Skip to main content
Log in

ICCP: A heuristic process planning method for personalized product configuration design

  • Published:
Applied Intelligence Aims and scope Submit manuscript

Abstract

Product personalization, a popular topic of Industry 4.0, requires enterprises to develop customer-centric products in a cost-efficient way. To achieve this goal, a personalized product configuration design that divides a product into multiple modules and instantiates them in parallel has been proposed and proven to be an effective method. However, the complex coupling relationships between component instances and their adaptability to individual requirements directly affect configuration design efficiency and accuracy, which requires reasonable instantiation process planning. Thus, this paper proposes a heuristic process planning method for personalized product configuration design. It first defines the personalized product configuration unit (PPCU) that encapsulates module information and design knowledge, avoiding repeated knowledge retrieval in the instantiation. Using the relevant data contained in the PPCU, a characteristic quantification method (CQM) is proposed to measure the coupling characteristics and adaptability characteristics of the PPCU. Taking characteristic values as input, the proposed heuristic approach, which simulates the crystallization growth process at imbalanced temperatures (ICCP), is applied to configuration design process planning to quickly identify appropriate instantiation sequences. In addition, the novel decoupling strategy we proposed considers the time-coupling ratio and the deformation workload expectation to split the strongly coupled PPCU group. Comprehensive performance experiments on a real dataset and an application experiment on personalized elevator design are conducted. The results verify that our method can achieve the configuration design with the highest planning efficiency and best design configuration result compared to five state-of-the-art methods, especially in the configuration design of complexly structured personalized products.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1
Fig. 2
Fig. 3
Fig. 4
Fig. 5
Fig. 6
Fig. 7
Fig. 8
Fig. 9
Fig. 10
Fig. 11
Fig. 12
Fig. 13
Fig. 14
Fig. 15

Similar content being viewed by others

Availability of data and material

All data generated or analyzed during this study are included in this paper.

Code availability

We have provided the relevant Github links in the paper.

References

  1. Berry C, Wang H, Hu SJ (2013) Product architecting for personalization. J Manuf Syst 32(3):404–411

    Article  Google Scholar 

  2. Cai C, Xiao R, Yang P (2010) The method for analysing and disposing of functional interaction in axiomatic design. Proceedings of the Institution of Mechanical Engineers, Part C: Journal of Mechanical Engineering Science 224(2):401–409

    Google Scholar 

  3. Cheng X, Xiao R, Wang H (2018) A method for coupling analysis of association modules in product family design. J Eng Des 29(6):327–352

    Article  Google Scholar 

  4. Chiu CC, Lai CM, Chen CM (2023) An evolutionary simulation-optimization approach for the problem of order allocation with flexible splitting rule in semiconductor assembly. Appl Intell 53(3):2593–2615

    Article  Google Scholar 

  5. Dai Z, Scott MJ (2007) Product platform design through sensitivity analysis and cluster analysis. J Intell Manuf 18:97–113

    Article  Google Scholar 

  6. Dennis A, Wixom BH, Roth RM (2008) Systems analysis and design. John wiley & sons

  7. Dong M, Yang D, Su L (2011) Ontology-based service product configuration system modeling and development. Expert Syst Appl 38(9):11770–11786

    Article  Google Scholar 

  8. Dou R, Zong C, Nan G (2016) Multi-stage interactive genetic algorithm for collaborative product customization. Knowl-Based Syst 92:43–54

    Article  Google Scholar 

  9. Felfernig A, Hotz L, Bagley C, Tiihonen J (2014) Knowledge-based configuration: from research to business cases. Newnes

  10. Haug A, Hvam L, Mortensen NH (2010) A layout technique for class diagrams to be used in product configuration projects. Comput Ind 61(5):409–418

    Article  Google Scholar 

  11. Hossein Nia Shavaki F, Jolai F (2021) A rule-based heuristic algorithm for joint order batching and delivery planning of online retailers with multiple order pickers. Appl Intell 51:3917–3935

    Article  Google Scholar 

  12. Hotz L, Felfernig A, Stumptner M, Ryabokon A, Bagley C, Wolter K, et al. (2014) Configuration knowledge representation and reasoning. PhD thesis, Morgan Kaufmann Amsterdam

  13. Hu SJ, Ko J, Weyand L, ElMaraghy HA, Lien TK, Koren Y, Bley H, Chryssolouris G, Nasr N, Shpitalni M (2011) Assembly system design and operations for product variety. CIRP Ann 60(2):715–733

    Article  Google Scholar 

  14. Kosztyán ZT (2015) Exact algorithm for matrix-based project planning problems. Expert Syst Appl 42(9):4460–4473

    Article  Google Scholar 

  15. Lee CH, Chen CH, Lin C, Li F, Zhao X (2019) Developing a quick response product configuration system under industry 4.0 based on customer requirement modelling and optimization method. Appl Sci 9(23):5004

  16. Lee J, Han S (2010) Knowledge-based configuration design of a train bogie. J Mech Sci Technol 24:2503–2510

    Article  Google Scholar 

  17. Levandowski CE, Jiao JR, Johannesson H (2015) A two-stage model of adaptable product platform for engineering-to-order configuration design. J Eng Des 26(7–9):220–235

    Article  Google Scholar 

  18. Li X, Gao L, Wang W, Wang C, Wen L (2019) Particle swarm optimization hybridized with genetic algorithm for uncertain integrated process planning and scheduling with interval processing time. Comput Ind Eng 135:1036–1046

    Article  Google Scholar 

  19. Liu Q, Li X, Gao L (2021) Mathematical modeling and a hybrid evolutionary algorithm for process planning. J Intell Manuf 32:781–797

    Article  Google Scholar 

  20. McDermott J (1982) R1: a rule-based configurer of computer systems. Artificial intelligence 19(1):39–88

    Article  Google Scholar 

  21. Mittal S, Frayman F (1989) Towards a generic model of configuraton tasks. IJCAI, Citeseer 89:1395–1401

    Google Scholar 

  22. Park J, Shin D (2007) A product platform development method using qfd. International Design Engineering Technical Conferences and Computers and Information in Engineering Conference 48078:949–958

    Google Scholar 

  23. Rogers JL (1990) Knowledge-based tool for decomposing complex design problems. J Comput Civ Eng 4(4):298–312

    Article  MathSciNet  Google Scholar 

  24. Shao Z, Shao W, Pi D (2020) Effective constructive heuristic and metaheuristic for the distributed assembly blocking flow-shop scheduling problem. Appl Intell 50:4647–4669

    Article  Google Scholar 

  25. Sharman DM, Yassine AA (2004) Characterizing complex product architectures. Syst Eng 7(1):35–60

    Article  Google Scholar 

  26. Shuyou Z, Wenqi G, Zili W, Lemiao Q, Huifang Z (2021) A heuristic configuration solving process planning method for mechanical product configuration by imitating the crystal crystallization process. Int J Adv Manuf Technol 116(1–2):611–628

    Article  Google Scholar 

  27. Sollow E (1987) Assessing the maintainability of xcqn-in-rime: coping with the problems of a very large rule-base. Proceedings of the sixth National conference on Artificial intelligence 2:824–829

    Google Scholar 

  28. Song Q, Ni Y, Ralescu DA (2021) Product configuration using redundancy and standardisation in an uncertain environment. Int J Prod Res 59(21):6451–6470

    Article  Google Scholar 

  29. Spinner M (1989) Improving project management skills and techniques. Pearson College Division

  30. Su JCY, Chen SJG, Lin L (2003) A structured approach to measuring functional dependency and sequencing of coupled tasks in engineering design. Comput Ind Eng 45(1):195–214

    Article  Google Scholar 

  31. Suh ES, Furst MR, Mihalyov KJ, Weck Od (2010) Technology infusion for complex systems: a framework and case study. Syst Eng 13(2):186–203

    Article  Google Scholar 

  32. Sun L, An J, Yu H (2016) The application of design structure matrix optimization method based on genetic algorithm. 2016 International Conference on Communications. Atlantis Press, Information Management and Network Security, pp 271–273

    Google Scholar 

  33. Tan C, Hu SJ, Chung H, Barton K, Piya C, Ramani K, Banu M (2017) Product personalization enabled by assembly architecture and cyber physical systems. CIRP Ann 66(1):33–36

    Article  Google Scholar 

  34. Tan C, Chung H, Barton K, Hu SJ, Freiheit T (2020) Incorporating customer personalization preferences in open product architecture design. J Manuf Syst 56:72–83

    Article  Google Scholar 

  35. Tirkolaee EB, Aydın NS, Ranjbar-Bourani M, Weber GW (2020) A robust bi-objective mathematical model for disaster rescue units allocation and scheduling with learning effect. Comput Ind Eng 149:106790

    Article  Google Scholar 

  36. Tirkolaee EB, Goli A, Weber GW (2020) Fuzzy mathematical programming and self-adaptive artificial fish swarm algorithm for just-in-time energy-aware flow shop scheduling problem with outsourcing option. IEEE Trans Fuzzy Syst 28(11):2772–2783

    Article  Google Scholar 

  37. Tseng M, Jiao R, Wang C (2010) Design for mass personalization. CIRP Ann 59(1):175–178

    Article  Google Scholar 

  38. Wang P, Gong Y, Xie H, Liu Y (2016) Somedgra: a case retrieval method for machine tool product configuration design. J Mech Sci Technol 30:3283–3293

    Article  Google Scholar 

  39. Yassine A, Falkenburg D, Chelst K (1999) Engineering design management: an information structure approach. Int J Prod Res 37(13):2957–2975

    Article  Google Scholar 

  40. Yu YW, Deng YM, Lu W, Nee A (2015) Analysis of mechanical systems with adaptable functions for the evaluation of functional coupling and component importance. Int J Adv Manuf Technol 76:1449–1458

    Article  Google Scholar 

  41. Zeng F, Jin Y (2007) Study on product configuration based on product model. Int J Adv Manuf Technol 33:766–771

  42. Zhang X, Ma S, Chen S (2019) Healthcare process modularization using design structure matrix. Adv Eng Inform 39:320–330

  43. Zheng P, Xu X, Yu S, Liu C (2017) Personalized product configuration framework in an adaptable open architecture product platform. J Manuf Syst 43:422–435

    Article  Google Scholar 

  44. Zheng P, Yu S, Xu X (2017) A personalized attribute determination process in a cloud-based adaptable product configurator. In: International manufacturing science and engineering conference, American society of mechanical engineers, vol 50749, p V003T04A024

  45. Zhou F, Ji Y, Jiao RJ (2013) Affective and cognitive design for mass personalization: status and prospect. J Intell Manuf 24:1047–1069

    Article  Google Scholar 

Download references

Acknowledgements

This work was supported by the National Natural Science Foundation of China (52375271), the Natural Science Foundation of Zhejiang Province (LY23E050011), and Pioneer and Leading Goose R &D Program of Zhejiang (2022C01051).

Funding

All authors certify that they have no affiliations with or involvement in any organization or entity with any financial interest or non-financial interest in the subject matter or materials discussed in this manuscript.

Author information

Authors and Affiliations

Authors

Contributions

Conceptualization: Kerui Hu, Lemiao Qiu; Methodology: Kerui Hu; Formal analysis and investigation: Naiyu Fang; Writing - original draft preparation: Zili Wang; Writing - review and editing: Shuyou Zhang; Supervision: Shuyou Zhang.

Corresponding author

Correspondence to Lemiao Qiu.

Ethics declarations

Consent to Publish

Authors consent to publish this article.

Additional information

Publisher's Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Appendix A: Figure

Appendix A: Figure

Fig. 16
figure 16

Three-dimensional model of the elevator and the involved PPCUs

Fig. 17
figure 17

Directed relationship graph of PPCUs

Fig. 18
figure 18

The functions and details of the elevator design system

Fig. 19
figure 19

The page of the PPCU sequence planning submodule

Rights and permissions

Springer Nature or its licensor (e.g. a society or other partner) holds exclusive rights to this article under a publishing agreement with the author(s) or other rightsholder(s); author self-archiving of the accepted manuscript version of this article is solely governed by the terms of such publishing agreement and applicable law.

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Hu, K., Qiu, L., Zhang, S. et al. ICCP: A heuristic process planning method for personalized product configuration design. Appl Intell 53, 30887–30910 (2023). https://doi.org/10.1007/s10489-023-05186-z

Download citation

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s10489-023-05186-z

Keywords

Navigation