基于个性化定制的产品配置优化技术研究及其在空分设备中的应用
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摘要
个性化定制的产品配置是实现产品大批量定制生产的核心内容,对其理论和实现方法的研究具有重要的现实意义。本文结合企业项目需求,研究了面向个性化定制的产品配置技术。建立了分析个性化客户需求的模型,规划了个性化定制的产品配置,提出了产品配置的优化方法,并将本文的理论和方法应用到实际空分设备设计过程中,取得了良好的效果。
全文主要内容包括:
第1章介绍了面向定制的产品配置的内涵、研究现状和主要内容,分析了现有产品配置设计存在的问题,给出了全文的研究内容和组织框架。
第2章阐述了个性化定制的客户需求模型的构建及其向产品功构模型映射的机制。通过一种结合联合分析和聚类分析的客户需求分析模型对从不同渠道获取的个性化定制需求信息进行分析归类,并将细化的信息引入个性化客户需求模型中;然后结合构建的客户需求与功能需求相关度矩阵以及产品功能需求与结构的映射等矩阵,确定客户需求权重,实现个性化定制需求向产品功构模型的映射。
第3章提出了基于个性化定制的产品配置规划。在遵从个性化配置建模原则的前提下,以产品功能模型和结构模型为基础,建立了个性化产品配置模型的框架,并论述了其在平台的选用、数据库设计、配置流程设计三个方面的具体实现。
第4章研究了基于模糊理论的多目标配置优化技术。根据客户定制产品的性能需求与产品构件实例关系,提出优化目标函数,结合由产品的配置成本及个性化需求等特点建立的约束函数,构建了个性化定制产品的优化数学模型,并采用对交叉算子和精英选择策略提出改进的NSGA-Ⅱ算法进行优化求解;再以模糊理论为评价选优准则,确定出最佳配置产品。
第5章结合工程项目实施,开发了以大型空分设备为应用对象的面向个性化定制的产品配置系统,并且该系统在企业得到成功运行与应用,有力地验证了本文所提出的理论和方法的可行性及实用性。
第6章对全文的主要研究内容和创新点进行了总结,并展望了今后相关领域工作的努力方向。
Product configuration based on personal customization is considered as the core content to achieve mass customization, therefore, studying of product configuration theory and its implenment method has important practical significance. First of all, combining with the enterprise project demands, the requirements-oriented product configuration technique is investigated, and a model to analyze individual requirements is proposed too. Subsequently, personalized product configuration plans are carried on, and product configuration optimization methods are put forward. Finally, the optimization method and technique presented in this dissertation is applied to an air compressor, and it shows that the method and technique possess considerable feasibility and validity.
Chapter 1 introduces the concept and connotation of the customized product configuration, and it also provides an overview of research status related to product configuration. Then the shortages of current product configuration design are analyzed. In the end the research content and the frame of the dissertation are presented.
In chapter 2, the customization model based on customer needs is described, and its mapping mechanism to the product structure model is given out too. Customization orders obtained from different sources are analyzed and classified by using a new analytical combined model, in which product attributes, conjoint analysis and cluster analysis are integrated, then the detailed information are introduced into the personalized customer demands modeling. Considering of matrixes, such as the similarity matrix between customer demands and functional demands, the mapping matrix between functional demands and product structure, and so on, the weighting coefficients of customer requirements are determined. Accordingly, rules of correspondence between customization needs and the product functional-structure model have been established.
In chapter 3, the product configuration planning founded on customization has been put forward. In compliance with the principles of personalized configuration modeling, the framework of personalized product configuration model is established grounded on the product function model and the structural model. Finally, particular discussion about the platform selection, database design and configuration process design has been carried out.
Chapter 4 studies the multi-objective optimum techniques based on fuzzy method. Firstly, the optimal objective function is presented by analyzing the relationship between the performance requirements and cases of parts and assemblies. Secondly, the constraint functions are established by thinking over some factors, such as the product price, the customs' demands, and so on. Then the optimization mathematical model of individual customization product has been presented. To solve the optimization mathematical model, the nondominated sorting genetic algorithm is adopted, in which the cross-operators and elitist selection strategy are modified. Lastly, the best configuration is proposed by using the fuzzy set theory as a selection criterion.
In chapter 5, selecting the air compressor as the application object, a customization product configuration system is developed. What's more, this product configuration system has been applied in an enterprise successfully. What's more, it reveals that the theory and methods mentioned above possess both feasibility and practicability.
Chapter 6 summarizes the main research content and advancement of the study, and some prospects for future reaearch work have been presented too.
全文主要内容包括:
第1章介绍了面向定制的产品配置的内涵、研究现状和主要内容,分析了现有产品配置设计存在的问题,给出了全文的研究内容和组织框架。
第2章阐述了个性化定制的客户需求模型的构建及其向产品功构模型映射的机制。通过一种结合联合分析和聚类分析的客户需求分析模型对从不同渠道获取的个性化定制需求信息进行分析归类,并将细化的信息引入个性化客户需求模型中;然后结合构建的客户需求与功能需求相关度矩阵以及产品功能需求与结构的映射等矩阵,确定客户需求权重,实现个性化定制需求向产品功构模型的映射。
第3章提出了基于个性化定制的产品配置规划。在遵从个性化配置建模原则的前提下,以产品功能模型和结构模型为基础,建立了个性化产品配置模型的框架,并论述了其在平台的选用、数据库设计、配置流程设计三个方面的具体实现。
第4章研究了基于模糊理论的多目标配置优化技术。根据客户定制产品的性能需求与产品构件实例关系,提出优化目标函数,结合由产品的配置成本及个性化需求等特点建立的约束函数,构建了个性化定制产品的优化数学模型,并采用对交叉算子和精英选择策略提出改进的NSGA-Ⅱ算法进行优化求解;再以模糊理论为评价选优准则,确定出最佳配置产品。
第5章结合工程项目实施,开发了以大型空分设备为应用对象的面向个性化定制的产品配置系统,并且该系统在企业得到成功运行与应用,有力地验证了本文所提出的理论和方法的可行性及实用性。
第6章对全文的主要研究内容和创新点进行了总结,并展望了今后相关领域工作的努力方向。
Product configuration based on personal customization is considered as the core content to achieve mass customization, therefore, studying of product configuration theory and its implenment method has important practical significance. First of all, combining with the enterprise project demands, the requirements-oriented product configuration technique is investigated, and a model to analyze individual requirements is proposed too. Subsequently, personalized product configuration plans are carried on, and product configuration optimization methods are put forward. Finally, the optimization method and technique presented in this dissertation is applied to an air compressor, and it shows that the method and technique possess considerable feasibility and validity.
Chapter 1 introduces the concept and connotation of the customized product configuration, and it also provides an overview of research status related to product configuration. Then the shortages of current product configuration design are analyzed. In the end the research content and the frame of the dissertation are presented.
In chapter 2, the customization model based on customer needs is described, and its mapping mechanism to the product structure model is given out too. Customization orders obtained from different sources are analyzed and classified by using a new analytical combined model, in which product attributes, conjoint analysis and cluster analysis are integrated, then the detailed information are introduced into the personalized customer demands modeling. Considering of matrixes, such as the similarity matrix between customer demands and functional demands, the mapping matrix between functional demands and product structure, and so on, the weighting coefficients of customer requirements are determined. Accordingly, rules of correspondence between customization needs and the product functional-structure model have been established.
In chapter 3, the product configuration planning founded on customization has been put forward. In compliance with the principles of personalized configuration modeling, the framework of personalized product configuration model is established grounded on the product function model and the structural model. Finally, particular discussion about the platform selection, database design and configuration process design has been carried out.
Chapter 4 studies the multi-objective optimum techniques based on fuzzy method. Firstly, the optimal objective function is presented by analyzing the relationship between the performance requirements and cases of parts and assemblies. Secondly, the constraint functions are established by thinking over some factors, such as the product price, the customs' demands, and so on. Then the optimization mathematical model of individual customization product has been presented. To solve the optimization mathematical model, the nondominated sorting genetic algorithm is adopted, in which the cross-operators and elitist selection strategy are modified. Lastly, the best configuration is proposed by using the fuzzy set theory as a selection criterion.
In chapter 5, selecting the air compressor as the application object, a customization product configuration system is developed. What's more, this product configuration system has been applied in an enterprise successfully. What's more, it reveals that the theory and methods mentioned above possess both feasibility and practicability.
Chapter 6 summarizes the main research content and advancement of the study, and some prospects for future reaearch work have been presented too.
引文
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