• CN:11-2187/TH
  • ISSN:0577-6686

机械工程学报 ›› 2024, Vol. 60 ›› Issue (11): 169-180.doi: 10.3901/JME.2024.11.169

• 特邀专栏:复杂装备智能设计理论与方法 • 上一篇    下一篇

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高端装备创新方法知识系统构建与优选推送

刘江南1, 黄琬清1, 杜文轩1, 刘小冬2, 沈龙江3, 朱颖谋3   

  1. 1. 湖南大学汽车车身先进设计制造国家重点实验室 长沙 410082;
    2. 北京工业大学机械与能源工程学院 北京 100124;
    3. 中车株洲电力机车有限公司 株洲 412001
  • 收稿日期:2023-06-09 修回日期:2023-12-14 出版日期:2024-06-05 发布日期:2024-08-02
  • 作者简介:刘江南(通信作者),女,1965年出生,教授。主要研究方向为创新设计理论与方法、机械系统优化方法、专利规避与再生。E-mail:Liujiangnan@hnu.edu.cn
  • 基金资助:
    国家创新方法专项(2019IM050100,2020IM030100)和湖南省自然科学基金(2018JJ2039)资助项目。

Knowledge System Establishing of Innovation Methods of High-end Equipment and Knowledge Pushing of Preferred Innovation Method Sequence

LIU Jiangnan1, HUANG Wanqing1, DU Wenxuan1, LIU Xiaodong2, SHEN Longjiang3, ZHU Yinmou3   

  1. 1. State Key Laboratory of Advanced Design and Manufacturing for Vehicle Body, Hunan University, Changsha 410082;
    2. College of Mechanical and Energy Engineering, Beijing University of Technology, Beijing 100124;
    3. CRRC Zhuzhou Locomotive Corporation, Zhuzhou 412001
  • Received:2023-06-09 Revised:2023-12-14 Online:2024-06-05 Published:2024-08-02

摘要: 高端装备创新链中不同环节对创新方法知识的需求不尽相同,日趋复杂的创新活动已无法满足于局部、单一方法的运用。集成的创新方法知识及其优选推送,对于计算机辅助高效实现高端装备的创新设计具有重要意义。以先进轨道交通装备为例,追溯其重大科技成果的形成过程、提炼发明专利的高频普适方法,分析其中的创新特征及控制其涌现效应的关键因素,挖掘一系列创新方法作为基础信息;为使其成为可传播、学习和应用的知识,对创新方法进行规范化知识描述和单元化数据建模;构建装备领域创新方法应用情境空间,借助结构化本体语言,建立应用情境空间下创新方法知识表征数据模型,以利于知识的获取、存储、处理和调用;设计开发创新方法多维度集成的知识系统,系统化管理离散的创新方法知识;确定创新方法适用度评价指标及权重,建立其优选决策模型,提出基于统计学原理突破个人经验法的多方法序列推送方法,为程序化自动推送提供理论基础;构建创新方法知识优选与推送实施流程,并通过辅助某研发设计的应用示例,验证知识系统及实施流程的可操作性和有效性。

关键词: 高端装备, 创新方法, 本体论, 知识集成, 优选与决策, 全创新链

Abstract: Different linkages in a high-end equipment innovation chain require different knowledge of innovative methods. A partial or single innovation method could not satisfy the increasingly complex innovation activities. It becomes an urgent necessity to integrate innovation method knowledge and recommend preferred methods for computer aiding efficient implementation of innovation design of high-end equipment. Taking advanced rail transportation equipment as an example, a series of innovative methods are mined as basic information from the traced formation process of a number of major science and technology achievements and frequently used methods in patent technologies in the field by analyzing innovative features and key factors controlling the emergence effect of innovation. In order to make it become reusable knowledge that can be disseminated, learned and applied, the specific content of innovation methods is described in a normalized manner and modeled in unit data. The application scenario space of innovation methods in equipment field is constructed. Based on the structured ontology language, the knowledge model of innovation methods in the application scenario space is established to facilitate knowledge acquiring, storing, processing and invoking. A knowledge system of multi-dimensional integrated innovation methods is developed to systematically manage the dispersed innovation method knowledge. The evaluation indexes of innovation method applicability are structured and the weights are evaluated to establish the multi-method optimization and decision model, so a multi method sequence push method is proposed based on statistical principles to break through personal experience and provide a theoretical basis for programmatic automatic recommending. The implementation process of knowledge optimization and push application of innovative methods is constructed, and the operability and effectiveness of the knowledge system and the implementation process are verified by the application example of a design project.

Key words: high-end equipment, innovative methods, ontology, knowledge integration, optimization and decision, innovation chain

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