产品信息符号建模理论、方法及其应用研究
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摘要
产品信息建模是产品设计活动的基础。本文根据设计信息和设计过程的特
点,在单元化建模的基础上系统地提出了产品信息的符号建模原理与方法,深
入研究了基于符号模型的产品概念方案建模、产品装配关系建模和零件详细结
构建模等关键技术,开发了符号建模原型系统,实现了符号建模理论和方法在
设计实践中的应用。
论文的主要工作包括:
第一章综述了产品信息单元化建模技术的研究现状,分析了产品信息建模研
究中存在的问题,阐述了论文的研究背景和研究内容。
第二章提出了基于符号的产品信息建模基本原理和方法。分析了产品设计的
单元化特点,在此基础上定义了设计对象符号的概念来描述设计对象及其相关
信息,研究了设计对象符号的内容、形式、特性及其分类、编码和建库,论述
了符号模型的结构和模型构造、变动以及重构方法,探讨了基于符号模型的产
品设计过程。符号建模以设计对象符号作为产品信息的载体和建模基本元素,
实现了信息的形式化、抽象化和集成化描述,通过符号模型的演变表达了产品
的设计过程,为产品开发提供了一种新的理论和方法。
第三章提出了基于符号功构特征的产品概念方案模型。采用符号集成描述了
设计对象的功能和结构信息及其内在关联,建立了功能分解符号模型和结构方
案符号模型。根据概念设计过程的三个层次,对设计对象进行基于功能特征的
离散化处理,通过功能—结构映射实现结构求解,再进行结构组合处理,最终
得到满足功能要求的结构方案。将符号建模原理应用于产品概念设计,脱离了
几何表达的束缚,满足了概念方案建模的创新性和抽象性要求。
第四章提出了基于符号关联约束的产品装配关系模型。定义了配合面和配合
偶的概念,采用装配约束和配合约束分别描述体层次和面层次的装配关系,建
立了装配约束符号网络模型和配合约束扩展符号网络模型以及两种模型之间的
关联关系,研究了装配模型动态构造、约束信息动态加载、零件定位求解、装
配约束细化和模型重构技术。基于符号关联的装配模型形式化地描述了装配约
束关系和装配设计过程,有利于实现产品结构的快速重构。
第五章提出了基于单元符号的零件结构模型。定义了单元符号的概念,描述
了单元符号的内、外结构特征及其相互间的映射关系,建立了基于单元符号结
构关联约束的零件模型,研究了动态结构建模流程,实现了基于关联约束的结
构变动设计和参数变动设计。以单元符号作为结构信息的载体,提高了信息的
描述层次,方便了结构模型的构造和变动,为提高结构设计的效率提供了有效
Product information modeling is the foundation of product design activity. According to the characteristics of product design information and design process, this dissertation presents the principle and method of product information symbol modeling on the basis of unit modeling, investigates the key technology of product conceptual scheme modeling, assembly relationship modeling and detailed structure modeling based on symbol model, and a symbol modeling prototype system is developed.The main work of the dissertation is as follows:Chapter one reviews the current research situation of product information unit modeling, analyses the existing problems, and addresses the significance and contents of the dissertation.Chapter two presents the basic principle and method of product information modeling based on symbol. With the analyses of the unit characteristics of product design, the symbol is defined to describe the design object and relevant information, and its content, form, characteristic, classification, coding and database are studied. The structure of symbol model and its construction, variation and reconstruction are discussed, and the product design process based on symbol model is marked out. Taking the symbol as the product information carriers and basic elements, the symbol modeling realizes the information description with formalization, abstraction and integration, expresses the product design process with symbol model evolution, and offers the new theory and method for product development.Chapter three presents the product concept scheme model based on the function and structure characteristics of symbol. The internal relationship between function information and structure information of the design objects is established with the symbol integration, the function resolution symbol model and the structure scheme symbol model are presented. The conceptual design process can be divided into three levels for dispersing the design object according to function resolution, thus the structure scheme can be obtained to meet the function requirement with the function-structure mapping. On applying symbol modeling principle to product conceptual design, the limit of geometry expression is avoided, and the innovation and abstract requirement of product concept modeling is fulfilled.Chapter four presents the product assembly relationship model based on the symbol correlation. The concepts of mating face and mating couple are defined, and the assembly relationship of solid level and face level is described with assembly constraint and mating constraint respectively. The assembly constraint symbol network model and the mating constraint expanded symbol network model are established. The dynamic construction of assembly model, dynamic loading of constraint information, part localization solving, the refinement and variation of assembly constraint, and the model reconstruction are also studied. The assembly model based on symbol correlation describes the assembly constraint and design process in formalization, and facilitates the product structure reconstruction.
Chapter five presents the part structure model based on the unit symbol. The conception of unit symbol is defined; its internal and external structure feature and the correlation between them are also described. The part model based on the structure correlation constraints of unit symbol is established, the dynamic modeling process is studied, and the structure variation design and parameter variation design are implemented. As the structure information carrier, the unit symbol improves the description level of structure information, facilitates the construction and variation of product structure model, and offers an effective method for enhancing the efficiency of part structure design.Chapter six studies the recognition technology for product information in engineering drawings. The cell is presented as the basic unit to describe the technology information form, and the correlation constraint between cells and between forms is analyzed. The standard form is established for recognizing and writing the form information to database through matching method, and the database provides data support for product symbol modeling.Chapter seven introduces the product design prototype system based on the symbol modeling technology, lists the architecture and main components, and demonstrates the applying of symbol modeling technology in product design with some examples.Chapter eight summarizes the research work in the dissertation, and suggests the further research direction.
点,在单元化建模的基础上系统地提出了产品信息的符号建模原理与方法,深
入研究了基于符号模型的产品概念方案建模、产品装配关系建模和零件详细结
构建模等关键技术,开发了符号建模原型系统,实现了符号建模理论和方法在
设计实践中的应用。
论文的主要工作包括:
第一章综述了产品信息单元化建模技术的研究现状,分析了产品信息建模研
究中存在的问题,阐述了论文的研究背景和研究内容。
第二章提出了基于符号的产品信息建模基本原理和方法。分析了产品设计的
单元化特点,在此基础上定义了设计对象符号的概念来描述设计对象及其相关
信息,研究了设计对象符号的内容、形式、特性及其分类、编码和建库,论述
了符号模型的结构和模型构造、变动以及重构方法,探讨了基于符号模型的产
品设计过程。符号建模以设计对象符号作为产品信息的载体和建模基本元素,
实现了信息的形式化、抽象化和集成化描述,通过符号模型的演变表达了产品
的设计过程,为产品开发提供了一种新的理论和方法。
第三章提出了基于符号功构特征的产品概念方案模型。采用符号集成描述了
设计对象的功能和结构信息及其内在关联,建立了功能分解符号模型和结构方
案符号模型。根据概念设计过程的三个层次,对设计对象进行基于功能特征的
离散化处理,通过功能—结构映射实现结构求解,再进行结构组合处理,最终
得到满足功能要求的结构方案。将符号建模原理应用于产品概念设计,脱离了
几何表达的束缚,满足了概念方案建模的创新性和抽象性要求。
第四章提出了基于符号关联约束的产品装配关系模型。定义了配合面和配合
偶的概念,采用装配约束和配合约束分别描述体层次和面层次的装配关系,建
立了装配约束符号网络模型和配合约束扩展符号网络模型以及两种模型之间的
关联关系,研究了装配模型动态构造、约束信息动态加载、零件定位求解、装
配约束细化和模型重构技术。基于符号关联的装配模型形式化地描述了装配约
束关系和装配设计过程,有利于实现产品结构的快速重构。
第五章提出了基于单元符号的零件结构模型。定义了单元符号的概念,描述
了单元符号的内、外结构特征及其相互间的映射关系,建立了基于单元符号结
构关联约束的零件模型,研究了动态结构建模流程,实现了基于关联约束的结
构变动设计和参数变动设计。以单元符号作为结构信息的载体,提高了信息的
描述层次,方便了结构模型的构造和变动,为提高结构设计的效率提供了有效
Product information modeling is the foundation of product design activity. According to the characteristics of product design information and design process, this dissertation presents the principle and method of product information symbol modeling on the basis of unit modeling, investigates the key technology of product conceptual scheme modeling, assembly relationship modeling and detailed structure modeling based on symbol model, and a symbol modeling prototype system is developed.The main work of the dissertation is as follows:Chapter one reviews the current research situation of product information unit modeling, analyses the existing problems, and addresses the significance and contents of the dissertation.Chapter two presents the basic principle and method of product information modeling based on symbol. With the analyses of the unit characteristics of product design, the symbol is defined to describe the design object and relevant information, and its content, form, characteristic, classification, coding and database are studied. The structure of symbol model and its construction, variation and reconstruction are discussed, and the product design process based on symbol model is marked out. Taking the symbol as the product information carriers and basic elements, the symbol modeling realizes the information description with formalization, abstraction and integration, expresses the product design process with symbol model evolution, and offers the new theory and method for product development.Chapter three presents the product concept scheme model based on the function and structure characteristics of symbol. The internal relationship between function information and structure information of the design objects is established with the symbol integration, the function resolution symbol model and the structure scheme symbol model are presented. The conceptual design process can be divided into three levels for dispersing the design object according to function resolution, thus the structure scheme can be obtained to meet the function requirement with the function-structure mapping. On applying symbol modeling principle to product conceptual design, the limit of geometry expression is avoided, and the innovation and abstract requirement of product concept modeling is fulfilled.Chapter four presents the product assembly relationship model based on the symbol correlation. The concepts of mating face and mating couple are defined, and the assembly relationship of solid level and face level is described with assembly constraint and mating constraint respectively. The assembly constraint symbol network model and the mating constraint expanded symbol network model are established. The dynamic construction of assembly model, dynamic loading of constraint information, part localization solving, the refinement and variation of assembly constraint, and the model reconstruction are also studied. The assembly model based on symbol correlation describes the assembly constraint and design process in formalization, and facilitates the product structure reconstruction.
Chapter five presents the part structure model based on the unit symbol. The conception of unit symbol is defined; its internal and external structure feature and the correlation between them are also described. The part model based on the structure correlation constraints of unit symbol is established, the dynamic modeling process is studied, and the structure variation design and parameter variation design are implemented. As the structure information carrier, the unit symbol improves the description level of structure information, facilitates the construction and variation of product structure model, and offers an effective method for enhancing the efficiency of part structure design.Chapter six studies the recognition technology for product information in engineering drawings. The cell is presented as the basic unit to describe the technology information form, and the correlation constraint between cells and between forms is analyzed. The standard form is established for recognizing and writing the form information to database through matching method, and the database provides data support for product symbol modeling.Chapter seven introduces the product design prototype system based on the symbol modeling technology, lists the architecture and main components, and demonstrates the applying of symbol modeling technology in product design with some examples.Chapter eight summarizes the research work in the dissertation, and suggests the further research direction.
引文
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