面向大批量定制的产品族进化理论与繁殖方法研究
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摘要
产品族设计是实现大批量定制的有效方法和关键技术。本文借鉴生物进化思想,系统阐述了产品族进化理论以及产品族繁殖方法,对产品族繁殖模型、产品族功能基因识别、产品族定向繁殖方法以及产品族繁殖快速报价等关键技术进行了深入研究,并将上述理论和方法应用于具体机械产品族的设计平台中。论文主要包括以下几个方面的工作:
阐述了产品族进化基本理论,提出了产品族定向繁殖的思想,论述了产品族进化基本原理、进化中心法则及产品族定向繁殖过程,探讨了产品族繁殖若干关键技术,形成了本论文的理论基础。
提出了产品族繁殖模型的概念,对繁殖模型构建、繁殖规则表达等进行了研究,给出了产品族繁殖模型建模方法,介绍了一种繁殖模型合理性评价方法,并结合具体机械产品对建模过程进行了说明。
建立了产品族功能基因识别的独立性准则,利用广义有向图对产品族功能基因识别准则进行了形式化描述,提出了基于广义有向图的产品族功能基因识别方法,给出了实现算法,并进行了有效性验证。
研究了基于实例推理的产品族定向繁殖方法,给出了产品族定向繁殖流程,基于模糊优选的相似实例匹配实现了产品的遗传,基于规则约束实现了产品的变异;探讨了产品族实例库的存储及其自适应性。
探讨了产品族定向繁殖快速报价策略,提出了基于实例库自主聚类及权重自学习的快速报价方法,包括快速报价形式化描述、参数权重优化模型、实例库自主聚类,实现了产品族定向繁殖快速报价算法。
最后,初步开发了起重机械产品族定向繁殖平台,主要包括起重机繁殖模型、起重机报价实例聚类、起重机定向繁殖等模块,验证了上述理论和方法的可行性和有效性。
Product Family Design is an effective approach and also is the key to facilitate Mass Customization (MC). This dissertation introduced an evolution theory and a propagation approach for product family by utilizing biological evolution theory. Several key techniques, such as propagation model, distinguish approach and planning process of product family genes, directive propagation method and propagation cost quick calculation, were investi-gated. Also, a support platform of product family directve evolution for crane was devel-oped. Detailed contents are described in the following paragraphes.
First, a basic evolution theory was presented including a directive propagation approach, an evolution principle, an evolution central dogma, and propagation procedure of product family. Several other key techniques were also discussed to carry out the evolution of prod-uct family.
Second, a concept of propagation model was defined, which provided some methods about setting up a propagaion model and establishing propagation rules between production family genes. In order to evaluate the rationalities of propagation model, an evolution ap-proach was also given based on Analytic Hierarch Process (AHP), and then, a case study was illustrated.
Third, an approach of functional geneidentifying was advanced based on a concept of generalized directed graph, which was defined. In a generalized directed graph, vectors are used to denote the edges, which are pairs of sub-function vertices connected by a relation-ship, and elements of the vectors indicate different types of flows on which sub-functions operate. Three rules about identifying functional genes were formalized based on the gener-alized directed graph. The arithmetic for identifying modules based on these formalized rules was also developed, and a computer-aided software tool was created to facilitate this process. Then, the proposed approach was verified using a function structure for crane.
Fourth, a directive propagation approach was presented based on Case-based Reasoning (CBR) and work flow of the propagation approach was also established. And then, gene in-heritance was realized through vague case matching and gene variation under restrict con-straints.
Fifth, strategy and method of rapid product propagation quoting were studied. The problem of product propagation quoting was formalized. Then, the strategy and algorithm of product propagation quoting were investigated. Weights of request-characteristic pa-rameters were determined through a self-studying model and self-clustering strategy of case library was also proposed. The proposed approach was demonstrated effective in an in-stance of crane quoting.
Finally, a support platform of product family directive propagation for crane was de-veloped and demonstrated the feasibility and the effectiveness of the evolution theory and propagation approach.
阐述了产品族进化基本理论,提出了产品族定向繁殖的思想,论述了产品族进化基本原理、进化中心法则及产品族定向繁殖过程,探讨了产品族繁殖若干关键技术,形成了本论文的理论基础。
提出了产品族繁殖模型的概念,对繁殖模型构建、繁殖规则表达等进行了研究,给出了产品族繁殖模型建模方法,介绍了一种繁殖模型合理性评价方法,并结合具体机械产品对建模过程进行了说明。
建立了产品族功能基因识别的独立性准则,利用广义有向图对产品族功能基因识别准则进行了形式化描述,提出了基于广义有向图的产品族功能基因识别方法,给出了实现算法,并进行了有效性验证。
研究了基于实例推理的产品族定向繁殖方法,给出了产品族定向繁殖流程,基于模糊优选的相似实例匹配实现了产品的遗传,基于规则约束实现了产品的变异;探讨了产品族实例库的存储及其自适应性。
探讨了产品族定向繁殖快速报价策略,提出了基于实例库自主聚类及权重自学习的快速报价方法,包括快速报价形式化描述、参数权重优化模型、实例库自主聚类,实现了产品族定向繁殖快速报价算法。
最后,初步开发了起重机械产品族定向繁殖平台,主要包括起重机繁殖模型、起重机报价实例聚类、起重机定向繁殖等模块,验证了上述理论和方法的可行性和有效性。
Product Family Design is an effective approach and also is the key to facilitate Mass Customization (MC). This dissertation introduced an evolution theory and a propagation approach for product family by utilizing biological evolution theory. Several key techniques, such as propagation model, distinguish approach and planning process of product family genes, directive propagation method and propagation cost quick calculation, were investi-gated. Also, a support platform of product family directve evolution for crane was devel-oped. Detailed contents are described in the following paragraphes.
First, a basic evolution theory was presented including a directive propagation approach, an evolution principle, an evolution central dogma, and propagation procedure of product family. Several other key techniques were also discussed to carry out the evolution of prod-uct family.
Second, a concept of propagation model was defined, which provided some methods about setting up a propagaion model and establishing propagation rules between production family genes. In order to evaluate the rationalities of propagation model, an evolution ap-proach was also given based on Analytic Hierarch Process (AHP), and then, a case study was illustrated.
Third, an approach of functional geneidentifying was advanced based on a concept of generalized directed graph, which was defined. In a generalized directed graph, vectors are used to denote the edges, which are pairs of sub-function vertices connected by a relation-ship, and elements of the vectors indicate different types of flows on which sub-functions operate. Three rules about identifying functional genes were formalized based on the gener-alized directed graph. The arithmetic for identifying modules based on these formalized rules was also developed, and a computer-aided software tool was created to facilitate this process. Then, the proposed approach was verified using a function structure for crane.
Fourth, a directive propagation approach was presented based on Case-based Reasoning (CBR) and work flow of the propagation approach was also established. And then, gene in-heritance was realized through vague case matching and gene variation under restrict con-straints.
Fifth, strategy and method of rapid product propagation quoting were studied. The problem of product propagation quoting was formalized. Then, the strategy and algorithm of product propagation quoting were investigated. Weights of request-characteristic pa-rameters were determined through a self-studying model and self-clustering strategy of case library was also proposed. The proposed approach was demonstrated effective in an in-stance of crane quoting.
Finally, a support platform of product family directive propagation for crane was de-veloped and demonstrated the feasibility and the effectiveness of the evolution theory and propagation approach.
引文
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