建構公寓大廈前期規劃之物業管理檢核系統架構

Establishing the Structure of the Property Management Assessment System on Apartment Buildings in Project Planning Phase

洪沛辰(Pei-Chen Hung)

物業管理 ； 前期規劃 ； 檢核系統 ； 知識管理 ； 本體論 ； Property management ； apartment buildings project planning phase ； assessment system ； knowledge management and ontology

物業管理學報

5卷1期（2014 / 04 / 30）

13 - 26

繁體中文

業主為了減少物業管理之問題，常會請物管顧問以物管的角度來檢討公寓大廈公共設施之規劃設計。但因檢核經驗無外化，使物管顧問之檢核結果缺乏完整性，且檢核知識無法傳承。因此本研究之目的為：（1）探討物管顧問進行前期規劃之物業管理檢核流程與問題；（2）建置檢核系統之架構；（3）進行檢核系統之模擬操作。本研究以個案研究與專家訪談，歸納整理檢核模式與檢核問題。結合知識管理與本體論，設計檢核系統之知識架構與功能。最後，本研究模擬系統之操作過程，並分析其優點。研究成果如下：1.檢核流程分為：檢視各項公共設施項目；以物管角度進行設計檢討；提出規畫修正建議；提出物業管理計畫；試算管理費用等步驟。物管顧問遭遇之問題有三：檢核報告缺乏完整性；內隱之檢核知識不易傳承；新手無法有效的尋找所需檢核項目。2.本研究建立檢核系統之知識架構，並設計系統之三大功能為：輸入物管角度之設計準則；公共設施之物管檢討；搜尋與參考類似案例。3.模擬物管顧問使用檢核系統之功能，並分析檢核系統的優點有四：可融合多位物管顧問經驗；有系統的儲存個案資料；縮短檢核時間；檢核報告完整不遺漏。

In order to reduce problems during building operation and maintenance phase, clients often invite property management consultants to review the design schemes proposed by architects during building design phase. This study was interested in capturing and externalizing the property management knowledge the consultants use. The research objectives are: (1) to investigate the review process of property management consultant engagements and the problems occur; (2) to establish the framework of a property management review system to be employed in building design phase; and (3) to apply the 'property management review system' in a realistic project to demonstrate how the system works. Research methods such as case study and expert interview are employed. The research findings are: (1) The property management review process includes the steps of: inspect common facilities, review design schemes from the property management perspectives, recommend design revisions, propose property management plans, and estimate operation and maintenance costs. (2) The 'property management review system' consists of three major modules: input design criteria of common facilities from property management perspectives, review the design schemes of common facilities, search and refer to similar cases of common facility designs from other projects. (3) The application of the property management review system and the testing has shown that there are four benefits of this system: the knowledge of many property management consultants can be externalized, extracted and stored; design decisions of many cases can be stored for future references; the time spent for design review can be shortened; and the contents of the review reports will be more comprehensive.

1. 張又心(2011)。碩士論文(碩士論文)。台北市，國立臺灣科技大學建築研究所。
   連結：
2. 張又心(2011)。碩士論文(碩士論文)。台北市，國立臺灣科技大學建築研究所。
   連結：
3. 內政部營建署建築管理組。網址：http://www.cpami.gov.tw/chinese/index.php/
4. Awan, M. A.,Sattar, A.,Kim, C. G.,Hong, C. P.,Kim, S. D.(2012).Semantic Search and Retrieval System for Learning Objects.Proceedings of the International Conference on IT Convergence and Security 2011,Netherlands:
5. Chandrasekaran, B.,Josephson, J. R.,Benjamins, V. R.(1999).What are ontologies, and why do we need them?.Intelligent Systems and Their Applications, IEEE,14(1),20-26.
6. Dullea, J.,Song, I. Y.(1999).A taxonomy of recursive relationships and their structural validity in ER modeling.Conceptual Modeling-ER'99,Germany:
7. Gruber, T. R.(1995).Toward principles for the design of ontologies used for knowledge sharing.International Journal of Human Computer Studies,43(5),907-928.
8. Gruber, T. R.(1993).Ontolingua: A translation approach to portable ontology specifications.Knowledge Acquisition,5(2),199-200.
9. Nonaka, I.(1994).A dynamic theory of organizational knowledge creation.International Journal of Organization science,5(1),14-37.
10. Nonaka, I.,Takeuchi, H.(1995).The knowledge-creating company: How Japanese companies create the dynamics of innovation.USA:Oxford University Press.
11. Nonaka, I.,Toyama, R.,Nagata, A.(2000).A firm as a knowledge-creating entity: a new perspective on the theory of the firm.Industrial and Corporate Change,9(1),1-20.
12. Stanford, H. W.(2010).Effective Building Maintenance: Protection of Capital Assets.Indian:The Fairmont Press, Inc..
13. Storey, V. C.,Dey, D.,Ullrich, H.,Sundaresan, S.(1998).An ontology-based expert system for database design.Data & Knowledge Engineering,28(1),31-46.
14. Sugumaran, V.,Storey, V. C.(2002).Ontologies for conceptual modeling: their creation, use, and management.Data & Knowledge Engineering,42,251-271.
15. Wiig, K. M.(1997).Knowledge management: where did it come from and where will it go?.Expert Systems with Applications,13(1),1-14.
16. Wong, K. Y.,Aspinwall, E.(2006).Development of a knowledge management initiative and system: A case study.Expert Systems with Applications,30(4),633-641.
17. 內政部營建署(2003)。公寓大廈管理服務人員培訓講習教材（共同教材）。台北市:營建雜誌社。
18. 尤建新、孫繼德(2003)。物業管理實務。北京:中國建築工業出版社。
19. 吳韻吾、郭怡助、徐暐倉、游志勝(2010)。從建築物生命週期探討前期物業管理作業流程及介入時機之研究。物業管理學報，1(1)，13-24。
20. 李志明(2007)。碩士論文(碩士論文)。高雄市，國立高雄大學都市發展與建築研究所。
21. 周思畏譯、孫思源譯、Debowski, Shelda(2008)。知識管理。台北市:華泰文化事業。
22. 周積鈺(2007)。碩士論文(碩士論文)。台北市，國立臺灣科技大學建築研究所。
23. 張玉文譯、Peter, F. D.(2000)。知識管理，哈佛商業評論精選。台北市:天下遠見出版。
24. 黃世孟、杜功仁、張智元、卜遠程、王順治、張詩弘、顏世禮(2008)。物業管理名詞彙編。高雄市:麗文文化事業。
25. 楊政學(2008)。知識管理─理論、實務與個案。新北市:新文京開發出版。
26. 溫源鳳、湯凱喻(2007)。知識管理─科技、研發、資訊與績效。新北市:普林斯頓國際有限公司。
27. 葉乃嘉(2008)。知識管理─知識概論與知識平台導入實務。新北市:新文京開發出版。
28. 劉京偉譯、Arthur Andersen Business Consulting(2000)。知識管理的第一本書。台北市:商周。

1. 黃盈樺、陳維東、陳建偉、黃盈樺、陳維東、陳建偉(2016)。應用因素分析萃取住宅案場管理之關鍵成功因素。物業管理學報，7(2)，1-15。