驱动技术系统进化的概念设计过程及关键技术研究
发布时间：2019-05-24 08:17
【摘要】：近年来，TRIZ理论在概念设计问题求解的应用方法研究成为热点，主要缘于TRIZ理论的抽象性和丰富性。丰富性使得TRIZ理论适合处理设计中遇到的多样的、复杂的设计问题，抽象性有助于激发设计者的创新思想。然而，抽象性和丰富性也给TRIZ理论的学习和应用带来了困难，即设计者如何选择TRIZ理论的工具、如何将抽象的TRIZ理论知识转化为具体设计问题的解。针对这一问题，本文研究概念设计求解过程，以功能求解、解的诊断、改良为主线，通过设计中遇到的问题引导TRIZ理论多种工具的集成应用，形成面向技术系统进化的概念设计求解过程模型，并研究其实现的支持技术。 本文主要研究内容包括六个方面： 1.研究驱动技术系统进化的概念设计求解过程。以提高技术系统理想度为目标，总结影响技术系统进化的关键因素，将进化问题归类问功能求解和技术系统与环境关系改良问题，抽象出技术系统进化的驱动知识，对可供性概念进行扩展，将其用于驱动知识的描述，形成功能、行为、结构、可供性四种驱动知识，提出以驱动知识集成TRIZ理论多种求解工具的目标；针对TRIZ理论知识抽象这一特征，研究通过驱动知识之间的映射关系实现抽象知识向具体知识转化的的支持技术，通过对情景设计过程中创新驱动力的来源进行分析，提出以FBS-A (Function Behaviour Structure Affordance)知识表示法来支持情景设计的未预见发现过程。在此工作的基础上，提炼出能够集成应用TRIZ理论知识库和求解工具的概念设计求解过程U-FES (Unexpected Discovery FunctionEffect’s Example Structure)过程模型。 2.研究以U-FES过程为基础的功能问题求解实现技术。讨论了模型中设计任务抽象、功能分解、映射过程的具体实现技术。采用动名词+流的形式来支持U-FES模型上述操作过程中的功能表达；对TRIZ理论功能效应目录的结构进行扩展，以TRIZ理论功能词汇为基础建立了功能语义本体结构，使其满足功能求解过程中功能语义的一致理解的要求，并建立效应库和效应实例库结构，来支持功能到效应实例的映射关系。在此基础上讨论了功能至效应实例映射的实现技术。 3.研究情景类比方法来支持功能元求解和功能元解的诊断。针对来自于不同专业领域的效应实例与目标设计不存在明显相似，以至于给类比带来困难这一问题，提出采用情景FBS (Situated Function Behaviour Structure)模型支持的未预见发现UXD(UnexpectedDiscovery)驱动的创新过程，利用未预见发现的认知特点来支持抽象的效应实例向具体专业领域的功能元解转化。建立可供性表示法，提出以可供性表示为基础的UXD驱动创新的情景类比方法，通过这一情景类比方法，在设计的早期对效应实例分析发现目标设计中存在的、需要改良的问题。 4.研究技术系统总体理想度提高的方法。针对由功能元解组合而成的技术系统设计方案的理想度提高问题，研究基于可供性表示的理想度定义方法，通过可供性分析来发现对技术系统理想度提高阻碍较大的因素，从而将技术系统与环境关系与技术系统进化目标结合起来，，为技术系统进化目标的确定提供依据。 5.研究技术系统中存在多冲突时，主要冲突问题选择的方法。针对概念解改良过程中会存在多个阻碍进化的冲突，而这些冲突对技术系统的阻碍程度不同且难以完全消除这一问题，提出了重要度和广泛度的概念及计算方法，以此为基础建立了主要冲突的选择提供量化方法。 6.在前述研究的基础上，讨论了人与计算机交互的U-FES实现过程，建立了基于U-FES模型的概念设计求解设计流程。通过驱动采煤机螺旋滚筒进化的概念设计过程验证了设计流程中所建立的信息模型的准确与完整性、以及基于可供性表示的UXD驱动设计的正确性和有效性。
[Abstract]:In recent years, the application method of TRIZ theory in the problem of conceptual design has become a hot point, which is mainly based on the abstract and richness of the TRIZ theory. The richness makes the TRIZ theory fit to deal with the various and complex design problems encountered in the design, and the abstract can help to stimulate the designer's creative thought. However, the abstract and richness also bring difficulties to the study and application of the TRIZ theory, that is, how the designer chooses the tool of the TRIZ theory and how to translate the abstract TRIZ theory into the solution of the specific design problem. In order to solve this problem, this paper studies the solution process of conceptual design, and uses the function solution, the diagnosis of solution and the improvement as the main line. Through the problems encountered in the design, the integrated application of the multiple tools of the TRIZ is guided to form a conceptual design solution process model for the evolution of the technology system. And the support technology for realizing it is also studied. The main research contents of this paper include six parties 1.1. Research on the conceptual design of the evolution of the driving technology system In order to improve the ideal degree of the technology system, the key factors that affect the evolution of the technology system are summarized, and the evolution problem is classified into the function solution and the improvement of the technology system and the environment. The driving knowledge of the evolution of the technology system is abstracted. The line expansion, which is used to drive the description of knowledge, forms four driving knowledge of function, behavior, structure and smoothness, puts forward the goal of integrating TRIZ theory with the driving knowledge, and abstract this to the theory of TRIZ. A feature is to study the support technology of transforming the abstract knowledge to the specific knowledge through the mapping relation between the driving knowledge. Through the analysis of the source of the innovation driving force in the scene design process, it is proposed to support the unforeseen development of the scenario design with the knowledge representation of the FBS-A (Function Behavior Structure Afforeance). The process. On the basis of this work, a conceptual design solution process U-FES (Unrecognized Discovery Functional Effect's Example Structure) with integration of the TRIZ theory knowledge base and solution tool can be integrated. The function problem based on the U-FES process is studied in this paper. The solution realization technique is discussed. The abstract, function decomposition and mapping process of the design task in the model are discussed. The function expression in the above operation process of the U-FES model is supported by the form of a dynamic noun + flow, the structure of the functional effect directory of the TRIZ is expanded, and the functional language is built on the basis of the TRIZ theoretical functional vocabulary. The structure of the sense ontology makes it meet the requirement of the consistent understanding of the functional semantics in the function solving process, and sets up the effect library and the effect instance library structure to support the function-to-effect examples. The mapping relation of function-to-effect is discussed. 3. Research the method of scenario analogy to support functional element solution and The diagnosis of functional element solutions. There is no obvious similarity to the target design for the effect examples from different professional fields, so as to bring difficulties to the analogy, the unforeseeable UXD (Unwanted Discovery) supported by the context-based FBS model is proposed. Driven innovation process, using the cognitive features of the unforeseeable discovery to support the abstract effect instance to the specific field of expertise The method of scene analogy based on the availability of the UXD is put forward. Through this method of the scenario analogy, the analysis of the effect example in the early stage of the design is found in the target design. there is a need for improved problems.4. The total number of research technical systems In view of the improvement of the ideal degree of the design scheme of the technical system, which is composed of functional element solutions, the ideal definition method based on the equivalence representation is studied, and the ideal degree of the technical system is found through the performance analysis. To improve the blocking of the larger factors, the technology system and the environmental relationship are combined with the evolution target of the technology system, and the evolution of the technology system the determination of the target provides a basis.5. when there are multiple conflicts in the technical system, In the process of the improvement of the concept, there are many conflicts which hinder the evolution, and the degree of obstruction of these conflicts to the technical system is different and it is difficult to completely eliminate the problem. The concept and the calculation method of the wide-range degree are based on the concept and the calculation method. 6. Based on the above research, the U-FES implementation process of human and computer interaction is discussed, and the U-FES based on U-FES is established. The design process of the conceptual design of the model is solved. The accuracy and the integrity of the information model established in the design flow are verified through the conceptual design process of the evolution of the spiral roller of the coal cutter.
【学位授予单位】：哈尔滨工程大学
【学位级别】：博士
【学位授予年份】：2013
【分类号】：TH122
[Abstract]:In recent years, the application method of TRIZ theory in the problem of conceptual design has become a hot point, which is mainly based on the abstract and richness of the TRIZ theory. The richness makes the TRIZ theory fit to deal with the various and complex design problems encountered in the design, and the abstract can help to stimulate the designer's creative thought. However, the abstract and richness also bring difficulties to the study and application of the TRIZ theory, that is, how the designer chooses the tool of the TRIZ theory and how to translate the abstract TRIZ theory into the solution of the specific design problem. In order to solve this problem, this paper studies the solution process of conceptual design, and uses the function solution, the diagnosis of solution and the improvement as the main line. Through the problems encountered in the design, the integrated application of the multiple tools of the TRIZ is guided to form a conceptual design solution process model for the evolution of the technology system. And the support technology for realizing it is also studied. The main research contents of this paper include six parties 1.1. Research on the conceptual design of the evolution of the driving technology system In order to improve the ideal degree of the technology system, the key factors that affect the evolution of the technology system are summarized, and the evolution problem is classified into the function solution and the improvement of the technology system and the environment. The driving knowledge of the evolution of the technology system is abstracted. The line expansion, which is used to drive the description of knowledge, forms four driving knowledge of function, behavior, structure and smoothness, puts forward the goal of integrating TRIZ theory with the driving knowledge, and abstract this to the theory of TRIZ. A feature is to study the support technology of transforming the abstract knowledge to the specific knowledge through the mapping relation between the driving knowledge. Through the analysis of the source of the innovation driving force in the scene design process, it is proposed to support the unforeseen development of the scenario design with the knowledge representation of the FBS-A (Function Behavior Structure Afforeance). The process. On the basis of this work, a conceptual design solution process U-FES (Unrecognized Discovery Functional Effect's Example Structure) with integration of the TRIZ theory knowledge base and solution tool can be integrated. The function problem based on the U-FES process is studied in this paper. The solution realization technique is discussed. The abstract, function decomposition and mapping process of the design task in the model are discussed. The function expression in the above operation process of the U-FES model is supported by the form of a dynamic noun + flow, the structure of the functional effect directory of the TRIZ is expanded, and the functional language is built on the basis of the TRIZ theoretical functional vocabulary. The structure of the sense ontology makes it meet the requirement of the consistent understanding of the functional semantics in the function solving process, and sets up the effect library and the effect instance library structure to support the function-to-effect examples. The mapping relation of function-to-effect is discussed. 3. Research the method of scenario analogy to support functional element solution and The diagnosis of functional element solutions. There is no obvious similarity to the target design for the effect examples from different professional fields, so as to bring difficulties to the analogy, the unforeseeable UXD (Unwanted Discovery) supported by the context-based FBS model is proposed. Driven innovation process, using the cognitive features of the unforeseeable discovery to support the abstract effect instance to the specific field of expertise The method of scene analogy based on the availability of the UXD is put forward. Through this method of the scenario analogy, the analysis of the effect example in the early stage of the design is found in the target design. there is a need for improved problems.4. The total number of research technical systems In view of the improvement of the ideal degree of the design scheme of the technical system, which is composed of functional element solutions, the ideal definition method based on the equivalence representation is studied, and the ideal degree of the technical system is found through the performance analysis. To improve the blocking of the larger factors, the technology system and the environmental relationship are combined with the evolution target of the technology system, and the evolution of the technology system the determination of the target provides a basis.5. when there are multiple conflicts in the technical system, In the process of the improvement of the concept, there are many conflicts which hinder the evolution, and the degree of obstruction of these conflicts to the technical system is different and it is difficult to completely eliminate the problem. The concept and the calculation method of the wide-range degree are based on the concept and the calculation method. 6. Based on the above research, the U-FES implementation process of human and computer interaction is discussed, and the U-FES based on U-FES is established. The design process of the conceptual design of the model is solved. The accuracy and the integrity of the information model established in the design flow are verified through the conceptual design process of the evolution of the spiral roller of the coal cutter.
【学位授予单位】：哈尔滨工程大学
【学位级别】：博士
【学位授予年份】：2013
【分类号】：TH122
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