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On integrated modularization in heavy-duty truck architecting
KTH, School of Industrial Engineering and Management (ITM), Machine Design (Dept.).ORCID iD: 0000-0003-3131-4048
2021 (English)Doctoral thesis, comprehensive summary (Other academic)
Abstract [en]

Road transports face increasing challenges with respect to safety, legislations on lower emissions and traffic congestion, as well as numerous business challenges related to paradigm shifts in technology, tightened delivery times and cost constraints. Combination of truck electrification and automation may be utilized to address some of these issues. Electrified and autonomous transport vehicles may be characterized as Cyber-Physical Systems (CPS). A drawback with CPS is the extensive increase of technical complexity, which introduce new challenges to Systems Engineering (SE). The added complexity is preferably targeted in the product architecting development stage of SE. 

Product architecting involves conceptual system design, module identification (clustering) and product layout design. A product architecture is the interrelation between physical components and their function, i.e. their purpose. Product architectures can be categorized as being modular, hybrid or integral. A modular architecture is a strategic means to deliver external variety and internal commonality. Modular subsystems enable concurrent development and modularization is, thus, a structured method to manage technical complexity. In this thesis, a new clustering-based methodology and process for heavy-duty truck modularization that integrates technical complexity, company business strategies and physical interference is proposed.  The main hypothesis behind the  presented research is that computer-based product architecture clustering analysis benefit from a quantitative complexity measure, as well as means to represent (model) and communicate product architecture related complexity. A variety of industrial cases of heavy-duty truck subsystems are used to describe the proposed methodology and to verify its performance, i.e. how well the proposed methodology and process supports the SE process. All investigated subsystems  contains synergistic configurations of mechanical, electrical and software technologies, i.e. they may be characterized as CPS. 

The presented research concludes that the proposed modularization methodology and process is capable of supporting the SE process by improving the quality of the module identification stage, by adding business strategies and physical interference to product architecture clustering. Moreover, it is confirmed that the new methodology is both scalable and flexible, allowing the consequences of different architectural trade-offs to be analyzed independently or combined depending on purpose. Furthermore, the newly developed architectural representations showed to make architectural discussions in general and modularity discussion in particular with and between domain experts efficient. Finally, the case studies clearly shows that the clustering results depend on the relative weights of the different types of component relations that are represented in the product architecture DSM (Design Structure Matrix). However, the importance of these weights are reduced when multiple business strategic and physical interference constraints are introduced.

Abstract [sv]

Vägtransporter står inför ökade samhällsutmaningar med avseende på säkerhet, lagkrav gällande lägre utsläpp, trafikstockningar, samt affärsutmaningar relaterat till ett paradigmskifte i teknik, kortare leveranstider och kostnadsbesparingar. Lastbilselektrifiering och automation kan användas för att lösa några av dessa problem. Elektrifierade och autonoma transportfordon kan kännetecknas som cyberfysiska system, förkortat CPS. En nackdel med CPS är den avsevärt ökade tekniska komplexiteten, vilket introducerar nya utmaningar till Systems Engineering, förkortat SE. Den ökade tekniska komplexiteten kan företrädesvis hanteras under utvecklingen av produktens arkitektur inom SE.

Utvecklingen av en produktarkitektur består av följande steg; konceptuell systemkonstruktion, identifiering av moduler (klustringsanalys) och utformning av produktlayouten. En produktarkitektur är sambandet mellan fysiska komponenter och deras funktion, d.v.s. deras syfte. Produktarkitekturer kan kategoriseras som modulära, hybrider eller integrerade. Huvudsyftet med en modulär arkitektur är att möjliggöra en yttre variation och samtidigt inre enhetlighet. Modulära delsystem möjliggör parallell utveckling och modularisering kan därför ses som en strukturerad metod för att hantera teknisk komplexitet. I den här avhandlingen föreslås en ny klustringsbaserad metod och process för modularisering av tunga lastbilar som integrerar teknisk komplexitet, företagsspecifika affärsstrategier och fysisk interferens. Den huvudsakliga hypotesen bakom den presenterade forskningen är att datorbaserad klustringsanalys av produktarkitektur förbättras av ett kvantitativt komplexitetsmått, samt nya sätt att representera (modellera) och kommunicera produktarkitekturrelaterad komplexitet. Ett antal olika industriella fallstudier som behandlar delsystem av tunga lastbilar används för att beskriva den föreslagna metoden och för att verifiera dess prestanda, d.v.s. hur väl den föreslagna metoden och processen stödjer SE-processen. Samtliga undersökta delsystem innehåller samverkande konfigurationer av mekaniska, elektriska och mjukvaruteknologier, d.v.s. de kan kännetecknas som CPS.

Slutsatsen av den presenterade forskningen är att den föreslagna modulariseringsmetoden och processen stödjer SE-processen genom att förbättra kvaliteten under identifieringen av moduler. Detta möjliggörs genom att addera affärsstrategier och fysisk interferens under klustringsanalysen av produktarkitekturen. Utöver det bekräftas även att den nya metoden både är skalbar och flexibel, vilket gör att konsekvenserna av olika arkitekturella avvägningar kan analyseras oberoende eller samtidigt beroende på syfte. Därtill bekräftas att de nyligen utvecklade arkitekturrepresentationerna effektiviserar arkitekturrelaterade diskussioner, och i synnerhet diskussioner gällande modularisering mellan domänexperter. Slutligen visar fallstudierna att klustringsresultaten beror på de relativa vikterna för de olika typerna av komponentrelationer som representeras i en produktarkitektur DSM (Design Structure Matrix). Betydelsen av dessa vikter minskar dock när affärsstrategiska och fysisk interferens begränsningar införs.

Place, publisher, year, edition, pages
Stockholm, Sweden: KTH Royal Institute of Technology, 2021. , p. 167
Series
TRITA-ITM-AVL ; 2021:5
Keywords [en]
Modularization, Module, Product Architecture, Cyber-Physical System
National Category
Other Mechanical Engineering
Research subject
Machine Design
Identifiers
URN: urn:nbn:se:kth:diva-291106ISBN: 978-91-7873-788-8 (print)OAI: oai:DiVA.org:kth-291106DiVA, id: diva2:1532233
Public defence
2021-03-31, https://kth-se.zoom.us/j/64170295653, Stockholm, 10:00 (English)
Opponent
Supervisors
Available from: 2021-03-01 Created: 2021-03-01 Last updated: 2022-09-09Bibliographically approved
List of papers
1. An Approach to Integrated Modularization
Open this publication in new window or tab >>An Approach to Integrated Modularization
2016 (English)In: Procedia CIRP, Elsevier, 2016, p. 613-617Conference paper, Published paper (Refereed)
Abstract [en]

A modular architecture is a strategic means to deliver external variety (to the customers) and internal commonality (to the manufacturing organization). A common view is that a module should be a physical and functional building block, with well-defined and standardized interfaces between modules, and that it should be chosen for company specific reasons. Existing methodologies, such as Modular Function Deployment with the Modular Indication Matrix (MIM) representation of identified company-specific module drivers, can be used to assist the task to identify modules. Other approaches, such as clustering of the Design Structure Matrix product representation, may be used to identify modules from a technical complexity point of view. A new methodology for product modularization that integrates technical complexity and company strategies is proposed in this paper. The core of the presented methodology is to adapt the component-DSM with MIM-strategies, before clustering this hybrid representation with the previously presented IGTA++ clustering algorithm. The proposed methodology is exemplified and logically verified with an industrial test rig modularization case. The modular test rig architecture chosen with the new methodology is shown to have 53% less complexity, as defined by Pugh, compared with the original architecture, and it could potentially reduce the risk of design mistakes, and reduce the development time by up to 70%. It is also estimated that it would be possible to reuse up to 57% of the modules, in future test rig redesign projects, which indicates potentially large savings in cost and development time.

Place, publisher, year, edition, pages
Elsevier, 2016
Keywords
DSM clustering, Modularization, Product architecture, System design, Design, Modular construction, Product design, Systems analysis, Design Structure Matrices, Hybrid representations, Manufacturing organizations, Modular function deployments, Modularizations, Standardized interfaces, Clustering algorithms
National Category
Mechanical Engineering
Identifiers
urn:nbn:se:kth:diva-195464 (URN)10.1016/j.procir.2016.04.152 (DOI)000387666600103 ()2-s2.0-84986631492 (Scopus ID)
Conference
26th CIRP Design Conference, 2016, 15 June 2016 through 17 June 2016
Note

QC 20161128

Available from: 2016-11-28 Created: 2016-11-03 Last updated: 2024-03-18Bibliographically approved
2. Product architecture transition in an evolving multi-brand organisation
Open this publication in new window or tab >>Product architecture transition in an evolving multi-brand organisation
2018 (English)In: Proceedings of International Design Conference, DESIGN, Glasgow, 2018, p. 929-940Conference paper, Published paper (Refereed)
Abstract [en]

A modular architecture is a strategic means to deliver external variety and internal commonality. A methodology for product modularization that integrates complexity and strategies is proposed and logically verified with an industrial case from the heavy truck business area. The case study indicates that the new methodology is capable of identifying and proposing reasonable module candidates that address product complexity as well as company specific strategies.

Place, publisher, year, edition, pages
Glasgow: , 2018
Keywords
Product architecture, Design Structure Matrix (DSM), Variant management, Characteristics and properties
National Category
Other Mechanical Engineering
Research subject
Machine Design
Identifiers
urn:nbn:se:kth:diva-244469 (URN)10.21278/idc.2018.0366 (DOI)2-s2.0-85054955972 (Scopus ID)9789537738594 (ISBN)
Conference
15th International Design Conference, DESIGN 2018; Dubrovnik; Croatia; 21 May 2018 through 24 May
Note

QC 20190316

Available from: 2019-02-21 Created: 2019-02-21 Last updated: 2024-03-18Bibliographically approved
3. The hunt for proper relation weights in product architecture clustering
Open this publication in new window or tab >>The hunt for proper relation weights in product architecture clustering
2018 (English)In: Proceedings of NordDesign 2018, Linköping, Sweden, 14th - 17th August 2018, The Design Society, 2018Conference paper, Published paper (Refereed)
Abstract [en]

A common view is that a module should be a functional building block, with well-defined and standardized interfaces between the modules, and that it should be chosen for company specific reasons. A modular product architecture is a strategic means to deliver external variety and internal commonality. Today, multiple modularisation methodologies exist to support the highly complex task to identify module candidates in the product architecting phase. One methodology is Modular Function Deployment with the Modular Indication Matrix (MIM) representation of company-specific module drivers. Other methodologies, such as Design Structure Matrix (DSM) clustering, may be used to identify modules from a technical complexity point of view. In this paper, the performance of the newly proposed Integrated Modularization Methodology (IMM), which is based on clustering of a strategically adapted DSM, is conceptually verified. The core of the IMM is to transfer company specific module drivers from the MIM into the component-DSM, before clustering this hybrid representation. A re-architecting industrial case, where a truck manufacturer with a unique business strategy had to redesign parts of its modular gearbox architecture to also become a First-Tier OEM-supplier to another large truck manufacturer, is used as test bench. Reverse engineering of the investigated gearbox architecture indicates that the current modules are most likely not only based on technical complexity concerns. They are rather derived from different types of business strategic aspects, e.g. outsourcing. The study also indicates that the IMM is capable of identifying clusters without strategic conflicts, and with the most similar result to the analysed architecture, which is assumed to be based on expert judgements.

Place, publisher, year, edition, pages
The Design Society, 2018
Keywords
Product Architecting, Modularization, Integrated Modularization, DSM, MFD
National Category
Other Mechanical Engineering
Research subject
Machine Design
Identifiers
urn:nbn:se:kth:diva-244472 (URN)2-s2.0-85057192599 (Scopus ID)978-91-7685-185-2 (ISBN)
Conference
NordDesign 2018, Linköping, Sweden, 14th - 17th August 2018
Note

QC 20190412

Available from: 2019-02-21 Created: 2019-02-21 Last updated: 2024-03-18Bibliographically approved
4. Product architecture transition in a modular cyber-physical truck
Open this publication in new window or tab >>Product architecture transition in a modular cyber-physical truck
2019 (English)In: Journal of Computing and Information Science in Engineering, ISSN 1530-9827, E-ISSN 1944-7078, Vol. 19, no 3, article id 031002Article in journal (Refereed) Published
Abstract [en]

A modular product architecture is a strategic means to deliver external variety and internal commonality. In this paper, we propose a new clustering-based method for product modularization that integrates product complexity and company business strategies. The proposed method is logically verified by a studied industrial case, where the architecture of a heavy truck driveline is analyzed in terms of how it has evolved over a couple of decades, due to changed business strategies and the evolution of new technology. The presented case indicates that the new methodology is capable of identifying and proposing reasonable module candidates that address product complexity as well as company-specific strategies. Furthermore, the case study clearly shows that the business strategic reasons for a specific architecture can be found by analyzing how sensitive the clusters are to changes in the module drivers (MD).

Place, publisher, year, edition, pages
American Society of Mechanical Engineers (ASME), 2019
Keywords
business strategy, clustering, complexity, DSM, integrated modularization, MFD, product architecting, Cyber Physical System, Modular construction, Strategic planning, Trucks, Modularizations, Architecture
National Category
Mechanical Engineering
Identifiers
urn:nbn:se:kth:diva-252515 (URN)10.1115/1.4042961 (DOI)000478718200003 ()2-s2.0-85063151382 (Scopus ID)
Note

QC 20190710

Available from: 2019-07-10 Created: 2019-07-10 Last updated: 2024-01-10Bibliographically approved
5. A Hunt For the Hidden Reasons Behind a Product Architecture
Open this publication in new window or tab >>A Hunt For the Hidden Reasons Behind a Product Architecture
2018 (English)In: DS 96: The 20th International DSM Conference, The Design Society , 2018, p. 93-103Conference paper, Published paper (Refereed)
Abstract [en]

A modular product architecture is a strategic means to deliver external variety and internal commonality. In this paper, a heavy duty modular gearbox architecture is represented and analyzed. In focus is re-engineering of hidden technical complexity and business strategy concerns behind an existing product architecture. The architecture of the investigated gearbox is represented and analyzed with a Product Architecture DSM and the Integrated Modularization Method (IMM). Furthermore, a Cluster Match Matrix (CMM) is proposed as a means to compare multiple clustering results. The case study indicates that the IMM methodology and CMM can be used for analyzing and finding the explicit and/or implicit reason for a targeted existing product architecture.

Place, publisher, year, edition, pages
The Design Society, 2018
Keywords
Product Architecting, Integrated Modularization, DSM, MFD, IMM
National Category
Other Mechanical Engineering
Research subject
Machine Design
Identifiers
urn:nbn:se:kth:diva-244473 (URN)2-s2.0-85060640270 (Scopus ID)
Conference
The 20th International DSM Conference
Note

QC 20190306

Available from: 2019-02-21 Created: 2019-02-21 Last updated: 2024-03-18Bibliographically approved
6. Introducing implementation dependent behavior into integrated product architecture clustering
Open this publication in new window or tab >>Introducing implementation dependent behavior into integrated product architecture clustering
2019 (English)In: Proceedings of the 21st International Dependency and Structure Modeling Conference, DSM 2019, The Design Society, 2019, p. 45-55Conference paper, Published paper (Refereed)
Abstract [en]

We propose a new extended version of the previously introduced Integrated Modularization Methodology (IMM) that integrates technical complexity and business strategic concerns when clustering the architecture. The extended IMM (eIMM) adds physical interference and implementation dependent behavior into product architecture clustering. A presently developed battery electric truck is used as a test bench for studying if and how the product architecture DSM and eIMM approach may enable us to identify module candidates that are reasonable trade-offs between technical complexity, business strategies and physical interference. The presented case study indicates that eIMM is able to propose a modular product architecture without conflicting business strategies or intra-modular physical interferences, as well as reasonable module candidates from a technical complexity point of view.

Place, publisher, year, edition, pages
The Design Society, 2019
Keywords
ASM, DSM, Integrated Modularization, MFD, Product architecting
National Category
Mechanical Engineering
Identifiers
urn:nbn:se:kth:diva-265122 (URN)10.35199/dsm2019.9 (DOI)2-s2.0-85075418712 (Scopus ID)
Conference
21st International Dependency and Structure Modeling Conference, DSM 2019; Monterey; United States; 23 September 2019 through 25 September 2019
Note

QC 20191211

Part of ISBN 9781912254064

Available from: 2019-12-11 Created: 2019-12-11 Last updated: 2024-10-25Bibliographically approved
7. Architecting a Modular Battery Electric Truck
Open this publication in new window or tab >>Architecting a Modular Battery Electric Truck
2020 (English)In: ASME 2020 International Design Engineering Technical Conferences and Computers and Information in Engineering Conference., ASME International , 2020, Vol. 9, article id DETC2020-22009Conference paper, Published paper (Refereed)
Abstract [en]

Product architecting involves conceptual system design, module identification (clustering) and product layout design. In this paper, we propose a new extended version of the previously introduced Integrated Modularization Methodology (IMM) that integrates technical complexity and business strategic concerns into product architecture clustering. The extended IMM (eIMM) adds physical interference and implementation dependent behavior into architecture clustering. The proposed method is logically verified by an industrial case, where the architecture of a presently developed battery electric truck is used as a test bench for studying if and how the product architecture DSM and eIMM approaches may enable us to identify module candidates that are reasonable trade-offs between technical complexity, business strategies and physical interferences. The case study indicates that the eIMM is able to propose a modular product architecture with reasonable module candidates from a technical complexity point of view, and without conflicting business strategies or intra-modular physical interferences.

Place, publisher, year, edition, pages
ASME International, 2020
Keywords
Product Architecting, Business Strategy, MFD, Clustering, Complexity, DSM, Integrated Modularization
National Category
Other Mechanical Engineering
Identifiers
urn:nbn:se:kth:diva-286345 (URN)10.1115/DETC2020-22009 (DOI)2-s2.0-85096134807 (Scopus ID)
Conference
ASME 2020 International Design Engineering Technical Conferences and Computers and Information in Engineering Conference, Virtual, Online, 17-19 August 2020
Note

QC 20210114

Available from: 2020-11-25 Created: 2020-11-25 Last updated: 2023-12-05Bibliographically approved
8. INTEGRATED MODULARIZATION METHODOLOGY AND PROCESS FOR HEAVY-DUTY TRUCKS
Open this publication in new window or tab >>INTEGRATED MODULARIZATION METHODOLOGY AND PROCESS FOR HEAVY-DUTY TRUCKS
(English)Manuscript (preprint) (Other academic)
Abstract [en]

Product architecting involves conceptual system design, module identification (clustering) and product layout design. In this paper, we propose a new clustering-based process and methodology for heavy-duty truck modularization that integrates technical complexity, company business strategies and physical interference. A quite complex industrial case of a conceptual Battery Electric Vehicle (BEV) variant is used to illustrate the proposed process and methodology, and to show that it is capable of identifying module candidates that are reasonable trade-offs between technical complexity, business strategies and physical interferences. The presented case confirms that the proposed process and methodology for Integrated Modularization is capable of supporting the Systems Engineering process by improving the quality of the architectural decomposition,i.e. the module identification stage by adding business strategies and physical interference to product architecture clustering. Furthermore, the case study clearly shows that the clustering results depend on the relative weights of the different types of component relations that are represented in the product architecture DSM. The importance of these weights are reduced when multiple business strategic aspects and physical interference constraints are introduced 

Keywords
Product Architecting, Business Strategy, MFD, Clustering, Complexity, DSM, Integrated Modularization, Systems Engineering, MBSE
National Category
Other Mechanical Engineering
Identifiers
urn:nbn:se:kth:diva-291105 (URN)
Note

QC 20210304

Available from: 2021-03-01 Created: 2021-03-01 Last updated: 2022-09-09Bibliographically approved

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