Reza Javaherdashti1 and Mehdi Basirzadeh2
1 Eninco Engineering B.V., Netherlands
2 Kavosh Meyar Tabasum Pasargad Company, 81, Nami st. Ahwaz, Iran
Creativity is an essential part of innovative product development and the origin of successful products. Several methods support activities in developing innovative products, one of them is the Theory of the Inventive Problem Solving (TRIZ).
TRIZ (pronounced TREEZ) is a Russian acronym: “теория решения изобретательских задач”
T | Teorija |
R | Reshenija |
I | Izobretatelskih |
Z | Zadach |
Literally: TRIZ is “a problem‐solving, analysis and forecasting tool derived from the study of patterns of invention in the global patent literature” [1].
TRIZ is a theory for solving inventive problems. It supports the idea that unresolved problems are the result of conflicting goals (constraints) and unproductive thinking. It suggests breaking out of a nonproductive thinking mold by reframing the contradicting and competing goals in such a way that the contradictions disappear [2].
TRIZ is a state‐of‐the‐art technology for innovation that can be used in many industries and sciences. TRIZ is a systematic process that develops critical thinking skills and encourages creativity and innovation. TRIZ elements can be used effectively by a wide range of people – from children to adults. The origin of TRIZ is derived from experimental data, patents, and the documentation of how innovative people solved inventory problems [3].
It was developed by the Soviet inventor and science‐fiction author Genrich Altshuller (1926–1998) and his colleagues, beginning in 1946. In English the name is typically rendered as “the theory of inventive problem solving” and occasionally abbreviated in English as TIPS [4].
“TRIZ is a systematic approach for understanding and solving problems which allows clear thinking and the generation of innovative ideas” [5].
TRIZ is a problem solving and brainstorming technique that that is especially popular among design engineers [6].
TRIZ provides a wide range of domestic products and services for the chemical, petrochemical, gas transportation, oil‐producing, energy, and other industries.
TRIZ is one of the leading companies in the machine‐building industry with a complete production cycle from design to service, and specializes in the production of compressors, pumps, and auxiliary equipment. The company also provides services for the repair, reconstruction, increase of reliability, productivity, dynamic stability, resource, and service life of dynamic equipment from various manufacturers.
TRIZ's intellectual and production capabilities enable the implementation of projects for the reconstruction and modernization of equipment without the involvement of contractors, which makes it possible to continuously monitor all production processes.
TRIZ systematically expands production facilities using modern equipment in order to fully and timely meet customer needs.
TRIZ is a comprehensive source of resources and services for the largest companies in Ukraine, Russia, Belarus, Uzbekistan, Poland, and other countries in Europe and Asia [7].
TRIZ is a young but evolving science. TRIZ is evolving not only deeper, but also broadly (expanding), creating for the exact sciences. Today, TRIZ begins to penetrate scientific and artistic systems. There was a time when trying to formulate the principles for solving a creative technical problem seemed timid and hesitant [8].
TRIZ is almost certain to produce a simpler, less expensive, and more effective solution than what would otherwise be obtained [9].
One can think of TRIZ as another way of Lateral Thinking.
TRIZ is based on two basic principles:
TRIZ is unique because of its “problematic” approach. In particular, TRIZ faces all possible problems as a conflict of two different situations that are not usually applicable to each other. As a tool developed by engineers, there may be 40 industry‐oriented TRIZ principles, however, they can apply to business sector or even everyday problems.
TRIZ can be done in three main steps;
Altshuller concluded that similar approaches, used in many different areas, have created very effective solutions in his research. The creators have repeatedly reviewed these solutions.
During his research, Altshuller felt the need for creativity theory with the following conditions;
The benefit of TRIZ is that conflicts and contradictions can be resolved using innovative solutions. The three basic principles of TRIZ are as follows;
TRIZ is a structure with innovative philosophy, methods, and tools (Figure 6.1). The TRIZ philosophy of excellence displays resources and contradictions. The most important tool of TRIZ is ARIZ. ARIZ is a creative algorithm for problem solving. The most widely used TRIZ tool is the Contradiction Matrix (Appendix 6.A).
Altshuller describes TRIZ as “a methodology that disciplines thinking to stimulate the inspiration that leads to daring solutions to problems” [12].
The thinking about a problem's solution must begin with the “what is” of the problem space and move toward the “what will be” of the solution space [13].
Application of the TRIZ methodology provides the bridge between these two; it is the problem space which is characterized and resolved. TRIZ has the reputation as the only systematic problem solving and innovation tool‐kit available.
The TRIZ toolkit consists of several tools; each of them is most effective against a separate type of problem [14], but they can all be used in relation to each other.
TRIZ is not so much a theory as it is a global practice used by some of the world's most innovative companies. Some of these include Proctor & Gamble, Boeing, Siemens, 3M, Hewlett‐Packard, Eli Lilly, Honeywell, NASA, Toyota, Intel, Johnson & Johnson, Motorola, and many more. Although TRIZ is used in a wide range of industries and organizations, it is still a relatively undiscovered method. Part of this is due to its abstract nature, even if it is something that gives TRIZ the innovative problem‐solving power. The other part is that the entire business is nowhere in the S‐curve where it has embraced innovation as a systematic driving force – although it is close and some companies have taken the path [15].
TRIZ is a large and accurate toolkit, but many tools overlap, because TRIZ is designed to fit a variety of problem‐solving techniques. Part of TRIZ's ingenuity is that it allows people to create their own TRIZ personalized tool that best fits their problem‐solving style. It's a bit like having a gym with a wide range of equipment – people choose and use only a fraction of that equipment, depending on what suits them and what fitness problem they choose. The TRIZ toolbox is almost identical – there are tools that have specific goals and tools that one uses extensively [16].
The tools that make up this method include Inventive Principles, Evolution Laws, Smart Little People, Ideality, Substance‐Field Analysis (SFA), Flow Analysis, Feature Transfer, Standard Solutions, Separation Principles, Multiscreen (9‐windows), Trimming, and Contradiction. It must be noted that Contradiction is on the most used tool. This process is very powerful for breaking down existing design paradigms and moving on to new and exciting ones [17].
Systematic Innovation works on several levels: (Figure 6.2) first, a set of tools; second, a complete process that links different tools together for any given innovation situation; and third, a set of philosophical ideas [18].
The philosophy of TRIZ: TRIZ is a powerful problem‐solving philosophy based on logic and data. You can solve specific problems by applying generic solutions to similar issues.
It is designed to estimate creative problem solving and product design.
It is designed to establish principles that are common to all fields of technology.
It is designed to eliminate contradictions.
It is designed to use materials, energy, and knowledge effectively to create beneficial effects [19].
An answer to the question “What is the essence of TRIZ?” stated in 50 words.
Essence of TRIZ:
Recognition that
technical systems evolve
towards the increase of ideality
by overcoming contradictions
mostly with minimal introduction of resources.
Thus, for creative problem solving,
TRIZ provides a dialectic way of thinking,
i.e.
to understand the problem as a system,
to image the ideal solution first, and
to solve contradictions. [20]
Through the analysis of many inventions in the development of TRIZ, Genrich Altshuller discovered that different inventions involve different levels of creativity. Therefore, it seems that different tools and techniques are needed to create all types of inventions. (Obviously, the invention of the pencil with an internal eraser is very different from the invention of the steam engine.) In the late 1960s, Altshuller defined various levels for inventive problems related to;
LEVEL 1 – Apparent (no invention). ~1–10 solutions are considered.
Established solutions; well‐known, and easily accessible.
LEVEL 2 – Improvement. ~10–100 solutions considered.
Existing system improved, usually with some compromise (example; bifocals).
LEVEL 3 – Invention within paradigm. ~100–1000 solutions considered.
A concept for a new generation of an existing system (example; automatic transmission).
LEVEL 4 – Invention outside paradigm. ~1000–100 000 solutions considered.
A new concept for performing the primary function of an existing system (example; jet aircraft, integrated circuit).
LEVEL 5 – Discovery. More than 100 000 solutions considered.
Pioneering invention of an essentially new system (example; laser, radio) [21].
In 1946, Genrich Altshuller, a 20‐year‐old patent investigator, recognized the patterns of ordinary thinking when inventing and developed the basic idea of TRIZ theory. He sent a proposal to Joseph Stalin, but was sent to a camp in Siberia, where he continued to develop his ideas. He was released after five years, published his work from TRIZ, and opened a number of TRIZ schools in various parts of the Soviet Union. His activities were banned in 1974, but he was allowed to return during the Perestroika years. During these 50‐plus years of development, thousands of researchers/engineers have been involved in TRIZ research and development to claim the world's patents, i.e. 2.5 million patents in total, as is sometimes being claimed, in its technological semantics and to establish the system of the TRIZ methodology.
Since the 1980s, especially after the end of the Cold War, a number of ex‐USSR TRIZ specialists immigrated to the western countries and brought TRIZ ideas with them. Sweden, the US, and Israel were active in receiving them. Particularly in the United States, some companies have started developing software tools of TRIZ. In Japan, introduction/promotion activities have been started in a significant scale only since 1997 [22].
For a period from 1970 to 1980, many TRIZ schools were opened throughout the Soviet Union, training hundreds of students, and during this time, Altshuller traveled there to conduct seminars. This phase ended in 1980 when the first TRIZ special conference was held in Petrozavodsk, Russia. In the next period, from 1980 to 1985, TRIZ received quite a bit of publicity in the Soviet Union. Many people became familiar with TRIZ and Altshuller veterans, and the first TRIZ specialists and semiprofessionals appeared. Altshuller was highly efficient at developing his TRIZ model due to the large number of seminars he conducted, the various TRIZ schools that were founded, and the followers of those who joined the ranks, allowing for the rapid testing of ideas and tools. TRIZ schools in St. Petersburg, Kishinev, Minsk, Novosibirsk, and other cities became very active under Altshuller's leadership.
In 1986, the situation changed dramatically. Altshuller's deteriorating health limited his ability to work on TRIZ and control its growth, and for the first time in the history of TRIZ, perestroika allowed it to be used commercially. The Russian TRIZ Association was founded in 1989 with Altshuller as president.
The economic situation in the former Soviet Union worsened from 1991 onwards, and many capable TRIZ professionals, most of whom had established their own businesses, were forced to emigrate. Many TRIZ professionals immigrated to the United States and began promoting TRIZ individually. Others found international partners and established TRIZ companies.
There are many consultants and companies today that offer training, consulting, and software tools. http://Trizjournal.com is a source for the dissemination of knowledge and information about the development and application of TRIZ worldwide [23].
The life of Genrich Altshuller, the father of TRIZ as we know him, inspires all TRIZ lovers. His career as a patent secretary, the fierce struggles in the Verkota and Glag prisons, and the great inventions of TRIZ are fascinating to anyone who studies it. This section is a collection of different facts and events in his life from different sources. I thank all the websites hosting Altshuller's biography, which helped me to know him better.
Genrich Altshuller was born on October 15, 1926 in Tashkent, Uzbekistan (former Soviet Union) to a family of journalists. A few years later, the family moved to Baku, Azerbaijan (Soviet Union). He was Jewish. He studied in Baku and spent most of his life there. After finishing high school in Baku, he studied at the Azerbaijan Industrial Institute.
After graduating, he joined the Russian Navy. He was trained as a pilot on a World War II fighter plane, but he was not much involved on the battlefield. He worked at the Russian Naval Innovation Center where his job was to screen patents. This was the ideal place for his creative thinking to flourish. Altshuller began his career in 1946 when he was only 20 years old. He studied thousands and thousands of patents and discovered the logic of innovation, later known as TRIZ.
He was brilliant and inventive from his childhood. He was awarded his first author's certificate (equivalent to a patent) when he was only 14. He invented diving gear and a jet engine boat while he was studying in school.
During 1946–1948 he discovered the key TRIZ techniques. He used TRIZ to survive World War II devastation.
In 1948, Altshuller and his friend made fundamental proposals to the Russian government, but the result was negative and he was imprisoned for a long time. He was forced to stay in a labor camp in Vorkuta, in the terrible cold above the Arctic Circle. He went through a very difficult time in GULAG (Soviet prison system).
Interestingly, Altshuller was not the only prison elite, many other elites and academics were imprisoned under the dictatorship of Stalin.
He took this unique opportunity to learn many fields, including mathematics, logic, science, foreign languages, and more. This knowledge helped Altshuller to understand different systems from a generic perspective. After his arrest, Altshuller began writing stories and articles on science and fiction. His first article on TRIZ was published in 1956.
His first story, Icarus and Daedalus, was published in 1957. He was writing under the pen‐name Altov. He wrote many other books, such as “Ballad of the Stars,” “Donkey and Axiom,” etc., which ware later translated into many other languages.
All his writings were full of brilliant and creative ideas. Altshuller wrote the book “And Suddenly the Inventor Appeared,” published it in 1984, it was a view at the young generation's decisive response. This was his best‐selling book.
Altshuller spent most of hi life studying patents. He displayed more than 200 000 patents to see how those problems were solved. He found that very few of them were real inventions; the majority are just direct advanced modifications of previous submissions. He found that all of those inventions used a specific set of rules to solve problems.
Basically, the same set of rules has been used over and over again to solve all types of innovative problems. He mentioned 40 such rules as his Inventive Principles, which is considered to be the main technique of TRIZ. Instead of categorizing patents into common industry classes, Altshuller classified these patents into five different levels according to the novelty of their patents.
They are; (i) common design problems (solved by knowledge within the specialty), (ii) minor improvements in the existing system (use of knowledge in industry), (iii) basic/fundamental improvements in an existing system (use of knowledge inside and outside the industry system), (iv) new inventions (using knowledge about technology), and (v) rare discoveries (using knowledge of science and beyond). 99% of patents were in the first four groups, and less than 1% were found to be new discoveries.
Altshuller distinguishes between a general problem and an Inventive problem. He stated: “An innovative problem is an innovation in which the solution causes another problem.” For example, “Increasing the strength of a metal plate makes it heavier.” We need strength of the plate but not its weight.
Inventors have traditionally compromised between strength (improving feature) and weight (worsening feature) and resorted to some trade‐off, such that the plate is neither too thick nor too weak. However, these solutions did not bring the maximum desired (ideal) result, because the plate was neither too strong nor too light. An inventive solution does not compromise, but eliminates the contradiction, that is, it increases the benefits of improving the feature (strength) and reduces the effects of worsening the feature (weight).
Altshuller not only wrote articles and books, but also organized several workshops and seminars on TRIZ. Some workshops lasted as long as intensive training programs (for several weeks). In 1971, he founded the “Public Institute for Innovative Creativity;” the world's first TRIZ Institute. He helped organize local TRIZ schools through students and TRIZ enthusiasts. There were more than 500 such TRIZ schools throughout the former Soviet Union.
He wrote approximately 20 books and 400 articles on TRIZ, and he held some 65 seminars, taught more than one thousand students, and was the author of several patents. Altshuller believed that a healthy society needed more creative people, because creative people pursue their noble goals. Without these people, the problems of human society would become acute and lead to destruction. Philosophically, he was a great rationalist and believed that the power of reasoning could solve all problems.
TRIZ is the method of his rational approach to strong thinking and problem solving. In 1989, Altshuller became president of the “International TRIZ Association,” founded by his friends and students. In 1990, he and his family moved to Petrozavodsk, Russia, where he lived for the rest of his life. His presence in Petrozavodsk turned this town into a TRIZ research and communication center.
This great soul passed away on September 24, 1998, of complications from Parkinson's disease. Altshuller's wife, Valentina Zhuravleva, lived until 2004. He was also co‐author of many science and fiction books. Altshuller left behind a revolutionary science, the TRIZ, which will keep him alive in the memory of thousands of people around the world. His great discoveries and his contribution to humanity will immortalize him forever into the future [24].
In TRIZ matrix terminology, a problem is often called a contradiction. This is because the Russian scientist realized that improving the product on the one hand would make it worse on the other.
There are two types of system contradictions.
Technical Contradictions (TCs), where the improvement of one characteristic degrades a different characteristic (power vs. weight, speed vs. size, etc.). Traditionally, this contradiction has led to system compromise. TRIZ seeks to eliminate the contradiction and prevent compromise.
Physical Contradictions (PC), where the characteristics of the system contradicts itself (i.e. they must be both higher and lower, present and absent, etc.). TRIZ tries to turn PCs into TCs [25].
Here are examples of some common TCs that are often encountered:
Here are some classic examples of PCs:
Probably the strongest point of TRIZ's approach is that its goal is to solve so‐called contradictions. While the traditional engineering approach is to find compromise, or trade‐off, for contradictions, TRIZ tries to resolve contradictions on a regular basis. It does this by identifying the reason why progress is impossible. Using 40 innovative principles offers a solution to contradictions [28].
Problem solving often involves understanding and resolving conflicting requirements – improvement in one area is the detriment of something else (TCs), or we may want to do the same in opposite situations but at different times or places. An umbrella should be small and large (physical contrasts).
Once we understand the conflict in the required conditions, we can use the TRIZ processes to discover the contradictions and the tools to resolve them [29].
TC means that when parameter “A” changes, another “B” changes at the same time in one system. For example, power versus fuel consumption and weight versus power in the car system. Problems related to technical conflict can be solved through the contradiction matrix and related inventive principles. After interpreting these principles, solutions were found using the TRIZ method. As shown in Figure 6.3, by reducing the contrast, one parameter “A” improves without the other parameter “B” becoming worse [30].
The 40 inventive principles and contradiction elimination of TRIZ techniques are good ways to solve the problem of innovative engineering design with system contradictions. TRIZ does not create successful solutions by “better brainstorming” or teaching people to “think creatively.” In dealing with contradictions, TRIZ provides breakthrough solutions by providing tools to find the problem behind the problem and eliminate it. The general method for inventive design with TRIZ is shown in Figure 6.4 [31].
There are the 39 domains (technical parameters) defined in TRIZ as the source of the contradiction. Most inventions are related to contradiction resolution. Differences between the two items occur; one is what you are looking for and the other is what you would expect.
For example, to make the car accelerate faster, you may put a larger engine in it, but the weight of the engine reduces its performance. This is the contrast between strength (you want) and weight (which you do not want) [32].
The patterns and lines of evolution of the technology system are useful in identifying new ideas, but they are not specific concepts of next‐generation technologies. Concept development for next generation technologies should be completed after generating ideas. There are two types of problems for developing the concept, as follows:
The TRIZ Tools which are useful for use in these situations are inventive principles, standard solutions, and effects; Figure 6.5 shows this. The ideas are first analyzed and then decisions are made. If there are contradictions, inventive principles or standard solutions are chosen to resolve them. If there is no contradiction, meaning that physics is lost for the realization of ideas, effects must be chosen. New concepts developed are evaluated. If one or two concepts are accepted they are input into the design and manufacture process, otherwise they should be returned to the idea analysis.
There are two types of inventive principles for resolving technical and physical conflicts. 39 engineering parameters and a matrix are used to select a few of the 40 principles, which are related to resolving a particular conflict. There are four principles of separation to resolve PCs; they are selected according to space, time, conditions, or parts of the whole.
In TRIZ there are 76 standard solutions that are divided into 5 classes. First, Substance‐Field models are developed to solve the problem. Then, a standard solution from class 1 to class 4 is selected by the Su‐Field model and a solution is obtained from that. Class 5 is last to be used to correct the pre‐solution, and the final solution is obtained.
Impacts in TRIZ are useful for creating physics or working principles to realize the ideas generated in Fuzzy Front End (FFE). About 10 000 effects have been described in the sciences, including physics, mathematics, chemistry, and so on. Some of them may be used to determine the principles of work in product design.
An ordinary engineer usually knows about 100 effects, so a data base of effects is a type of assistant tool for product designers. Some computer‐aided innovation (CAI) software is needed as a tool or assistance. These include databases for evolution, principles, standard solutions, and effects. Many companies in the developed world have used them, for example GM, MADMAX, DARPA, REVEO, and partners who they took advantage of this program [33].
The paradox and contradiction appear when the search to improve one desirable feature makes another desirable worse! Solving a typical problem usually leads to a compromise solution. As mentioned earlier, the most innovative solution is achieved when a technical problem containing a contradiction is solved by the complete elimination of the contradiction.
Altshuller, from his research on more than 40 000 of the most patented inventions, found that there were only “39 features” that could either be improved or destroyed. Therefore, any problem can be described as a conflict between a pair of parameters (2 of 39 parameters).
In the past, many patents have resolved these individual conflicts in a number of different contexts. Conflicts were resolved over and over again, sometimes several years apart. He concluded that the “40 Principles of Invention” were used to fully resolve these contradictions, and not as a trade‐off or compromise. He added: “If the second researchers had known these preliminary results, they would have solved their problems more easily.”
Altshuller therefore seeks to extract and organize common contradictions and principles for resolving these contradictions. He uses it in the form of a matrix of 39 improving parameters and 39 worsening parameters (39 × 39 matrix) with each cell entering the most innovative principles (maximum 4). This matrix is known as the “CONTRADICTION MATRIX” and is still the simplest and easiest TRIZ tool. (See Contradiction Matrix) [34].
Assuming we improve the speed of the car by installing a larger engine, the mileage will be affected; this creates a “contradiction.” The challenge that TRIZ has addressed is how to improve one or more features without compromising the performance of the other features. The Russian scientist found this issue at the core of all patents that were being filed. He also found that most of the “contradictions” faced by different industries are the same. For example, cost versus speed, accuracy versus speed, and so on.
Because the contradictions are more or less the same across industries, so are their solutions. The creators of the TRIZ matrix recorded their solutions in what is called the 40 problem‐solving inventive principles [35].
In search of the patent, Altshuller identified 39 technical parameters, including mass, volume, and stability. According to Altshuller's early publications, it is incorrect production that improves one parameter and leads to worsening another. These so‐called TCs can be resolved with one of the elements of TRIZ – the contradiction matrix – which suggests which of the 40 identified “inventive principles” should be used to overcome the contradiction. Improved parameters are listed vertically, and worse parameters are listed horizontally, see Figure 6.6 [36].
The 40 Principles and Matrix of Contradiction are two of the innovative problem‐solving tools in TRIZ. We learn which of the 40 Principles and Matrix of Contradictions is more important and significant as we try to discover the contradiction in the matrix with the help of their frequency, that is, how many times they appear [37]. All 40 principles are ranked according to the frequency of use in the contradiction matrix. This study found that only 20 principles are able to address more than 75% of the contradictions [38].
One of the tools used to overcome TCs is called “principles.” TRIZ offers 40 inventive principles to resolve contradictions in the system. The 40 principles for implementing a technical system and within are a general suggestion. Altshuller discovered these principles in the research and synthesis of thousands of patents. These were some of the keys to how innovative people could solve problems that were pioneering and independent of industry or science. These principles are general enough to be applied to various problems, products, and industries to create innovative solutions. TRIZ has laid the groundwork for systematic innovation and provided a constantly evolving discipline for organized learning. 40 TRIZ Principles are a list of known solutions. Studying these existing solutions can inspire you to solve new problems and come up with innovative solutions [39] Table 6.1.
The TRIZ matrix is at the heart of the TRIZ problem solving methodology. Therefore before we begin understanding the specific steps that apply to the TRIZ method, it is essential that we understand the logic behind those steps, i.e. the TRIZ problem solving methodology.
The TRIZ method is based on the assumption that all technological innovations that have taken place in various industries are based on a set of “inventive principles.” The TRIZ method states that any particular problem that an organization faces can be reduced to a general problem that it has already encountered. This general problem has a general solution based on one of the 40 inventive principles of the invention in which the matrix exists. Therefore, the use of matrices suggests a general solution. This general solution can then be used to provide a specific solution to the specific problem that the organization is facing. Terms can be confusing and therefore an example in this scenario would be useful.
Table 6.1 List of TRIZ 40 inventive principles and their opposites.
# | Principle | Opposite |
---|---|---|
1 | segmentation | merging (#5), integration, agglomeration |
2 | taking out | merging (#5); adding in |
3 | local quality | universality (#6); global quality |
4 | asymmetry | symmetry; balance |
5 | merging | segmentation (#1); separating |
6 | universality | local quality (#3); locality |
7 | nested doll | mutual exclusivity or mismatch |
8 | anti‐weight | weight |
9 | preliminary anti‐action | preliminary action (#10); afterward anti‐action |
10 | preliminary action | preliminary anti‐action (#9); afterward action |
11 | beforehand cushioning | afterward cushioning |
12 | equipotentiality | increase potentiality |
13 | the other way around | internally contains opposites |
14 | spheroidality – curvature | linearity |
15 | dynamics | statics |
16 | partial or excessive actions | this is its own opposite |
17 | another dimension | increase or decrease dimensionality |
18 | mechanical vibration | remove vibration |
19 | periodic action | periodic inaction; continuous action (#20) |
20 | continuity of useful action | periodic action (#19); continuity of useful inaction |
21 | skipping | do at low speed to get combination of actions |
22 | blessing in disguise; turn lemons into lemonade | curse in disguise; turn sugar into vinegar |
23 | feedback | lack of feedback; uncontrolled; positive feedback (feed forward) |
24 | intermediary | remove intermediary; simplify; self‐service (#25) |
25 | self‐service | single purpose device; intermediary (#24) |
26 | copying | avoid copies; use original |
27 | use cheap replacement objects | use expensive replacements, use expensive original |
28 | substitution for mechanical means | substitution by mechanical means |
29 | pneumatics and hydraulics | mechanical |
30 | flexible shells and thin films | rigid shells and thick slabs |
31 | porous materials | impermeable materials |
32 | color changes | use monochrome systems; use negative images |
33 | homogeneity | heterogeneity |
34 | discarding and recovering | this is its own opposite |
35 | parameter changes | parameter constancy |
36 | phase transitions | phase stability |
37 | thermal expansion | dimensional stability |
38 | strong oxidants | strong reducers |
39 | inert atmosphere | active atmosphere; presence of atmosphere; remove neutral parts; add active parts |
40 | composite materials | monolithic materials |
As the fundamental general scheme of problem solving, the Four‐Box Scheme has been recommended not only in TRIZ, but also more widely in science and technology. For solving a user's specific problem, the scheme describes converting the problem into a generalized problem at an abstract level, finding a generalized solution to it with reference to some known models, and then interpreting it back into a specific solution in the user's real situation. To assist problem solvers in this scheme, TRIZ, science, and technology in general have developed a variety of knowledge bases and theories. The current general situation is shown in Figure 6.7
The accumulated models and knowledge bases are presented to the users in parallel as a wide range of different alternative advices, suggestions, or hints.
A guidance which is either irrelevant to the case or is proved to be wrong and inappropriate is neither effective nor reliable. There is no clear general way to select the models; the ways of abstracting the problem into the model are often vague, and the ways of concretizing the model solution to specific solutions rely on intuition.
Thus the “Four‐Box Scheme” in theory places problem‐solvers in an ambiguous (obscure) world. The contents of the “Four Boxes” have yet to be described in a meaningful, yet general, way to cover the field of creative problem solving in technology [40].
TRIZ method for solving problems:
For example: Intersection of external damaging factors and functional time of stationary object in the contradiction matrix (Figure 6.8): 17 – Transition into another dimension, 1 – Segmentation, 40 – Composite materials, 33 – Homogeneity [41].
A systematic creativity process may consist of four major steps. As shown in Figure 6.9, definition is the first step. The second step is to select the most appropriate tools. The third step is to try to generate solutions. The fourth step is to evaluate and down‐select.
PC: An action should be provided to achieve useful results and not provided to avoid harmful result. PC describes opposite requirements to the same parameter.
Separation principles help when some PC stands between you and an innovation, and you need to resolve the conflict with minimal or no trade‐off. For example, you need the water in the system to be hot for some functions but cold for others.
The separation principles come from the TRIZ, and they are defined a little differently by different experts. For simplicity, we characterize the separation principles by separating contradictory properties in time, space, scale, and condition.
TCs are typically related to properties of the entire technical system, but PCs relate to physical properties of one characteristic of an element of the system. The Tables 6.2 and 6.3 give some examples for these types of contradictions.
Table 6.2 Technical contradiction examples.
Technical Contradictions (examples) | |
---|---|
Improving Parameter | Worsening Parameter |
Power | Weight |
Complexity | Functionality |
Adaptability | Reliability |
Productivity | Precision |
Convenience of Use | Manufacturability |
Table 6.3 Physical contradictions examples.
Physical Contradictions (examples) | |
---|---|
Characteristic “A” | Characteristic “Non‐A" |
Electro conductivity | Dielectric |
Liquid | Solid |
Hard | Soft |
Fast | Slow |
Strong | Weak |
Contradictions arise in this process when technical requests are made to improve the existing system. An important concept to note is that based on any TC, we can find the physical cause of the contradiction. Almost all TCs can be turned into a corresponding PC. When we turn our TC into a PC, we define a specific physical problem that can be easily solved using “physical” principles and physical, chemical, and geometric effects along with other phenomena [42].
A PC exists when solving a problem in one parameter of a system is improved and the same parameter of that system is also degraded.
Algorithm for the resolution of a PC:
When dealing with a known PC, one can use one of the following four principles for overcoming this type of contradiction.
By time separation, inconsistencies can be resolved by identifying a time period in which one function is performed and another time period in which another function is performed. It resolves these contradictions as long as the separations do not overlap in time.
Example: Water faucet
The contradicting requirements for a water faucet are; (i) the water must be BLOCKED, and (ii) the water must FLOW. These contradicting requirements can be separated in time; (i) the water should be BLOCKED during the time the faucet is shut, and (ii) the water should FLOW during the time the faucet is open (Figure 6.10).
Separation in space can resolve contradictions in which two or more contradictory systems requirements must be fulfilled, at the same time. That is, if an object is required to have property “A” and not have property “A,” then one can separate the object into two objects, each with its own properties. Conversely, the contradiction may be resolved if one part of the object has property “A" and the other part does not have it.
Example: Hot and cold Water faucet
The contradicting requirements for a water faucet are; (i) the water must be hot, and (ii) the water must be cold. These contradicting requirements can be separated in space. There is one faucet and two handles; one for hot water and another for cold water (Figure 6.11).
Resolving contradictions by way of separation between the parts and the whole may be employed when contradictory requirements state that a system exhibits specific properties, and at the same time and space, one or more of its parts exhibits opposing properties.
Example: Motorcycle chain
The contradicting requirements for a mechanical force transmission system between a motorcycle engine sprocket and a rear‐wheel sprocket are; (i) the transmission system must be RIGID in order to transmit force and match properly with the two sprockets, and (ii) the transmission system must be FLEXIBLE in order to wrap around the two rotating sprockets (Figure 6.12).
The property expressed at the micro level (the chains links) is rigid when made to interface with the sprockets' teeth as well as each other by way of hinging pins. However, the overall system behavior expressed at the macro level (i.e. the motorcycle chain) is flexible [44].
Example: An interesting consumer example of separation upon condition is the new Crayola® product for kids to color. It uses a special crayon and paper design, which only enables coloring on a specialty paper that you must buy from Crayola. The crayons will not write on walls! (Figure 6.13).
The inventive principles most applicable to separation in space include segmentation, taking out/trimming, local quality, asymmetry, nested doll, other way around, curvature, another dimension, intermediary, copying, and flexible shells/thin films.
The inventive principles most applicable to separation in time include preliminary anti‐action, preliminary action, beforehand cushioning, dynamism, partial or excessive action, mechanical vibration, periodic action, continuity of useful action, skipping, copying, discarding and recovering, and thermal expansion.
The inventive principles that can be used for condition‐based separation – the physical properties of a system in response to an external condition – are mechanics substitution, pneumatics and hydraulics, porous materials, color changes, parameter changes, phase transition, and strong oxidants [45].
The TRIZ concept of Ideal Final Result (IFR) suggests that we determine what is ideally expected in a problem situation, irrespective of whether it is possible or not. The ideality of a product, process, or situation is achieved when all the functions of the product or process are achieved without facing any problems or cost [46].
Ideality is one of the building blocks of the TRIZ logic. Defining ideality is helpful to understanding where you currently are. You can use it to describe where you want to get to, and it is essential when you are comparing options. Ideality is the ratio between all the good things you want (benefits) and any downsides (costs and harms).
Benefits divided by all costs, Formula (6.1).
Benefits are all good outcomes. A list of benefits is a list of all the things that you want, without any detail of how you get them (benefits cannot contain solutions).
Costs are all inputs required to create your system, not only money, but also time, resources, and energy.
Harms are all outcomes you don't want. Nothing is neutral in TRIZ; an outcome is either wanted (and a benefit) or not (and therefore a harm) [47].
According to TRIZ, the Ideal Final Goal is what we ultimately wish to achieve. The Ideal Final Product is no product; only the results.
The wants to achieve all the useful functions without any resources. In other words, the ideal product should need no space, no time, no cost, and no maintenance. The ideality is generally measured by the following function, Formula (6.2).
According to the above function, with the increase of positive features, the degree of ideality increases. Ideally, it becomes 100% when the system contains all the positive features or achieves all the desired functions without the need for any effort or cost, and without creating harmful effects. However, it is almost impossible to achieve the above definition of the ideal. Nevertheless, when it is not possible to achieve a 100% ideal, the next ideal level may be targeted. In general, the ideality of the system can be increased by using the following methods:
From commonsense point of view we can see that a higher level of ideality can be achieved by obtaining maximum results and by using minimum resources. In some cases, very complicated problems can be solved by using unwanted or harmful resources to produce something useful. Inventive Principle‐22: Blessings in disguise, also suggests the same; to turn harmful elements into useful resources. Let's see how to use the resources more effectively and efficiently [48].
The ideal anti‐corrosive material is no corrosion in material. The ideal corrosion solution is a “No Corrosion” environment without implementing any effort (Figure 6.14).
Useful effects include all the valuable results of the system's functioning. Harmful effects include undesired inputs such as cost, footprint, energy consumed, pollution, danger, corrosion, etc. The ideal state is one where there are only benefits and no harmful effects. It is to this state that product systems will evolve. From a design point of view, engineers must continue to pursue greater benefits and reduce cost of labor, materials, energy, and harmful side effects. Normally, when improving a benefit results in increased harmful effects, a trade‐off is made, but the Law of Ideality drives designs to eliminate or solve any trade‐offs or design contradictions. The IFR will eventually be a product where the beneficial function exists but the machine itself does not. The evolution of the mechanical spring‐driven watch into the electronic quartz crystal watch is an example of moving toward ideality.
Ideality is a powerful concept since it requires defining an ultimate system; an “ideal” system. An ideal system is a system which does not exist, but its function is delivered. Altshuller noted that increasing the degree of ideality is a trend which governs evolution of almost each technical system. The same happens with business systems; the more we can deliver with less, the more effective and efficient the system will be. For instance, introducing IT support helps businesses to greatly reduce expenses by automating business processes. Using web‐based marketing through social networks helps entrepreneurs reach millions of potential customers around the globe without leaving the house. Of course, a completely ideal system may not exist due to the law of energy preservation, but keeping the concept of ideality in mind when solving problems or designing new systems provides a platform for the “right thinking.”
Although new management methods, such as Lean and Six Sigma, also increase the degree of idealism, they only do so within a certain range, while TRIZ techniques help to make disruptive changes to the ideal degree. Existence of systems will increase sharply; that's why many Six Sigma professionals learn TRIZ and integrate TRIZ with Six Sigma practices [49].
An ideal system does not exist, but all of its functions are fulfilled at the right time and at the right place; without energy, substance, or other resources, and without any ill effects.
Here:
I – idealization level (dimensionless performance);
F – useful function (effect);
Q – quality of useful function;
C – time and mean cost for useful function implementation;
H – nuisances;
α, β – accommodation coefficients.
Common sense suggests that the value of useful functions should increase, and the cost and nuisances should decrease, and then the ideality increases. When the numerator approaches infinity or the denominator approaches zero, this will occur.
It is often assumed that growth is the ideal attribute of progress, and therefore the traditional method of increasing numerator and reducing denominators seems justified. A. Seredinski has suggested expanding this concept [50].
If one looks at the ideality formula from a mathematical point of view, it becomes necessary to analyze all the other possibilities. We present the formula in a simple way (6.4).
The idealization level Formula (6.3) can be shown as:
Values of numerator and denominator can change; they can decrease, remain constant, or increase. We shall consider all of the possibilities and construct Table 6.4 where the rows will specify the types of “behavior” of a numerator, and the columns specify a denominator. The arrow, when pointing upwards, means growth, and when pointing downwards, means reduction. In cells where a line and column cross, we shall mark the “behavior” of ideality. Double arrows mean strong change.
Let's look at all nine cells.
The increase in degree of ideality is traditional, and is considered to be a simultaneous increase of the numerator and decrease of the denominator – as shown in cell #7. Cells #4 and #8 also characterize growth of ideality, though it is as not as rapidly as in cell #7.
Cell #3 shows the worst alternative. If the sum of useful functions decrease, and the harmful functions and costs increase, it leads to a sharp decline in ideality. Ideality also decreases in cells #2 and #6, though not as fast as in cell #3.
A constant ideality is shown in cell #5.
What is happening in the cells located on the ends of a diagonal, cells #1 and #9? The answer is not obvious. What occurs if the numerator and denominator either increase or decrease simultaneously?
For the answer to this question we will use simple reasoning.
Let us assume that the numerator has increased by four times, and the denominator by two times. Naturally, the factor of ideality will increase by two times, and vice‐versa. Therefore, it seems that ideality can also grow when both the numerator and the denominator change “in the same direction,” i.e. both either increase or decrease [51].
Today, quality practitioners are placing considerable emphasis on achieving compliance with Quality Management Standards (QMS) (i.e. ISO 9001, EN 15224, ISO/TS16949, etc.) which are essential to ensure compatibility in the supply chain. TRIZ is a tool to improve creativity, which is needed to help solve difficult problems or predict the future development of systems. Most often it is helpful in situations that present a serious threat to the organization's survival (i.e. a competitor has better products or services at lower prices, the cost of materials is increasing faster than the prices of our products, or we could improve our market position if we could improve xxx). Predictions about the future form the basis upon which all decisions are made, and any improvement requires the prediction of evolution. To find the best solution the cooperation of interdisciplinary teams is required, which is why we decided to develop a tool based on merging Deming's System of Profound Knowledge with Altshuller's Theory of Inventive Problem‐Solving. Such a tool will enable us to fulfill Fignebaum's foundation for business success; Innovate in product, service leadership, and cycle‐time management.
To use TRIZ tools for improving your QMS, consider your organization as a system generating value. The concept of value can be used as a quality measurement indicator.
In the modern management approach, the strategic focus is on the ratio of value and costs. The difference between value and costs creates a variety of strategic options for setting the competitive price.
In order to compete in the new global economy, we must invent products and services that are of high value to customers and are produced by less expensive processes and systems. TRIZ crossover QMS is a tool that can help quality managers think outside the box to find the right solutions for clients and organizational needs, and be implemented with available resources [52].
The evolutionary s‐curve governs the evolvement of all systems. Research on the dynamics of evolution has also shown that all successful innovations are stimulated by an ideal end state. That end‐state – defined as an Ideal Final Result (IFR) – is that the system delivers the functions and benefits that a customer requires, without any cost or negative harms. While this end‐state might often sound somewhat theoretical, there are many examples of systems and components that have evolved to such a state. What Figure 6.15 shows is that the dynamic of evolution toward this end‐state occurs through a succession of s‐curves. Key to the understanding of the overall dynamic is the recognition that all systems hit fundamental limits; the flattened profile at the top of an s‐curve is not an indication that the market or engineers cease to be interested in improving a system, rather that something emerges to prevent the improvement from taking place. In other words, a conflict or contradiction arises and a system thus breaks a fundamental limit. Therefore, the only way to cross this fundamental limit is to find a new s‐curve. Finding a new s‐curve means resolving the contradiction [53].
The concept of an ideal final result is related to the concept of an “Ideal System,” i.e. a system that does not exist (does not require time, effort, use of any source or place), while at the same time performing its functions fully. For the issue chosen at the previous step an IFR is formulated.
Possible options (in ideality decreasing order, with corresponding shifts from reasons to consequences):
The IFR in terms of the functional analysis is shown below.
(“Reason‐Consequence” and “System to Supersystem” scale‐wise):
Nine Windows is a tool commonly used in TRIZ. This tool is based on the concept that we usually see the world through a window. This tool forces us to observe and evaluate the world through nine windows; considering the past, present, and future in combination with the system, subsystem, and supersystem level. This is presented as a 3 × 3 matrix, as shown in Figure 6.16; by looking at the past, present, and future, we can get a historical perspective and context of the existing problem. In addition, by examining the problem of a system, system and environment (supersystem), and subsystem, one can understand the overall system and its structure/relationships [55].
To complete the System row, list what started the problem in the Past/System cell, and then list the target – where the project will ideally end up after solving – in the Future/System cell.
To complete the Super‐system row, first list all the things a person can do to prevent the current problem (in the environment where the system works) in the Past/Super‐system cell. Next, list all the items that can be listed in the Future/Super‐system cell correct the problem.
Once the team has reviewed both the problem and the system in the present, move on to the past and future. To do this, list all the things that can be done in the past to prevent problems in the Past/Subsystem cell. Then list all the things one can do in the future (if the problem still exists) in the Future/Subsystem cell. Explore all nine windows by asking:
These trends are a set of “empirical directions derived from the development of the engineering system that describes the natural transfer of engineering systems from one state to another.” This process was initially achieved by analyzing thousands of patents. They have been validated by careful study of the history of technology, and today it is said that these trends are true for all categories of engineering systems.
Figure 6.17 shows the hierarchical nature of these trends and high‐level categories. For each of these trends, there are usually several sub‐trends that describe slightly different directions. The bottom line, according to those who use it, is that the way your product may grow over time is predictable; if you understand these trends, you can predict how the next generation of your product will take shape. Therefore, with the availability of technology to realize (or create) this next generation, you should be able to be one step ahead of your competition.
As an example, one of the most important trends in product evolution is the “Trend of Increasing Value.” For this purpose, value is defined as being equal to total functionality, F/total cost, C. The trend states that an engineering system evolves over time so that its value always increases.
Think of this as an analogy to Darwinian evolution; just as plants and animals continuously compete in their environments for territory, food, and reproductive success, your products are competing in the marketplace for sales, shelf space, and market share. Over time, you will succeed by bringing the best overall value to the market, in comparison to your competitors.
Defining value as F/C is important and suggests many different strategies for increasing value. Which approach you take should be tied to where your product lies on its S-curve of evolution? The Trends of Increasing Value and S-Curve Evolution in (figure 6.18) illustrates a variety of strategies. For example, an appropriate strategy for the early part of Stage 2 is to significantly increase overall functionality while allowing costs to increase at a slower rate. Conversely, a good strategy for stage 3 is to keep functionality constant while reducing product costs. The timing of the change from one strategy to another is not always clear, as it is sometimes difficult to decide on the need to jump to a new s‐curve. Knowing that these changes in product development and pricing strategy are almost inevitable should encourage you to think about them regularly [56].
The evolution trend toward increasing ideality also applies in both technical and non‐technical contexts. In the technical context, this trend has a strong influence on many of the other evolutionary trends observed by TRIZ researchers.
Some of these trends may be seen to possess direct relevance in the non‐technical, business and, organizational contexts. Segmentation of substance and objects – a process that shows the transfer of objects from the macro to micro scale (Figure 6.19) is applied to the evolution of business from the perspective of both customers (“mass customization”) and organizations (evolution from “blue collar”). For example, “machinist” to “work team” to “worker” to “person”).
The evolution toward “fields” has relevance in the non‐technical context if the term is considered analogous to “emotions” or “feelings.” Figure 6.20 For example, many products are now designed to respond not only to customers, but also to customer spirit; e.g. hotel rooms which allow the occupant to alter the feel of a room through use of variable color lights.
Figure 6.21 shows another trend with direct non‐technical corollaries. The trend may be seen to apply to a number of contexts in connection with both customers and internal organization and communication structures. For example, the evolution from individual artisans to 1D hierarchical organizations, to 2D matrix‐management structures, to the emerging 3D ‘spherical organizations, to – if ‘time’ is interpreted as a fourth dimension – the idea of time‐variant organization structures. The evolution in straws (Figure 6.22) is another good example for geometric evolution of linear constructions trend.
Mono‐Bi‐Poly is another trend with direct applicability in a non‐technical system evolution context. The mono‐bi‐poly trend shown in Figure 6.23 is particularly evident in symbiotic marketing applications such as the integration of film [57], soundtrack, and merchandising in the entertainment industry, or in a number of multi‐media applications [58].
The evolution in Swiss knives (Figure 6.24) and wrenches (Figure 6.25) are good examples for the mono‐bi‐poly trend.
A British Innovation Expert, Darrell Mann collected 31 different types of trends of evolution in his paper [59]. Twenty‐five of them have been chosen as the useful evolution rules to link with biological cases, as shown in the left side of Table 6.5.
Trimming is radically different to traditional problem solving; you start with the idea that you're going to improve your system by taking things away, and get more of what you want with less. TRIZ logic has important hypotheses and suggestions for minimizing inputs to ideally improve systems, and this is done by applying intelligence about resources. At TRIZ, we aim to minimize costly input sources and use free or inexpensive input sources, as well as any resources within the system. An important element of TRIZ is examining harmful sources of input, and if they are inevitable and unavoidable, follow TRIZ's simple to‐do list on how to turn harms into benefits.
Table 6.5 Inventive principles related to trends of evolution.
Trends of evolution | TRIZ inventive principles |
---|---|
Smart materials | 31, 40 |
Space segmentation | 2, 31 |
Surface segmentation | 1, 31 |
Object segmentation | 1, 2 |
Evolution macro to nano scale | 1 |
Webs and fibers | 31 |
Decreasing density | 8, 35 |
Increasing asymmetry | 4, 5 |
Boundary breakdown | 5 |
Geometric evolution (Linear) | 14,17 |
Geometric evolution (Volumetric) | 17 |
Dynamization | 15, 28 |
Action co‐ordination | 19, 2 |
Rhythm co‐ordination | 19, 20 |
Rhythm co‐ordination | 19, 20 |
Matching to external | 15 |
Mono‐Bi‐Poly | 5, 8 |
Mono‐Bi‐Poly (increasing difference) | 5, 8, 7 |
Reduced damping | 11, 29 |
Increasing use of senses | 23 |
Increasing use of color | 32 |
Increasing transparency | 32 |
Degrees of freedom | 15, 17 |
Trimming | 2, 8, 22 |
Controllability | 22, 23, 24 |
Reducing number of energy conversions (trending to zero) | 35 |
TRIZ also has a very powerful tool called TRIMMING, which is part of the TRIZ system and function analysis process; this is a completely pure method that examines each component to see if it can be removed or trimmed without affecting the required outputs of the system. Its purpose is to maintain all the benefits while reducing costs, damages, and complications. This can be true for both technical and managerial problems. Recently, we have been working with companies to modify and trim out unnecessary process steps in management systems. A simple success by removing or correcting barriers to direct communication between teams reduced many communication barriers.
For the Trimming, TRIZ gives four strategies. It is assumed that the component to be trimmed is A, and the action object is component B; the following strategies are adopted:
The priority of the above four strategies is reduced one after the other and the strategy with a highest priority is approved [60].
The input–output–trimming operator is one of the best tools to express the problem correctly, if we need to create new concepts for existing machines, devices, or components.
We can think of any machine as a chain of energy conversion from input to output (according to TRIZ language we use the word “field” instead of “energy”).
For example, let's use the usual kitchen mixer. Here we have the chain of transformation of the following context:
Electric field (input) → Electromagnetic field → Mechanical field of motor rotation → Mechanical field of tool rotation → Mechanical field of mixture motion (output).
According to the I–O–T operator, we have to trim the chain and express the problem of the correct conversion of input to output without intermediate links. For example, we want to convert electrical energy (field) into components of mixture motion without intermediate links. Of course, we can modify and trim only part of our chain instead of the entire chain, then we have to express the trimming problem for the input and output of this part instead of the entire chain.
The next step is to find the physical effects that solve the problem of converting this input directly to this output and create a new concept(s) to implement this transformation. For example, for our mixer; the mixer can be made on the piezoelectric effect, or if we trim only part of the chain, we can use electromagnetic vibrators. An extraordinary solution is to use electrical discharges in liquids, for example, electro‐hydraulic shock, but I do not think so [61].
Like many TRIZ tools, trimming rules give you a specific set of steps that must be followed in a specific order. However, once you start generating ideas, you may find that you are moving in interesting directions that do not seem to be relevant to the task at hand.
The purpose of trimming rules is to make you think of other ways to achieve your goals. So, if you discover a rich window of new ideas that will lead you to interesting and useful tips, definitely follow them, provided you are thinking of new solutions and generating interesting suggestions and points for discussion.
This seam will naturally be less efficient and you will eventually run out of steam; at this point you need to get back to work. Following the Trimming Rules steps ensures that you cover all possible solutions. If you are thinking of solutions that do not seem to be related to the TRIZ task, that is fine. Do not waste energy and put them in the reverse process. Just go ahead and go back to following the steps.
If you come up with something out of the ordinary, then you're usefully coming up with new solutions. However, always make sure you do not stop early, get back on track. Just because you had good ideas in the past does not mean that you will not think of better ideas; let yourself be surprised! Following the trend means that you can be sure that you have been looking for any possible solution.
Trimming Infinity and Beyond – Trim and trim again if you are looking for completely innovative concepts.
When do you stop trimming? When you've gone too far. Knowing how much to measure is difficult, so a good rule of thumb is to keep trimming until you get something out of it. Suddenly your useful function is lost and your system no longer works. At that point, take a step back.
Trimming begins as a thinking exercise; as you trim, you see new ways your system can work and you develop conceptual solutions. This time of thinking is (relatively) inexpensive, and in a few minutes you will realize that deleting another component will make everything wrong. At that point you will find that you've pushed yourself – and your system – as far as it can go. You keep going because the more trimming you do, the more innovative your solutions will be. Figure 6.26 graphically shows the relationship between your trimming and the final system innovation you create.
When you get to the very deep stage of trimming – for example, you have already modified a part that you used to present your prime function, or re‐trimmed a system that has already been trimmed – you can ask completely different questions about how it works and possibly consider new technology offering new opportunities. Eventually, you will build a much better system.
An example of deep trimming is online grocery shopping that shortens and trims the actual time you spend in a physical store. The functions of grocery stores are now separated in a timely manner; you create your list online and choose the food you want while you are still at home – the actual delivery and putting away of the food is much later. This provides extra benefits that you can see very early; both for holidays (which often require a lot of other work) and for your comfort (in the middle of the night, while at home on the sofa watching TV). The cost of your time is also reduced because you do not need to travel to and around the store, and your time and energy to shop is reduced because you do not need to pick up items, put them in your trolley, then on the conveyor, pack them, load them in the car, and take them home; all these steps are done by someone else. The dangers and stresses of walking around a crowded supermarket (especially with small children!) are gone. Other additional benefits are available, such as the potential for a wider range of products. Some household items can be easily ordered automatically every week. Plus, you also get to buy exactly what you need, without being tracked by attractive supermarket displays [62].
Resources play a key role in TRIZ while solving a problem. Proper use of existing resources helps to achieve cost‐effective and ideal solutions without the complexity of the system and the introduction of expensive components and new materials. Resources are available at both system and subsystem levels, and can be tangible (e.g. substances, fields) and immaterial (e.g. information). Although resource analysis was originally part of ARIZ, today resource analysis is used alongside other TRIZ techniques [63].
Terninko, Zusman, and Zlotin (1998) and Pannenbaecker (2001) divide resources into six categories; (i) substances, (ii) fields, (iii) functional, (iv) informational, (v) time, and (vi) spatial.
After selecting the contradiction to solve, we must prepare a list of the available resources within the systemic context of the contradiction (Table 6.6), which is done in accordance with classical TRIZ methods [66]:
Altshuller understood the importance of a functional approach to problem solving since the early days of TRIZ. For example, his concept of the ideal system states that the ideal system performs its function but does not exist, meaning that the ideal system performs its function free of charge and with no harm. However, the need to integrate performance analysis into TRIZ was identified after developing methods to solve generic problems in innovation. Function analysis plays a major role in problem formulation. Here we describe an advanced development called the Tool‐Object‐Product (TOP) Function Analysis and its benefits.
Table 6.6 Resource analysis.
# | Resource | Explanation |
---|---|---|
1 | Time | Time before sales; time during sales; time after sales |
2 | Space | Customer space, company space, car space, bag space, external possibilities |
3 | System | Company people, sales people, engineers, workers, managers, analysts, software developers, IT infrastructure of the company, product, domain expertise, business expertise, communication capabilities inside company |
4 | Super‐system: environment | Customers, product environment, suppliers, investors, independent analysts, Internet, independent experts, retailers, research and academic facilities, communication capabilities among customers, suppliers, experts, analysts |
5 | Super‐system: similar/identical/inverse | Companies that produce similar combinations of device‐software |
6 | Information | Information about existing customers, competitors, suppliers, information about domain, information about short‐ and long‐term benefits, information about persons |
Altshuller developed a method and a set of symbols to describe generic types of problems and their solutions; the method was called SFA. Altshuller's model of the simplest useful system is composed of three elements; the two substances and the field. We can see examples of this in Figures 6.27–6.29.
Althsuller's SFA enables you to describe models of systems to be improved and models of improved systems. These are a set of the 76 most effective generic transitions from models to models of improved systems, which he called Standard Solutions to Inventive Problems. Substance‐Field models describe system models rather than functions. However, to support function analysis, you must describe models of functions.
TOP Analysis, the next generation of material‐field analysis, was developed by Zinovy Royzen in 1989. The simplest useful function has four components: a function (or function provider); a function target (or instrument function receiver); a tool function in the object; and the function product. Useful function is a tool to obtain the product of the function of the object. The action is described with an arrow, which simplifies the models in Figures 6.30 and 6.31.
Very often a useful action also causes an unwanted effect, or an attempt to improve a function leads to deterioration in another function of the system. Conflicts are the most difficult type of problem in innovation, and TRIZ offers models to describe any type of conflict (Figure 6.32).
Modeling a function by describing all four components – the tool, the object, the action, and the product – improves understanding of both the function and the best methods for its improvement. The following sections describe some of the advantages of TOP Function Modeling.
Neither the tool of the function nor the object of the function should matter. TOP Function Modeling allows you to model any function in any system. It is a more generic method of modeling a function than Substance‐Field Modeling.
Desired and unwanted products of the functions of a modeled system improve understanding of the system and simplify system resource analysis.
Introducing the product of a function into its model creates a simple and understandable link between functions. For example, a product from the first function could be a tool or an object from the next function.
The link between functions is important in understanding not only the optimal performance of a product, but also the chain of unwanted functions. Links between functions simplify cause‐and‐effect analysis and improve the process of revealing the cause of a potential or current failure of a product.
Function analysis guides you in analyzing your product performance into single functions; both useful and unwanted. The system approach guides you in describing the function of the supersystem of your product and interactions between the product and its supersystem. It also guides you in analyzing and describing interactions between the product and its surroundings that are not part of the supersystem. A single function can then be considered separately if needed to be improved.
The psychological meaning of the word “inertia” means a reluctance to change; a certain bafflement due to human programming. It shows the inevitability of behaving in a certain way; the way that has been indelibly inscribed somewhere in the brain. It also indicates the impossibility – as long as a person is guided by their habits – of ever behaving in a better way [68].
Gordon Cameron identifies eight routine causes of psychological inertia:
Psychological stillness reflects many barriers to personal creativity and problem‐solving ability. In problem solving, it is the inner, automatic voice of psychological inertia that whispers, “You are not allowed to do this” or “Tradition wants to do this” [70].
In the past, many methods and tools have been developed to deal with uncertainty by describing the conceptual design phase of a new product. In particular, TRIZ has been shown in several industrial fields to be a powerful tool in guiding designers to define innovative features for mechanical products.
This structural method of inventive problem solving aims to overcome the psychological inertia that can hinder the achievement of an optimum design, replaces the non‐systematic trial and error approach, and helps engineers “find the right way” in searching for a solution (Figure 6.33).
TRIZ is based on the hypothesis that a few universal principles of invention are the basis of all creative innovation. Therefore, after identification and coding, these principles may be applied to make the invention process more predictable. This TRIZ knowledge‐base may support design teams to deal with the poor nature of the PSS design problem, in which one or more steps are often either unknown or incoherent, there is insufficient information in the initial state, or the properties of the goals are not fully defined in advance [71].
The Size–Time–Cost (STC) Operator heuristic engages a user in redesigning a problematic situation. The STC operator suggests six conditions for situation improvement. A user is expected to think of her/his actions when each of the three parameters (size, time, and cost) sequentially reaches two limits; zero and infinity (e.g. what would I do if I had ZERO budget for progress?) [72]. If any of these features are exaggerated, how can I solve the problem?
Size: the size of the Operational Zone (OZ); Where does conflict occur?
Time: the Operational Time (OT); When does conflict occur?
Cost: the cost of the known solution or assigned to the operation cost.
The STC operator can be used to overcome psychological barriers. It is in the form of a simple matrix (Table 6.7) in which the three parameters (size, time, and cost) can assume two opposite values; zero and infinite [16].
STC, is the three‐dimensional thinking between 0 and ∞, and exaggerated thinking is a tool to challenge perceptions of constraint (Figure 6.34).
For example, considering cell number one in Table 6.7, the questions to be formulated are: “If the system size increases infinitely, what can be done to solve the problem?” Similarly, in cell number six, the question that is formulated is: “If system costs are to be zero, what can be done to solve the problem?”
First, the STC operator (size, time, and cost) was used to change the parameters during the problem analysis process. The TRIZ developers then tried to go beyond such parameters and the performance of the resulting model was satisfactory. For example, if a system has a pressure parameter, the value of the analysis is the result of reducing this parameter to a minimum or, conversely, increasing it infinitely. Thus the STC operator became a scaling operator; one of the properties of the selected object and its variations along the axis (from zero to infinity) are considered.
Table 6.7 Size–Time–Cost Operator.
Infinite | Zero | |
---|---|---|
Size | 1 | 2 |
Time | 3 | 4 |
Cost | 5 | 6 |
However, some parameters cannot be changed along a line. Variability in the broadest sense presupposes selecting and changing a feature of the object. At the same time, changes in the entire multi‐screen scheme caused by changes in a single parameter must be analyzed [73].
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The proposed view on TRIZ helps to systematize TRIZ knowledge and brings more clarity into the issue of what TRIZ is and how to look at it.
TRIZ was invented by Genrich Altshuller in Russia by analyzing more than two million patents. He found recurring and typical patterns among high‐level inventions. The essence of this database has been compiled into a generic list of 40 inventive principles known as the TRIZ 40 Principles. TRIZ is based on the fundamental premise that problems occur due to PC or TC in the system. TRIZ provides 40 inventive principles to resolve contradictions in the system. The principles are generic enough to apply across different problems, products, and industries to create innovative solutions.
In this chapter we provide basic theoretical concepts and tools of TRIZ, along with definitions of inventive principles and many new examples and approaches from Altshuller’s practical experiences in applying the 40 Inventive Principles in corrosion management.
This glossary is not by any means exhaustive; it contains mainly basic terms of TRIZ gleaned from various English‐language literature sources known to the author; books, university courses, conference papers, and on‐line articles. Assembling a comprehensive glossary of TRIZ that would adequately reflect the evolving body of knowledge of this science would require contributions from many enthusiasts. The author would greatly appreciate any future help in improving this glossary [74].
Laws of Technological System Evolution (Laws of Engineering System Evolution, Patterns of Technological System Evolution, Trends of Technological System Evolution) These laws reflect significant, stable, and repeatable interactions between elements of technological systems, and between the systems and their environments in the process of evolution.
Law of Transition to a Higher‐Level System (Law of Transition to a Super‐system) This law states that technological systems evolve in the general direction from mono‐systems to bi‐ and poly‐systems.
Law of Transition to a Micro‐Level This law states that technological systems evolve in the general direction of fragmentation of their components (first of all, fragmentation of working means).
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