TRIZ Paper: Japan TRIZ Symposium 2009


The potential of OTSM-TRIZ as a frameworking method for modern regional, integrated energy planning and modeling
Atom Mirakyan, Nikolai Khomenko, Laurent Lelait, Igor Kaikov (European Institute for Energy Research, Karlsruhe, Germany)
The Fifth TRIZ Symposium in Japan, Held by Japan TRIZ Society on Sept. 10-12, 2009 at National Women's Education Center, Ranzan-machi, Hiki-gun, Saitama, Japan
Introduction by Toru Nakagawa (Osaka Gakuin Univ.), Dec. 13, 2009; Japanese translation on Jun. 5, 2010.
[Posted on Jun. 13, 2010] 

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Editor's Note (Toru Nakagawa, Jun. 5, 2010)

This is an excellent paper presented last year at the 5th TRIZ Symposium in Japan by Atom Mirakyan, Nikolai Khomenko, et al.

As the goal of  a regional integrated energy planning, the project states that the plan must be "environmentally friendly, technically reliable, institutionally sound, socially acceptable, cost-effective, and supporting long-term regional sustainable development".  The project must manage a complex and large-scale task which involves not only technical issues but also social, economic, and many other issues.  For challenging such a planning task, the present paper has introduced the OTSM-TRIZ methodology as the framework of planning. OTSM-TRIZ is a further extension of TRIZ, started by Altshuller and later developed mostly by Nikolai Khomenko.  The present paper serves as an nice introduction to the OTSM-TRIZ. 

For the planning project, the Authors work as the planner & experts and use the OTSM-TRIZ methodology.  It aims at understanding the complex, large-scale problem in the framework of Altshuller's powerful thinking, representing the routes from the reality to most desirable solutions with a network flow diagram for revealing the barriers or contradictions, and solving those contradictions with TRIZ.  They also have a practical overall process model for preparing, analyzing, prioritizing & decision-making, and implementing & monitoring, in the cooperation with other groups of people including decision makers. 

On the present page are posted (a) presentation slides in PDF , (b) full paper in PDF , and presentation slides in Japanese translation by Makoto Unno (Kawasaki Heavy Industries) in PDF .  [In the official Web site of Japan TRIZ Society, only the English presentation slides alone are posted in the members-only page.]  We wish to thank the Authors, the Japanese translator, and JTS for having permitted this posting. 

Nakagawa's introduction to this paper was posted as a part of his "Personal Report of Japan TRIZ Symposium 2009" on Dec. 24, 2009.  It is posted here again in English and also in Japanese translation

As is announced already, we are inviting Mr. Nikolai Khomenko as one of the Keynote Lecturers to the 6th TRIZ Symposium in Japan, 2010 to be held in coming September.  He is going to present an overview of OTSM-TRIZ.  And also on Sept. 8, 2010, i.e. just before the Symposium, he is going to give a one-day seminar on "Introduction to OTSM-TRIZ" in Tokyo.  We are eager to learn the methodology closely for managing complex and large-scale problems involving technological and social issues at the same time.  We wish to use it in Japan, too.


[1] Abstact

 

The potential of OTSM-TRIZ as a frameworking method
for modern regional, integrated energy planning and modeling

Atom Mirakyan, Nikolai Khomenko, Laurent Lelait, Igor Kaikov
(European Institute for Energy Research, Karlsruhe, Germany)

Abstract

The reorganization of national energy markets in many countries, the increasing energy and environmental restrictions, the further energy market uncertainties and the diverse, regional conditions makes regional energy and environmental planning tasks very complex and region-specific. Numerous methods and tools have been used and are still useful for energy planning and modeling. However, there is a need for a systematic and well structured method to deal with these challenges.

This paper presents OTSM-TRIZ as a potential method, which is intended to deal with modern challenges creating innovative solutions and supporting the whole modeling and planning processes.

The initial use of OTSM-TRIZ in a case study provides useful guidelines for the planning and modeling processes, creating not only typical solutions but also combinations of typical solutions with various innovative solutions which fit the specific regional conditions.

 


[2]  Presentation Slides and Full Paper in PDF

Presentation Slides in English in PDF (24  slides, 937 KB)

Full Paper in English in PDF (10 pages, 521 KB)

Presentation Slides in Japanese in PDF (24 slides, 1.0 MB) (Japanese translation by Makoto Unno (Kawasaki Heavy Industries)


[3]  Introduction to the Presentation (by Nakagawa)

Excerpt from: 
Personal Report of The Fifth TRIZ Symposium in Japan, 2009, Part E
by Toru Nakagawa (Osaka Gakuin University), Dec. 13, 2009
Posted on Dec. 24, 2009 in "TRIZ Home Page in Japan"

Atom Mirakyan, Nikolai Khomenko, Laurent Lelait, Igor Kaikov (European Institute for Energy Research, Karlsruhe, Germany) [E11 O-22] gave an Oral presentation on "The potential of OTSM-TRIZ as a frameworking method for modern regional, integrated energy planning and modeling".  Let me quote the Authors' Abstract first:

The reorganization of national energy markets in many countries, the increasing energy and environmental restrictions, the further energy market uncertainties and the diverse, regional conditions makes regional energy and environmental planning tasks very complex and region-specific. Numerous methods and tools have been used and are still useful for energy planning and modeling. However, there is a need for a systematic and well structured method to deal with these challenges.

This paper presents OTSM-TRIZ as a potential method, which is intended to deal with modern challenges creating innovative solutions and supporting the whole modeling and planning processes.  The initial use of OTSM-TRIZ in a case study provides useful guidelines for the planning and modeling processes, creating not only typical solutions but also combinations of typical solutions with various innovative solutions which fit the specific regional conditions.

This paper deals with a very large-scale problem.  The slide (below-left) shows different levels of focus.  The smallest scope of planning written here is technological systems, and then the scope of planning extends to sectors,demand or supply side, demand-supply integration, and regional metabolism.  (In the present paper, Region means an area at sub-national level.)  Such a large-scale problem naturally requires the thinking of systems in a large hierarchy.  The slide (below-right) is the Altshuller's Scheme of Powerful Thinking, i.e., infinity extension of multi-screen thinking.  For each system in certain hierarchy of space (vertical in the diagram) and time (horizontal), an Anti-system (which challenges the evolution of the system) is also considered.

 

The task RIEP of the present project is defined in the slide (right).  The project is to build an integrated plan for a region by implementing a methodology supported by OTSM-TRIZ.  The target of the plan is stated as: environmentally friendly, technically reliable, institutionally sound, socially acceptable, cost-effective, and supporting long-term regional sustainable development. 

In the lower half of the slide the energy flow is shown from the supply side to the demand side; this clarifies the framework of the project.

The RIEP project is not a simple planning in technology.  It needs the process of forming a social consensus.  The slide (below) shows the General overview of RIEP procedure.  It shows four phases, (I) Preparation & orientation, (II) Detailed analysis, (III) Prioritization & decision, and (IV) Implementation & monitoring.  We should note (at the bottom part of the slide) that different groups of people are involved.  The Authors belong to the Planner & experts group, and get involved in the Phases I to III.   The tasks and steps in each phase are described as cyclic procedure, and they go down to the next phases, being backed up with feedback loops. 

For performing these tasks as the Planner & experts, the Authors use OTSM-TRIZ as the framework of methods.  The Authors write in their Extended Abstract:

OTSM is further development of Classical TRIZ aimed to manage complex interdisciplinary problematic situations. OTSM notions related to the Law of Ideality: Ideal Solution (IS) and Most Desirable Result (MDR) were used in the case.

The slide (right) states the mission for OTSM-TRIZ for the present project.   

Among many tools in OTSM-TRIZ, two tools are shown in the 3 slides (right and below).  First is the 'Network of problems', where various facts, events, and observations are related in the form of network flow.  The slide (right) is a detail, while the slide (below-left) is an example of the overall structure.  This representation is useful to understand the complex relations in the problem. 

Second is the 'Tongs Model' (see slide below-right) for clarifying the contradictions and for solving them.  Tongs Model is a simplified process of ARIZ.  The Initial situation (IS) and the Most Desirable Result (MDR) are compared, and the Barrier (= Contradiction) is revealed, and then is solved. See more detail in the bottom part of the slide (below-right).

  

Knowledge gathering and knowledge processing is an important part of OTSM-TRIZ.  The slide (right) shows the Authors' model of knowledge processing in RIEP.  The upper-left block in the slide is the area of knowledge of the Problem owner, while the middle block (partially overlapped with the upper block) is the area of Planner & experts.  In the bottom part, general knowledge is shown. 
For visualizing the problem, the Initial Barriers (see the 'Tongs Model' in the previous slide) or potential conflicts are listed in a tabular form (slide right).  Existing solutions or proposed solutions are listed in the rows, while different aspects are shown in the columns; they include technical, environmental, economic, social & institutional, and schedule barriers.  The X marks represent direct barriers, while X? potential barriers.  We can see the overall view in this kind of tables/diagrams

The logical process of model building is illustrated in the slide (below).  From the reality, models are built step by step using mental models, verbal models, and partial models.  Then they are integrated into the Master Model. This is the most important model, the Authors write in the bottom part of the slide.  [I asked the Authors what kinds of diagrams and tables we need for it.  "There is no need for additional diagrams, etc.", the Authors say.]  It must be supported with the (KB of) Available information resources and the Problem-Goal relation.  The Master Model must be constructed and validated in Phase I (and in Phase II).

Then various problems/barriers need to be solved for planning (in Phase II) as shown in the right part of the slide.  This is the stage of full use of OTSM-TRIZ.  The results thus obtained are shown to the workshops of Prioritization & Decision (in Phase III), where the leadership should be handed to the decision makers.   

The slide (right) shows an example of a component of the Master Model.  This is a fragment of the reference model of the overall energy system (corresponding to the scheme shown in the slide of RIEP) in the region.  Complex input-output relationships in several stages are shown with grid-type connections (instead of ordinary arrows) for the clarity of representation. 

A lot of concrete work seem to have been done in the project, and the contents themselves are too large to be shown in this presentation, whose main purpose is to demonstrate the methodology of planning.

The Authors' conclusion is shown in the slide (right).  The Authors emphasize the roles of two tools based on OTSM.  One is the Network of problems/solutions, the other is 'Tongs' model.  These two, working together, have the special features of representing the problem situations (or initial situations, existing or potential) and various solutions (existing, partial, most desirable, feasible, etc.).  OTSM-TRIZ tools with other planning tools together in complement provide a consistent platform for the complex task of regional energy planning, which must be integrated, long-term, and sustainable.

*** This paper gives an excellent methodology for a large-scale project of technical and social planning.  It has been applied in the real regional planning project.  The concepts of OTSM were started in 1970s by Altshuller and then since middle of 1980s developed mostly by Nikolai Khomenko, one of the coauthors of this presentation.  OTSM seems to have been accepted by a number of European groups, e.g., INSA-Strasbourg, EIFER-Karlsruhe, etc., and have been applied to various real projects.  Nikolai Khomenko told me that he has published 4 papers on OTSM last years in scientific international journals.  We wish to learn about OTSM more closely.  [See Nikolai Khomenko's blog site: http://otsm-triz-sustainable-innovation.blogspot.com/ ]

 

 

Top of this page Abstract Slides in PDF Full paper in PDF Nakagawa's Introduction Slides in Japanese, PDF Nakagawa's Personal Report of Japan TRIZ Symp. 2009 Japan TRIZ Symp. 2009 Japanese page

 

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Last updated on Jun. 13, 2010.     Access point:  Editor: nakagawa@ogu.ac.jp