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1CONFIDENTIAL
SCIENCE AS AN INVENTION November, 2016
2CONFIDENTIAL
AGENDA
1. TRIZ basic concepts
1. Principles of TRIZ
2. Ideality
3. Inventive problem. Contradiction
4. Engineering case study
2. Research as Invention
1. Scientific method
2. Scientific revolutions
3. Paradigm. S-curve. Paradigm shift.
4. Scientific problem solving strategies
5. Research case study
3CONFIDENTIAL
TRIZ BASIC CONCEPTS
Nov. 2016
4CONFIDENTIAL
2016
3500 BC 2000 BC8000 BC 1883
1946
REINVENTING
THE WHEEL
5CONFIDENTIAL
TRIZ PRINCIPLES
Genrich Altshuller (1926 –1998)
created the Theory of Inventive Problem Solving
(TRIZ is Russian acronym)
1. Engineering systems evolve
according to objective laws and
regularities.
2. Problems appearing during the
engineering system evolution
can be solved by the
elimination of contradiction.
6CONFIDENTIAL
Value
Time
Current system
New system
Requirements
Inventive
problem
Incremental innovation
Disruptive
innovation
SYSTEM EVOLUTION. S-CURVE
7CONFIDENTIAL
Is designed and developed in order
to create value
Useful system
appears by itself. It «produces"
undesirable effects
Harmful system
USEFUL & HARMFUL SYSTEM
Value
Undesirable effects
8CONFIDENTIAL
A system evaluates through the
increasing of the degree of ideality
The law of increasing ideality
IDEALITY
Degree
of Ideality =
Useful system
Harmful system
1930` Today track Track concept
9CONFIDENTIAL
IDEALITY. EVOLUTION OF SMARTPHONE KEYBOARD
10CONFIDENTIAL
INVENTIVE PROBLEM
Suitable
solution
Known
solutions
Inventive
Problem
Deep
Web
Inventive Problem – a situation,
when a person (engineer) does not
know a suitable solution to the
problem.
11CONFIDENTIAL
Inventive Thinking
Engineering Thinking
CONTRADICTION CONCEPT
Contradiction is a situation when usage (with improvement)
of known solution allows to meets some requirement(s), but
generates harmful or undesirable effect(s).
In business systems a contradiction appears as a conflict of
stakeholder interests.
Suitable
solution
improvement
Requirements
meets
Undesirable
effect(s)
causes
12CONFIDENTIAL
CONTRADICTION RESOLUTION ROADMAP
Existing solution
option 1
Achieved
requirement
Undesirable
effect
Existing solution
option 2
Non-
achieved
requirement
Eliminated
harmful
effect
Selected solution
option
Property = (+)
Property = (-)
Ideal final result &
property contradiction
Inventive problem with
contradiction in requirements
Operational
Time
Operational
space
Property +
Property-
Resources &
solution
Resources
13CONFIDENTIAL
Inventive problem case study
Nov. 2016
14CONFIDENTIAL
HOTEL GROUP. CONTRADICTION
Hotel owners
started to
complain
These hotels
disappeared from the
recommended list
Personalization
engine selects most
preferable hotels
for customers
Customers
receive most
preferable hotels
Occupancy of
these hotels
decreased
Customers get
offers that
correspond to their
preferences
All hotels are presented
in recommendation
lists
CtP = full
= partial
CtP - Correspondence to Preferences
15CONFIDENTIAL
RESOURCE ANALYSIS
CtP = full
CtP = partial
Time
Time period
before selection
A moment, when
personalization
engine selects a
hotel for customer
Time period
after selection
CtP = partial
CtP = full
Personalization engine matches hotel
options to customer’s preferences
P
P
P
P
P
P
P
O
O
O
O
O
Customer’s preference
Hotel option
O
O
O
16CONFIDENTIAL
SOLUTION IDEAS
Personalization engine can generate report containing attributes and data on why
some hotels are losing to selected hotels.
1
This data can be used by hotel owners to improve their value proposition for
customers.
2
This data can be used by Hotel Group to involve new customers who will prefer
options provided by unloaded hotels
3
17CONFIDENTIAL
Research as Invention
Nov. 2016
18CONFIDENTIAL
1. The scientific method is a body
of techniques for
investigating phenomena, acquiring
new knowledge, or correcting and
integrating previous knowledge.
[Garland, Jr., Theodore. The scientific
method as an ongoing process.]
2. The scientific method is a method or
procedure that has characterized
natural science since the 17th century,
consisting in systematic observation,
measurement, and experiment, and the
formulation, testing, and modification
of hypothesis.
[Oxford Dictionaries]
Scientific method
SCIENTIFIC METHOD
19CONFIDENTIAL
SCIENTIFIC REVOLUTIONS
Heliocentric world
•Copernicus, heliocentric
world
•Kepler, laws of planetary
motion
Mechanical world
•Galileo, the principle of
inertia
•Descartes, coordinate
system, analytic geometry
•Newton, the laws of
mechanics, the
fundamentals of theoretical
physics
Dialectical world
•Kant, the dialectic
•Darwin, The Origin of
Species
•Lomonosov, the law of
conservation of energy &
substance
Relativistic world
•Rutherford, Bohr, model of
the atom
•Einstein, Theory of
Relativity
20CONFIDENTIAL
1 2 3 4
MODERN SCIENTIFIC CHALLENGES
PHYSICS
• violation of the law of
conservation of matter
• the dimension of the
universe
• speeds above the speed
of light
BIOLOGY
• junk DNA in the human
genome
• evolutionary gaps
between Neanderthals
and Homo sapiens
CONSCIOUS
• the phenomenon of
consciousness during
clinical death
• Paranormal phenomena:
they are fixed, they are,
but they do not fit into
the existing scientific
concepts
• mental viruses (mems)
• Artificial conscious
HISTORY
• new artifacts did not fit
into the official history
paradigm (the
interpretation is always
given from the
standpoint of the current
government)
21CONFIDENTIAL
A paradigm is a distinct set of concepts
or thought patterns, including theories,
research methods, postulates, and
standards for what constitutes legitimate
contributions to a field
Paradigm
Paradigm shift
A paradigm shift, as identified by
American physicist and philosopher
Thomas Kuhn, is a fundamental change
in the basic concepts and experimental
practices of a scientific discipline.
PARADIGM & PARADIGM SHIFTSolutions
Time
Current paradigm
New paradigm
Unsolved problems
22CONFIDENTIAL
PARADIGM SHIFT EXAMPLE
П.К. Энгельмейеръ. Теорiя творчества.
Спб, «Образованiе», 1910.
23CONFIDENTIAL
Level 1. Using known
concepts (existing
model) in new
conditions
Level 4. Paradigm shift
LEVELS OF SCIENTIFIC SOLUTIONS
Solutions
Time
Current paradigm
Level 2. Using most
appropriate model. We use
old concepts but expand
their interpretation
Level 3. Contradiction
24CONFIDENTIAL
SCIENTIFIC SOLUTION EXAMPLES
Scientific solution Example
1 Using known concepts (existing model) in
new conditions
Watching some star revolves around “emptiness”
in a circle, we can explain this fact by using the
concept of a “black hole”.
2 Using most appropriate model. We use the
same concepts but expand interpretation
of these concepts
To explain the alpha particles diffusion,
Rutherford used the most suitable model: a
planetary model of the atom with heavy nucleus,
which accumulate all the mass of an atom
3 Usage of well-known models and theories
leads to the violation of compliance
between them and reality, i.e., rise to
contradictions. At the third level re-solving
the contradiction leads to changes in the
conceptual apparatus of the theory.
Photoelectric effect. Light transmits power
continuously since it is a wave process. In other
cases, the light energy must pass
instantaneously, because it is not a wave
process. The resolution of this contradiction has
led to change of understanding of light concept.
25CONFIDENTIAL
EXAMPLE. SUPERFLUIDITY EFFECT
В 1935 г. Виллем Кеезон обнаружил, что, теплопроводность
гелия 2 (при Т ниже 2,2 К) в узких капиллярах в миллион раз
больше, чем у самого теплопроводного металла – серебра. Но
другие опыты показали, что вязкость гелия в тысячу раз
меньше, чем у воды, а при переходе от гелия-1 к гелию-2
было замечено дополнительное уменьшение вязкости. Как
это объяснить?
Противоречие: чтобы иметь высокую теплопроводность,
слои атомов должны быть сильно связанны друг с другом
и, чтобы иметь низкую вязкость, они должны быть слабо
связаны друг с другом.
Виллем Хендрик Кеезом
(1876—1956)
26CONFIDENTIAL
In a system or process takes place an unique or
repeated harmful or useful phenomenon. We have to
establish the cause of the phenomenon and its action
mechanism.
In particular case we have to detect the cause of a
fault in the system or process.
Engineering detective
Research
Research is characterized in that the causes of the
phenomenon under investigation are not related to a
human activity.
RESEARCH PROBLEM TYPES IN TRIZ
27CONFIDENTIAL
SCIENTIFIC -> INVENTIVE PROBLEM
How to explain the causes of
phenomenon?
How to ensure the emergence of
the phenomenon?
How to find the fault in the
system?
How to break the system?
28CONFIDENTIAL
2
1
3
REASEARCH PROBLEM SOLVING STRATEGIES IN TRIZ
The research problem is different from the inventive one in that we can not add new
resources to the system under investigation.
We have to find a solution using only the resources existing in the system.
In many cases, the solution of a research problem depends from the availability of a specific
resource.
Is there right resource or a resource have to be obtained from other resources in the right
place at the right time?
The most frequent strategy in the research problem solving is to find hidden changes of
existing resources.
Generally, the hidden change of existing resources differs the system in which a phenomenon
occurs, from the system where this phenomenon was not observed.
29CONFIDENTIAL
RESEARCH PROBLEM SOLVING CASE
Почему лев не кусает дрессировщика?
30CONFIDENTIAL
THANK YOU!
Andrei KURYAN, TRIZ trainer
andrei_Kuryan@epam.com

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Scientific Invention

  • 1. 1CONFIDENTIAL SCIENCE AS AN INVENTION November, 2016
  • 2. 2CONFIDENTIAL AGENDA 1. TRIZ basic concepts 1. Principles of TRIZ 2. Ideality 3. Inventive problem. Contradiction 4. Engineering case study 2. Research as Invention 1. Scientific method 2. Scientific revolutions 3. Paradigm. S-curve. Paradigm shift. 4. Scientific problem solving strategies 5. Research case study
  • 4. 4CONFIDENTIAL 2016 3500 BC 2000 BC8000 BC 1883 1946 REINVENTING THE WHEEL
  • 5. 5CONFIDENTIAL TRIZ PRINCIPLES Genrich Altshuller (1926 –1998) created the Theory of Inventive Problem Solving (TRIZ is Russian acronym) 1. Engineering systems evolve according to objective laws and regularities. 2. Problems appearing during the engineering system evolution can be solved by the elimination of contradiction.
  • 7. 7CONFIDENTIAL Is designed and developed in order to create value Useful system appears by itself. It «produces" undesirable effects Harmful system USEFUL & HARMFUL SYSTEM Value Undesirable effects
  • 8. 8CONFIDENTIAL A system evaluates through the increasing of the degree of ideality The law of increasing ideality IDEALITY Degree of Ideality = Useful system Harmful system 1930` Today track Track concept
  • 10. 10CONFIDENTIAL INVENTIVE PROBLEM Suitable solution Known solutions Inventive Problem Deep Web Inventive Problem – a situation, when a person (engineer) does not know a suitable solution to the problem.
  • 11. 11CONFIDENTIAL Inventive Thinking Engineering Thinking CONTRADICTION CONCEPT Contradiction is a situation when usage (with improvement) of known solution allows to meets some requirement(s), but generates harmful or undesirable effect(s). In business systems a contradiction appears as a conflict of stakeholder interests. Suitable solution improvement Requirements meets Undesirable effect(s) causes
  • 12. 12CONFIDENTIAL CONTRADICTION RESOLUTION ROADMAP Existing solution option 1 Achieved requirement Undesirable effect Existing solution option 2 Non- achieved requirement Eliminated harmful effect Selected solution option Property = (+) Property = (-) Ideal final result & property contradiction Inventive problem with contradiction in requirements Operational Time Operational space Property + Property- Resources & solution Resources
  • 14. 14CONFIDENTIAL HOTEL GROUP. CONTRADICTION Hotel owners started to complain These hotels disappeared from the recommended list Personalization engine selects most preferable hotels for customers Customers receive most preferable hotels Occupancy of these hotels decreased Customers get offers that correspond to their preferences All hotels are presented in recommendation lists CtP = full = partial CtP - Correspondence to Preferences
  • 15. 15CONFIDENTIAL RESOURCE ANALYSIS CtP = full CtP = partial Time Time period before selection A moment, when personalization engine selects a hotel for customer Time period after selection CtP = partial CtP = full Personalization engine matches hotel options to customer’s preferences P P P P P P P O O O O O Customer’s preference Hotel option O O O
  • 16. 16CONFIDENTIAL SOLUTION IDEAS Personalization engine can generate report containing attributes and data on why some hotels are losing to selected hotels. 1 This data can be used by hotel owners to improve their value proposition for customers. 2 This data can be used by Hotel Group to involve new customers who will prefer options provided by unloaded hotels 3
  • 18. 18CONFIDENTIAL 1. The scientific method is a body of techniques for investigating phenomena, acquiring new knowledge, or correcting and integrating previous knowledge. [Garland, Jr., Theodore. The scientific method as an ongoing process.] 2. The scientific method is a method or procedure that has characterized natural science since the 17th century, consisting in systematic observation, measurement, and experiment, and the formulation, testing, and modification of hypothesis. [Oxford Dictionaries] Scientific method SCIENTIFIC METHOD
  • 19. 19CONFIDENTIAL SCIENTIFIC REVOLUTIONS Heliocentric world •Copernicus, heliocentric world •Kepler, laws of planetary motion Mechanical world •Galileo, the principle of inertia •Descartes, coordinate system, analytic geometry •Newton, the laws of mechanics, the fundamentals of theoretical physics Dialectical world •Kant, the dialectic •Darwin, The Origin of Species •Lomonosov, the law of conservation of energy & substance Relativistic world •Rutherford, Bohr, model of the atom •Einstein, Theory of Relativity
  • 20. 20CONFIDENTIAL 1 2 3 4 MODERN SCIENTIFIC CHALLENGES PHYSICS • violation of the law of conservation of matter • the dimension of the universe • speeds above the speed of light BIOLOGY • junk DNA in the human genome • evolutionary gaps between Neanderthals and Homo sapiens CONSCIOUS • the phenomenon of consciousness during clinical death • Paranormal phenomena: they are fixed, they are, but they do not fit into the existing scientific concepts • mental viruses (mems) • Artificial conscious HISTORY • new artifacts did not fit into the official history paradigm (the interpretation is always given from the standpoint of the current government)
  • 21. 21CONFIDENTIAL A paradigm is a distinct set of concepts or thought patterns, including theories, research methods, postulates, and standards for what constitutes legitimate contributions to a field Paradigm Paradigm shift A paradigm shift, as identified by American physicist and philosopher Thomas Kuhn, is a fundamental change in the basic concepts and experimental practices of a scientific discipline. PARADIGM & PARADIGM SHIFTSolutions Time Current paradigm New paradigm Unsolved problems
  • 22. 22CONFIDENTIAL PARADIGM SHIFT EXAMPLE П.К. Энгельмейеръ. Теорiя творчества. Спб, «Образованiе», 1910.
  • 23. 23CONFIDENTIAL Level 1. Using known concepts (existing model) in new conditions Level 4. Paradigm shift LEVELS OF SCIENTIFIC SOLUTIONS Solutions Time Current paradigm Level 2. Using most appropriate model. We use old concepts but expand their interpretation Level 3. Contradiction
  • 24. 24CONFIDENTIAL SCIENTIFIC SOLUTION EXAMPLES Scientific solution Example 1 Using known concepts (existing model) in new conditions Watching some star revolves around “emptiness” in a circle, we can explain this fact by using the concept of a “black hole”. 2 Using most appropriate model. We use the same concepts but expand interpretation of these concepts To explain the alpha particles diffusion, Rutherford used the most suitable model: a planetary model of the atom with heavy nucleus, which accumulate all the mass of an atom 3 Usage of well-known models and theories leads to the violation of compliance between them and reality, i.e., rise to contradictions. At the third level re-solving the contradiction leads to changes in the conceptual apparatus of the theory. Photoelectric effect. Light transmits power continuously since it is a wave process. In other cases, the light energy must pass instantaneously, because it is not a wave process. The resolution of this contradiction has led to change of understanding of light concept.
  • 25. 25CONFIDENTIAL EXAMPLE. SUPERFLUIDITY EFFECT В 1935 г. Виллем Кеезон обнаружил, что, теплопроводность гелия 2 (при Т ниже 2,2 К) в узких капиллярах в миллион раз больше, чем у самого теплопроводного металла – серебра. Но другие опыты показали, что вязкость гелия в тысячу раз меньше, чем у воды, а при переходе от гелия-1 к гелию-2 было замечено дополнительное уменьшение вязкости. Как это объяснить? Противоречие: чтобы иметь высокую теплопроводность, слои атомов должны быть сильно связанны друг с другом и, чтобы иметь низкую вязкость, они должны быть слабо связаны друг с другом. Виллем Хендрик Кеезом (1876—1956)
  • 26. 26CONFIDENTIAL In a system or process takes place an unique or repeated harmful or useful phenomenon. We have to establish the cause of the phenomenon and its action mechanism. In particular case we have to detect the cause of a fault in the system or process. Engineering detective Research Research is characterized in that the causes of the phenomenon under investigation are not related to a human activity. RESEARCH PROBLEM TYPES IN TRIZ
  • 27. 27CONFIDENTIAL SCIENTIFIC -> INVENTIVE PROBLEM How to explain the causes of phenomenon? How to ensure the emergence of the phenomenon? How to find the fault in the system? How to break the system?
  • 28. 28CONFIDENTIAL 2 1 3 REASEARCH PROBLEM SOLVING STRATEGIES IN TRIZ The research problem is different from the inventive one in that we can not add new resources to the system under investigation. We have to find a solution using only the resources existing in the system. In many cases, the solution of a research problem depends from the availability of a specific resource. Is there right resource or a resource have to be obtained from other resources in the right place at the right time? The most frequent strategy in the research problem solving is to find hidden changes of existing resources. Generally, the hidden change of existing resources differs the system in which a phenomenon occurs, from the system where this phenomenon was not observed.
  • 29. 29CONFIDENTIAL RESEARCH PROBLEM SOLVING CASE Почему лев не кусает дрессировщика?
  • 30. 30CONFIDENTIAL THANK YOU! Andrei KURYAN, TRIZ trainer andrei_Kuryan@epam.com

Editor's Notes

  1. Что такое изобретательство: технология совершенствования техники или определенный способ мышления? Возможна ли изобретательство превратить в технологию? Можно ли эту технологию расширить на другие сферы деятельности, в частности, на научную деятельность?
  2. Siarhei
  3. Let’s see this evolution driver on the example. The wheel has a long-long journey in our civilization. The wheel was invented thousands years ago. But you can see that periodically new wheel was invented. Traditional car wheel appeared in the middle of XX century.
  4. TRIZ is an acronym from Russian Теория Решения Изобретательских Задач (the Theory of Inventive Problem Solving). The term “TRIZ” is used world-wide, like other Russian words “sputnik”, “vodka” and “perstroyka”.   In the middle of XX century engineer Genrich Altshuller (from former USSR) analyzed dozens of thousands of patents and discovered general laws of engineering systems evolution. He formulated the principle that we can improve an engineering system with the known evolution laws. Then this principle was generalized for other types of artificial systems like information and business systems.   The second TRIZ principle states that system evolution is accomplished through the elimination of contradictions. A situation that contains a contradiction is defined as Inventive Problem in TRIZ. We will return to this concept later in this presentation.
  5. I have a bad news for you – solutions in time stay obsolete! If you create today the top solution in the domain, then in a short time this solution will be replaced by another solution(s). There is an explanation of this phenomena. Solutions in IT, engineering at all and in business evolve in time. The 1-st main driver of this evolution is related to correspondence of the solution to the user’s requirements. User’s requirements are increased in time and if some solution meets these requirements today then tomorrow this status quo will be destroyed. Netflix example
  6. Техническая система создается для того, чтобы приносить пользу. Одновременно с этим, техничсекая система является источником нежелательных эффектов.
  7. One of the basic concepts in TRIZ is ideality. Customers are interested to get value, not to have a system. For example, to hang a picture on the wall, we need a hole in the wall, not a drill to make holes. From this viewpoint a system is a cost factor in order to produce value; it produces value as well as different harmful effects. So we can consider a system as a necessary evil to produce value. Let’s see the evolution of a track from 1930 to present and modern track concept. In 1930 track weight was over 3 tones and it produced value as transportation of 1.5 tones of cargo. Modern track has the same weight and dimensions but can transport more then 20 tones of cargo. You also can see track concept that has less dimensions and weight. And we also know about modern technology of “cars without drivers”.   Genrich Altshuller discovered that all systems evaluates by increasing of the degree of ideality. The degree of ideality of a system can be express as a relation of value to a harmful system (costs + harmful effects). According to this law an Ideal system is the system that is absent but produces value.
  8. Let’s see on the slide the other example: smartphone keyboard evolution. Some decades ago we can see mobile phone containing 12 key. These keys allow to input phone numbers and short messages (SMS). When 1st smartphone appeared then customers required QWERTY keyboard to input longer texts. The keyboard became more complicated (more keys) but it produced more value. On the next step of evolution the keyboard physically disappeared. The keyboard appeared when necessary on the screen. Customer used stylus to input texts and numbers. When touch screen appeared the stylus become optional. Solution that provides appearing of keyboard on the screen “when it necessary”, creates a harmful effect: keyboard “bite off” a part of the screen. The next step of keyboard evolution will resolve this problem.
  9. The key feature of inventive problem is lack of knowledge about how to improve the system in order to meet new requirements.
  10. According to TRIZ, contradiction a situation when the known solution meets some requirements, but generates harmful or undesirable effects. For business systems, contradiction appears as a conflict of stakeholder interests.   Engineers, designers and analysts think in terms of requirements and suitable solutions. They don`t know what to do when the suitable solution generates harmful or undesirable effects.
  11. Теория – это аналог системы в технике
  12. Теории устаревают
  13. Причина, по которой теории устаревают, связана с появлением феноменов, которые не могут быть объяснены текущими теориями.
  14. Что происходит, когда количество необъясненных феноменов увеличивается до критического уровня?