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浙江大学学报(工学版)  2020, Vol. 54 Issue (11): 2179-2189    DOI: 10.3785/j.issn.1008-973X.2020.11.013
机械工程     
基于传动可供性评价的机械系统方案设计方法
萨日娜1,2,3(),张树有2,裘乐淼2,张利春3
1. 内蒙古工业大学 机械工程学院,内蒙古 呼和浩特 010051
2. 浙江大学 机械工程学院,浙江 杭州 310027
3. 康力电梯股份有限公司,江苏 苏州 215213
Schematic design of mechanism system based on transmission affordance evaluation
Sarina1,2,3(),Shu-you ZHANG2,Le-miao QIU2,Li-chun ZHANG3
1. Institute of Mechanical Engineering, Inner Mongolia University of Technology, Hohhot 010051, China
2. Institute of Mechanical Engineering, Zhejiang University, Hangzhou 310027, China
3. Canny Elevator Co. Ltd, Suzhou 215213, China
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摘要:

针对基于功能的设计方法无法将非功能性作用融入机械系统方案设计阶段的问题,提出传动可供性评价的机械系统方案设计方法. 给出传动可供性定义;构建设计需求、传动类型、传动元件、传动可供性的关联关系模型;以设计需求为统一颜色、传动类型为个人颜色、传动件为元素、传动可供性为约束、传动可供性性质为约束统一颜色,建立机械传动系统多色模型. 通过设计需求与传动类型、传动类型与传动件围道推理及合取规则,获得传动类型组合方案粗糙集. 考虑机械传动件约束统一颜色评估为设计准则,以功能可供性信息量最小、非功能可供性理想度最大为综合评价目标,建立传动元件配置优化多目标0-1线性规划模型. 借助跳跃路径二进制位置更新机制和多样性测度维护的布谷鸟算法求解最优传动系统配置方案. 以实例验证该方法的有效性.

关键词: 传动系统方案设计传动可供性多色集合布谷鸟算法    
Abstract:

A novel schematic design method of mechanism transmission system based on transmission affordance evaluation was presented aiming at the problem that the function-based design method cannot integrate non-functional impact into the schematic design stage of the mechanical transmission system. Firstly, the definition of transmission affordance was given. An association model was constructed to demonstrate the relationship of design requirement, transmission type, transmission part and transmission affordance. Then, the association model was represented by polychromatic sets theory, through viewing design requirements as uniform color, transmission type as individual color, transmission part as element, transmission affordance as constraint uniform, and feature of transmission affordance as constraint uniform. The transmission type combination schemes’ rough set was obtained by two kinds of contour reasoning and conjunctive rules inference based on the association model. One kind of contour reasoning was the reasoning between design requirements and transmission type, and the other was the reasoning between trainsmission type and transmission part. Additionally, a multi-objective zero one linear programming model for optimal configuration of transmission components was developed, considering the uniform color evaluation of mechanical transmission constraints as a design criterion. The purpose of the design criterion was to minimize the functional affordance information, and maximize the non-functional ideal degree. Finally, the optimal transmission system configuration scheme was solved by the improved Cuckoo algorithm that utilizing skip path binary location update mechanism and diversity measure. The effectiveness of the proposed method was verified by an example.

Key words: transmission system    schematic design    transmission affordance    polychromatic set    Cuckoo search algorithm
收稿日期: 2019-12-30 出版日期: 2020-12-15
CLC:  TH 122  
基金资助: 国家自然科学基金资助项目(51765052,51405247);内蒙古自然科学基金资助项目(2020LH05009);江苏省成果转化专项资金资助项目(BA2018083)
作者简介: 萨日娜(1981—),女,副教授,从事产品数字化设计、产品方案设计理论研究. orcid.org/0000-0002-1778-1144. E-mail: srnnmg@163.com
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引用本文:

萨日娜,张树有,裘乐淼,张利春. 基于传动可供性评价的机械系统方案设计方法[J]. 浙江大学学报(工学版), 2020, 54(11): 2179-2189.

Sarina,Shu-you ZHANG,Le-miao QIU,Li-chun ZHANG. Schematic design of mechanism system based on transmission affordance evaluation. Journal of ZheJiang University (Engineering Science), 2020, 54(11): 2179-2189.

链接本文:

http://www.zjujournals.com/eng/CN/10.3785/j.issn.1008-973X.2020.11.013        http://www.zjujournals.com/eng/CN/Y2020/V54/I11/2179

图 1  减速器机械传动系统设计因素关联关系
标记 S O V F
Ch1 a1箱体 a2轴承 箱体变形引起轴承轴向卡死 ?
Ch2 a1箱体 a2轴承 轴承不对中 ?
Cb1 a1箱体 a2轴承 支撑 +
Ch3 a3 a2轴承 轴热膨胀引起轴承轴向卡死 ?
Ch4 a3 a2轴承 轴承不对中 ?
Cb2 a2轴承 a3 支撑 +
Ch5 a3 a4齿轮 轴变形引起齿轮偏载 ?
Ch6 a3 a4齿轮 齿轮轴向载荷承载 ?
Ch7 a4齿轮 a4齿轮 齿轮振动 ?
Ch8 a4齿轮 a4齿轮 齿轮啮合传动引起齿轮之间
非正确啮合
?
Ch9 a2轴承 Ov环境 轴承滚动体的滚动引起
碰撞轴承噪声
?
Ch10 a4齿轮 Ov环境 噪声 ?
表 1  齿轮箱传动可供性分析
图 2  基于传动可供性的机械传动系统多色模型
图 3  基于传动可供性评价的传动件多目标配置模型
图 4  布谷鸟位置编码
图 5  传动件多目标配置流程
F1 F2 F3 F4 F5 F6 F7 F8 F9 F10 F11 F12 F13 F14
f1 1 0 0 1 0 1 0 1 0 0 0 1 1 0
f2 1 0 0 1 1 1 0 1 1 0 0 1 1 0
$\vdots$
f11 1 0 0 1 1 0 0 0 0 1 0 1 0 0
f12 1 0 0 0 1 1 0 0 0 1 0 0 0 0
表 2  传动类型和设计需求围道矩阵
f1 f2 f3 f4 f5 f6 f7 f8 f9 f10 f11 f12
a1 1 1 0 0 0 0 0 0 0 0 0 0
$\vdots $
a12 0 0 0 0 0 0 0 0 0 1 1 1
$\vdots $
a26 1 0 0 1 1 1 1 1 0 0 0 0
$\vdots $
a32 1 1 0 1 1 1 1 1 1 0 0 0
表 3  传动件与传动类型围道矩阵
编号 规格 D0 /mm (I) W0 /mm (I) Cr/kN (I) Cor/kN (I) ng /(r·min?1) (I) Itot V
输入轴 1 6204-ZN 47(0.7584) 14(4.0947) 12.8(2.5728) 6.65(2.9961) 14000(1.4406) 12.9406 6.2
$\vdots $
5 32004 42(1.6022) 15(3.3980) 25.0(1.2594) 28.20(0.4741) 8500(2.1605) 10.6827 92.0
中间轴 6 NJ2207E 72(1.6096) 23(2.8646) 57.5(1.8169) 63.00(1.3001) 7500(0.2227) 7.8139 46.0
$\vdots $
10 6307-2Z/VA208 80(0.8496) 21(3.5864) 35.1(2.7213) 19.00(3.3061) 350(4.8210) 15.2844 114.0
输出轴 11 61911 80(1.8211) 13(2.6034) 15.9(4.5710) 13.20(4.9921) 7500(0.2227) 14.2104 182.0
$\vdots $
15 22312 EK 130(0.0000) 46(0.1240) 325.0(0.0000) 335.00(0.0000) 4000(1.1659) 1.2898 6.2
表 4  轴承候选规格、传动功能可供性信息量及单价
传动可供性 箱体 轴承 齿轮 环境 有害关系数
箱体 ? Cb5 Cb1Cb2 ? ? 2
? ? Cb4 Cb3 Ch4 2
轴承 ? Cb3 Cb7 ? Ch3 3
齿轮 ? Cb6 ? Cb8 Ch5 2
表 5  减速器组件传动可供性约束及有害关系数
编号 候选规格 非功能可供性 L
不对中性 低跳动性 高刚度性 低摩擦性 配置可调 PB /% PH /%
输入轴 1 6204-ZN ? +++ +++ ? 77.8 22.2 3.5
$\vdots $
5 32004 ? ++ + 83.3 16.7 5.0
中间轴 6 NJ2207E ? ++ ++ +++ ? 77.8 22.2 3.5
$\vdots $
10 6307-2Z/VA208 ? +++ +++ ? 77.8 22.2 3.5
输出轴 11 61911 ? +++ +++ ? 77.8 22.2 3.5
$\vdots $
15 22312 EK +++ ++ +++ ? 90.0 10.0 9.0
表 6  轴承候选规格非功能可供性评价与理想度
图 6  改进布谷鸟算法和改进NSGAⅡ算法求解方案对比
图 7  不同非功能可供性理想度下得到的轴承选配方案
图 8  不同成本约束下的候选规格配置方案
图 9  本研究方法与不考虑非功能可供性理想度方法配置方案
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