An open architecture product coupling analysis method

By establishing a component association matrix and interface identification, the coupling degree between modules and the impact of changes are calculated, solving the problem of analyzing the coupling relationship between modules in open architecture products, and reducing design complexity and development costs.

CN117010977BActive Publication Date: 2026-05-29EAST CHINA JIAOTONG UNIVERSITY

Patent Information

Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
EAST CHINA JIAOTONG UNIVERSITY
Filing Date
2022-09-19
Publication Date
2026-05-29

AI Technical Summary

Technical Problem

Existing technologies struggle to effectively analyze and manage the coupling relationships between modules in open architecture products, increasing design complexity and development costs.

Method used

By establishing a comprehensive component correlation matrix, we can identify module types and interface relationships, calculate the coupling degree and impact of changes between modules, and analyze the coupling mode and structural correlation between modules using a change propagation probability matrix between modules.

Benefits of technology

It enables efficient calculation of the coupling degree between modules and the impact of changes, reducing the complexity of product design and development costs.

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Abstract

An open architecture product coupling analysis method, which establishes a component comprehensive correlation matrix according to the correlation between the functions and structures of the components of an open architecture product, identifies the common platform, customized module and individualized module structure types of the open architecture product, determines the bus interface of the common platform, the input / output interface of the customized module and the input interface of the individualized module, identifies the coupling mode between the customized modules and the correlation between their functions and structures, calculates the coupling degree between the modules according to the comprehensive correlation between the functions and structures of the components between the correlated modules and the correlation density of the interfaces, establishes a change propagation probability matrix between the modules according to the interface relationship between the modules and the component dependency relationship within the modules, and calculates the change influence degree between the correlated modules. The present application is simple to calculate, improves work efficiency and shortens the development cycle.
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Description

Technical Field

[0001] This invention relates to the field of product design technology, and in particular to an open architecture product coupling analysis method. Background Technology

[0002] As customer needs become increasingly personalized and diversified, customers are showing a stronger desire to participate in product design and development. Open design allows customers to participate in the product development process. Open architecture products can meet customers' needs for product personalization and functional changes to the greatest extent possible throughout their lifecycle, while also satisfying enterprises' pursuit of low costs. Open architecture products are modular products, consisting of a common platform, customized modules, and personalized modules. There are often coupling relationships between these modules, which increases the complexity of product design and development costs. Therefore, it is necessary to analyze the coupling between modules to provide methodological support for the design of open architecture products. Summary of the Invention

[0003] The purpose of this invention is to identify the interface relationships between public platforms, customized modules, and personalized modules, and to analyze the coupling methods between customized modules, so as to make the calculation of coupling degree and impact of changes between modules more effective. This invention proposes a coupling analysis method for open architecture products:

[0004] Step 1: Based on the functional and structural relationships between components of an open architecture product, establish a comprehensive component relationship matrix;

[0005] Step 2: Identify the public platform, custom modules, and personalized module structure types of open architecture products;

[0006] Step 3: Determine the bus interface of the public platform, the input / output interfaces of the customized modules, and the input interface of the personalized modules;

[0007] Step 4: Identify the coupling methods between the custom modules based on the common platform bus interface and the input / output interfaces of the custom modules determined in Step 3.

[0008] Step 5: Identify the functional and structural relationships between the customized modules based on the different coupling methods used in Step 4.

[0009] Step 6: Calculate the coupling degree between modules based on the comprehensive correlation of the functions and structures of the components between related modules and the correlation density of the interfaces;

[0010] Step 7: Based on the interface relationships between modules and the component dependencies within modules, establish a change propagation probability matrix between modules;

[0011] Step 8: Calculate the impact of changes between two related modules based on the module's complexity and the probability of change propagation between modules.

[0012] In step 1, assume the open product contains N main components, the comprehensive correlation degree between the i-th and j-th components is r(i, j), and the comprehensive correlation matrix R of the components is...

[0013]

[0014] In step 2, the common and differentiated needs of customers are transformed into basic functional requirements, heterogeneous functional requirements and variable functional requirements by using quality function configuration. The functional requirements of components are mapped to common platform structures, customized structures and personalized structures by using axiomatic design. The classification attributes of components are identified and the structural type of the module is determined according to the proportion of standard parts, general parts and customized parts in the module.

[0015] In step 3, since the product architecture is stable and shareable, the interface on the public platform can be called the bus interface. Customized modules and personalized modules can connect to the public platform bus interface through their own input interfaces. Some customized modules also have output interfaces, which can be used for connection between customized modules and with personalized modules. Personalized modules are directly assembled onto the public platform or the last-level customized module as leaf modules.

[0016] In step 4, based on the interface relationship between the public platform and the customized modules, the coupling methods between customized modules can be divided into three types: customized module coupling under the same bus interface, customized module coupling with only functional collaboration relationship under different bus interfaces, and customized module coupling with functional-structural relationship under different bus interfaces. These are referred to as same-branch coupling, different-branch functional coupling, and different-branch functional-structural coupling, respectively.

[0017] In step 5, assume m p and n p It is the p-th module M p The serial numbers of the first and last parts in the middle, m q and n q It is the qth module M q The sequence numbers of the first and last parts in module M are then used to determine the order of the parts. p and M q The comprehensive correlation matrix PQ between them is

[0018]

[0019] In step 6, assume n pq Let n be the number of associated elements between the p-th module and the q-th module. qp Let M be the number of associated elements between the q-th module and the p-th module. p and M q The coupling degree C between them p,q for

[0020]

[0021] In step 7, it is assumed that the open product consists of M modules, and the probability of a change propagating from module i to module j is p. ij Then the change propagation probability matrix PM between product modules is:

[0022]

[0023] In step 8, due to differences in granularity, number of parts, assembly relationships between parts, and topology, the structural complexity of each module varies. This complexity is measured by development cost, development time, modification cost, and modification time. Therefore, the structural complexity S of a module is... C for

[0024]

[0025] In the formula, C M For module development costs, C i T is the cost of changing part i within the module. M For the module design time, T i C is the change time for part i. P For product development costs, T P For product development time, N M The number of parts within the module;

[0026] Assume module M p For module M q The probability of change propagation is p pq Then M p For M q Impact of the change I pq for

[0027] I pq =p pq ·S Cq

[0028] In the formula, S Cq For module M q The structural complexity. Attached Figure Description

[0029] Figure 1 This is a diagram showing the structural relationships of a bridge crane module;

[0030] Figure 2 It is the probability matrix for changing the propagation between bridge crane modules;

[0031] Figure 3 It is a class module M 3Impact of module changes within the module; Detailed Implementation

[0032] This embodiment presents an open-ended coupling analysis method for the design of bridge cranes, comprising the following steps:

[0033] Step 1: Establish a comprehensive component correlation matrix based on the functional and structural relationships between components of an open-type bridge crane;

[0034] Step 2: Identify the common platform, customized module, and personalized module structure types of the bridge crane;

[0035] Step 3: Determine the bus interface of the bridge crane's common platform, the input / output interfaces of the customized modules, and the input interface of the personalized modules;

[0036] Step 4: Identify the coupling methods between the bridge crane customized modules based on the common platform bus interface and the input / output interfaces of the customized modules determined in Step 3.

[0037] Step 5: Identify the functional and structural relationships between the customized modules of the bridge crane based on the different coupling methods between them as described in Step 4.

[0038] Step 6: Calculate the coupling degree between bridge crane modules based on the comprehensive correlation of the functions and structures of the components between related modules and the correlation density of the interfaces.

[0039] Step 7: Based on the interface relationships between modules and the component dependencies within modules, establish the change propagation probability matrix between bridge crane modules;

[0040] Step 8: Calculate the impact of changes between related modules of the bridge crane based on the complexity of the module and the probability of change propagation between modules.

[0041] Table 1 is a list of the modules for a bridge crane;

[0042]

[0043] Table 2 shows the complexity of the bridge crane module.

[0044]

[0045] The following uses a certain type of bridge crane as an application example of an open architecture product coupling analysis method in this embodiment. The list of modules of the bridge crane is shown in Table 1. The specific implementation process is as follows:

[0046] By analyzing the assembly constraints between customized and personalized modules and the public platform, as well as the functional and structural relationships between modules, a structural relationship diagram of the bridge crane modules is constructed, such as... Figure 1As shown, the change propagation probability matrix between bridge crane modules is as follows: Figure 2 As shown in Figure 2, the structural complexity of each module is as follows;

[0047] M3, M 20 and M 21 For customized modules, they all adopt an open design, allowing customers to develop or participate in the design, and can also be adjusted during use, such as the overload limiter M. 21 It can be installed on the fixed pulley block of the trolley frame. Customers can also add a barrier removal module to the trolley frame as needed to push away any obstacles that may exist on the track.

[0048] from Figure 1 As can be seen, some customized and personalized modules are independent, such as M3, M8, and M... 19 Custom modules M5, M6, and M7 are coupled to each other and all have interfaces with the public platform. While M5 and M7 are not directly connected, they have functional relationships. M5, M6, and M7 are not associated with other custom or personalized modules and can be combined into an independent class module M. 1 Custom module M 11 M 12 and M 13 The coupling between them is the same as that between M5, M6, and M7, and they can also be combined into an independent class module M. 2 ;

[0049] Personalized Module M 20 and M 21 They are independent of each other, and each leaf module is installed in the custom module M. 17 Above; Custom Module M 14 M 15 M 16 M 17 and M 18 Interconnected, except for M 18 Only with M 17 In addition to connectivity, other modules also have interfaces with the public platform, and they can also be combined into an independent class module M. 3 Thus, class module M 1 M 2 and M 3 And custom modules M8 and M 19 They are independent of each other, because M 1 and M 2 Since the internal coupling methods are the same, only M needs to be analyzed. 1 and M 3 Internal coupling and correlation;

[0050] For M 1For the internal coupling, based on the load of the trolley wheel set and the speed of the running mechanism, the motor module M5 can be calculated and selected. Then, the transmission ratio is calculated from the speed of the running mechanism and the speed of the motor, and the trolley running mechanism reducer module M6 is selected. The brake is usually installed on the high-speed shaft and connected to the motor and reducer respectively. Then, the required braking torque is calculated from the resistance torque and the reduction ratio, and the brake module M7 is selected. From the perspective of design change, the change propagation between M5→M7→M6 is unidirectional, and the maximum braking torque of the brake has a certain adaptability. When the specifications of the reducer and the motor change within a certain range, the brake will not change accordingly.

[0051] For M 3 The coupling relationship is determined based on the lifting mass and work type, thus defining the hook pulley block module M. 18 Then, the drum assembly module M is determined based on the lifting height and the multiplier. 17 Then, considering the lifting speed and lifting mass, the selection of motor module M is calculated. 14 The transmission ratio is calculated based on the drum speed and the motor speed, and the hoisting mechanism reducer module M is selected. 16 The hoisting brake is usually installed at the motor shaft extension end. The required braking torque is calculated from the drum torque and reduction ratio, and the brake module M is selected accordingly. 15 Class module M 3 Impact of internal module changes, such as Figure 3 As shown.

Claims

1. A coupling analysis method for open architecture products, characterized in that, The method further includes the following steps: (1) Based on the functional and structural correlations among the components of an open architecture product, a comprehensive correlation matrix for the components is established. Assume the open architecture product contains N main components, and the comprehensive correlation degree between the i-th and j-th components is r(i, j). The comprehensive correlation matrix R for the components is: ; (2) Identify the public platform, customized modules, and personalized module structure types of open architecture products; (3) Determine the bus interface of the public platform, the input / output interface of the customized module, and the input interface of the personalized module; (4) Identify the coupling methods between the custom modules based on the common platform bus interface and the input / output interfaces of the custom modules determined in step 3; (5) Identify the functional and structural relationships between the customized modules based on the different coupling methods between them in step 4; (6) Calculate the coupling degree between modules based on the comprehensive correlation of the functions and structures of the components between related modules and the correlation density of the interfaces. Assume n pq Let n be the number of associated elements between the p-th module and the q-th module. qp Let M be the number of associated elements between the q-th module and the p-th module. p and M q The coupling degree C between them p, q for ; Where, m p and n p These are the p-th module M p The serial numbers of the first and last parts in the middle, m q and n q These are the q-th module M q The serial numbers of the first and last parts in the sequence; (7) Based on the interface relationships between modules and the component dependencies within modules, establish a change propagation probability matrix between modules; (8) Calculate the impact of changes between related modules based on the complexity of the module and the probability of change propagation between modules.

2. The open architecture product coupling analysis method according to claim 1, characterized in that, Step (2) specifically includes: Customer needs are divided into common needs and differentiated needs. Quality function configuration is used to transform customer needs into basic functional requirements, heterogeneous functional requirements and variable functional requirements. Axiom design is used to map the functional requirements of components into common platform structures, customized structures and personalized structures. The standard parts, general parts and customized parts classification attributes of components are identified. The structural type of the module is determined according to the proportion of different classification attributes of components within the module.

3. The open architecture product coupling analysis method according to claim 1, characterized in that, Step (3) specifically includes: Based on the types of public platform, customized modules, and personalized modules, the bus interface of the public platform, the input / output interfaces of the customized modules, and the input interface of the personalized modules are determined. Since the product architecture is stable and shareable, the interface on the public platform is called the bus interface. Customized modules and personalized modules can connect to the public platform bus interface through their own input interfaces. Some customized modules also have output interfaces, which can be used for connections between customized modules and with personalized modules. Personalized modules are directly assembled onto the public platform or the last-level customized module as leaf modules.

4. The open architecture product coupling analysis method according to claim 1, characterized in that, Step (4) specifically includes: The coupling methods between custom modules are divided into: coupling of custom modules under the same bus interface, referred to as same-branch coupling; coupling of custom modules under different bus interfaces that only contain functional coordination relationships, referred to as heterogeneous functional coupling; and coupling of custom modules under different bus interfaces that contain functional-structural relationships, referred to as heterogeneous functional-structural coupling.

5. The open architecture product coupling analysis method according to claim 1, characterized in that, Step (5) specifically includes: Based on the different coupling methods between customized modules, the functional and structural relationships between customized modules are identified, and a comprehensive component relationship matrix between related modules is established; Module M p and M q The comprehensive correlation matrix PQ between them is 。 6. The open architecture product coupling analysis method according to claim 5, characterized in that, Step (7) specifically includes: Based on the interface relationships between modules and the dependencies between components within modules, the probability of change propagation between modules is determined. Assume the open product consists of M modules, and the probability of change propagation from module i to module j is p. ij Then the change propagation probability matrix PM between product modules is: 。 7. The open architecture product coupling analysis method according to claim 1, characterized in that, Step (8) specifically includes: Based on the module's complexity and the probability of change propagation between modules, the impact of changes between two related modules is calculated. Since each module differs in granularity, number of parts, assembly relationships between parts, and topology, its structural complexity varies, measured by development cost, development time, change cost, and change time. Therefore, the structural complexity S of a module is... C for In the formula, C M For module development costs, C i T is the cost of changing part i within the module. M For the module design time, T i C is the change time for part i. P For product development costs, T P For product development time, N M The number of parts within the module; Assume module M p For module M q The probability of change propagation is p pq Then M p For M q Impact of the change I pq for In the formula, S Cq For module M q The structural complexity.