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The following is the seventh in a series of 32 TRIZ tutorials.

Other tutorials posted:
Tutorial #1 - Innovation Principles
Tutorial #2 - Overcoming Contradictions (No More Trade-Offs!)
Tutorial #3 - The Elegant Invention -- Seeking Ideality
Tutorial #4 - Resources -- A Pathway to Ideality
Tutorial #5 -
Physical, Chemical and Other Effects that Help Inventors
Tutorial #6 - Smart Little Creatures


TRIZ Tutorial #7

Alla Zusman and Boris Zlotin
Ideation International Inc.

Printable version


MODELING INVENTIVE PROBLEMS

Problem 16. Gathering granules used to collect oil

One way to collect oil spilled on the surface of the water is to dispense porous, oil-absorbing granules. The problem then arises: how should the oil-saturated granules be gathered?

Consider the following inventions:

Invention 47. Creating a pile surface on plastic material

To obtain a pile surface on a plastic material, rotating brushes are immersed in softened plastic, creating extended fibers connected to the brush needles.  After cooling, the fibers are broken away from the needles.  The plastic adheres to the needles, however, and the machine must be stopped and cleaned, or a complicated process for cleaning during operation must be contrived.

Alternatively, fine ferromagnetic powder can be poured onto the softened surface, and then extended using an electromagnet. The powder remains in the congealed plastic without interfering with its use.  This yields an additional effect: by magnetizing discrete portions of the electromagnet and turning the current on and off in accordance with a defined scheme, the design of the pile surface can be controlled.

Invention 48. Polishing the inside surface of a closed vessel

It is often necessary to polish the inside surface of a closed vessel (such as a Dewar flask).

To accomplish this, the vessel can be filled with an abrasive substance containing ferromagnetic additives.  Abrasive motion is then provided using a traveling or rotating magnetic field.

Invention 49. Separating small workpieces from abrasive powder

Small workpieces can be ground by stirring them in a drum with an abrasive mass, then separating them from the abrasive material.  For magnetic workpieces, this is easily achieved using magnetic separation.  Often, however, the workpieces are nonmagnetic.

In this case, the abrasive grains can be magnetized by adding ferromagnetic particles to the source material while it is being manufactured.

At first look, problem 16 seems difficult.  After reviewing inventions 47 through 49, however, the solution idea is quite obvious: introduce ferromagnetic particles into the oil-absorbing granules, then use a magnet to collect them.

The solutions used for inventions 47 through 49 apply to the problem of collecting oil-absorbing granules because the problems described are similar in nature -- in other words, they can be represented with a similar model.

Modeling -- i.e., using a simplified diagram to represent a situation -- is one of the most effective ways we have to study and understand the things around us.  Often, operations (such as mathematical calculations) that are difficult or even impossible to perform with real objects become quite manageable if the actual system is replaced with a model.  Typically, a model denotes specific features we are interested in and thus may not correspond to reality with regard to other features.  For example, a reduced-scale model of an airplane might be an accurate structural representation, but it cannot fly.  A model can look very different from the thing it represents: a mathematical model of a process (represented by a set of equations) provides reliable information about, say, the behavior of a gas flow, but doesn’t look at all like a gas flow.

In general, the procedure for working with models is as follows:

1. A model representing the required feature(s) is built.
2. The necessary transformations are performed; results are obtained.
3. The obtained results are transferred to the "real" object or situation.

In TRIZ, various models are used that reflect the basic elements and patterns of the evolution of technological systems -- in particular, building, analyzing and transforming functional models called SF or Su-Field models (from a combination of the words "substance" and "field").  The area in TRIZ that deals with these models is called SF or Su-Field Analysis.

Let’s build a model for the problem of collecting oil-absorbing granules in a manner similar to how we would describe a chemical reaction.

According to the problem description, we have a substance, S1, that is difficult to manage (collect).  Our goal is to find a way to make it more manageable:

The solution to the problem will look as follows: introduce a ferromagnetic substance, SF, and a magnetic field, FF, so that SF can exert some influence over S1:

If we connect the above two diagrams with an arrow symbolizing the transition to a solution, we will get this "formula" for the solution:

This clearly describes the essence of the solution.  We had a substance S1 that was barely receptive to desired change.  We turned the situation around by introducing a special substance-field "couple" that included a ferromagnetic powder (SF) and a magnetic field (FF) to achieve the desired changes.  Obviously the above formula describes inventions 47-49 as well.

There might be other couples (i.e., other substance-field combinations), however, that also solve the problem nicely.

Invention 50. Increasing the hydrodynamic lift of a float

The hydrodynamic lift of a float must increase sharply as the surrounding temperature rises. This is achieved by introducing inside the float a substance which has a low boiling point; the volume of the float increases abruptly when the substance reaches its boiling temperature.

Invention 51. Arc welding with thermite

To obtain a quality welded joint, a strong current must be used. Not all welding devices provide the necessary power, however.

For quality welding using low current, an exothermal mixture (thermite) is introduced into the joint and the flux layer.  The thermite burns away during welding, considerably increasing the heating power in the welding zone.  To introduce thermite in difficult-to-access areas, a fluid mixture is used.

Inventions 50 and 51 have their own formula:

There is an unreceptive substance, S1. In order to achieve required changes, we transition to a system that includes a thermal field, FTh, with a substance, S2, that responds to the thermal field.

Models consisting of substances and fields, and the interactions between them, are called SF models. A functioning system can be modeled, as a minimum, with two substances and a field.

This minimum SF model includes:

  • an "article" (S1) representing an object that is changed or influenced in some way
  • a tool (S2) representing the means by which S1 is changed or influenced
  • energy (F) representing the interaction between S1 and S2

Examples of SF models:

A vacuum cleaner cleaning a carpet
    
S1 - carpet (article)
     S2 - vacuum cleaner (tool)
     F - cleaning (mechanical field)

A person painting a wall
    
S1 - wall (article)
     S2 - person (tool)
     F - painting (chemical field)

Of course, in reality a situation is likely to be more complex than this; such situations are described by a set of different SF models.  As mentioned earlier, a complete SF model includes three elements: two substances and a field.  If one or more elements is missing, the model is incomplete, indicating the presence of a problem.  Accordingly, to solve the problem we must complete the model by introducing the missing element(s).

The following definitions are used to describe a problem situation:

When we convert a verbal problem description into a SF model, we omit all unnecessary information and focus on the essence of the problem: what we have (substances, fields, actions) and what we want to change or add. SF modeling reveals why a problem exists (the model is incomplete, for example). For this reason, aside from providing a convenient method for graphically representing a problem, SF modeling helps us penetrate to the root causes of the problem, and offers effective ways for transforming the system.

The SF solution formula serves as a prompt for what should be done (what to add) to a system: a substance, a field1 or both.  It doesn’t suggest what elements these should be, however. To obtain a technical solution the problem solver must identify the appropriate substances and fields. It is highly recommended that the search start with fields rather than substances, as there is a limited number of fields to consider. There are five basic fields that should be explored:

Me - mechanical
Th - thermal
Ch - chemical
E - electrical
M - magnetic

Most fields are associated with corresponding "preferred" substances: a magnetic field works with ferromagnetic particles or permanent magnets; a chemical field works with various catalysts or inhibitors; an electrical field works with charged particles; etc. Therefore, when you are looking for a field you are actually looking for one or more substance-field couples that can solve the problem.

ASSIGNMENT 1

Try to apply SF modeling to the following problems:

Problem 17. Brazing pipes across large gaps

When erecting large-panel buildings, the pipes embedded in individual panels must be linked. This can be done by brazing them together; however, due to assembly discrepancies, the gaps between the pipes may reach several millimeters, and brazing requires small, capillary gaps to hold the solder. What can be done?

Problem 18. Inflating a satellite

In 1960, an inflatable satellite was put into orbit. The satellite measured 67 cm when empty and folded, and 30 m when inflated. Accordingly, it was launched into the orbit folded and was inflated once reached the orbit. How was the satellite inflated?

Problem 19. Measuring carbon dioxide

A climatrone is a special chamber used for studying plant behavior under various conditions. Conducting experiments in a climatrone requires the precise measurement of carbon dioxide, which is fed to the plants in very small amounts. A device such as an electronically-controlled valve is too complicated for this purpose, and does not provide the required accuracy. Any suggestions?

ASSIGNMENT 2

Find your own examples of SF models.


NOTES:

1. In TRIZ, a "field" is any kind of energy that can act on an object (e.g., a thermal field, acoustical field, etc.). The definition of field is broader than in physics, where only four fields are defined.



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