在網路寬頻的支援下，協同設計系統成為企業快速反應市場需求的利器。協同設計系統的應用技術，主要可以分為兩個部份，第一部份為協同設計系統之資料處理與展示，主要包括產品資料管理、產品構型管理與產品展示技術；第二部份為協同設計系統之管理與控制，主要是以建構協同設計之工作流程管理為主，並藉以達到績效管理與時效控制上之需求。
本研究以建構疏鬆耦合協同設計之工作流程為焦點，主要目標為應用智慧型代理人技術，發展可運作於分散式環境下之自發性協同設計工作流程管理。研究歷程分為三個階段，第一階段是以美國工作流程管理聯盟(WfMC)國際工作流程參考模型為基礎，發展通用性流程定義機制模型，將工作流程元件定義為訊息(message)、文件(document)、作業(task)、流程樣板(workflow template)四種元件，藉由此四個元件彈性組合成各種不同的流程樣板。系統並建構了流程監控機制，以了解流程之執行狀態；第二階段則以發展第一階段之支援活動為主要目標，從客服中心觀點，探討支援協同設計可應用之技術與管理支援。第三階段是延伸第一階段的研究成果，以分散式協同設計運作環境為設計目標，運用智慧型代理人技術，建立分散式環境下之資訊傳遞溝通的機制，並以資源描述架構(RDF)與延伸標記語言(XML)標準建構流程元件，流程系統只要嵌入此資源描述架構流程元件，就能在網際網路上進行流程資料之交換及溝通，克服異質平台流程系統的溝通技術問題。
本研究之價值，在於發展彈性工作流程建構技術與流程監控機制，並以智慧型代理人技術，建立分散式環境下之資訊傳遞溝通機制，同時用資源描述架構(RDF)╱延伸標記語言(XML)流程元件，克服異質平台流程系統的溝通問題，可作為不同平台間之溝通元件標準，對於系統工作流程應用整合有直接的效益。

Under the support of network capacity, collaborative design system has become the sharp tool for quick response to the time-to-market for enterprise in distributed environment. The technique of implementing the collaborative design system can be divided into two parts: data process and presentation of the collaborative design system which includes Product Data Management (PDM), product configuration management and product presentation technique, and management and control of the collaborative design system in constructing workflow management system within it in order to fulfill the requirements of management and time control.
In this research, we focus on developing the loose-coupled collaborative workflow management system with the intelligent agent technology in the distributed environment. There are three stages in our research. The first stage is to develop a general process definition mechanism modeling technology based upon the WfMC workflow reference model. Defining the workflow elements as message, task, and process, with which combined into various workflow templates flexibly. Further we define the workflow monitoring mechanism in controlling workflow status. In our second stage, we develop the support activity for the first stage in studying the applicable technology and managerial support of the collaborative system with the point of view of contact center. For the third stage, we have the distributed collaborative design environment as our design goal by extending the general process definition mechanism modeling technology developed from the first stage. With the mechanism of information communication constructed by agent technology, the process elements, built with RDF, can be applied to other workflow platforms.
The contribution of our research is to develop a dynamic and autonomous workflow constructing technology and process control mechanism. The intelligent agent technology is applied to build the information communication mechanism with distributed environment. Futher, the RDF/XML process elements are adopted to solve the communication compatibility problems among heterogeneous platforms in order to enhance the effectiveness of workflows.

目 錄
中文摘要 i
Abstract ii
致謝辭 iii
目 錄 iv
表目錄 viii
圖目錄 ix
一、 緒論 1
1.1 研究背景 1
1.1.1 協同設計環境的演變 1
1.1.2 協同設計環境的現況概要 2
1.1.3 協同設計環境的發展 3
1.2 研究目的 5
1.3 研究方法 6
1.4 論文綱要 7
二、 相關文獻探討 8
2.1 協同設計 8
2.1.1 協同設計的定義 8
2.1.2 協同設計模型分析 9
2.1.2.1 「時間－地點」為分類基礎之設計模型 9
2.1.2.2 「協同主控模式」為分類基礎之設計模型 10
2.1.2.3 「協同耦合度」為分類基礎之設計模型 11
2.1.3 協同設計模型的管理意涵 12
2.1.4 協同設計的相關研究 12
2.2 協同設計活動後的支援 14
2.2.1 設計社群服務中心系統架構 15
2.2.2 設計社群服務中心整體性環境架構 16
2.2.3 設計社群服務中心主要研究議題 18
2.2.3.1 設計社群服務中心設計知識管理 18
2.2.3.2 設計社群服務中心資料採礦分析 18
2.2.4 設計社群服務中心發展趨勢 20
2.3 工作流程管理系統 21
2.3.1 工作流程管理系統的定義 21
2.3.2 工作流程管理系統的類型 22
2.3.3 工作流程參考模型 24
2.3.4 工作流程的運作機制 26
2.3.5 工作流程參考模型的應用問題 27
2.3.6 工作流程管理的相關研究 27
2.4 代理人技術 30
2.4.1 代理人的意義與特性 30
2.4.2 代理人應用環境與標準 32
2.4.3 代理人運作平台 35
2.4.4 代理人技術應用在工作流程管理系統的類型 38
2.4.4.1 用代理人強化的工作流程管理系統 38
2.4.4.2 以代理人為基的工作流程管理系統 39
2.4.5 以代理人為基之工作流程管理系統的相關研究 40
2.5 資源描述架構標準格式與應用 42
2.5.1 資源描述架構的意義 42
2.5.2 資源描述架構的格式定義 43
2.5.2.1 資源描述架構的資料模式 43
2.5.2.2 資源描述架構的語法 47
2.5.2.3 資源描述架構的綱要 50
2.5.3 資源描述架構主要的應用與相關研究 53
三、 以代理人為基之工作流程管理研究模型 55
3.1 研究模型概念性架構 56
3.1.1 分散式環境運作架構 56
3.1.2 運作平台三層式概念架構 58
3.1.3 工作流程管理機制 60
3.1.4 代理人溝通機制 61
3.1.5 參與者角色組織模式 62
3.2 工作流程定義機制 64
3.2.1 工作流程知識本體 64
3.2.2 工作流程詮釋資料模型 67
3.2.3 工作流程彈性定義機制 67
3.2.4 工作流程資料描述架構定義 71
3.3 工作流程推進機制 71
3.3.1 工作流程之執行 71
3.3.2 工作流程之監控 72
3.4 代理人架構與行為模式 73
3.4.1 代理人功能性分類架構 73
3.4.2 使用者代理人之行為模式 74
3.4.3 工作流程執行代理人之行為模式 77
3.4.4 工作流程管理代理人之行為模式 82
3.4.5 工作流程監控代理人之行為模式 84
3.4.6 專案效能代理人之行為模式 84
3.4.7 系統維護代理人之行為模式 86
3.5 功能性架構定義 86
3.5.1 使用者角色與模組權限定義 86
3.5.2 流程執行模組功能定義 88
3.5.3 流程管理模組功能定義 89
3.5.4 流程監控模組功能定義 89
3.5.5 專案效能模組功能定義 90
3.5.6 系統維護模組功能定義 91
3.6 資料模式定義 91
3.6.1 人員與企業合作夥伴資料儲存實體群 92
3.6.2 工作流程定義階段儲存實體群 93
3.6.3 工作流程執行階段儲存實體群 96
3.7 工作流程績效評估機制 97
3.7.1 系統技術指標 97
3.7.2 系統技術指標呈現的涵義 99
3.7.3 專案效能分析 102
四、 個案建置與研討 105
4.1 SoC協同設計情境 105
4.2 SoC協同設計平台架構 109
4.3 SoC協同設計工作流程管理建置 111
4.3.1 系統登入與JADE平台啟動 113
4.3.2 基本資料設定 116
4.3.3 工作流程元件定義 118
4.3.4 工作流程案例啟動與執行 121
4.3.5 工作流程監控 123
五、 結論 126
5.1 研究結論與貢獻 126
5.2 未來研究方向 126
參考文獻 128

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