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隧道建设(中英文) ›› 2026, Vol. 46 ›› Issue (S1): 540-551.DOI: 10.3973/j.issn.2096-4498.2026.S1.048

• 施工机械 • 上一篇    下一篇

基于知识驱动的盾构液压推进系统故障诊断

游少强   

  1. (中铁十四局集团有限公司, 江苏 南通 226100)
  • 出版日期:2026-06-30 发布日期:2026-06-30
  • 作者简介:游少强(1988—),男,河南通许人,2016年毕业于石家庄铁道大学,土木工程专业,本科,工程师,现从事隧道与地下工程的建设工作。E-mail: 994185724@qq.com。

Fault Diagnosis of Hydraulic Propulsion System for Shield Machine Based on Knowledge Driven

YOU Shaoqiang   

  1. (China Railway 14th Bureau Group Co., Ltd., Nantong 226100, Jiangsu, China)
  • Online:2026-06-30 Published:2026-06-30

摘要: 为解决盾构液压推进系统在复杂工况下故障模式隐蔽、样本数据稀缺、数据驱动模型泛化能力不足以及经验知识难以整合复用等问题,提出一种基于知识图谱的知识驱动辅助故障诊断方法,旨在构建融合设备结构、测点信息、故障现象、故障原因与维修建议的结构化知识体系,实现从故障现象或初步诊断结果出发的多路径推理诊断,提高复杂工况下诊断的完整性与可解释性。在方法上,首先,基于AMESim建立盾构液压推进系统仿真模型,结合实际工程参数,对调速阀弹簧失效、换向阀内泄漏、溢流阀内泄漏及液压缸内泄漏等典型故障进行参数化建模与仿真分析,为故障机理梳理与知识抽取提供基础; 其次,采用基于本体的知识表示方法,将领域知识划分为设备结构、测点、故障现象、故障原因和维修建议5类本体,构建包含概念、关系与属性的知识本体模型,定义hasPhe、cause、located、monitor、advice等语义关系,并以三元组形式进行结构化表达; 最后,利用Neo4j图数据库实现知识存储与可视化,构建包含183个实体、205组三元组关系的盾构液压推进系统故障诊断知识图谱。在推理机制上,提出基于关系路径的多级语义推理方法,设计简单故障的现象驱动推理流程,以及融合数据驱动模型结果的复杂故障诊断流程,通过实体匹配实现数据模型与知识图谱的映射连接。结果表明: 所构建的知识图谱能够实现由单一故障现象推导故障原因、故障位置及维修建议,形成完整诊断链条;在复杂故障情形下,可在数据模型初步分类基础上补充机理解释与处置策略,实现诊断信息的扩展与结构化输出。工程案例验证显示,该方法能够针对典型故障生成多分支推理路径,输出清晰的原因定位与维修建议,构建知识驱动与数据驱动融合的盾构液压推进系统诊断框架。

关键词: 盾构, 液压推进系统, 故障诊断, 知识图谱, 本体建模, 关系路径推理, 知识驱动

Abstract: When shield tunneling under complex working environments, its hydraulic propulsion system often encounters various challenges, such as concealed fault modes, scarce fault samples, limited generalization ability of data-driven models, and the difficulty of integrating and reusing empirical knowledge. To address these challenges, this paper proposes a knowledge-driven auxiliary fault diagnosis method based on a knowledge graph. It aims to construct a structured knowledge system integrating equipment structure, monitoring points, fault phenomena, fault causes, and maintenance suggestions, thereby enabling multi-path reasoning diagnosis from either observed fault phenomena or preliminary diagnostic results, and improving diagnostic completeness and interpretability under complex conditions. Methodologically, an AMESim-based simulation model of the shield hydraulic propulsion system is first established. Based on actual engineering parameters, typical faults—including speed control valve spring failure, directional valve internal leakage, relief valve internal leakage, and hydraulic cylinder internal leakage—are parameterized and simulated to provide a foundation for fault mechanism analysis and knowledge extraction. An ontology-based knowledge representation approach is then adopted to classify domain knowledge into five ontology categories: equipment structure, monitoring points, fault phenomena, fault causes, and maintenance suggestions. A knowledge ontology model containing concepts, relations, and attributes is constructed, with semantic relations such as hasPhe, cause, located, monitor, and advice defined and expressed in the form of triples. Neo4j graph database is employed for knowledge storage and visualization, resulting in a fault diagnosis knowledge graph comprising 183 entities and 205 triples. In terms of reasoning mechanism, a multilevel semantic reasoning method based on relationship paths is proposed, including a phenomenondriven reasoning process for simple faults and a hybrid diagnostic process integrating data-driven model outputs for complex faults. Entity matching is used to establish the mapping between model outputs and knowledge graph entities. The results demonstrate that the constructed knowledge graph can infer fault causes, locations, and maintenance suggestions from a single fault phenomenon, forming a complete diagnostic chain. For complex faults, it supplements mechanism interpretation and corrective strategies based on preliminary classification results, enabling extended and structured diagnostic outputs. Engineering case validation shows that the proposed method generates multi-branch reasoning paths for typical faults and provides clear fault localization and maintenance recommendations, establishing a hybrid knowledge-driven and data-driven diagnostic framework for the hydraulic propulsion system of shield machines and offering a systematic technical approach for intelligent maintenance of large-scale engineering equipment.

Key words: shield, hydraulic propulsion system, fault diagnosis, knowledge graph, ontology modeling, relationship path reasoning, knowledge driven