A Review of Researches of Manufacturing-service Integration and PSS with New ICT

Abstract

Abstract: Service-oriented manufacturing，as a new integration mode of manufacturing and service，provided products and related services.The new ICT，such as internet of things，big data and cloud computing，brought significant and complex impacts on manufacturing-service integration and PSS.A literature review was presented with the publications related to the impacts on manufacturing servitization by new ICT，PSS mode selection，configuration optimization of PSS，planning and configuration optimization of customization.The problems of existing researches were summarized and directions of future researches were discussed.

Key words: new information communication technology（new ICT）, service-oriented manufacturing, product-service system（PSS）, configuration optimization

摘要： 服务型制造是制造与服务融合的新制造模式，它提供产品以及与产品相关的服务，亦即产品服务系统。物联网、大数据、云计算等新信息技术，对制造与服务融合以及产品服务系统产生了显著而复杂的影响。从新信息技术对制造与服务融合的影响、产品服务系统模式及其选择决策、产品服务系统配置优化、面向定制化的产品服务系统规划设计与配置优化等方面，对相关文献进行综述，并对现有研究存在的问题和未来可能的研究方向进行归纳总结。

关键词: 新信息技术, 服务型制造, 产品服务系统, 配置优化

CLC Number:

TH16

ZHANG Yilun, NIU Yimeng, YE Tianzhu, JIANG Zhibin. A Review of Researches of Manufacturing-service Integration and PSS with New ICT[J]. China Mechanical Engineering.

张轶伦, 牛艺萌, 叶天竺, 江志斌. [学科发展]新信息技术下制造服务融合及产品服务系统研究综述[J]. 中国机械工程.

References

[1]BAINES T，LIGHTFOOT H.Made to Serve，How Manufacturers Can Compete through Servitization and Product–service Systems[M］.Chichester，UK：John Wiley & Sons，2013.
[2]HUXTABLE J，SCHAEFER D.On Servitization of the Manufacturing Industry in the UK[J］.Procedia CIRP，2016，52：46-51.
[3]ROSA M，MARQUES C A N，Rozenfeld H.Commonalities and Particularities of PSS Design Process and Design Thinking[J］.Procedia CIRP，2017，64：253-258.
[4]江志斌，李娜，王丽亚，等.服务型制造运作管理[M］.北京：科学出版社，2017.
JIANG Zhibin，LI Na，WANG Liya，et al.The Operation Management of Service-oriented Management[M］.Beijing：Science Press，2017.
[5]孙林岩，李刚，江志斌，等.21世纪的先进制造模式：服务型制造[J］.中国机械工程，2007，18（19）：2307-2312.
SUN Linyan，LI Gang，JIANG Zhibin，et al.Service-Embedded Manufacturing：Advanced Manufacturing Paradigm in 21st Century[J］.，2007，18（19）：2307-2312.
[6]林文进，江志斌，李娜.服务型制造理论研究综述[J］.工业工程与管理，2009，12（6）：1-6.
LIN Wenjin，JIANG Zhibin，LI Na.A Survey on the Research of Service-oriented Manufacturing[J］.Industrial Engineering and Management，2009，12（6）：1-6.
[7]孙林岩.服务型制造理论与实践[M］.北京：清华大学出版社，2009.
SUN Linyan.The Theory and Application of Service-oriented Manufacturing[M］.Beijing：Tsinghua University Press，2009.
[8]江志斌.以服务型制造促制造业和服务业协调发展[N］.科学时报，2010-03-25（A1）.
JIANG Zhibin.To Promote the Coordinated Development of Manufacturing and Service Industry by Service-Oriented Manufacturing[N］.Scientific Newspaper，2010-03-25（A1）.
[9]OPRESNIK D，TAISCH M.The Value of Big Data in Servitization[J］.International Journal of Production Economics，2015，165：174–184.
[10]国务院关于印发《中国制造2025》的通知[EB/OL］.（2015-05-19）[2018-07-13］.http：//www.gov.cn/zhengce/content/2015-05/19/content_9784.htm.The Announcement of “Made
in China 2025” [EB/OL］.（2015-05-19）[2018-07-13］.http：//www.gov.cn/zhengce/content/2015-05/19/content_9784.htm.
[11]KAGERMANN H，WAHLSTER W，HELBIG J.Recommendations for Implementing the Strategic Initiative Industrie 4.0[Z］.Final Report of the Industrie 4.0 Working Group，National Academy
of Science and Engineering，2013.
[12]LIGHTFOOT H，BAINES T，SMART P.The Servitization of Manufacturing：a Systematic Literature review of Interdependent Trends[J］.International Journal of Operations & Production
Management，2013，33：1408-1434.
[13]MALEKI E，BELKADI F，BERNARD A.Systems Engineering as a Foundation for PSS Development Project：Motivations and Perspectives[J］.Procedia CRIP，2017，64：205-210.
[14]DAMGRAVE R G J，UTTERS E.The Rationale of PSS as an Inspiration for Synthetic Environments[J］.Procedia CIRP，2018，70 ：356-361.
[15]XU W，SHAO L，YAO B，et al.Perception Data-driven Optimization of Manufacturing Equipment Service Scheduling in Sustainable Manufacturing[J］.Journal of Manufacturing Systems
，2016，41：86-101.
[16]RYMASZEWSKA A，HELO P，GUNASEKARAN A.IoT Powered Servitization of Manufacturing：an Exploratory Case Study[J］.International Journal of Production Economics，2017，192：92-105.
[17]RABETINO R，KOHTAM-KI M，GEBAUER H.Strategy Map of Servitization[J］.International Journal of Production Economics，2017，192：144-156.
[18]BUSTINZA O F，VENDRELL H F，BAINES T.Service Implementation in Manufacturing：an Organizational Transformation Perspective[J］.International Journal of Production Economics，
2017，192：1-8.
[19]刘宇熹，谢家平，葛夫财.再制造下基于努力程度的产品租赁服务系统收益共享契约研究[J］.管理工程学报，2018，32（1）：33-40.
LIU Yuxi，XIE Jiaping，GE Fucai.Effort-driven and Revenue Sharing Contracts for Leased Product Service System Based on Remanufacturing [J］.Journal of
Industrial Engineering and Engineering Management，2018，32 （1）：33-40.
[20]CAVALIERI S，PEZZOTTA G.Product–service Systems Engineering：State of the Art and Research Challenges[J］.Computers in Industry，2012，63（4）：278-288.
[21]QU M，YU S，CHEN D，et al.State-of-the-art of Design，Evaluation，and Operation Methodologies in Product Service Systems[J］.Computers in Industry，2016，77：1-14.
[22]李伯虎，张霖.云制造[M］.北京：清华大学出版社，2015.
LI Bohu，ZHANG Lin.Cloud Manufacturing[M］.Beijing：Tsinghua University Press，2015
[23]WU D，GREER M J，ROSEN D W，et al.Cloud Manufacturing：Strategic Vision and State-of-the-art[J］.Journal of Manufacturing Systems，2013，32（4）：564-579.
[24]ESPíNDOLA D，FILHO N D，BOTELHO S，et al.Internet of Things to Provide Scalability in Product-service Systems[C］// The Sixth International Conference on Mobile Ubiquitous Computing
，Systems，Services and Technologies.Barcelona，2012：214-221.
[25]LEE J，KAO H A，YANG S.Service Innovation and Smart Analytics for Industry 4.0 and Big Data Environment[J］.Procedia CIRP，2014，16：3-8.
[26]TAO F，QI Q，LIU A，et al.Data-driven Smart Manufacturing[J］.Journal of Manufacturing Systems，2018,632：1-13.
[27]LIU Y，XU X，ZHANG L，et al.Workload-based Multi-task Scheduling in Cloud Manufacturing[J］.Robotics and Computer-Integrated Manufacturing，2016，45：3-20.
[28]邰丽君，胡如夫，赵韩，等.面向云制造服务的制造资源多目标动态优化调度[J］.中国机械工程，2013， 24（12）：1616-1622.
TAI Lijun，HU Rufu，ZHAO Han，et al.Multi-objective Dynamic Scheduling of Manufacturing Resource to Cloud Manufacturing Services[J］.，2013，24（12）：
1616-1622.
[29]MOURTZIS D，DOUKAS M，PSAROMMATIS F.A Toolbox for the Design，Planning and Operation of Manufacturing Networks in a Mass Customization Environment[J］.Journal of Manufacturing
Systems，2015，36：274-286.
[30]BELVEDERE V，GRANDO A，BIELLI P.A Quantitative Investigation of the Role of Information and Communication Technologies in the Implementation of a Product-service System[J
］.International Journal of Production Research，2013，51（2）：410-426.
[31]LINDSUND I.How the Internet of Things Impact the PSS[D］.Scandinavia：Lule-University of Technology，2015.
[32]BEVAN D.Conceptual Model for the Use of ICT Systems to Facilitate Manufacturing SME Servitization[J］.Sustainable Design and Manufacturing，2015，8（2）：107-120.
[33]苏凯凯，徐文胜，李建勇.云制造环境下基于双层规划的资源优化配置方法[J］.计算机集成制造系统，2015，21（7）：1941-1952.
SU Kaikai，XU Wensheng，LI Jianyong.Manufacturing Resource Allocation Method Based on Bi-level Programming in Cloud Manufacturing[J］.Computer Integrated
Manufacturing Systems，2015，21（7）：1941-1952.
[34]JAIN A，BALA R.Differentiated or Integrated：Capacity and Service Level Choice for Differentiated Products[J］.European Journal of Operational Research，2018，266（3）：1025-
1037.
[35]BAINES T，LIGHTFOOT H，PEPPARD J，et al.Towards an Operations Strategy for Product-centric Servitization[J］.International Journal of Operations & Production Management，2009，29
（5）：494-519.
[36]MARTINEZ V，BASTL M，KINGSTON J，et al.Challenges in Transforming Manufacturing Organisations into Product-service Providers[J］.Journal of Manufacturing Technology Management
，2010，21（4）：449-469.
[37]NEELY A.Exploring the Financial Consequences of the Servitization of Manufacturing[J］.Operations Management Research，2009，1（2）：103-118.
[38]BULLINGER H J，F-HNRICH K P，MEIREN T.Service Engineering-methodical Development of New Service Products[J］.International Journal of Production Economics，2003，85（3）：275-287.
[39]GAIARDELLI P，RESTA B，MARTINEZ V，et al.A Classification Model for Product-service Offerings[J］.Journal of Cleaner Production，2014，66：507-519.
[40]AURICH J C，MANNWEILER C，SCHWEITZER E.How to Design and Offer Services Successfully[J］.CIRP Journal of Manufacturing Science and Technology，2010，2（3）：136-143.
[41]BARTOLOMEO M，DAL MASO D，DE JONG P，et al.Eco-efficient Producer Services：What Are They，How Do They Benefit Customers and the Environment and How Likely Are They to Develop and
be Extensively Utilised-[J］.Journal of Cleaner Production，2003，11（8）：829-837.
[42]FAN X，ZHANG H.Aligning Product-service Systems with Market Forces：a Theoretical Framework[C］//2010 International Conference on Service Sciences.Hangzhou，2010：110-114.
[43]GAO J，YAO Y，ZHU V C Y，et al.Service-oriented Manufacturing：a New Product Pattern and Manufacturing Paradigm[J］.Journal of Intelligent Manufacturing，2011，22（3）：435-446.
[44]KAPLETIA D，PROBERT D.Migrating from Products to Solutions：an Exploration of System Support in the UK Defense Industry[J］.Industrial Marketing Management，2010，39（4）：582-592.
[45]MATHIEU V.Service Strategies within the Manufacturing Sector：Benefits，Costs and Partnership[J］.International Journal of Service Industry Management，2001，12（5）：451-475.
[46]TUKKER A.Eight Types of Product Service Systems[J］.Business Strategy and the Environment，2004，13：246-260.
[47]DESAI P S，PUROHIT D.Leasing and Selling：Optimal Marketing Strategies for a Durable Goods Firm[J］.Management Science，1998，44：19-34.
[48]DESAI P S，PUROHIT D.Competition in Durable Goods Markets：the Strategic Consequences of Leasing and Selling[J］.Marketing Science，1999，18：42-58.
[49]BHASKARAN S R，GILBERT S M，BHASKARAN R，et al.Selling and Leasing Strategies Goods with Complementary for Durable Products[J］.Management Science，2005，51（8）：1278-1290.
[50]AGRAWAL V V,THOMAS V M.Is Leasing Greener Than Selling-[J］.Management Science，2012，58（3）：523-533.
[51]BELLOS I，FERGUSON M，TOKTAY L B.To Sell and to Provide-The Economic and Environmental Implications of the Auto Manufacturer's Involvement in the Car Sharing Business[J］.SSRN
Electronic Journal，2013,19（2）：1-38.
[52]BALASUBRAMANIAN S，BHATTACHARYA S，KRISHNAN V V.Pricing Information Goods：a Strategic Analysis of the Selling and Pay-per-use Mechanisms[J］.Marketing Science，2015，34（2）：218-
234.
[53]AGRAWAL V，BELLOS I.The Potential of Servicizing as a Green Business Model[J］.Social Science Electronic Publishing-，-2015-，-63-（5）：1-32.
[54]CHAVEZ C.T-Mobile Adding New Pay-per-use Data to All Smartphone Accounts without a Data Plan[J］.Phandroid Newsletter，2011,8（25）：1-2.
[55]CLARK J. Hitachi Data Systems Gets into Rentable Clouds[EB/OL］. (2011-10-25）[2018-07-12］. https://www.zdnet.com/article/hitachi-data-systems-gets -into-rentable-clouds/.
[56]MACHRONE B.What's in Your Wallet- [J］.PC Magazine，2006，10：68-69.
[57]SUNDARARAJAN A.Nonlinear Pricing of Information Goods[J］.Management Science，2004，50（12）：1660-1673.
[58]FISHBURN P C，ODLYZKO A M.Competitive Pricing of Information Goods：Subscription Pricing Versus Pay-per-use[J］.Economic Theory，1999，13（2）：447-470.
[59]ALTMANN J，CHU K.How to Charge for Network Services：Flat-rate or Usage-based-[J］.Computer Networks，2001，36（5/6）：519-531.
[60]CHOUDHARY V，TOMAK K，CHATURVEDI A.Economic Benefits of Renting Software[J］.Journal of Organizational Computing，1998，8（4）：277-305.
[61]ESSEGAIER S，GUPTA S，ZHANG Z J.Pricing Access Services[J］.Marketing Science，2002，21（2）：139–159.
[62]JAIN S，KANNAN P K.Pricing of Information Products on Online Servers：Issues，Models，and Analysis[J］.Management Science，2002，48（9）：1123-1142.
[63]VASANTHA G V A，ROY R，LELAH A，et al.A Review of Product-service Systems Design Methodologies[J］.Journal of Engineering Design，2012，23（9）：635-659.
[64]ZHAO Y. Product Service System of Individual Customization Based on Internet[C］[-］Proceedings of International Conference on Smart Materials and Nanotechnology in
Engineering.Sanya: the SMNE 2016 Committee, 2016: 140-145.
[65]TUKKER A，TISCHNER U.Product-services as a Research Field：Past，Present and Future，Reflections from a Decade Research[J］.Journal of Cleaner Production，2006，14（17）：1552-
1556.
[66]江平宇，朱琦琦.产品服务系统及其研究进展[J］.制造业自动化，2008，30（12）：10-17.
JIANG Pingyu，ZHU Qiqi.Product Service Systems and Research Perspective[J］.Manufacturing Automation，2008，30（12）：10-17.
[67]AURICH J C，SCHWEITZER E，FUCHS C.Life Cycle Management of Industrial Product- service Systems Advances in Life Cycle Engineering for Sustainable Manufacturing Businesses
[C］//Proceedings of the 14th CIRP Conference on Life Cycle Engineering.Tokyo，2007.
[68]MANZINI E，VEZZOLI C.A Strategic Design Approach to Develop Sustainable Product Service Systems：Examples Taken from the Environmentally Friendly Innovation[J］.Italian Priz
Journal of Cleaner Production，2003，11（8）：851-857.
[69]李浩，祁国宁，纪杨建，等.面向服务的产品模块化设计方法及其展望[J］.中国机械工程，2013，24（12）：1687-1695.
LI Hao，QI Guoning，JI Yangjian，et al.Service Oriented Product Modular Design Method and Its Prospect [J］.，2013，24（12）：1687-1695.
[70]LI H，JI Y，CHEN L，et al.Bi-level Coordinated Configuration Optimization for Product-service System Modular Design[J］.IEEE Transactions on Systems Man & Cybernetics
Systems，2017，47（3）：537-554.
[71]安相华，牛春亮，薛冬娟，等.基于变粒度权重与群决策的产品服务系统方案优选方法[J］.计算机集成制造系统，2016，22（1）：155-165.
AN Xianghua，NIU Chunliang，XUE Dongjuan，et al.Optimal Selection Method for Product Service System Scheme Based on Variable Granule Weight and Group
Decision-making[J］.Computer Integrated Manufacturing Systems，2016，22（1）：155-165.
[72]张伟，周俊.基于模块化的产品服务系统设计方法研究[J］.轻工机械，2014，32（5）：122-125.
ZHANG Wei，ZHOU Jun.Design Method Research of Product Service System Based on Modular Methodology[J］.Light Industry Machinery，2014，32（5）：122-125.
[73]孙林岩，高杰，朱春燕，等.服务型制造：新型的产品模式与制造范式[J］.中国机械工程，2008,19（21）：2600-2604.
SUN Linyan，GAO Jie，ZHU Chunyan et al.Service-oriented Manufacturing：a New Product Mode and Manufacturing Paradigm[J］.，2008，19（21）：2600-2604.
[74]杨才君，高杰，孙林岩.产品服务系统的分类及演化：陕鼓的案例研究[J］.中国科技论坛，2011（2）：59-65.
YANG Caijun，GAO Jie，SUN Linyan.The Classification and Evolution of Product Service Systems[J］.FORUM on Science and Technology in China，2011（2）：59-65.
[75]顾新建，李晓，祁国宁，等.产品服务系统理论和关键技术探讨[J］.浙江大学学报，2009，43（12）：2237-2243.
GU Xinjian，LI Xiao，QI Guoning，et al.Theory and Key Technology of Product Service System[J］.Journal of Zhejiang University，2009，43（12）：2237-2243.
[76]WIESNER S，MARILUNGO E，THOBEN K D，et al.Cyber-Physical Product-service Systems：Challenges for Requirements Engineering[J］.International Journal of Automation Technology，
2017，11（1）：17-28.
[77]VALENCIA，MUGGE A，SCHOORMANS R，et al.The Design of Smart Product-service Systems （PSSs）：an Exploration of Design Characteristics[J］.International Journal of Design，2015，9
（1）：13-28.
[78]李杰，倪军，王安正．从大数据到智能制造[M］．上海：上海交通大学出版社，2016：54-60.
LI Jie，NI Jun，WANG Anzheng.From Big Data to Intelligent Manufacturing[M］.Shanghai：Shanghai Jiao Tong University Press，2016：54-60.
[79]李浩.广义产品模块划分与融合的关键技术研究[D］.杭州：浙江大学，2013.
LI Hao.The Key Technologies of Module Partition and Fusion for the Generalized Product[D］.Hangzhou：Zhejiang University，2013.
[80]张在房，于伟，刘园.产品服务系统设计问题分析与研究进展[J］.河北科技大学学报，2013，34（5）：381-385.
ZHANG Zaifang，YU Wei，LIU Yuan.Product Service System Design and Its Research Progress[J］.Journal of Hebei University of Science and Technology，2013，34（5）：381-385.
[81]韦琦.基于大规模定制的服务模块化设计研究[J］.贵州财经大学学报，2010，28（5）：64-68.
Wei Qi.Study of Service Modular Design Based on Mass Customization[J］.Journal of Guizhou University of Finance and Economics，2010，28（5）：64-68.
[82]孟庆良，周芬，蒋秀军.基于顾客需求分类重组的大规模定制服务族规划[J］.管理工程学报，2015，29（1）：82-88.
MENG Qingliang，ZHOU Fen，JIANG Xiujun.Service Family Planning for Mass Customization Based on Customer Requirements Classification and Recombination[J］.Journal of
Industrial Engineering and Engineering Management，2015，29（1）：82-88.
[83]WANG Z，ZHANG M，SUN H，et al.Effects of Standardization and Innovation on Mass Customization：an Empirical Investigation[J］.Technovation，2016，48/49：79-86.
[84]王志亮，杨征宇，白少布，等.延迟定制供应链网络联合经济批量模型、求解及供应链协同[J］.系统工程，2016（7）：78-84.
WANG Zhiliang，YANG Zhengyu，BAI Shaobu，et al.Joint Economic Lot Sizing Model of Delayed Customization Product Supply Chain Network，Solution and Supply Chain
Coordination[J］.System Engineering，2016（7）：78-84.
[85]KHALILI A S，KOLAREVIC B.Development of a Framework for Dimensional Customization System：a Novel Method for Customer Participation[J］.Journal of Building Engineering，2016，5
：231-238.
[86]XU Y，LANDON Y，SEGONDS S，et al.A Decision Support Model in Mass Customization[J］.Computers & Industrial Engineering，2017，114：11-12.
[87]FOGLIATTO F S，SILVEIRA G D，BORENSTEIN D.The Mass Customization Decade：an Updated Review of the Literature[J］.International Journal of Production Economics，2012，138（1）：
14-25.
[88]SONG W，SAKAO T.A Customization-oriented Framework for Design of Sustainable Product/Service System[J］.Journal of Cleaner Production，2016，140：1672-1685.
[89]BRUN A，ZORZINI M.Evaluation of Product Customization Strategies through Modularization and Postponement[J］.International Journal of Production Economics，2009，120（1
）：205-220.
[90]BONEV M，HVAM L，CLARKSON J，et al.Formal Computer-aided Product Family Architecture Design for Mass Customization[J］.Computers in Industry，2015，74：58-70.
[91]WUTTKE C C，LUDIHUSER P，BLEIWEIS S.Adaptable and Customizable Development Process for Product-service Systems[J］.Procedia CIRP，2016，47：317-322.
[92]FUCHS A，BITTMANN S，-ZCAN D.Designing Customer-specific Product-service Systems in B2B Markets：a Consecutive Framework for Development and Configuration Management
[J］.Enterprise Modelling & Information Systems Architectures，2015，10（1）：109-124.
[93]张旭梅，冷金钟，韩小鹏，等.售前服务影响产品需求下制造商与服务商的优化策略[J］.系统工程，2016（1）：102-107.
ZHANG Xumei，LENG Jinzhong，HAN Xiaopeng，et al.Optimization Strategy between Manufacturer and Service Providers under Pre-sale Service Affecting Product Demand
[J］.System Engineering，2016（1）：102-107.
[94]王康周，江志斌.随机生产服务系统最优服务能力分配策略[J］.系统管理学报，2016，25（4）：767-774.
WANG Kangzhou，JIANG Zhibin.Optimal Service Capacity Allocation in a Stochastic Production Service System[J］.Journal of System & Management，2016，25（4）：767-774.
[95]邵晓峰.基于佣金制的大规模定制产品定价与交货期的协调[J］.系统工程，2011（9）：30-35.
SHAO Xiaofeng.Coordination of the Pricing and Delivery Time of Mass Customization Products Based on Commission Contract[J］.System Engineering，2011（9）：30-35.
[96]SHENG Z，XU T，SONG J.Configuration Design of Product Service System for CNC Machine Tools[J］.Advances in Mechanical Engineering，2015，7（2）：971720.