复杂机电产品模块化设计若干关键技术及应用研究
发布时间：2018-07-27 09:30
【摘要】：随着人们生活水平的提高、经济全球化和产品多样化的发展,客户需求呈现出多样化和个性化的特点,客户在低成本、高质量和个性化方面的要求已经成为当前制造业共同面临的严峻的挑战。模块化设计制造是迎接上述挑战的重要途径,基于合理的产品模块化体系,可以快速地组合成满足客户需求的个性化产品,同时又可以通过通用模块的批量生产和批量管理降低生产和管理成本。本文对复杂机电产品模块划分方法、模块相似性度量方法、模块化产品配置设计等模块化设计的关键技术进行了研究,并结合实际对某企业的轮式装载机进行了模块化设计的应用研究。具体研究内容包括： (1)提出了基于最小最大划分的复杂产品模块划分方法。首先给出最小最大划分的定义,然后根据零部件之间的各种关联关系进行复杂产品的初步划分并计算出其最小最大划分。根据最大划分的子集将复杂产品的零部件进行分组并在各组内以最小划分的子集为计算单元进行模糊聚类分析,根据模块聚合度确定阂值而得到复杂产品的模块划分结果。该方法具有计算量小、最优的阈值和合理的权因子等优点。最后以轮式装载机的工作装置模块化设计为例来说明该方法的合理性和有效性。 (2)研究了基于BOM(产品物料清单)和最优模块化度的模块划分方法。首先基于复杂产品的BOM形成以零部件为结点的产品结构树(PST),然后通过分析同一结点内零部件的几何、功能和物理相关性等得到关联矩阵(CM)并生成关联图(CG),根据关联图计算在不同划分情况时的模块化度(DM),在结构树范围内通过选择最优的模块化度的最小值和平均值确定模块的划分。最后以轮式装载机的工作装置模块化设计为例说明了该方法的合理性和有效性。 (3)研究了轮式装载机进行模块划分的预处理要求及其进行模块划分的独特原则,并从多个层次应用本文相关模块划分方法对轮式装载机进行模块划分,将产品划分为17个一级模块和77个二级模块。 (4)研究了机电产品模块的结构相似性和参数相似性,并提出了模块结构相似性和参数相似性的度量方法和基于结构相似性的模块唯一性的判别方法。提出了模块装配类型编码方法和网络模型建模方法,并以典型模块为例建立其加权的网络模型。重点研究了比较交叉法,并给出了装配关系相似度度量及匹配方法。基于装配关系的相似度和匹配提出了加强网络的匹配和相似性度量方法,并将其应用于模块唯一性的判别。 (5)研究了模块的参数相似性度量方法及模块重用度优化方法。针对模块重用度不高,冗余实例过多的问题提出了一种模块库的聚类分析方法。首先给出了模块库、模块重用度、模块实例相似度、冗余矩阵和聚类中心等模块库的相关定义,并通过模块库相似度的计算构造相似度矩阵,然后对模块库进行聚类分析来消除冗余的模块实例,从而提高模块的重用度。最后以轮式装载机的铲斗模块库设计为例来说明该方法的合理性和有效性,在满足聚合要求的前提下,消除冗余模块12个,提高模块的重用率44.4%。 (6)根据模块化产品的特点提出了模块化产品多层次配置方法。首先将客户需求分为约束性需求和选择性需求两大类,然后提出基于客户需求分析从核心平台和定制模块等多个层次进行模块化产品的配置设计。重点研究了模块化产品核心平台的设计和配置方法、定制模块的配置方法。并以轮式装载机为例进行了模块化产品多层次配置的应用验证。 (7)研究了复杂机电产品模块化的系统设计方法,主要包括模块化准备、模块化规划、模块化过程和模块配置设计四个阶段。并对产品模块化准备工作、模块化规则、模块结构和接口设计方法、基于模块化的产品创新设计方法进行了论述,并分析了四种基于模块化的产品创新方法。 (8)研究了机电产品的模块和模块库设计方法,提出从模块结构和模块接口两个方面进行机电产品模块的设计,提出机电产品模块库的构建包括模块模型库建模和模块数据库建模,并对模块和模块库的设计过程和设计方法进行了研究。以轮式装载机的产品模块为例,对模块结构设计、模块变型设计方法和模块接口设计进行了分析。 (9)开发了面向轮式装载机的机电产品模块化设计平台,对相关研究成果进行了应用验证,完成了轮式装载机模块化设计的工程背景分析、机电产品模块化设计平台的总体设计以及相关组成系统设计。平台具备对产品及其零部件和模块进行编码管理、模块管理、需求管理等功能,同时基于轮式装载机的多层次配置方法实现了轮式装载机快速配置设计。 通过本论文研究,解决了复杂机电产品模块化设计中模块划分、模块相似性度量及应用、模块化产品配置等关键技术,主要成果有：提出了适合于复杂机电产品的模块划分方法,具有计算量小和模块划分结果更加客观、合理等特点；提出了模块相似性及其度量方法并应用于模块重复性判别和模块重用度优化；提出了模块化产品核心平台的定义和模块化产品的多层次配置方法,能有效提高产品的配置效率；并将研究成果成功应用于轮式装载机的模块化设计。
[Abstract]:With the improvement of people's living standards, economic globalization and the development of product diversification, customer needs are characterized by diversification and individualization. The requirements of customers in low cost, high quality and individualization have become a severe challenge in the current manufacturing industry. Modular design and manufacture is an important way to meet the challenges above. Based on a reasonable product modularization system, it can be quickly combined into personalized products to meet customer needs. At the same time, the production and management costs can be reduced by mass production and batch management of general modules. This paper is a model of complex electromechanical product module division, modular similarity measurement, modular product configuration design and so on. The key technology of the block design is studied, and the application of the modular design of the wheel loader in a certain enterprise is studied.
(1) the partition method of complex product module based on minimum maximum partition is proposed. Firstly, the definition of minimum and maximum partition is given, and then the preliminary division of complex products is carried out according to the relationship between components and the minimum maximum partition is calculated. In each group, the fuzzy clustering analysis is carried out with the minimum subsets of the subsets, and the module division results of complex products are obtained according to the module degree of polymerization. The method has the advantages of small calculation, optimal threshold and reasonable weight factor. Finally, the modular design of the working device of the wheel loader is taken as an example to illustrate this party. The rationality and validity of the law.
(2) the module division method based on the BOM (product bill of material list) and the optimal modularity degree is studied. First, the product structure tree (PST) is formed based on the BOM of the complex product, and then the correlation matrix (CM) is obtained by analyzing the geometry, function and physical correlation of the components in the same node, and the correlation graph (CG) is generated. The modularization degree (DM) of the combined graph is calculated in different division conditions. The module is determined by selecting the minimum and average value of the optimal modularity in the structure tree. Finally, the rationality and effectiveness of the method is illustrated by the modular design of the working device of the wheel loader.
(3) the requirements of the module division of the wheel loader and the unique principle of module division are studied, and the module division of the wheel loader is divided into 17 first class modules and 77 two level blocks.
(4) the structural similarity and parameter similarity of the electromechanical product module are studied, and the measure method of the similarity of the module structure and the similarity of the parameters and the discriminant method of the uniqueness of the module based on the structure similarity are put forward. The coding method of the module assembly type and the modeling method of the network model are put forward, and the weight of the typical module is set up as an example. The method of similarity measure and matching of assembly relations is given. Based on the similarity and matching of assembly relations, a method of strengthening the matching and similarity measure of the network is proposed, and it is applied to the discrimination of the uniqueness of the module.
(5) the method of parameter similarity measurement and module reusability optimization is studied. A clustering analysis method for module library is proposed to solve the problem of module reuse and redundant instances. First, the definition of module library, module reuse, module instance similarity, redundancy matrix and cluster center are defined. The similarity matrix is constructed by the calculation of the similarity of the module library, and then the module library is analyzed to eliminate the redundant module instance, thus improving the reusability of the module. Finally, the design of the bucket module library of the wheel loader is taken as an example to illustrate the rationality and effectiveness of the method, and to eliminate the redundancy under the premise of meeting the requirements of polymerization. Module 12, improve the reuse rate of module 44.4%.
(6) based on the characteristics of modular products, the multi-layer configuration method of modular products is proposed. First, customer needs are divided into two categories: constrained demand and selective demand. Then, based on customer requirement analysis, the configuration design of modular products is carried out from the core platform and customization module. The modular product is focused on. The core platform design and configuration method, the customization module configuration method, and the wheel loader as an example, the modular product multi-level configuration application validation.
(7) the system design method for modularization of complex mechanical and electrical products is studied, including modularization preparation, modular planning, modular process and module configuration design in four stages. The preparation, modularization, module structure and interface design method of product modularization are discussed, and the modular product innovation design method is discussed, and the method of product innovation design is discussed. Four methods of product innovation based on modularization are analyzed.
(8) the design method of module and module library of mechanical and electrical products is studied, and the design of mechanical and electrical product module is carried out from two aspects of module structure and module interface. The construction of module library of mechanical and electrical products includes model library modeling and module database modeling, and the design process and design method of module and module library are also studied. Taking the product module of wheel loader as an example, the module structure design, module variant design method and module interface design are analyzed.
(9) the modular design platform of mechanical and electrical products facing wheel loader is developed, and the related research results are verified. The engineering background analysis of the modular design of wheel loader, the overall design of the modular design platform of mechanical and electrical products and the related composition design are completed. The platform has the product and its components and modules. The functions of coding management, module management and demand management are implemented. At the same time, the rapid configuration design of wheel loaders is realized based on the multi-level configuration method of wheel loaders.
Through the study of this paper, the key technologies such as module division, module similarity measurement and application and modular product configuration are solved in the modular design of complex mechanical and electrical products. The main achievements are as follows: a module division method suitable for complex electromechanical products is proposed, which has the characteristics of small calculation and more objective and reasonable module division results. The module similarity and its measurement method are applied to module repeatability discrimination and module reusability optimization. The definition of modular product core platform and the multi-layer configuration method of modular products are proposed, which can effectively improve the efficiency of the product configuration, and the success of the research results should be applied to the modular design of wheel loader.
【学位授予单位】：西安电子科技大学
【学位级别】：博士
【学位授予年份】：2013
【分类号】：TH122
[Abstract]:With the improvement of people's living standards, economic globalization and the development of product diversification, customer needs are characterized by diversification and individualization. The requirements of customers in low cost, high quality and individualization have become a severe challenge in the current manufacturing industry. Modular design and manufacture is an important way to meet the challenges above. Based on a reasonable product modularization system, it can be quickly combined into personalized products to meet customer needs. At the same time, the production and management costs can be reduced by mass production and batch management of general modules. This paper is a model of complex electromechanical product module division, modular similarity measurement, modular product configuration design and so on. The key technology of the block design is studied, and the application of the modular design of the wheel loader in a certain enterprise is studied.
(1) the partition method of complex product module based on minimum maximum partition is proposed. Firstly, the definition of minimum and maximum partition is given, and then the preliminary division of complex products is carried out according to the relationship between components and the minimum maximum partition is calculated. In each group, the fuzzy clustering analysis is carried out with the minimum subsets of the subsets, and the module division results of complex products are obtained according to the module degree of polymerization. The method has the advantages of small calculation, optimal threshold and reasonable weight factor. Finally, the modular design of the working device of the wheel loader is taken as an example to illustrate this party. The rationality and validity of the law.
(2) the module division method based on the BOM (product bill of material list) and the optimal modularity degree is studied. First, the product structure tree (PST) is formed based on the BOM of the complex product, and then the correlation matrix (CM) is obtained by analyzing the geometry, function and physical correlation of the components in the same node, and the correlation graph (CG) is generated. The modularization degree (DM) of the combined graph is calculated in different division conditions. The module is determined by selecting the minimum and average value of the optimal modularity in the structure tree. Finally, the rationality and effectiveness of the method is illustrated by the modular design of the working device of the wheel loader.
(3) the requirements of the module division of the wheel loader and the unique principle of module division are studied, and the module division of the wheel loader is divided into 17 first class modules and 77 two level blocks.
(4) the structural similarity and parameter similarity of the electromechanical product module are studied, and the measure method of the similarity of the module structure and the similarity of the parameters and the discriminant method of the uniqueness of the module based on the structure similarity are put forward. The coding method of the module assembly type and the modeling method of the network model are put forward, and the weight of the typical module is set up as an example. The method of similarity measure and matching of assembly relations is given. Based on the similarity and matching of assembly relations, a method of strengthening the matching and similarity measure of the network is proposed, and it is applied to the discrimination of the uniqueness of the module.
(5) the method of parameter similarity measurement and module reusability optimization is studied. A clustering analysis method for module library is proposed to solve the problem of module reuse and redundant instances. First, the definition of module library, module reuse, module instance similarity, redundancy matrix and cluster center are defined. The similarity matrix is constructed by the calculation of the similarity of the module library, and then the module library is analyzed to eliminate the redundant module instance, thus improving the reusability of the module. Finally, the design of the bucket module library of the wheel loader is taken as an example to illustrate the rationality and effectiveness of the method, and to eliminate the redundancy under the premise of meeting the requirements of polymerization. Module 12, improve the reuse rate of module 44.4%.
(6) based on the characteristics of modular products, the multi-layer configuration method of modular products is proposed. First, customer needs are divided into two categories: constrained demand and selective demand. Then, based on customer requirement analysis, the configuration design of modular products is carried out from the core platform and customization module. The modular product is focused on. The core platform design and configuration method, the customization module configuration method, and the wheel loader as an example, the modular product multi-level configuration application validation.
(7) the system design method for modularization of complex mechanical and electrical products is studied, including modularization preparation, modular planning, modular process and module configuration design in four stages. The preparation, modularization, module structure and interface design method of product modularization are discussed, and the modular product innovation design method is discussed, and the method of product innovation design is discussed. Four methods of product innovation based on modularization are analyzed.
(8) the design method of module and module library of mechanical and electrical products is studied, and the design of mechanical and electrical product module is carried out from two aspects of module structure and module interface. The construction of module library of mechanical and electrical products includes model library modeling and module database modeling, and the design process and design method of module and module library are also studied. Taking the product module of wheel loader as an example, the module structure design, module variant design method and module interface design are analyzed.
(9) the modular design platform of mechanical and electrical products facing wheel loader is developed, and the related research results are verified. The engineering background analysis of the modular design of wheel loader, the overall design of the modular design platform of mechanical and electrical products and the related composition design are completed. The platform has the product and its components and modules. The functions of coding management, module management and demand management are implemented. At the same time, the rapid configuration design of wheel loaders is realized based on the multi-level configuration method of wheel loaders.
Through the study of this paper, the key technologies such as module division, module similarity measurement and application and modular product configuration are solved in the modular design of complex mechanical and electrical products. The main achievements are as follows: a module division method suitable for complex electromechanical products is proposed, which has the characteristics of small calculation and more objective and reasonable module division results. The module similarity and its measurement method are applied to module repeatability discrimination and module reusability optimization. The definition of modular product core platform and the multi-layer configuration method of modular products are proposed, which can effectively improve the efficiency of the product configuration, and the success of the research results should be applied to the modular design of wheel loader.
【学位授予单位】：西安电子科技大学
【学位级别】：博士
【学位授予年份】：2013
【分类号】：TH122
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