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Lecture Notes in Mechanical Engineering Jürgen Gausemeier Franz Josef Rammig Wilhelm Schäfer Editors Design Methodology for Intelligent Technical Systems Develop Intelligent Technical Systems of the Future Lecture Notes in Mechanical Engineering Forfurthervolumes: http://www.springer.com/series/11236 AboutthisSeries Lecture Notes in Mechanical Engineering (LNME) publishes the latest develop- mentsinMechanicalEngineering-quickly,informallyandwithhighquality.Orig- inal research reported in proceedings and post-proceedings represents the core of LNME. Also considered for publication are monographs, contributed volumes and lecture notesof exceptionallyhigh quality and interest. Volumespublishedin LNMEembraceallaspects,subfieldsandnewchallengesofmechanicalengineer- ing.Topicsintheseriesinclude: • EngineeringDesign • MachineryandMachineElements • MechanicalStructuresandStressAnalysis • AutomotiveEngineering • EngineTechnology • AerospaceTechnologyandAstronautics • NanotechnologyandMicroengineering • Control,Robotics,Mechatronics • MEMS • TheoreticalandAppliedMechanics • DynamicalSystems,Control • FluidMechanics • EngineeringThermodynamics,HeatandMassTransfer • Manufacturing • PrecisionEngineering,Instrumentation,Measurement • MaterialsEngineering • TribologyandSurfaceTechnology · Jürgen Gausemeier Franz Josef Rammig Wilhelm Schäfer Editors Design Methodology for Intelligent Technical Systems Develop Intelligent Technical Systems of the Future ABC Editors JürgenGausemeier WilhelmSchäfer ProductEngineering SoftwareEngineering HeinzNixdorfInstitute HeinzNixdorfInstitute UniversityofPaderborn UniversityofPaderborn Paderborn Paderborn Germany Germany FranzJosefRammig DesignofDistributedEmbeddedSystems HeinzNixdorfInstitute UniversityofPaderborn Paderborn Germany ISSN2195-4356 ISSN2195-4364 (electronic) ISBN978-3-642-45434-9 ISBN978-3-642-45435-6 (eBook) DOI10.1007/978-3-642-45435-6 SpringerHeidelbergNewYorkDordrechtLondon LibraryofCongressControlNumber:2013956527 (cid:2)c Springer-VerlagBerlinHeidelberg2014 Thisworkissubjecttocopyright.AllrightsarereservedbythePublisher,whetherthewholeorpartof thematerialisconcerned,specificallytherightsoftranslation,reprinting,reuseofillustrations,recitation, broadcasting,reproductiononmicrofilmsorinanyotherphysicalway,andtransmissionorinformation storageandretrieval,electronicadaptation,computersoftware,orbysimilarordissimilarmethodology nowknownorhereafterdeveloped.Exemptedfromthislegalreservationarebriefexcerptsinconnection with reviews or scholarly analysis or material supplied specifically for the purpose of being entered and executed on a computer system, for exclusive use by the purchaser of the work. Duplication of this publication or parts thereof is permitted only under the provisions of the Copyright Law of the Publisher’slocation,initscurrentversion,andpermissionforusemustalwaysbeobtainedfromSpringer. PermissionsforusemaybeobtainedthroughRightsLinkattheCopyrightClearanceCenter.Violations areliabletoprosecutionundertherespectiveCopyrightLaw. Theuseofgeneraldescriptivenames,registerednames,trademarks,servicemarks,etc.inthispublication doesnotimply,evenintheabsenceofaspecificstatement,thatsuchnamesareexemptfromtherelevant protectivelawsandregulationsandthereforefreeforgeneraluse. Whiletheadviceandinformationinthisbookarebelievedtobetrueandaccurateatthedateofpub- lication,neithertheauthorsnortheeditorsnorthepublishercanacceptanylegalresponsibilityforany errorsoromissionsthatmaybemade.Thepublishermakesnowarranty,expressorimplied,withrespect tothematerialcontainedherein. Printedonacid-freepaper SpringerispartofSpringerScience+BusinessMedia(www.springer.com) Preface TheCollaborativeResearchCentre614"Self-OptimizingConceptsandStructures in Mechanical Engineering",funded from 2002 to 2013 by the German Research Foundation(DFG)hasfocusedvanguardproductsforfuturemarketsthatarechar- acterizedbythecloseinteractionofmechatronicswithinformationandcommuni- cationtechnology.TheCRC614combinesthegreateststrengthsoftheUniversity of Paderbornand the Heinz Nixdorf Institute, the symbiosis of computer science, engineering and mathematics. This is visible by the strong expertise in the field of mechatronicsin conjunction with optimization. Our focus was on mechatronic systemswithinherentpartialintelligencethathavecognitivefunctions. Our vision has been a design methodology for such systems. The CRC 614 has been pursuing the long-term aim of opening up the active paradigm of self- optimizationfor mechanicalengineeringand also enablingothersto developself- optimizingsystems. Facinga largespanofaspectsandissues,an interdisciplinary working group was funded – the interest group self-optimization (IG SO) – to bringtogetherthemanythoughtsandbasicconceptsandintegrateit intoa design methodologyforself-optimizingsystems.Thepresentbooksummarizestheresults of eleven yearsof research.It is one of two booksthat were created at the end of theCRC 614.Thebook“DependabilityofSelf-optimizingMechatronicSystems” focuseson tools and methodsto ensure the dependabilityof these systems during developmentandrun-time. TheresultsoftheCRC614representamajormilestoneonthewaytointelligent technicalsystems. While youare readingthe presentbook,we are in the midstof thedevelopmentofconceptsandmethodsinfollow-onprojectsforexampleforthe industry4.0.Pleasecontactus,ifyouhaveanyquestionsorcontributionstodiscuss. Furthermorewewouldliketoinviteyoutoourvirtualexhibitionandtoexploreour CRC614interactively(www.sfb614.de/en). YourCRC-Team Paderborn, Prof.Dr.-Ing.JürgenGausemeier October2013 SpeakeroftheCollaborativeResearchCentre614 Acknowledgements ThisbookwaswrittenwithinthecontextoftheCollaborativeResearchCenter614 "Self-OptimizingConceptsandStructuresin MechanicalEngineering",whichhas beenfundedbytheDeutscheForschungsgemeinschaft(DFG). It is testimony for the exemplary interdisciplinary collaboration and the team spirit.InthenameofallmembersoftheCRC 614wewanttothankthemembers oftheinterestgroupself-optimization(IGSO)andtheauthorsaswellasthemany not mentioned discussion partner, without whom the book would not have been. SpecialthankstoMrs.Dipl.-Wirt.-Ing.MareenVaßholz,whowascoordinatingthe developmentofthebook,tothecoordinatoroftheIGSOMr.Dipl.-Inform.Oliver SudmannaswellastoDr.ThomasDitzingerandhisteamfromSpringer-Verlag. Contents 1 TheParadigmofSelf-optimization.............................. 1 1.1 FromMechatronicstoIntelligentTechnicalSystems........... 2 1.2 IntroductiontoSelf-optimization ........................... 5 1.3 ArchitectureofSelf-optimizingSystems ..................... 8 1.3.1 StructureofSelf-optimizingMechatronicSystems..... 8 1.3.2 Operator-Controller-Module ....................... 10 1.4 Self-optimizationinIntelligentTechnicalSystems............. 12 1.4.1 Model-BasedSelf-optimization..................... 12 1.4.2 Behavior-OrientedSelf-optimization ................ 16 1.4.3 Self-optimizationbyReconfiguration................ 19 1.5 StructureofThisBook.................................... 22 References.................................................... 23 2 ExamplesofSelf-optimizingSystems ............................ 27 2.1 RailTechnology–RailCab ................................ 27 2.1.1 Self-optimizingOperatingPointControl ............. 29 2.1.2 intelligentDriveModule(iDM)..................... 33 2.1.3 ActiveGuidanceModule .......................... 36 2.1.4 ActiveSuspensionModule......................... 38 2.1.5 HybridEnergyStorageSystem(HES) ............... 42 2.1.6 CrosslinkedTestBenches.......................... 46 2.1.7 ConvoyMode ................................... 49 2.2 MiniatureRobotBeBot ................................... 50 2.2.1 BasicVehicle.................................... 50 2.2.2 ExtensionModules ............................... 51 2.2.3 OperatingSystem ................................ 53 2.2.4 ImplementingSelf-XProperties .................... 54 2.3 X-by-WireTestVehicle ................................... 56 2.3.1 VehicleDynamics ................................ 57 2.3.2 Self-optimizingIntegratedVehicle-DynamicsControl.. 58 References.................................................... 61 X Contents 3 DevelopmentofSelf-optimizingSystems ......................... 65 3.1 DesignMethodologyforSelf-optimizingSystems............. 66 3.2 Domain-SpanningConceptualDesign ....................... 69 3.3 Domain-SpecificDesignandDevelopment................... 74 3.3.1 MechanicalEngineering........................... 76 3.3.2 ControlEngineering .............................. 78 3.3.3 SoftwareDevelopment ............................ 82 3.3.4 ElectricalandElectronicEngineering................ 88 3.3.5 (Sub)systemIntegration ........................... 91 3.3.6 Interactionof the Domains in the Design and Development .................................... 93 3.4 Self-optimizingDevelopmentProcess ....................... 96 3.4.1 FrameworkofaSelf-optimizingDevelopment Process ......................................... 96 3.4.2 SystematicPlanningofSynchronizations............. 105 References.................................................... 113 4 MethodsfortheDomain-SpanningConceptualDesign ............ 117 4.1 SpecificationTechniqueCONSENSfortheDescriptionof Self-optimizingSystems .................................. 119 4.2 SoftwareSupportfortheSpecificationofthePrinciple Solution ................................................ 127 4.3 ConsistencyAnalysisofApplicationScenarios ............... 129 4.4 DesignoftheSystemofObjectives ......................... 133 4.5 DesignFrameworkfortheIntegrationofCognitiveFunctions BasedonSolutionPatterns ................................ 139 4.5.1 SystemsAnalysis ................................ 139 4.5.2 FunctionalDescription ............................ 141 4.5.3 SolutionSelection................................ 143 4.5.4 SystemsSpecification............................. 147 4.6 ProductStructuringforSelf-optimizingSystems .............. 154 4.7 EarlyProbabilisticReliabilityAnalysisBasedonthePrinciple Solution ................................................ 162 4.8 EvaluationoftheEconomicEfficiency ...................... 171 References.................................................... 180 5 MethodsfortheDesignandDevelopment........................ 183 5.1 AutomaticModelTransformationandSynchronization......... 186 5.1.1 ExampleScenario ................................ 186 5.1.2 DerivingInitialDomain-SpecificModelsfromthe SystemModel ................................... 188 5.1.3 SynchronizingModelsduringtheDomain-Specific RefinementPhase ................................ 193 5.2 SoftwareDesign ......................................... 197 5.2.1 ComponentModel................................ 198 Contents XI 5.2.2 DecomposeCommunicationRequirements ........... 199 5.2.3 Real-TimeCoordinationPatterns ................... 200 5.2.4 DiscreteBehavior ................................ 210 5.2.5 SimulationofHybridBehavior ..................... 220 5.2.6 SpecificationofDeployment ....................... 221 5.2.7 IntegrationofSelf-healingBehavior................. 221 5.2.8 CodeGeneration ................................. 222 5.3 SystemOptimization ..................................... 222 5.3.1 Set-OrientedMultiobjectiveOptimization ............ 224 5.3.2 HierarchicalMultiobjectiveOptimization ............ 229 5.3.3 HierarchicalModelingofMechatronicSystems ....... 232 5.3.4 ParametricMultiobjectiveOptimization.............. 236 5.3.5 ComputationofRobustParetoPoints................ 237 5.3.6 OptimalControlofMechanicalandMechatronic Systems ........................................ 239 5.3.7 MotionPlanningwithMotionPrimitives ............. 244 5.3.8 HierarchicalHybridPlanning ...................... 246 5.3.9 StatisticalPlanning ............................... 250 5.3.10 BehaviorPlanninginNondeterministicEnvironment... 253 5.3.11 FIPAConformCross-DomainCommunication........ 257 5.3.12 PreparingSolutionPattern"HybridPlanning"......... 261 5.4 DynamicReconfiguration ................................. 265 5.4.1 Fine-GrainedReconfigurableArchitectures........... 265 5.4.2 Coarse-GrainedReconfigurableArchitectures......... 267 5.4.3 Modelling....................................... 267 5.4.4 DesignMethodsforDynamicReconfigurable Systems ........................................ 271 5.4.5 PlatformsandApplications ........................ 279 5.5 SystemSoftware......................................... 291 5.5.1 ArchitectureforSelf-optimizingOperatingSystems.... 293 5.5.2 Self-optimizedFlexibleResourceManagement ....... 297 5.5.3 Self-optimizationintheOperatingSystem............ 299 5.5.4 HierarchicalFlexibleResourceManager ............. 305 5.6 VirtualPrototyping....................................... 310 5.6.1 VirtualPrototypesandVirtualEnvironments.......... 311 5.6.2 AutomaticModelLinking ......................... 313 5.6.3 VisualizationAgents.............................. 320 5.6.4 VirtualTestBench................................ 330 References.................................................... 337 6 SummaryandOutlook ........................................ 351 Index ............................................................ 353

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