A product platform is a design approach for meeting the demand for customizable products. Traditional knowledge-based technologies or systems lack flexibility in supporting both configuration and parameter design of platform-based products. In many cases, customers’ requirements and knowledge models both contain incomplete information, and there are complex relations among various solutions, functions and solution parameters in Engineering-To-Order (ETO) products. A knowledge model for the preliminary design of ETO products is presented in this paper, and linkages are established between configuration design knowledge and parameter design procedures. The basis of the knowledge model is the Extended Function-Solutions (EFS) tree, from which design case trees, design modules, constraint checking rules, and module interface templates derive. A corresponding knowledge retrieval and reuse strategy is also presented. It uses an improved fuzzy information axiom to search for the optimal configuration with incomplete information. The parameter design process model of new products then can be generated based on the optimal configuration. The case study demonstrates the knowledge modeling, retrieval and reuse for the preliminary design of open-type crank presses. Moreover, the effectiveness of the methodology is discussed by analyzing the verification approach and the satisfaction of customers’ requirements.

产品平台是一种满足定制产品需求的设计方法。传统的基于知识的技术或系统在支持基于平台的产品的配置和参数设计方面缺乏灵活性。在许多情况下，客户的需求和知识模型都包含不完整的信息，并且按订单设计（ETO）产品中的各种解决方案，功能和解决方案参数之间存在复杂的关系。本文介绍了一种用于ETO产品初步设计的知识模型，并在配置设计知识和参数设计程序之间建立了联系。知识模型的基础是扩展功能解决方案（EFS）树，从中可以导出设计案例树，设计模块，约束检查规则和模块接口模板。还提出了相应的知识检索和重用策略。它使用改进的模糊信息公理来搜索不完整信息的最佳配置。然后，可以基于最佳配置生成新产品的参数设计过程模型。案例研究说明了敞开式曲柄压力机的初步设计的知识建模，检索和重用。此外，通过分析验证方法和满足客户需求来讨论该方法的有效性。案例研究说明了敞开式曲柄压力机的初步设计的知识建模，检索和重用。此外，通过分析验证方法和满足客户需求来讨论该方法的有效性。案例研究说明了敞开式曲柄压力机的初步设计的知识建模，检索和重用。此外，通过分析验证方法和满足客户需求来讨论该方法的有效性。