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Seven observations and research questions about Open Design and Open Source Hardware 关于开放设计和开源硬件的七个观察和研究问题
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-19 DOI: 10.1017/dsj.2021.14
J. Bonvoisin, R. Mies, J. Boujut
Abstract ‘Openness’ is one of the key concepts brought forward by postindustrial narratives questioning the modern repartition of roles between industries and customers. In these narratives, citizen participation in design and intellectual property management based on open source principles are the promise of more sustainable production models. In this context, openness in product design and development has been the object of growing interest and experimentation from academia, businesses and grassroots communities. As a result, numerous concepts emerged that attempt to grasp the essence of this phenomenon, unfortunately leading to overlapping, conflicting or speculative depictions. In this article, we share the understanding we gained throughout 6 years of research on Open Design and Open Source Hardware and attempt to make the difference between myths and facts. We depict an enthusiastic but realistic picture of Open Design and Open Source Hardware practices as we could observe them and deliver a structured framework to situate concepts and their differences. From this, we share seven observations leading to seven corresponding research questions and establish a research agenda to stimulate further investigations into this socially relevant and potentially ground-breaking phenomenon.
“开放性”是后工业时代提出的关键概念之一,质疑现代工业和消费者之间的角色重新划分。在这些叙述中,基于开源原则的公民参与设计和知识产权管理是更可持续的生产模式的承诺。在这种背景下,产品设计和开发的开放性一直是学术界、企业和基层社区越来越感兴趣和实验的对象。因此,出现了许多试图抓住这一现象本质的概念,不幸的是导致重叠,冲突或推测的描述。在这篇文章中,我们分享了我们在6年的开放设计和开源硬件研究中获得的理解,并试图在神话和事实之间做出区分。我们描绘了一幅热情而现实的开放设计和开源硬件实践的图景,因为我们可以观察它们,并提供一个结构化的框架来定位概念及其差异。由此,我们分享了七个观察结果,导致七个相应的研究问题,并建立了一个研究议程,以激发对这一与社会相关且可能具有开创性的现象的进一步调查。
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引用次数: 3
Strategic robustness in bi-level system-of-systems design 双层系统的系统设计中的策略鲁棒性
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-12 DOI: 10.1017/dsj.2022.2
Jordan L. Stern, Ambrosio Valencia-Romero, P. Grogan
Abstract Robust designs protect system utility in the presence of uncertainty in technical and operational outcomes. Systems-of-systems, which lack centralized managerial control, are vulnerable to strategic uncertainty from coordination failures between partially or completely independent system actors. This work assesses the suitability of a game-theoretic equilibrium selection criterion to measure system robustness to strategic uncertainty and investigates the effect of strategically robust designs on collaborative behavior. The work models interactions between agents in a thematic representation of a mobile computing technology transition using an evolutionary game theory framework. Strategic robustness and collaborative solutions are assessed over a range of conditions by varying agent payoffs. Models are constructed on small world, preferential attachment and random graph topologies and executed in batch simulations. Results demonstrate that systems designed to reduce the impacts of coordination failure stemming from strategic uncertainty also increase the stability of the collaborative strategy by increasing the probability of collaboration by partners; a form of robustness by environment shaping that has not been previously investigated in design literature. The work also demonstrates that strategy selection follows the risk dominance equilibrium selection criterion and that changes in robustness to coordination failure can be measured with this criterion.
摘要在技术和操作结果存在不确定性的情况下,稳健的设计可以保护系统的实用性。缺乏集中管理控制的系统中的系统很容易受到部分或完全独立的系统参与者之间协调失败带来的战略不确定性的影响。这项工作评估了博弈论均衡选择标准用于衡量系统对战略不确定性的稳健性的适用性,并研究了战略稳健性设计对协作行为的影响。该工作使用进化博弈论框架,在移动计算技术转型的主题表示中对代理之间的交互进行建模。战略稳健性和协作解决方案是通过不同的代理报酬在一系列条件下进行评估的。模型是在小世界、优先附件和随机图拓扑结构上构建的,并在批量模拟中执行。结果表明,旨在减少战略不确定性导致的协调失败影响的系统也通过增加合作伙伴合作的可能性来提高合作战略的稳定性;一种通过环境塑造的鲁棒性形式,以前在设计文献中没有研究过。该工作还表明,策略选择遵循风险主导均衡选择标准,并且可以用该标准来衡量对协调失败的稳健性变化。
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引用次数: 2
Understanding the motivations for open-source hardware entrepreneurship 了解开源硬件创业的动机
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-11 DOI: 10.1017/dsj.2021.15
Zhuoxuan Li, W. Seering, Maria C. Yang, Charles E. Eesley
Abstract Having upended the traditional software development, which historically was centred exclusively on proprietary, copyright-protected code, open-source has now entered the physical artefact world. In doing so, it has started to change not only how physical products are designed and developed, but also the commercialisation process. In recent years, authors have witnessed entrepreneurs intentionally choosing not to patent their product design and technologies but instead licencing the designs and technologies under open-source licences. The entrepreneurs share their product designs online with their community – people who congregated due to the shared interests in products’ technology or project’s social objectives. Founding a startup firm without excluding others from using their own invention is not a common practice. Therefore, there is reason to ask if this choice a strategic decision or irrational action due to short-sightedness or extreme altruism? Conducting interviews with 65 founders, we grounded a framework explaining that the driver of going open is a result of both intrinsic and extrinsic factors. In addition, we observed the change of identities over time among the entrepreneurs. We hope to use this paper as a pilot study of this emerging socio-technological phenomenon, which is understudied relative to the proprietary product commercialisation process.
开放源代码颠覆了传统的软件开发模式,这种模式在历史上完全以专有的、受版权保护的代码为中心,现在它已经进入了物理人工制品的世界。在此过程中,它不仅开始改变实体产品的设计和开发方式,还改变了商业化过程。近年来,作者们目睹了一些企业家故意选择不为他们的产品设计和技术申请专利,而是在开源许可下对设计和技术进行许可。企业家们在网上与他们的社区分享他们的产品设计——人们因为对产品技术或项目的社会目标有共同的兴趣而聚集在一起。创业公司不排除他人使用自己的发明是不常见的做法。因此,我们有理由问,这种选择是一种战略决策,还是出于短视或极端利他主义的非理性行为?通过对65位创始人的采访,我们建立了一个框架,解释了开放的驱动力是内在和外在因素的结果。此外,我们还观察到企业家身份随时间的变化。我们希望将本文作为对这一新兴社会技术现象的试点研究,这一现象相对于专有产品商业化过程的研究不足。
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引用次数: 5
Exploring barriers for the use of FEA-based variation simulation in industrial development practice 探索在工业发展实践中使用基于有限元分析的变异模拟的障碍
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-11 DOI: 10.1017/dsj.2021.21
T. Nerenst, M. Ebro, Morten Nielsen, T. Eifler, K. L. Nielsen
Abstract Over the last decades, finite element analysis (FEA) has become a standard tool in industrial product development, allowing for virtual analysis of designs, quick turnaround times and prompt implementation of results. Although academic research also provides numerous approaches for evaluating a product’s robustness towards geometrical, material and load variations based on FEA analyses, this, however, stands in striking contrast to the limited use of these FEA-based variation simulations in industry. In order to bridge the existing gap between academic research and industrial application, this paper explores the barriers that limit the adoption of FEA-based variation simulation. The investigation is based on interviews with five lead engineers, followed by a case study that details the underlying technical challenges and allows for some initial suggestions for future solutions. The case study involves a sterile canister with seven geometrical variables. The design objective is to ensure sufficient sealing within the range of expected probabilistic variation. The combined study details the identified main barriers for a wider application, that is, the lack of robust CAD, practical guidelines to select an efficient design of experiments for design purposes, and the complexity of the automated processes. From a technical perspective, the case study results in estimations for main and interaction effects, an accurate metamodel and Monte Carlo simulations of 100,000 samples providing the design engineer with more detailed and actionable insights on the performance of the product compared with the traditional nominal or best/worst case simulations.
在过去的几十年里,有限元分析(FEA)已经成为工业产品开发的标准工具,允许对设计进行虚拟分析,快速周转时间和迅速实施结果。尽管学术研究也提供了许多基于有限元分析来评估产品对几何、材料和载荷变化的稳健性的方法,然而,这与这些基于有限元分析的变化模拟在工业中的有限使用形成鲜明对比。为了弥合学术研究与工业应用之间存在的差距,本文探讨了限制采用基于有限元的变分仿真的障碍。调查是基于对五位首席工程师的采访,然后是一个案例研究,详细说明了潜在的技术挑战,并为未来的解决方案提供了一些初步建议。案例研究涉及一个无菌罐与七个几何变量。设计目标是确保在预期概率变化范围内具有足够的密封性。联合研究详细说明了广泛应用的主要障碍,即缺乏强大的CAD,为设计目的选择有效实验设计的实用指南,以及自动化过程的复杂性。从技术角度来看,案例研究的结果是对主要和交互效应的估计,准确的元模型和100,000个样本的蒙特卡罗模拟,与传统的标称或最佳/最差情况模拟相比,为设计工程师提供了更详细和可操作的产品性能见解。
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引用次数: 4
Uncertainty quantification and reduction using Jacobian and Hessian information 利用雅可比和黑森信息量化和减少不确定性
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-11 DOI: 10.1017/dsj.2021.20
Josefina Sánchez, K. Otto
Abstract Robust design methods have expanded from experimental techniques to include sampling methods, sensitivity analysis and probabilistic optimisation. Such methods typically require many evaluations. We study design and noise variable cross-term second derivatives of a response to quickly identify design variables that reduce response variability. We first compute the response uncertainty and variance decomposition to determine contributing noise variables of an initial design. Then we compute the Hessian second-derivative matrix cross-terms between the variance-contributing noise variables and proposed design change variables. Design variable with large Hessian terms are those that can reduce response variability. We relate the Hessian coefficients to reduction in Sobol indices and response variance change. Next, the first derivative Jacobian terms indicate which design variable can shift the mean to maintain a desired nominal target value. Thereby, design changes can be proposed to reduce variability while maintaining a targeted nominal value. This workflow finds changes that improve robustness with a minimal four runs per design change. We also explore further computation reductions achieved through compounding variables. An example is shown on a Stirling engine where the top four variance-contributing tolerances and design changes identified through 16 Hessian terms generated a design with 20% less variance.
鲁棒设计方法已经从实验技术扩展到包括抽样方法、灵敏度分析和概率优化。这种方法通常需要多次评估。我们研究了设计变量和噪声变量的响应的交叉项二阶导数,以快速识别减少响应可变性的设计变量。我们首先计算响应不确定性和方差分解,以确定初始设计的贡献噪声变量。然后,我们计算方差贡献噪声变量和设计变更变量之间的Hessian二阶导数矩阵交叉项。具有大黑森项的设计变量是那些可以减少响应变异性的设计变量。我们将Hessian系数与Sobol指数的降低和响应方差的变化联系起来。接下来,一阶导数雅可比项表明哪个设计变量可以移动平均值以保持期望的标称目标值。因此,可以提出设计变更以减少可变性,同时保持目标标称值。此工作流程通过每次设计更改最少运行四次来发现改进健壮性的更改。我们还探讨了通过复合变量实现的进一步计算减少。在斯特林发动机上展示了一个例子,其中通过16个黑森术语确定的前四个方差贡献公差和设计更改生成了方差减少20%的设计。
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引用次数: 1
Towards Mass Individualisation: setting the scope and industrial implication 走向大众个性化:范围设定与产业含义
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-05 DOI: 10.1017/dsj.2021.18
R. K. Sikhwal, P. Childs
Abstract Within the last few years, a need for renewed product personalisation has been observed in some markets such as consumer electronics, fashion to meet the exact demands of the customers. Product customisation emphasises the fulfilment of explicit requirements of a defined market segment, but product individualisation targets at satisfying the particular needs of a customer. Mass Individualisation (MI) is a new product design approach comprising of an open hardware platform and multiple modules to be integrated with the platform. It gives freedom to end-users to integrate different modules into the platform as per their choice. Technological and strategic integration of all actors involved in the design process is the primary focus of this research. This paper identifies key areas which need to be focussed on to realise this approach and convert it into an industrial practice by an explorative study of existing product design and customisation approaches. An industrial survey was conducted, and results for the industrial implication and insights on this approach are presented. The findings show that the end product from product design for MI will be more creative and innovative by the networking of all actors, and offers more individualised and technologically advanced products.
摘要在过去的几年里,在一些市场,如消费电子、时尚等,人们观察到了对新产品个性化的需求,以满足客户的确切需求。产品定制强调满足特定细分市场的明确要求,但产品个性化的目标是满足客户的特定需求。大规模个性化(MI)是一种新的产品设计方法,包括一个开放的硬件平台和与该平台集成的多个模块。它允许最终用户根据自己的选择将不同的模块集成到平台中。设计过程中所有参与者的技术和战略整合是本研究的主要重点。本文通过对现有产品设计和定制方法的探索性研究,确定了实现这种方法并将其转化为工业实践所需关注的关键领域。进行了一项行业调查,并给出了该方法的行业含义和见解。研究结果表明,通过所有参与者的网络,MI产品设计的最终产品将更具创造性和创新性,并提供更个性化和技术先进的产品。
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引用次数: 10
A meta-synthesis of the use of activity theory in design for sustainable behaviour 活动理论在可持续行为设计中的综合应用
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-05 DOI: 10.1017/dsj.2021.17
Wanjun Chu, W. Glad, R. Wever
Abstract Over the past decade, the field of design for sustainable behaviour (DfSB) has gained a growing amount of research interest. However, as the field evolves, new challenges also arise. A suitable unit of analysis is needed to contextualize users’ behaviour issues in a broader socio-cultural and long-term perspective. This paper explores the use of activity theory (AT) as a potential lens for guiding empirical analysis and design exploration in DfSB. By employing a meta-synthesis approach, we systematically search and synthesize existing studies that adopted AT in design for sustainability. Key findings show that AT’s principles and theoretical implications are especially useful for helping design researchers frame and address DfSB challenges. We argue that by taking activity as the unit of analysis, the AT lens can enable researchers to incorporate users’ dynamic, multi-level and complex activity systems into DfSB considerations.
在过去的十年中,可持续行为设计(DfSB)领域获得了越来越多的研究兴趣。然而,随着该领域的发展,新的挑战也出现了。需要一个合适的分析单元,从更广泛的社会文化和长期的角度来分析用户的行为问题。本文探讨了活动理论(AT)作为指导DfSB实证分析和设计探索的潜在视角的使用。通过采用综合方法,我们系统地搜索和综合了在可持续性设计中采用AT的现有研究。关键发现表明,AT的原理和理论含义对于帮助设计研究人员构建和解决DfSB挑战特别有用。我们认为,通过将活动作为分析单位,AT镜头可以使研究人员将用户的动态、多层次和复杂的活动系统纳入DfSB考虑。
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引用次数: 0
An approach for the quantitative description of uncertainty to support robust design in sensing technology 一种支持传感技术稳健设计的不确定性定量描述方法
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-10-05 DOI: 10.1017/dsj.2021.19
P. Welzbacher, Fiona Schulte, Marcel Neu, Y. Koch, E. Kirchner
Abstract Sensing machine elements offer the potential to upgrade conventional machine elements by extending their primary function to be able to measure a quantity of interest at its point of origin in a technical system, the so-called in situ measurement. To ensure the functionality of these next generation machine elements, special attention must be paid to uncertainty in terms of modelling to be able to correctly evaluate the provided signal and obtain reliable information. Consequently, this contribution describes an approach to classify uncertainty in sensing technology, especially in SMEs, based on the amount of available information, which can be used as a point of departure to reduce the impact of occurring uncertainty to improve the robustness of the obtained signal. Starting from the understanding of uncertainty and the corresponding classification scheme as well as its linkage to robust design from the Collaborative Research Centre 805, a quantitative model is presented to determine the impact of uncertainty on a measuring signal. The applicability of the proposed approach is demonstrated using the example of a sensing timing belt by taking into account the uncertainty from the SME itself and also from the surrounding technical system.
传感机器元件提供了升级传统机器元件的潜力,通过扩展其主要功能,能够在技术系统的原点测量感兴趣的数量,即所谓的原位测量。为了确保这些下一代机器元件的功能,必须特别注意建模方面的不确定性,以便能够正确评估所提供的信号并获得可靠的信息。因此,本贡献描述了一种基于可用信息量对传感技术中的不确定性进行分类的方法,特别是在中小企业中,这可以作为一个出发点,以减少发生的不确定性的影响,以提高获得的信号的鲁棒性。从不确定度的概念、分类方案及其与稳健设计的联系出发,提出了一个定量模型来确定不确定度对测量信号的影响。通过考虑到中小企业本身以及周围技术系统的不确定性,以传感同步带为例证明了所提出方法的适用性。
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引用次数: 5
A computational simulation-based framework for estimating potential product impact during product design 一种基于计算模拟的框架,用于评估产品设计过程中潜在的产品影响
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-09-13 DOI: 10.1017/dsj.2021.16
Christopher S. Mabey, Andrew Armstrong, C. Mattson, J. Salmon, N. Hatch, E. Dahlin
Abstract The impact of engineered products is a topic of concern in society. Product impact may fall under the categories of economic, environmental or social impact, with the last category defined as the effect of a product on the day-to-day life of people. Design teams lack sufficient tools to estimate the social impact of products, and the combined impacts of economic, environmental and social impacts for the products they are designing. This paper aims to provide a framework for the estimation of product impact during product design. To estimate product impact, models of both the product and society are required. This framework integrates models of the product, scenario, society and impact into an agent-based model to estimate product impact. Although this paper demonstrates the framework using only social impact, the framework can also be applied to economic or environmental impacts individually or all three concurrently. Agent-based modelling has been used previously for product adoption models, but it has not been extended to estimate product impact. Having tools for impact estimation allows for optimising the product design parameters to increase the potential positive impact and reduce potential negative impact.
工程产品的影响是社会关注的一个话题。产品影响可以分为经济、环境或社会影响,最后一类定义为产品对人们日常生活的影响。设计团队缺乏足够的工具来评估产品的社会影响,以及他们正在设计的产品的经济、环境和社会影响的综合影响。本文旨在为产品设计过程中的产品影响评估提供一个框架。为了估计产品的影响,需要产品和社会的模型。该框架将产品、场景、社会和影响的模型集成到一个基于代理的模型中,以评估产品的影响。虽然本文仅使用社会影响来演示该框架,但该框架也可以单独或同时应用于经济或环境影响。基于代理的建模以前已用于产品采用模型,但尚未扩展到评估产品影响。使用影响评估工具可以优化产品设计参数,以增加潜在的积极影响并减少潜在的负面影响。
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引用次数: 3
Integrated approach enabling robust and tolerance design in product concept development 在产品概念开发中实现稳健和公差设计的集成方法
IF 2.4 Q1 Arts and Humanities Pub Date : 2021-09-02 DOI: 10.1017/dsj.2021.13
S. Goetz, Philipp Kirchner, B. Schleich, S. Wartzack
Abstract Along with the ever-increasing customer demands, early consideration of variation in terms of robust design is important to avoid expensive iterations in the product development. However, existing methods are detached from the development process and can therefore only be applied at a late stage or only with comprehensive expert knowledge. Especially in the concept stage, where the geometry of a product is not yet defined and the optimisation potential is high, effective solution proposals for systematic consideration of variation are lacking. Therefore, this paper describes a new integrated approach facilitating robust and tolerance design in the concept stage. The novelty of the approach using ontologies and graph-based visualisation is the close linkage of product development and tolerance knowledge, which allows automation and helps to avoid time- and cost-intensive iteration loops. As a result, a robust and tolerance-compliant concept design, an initial qualitative tolerance specification and instructions for the further tolerancing process are already available at the end of the concept stage. The applicability and the benefits of the approach are illustrated by representative case studies and a user study allowing a critical comparison between the conventional, mostly subjective procedure and the presented approach.
摘要随着客户需求的不断增长,在鲁棒性设计方面尽早考虑变化对于避免产品开发中昂贵的迭代是非常重要的。然而,现有的方法与开发过程是分离的,因此只能在后期阶段或只有全面的专家知识才能应用。特别是在概念阶段,产品的几何形状尚未定义,优化潜力很高,缺乏系统考虑变化的有效解决方案建议。因此,本文描述了一种新的集成方法,便于在概念阶段进行鲁棒性和公差设计。使用本体和基于图形的可视化方法的新颖之处在于产品开发和公差知识的紧密联系,这允许自动化,并有助于避免时间和成本密集的迭代循环。因此,在概念阶段结束时,已经可以获得稳健且符合公差要求的概念设计,初始定性公差规范和进一步公差过程的说明。代表性的案例研究和一项用户研究说明了该方法的适用性和益处,该研究允许对传统的、主要是主观的程序和所提出的方法进行批判性比较。
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引用次数: 0
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Design Science
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