本研究涉及的复杂装备产品是指有人参与交互的装备类产品,其复杂性体现在产品技术系统的复杂性和产品相关联的人系统的复杂性两方面的综合。本研究主要目的是基于设计学的视角探讨在复杂装备产品开发过程中跨学科背景的“创新鸿沟(Innovation Gap)”的产生机制,提出并论证通过设计知识整合和原型建构形成的跨越“创新鸿沟”的方法和路径。以产品技术系统问题求解为核心的工程设计方法体系的发展,使得工程师可以解决如建造登月飞船、航空母舰这样的超级复杂的工程问题。这种基于“归纳推理”和“演绎推理”的线性“解题理论”模式解决“良构问题”凸显高效和可靠性,但是涉及“人系统”的 “弱构问题”则具有局限性;以人为中心的基于“溯因推理”的非线性的设计学方法体系则是通过整合人的需求、社会、文化、技术和商业领域的跨学科知识来构建意义,但其过分依赖直觉和经验的特征显得神秘而感性。这种根植于学科知识背景和认知模式的差异性和互补性所产生的创新鸿沟在复杂装备产品开发中广泛存在,它是跨学科创新过程中的创意多元化和学科独立性的体现。但是,创新鸿沟的存在容易产生学科分歧和误解。认识和跨越创新鸿沟将有助于拓展创新的路径和促进跨学科沟通合作。本研究综合运用了理论论证、类比分析、案例研究和等质性研究方法,首先通过知识整合、原型理论等理论研究结合5个案例研究归纳出了通过设计知识整合和原型建构跨越创新鸿沟的假设模型;然后通过3个实践案例对这个假设模型进行了论证和补充。本研究将理论研究和实证研究相结合、调研证据与亲身实践相印证等方法梳理和论证了复杂装备产品开发过程中的设计知识整合、设计问题求解、原型建构等要素之间的关系,并构建出跨越创新鸿沟的原型建构路径和框架模型。本研究主要贡献包括三个方面:(1)总结归纳了复杂装备产品的“创新鸿沟”的产生的机制:“创新鸿沟”主要源于设计问题的复杂性以及不同学科背景之间的知识差异性所导致的认知方式和问题求解路径的差异,尤其突出的是设计思维方式与工程思维方式的差异;(2)提出了通过跨学科的设计知识获取、整合和转化来跨越复杂装备产品创新过程中创新鸿沟的理论构想;(3)建构了跨越创新鸿沟的原型建构路径和框架模型,这个框架模型综合了设计知识整合和以此为基础的原型建构的方法和路径。
The complex equipment product involved in this study refers to the equipment products with human participation. Among them, the complexity of complex equipment product is reflected in the synthesis of two aspects, which are the complexity of product technology system and the complexity of human system associated with product. Based on the perspective of design science, this paper discusses the generation mechanism of "innovation gap" with interdisciplinary background in the process of complex equipment product development. The main purpose of this study is to propose and demonstrate the methods and paths to cross the "innovation gap" through the integration of design knowledge and prototype construction. With the continuous development of engineering design methodology system, which is the core of product technology system problem solving, engineers can solve super complex engineering problems such as building moon landing spacecraft and aircraft carrier. This linear “problem-solving theory” model based on “inductive reasoning” and “deductive reasoning” to solve “well-structured problems” highlights high efficiency and reliability, but “ill-structured problems” involving “human systems” have limitations; The non-linear and human-centered design methodology system based on "abductive reasoning" constructs meaning by integrating human needs, social, cultural, technological, and commercial interdisciplinary knowledge. However, its excessive reliance on intuition and experience makes it seem mysterious and emotional.In the development of complex equipment products, this innovation gap, which is rooted in the difference and complementarity of subject knowledge background and cognitive mode, is actually widespread, which is also an embodiment of creative diversity and discipline independence in the process of interdisciplinary innovation. However, the existence of innovation gap is easy to cause the divergence and misunderstanding of disciplines, and understanding and crossing the innovation gap will help to expand the path of innovation and promote interdisciplinary communication and cooperation.Through the comprehensive use of theoretical argumentation, analogy analysis, case study and qualitative research methods, this study first combined with five case studies, summed up the hypothesis model of design knowledge integration and prototype construction across the innovation gap through the theoretical research of knowledge integration and prototype theory, and then demonstrated and supplemented the hypothesis model through three practical cases.Based on the combination of theoretical research and empirical research, this study used the methods of research evidence and personal practice to sort out and demonstrate the relationship among design knowledge integration, design problem solving, prototype construction and other elements in the process of complex equipment product development, and at the same time, it also constructed the prototype construction path and framework model across the innovation gap. The main contributions of this study include the following three aspects: (1) this paper summarizes the mechanism of the "innovation gap" of complex equipment products: the so-called "innovation gap" is a kind of difference in cognitive style and problem solving path, which is mainly caused by the complexity of design problems and knowledge differences between different disciplines. "Innovation gap" is especially prominent in the difference between design thinking mode and engineering thinking mode; (2) Through the acquisition, integration and transformation of interdisciplinary design knowledge, this paper puts forward the theoretical conception of crossing the innovation gap in the process of complex equipment product innovation; (3) This paper constructs the prototype construction path and framework model to cross the innovation gap. Among them, this framework model integrates the methods and paths of design knowledge integration and prototype construction based on it.