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"… all true Believers shall break their Eggs at the convenient End."
Jonathan Swift. "Gulliver's Travels"
Introduction
The Theory of Inventive Problem Solving (TRIZ) developed by a talented engineer,
inventor and contriver G.S.Altshuller is widely known and at present is undoubtedly
one of the most efficient tools for solving engineering problems. There are a lot
of publications in Russian and English that disclose the core of the theory and
are full enough for initial acquaintance. The best Russian-language resource
is the site of the Minsk OTSM-TRIZ Center (http://www.trizminsk.org),
and the best English-language resource is the American TRIZ Journal (http://www.triz-journal.com).
Having studied TRIZ through books and articles, one can easily teach it to
other people, because the available material is so rich and absorbing, that
it will always excite curiosity!
However for in-depth understanding of TRIZ, one should thoroughly conceptualize
the proposed materials, and first of all it concerns the concepts and terms
of TRIZ. Because many things in TRIZ are presented not as information to be
memorized, but as material for thought.
During my work for SAMSUNG in the capacity of TRIZ-consultant I had to seriously
revise all my knowledge of TRIZ. When solving technical problems, by-passing
patents of competing companies or forecasting technical system evolution, it is
very important to understand what really stands behind each TRIZ term so that
all of the TRIZ tools can be used with maximum efficiency.
One of the key TRIZ concepts and one of the most important elements of absolutely
all TRIZ tools is the concept "Technical System". Classical TRIZ introduces this
term without any special definition considering it as a derivative from the
concept "System". But on closer examination this concept proved to need
further specification, and the semantic aspect confirms this statement.
The name of the concept "Technical System" may be translated from Russian
into English in two ways: "Technical System" and Engineering System". By
using any search engine, you can see for yourself that TRIZ specialists
consider these terms as practically equivalent. Or, for instance, Victor
Fey's Glossary (http://www.triz-journal.com/archives/2001/03/a/index.htm),
It does not offer any explanation to either of the concepts.
This article is my effort to describe how I understand the term "Technical System".
This understanding did not come to me overnight. It appeared after I had had to
learn what a full minimally serviceable technical system consists of.
Trying to analyze the concept "Technical System"
To start with, let us see what a system is in general.
There exist many different definitions for a system.
The most impressive, abstract and thereby the most exhaustive, but inapplicable
to practical purposes was given by V.Geinz [1]: "System is what we define as
a system". In practice, they often use the definition of a system given by
A.Bogdanov [2]: "System is a multitude of interconnected elements that
possesses a common (systemic) property which is not reduced to the properties
of these elements".
And what is the "Technical System"?
Unfortunately, G.Altshuller does not give a definition of the "Technical System".
It becomes clear from the context that he means some system pertaining to
technology and technical objects. The three laws formulated by G.Altshuller
give an indirect definition of Technical System (TS), or it is better to say,
by three conditions to be satisfied for a technical system to exist [3]:
1. The law of completeness of system's parts.
2. The law of "energy conductance" of a system.
3. The law of coordination of system parts' rhythmic.
According to the law of completeness of system's parts every TS includes at
least four parts: an engine, a transmission, a working component and a control
system

The minimal structure of a serviceable Technical System according to G. Altshuller.
It is important to understand that TS is designed to perform some function.
Perhaps, this implies that minimally serviceable TS can perform this function at
any moment without requiring any additional components.
Approaches to defining the Technical System are given in the book "Search for New
Ideas" [5] which contains the definition of the "Evolving Technical System".
This problem is also dwelt on by V.Korolev in his interesting research [6,7].
N.Matvienko devotes some critical remarks to this topic in her materials, too [8].
The definition of the concept "Technical System" as such in the context of TRIZ
is given in the book by Yu.Salamatov [9]:
"Technical System is a set of orderly interacting elements which
possesses properties that are not reduced to the properties of the separate
constituting elements and which is designed for performing certain useful
functions".
Suppose a man has a need of something. To satisfy this need, it is necessary
to perform some function. This means that it is necessary to organize a system
capable of performing this function - Technical System - and to satisfy the need.
But there is something that confounds us in this definition of the Technical
System, isn't there? The confusing word "designed for". Perhaps, what really
counts in this situation is not somebody's desires, but an objective possibility
to perform a needed function.
For instance, what is a metal cylinder with an axial hole of variable diameter
and threading at one of its ends designed for?
It is practically impossible to answer this question. Discussion immediately
switches off to solving the problem "where could this thing be used?"
With this definition, could we say: this is not a Technical System yet and
starting from this moment this is a Technical System. It is written:
"… TS appears as soon as a technical object acquires ability to perform the
Main Useful Function without participation of man". Then it is written that
one of the trends of TS evolution is the removal of a man from its composition.
This means that at a certain stage of TS evolution a man is part of TS. Or no?
A vague idea…
We will hardly make head or tail of this problem if we do no find an answer
to the following question: is a man part of the Technical System or not?
I polled many of my acquaintances - TRIZ specialists - and got quite a wide
spectrum of responses: from a definite "No" substantiated by references to
heavyweights to a diffident "Yes, probably". The most original answer was:
when a car moves rectilinearly at a uniform speed, a man is not part of this
technical system, but as soon as the car starts turning, the man immediately
becomes its necessary and useful part.
What do our authors say? Salamatov [9, Chapter 4.3.] gives an example, which
shows that a man with a hoe is not TS. The more so because the hoe is not TS.
Whereas a bow is TS.
But what is the difference between a hoe and a bow? A bow has accumulators
of energy - a bowstring and a flexible rod. In a good hoe, the handle bends
slightly in a swing and increases the hit strength while moving down. The bend
is very insignificant, but it is the principle that counts. The work with a
bow involves two movements: first it is braced and then released. The same
is with a hoe. Isn't it a gross injustice!
Let us consider this situation.
Is a pointed wooden stick TS? It does not look like. And what about a fountain pen?
Perhaps, it is. Rather complex TS. Well, and what about a printer? Undoubtedly it
is.
A pencil? Who knows … Betwixt and between. Could we call it a "Simple Technical
System"? And what about a lead or silver stick for writing? It's a problem…
It is not a wooden chip - it is made of precious metal! But it is too far
from a pen.
Do a modern capillary pen, a pencil, a pointed stick and a writing unit of a
printer have anything in common? The useful function they could perform in
principle is "to leave a trace on a surface". What a mixed company - a pencil,
a stick, a leaden or silver style, a felt-tip pen, a printer, and a hard press
for offset lithography! But the series is logical…
To tell the truth, a new problem arises here!
If all of these objects may perform one and the same function, then all of them
are Technical Systems. And they should not be broken down into complex and
primitive. If objects perform the same functions, not only their designation
is equal but also the level of hierarchy should be equal.
Or suppose none of them is TS. Isn't it funny to consider a pointed stick as
TS? But where is its engine or transmission? Then a printer is not TS either.
Let us approach this situation formally.
Any Technical System must perform some useful function. Can a pointed stick
perform its function? No. And what about a printer?
Let us carry out an experiment and put a pen on a table. Or, to make it simpler,
on a sheet of paper. Then let us wait until it starts performing its function.
But it would not. And it will not do it until a man, an operator, takes it in his
hand and applies it to the sheet of paper.
As to the printer, it will not start printing until a user gives a command to a
computer and the computer in its turn re-addresses this command to the printer.
So without pressing a button, giving a voice command or, in future, a mental
command no action will take place.
Thus, a pen, a hoe, a printer and a bicycle are not TS. Or, to be more precise,
they are incomplete TS. They are just "systems of technical objects" that are unable
to operate, i.e. to perform their functions, without a man-operator. Of course, in
principle they can, but in reality. Just like four wheels, a body and a hood cannot
bring anything anywhere… Even a fully equipped new car, with a filled petrol tank
and keys in the ignition lock is not a Technical System, but just a "system of
technical objects". But as soon as an operator, or, to speak plainly, a driver
takes his seat in the car and touches the steering wheel, the car changes to a
Technical System. Other technical objects and systems become complete TS and
function only in conjunction with a man-operator.
The operator may be inside
a "system of technical objects". He may stand close to it or at a certain remove.
It is even possible to program a Technical System, switch it on and go away. In
any event, the operator must take part in TS control.
We should not oppose a spaceship with a hoe. Both the first one and the second
one is a bigger or a smaller part of some TS, which requires one or more operators
in order to perform its main useful function. Think about the law of completeness
of system's parts, formulated by G.Altshuller. TS occurs when all of its four
parts are available (Fig. 1), each of them being minimally serviceable. If at
least one part is absent, the system is not TS. Just like in case when one of the
four parts is not serviceable. It turns out that the Technical System is what
must be absolutely ready to immediately perform its main useful function without
requiring any additional components. As a ship ready for a cruise: everything
is filled and charged, and the crewmembers are in position.
And without a man the control system is not serviceable in principle, because
it lacks some of its components. The requirements of the law of completeness
of system's parts are not fulfilled. Unfulfilled is also the law of through passing
of energy. A signal is applied to the control system and - stop! No back flux of
energy!
And how should we treat the "Technical Systems" that successfully perform their
useful functions but have no technical objects at all? For instance, an electrician
who replaces a light bulb.
It looks as though there is a special level of hierarchy at which a set of objects,
elements turns to a Technical System itself. This is the level of a car with a driver,
a video camera with an operator, a pen with a writer, an automated production complex
with operators who start and maintain it, etc. This is the level, at which a system
forms: a set of natural and technical objects, a man-operator and his actions that
fulfils some function useful for a man.
It is interesting to see how the hierarchy of biological objects and systems is built.
Molecules, cells, elements, and parts of organisms are the level of subsystems.
The "Subsystem" is a separate part of an organism, for instance, an elephant's
skeleton, a sting of a gnat, or a feather of a bird. The sum of such subsystems,
even a full set of them or an organism assembled of them will not be able to
perform a useful function. It is necessary to add something else to this "set",
to spark it in order to obtain a living, functioning organism.

Living organisms may be united into a supersystem. The "Supersystem" is a more or
less organized set of animals or plants, for instance a bee family. But no abrupt
qualitative jump is observed here.
By analogy with biological systems we can treat the concept "Technical System" as
a special level of hierarchy at which a system gets a possibility to act
independently, i.e. it reaches the level of a living organism.
In other words, the "Technical System" in technology is on the same level as a
living organism in nature. In a patent application, this is referred to as
"machine in operation". That is, "a system of technical objects" plus a
man-operator. For instance, a carburetor is not TS, but just a system, a
set of technical objects. Whereas a man (operator) who is using a carburetor
to crack nuts is TS, that performs a useful function of removing walnut-shell.
The same with a man using a hoe - they are TS. But a tractor and a plough
are not, which looks paradoxical.
What is "man" in the context of the Technical System?
What is strong meat in this situation?
It is psychologically difficult to place a man and a shoe brake on the same level.
A man as an element of technosphere apparently has a lot to do with any TS and
may play the following roles:
In a supersystem:
1. User
2. Developer
3. Manufacturer of technical objects of a system.
4. Person providing maintenance, repair and utilization of technical objects of a system.
In a system:
1. Operator, the main element of control system
2. Source of energy
3. Engine
4. Transmission
5. Working component.
6. Object being treated
In the environment
1. Element of the environment
The user is apparently the central figure. He covers the expenses connected
with the creation of TS encouraging developers and manufactures to attempt a task.
He pays the work of an operator, as well as maintenance, repair and utilization
of technical objects of a system.
The second group of people ensures functioning of TS, experiences its action
on themselves.
The third group indirectly aids or hampers this process or just observes it and
is exposed to the action of side effects that occur as a result of TS functioning.
A man can perform several roles at the same time. For instance, a driver of a personal
car or a man using an inhalator. Or, for instance, a cyclist. He is an element of almost
all systems of a bicycle, except the working component (seat) and transmission (wheels
and frame).
Thus, a man turns out to be an indispensable part of the Technical System.
It may look as though it does not matter, because as soon as the solving of real
engineering problems is concerned, a man is factored out and we have to work on the
level of subsystems. Yes, that is true, but only in those places, where coordination
and energy passing take place between subsystems which are in no way connected with
an operator. But as soon as we approach the control system, the problem of
interaction between a man and technical objects becomes evident.
Let us consider, for instance, a car. It acquired its current technical appearance
by the end of the seventies, when safety bags and a reliable automatic gearbox were
invented. Since that time, most improvements have been only aimed at perfecting
control, safety, maintenance and repair convenience, that is at the interaction
between a man as the main part of TS and the rest of the system's parts.
In the forties and fifties, the steering wheel of a truck had 80 cm in diameter.
A driver had to be very strong to control such a vehicle. And in aviation… The
giant airplane of the thirties "Maxim Gorky"… To execute a manoeuvre, the first
and the second pilots had to pull the control wheel together. Sometimes they
even asked the aeronavigator and other crewmembers for help. Nowadays an operator
with the aid of a power-assisted steering gear can control mechanisms that are
much more heavily loaded. It seems as if the problem is solved. No, it isn't!
We again forget about a man. The thing is that actuators do not always allow the
operator to feel the behavior of a controlled mechanism to the full extent.
Sometimes this causes accidents.
Let us consider, for instance, the problem of the motion safety of a motor vehicle
or a locomotive, which is more "monotonous" to handle. It is very important, that
an operator always be active and healthy. The problem is also solved in a supersystem.
For instance, the causes of dozing at the wheel are eliminated, medical examination of
drivers is organized, and the responsibility of a driver-operator is increased. But
more often this problem is solved directly in the Technical System, in a driver's
cab. If an engine-driver does not switch off a signal light in time, the engine
will shut down and the train will stop. Or in case with a motor vehicle: the
engine will not start until a driver is strapped in. That is, there is a normal
feedback, as between all other TS elements.
Probably, one of the reasons for which this trend of improvement of technical systems has
started to develop only recently is misapprehension of the place a man occupies in their
structure. Or not exactly misapprehension, but… Well, a developer occurs in a
psychologically difficult situation. A man - a developer of everything new -
considers himself by right to be a creator. He cannot feel that a like man may
be also an operator, an engine or a working component - part of a mechanism,
machine, Technical System. This is easier to understand in case of a widely
used TS that closely interacts with a man, like a car. Here a man may be a
developer, an operator and a user at the same time.
The same with a computer. It is not easy to use most of computer programs even now,
after most developers have understood that a program is designed for a man-operator.
What counts with him is the result, but not the program structure. Nowadays at
least such a concept as "friendly interface" exists. And before… Examples are not
far to seek. Do you remember "Lexicon"?
To say nothing about those TS that stand far from a man… Their name is legion. With
such systems, the idea that a man is part of the Technical System never strikes you.
But while developing any of them, it is necessary to analyze the interaction between
its components taking into account the possibilities of a human body and mind.
Sometimes this condition is not met.
Moreover, unaccounted often remain many of currently known natural factors that affect
the health of a man, accuracy of his movements and reaction speed. Not to mention open
psychological factors, such as "Cassandra effect" [10]! As a result we have Chernobyl,
airplane crashes and collisions of ships.
È âñòàåò ñòðàøíûì ãðèáîì ×åðíîáûëü, ïàäàþò àâèàëàéíåðû è ñòàëêèâàþòñÿ êîðàáëè.
What else except an operator is necessary to obtain a ready-for-service Technical
System?
You will find the answer in the
following section>>
List of Reference
1. Gaines, B.R. "General System research: Quo vadis?" General System Yearboor, 24, 1979.
2. Bogdanov, A.A. Universal Organizational Science. Tectology. Book 1 - Ì., 1989. - P. 48.
3. Altshuller, G.S. Creation as Exact Science.
http://www.trizminsk.org/r/4117.htm#05.
4. Kamenev, A.F. Technical Systems. Laws of Evolution. Leningrad, Mashinostroyenie, 1985.
5. Altshuller, G., B. Zlotin, A.Zusman, and V.Filatov. Search for New Ideas: from Insight to
Technology. Kishenev, Kartia Moldavenayska, 1989. p. 365.
6. Korolev, V. About the Concept of "System". TRIZ Encyclopedia.
http://triz.port5.com/data/w24.html.
7. Korolev, V. About the Concept (2) of "System". TRIZ Encyclopedia.
http://triz.port5.com/data/w108.html.
8. Matvienko, N.N. TRIZ Terms (Book of Problems). Vladivostok, 1991.
9. Salamatov, Yu.P. System of Technology Evolution Laws (Foundations of the Theory of Technical Systems Evolution).
INSTITUTE OF INNOVATIVE DESIGN. Krasnoyarsk, 1996ã.
http://www.trizminsk.org/e/21101000.htm.
10. Sviridov, V.A. Human Factor.
http://www.rusavia.spb.ru/digest/sv/sv.html.
11. Ivanov, G.I. Creation Formula or How to Learn to Invent. Moscow, "Prosveschenie", 1994.
12. Cooper, Fenimor. Prairie
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