本书介绍大规模定制的基本概念，建立大规模定制产品智能配置的框
架结构，提出和建立大规模定制下客户需求信息识别与产品智能配置的方
法和关键技术，包括客户需求信息的分类模型与表达方法、考虑客户需求
表达能力异质的客户需求信息获取方法、半结构化客户需求信息的转换处
理方法、非结构化客户需求信息的结构化处理方法、客户需求的映射与转
换方法、产品平台扩展策略及优化分析、基于GBOM 的产品智能配置方
法、基于本体映射面向模糊客户需求的产品配置方法，最后以基于Web
的定制产品智能配置系统阐述这些方法的应用。
样章试读
目录
- 目 录 ·v·
目 录
第1 章 大规模定制概述·························································································· 1
1.1 大规模定制的概念和内涵·········································································· 1
1.1.1 大规模定制概念的产生和发展······················································· 1
1.1.2 大规模定制的特征··········································································· 3
1.1.3 大规模定制的分类··········································································· 5
1.2 大规模定制的实施要素·············································································11
1.2.1 大规模定制的目标··········································································11
1.2.2 大规模定制的使能技术································································· 13
1.2.3 实施大规模定制的约束条件························································· 17
1.3 大规模定制的运作过程············································································ 21
1.3.1 营销阶段························································································ 22
1.3.2 设计阶段························································································ 23
1.3.3 制造阶段························································································ 26
1.3.4 递送阶段························································································ 26
1.3.5 售后服务阶段················································································· 27
第2 章 大规模定制产品智能配置的框架结构····················································· 28
2.1 基于Web 的客户需求识别与表达··························································· 29
2.1.1 基于层级分类模型的客户需求获取·············································· 30
2.1.2 客户需求识别················································································· 31
2.1.3 客户需求的信息表达····································································· 32
2.2 客户需求的映射与转换············································································ 33
2.2.1 质量功能配置概述········································································· 33
2.2.2 基于QFD 的客户需求分解··························································· 35
2.2.3 公理化设计方法概述····································································· 36
2.2.4 基于QFD 和AD 的客户需求映射与转换···································· 37
2.3 产品族模型······························································································· 38
2.3.1 产品族与产品平台概念································································· 38
2.3.2 产品族体系结构············································································· 42
2.4 基于产品族模型的定制产品配置···························································· 46
·vi· 大规模定制下客户需求识别与产品智能配置
2.4.1 产品族配置框架············································································· 46
2.4.2 产品配置流程················································································· 47
2.4.3 基于产品族的产品配置系统························································· 50
第3 章 大规模定制下客户需求信息的分类模型与表达方法······························ 53
3.1 大规模定制环境下客户需求信息分类模型············································· 53
3.2 客户需求信息表达的框架模型································································ 55
3.2.1 客户需求的层次结构模型····························································· 55
3.2.2 客户需求信息表达框架································································· 56
3.2.3 基于框架的客户需求信息表达····················································· 57
3.3 多类型客户需求信息的形式化描述························································ 58
3.3.1 结构化客户需求信息的形式化描述·············································· 58
3.3.2 半结构化客户需求信息的形式化描述·········································· 59
3.3.3 非结构化客户需求信息的形式化描述·········································· 59
3.3.4 案例分析························································································ 60
3.4 大规模定制客户需求本体········································································ 64
3.4.1 基于Internet 的客户需求信息获取··············································· 64
3.4.2 基于本体的客户需求描述····························································· 65
3.4.3 应用示例························································································ 71
3.5 基于本体的客户需求知识库模型···························································· 73
3.5.1 基于本体的客户需求知识模型构建·············································· 73
3.5.2 客户需求知识库结构····································································· 74
第4 章 大规模定制下考虑客户需求表达能力异质的客户需求信息获取方法··· 76
4.1 考虑客户需求表达能力异质的客户需求信息获取的体系结构············· 77
4.1.1 基本思想························································································ 78
4.1.2 体系结构························································································ 79
4.2 考虑客户需求表达能力异质的客户需求信息获取的实现过程············· 80
4.2.1 获取客户个人特征与需求情境信息·············································· 80
4.2.2 特征推理分析················································································· 81
4.2.3 模糊加权计算················································································· 82
4.2.4 置信度阈值检测············································································· 84
4.2.5 反馈与需求表达············································································· 84
4.2.6 去模糊化处理················································································· 85
4.3 应用案例··································································································· 85
第5 章 大规模定制下半结构化客户需求信息的转换处理方法·························· 91
5.1 半结构化客户需求信息的表达与转换处理············································· 92
目 录 ·vii·
5.1.1 半结构化客户需求信息及其数学描述·········································· 92
5.1.2 半结构化客户需求信息转换问题的形式化描述·························· 93
5.1.3 半结构化客户需求信息转换的体系结构······································ 94
5.2 半结构化客户需求信息的转换处理过程················································ 95
5.2.1 模糊特征分析················································································· 95
5.2.2 基于模糊关系矩阵的智能模糊推理·············································· 95
5.2.3 加权优化························································································ 97
5.2.4 去模糊化························································································ 97
5.3 摩托车产品半结构化客户需求信息转换处理的应用案例····················· 98
5.3.1 摩托车产品半结构化客户需求信息的交互式获取与描述··········· 98
5.3.2 摩托车产品半结构化客户需求信息的转换处理过程·················· 99
第6 章 大规模定制下非结构化客户需求信息的结构化处理方法···················· 103
6.1 非结构化客户需求信息结构化处理体系·············································· 104
6.1.1 非结构化客户需求信息与客户需求本体···································· 104
6.1.2 非结构化客户需求信息的结构化描述········································ 105
6.1.3 基于CNO 的非结构化客户需求信息结构化处理的体系结构·· 105
6.2 非结构化客户需求信息的结构化处理过程··········································· 106
6.2.1 句型模式匹配··············································································· 107
6.2.2 结构化推理·················································································· 107
6.2.3 模糊特征分析··············································································· 108
6.3 模糊一致性检验方法·············································································· 108
6.3.1 模糊属性值约束检验··································································· 109
6.3.2 模糊属性值冲突检验··································································· 109
6.4 非结构化客户需求信息处理的应用案例···············································110
6.4.1 笔记本电脑产品的应用案例························································110
6.4.2 摩托车产品的应用案例································································114
第7 章 大规模定制下客户需求的映射与转换方法············································ 118
7.1 基于本体的客户需求映射与转换···························································118
7.1.1 基于本体的客户需求映射框架····················································118
7.1.2 基于本体的客户需求映射过程··················································· 120
7.1.3 案例分析······················································································ 123
7.2 基于公理化设计的产品族映射方程······················································ 125
7.2.1 基于公理化设计的产品族描述与映射········································ 126
7.2.2 产品族功能的定制度和定制功能的选择···································· 128
7.2.3 案例分析······················································································ 130
·viii· 大规模定制下客户需求识别与产品智能配置
7.3 基于柔性指数的大规模定制基产品选择与产品定制方法··················· 133
7.3.1 柔性指数······················································································ 133
7.3.2 定制方程······················································································ 134
7.3.3 柔性指数的性质··········································································· 136
7.3.4 产品变量生成方程······································································· 137
7.3.5 比较柔性指数的简便方法··························································· 140
7.3.6 案例分析······················································································ 140
第8 章 大规模定制下产品平台扩展策略及优化分析········································ 143
8.1 大规模定制下的产品平台管理······························································ 143
8.1.1 大规模定制下的产品平台管理的体系结构································ 144
8.1.2 基于本体的大规模定制产品平台管理········································ 148
8.2 大规模定制下的产品平台扩展策略······················································ 151
8.2.1 大规模定制下产品平台扩展面临的挑战···································· 152
8.2.2 大规模定制下产品平台扩展的基本形式···································· 155
8.2.3 大规模定制企业的产品平台扩展策略········································ 156
8.3 大规模定制下产品平台扩展的优化分析·············································· 160
8.3.1 产品平台扩展方案的优化决策问题············································ 160
8.3.2 产品平台扩展决策方法及流程··················································· 161
8.3.3 产品平台扩展优化分析模型······················································· 163
8.3.4 应用案例······················································································ 167
第9 章 基于GBOM 的产品智能配置方法························································ 172
9.1 基于GBOM 的产品族模型···································································· 173
9.1.1 GBOM·························································································· 173
9.1.2 基于GBOM 的产品族结构模型················································· 174
9.1.3 产品族模型的知识表达······························································· 179
9.2 基于GBOM 产品族模型的产品配置···················································· 181
9.2.1 产品配置方法··············································································· 181
9.2.2 产品配置推理的流程··································································· 182
9.3 摩托车产品的应用案例·········································································· 183
第10 章 基于本体映射面向模糊客户需求的产品配置方法······························ 188
10.1 基于本体映射的定制产品配置总体框架············································ 188
10.1.1 模糊客户需求分析····································································· 188
10.1.2 产品族实例分析········································································· 190
10.1.3 定制产品配置框架····································································· 191
10.1.4 基于实例推理的产品配置························································· 191
目 录 ·ix·
10.2 面向模糊客户需求的产品配置知识本体表达····································· 193
10.2.1 本体映射与网络本体语言························································· 193
10.2.2 模糊客户需求知识的本体表达················································· 195
10.2.3 产品族实例知识本体表达························································· 200
10.3 基于本体映射的定制产品配置···························································· 205
10.3.1 基于本体的产品配置映射结构················································· 206
10.3.2 本体映射中的特征参数匹配····················································· 207
10.4 摩托车产品的应用案例·········································································211
10.4.1 摩托车产品配置知识的本体表达··············································211
10.4.2 基于本体映射的摩托车产品配置过程······································ 215
第11 章 基于Web 的定制产品智能配置系统··················································· 218
11.1 基于Web 的定制产品智能配置系统的架构与功能···························· 218
11.1.1 基于Web 的定制产品智能配置系统的功能架构····················· 219
11.1.2 基于Web 的定制产品智能配置系统的功能····························· 221
11.2 基于Web 的定制产品智能配置系统的信息与业务流程···················· 224
11.2.1 基于Web 的定制产品智能配置系统的信息流························· 224
11.2.2 基于Web 的定制产品智能配置系统的业务流程····················· 226
11.3 系统主要功能的实现方法···································································· 228
11.3.1 产品族管理的实现方法····························································· 228
11.3.2 客户定制的实现方法································································· 237
参考文献·················································································································· 242
后记························································································································· 251
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