In an effort to improve customization for today's highly competitive global marketplace, many companies are utilizing product families and platform-based product development to increase variety, shorten lead times, and reduce costs. The key to a successful product family is the product platform from which it is derived either by adding, removing, or substituting one or more modules to the platform or by scaling the platform in one or more dimensions to target specific market niches. This nascent field of engineering design has matured rapidly in the past decade, and this paper provides a comprehensive review of the flurry of research activity that has occurred during that time to facilitate product family design and platform-based product development for mass customization. Techniques for identifying platform leveraging strategies within a product family are reviewed along with metrics for assessing the effectiveness of product platforms and product families. Special emphasis is placed on optimization approaches and artificial intelligence techniques to assist in the process of product family design and platform-based product development. Web-based systems for product platform customization are also discussed. Examples from both industry and academia are presented throughout the paper to highlight the benefits of product families and product platforms. The paper concludes with a discussion of potential areas of research to help bridge the gap between planning and managing families of products and designing and manufacturing them.

The relative significance of conceptual design to basic design or detail design is widely recognized, due to its influential roles in determining the product's fundamental features and development costs. Although there are some general methodologies dealing with functions in design, virtually no commercial CAD systems can support functional design, in particular so-called synthetic phase of design. Supporting the synthetic phase of conceptual design is one of the crucial issues of CAD systems with function modeling capabilities. In this paper, we propose a computer tool called a Function-Behavior-State (FBS) Modeler to support functional design not only in the analytical phase but also in the synthetic phase. To do so, the functional decomposition knowledge and physical features in the knowledge base of the modeler, and a subsystem Qualitative Process Abduction System (QPAS) play crucial roles. Modeling scheme of function in relation with behavior and structure and design process for conceptual design in the FBS Modeler are described. The advantages of the FBS Modeler are demonstrated by presenting two examples; namely, an experiment in which designers used this tool and the design of functionally redundant machines, which is a new design methodology for highly reliable machines, as its application.

This work is aimed at establishing a common frame and understanding of function modeling (FM) for our ongoing research activities. A comparative review of the literature is performed to grasp the various FM approaches with their commonalities and differences. The relations of FM with the research fields of artificial intelligence, design theory, and maintenance are discussed. In this discussion the goals are to highlight the features of various classical approaches in relation to FM, to delineate what FM introduces to these fields, and to discuss the applicability of various FM approaches in these fields. Finally, the basic ideas underlying our projects are introduced with reference to the general framework of FM.

Teleological modeling is fundamental to understanding and explaining many complex systems, especially engineered systems. Research on engineering design and problem solving has developed several ontologies for expressing teleology, for example, functional representation, function–behavior–structure, and structure–behavior–function (SBF). In this paper, we view SBF as a programming language. SBF models of engineering systems have been used in several computer programs for automated design and problem solving. The SBF language captures the expressive power of the earlier programs and provides a basis for interactive construction of SBF models. We provide a precise specification of the SBF language. We also describe an interactive model construction tool called SBFAuthor.

Ontologies have been successfully applied as a semantic enabler of communication between both users and applications in fragmented, heterogeneous multinational business environments. In this paper we discuss the underlying principles, their current implementation status, and most importantly, their applicability to problems in the building information modeling domain. We introduce the development of an ontology for the building and construction sector based on the industry foundation classes. We discuss several approaches of lifting modeling information that is based on the express family of languages for data modeling onto a logically rigid and semantically enhanced ontological level encoded in the W3C Ontology Web Language. We exemplify the added value of such formal notation of building models by providing several examples where generic query and reasoning algorithms can be applied to problems that otherwise have to be manually hard-wired into applications for processing building information. Furthermore, we show how the underlying resource description framework and the set of technologies evolving around it can be tailored to the need of distributed collaborative work in the building and construction industry.

Inspiration is useful for exploration and discovery of new solution spaces. Systems in natural and artificial worlds and their functionality are seen as rich sources of inspiration for idea generation. However, unlike in the artificial domain where existing systems are often used for inspiration, those from the natural domain are rarely used in a systematic way for this purpose. Analogy is long regarded as a powerful means for inspiring novel idea generation. One aim of the work reported here is to initiate similar work in the area of systematic biomimetics for product development, so that inspiration from both natural and artificial worlds can be used systematically to help develop novel, analogical ideas for solving design problems. A generic model for representing causality of natural and artificial systems has been developed, and used to structure information in a database of systems from both the domains. These are implemented in a piece of software for automated analogical search of relevant ideas from the databases to solve a given problem. Preliminary experiments at validating the software indicate substantial potential for the approach.

In many creative design processes, cross-domain knowledge is required to inspire the new design result. Thus, in knowledge-based design, how we represent the cross-domain knowledge becomes a key issue. In this paper, we present a formalism for design knowledge representation. By analyzing function representation in different design domains, from graphic design and industrial design to architectural and engineering device designs, we find that although the focus of each kind of design is different, the function representation can be generalized into a small number of categories. This formalism can be used in an explorative model of design by analogy, where designs from different design domains are sources to help produce a new design.

This paper describes the task/episode accumulation model (TEA model) of non-routine mechanical design, which was developed after detailed analysis of the audio and video protocols of five mechanical designers. The model is able to explain the behavior of designers at a much finer level of detail than previous models. The key features of the model are (a) the design is constructed by incrementally refining and patching an initial conceptual design, (b) design alternatives are not considered outside the boundaries of design episodes (which are short stretches of problem solving aimed at specific goals), (c) the design process is controlled locally, primarily at the level of individual episodes. Among the implications of the model are the following: (a) CAD tools should be extended to represent the state of the design at more abstract levels, (b) CAD tools should help the designer manage constraints, and (c) CAD tools should be designed to give cognitive support to the designer.

This article presents a generalized ontology of product configuration as a step towards a general ontology of configuration, which is needed to reuse and share configuration knowledge. The ontology presented consists of a set of concepts for representing the knowledge on a configuration and the restrictions on possible configurations. The ontology is based on a synthesis of the main approaches to configuration. Earlier approaches are extended with new concepts arising from our practical experience on configurable products. The concepts include components, attributes, resources, ports, contexts, functions, constraints, and relations between these. The main contributions of this work are in the detailed conceptualization of knowledge on product structures and in extending the resource concept with contexts for limiting the availability and use of resources. In addition, constraint sets representing different views on the product are introduced. The ontology is compared with the previous work on configuration. It covers all the principal approaches, that is, connection-based, structure-based, resource-based, and function-based approaches to configuration. The dependencies between the concepts arising from different conceptualizations are briefly analyzed. Several ways in which the ontology could be extended are pointed out.

Environmental issues require a new manufacturing paradigm because the current mass production and mass consumption paradigm inevitably cause them. We have already proposed a new manufacturing paradigm called the “Post Mass Production Paradigm (PMPP)” that advocates sustainable production by decoupling economic growth from material and energy consumption. To realize PMPP, appropriate planning of a product life cycle (design of life cycle) is indispensable in addition to the traditional environmental conscious design methodologies. For supporting the design of a life cycle, this paper proposes a life-cycle simulation system that consists of a life-cycle simulator, an optimizer, a model editor, and knowledge bases. The simulation system evaluates product life cycles from an integrated view of environmental consciousness and economic profitability and optimizes the life cycles. A case study with the simulation system illustrates that the environmental impacts can be reduced drastically without decreasing corporate profits by appropriately combining maintenance, reuse and recycling, and by taking into consideration that optimized modular structures differ according to life-cycle options.

Design by analogy is a powerful part of the design process across the wide variety of modalities used by designers such as linguistic descriptions, sketches, and diagrams. We need tools to support people's ability to find and use analogies. A deeper understanding of the cognitive mechanisms underlying design and analogy is a crucial step in developing these tools. This paper presents an experiment that explores the effects of representation within the modality of sketching, the effects of functional models, and the retrieval and use of analogies. We find that the level of abstraction for the representation of prior knowledge and the representation of a current design problem both affect people's ability to retrieve and use analogous solutions. A general semantic description in memory facilitates retrieval of that prior knowledge. The ability to find and use an analogy is also facilitated by having an appropriate functional model of the problem. These studies result in a number of important implications for the development of tools to support design by analogy. Foremost among these implications is the ability to provide multiple representations of design problems by which designers may reason across, where the verb construct in the English language is a preferred mode for these representations.

Conceptual design seeks to deliver design concepts that implement desired functions. Function and behavior are two dominant terms used in the research of this design phase. However, there are still some fundamental ambiguities and confusions over their representation, which have greatly hindered the interchange of research ideas and the development of design synthesis strategies. For conceptual design of mechanical products specifically, this paper attempts to clarify these ambiguities. It classifies function as purpose function and action function and relates them to the different levels of design hierarchy and abstraction. It distinguishes between semantic and syntactic representations of function and behavior and summarizes basic representation schemes. It also proposes an input–output action transformation scheme for semantic function representation and an input–output flow of action scheme for semantic behavior representation. Based on these discoveries, a refined framework is proposed for conceptual mechanical product design, where a function–decomposition–mapping process is elaborated to demonstrate the necessities and usefulness of the presented work.

Biomimetic, or biologically inspired, design uses analogous biological phenomena to develop solutions for engineering problems. Several instances of biomimetic design result from personal observations of biological phenomena. However, many engineers' knowledge of biology may be limited, thus reducing the potential of biologically inspired solutions. Our approach to biomimetic design takes advantage of the large amount of biological knowledge already available in books, journals, and so forth, by performing keyword searches on these existing natural-language sources. Because of the ambiguity and imprecision of natural language, challenges inherent to natural language processing were encountered. One challenge of retrieving relevant cross-domain information involves differences in domain vocabularies, or lexicons. A keyword meaningful to biologists may not occur to engineers. For an example problem that involved cleaning, that is, removing dirt, a biochemist suggested the keyword “defend.” Defend is not an obvious keyword to most engineers for this problem, nor are the words defend and “clean/remove” directly related within lexical references. However, previous work showed that biological phenomena retrieved by the keyword defend provided useful stimuli and produced successful concepts for the clean/remove problem. In this paper, we describe a method to systematically bridge the disparate biology and engineering domains using natural language analysis. For the clean/remove example, we were able to algorithmically generate several biologically meaningful keywords, including defend, that are not obviously related to the engineering problem. We developed a method to organize and rank the set of biologically meaningful keywords identified, and confirmed that we could achieve similar results for two other examples in encapsulation and microassembly. Although we specifically address cross-domain information retrieval from biology, the bridging process presented in this paper is not limited to biology, and can be used for any other domain given the availability of appropriate domain-specific knowledge sources and references.

Modern industry is concerned about extending the lifetime of its critical processes and maintaining them only when required. Significant aspects of these trends include the ability to diagnose impending failures, prognosticate the remaining useful lifetime of the process and schedule maintenance operations so that uptime is maximized. Prognosis is probably the most difficult of the three issues leading to condition-based maintenance (CBM). This paper attempts to address this challenging problem with intelligence-oriented techniques, specifically dynamic wavelet neural networks (DWNNs). DWNNs incorporate temporal information and storage capacity into their functionality so that they can predict into the future, carrying out fault prognostic tasks. Such fundamental issues as the network structure, learning algorithms, stability analysis, uncertainty management, and performance assessment are studied in a theoretical framework. An example is presented in which a trained DWNN successfully prognoses a defective bearing with a crack in its inner race.

Constraint sets can become inconsistent in different contexts. For example, during a configuration session the set of customer requirements can become inconsistent with the configuration knowledge base. Another example is the engineering phase of a configuration knowledge base where the underlying constraints can become inconsistent with a set of test cases. In such situations we are in the need of techniques that support the identification of minimal sets of faulty constraints that have to be deleted in order to restore consistency. In this paper we introduce a divide and conquer-based diagnosis algorithm (FastDiag) that identifies minimal sets of faulty constraints in an overconstrained problem. This algorithm is specifically applicable in scenarios where the efficient identification of leading (preferred) diagnoses is crucial. We compare the performance of FastDiag with the conflict-directed calculation of hitting sets and present an in-depth performance analysis that shows the advantages of our approach.

Design space exploration is a long-standing focus in computational design research. Its three main threads are accounts of designer action, development of strategies for amplification of designer action in exploration, and discovery of computational structures to support exploration. Chief among such structures is the design space, which is the network structure of related designs that are visited in an exploration process. There is relatively little research on design spaces to date. This paper sketches a partial account of the structure of both design spaces and research to develop them. It focuses largely on the implications of designers acting as explorers.

One of the main difficulties with configuration problem solving lies in the representation of the domain knowledge because many different aspects, such as taxonomy, topology, constraints, resource balancing, component generation, etc., have to be captured in a single model. This model must be expressive, declarative, and structured enough to be easy to maintain and to be easily used by many different kind of reasoning algorithms. This paper presents a new framework where a configuration problem is considered both as a classification problem and as a constraint satisfaction problem (CSP). Our approach deeply blends concepts from the CSP and object-oriented paradigms to adopt the strengths of both. We expose how we have integrated taxonomic reasoning in the constraint programming schema. We also introduce new constrained variables with nonfinite domains to deal with the fact that the set of components is previously unknown and is constructed during the search for solution. Our work strongly focuses on the representation and the structuring of the domain knowledge, because the most common drawback of previous works is the difficulty to maintain the knowledge base that is due to a lack of structure and expressiveness of the knowledge representation model. The main contribution of our work is to provide an object-oriented model completely integrated in the CSP schema, with inheritance and classification mechanisms, and with specific arc consistency algorithms.

The design studio has been, and will probably continue to be, the cornerstone of design education. Its major feature is the one-on-one desk critique (crit), in which student and teacher discuss the student's work in progress on a regular and frequent basis. The studio is a learning by doing environment, and the crit is the setting in which students acquire design skills and knowledge, under the guidance of the teacher. Design teachers are usually practitioners who receive no pedagogical training, and the effectiveness of their teaching depends on experience, awareness, and talent. Here we offer a detailed qualitative and quantitative representation of the crit through analyses of three case studies, which were collected in second-year architectural studios. We use two types of protocol analysis methods: coding of verbalizations and linkography, which looks at links among verbalizations. We show the diversity in teachers' performance and point to common trends. We propose that analyses of this kind may serve as a major feedback instrument in the framework of a badly needed pedagogical basis for design education.

Biomimetics involves transfer from one or more biological examples to a technical system. This study addresses four questions. What are the essential steps in a biomimetic process? What is transferred? How can the transferred knowledge be structured in a way useful for biologists and engineers? Which guidelines can be given to support transfer in biomimetic design processes? In order to identify the essential steps involved in carrying out biomimetics, several procedures found in the literature were summarized, and four essential steps that are common across these procedures were identified. For identification of mechanisms for transfer, 20 biomimetic examples were collected and modeled according to a model of causality called the SAPPhIRE model. These examples were then analyzed for identifying the underlying similarity between each biological and corresponding analogue technical system. Based on the SAPPhIRE model, four levels of abstraction at which transfer takes place were identified. Taking into account similarity, the biomimetic examples were assigned to the appropriate levels of abstraction of transfer. Based on the essential steps and the levels of transfer, guidelines for supporting transfer in biomimetic design were proposed and evaluated using design experiments. The 20 biological and analogue technical systems that were analyzed were similar in the physical effects used and at the most abstract levels of description of their functionality, but they were the least similar at the lowest levels of abstraction: the parts involved. Transfer most often was carried out at the physical effect level of abstraction. Compared to a generic set of guidelines based on the literature, the proposed guidelines improved design performance by about 60%. Further, the SAPPhIRE model turned out to be a useful representation for modeling complex biological systems and their functionality. Databases of biological systems, which are structured using the SAPPhIRE model, have the potential to aid biomimetic concept generation.

This paper summarizes various aspects of identifying and applying biological analogies in engineering design using a natural-language approach. To avoid the immense as well as potentially biased task of creating a biological database specifically for engineering design, the chosen approach searches biological knowledge in natural-language format, such as books and papers, for instances of keywords describing the engineering problem. Strategies developed to facilitate this search are identified, and how text descriptions of biological phenomena are used in problem solving is summarized. Several application case studies are reported to illustrate the approach. The value of the natural-language approach is demonstrated by its ability to identify relevant biological analogies that are not limited to those entered into a database specifically for engineering design.