ideation office of innovation operator: slowly increase then abruptly drop pressure over 400...

1

Ideation Office of Innovation

I-TRIZ Methodology Overview

Ideation International2012

Copyright 2001-2012 Ideation International Inc. 2

Alla Zusman, TRIZ Master The Background

� BS and MS in radio physics

� 17 years in corporate research

� 4 years in corporate patent department

� 35 years in TRIZ application, research and development

� Co-founder of the Kishinev TRIZ school (1982, USSR), first TRIZ based commercial engineering company “Progress” (1986, Moldova) and Ideation International (1992, USA)

� Author and co-author of 16 books on TRIZ, US patents and numerous papers; conducted numerous seminars, workshops, and lectures

Copyright 2001-2012 Ideation International Inc.3

Traditional Innovation Process

Identify

Problem

Formulate

Problem

Develop

ConceptsEvaluate Implement

Weak

Widely Used TechniquesRobust DesignReliability

Analysis

QFD


The Added Value ofIdeation TRIZ

Identify

Problem

Formulate

Problem

Develop


Copyright 2001-2012 Ideation International Inc.


Based on Ideation TRIZ (I-TRIZ) methodology

Inventive Problem Solving (IPS)

A systematic procedure for resolving tough technological problems,

enhancing system parameters,

improving quality, reducing cost, etc.

for current generations of products and technologies.

Anticipatory Failure Determination (AFD)

Failure Analysis

A systematic procedure for

identifying the root causes of a failure or other undesired phenomenon in a system, and for

making corrections in a timely manner.

Failure Prediction

A systematic procedure for identifying

beforehand, and then preventing, all

dangerous or harmful events that might be associated

with a system.

Directed Evolution®

(DE)

A systematic procedure for strategically

evolving future generations of technological systems.

Control of Intellectual Property


increasing IP value and providing protection from infringement and circumvention.

6

Inventive Problem Solving


TRIZ, the Theory of Inventive Problems Solving

� Russian acronym for the Theory of Inventive Problem Solving originated in 1946 by Genrich Altshuller

� Systematic, structured way of inventing supported with numerous tools

� Science of technological evolution

� Results of analysis of over 2 million worldwide patents within all engineering disciplines

Genrich Altshuller10/15/26 to 9/24/98


History of evolution in different areas of technology and science, social systems, business, management, art, languages, etc.

Practical experience of thousands of scientists, inventors, engineers, managers, businessmen, etc.

Feedback from solving with TRIZ thousands of problems

Over 60 Years of Development

initiated and led by G. Altshuller and involving hundreds of scientists and inventors

More than 2.000.000 worldwide patents


How We Solve Creative Problems Using the Trial & Error Method

Guess N

S Solution

PProblem

Guess 1

Guess 2

Guess 3

Guess N-1

PsychologicalInertia Vector


In-Box Thinking and the Solution Space

MechanicalEffects &Technology

Electrical &Magnetic Effects& Technology

Chemical Effects& Technology

P roblem

S olution


6 97 10

11

14

16

15

4.1

.2.1

4.1

.2.1

4.1

.2.3

13

4.1

.2.4

4.1

.3

8 13 5

4.4

.1

4.2

.1

4.2

.2.3

4.2

.2.4

12

4.2

.2.2

4.2

.2.7

4.2

.2.5

4.2

.2.1

4.2

.2.6

1 4

4.2

.3.2

4.3

.1.1

4.2

.3.1

4.3

.1.2

4.3

.1.3

3

4.3

.1.4

4.3

.1.5

4.3

.1.6

4.3

.2.1

4.3

.2.2

17

4.3

.3

2

4.4

.1

4.3

.4.2

4.4

.23

4

3332313029

282726

25

23

242220

211918

17161514

131211

Bearing Design

Change

Bearing Type

Replacement

Bearing

Elimination

Bearing

Road Map -- Technological Problem of the Walking Transaxle Bearing

Mechanical LimitersFriction

ControlGear Correction

Deflection

Decrease

Push-Out Forces

Compensation

Sleeve bearing in

center of unit

Number of Directions11. Sleeve bearing

12. Needle bearing with no rings

13. Conical bearing

14. Inverted bearing

15. Spacer bushing

16. Welded bushing

17. Retaining ring

18. Welding

19. Threaded bushing

20. Step on the bore surface

21. Press fit

22. Loctite

23. Abrasive Particles

24. Spur Gear

25. Teeth angle reduction

26. Gearing angle change

27. Modulus change

28. Satellites Qty change

29. Opposite teeth angle

30. Pre-stress

31. Spline fit change

32. Spiral marks

33. Soft coating of the bearing ring

34. Needles with spiral groove

Welding of the stop

bushing by friction

welding

Ford Ideas in Gray

1. Increase of the compression on the contact surface

2. Spiral marks on the central bore surface

3. Sun gear wall thickness increase (gear correction)

4. Using adhesives (Loctite)

5. Mechanical stop (bushing)

6. Make needle bearing longer

7. Combination of thrust and radial bearing

8. Conical roller bearing

9. Needles profile change (crowned)

10. Bearing ring hardness reduction

11. Bearing ring thickness increase

12. Mechanical stop (welded bushing, small step on the bore surface)

13. Inverted needle bearing (no outer ring)

14. Needles profile change (convex)

15. Sleeve bearing

16. One long bushing per unit

17. Change of the fit of the rear carrier to final drive sun gear spline

Utilization of welding to

restrict the bearing walk-out

Threaded bearing limiter

Abrasive

particles on the

contact surface

Threaded stop

without thread

Bearing assembly

from the opposite

side of the central

Changes in

gearing

profile

Increase in the

number of satellites

Use of helical gearing

with opposite teeth angle

Use of spur gearingUse of helical gearing

with reduced teeth angle

Increase in the


Increase in the


Use of soft

inner layer

Use of needles with

spiral grooves on

the surface

Ford Motor Company


Over 100 Techniques exist to enhance

the Trial and Error method

Classification of Existing Techniques:

1. Conditioning /Motivating/ Organizing

Examples: “Napoleon technique,” listening to music, use of cards

2. Randomizing

Example: Brainstorming

3. Focusing

Example: Attribute listing

4. Systems

Example: QFD

5. Pointing

Examples: Problem reversal (inversion)



Identify

Problem

Formulate

Problem

Develop


Weak


Analysis

QFD


Patterns of Inventions

The same fundamental solutions for different

problems were used over and over again

I-TRIZ Operator: Slowly increase then abruptly drop pressure

Over 400 Operators have been extracted from over 2 million of patents


Patterns of Evolution: The Primary TRIZ Postulate

� Systems evolve not randomly, but according to objective patterns

� Patterns can be identified based on the analysis of historical development of technology, markets and social trends

� Identified patterns can be purposefully used for system development, avoiding numerous blind trials

Patterns of Evolution: Common threads between

evolving systems.


Evolution Toward IncreasedDynamism

System Changeableat the MechanicalLevel: with a Hinge,Hinge Mechanism,

Flexible Materials, etc.

System Changeableat the Micro-Level:

Phase Transformations,Chemical

Transformations, etc.

Non-DynamicSystem

� Increasing system dynamism allows functions to be performed with greater flexibility or diversity

� Line of evolution: Increasing degree of freedom

� Over 500 lines have been identified for technology, business, marketing, etc.


Evolutionary Approach versus Traditional Trial & Error Method

Product

Product

Psychological Inertia

Evolution

Psychological Inertia

Evolution

Evolutionary Approach: Majority of trials are productive because they follow defined Patterns of Evolution.

Trial & Error: Traditionally, majority of trials fail because they are influenced by psychological inertia.


TRIZ Differentiation

� TRIZ is the only innovation methodology that is:

� Innovation knowledge based – System of Operators

� Collected

� Refined

� Structured

� Ready to use

� Evolutionary directed

� Narrowing down solution space by following patterns of evolution

� Searching for solutions in right directions and places

� I-TRIZ also incorporates all other techniques utilized in appropriate processes and tools


Structured Process for Inventive Problem Solving (Software supported)

STEP NAME/PURPOSE ACTIONS

1 Document the problem Preliminary problem analysis using the Innovation Situation Questionnaire (ISQ)

2 Problem formulation and brainstorming

Model the problem situation; generate an exhaustive set of

Directions for Innovation; work with Operators

3 Develop concepts Integrate ideas, develop solution concepts

4 Evaluate results and plan implementation

Compare solution concepts, further improve selected concept(s);reveal and prevent failures


Ideation Process and Tools for Inventive Problem Solving (IPS)

Evaluate

Define Problem

Formulate Tasks and Brainstorm

DevelopConcepts

?

Inventive Situation

Step 1 Step 2 Step 3 Step 4 Inventive Solution

Subsequent tasks

ISQ® PF® Evaluation

Guide

ARIZ

System ofOperators

I-TRIZ Differentiation:A unified and integrated process by which all types of problems can be treated in the same way


Software to Support Inventive Problem Solving Process

Process steps

IPS Software

IBS

Simplified version

IWB®

Professional tool

KW®

Professional tool

Problem definition

System Approach ISQ® ISQ®

Problem formulation

Function modeling PF® PF®

Idea generation and concept development

Limited set of Operators for technical problems

Complete System of Operators for technical problems

Set of Operators for non-technical problems

Evaluation of results

Formulating subsequent tasks

Concepts evaluation and enhancement

Concepts evaluation and enhancement

21

22

Innovation WorkBench® Software Demo










Failure Analysis




Failure Prediction




with a system.


(DE)






24

Anticipatory Failure Determination



� What failures may occur?

� Why failures did occur?

System ?

? Failures



� Replace “what” and “why” with “how to”

� Try to solve this new problem using problem solving tools

� Consider each solution idea to be a possible hypothesis

� Test the hypothesis

� Does the system have resources to make possible failures real?

� Repeat for every hypothesis


Structured Process for Anticipatory Failure

Determination AFD® (Software Supported)

STEP NAME/PURPOSE ACTION

1 Document the problem

Complete and analyze AFD Ideation Process Questionnaire

2 Formulate the problem

Formulate inverted problem

3 Develop hypotheses Develop an exhaustive set of potential failure scenarios utilizing general technological and

specific AFD knowledge base tools

4 Verification Verifying potential scenarios and selecting problems for solving

5 Eliminate failures Solving problems (see IPS)


Failure Analysis: Why did “black dots” appear?

A problem of 30 years…


Ideation Failure Prediction:How to make a marker dangerous?

Resources

� Round shape

– Capable of rotation

� Plastic material– Flammable – Slippery

� Ink solvent– Sweet– Fragrant– Toxic – Flammable– Dirty


Comparison of Different Methods for Failure Prediction

Direct approach (FMEA, HAZOP. etc.)

What harm can happen?

Inverted approach (Ideation Failure Prediction)

What harm can we make?

Parameters (as resources)

Harm we want

to make

Methods of harm realization based on

available resources

System

Explosion

Fire

Environment pollution

Limited field of possible resources for

harm

System

Variants browsing,

looking for possible harm

Inexhaustible field of possible resources'

combinations

Operations or sub-systems










Failure Analysis




Failure Prediction




with a system.


(DE)








� A systematic process to predict the future generations of a system by inventing them, and

� A systematic approach targeting the identification of a comprehensive set of potential evolutionary scenarios for:� Products/Services/Processes � Technologies � Organizational structures � Industries � Markets


The History

� Technological Forecasting (1950’s)� Utilizes probabilistic modeling of future characteristics

of various systems

� TRIZ Forecasting (1970’s)� Utilizes selected TRIZ-based tools to generate an

idea(s) helpful for the next product or process generation

� Directed Evolution (1990’s)� Utilizes extended set of Patterns/Lines of Evolution to

generate an exhaustive set of potential scenarios of system evolution

Directed Evolution…


How is it Possible?


Bifurcation (branching) point:•Difficult to predict•Easy to influence

Possible trajectories (attractors)

Realized trajectory:•Easy to predict•Difficult to influence


Based on Patterns of Evolution

� Systems evolve not randomly, but according to objective patterns

� Patterns can be identified based on the analysis of historical development of technology, markets and social trends

� Identified patterns can be purposefully used for system development, avoiding numerous blind trials



Patterns of Evolution

1. Stages of Evolution

2. Evolution toward Increased Ideality

3. Non-Uniform Development of System Elements

4. Evolution toward Increased Dynamism and Controllability

5. Increased Complexity Then Simplification

6. Evolution with Matching and Mismatching Elements

7. Evolution toward Micro-level and Increased Use of Fields

8. Evolution toward Decreased Human Involvement

Patterns of Evolution: Common threads between evolving

systems.


General Scenario of System Evolution

New function and set of principles

Step 1

Step 2

Principles rejectedby currenttechnology

Principles acceptedby currenttechnology

Screening

2a

2b

New systemgeneration

Cross-breeding

Step 5

5a

5b

5c

5c

Principles and systems from other areas

5d

5e

3c

3a

3bCompetition

Step 3

YoungSystem #3

MatureSystem #1(Winner)

MatureSystem #2

(Main Competitor)

Newly inventedprinciples Alternatives (no development)

4b

4a

Step 4

Competingbi-system

Towingbi-system

Hybridization


Structured Process for Directed Evolution®

(Software Supported)

STEP ACTION CONTENTS

1 Analyze and evaluate the system’s evolution to-date

� Complete the Innovation Process Questionnaire

� Work with the problem formulation of multiple paradigms

� Work with failure analysis & prediction

� Collect information about the system’s evolution and related markets

� Collect information about inherited ideas

� Identify relevant Patterns and Lines of Evolution, and map the system

2 Develop potential scenarios of future evolution

� Identify and document missing and future evolutionary steps (technology and market)

� Develop a bank of evolutionary resources and limitations

� Identify relevant problems to be overcome and their overall scope

� Solve selected problems

� Integrate evolutionary steps with market readiness

3 Decision making � Selection of scenarios for implementation

� Work with failure prediction

4 Secure intellectual capital � Build a patent fence or entertain other protection options

5 Implement an action plan � Develop an implementation plan for the development of the next generation of the product(s)


Prior ArtNew development

Assessment of Evolutionary Potential


Next evolution steps

Assessment of Evolutionary Potential

Prior ArtNew development


Projects Completed by Ideation

Chemical

Automotive

Medical

Consumer

Electronics

AviationOther


Practical Application: Strategically Evolved Technological Systems

� Chemical Industry� New Generation of Existing

Chemical Processing Plant

� Processing of New Chemical

� Heavy Equipment� Lifting Cranes

� Automotive Industry� Parking Brakes

� Doors

� Cable Applications

� Medical Industry� Surgical Instrumentation

� Oil Industry� Control of Oil Production

� Materials Development� Super Absorbent Fibers

� Plastics

� Packaging

� Fluid Systems� Water Pumps

� Hazardous Materials Pumps

� Commercial Products� Sanitary Products

� Foot Massagers

� Electric Shavers

� Hair Care Products� Combs, Hair Dryers, Curling

Irons, Hair Clippers

� Stock / Commodity Exchange

EXAMPLES










Failure Analysis




Failure Prediction




with a system.


(DE)






44

Management of Intellectual Property


New Inventions New Business Validate Inventions

Better Patents

Avoid InfringementCircumvent Competition

Reveal Strengths /Weaknesses

Broadest / Most Comprehensive Claims

Disclosure Inspection Invention Evaluation

Patent Deconstruction®

InventionAnalysis


Increasing IP value

Evaluation and Enhancement of Intellectual Property

Using I-TRIZ


Invest

Rejected Disclosure

UnusedPatents

File? Yes

Decisions (1-3 month)

Inventor

License

Inventions

Further IP Developed

Research

Disclosures

Patent prosecution

Allowed

Commercialize

No

investment

No

$Rejected

(2 years)

$

IP Process

Closed case


Directed Evolutionprovides Technology Road Map

Find New Applications

Disclosure Analysis Rejected

Disclosure

UnusedPatents

File? Yes

Decisions (1-3 month)

Inventor

License

Inventions

Further IP Developed

Research

Disclosures

Patent prosecution

Allowed

Investment

Commer cialize

No

Investment

No

$Rejected

Closed case

(2 years)

Enhanced IP Process

$

Rejected Disclosure Improvement

Improvements viaPatent Analysis

Rejected Patent Improvement


Original PatentProtected Resources

Component 1

5127

34

35

36

38

39

37

32

33

31

30

40

41

28

29

42

43

44

1

103 6 7

85

2

18

19

20

22

26

21

16

17

14

13

45

47

1211

15

23

9

24 25

46

48 49

50

4

51claims of

original

patent

Patent Fence For Chemical Formulation


Component 1

Chemistry Chemistry PhaseOther

Process

Chemistry

Additional Intellectual CapitalEvolutionary Resources Resulted from DE Application

51

52

55

53 54

56

57

58 59 66

60

61

62

63

64

65

67

74

84

68, 69,70,71,72,73

75,76,77,78

80,81,82,83

85,86

79

8791 88

89

90

92

93

94

98

101

96 9795

99 100

102 103

44

46 47

49 50

45

48

36

37

42

43

39 40 41

38

104 118

119

120

121

122

123

124105

110

106 107 108 109

111 114

115

116

117

112

113

125

126

129

130

131

127 128

132 133 134 135

2

3 4 5

28 29 30 31 32 33 34 35

13

14 15

16 17 18 19 20

21 22 23

24 25 26 27

6 7 8 129

10

11

137

138

139

140

141

142

143

144

145

146

147

148

149

150 151

Component 2

1. Heterogeneous product

136. Homogenized

Heterogeneous

product


Original PatentProtected Resources

Component 1

5127

34

35

36

38

39

37

32

33

31

30

40

41

28

29

42

43

44

1

103 6 7

85

2

18

19

20

22

26

21

16

17

14

13

45

47

1211

15

23

9

24 25

46

48 49

50

4

Component 1

Chemistry Chemistry PhaseOther

Process

Chemistry

Additional Intellectual CapitalEvolutionary Resources

51

52

55

53 54

56

57

58 59 66

60

61

62

63

64

65

67

74

84

68, 69,70,71,72,73

75,76,77,78

80,81,82,83

85,86

79

8791 88

89

90

92

93

94

98

101

96 9795

99 100

102 103

44

46 47

49 50

45

48

36

37

42

43

39 40 41

38

104 118

119

120

121

122

123

124105

110

106 107 108 109

111 114

115

116

117

112

113

125

126

129

130

131

127 128

132 133 134 135

2

3 4 5

28 29 30 31 32 33 34 35

13

14 15

16 17 18 19 20

21 22 23

24 25 26 27

6 7 8 129

10

11

137

138

139

140

141

142

143

144

145

146

147

148

149

150 151

Component 2

1. Heterogeneous product

136. Homogenized

Heterogeneous

product

Directed

Evolution Results

151target areas to start

new application of

original patent ideas

51claims of

original

patent

51

Conclusions


Evolution of TRIZ and I-TRIZ

Advanced Software Tools

Methodology Advancement

1946 1982 1985 1992 1997 2000 2015

Classical TRIZ Era40 Principles

Patterns of Evolution

ARIZ-85

AFD

DirectedEvolution®

Advanced TRIZ Tools

Re-Structuring of Theoretical Base

Non-TechnologicalApplications

Directed Evolution®and IP Control Era

Kishinev Era

Ideation TRIZ Era


Summary Offering of the Ideation TRIZ Methodology versus Classical TRIZ

Four Original Key Findings� Definition of the Inventive

Problem� Levels of Inventions� Patterns of Inventions� Patterns of Evolution

Three Main Premises� Contradictions� Ideality & Resources� System Approach

Four Analytical Tools� Innovation Situation Questionnaire (ISQ)®

� Problem Formulator®� Algorithm for Inventive Problem-Solving (ARIZ)

� Substance-Field Analysis (Su-Field)

Ten Knowledge-Based Tools� 40 Principles & Contradiction Table� Separation Principles� 76 Standard Solutions� Effects� Patterns/Lines of Evolution� Selected Innovation Examples� System of Operators� Bank of Evolutionary Alternatives™� AFD checklists� IP checklists

Four Main Applications� Inventive Problem Solving (IPS)� Anticipatory Failure Determination (AFD)

� Directed Evolution (DE)®� Management of Intellectual Property

Legend:Classical TRIZ (in black)Advanced by Ideation Newly developed by Ideation



Identify

Problem

Formulate

Problem

Develop


Weak


Analysis

QFD


The Added Value ofIdeation TRIZ

Identify

Problem

Formulate

Problem

Develop



Achieving the Ideal Vision:Accelerating Innovation via Structure

StartingPoint

PracticalDeadline

An EXHAUSTIVESet of Options

ForcedDecision Point

Number of Options Required

to Make a Reasonable Decision

PossibleOptions

Time

ConfidentDecision PointRapid

Development of Practical Knowledge


New Product Process Commercialization

Front End of Innovation

Improved Stage Gate

Business Unit Idea Selection Process

Platform Technology Concepts Leveraging

Existing Customer Value Chain

Highly Innovative and Profitable New Business Options Leveraging:Core Competenciesand generated byMarket Attack Teams

Structured Innovation Process

Business Team

•Commercial

•Manufacturing

•Finance

•R&D

DirectedEvolution®

Anticipatory Failure DeterminationInventive Problem Solving


Ideation International Overview

� Established in November of 1992 as a Delaware corporation

� Provider of TRIZ-based services and products

� Acquired leading TRIZ School in Russia (The Kishinev School )

� Headquartered in Farmington Hills, MI

� Includes world’s most experienced group of TRIZ masters and certified TRIZ specialists

� Conducted business with over 5000 enterprises worldwide

� Active in 40 countries and 60 universities

� Has trained over 250,000 individuals worldwide

� Conducts continuous research/advancement of TRIZ methodology


What does Ideation offer?

I-TRIZ Application/process Education Software Publications Analytical

Services

Age of

Application

Inventive Problem Solving Multiple books

and paper65 yrs

Failure Analysis Two books

multiple papers30 yrs

Failure Prediction Two books


Directed Evolution Internal use One book


Enhancement of Intellectual

Property

Internal use Multiple papers 10 yrs


3

I-TRIZ Professional coaching I-TRIZ PractitionersIWB Software7 to 30-day project

InventiveProblems

The Ideation TRIZ System Pyramid

1

Engineers, Subject Matter Experts

Conventional

Tasks

I-TRIZ Practitioner coachingI-TRIZ UsersIdeation Brainstorming1 to 5-day project

2

“Light”InventiveProblems

4

Complex or large-scale projects

Ideation Coaching I-TRIZ Specialists (Professionals)30 to 180-day project

Problem Level


Pc = Personal Capabilities; Pkn = Personal Knowledge;Pm = Personal Motivation;Ms = Management support;

CI-TRIZ = factor depending on I-TRIZ training, tools and personal experience in their utilization.

CI-TRIZ can be between 0 and hundreds.

Success = Pc x Pkn x Pm x Ms x (1+CI-TRIZ)InnovationSuccess

TRIZ is not a Magic Wand


Mastering the Ideation TRIZ Methodology and TRIZSoft®

Hands-On Project

Advanced Programs

TrainThe

Trainer

I-TRIZSpecialist

CertificationIntegrated, Innovative Solution

Learning Phase

Value

•Explain•Return•Restart

•Select Technological Challenge•Sign Confidentiality Agreement•Complete ISQ

3-DayWorkshop

45-Day Coaching / Mentoring

•Requirements•Expectations

Individual / Enterprise

No

Yes

IPS

AFD

DE+IP

ideation office of innovation operator: slowly increase then abruptly drop pressure over 400...

Documents