义了语义单元的基本概念，实现了对设计语义及其关联信息“三位一体”的形式化描述，以语义单元作为产品语义信息的载体和建模基本元素，通过语义单元的演绎辅助设计概念的重用和扩展，实现语义单元进化演绎与产品设计过程的结合，从而建立面向配置产品的进化设计过程模型。
第三章提出了机构运动的变换式进化设计方法。描述了功能语义蕴涵的运动变换约束和运动关系约束，实现了分层次的运动进化模型的建立，建立起功能运动约束与机构组合约束间的映射关系，将功能语义与运动功能综合求解的变换式进化过程相结合，实现对计算机辅助运动进化设计的支持。
第四章提出了产品装配的映射式进化设计方法。以更适合设计者表达习惯的语义形式来简洁地表示零件间的装配关系，给出了装配语义的约束规则集描述方法，将一定的装配关系由语义层映射转化为几何约束层，通过装配语义关联图建立起支持装配进化模型的多层次语义关联和基于语义的装配驱动，并给出了多层次语义关联和语义装配驱动的映射式进化算法。
第五章提出了零件结构的联动式进化设计方法。以联结单元定义实现结构联结约束抽象表达基础上，采用联结语义关联图给出面向进化设计的零件结构模型表示，提出了面向过程进化的联结单元运算操作方法，将进化运算和结构进化模型重构的联动式进化算法相结合，实现零件结构进化模型动态编辑。
第六章提出了配置产品进化重用的定制生产技术。给出了可重用语义单元的相似性分析，描述了语义单元相似性指标计算方法，研究了语义单元可重用规则的层次、分类和表达，提出了面向可重用的4种语义单元进化形式，将语义单元可重用规则与产品进化设计模型相结合，建立了配置产品进化重用的定制
摘要
生产过程模型和算法。
第七章介绍了以本文内容为核心的DDM进化设计系统和GEMC生产定制系
统的体系结构和功能模块，在工程实践中验证了产品进化设计与配置产品定制
生产理论和方法的正确性和可行性。
第八章总结了本文的主要研究内容和成果，并给出了今后的研究方向。
关键词:
进化设计，定制生产，语义，配置产品，设计过程，语义单元，进化演绎，
三位一体，变换式进化，映射式进化，联动式进化，进化重用
，11.
A new theory and method of product evolutionary design and customization production for configuration product is presented in this dissertation. The new theory and method is based on the study of evolving principle of innovative design for MC, which focuses on the innovation and reuse properties for configuration product, and integrates key technologies for motion evolutionary design, assembly evolutionary design, structure evolutionary design and evolutionary reuse of customization production. Furthermore, the new method was applied successfully on the modeling for some projects, and results showed the utility, flexibility and robust of the new technology.The main work of this dissertation is as follows:In chapter I, an overview of the current situation of Computer Aided Conceptual Design and existing design technology for configuration product is given. Then, the merits and deficiencies of existing design method for configuration product are discussed. After that, the main strategy and research background of the new theory for product evolutionary design and customization production for configuration product are introduced.In chapter II, the basic principle of semantic modelon evolution is given. Semantic modelon exists in the process of informational modeling for product evolutionary design, and is defined integrating three elements - Representation, Semantics and Abstract in this dissertation. The 'trinity' is realized because three elements combine all design semantics and conjunction information. Semantic modelon is the carrier of product semantics information and the basic modeling unit. Then by reusing and extending design concept to realize the combination of the semantic modelon denotation and design process. Based on that, a process model of evolutionary design for configuration product is put forward.In chapter III, transform-evolutionary design method for mechanism motion is proposed. First, the motion transform constraint and motion connection constraint carried by function semantics are described. Then, mapping relationship between functional constraint and mechanism combinational constraint is given. Based on that, motion hierarchical evolution model is built. This model combines function semantics and transform evolution process of motion function solving to support Computer Aided Motion Evolutionary Design.In chapter IV, mapping-evolutionary design method for product assembly is proposed. This method can express the assembly relationship more concisely and by the way more adaptable for designer's habits. Constrain rules for assembly semantics are given to map and translate the assembly relationship from semantics layer to
geometric constraint layer. At the same time, an assembly semantics relation graph is given to realize multi-hierarchical semantics relating and the assembly driving based on semantics which can support the assembly evolutionary model. Moreover, mapping-evolutionary algorithm for multi-hierarchical semantics relating and the assembly driving based on semantics is presented.In chapter V, linkage-evolutionary design method for parts structure is proposed. First, coupling modelon is defined to express structure coupling constraint abstractly. Based on that, a coupling semantics relation graph is given to show the parts structure model for evolutionary design. Then, an operation method for coupling semantics which focus on the process evolution is presented. This method integrates evolutionary operation and linkage-evolutionary algorithm for structure model rebuilding to realize the dynamically editing for parts structure evolutionary model.In chapter VI, customization production technology based on evolutionary reuse for configuration product is proposed. The similarity of reusable semantic modelon is analyzed, and the computing method for similarity index of semantic modelon is given. The hierarchy, classification and expression of reusable rules of semantic modelon are researched. Then, four types of semantic modelon evolution focusing on reuse are presented. Lastly, the process mode
引文
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