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研究生: 陳佳宏
Chen, Chia-Hung
論文名稱: 基於功能屬性之通用問題與解答模式: 自動辨識解答之發明原則和趨勢
A Function-Attribute based Generic Problem and Solution Modeling : Automatic Identification of Solution Principles and Trends
指導教授: 許棟樑
口試委員: 吳英秦
陳建宏
鄧志堅
宋明弘
學位類別: 博士
Doctor
系所名稱: 工學院 - 工業工程與工程管理學系
Department of Industrial Engineering and Engineering Management
論文出版年: 2011
畢業學年度: 99
語文別: 中文
論文頁數: 197
中文關鍵詞: 萃智問題模式問題特性陣列解答陣列功能與屬性為基礎演化趨勢
外文關鍵詞: TRIZ, Problem Model, Problem Characteristics Array, Solution Array, Attribute and Function Based, Trend of Evolution
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  • 傳統上,萃智理論(又稱為發明問題解決理論)是基於邏輯推理來辨識機會和解決問題。除此之外,不同的萃智工具有不同的問題表達模式,且沒有統一的方式來表達問題。故本研究提出問題特性陣列可以統一問題表達模式、以解答陣列充分表達在萃智理論背景的解答。依據萃智原理“相同類型問題有相類似的答案或可利用相似的流程解決”,故本研究以功能與屬性為基礎問題特性陣列與解答陣列的方式,可以模式化萃智問題的解題流程,此解題流程也可以被視為分類問題。經由本研究解題流程,藉由數理化的演算法計算,可自動搜尋萃智理論的通用解答,而不依賴於人類的知識和經驗,透過數理的計算方式可以成功辨識合適的發明原則與相關演化趨勢的解答。
    本研究的貢獻含:1) 建立問題特性陣列和解答陣列,成功整合和統一的問題和解答表達方式。因此,允許平行地蒐集的問題解答的資料庫,與問題與問題解答之間相似程度;2) 啟用電腦輔助自動辨識相關的演化趨勢和發明原則;3) 導入數理的計算至傳統萃智理論中,在未來可以使用很多的分類工具來辨識萃智解答模式;4) 提供不需要依靠主觀經驗與知識的辨識解答模式。


    Traditionally, TRIZ (Theory of Inventive Problem Solving) is based on logical reasoning to identify opportunity and solve problems. In addition, different TRIZ tools have different ways of problem modeling representations. There was no unified model to represent problems. This research proposed a form of unified problem model, in terms of Problem Characteristic Array (PCA), and a form of Solution Array(SA) to fully represent a problem with its solutions in the context of TRIZ problem solving characteristics. With the proposed function-attributed based Problem Characteristic Array and Solution Array, the research was able to model the TRIZ problem solving process from PCA to SA as similarity problems based on the TRIZ concept of “Like problem like solution”. The process of identifying model of solution can also be regarded as classification problems. In this way, searching of TRIZ generic solutions can be automatically done by computational algorithms without relying on human knowledge and experience. The approach was successfully tested with good performance by using mathematical computation to identify proper Inventive Principles and relevant trends for generic solutions.
    The contributions of this research include: 1) Establishing a Problem Characteristic Array and Solution Array enabling an integrated and unified representation of heterogeneous problems and solutions thus allowing parallel collections of problem-Solution database and similarity rating between problems and their solutions; 2) Enable the capability of computer-aided automatic identification of relevant Trends and Inventive Principles for problem solving; 3) Introducing mathematical computation into otherwise traditional logical TRIZ. This open up the possibility to use many classification tools to identify TRIZ model of solutions in the future; 4) Providing objective identification of model of solution without relying on subjective experience and knowledge.

    中文摘要 II ABSTRACT III 致謝 IV 圖目錄 VII 表目錄 VIII 略語表 IX 第一章 緒論 1 1.1 研究背景 1 1.2 研究動機 2 1.3 本研究的整體觀 2 1.4 研究目的 3 1.5 成果與貢獻 4 1.6 論文架構 4 第二章 文獻探討 5 2.1 TRIZ簡介及應用 5 2.2 功能屬性分析 8 2.2.1 屬性 9 2.2.2 功能 9 2.3 衝突矩陣 11 2.3.1 三十九個工程參數 11 2.3.2 四十個發明原則 12 2.3.3 Matrix 2003與Matrix 2010 13 2.4 衝突矩陣的適用性 13 2.5 相似係數 14 2.6 演化趨勢 15 第三章 研究方法 18 3.1 本研究解題模式流程 18 3.2 本研究建議屬性與功能之間關係理論 20 3.3 問題解決特性陣列 22 3.4 研究步驟 26 3.4.1 以參數衝突為基礎PCA解題模式建構 26 3.4.2 以屬性與功能為基礎PCA解題模式建構 40 第四章 案例驗證 52 4.1 以參數衝突為基礎PCA解題流程案例驗證 52 4.1.1 工程參數與發明原則的修訂 52 4.1.2 專利案例庫驗證-K疊交叉驗證法 59 4.2 以屬性與功能為基礎PCA解題模式案例驗證 60 4.2.1 本研究31個演化趨勢標準化結果 61 4.2.2 測試案例驗證結果 62 第五章 結論與未來研究方向 97 5.1 結論 97 5.2 未來研究方向 98 參考文獻 99 附件一:屬性列表(許棟樑&黃鈺婷(2010)與本研究整理) 105 附件二:功能列表(本研究整理) 113 附錄三:K-FOLD交叉驗證法詳細資料 115 附錄四:演化趨勢標準化結果 133 附錄五:演化趨勢案例列表 152

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