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研究生：	陳育仁 Chen, Yuh-Jen
論文名稱：	協同式工程知識管理實現技術研發 Research and Development on Enabling Technology for Collaborative Engineering Knowledge Management
指導教授：	陳裕民 Chen, Yuh-Min
學位類別：	博士 Doctor
系所名稱：	電機資訊學院 - 製造工程研究所 Institute of Manufacturing Engineering
論文出版年：	2005
畢業學年度：	93
語文別：	英文
論文頁數：	135
中文關鍵詞：	知識管理、協同設計、企業系統、企業工程
外文關鍵詞：	collaborative design, knowledge management, enterprise engineering, enterprise system
相關次數：	點閱：92 下載：5
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　　由於國際化競爭，”協同設計”已成為企業提高研發設計能力與整體競爭力的重要策略之一，其作法係透過由不同部門或公司的人員所組成的多功能團隊(Multi-Functional Team)，在一合理化、協同化的作業程序下，運用網路與資訊技術，並藉由溝通、協調與合作，來整合地、協同地進行產品開發與設計。而協同設計之成效則繫於產品設計知識能否有效的管理與分享，因此，導入「工程知識管理」以提升產品研發與設計之績效並以累積企業之知識資產，已為產業當務之急。

　　本論文將針對(i)產品設計活動之內隱知識的獲取與儲存，(ii)內隱知識與工程資料之整合、及(iii)協同式工程知識管理與分享等核心技術進行研發，再整合所研發之核心技術，建構一協同式工程知識管理系統雛型，以協助提高產品開發與工程活動之成效，進而幫助產業提高生產力與競爭力。

　　針對上述之研究目的，本研究將(i)建立一協同式工程流程模式與工程知識管理架構，以作為協同式工程知識管理系統開發之基礎，(ii)設計一協同式工程知識管理系統功能架構，以作為系統開發之依據，(iii)界定並開發協同式工程知識管理系統實現技術，以利協同式工程知識管理系統之建立，與(iv)實作相關實現技術，並建構一協同式工程知識管理系統雛型，以利協同式工程知識管理之實施。

　In the face of the ever-growing global competition, collaborative design has become one of the most promising business strategies for increasing the competitiveness of an enterprise. The essence of collaborative design lies in a distributive and collaborative process, where people in different disciplines from different enterprises cooperate to design products and develop related processes through remote coordination, communication, and process control.

　The success of collaborative design depends on the effective sharing of engineering knowledge throughout the entire process of development. Consequently, the implementation of engineering knowledge management, which supports collaborative design and also accumulates corporate memory, has become one of the most important tasks to be managed by industries.

　This research aims to develop enabling technologies to facilitate the development of collaborative engineering knowledge management systems. This research will focus on the development of technology for (i) capture and storage of the implicit engineering knowledge, (ii) integration of the implicit engineering knowledge and product data, and (iii) collaborative management and sharing of the engineering knowledge.

　The objective can be achieved by (i) establishing a collaborative engineering process model and a collaborative engineering knowledge management framework, (ii) designing a functional framework for the collaborative engineering knowledge management system, (iii) identifying and developing enabling technologies of the collaborative engineering knowledge management system, and (iv) implementing enabling technologies based on the developed techniques for the above-mentioned enabling technologies and constructing a prototype for the collaborative engineering knowledge management system.

TABLE OF CONTENTS

中文摘要	I
ABSTRACT	II
ACKNOWLEDGMENTS	III
TABLE OF CONTENTS	IV
LIST OF FIGURES	VIII
LIST OF TABLES	XII

CHAPTER 1. INTRODUCTION.........................1
    1.1 Background..............................1
    1.2 Motivation..............................2
    1.3 Objective...............................3
    1.4 Research Framework......................3

CHAPTER 2. LITERATURE REVIEW....................6
    2.1 Domain Investigation....................6
        2.1.1 Engineering Design................6
        2.1.2 Collaborative Design Model........8
        2.1.3 Knowledge Management.............10
    2.2 Technique Investigation................16
        2.2.1 Modeling Techniques (IDEF0/Object Modeling)........................16
        2.2.2 Knowledge Representation Model...19
        2.2.3 Semantic Analysis Technique......21
        2.2.4 Information Retrieval Model......21
        2.2.5 Artificial Neural Network 
              Introduction.....................22
    2.3 Summary................................25

CHAPTER 3. FUNCTIONAL FRAMEWORK DESIGN
FOR COLLABORATIVE ENGINEERING KNOWLEDGE
MANAGEMENT SYSTEN.........................................26
    3.1 Process Definition, Characterization and Modeling......................26
    3.2 Collaborative Engineering Knowledge Management Framework....31
    3.3 Functional Framework for Collaborative Engineering Knowledge Management System ......................32
    3.4 Summary................................35

CHAPTER 4. ENABLING TECHNOLOGY
–ENGINEERING KNOWLEDGE REFINEMENT.............36
    4.1 Engineering Knowledge Refinement Process........................................37
    4.2 Semantic Graph Representation..........38
    4.3 Tag-based Knowledge Representation Scheme.........................................43
    4.4 Case Representation....................44
       4.4.1 Conceptual Case Model.............44
       4.4.2 Object-Oriented Representation....45
    4.5 Knowledge Compilation Model and Algorithm......................................47
       4.5.1 Knowledge Compilation Model.......47
       4.5.2 Knowledge Compilation Algorithm...49
    4.6 Summary................................51

CHAPTER 5. ENABLING TECHNOLOGY
–CUSTOMER REQUIREMENT-BASED REFERENCE
DESIGN RETRIEVAL...............................52
    5.1 Customer Requirement-based Reference Design Retrieval Process......53
    5.2 Development of Customer Requirement-based Query Model......55
    5.3 Definition and Establishment of Index Structure for Historical Design Cases....59
    5.4 Searching, Matching and Ranking Similar Design Cases...........61
        5.4.1 Similarity Matching of Proper Nouns..........................................62
        5.4.2 Similarity Matching of Attributes of Proper Nouns................................63
        5.4.3 Calculation of Total Similarity in a Design Case..................................66
    5.5 Summary................................67

CHAPTER 6. ENABLING TECHNOLOGY
–FUNCTIONAL REQUIREMENT-BASED REFERENCE
DESIGN RETRIEVAL...............................68
    6.1 Functional Requirement-based Reference Design Retrieval Process.......69
    6.2 Establishment of Functional Requirement-based Query Model........71
    6.3 Definition and Establishment of Index Structure for Historical Design Cases..........71
    6.4 Searching, Matching and Ranking Similar Design Cases.............75
        6.4.1 Establishment of Structured Index..........................................75
        6.4.2 Searching and Matching Similar Design Cases...................................77
        6.4.3 Ranking Similar Design Cases.....81
    6.5 Summary................................85

CHAPTER 7. ENABLING TECHNOLOGY
–FUNCTIONAL FEATURE-BASED REFERENCE
DESIGN RETRIEVAL...............................86
    7.1 Functional Feature-based Reference Design Retrieval Process......87
    7.2 Representation of Functional Features..88
        7.2.1 Functional Features Definition...88
        7.2.2 Binary Code-based Functional Features Representation........................89
    7.3 Adaptive Resonance Theory (ART1) Neural Network.......90
        7.3.1 ART1 Characteristics.............91
        7.3.2 ART1 Architecture................92
        7.3.3 ART1 Algorithm...................93
    7.4 Functional Feature-based Cases Retrieval by ART1: An Example.......94
        7.4.1 Functional Feature-based Cases Clustering.....................................95
        7.4.2 Functional Feature-based Cases Ranking........................................98
    7.5 Summary................................99

CHAPTER 8. ENABLING TECHNOLOGY IMPLEMENTATION.100
    8.1 Enabling Technology Implementation Environment...................................100
    8.2 Enabling Technology Implementation Results.......................................101
        8.2.1 Engineering Knowledge Refinement....................................101
        8.2.2 Customer Requirement-based Reference Design Retrieval....................104
        8.2.3 Functional Requirement-based Reference Design Retrieval....................108
        8.2.4 Functional Feature-based Reference Design Retrieval..............................112
    8.3 Summary...............................117

CHAPTER 9. CONCLUSIONS AND FUTURE RESEARCH
DIRECTIONS....................................119
    9.1 Conclusions...........................119
    9.2 Future Research Directions............121


REFERENCES....................................122
VITA..........................................129  

                                    

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