A parameter-extended case-based reasoning method based on a functional basis for automated experiential reasoning in mechanical product designs

Abstract

The mechanical product design process involves much experiential reasoning which relies extensively on accumulated experience knowledge and ambiguous synthetic decision of experts (ASDE). This makes it hard to achieve the automated, intelligent and rapid design of mechanical products. Furthermore, due to the lack of consideration of experts' cognition of product functions and structures in the application of the current case-based reasoning (CBR) method in the field of automated experiential reasoning (AER), the parameter solving process is separated from ASDE. Aiming at improving the accuracy and intelligence level of AER in mechanical product design, this paper proposed a parameter-extended CBR (PECBR) method based on a functional basis by integrating ASDE into AER. The PECBR method mainly contains two parts: firstly, in order to acquire and quantitatively describe expert experiential knowledge to provide an effective basis for AER, a knowledge representation method integrating a function-flow-parameter matrix set (FFP-MS) using functional bases and a parameter experiential correlation matrix (PEC-M) extracted from FFP-MS were presented for mechanical products, where the FFP-MS characterized the operation of function and energy flow during the working process of products. An acquisition rule for FFP-MS was designed to extract the degree of correlation between each two parameters, in which the implicit knowledge hiding among functions, flows and parameters was mined to form PEC-M; secondly, to cope with the difficulty in integrating ASDE into AER, a feature-weighted case adaptation (FCA) method was proposed by adopting a presented weighted kernel support vector machine (WK-SVM) and dynamic particle swarm optimization (DPSO). The FCA method can achieve the intelligent and automated solving of product parameters through identifying PEC-M during the case adaptation process. Two case studies on two-stage reducers and corn huskers were carried out to demonstrate the validity of the PECBR method. Compared with other conventional CBR methods, PECBR method can derive a more accurate value of parameters in mechanical product designs especially in the case of limited similar cases.