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{
"name": "Morphological Analysis & TRIZ Evaluator",
"description": "Evaluate systematic innovation work using morphological analysis (parameter-option exploration) and TRIZ (contradiction resolution). Assess completeness, rigor, inventiveness, and feasibility of solutions.",
"version": "1.0.0",
"criteria": [
{
"name": "Parameter Selection (Morphological)",
"description": "Evaluates quality of parameters chosen for morphological box - independence, completeness, essentiality",
"weight": 1.1,
"scale": {
"1": {
"label": "Poor parameter selection",
"description": "Parameters are dependent (choosing one forces another), redundant, or missing critical dimensions. <3 parameters or >7 parameters making analysis unmanageable."
},
"2": {
"label": "Weak parameters",
"description": "Some parameters are reasonable but significant dependencies exist, or key dimensions are missing. 3-7 parameters but some are trivial or redundant."
},
"3": {
"label": "Acceptable parameters",
"description": "3-7 parameters that are mostly independent and cover major dimensions. Some minor dependencies or missing dimensions acceptable. Parameters are relevant to problem."
},
"4": {
"label": "Good parameters",
"description": "3-7 parameters that are independent, essential (each meaningfully affects solution), and collectively cover solution space. Clear rationale for each parameter. Minor gaps acceptable."
},
"5": {
"label": "Excellent parameters",
"description": "3-7 parameters that are provably independent (changing one doesn't force changes in others), essential (each significantly affects objectives), complete (cover all major dimensions), with clear justification for inclusion/exclusion. Optimal granularity."
}
}
},
{
"name": "Option Generation (Morphological)",
"description": "Evaluates quality and completeness of options listed for each parameter",
"weight": 1.0,
"scale": {
"1": {
"label": "Inadequate options",
"description": "Only 1 option per parameter (no alternatives), or options are not mutually exclusive (overlap significantly), or critical options missing."
},
"2": {
"label": "Limited options",
"description": "2-5 options per parameter but missing obvious alternatives, or options are too similar, or some overlap. Range is narrow."
},
"3": {
"label": "Reasonable options",
"description": "2-5 options per parameter covering reasonable range. Options are mostly distinct and mutually exclusive. May miss some edge cases or innovative options."
},
"4": {
"label": "Comprehensive options",
"description": "2-5 well-chosen options per parameter covering full practical range. Options are distinct, mutually exclusive, and include current state plus alternatives. Good mix of conventional and novel."
},
"5": {
"label": "Optimal options",
"description": "2-5 options per parameter that span the design space optimally - not too narrow (missing possibilities) or too broad (impractical). Includes creative/non-obvious options. Clear rationale for each option and why range is appropriate."
}
}
},
{
"name": "Configuration Evaluation (Morphological)",
"description": "Evaluates how well promising configurations were identified and evaluated from morphological box",
"weight": 1.0,
"scale": {
"1": {
"label": "No evaluation",
"description": "Morphological box created but no configurations generated or evaluated. Just lists parameters without exploring combinations."
},
"2": {
"label": "Minimal evaluation",
"description": "1-2 configurations identified without clear rationale. No systematic exploration or comparison. Feasibility not assessed."
},
"3": {
"label": "Basic evaluation",
"description": "3-5 configurations identified with some reasoning. Basic feasibility check and pros/cons listed. Comparison is qualitative only."
},
"4": {
"label": "Systematic evaluation",
"description": "5-10 promising configurations identified with clear selection criteria. Infeasible combinations eliminated with justification. Configurations scored on key objectives. Top 3-5 selected."
},
"5": {
"label": "Rigorous evaluation",
"description": "Comprehensive exploration with 5-10+ configurations spanning solution space. Systematic scoring matrix with weighted objectives. Infeasible combinations documented with reasons. Clusters of similar configs identified. Clear winner with quantified rationale. Sensitivity analysis performed."
}
}
},
{
"name": "Contradiction Identification (TRIZ)",
"description": "Evaluates how clearly and accurately technical contradictions are stated",
"weight": 1.2,
"scale": {
"1": {
"label": "No contradiction identified",
"description": "Problem stated but no contradiction identified, or problem is not actually a contradiction (just an optimization or constraint)."
},
"2": {
"label": "Vague contradiction",
"description": "Contradiction mentioned but poorly defined. Unclear which parameters conflict or why. Example: 'need better performance and lower cost' without specificity."
},
"3": {
"label": "Basic contradiction",
"description": "Contradiction stated with improving and worsening parameters identified. Correct format ('improve X worsens Y') but mapping to TRIZ 39 parameters may be imprecise or missing."
},
"4": {
"label": "Clear contradiction",
"description": "Contradiction clearly stated with specific improving and worsening parameters. Correctly mapped to TRIZ 39 parameters. Physical/technical reason for trade-off explained. Verifiable as real contradiction."
},
"5": {
"label": "Precise contradiction",
"description": "Contradiction precisely formulated with quantified parameters (e.g., 'increase strength from X to Y MPa worsens weight from A to B kg'). Correctly mapped to TRIZ parameters. Physical mechanism of trade-off explained. Evidence that traditional approaches require compromise. Multiple contradictions identified and prioritized if applicable."
}
}
},
{
"name": "TRIZ Principle Application",
"description": "Evaluates how effectively TRIZ inventive principles are applied to resolve contradictions",
"weight": 1.2,
"scale": {
"1": {
"label": "No principles applied",
"description": "TRIZ principles listed but not applied to specific problem. No solution concepts generated."
},
"2": {
"label": "Superficial application",
"description": "1-2 principles applied literally without adaptation. Solutions are generic or don't actually resolve contradiction. Principles may be inappropriate for this contradiction."
},
"3": {
"label": "Basic application",
"description": "2-3 principles applied with some adaptation to problem. Solution concepts generated but may not fully eliminate trade-off. Principles are from recommended list (contradiction matrix)."
},
"4": {
"label": "Effective application",
"description": "3-4 principles from contradiction matrix applied creatively. Multiple solution concepts per principle. Solutions address contradiction and are technically feasible. Some principles combined for stronger solutions."
},
"5": {
"label": "Masterful application",
"description": "3-5 principles applied with deep adaptation and creativity. Solutions are novel, non-obvious, and fully resolve contradiction (improve A without worsening B, or improve both). Principles combined synergistically. Solutions validated against physical constraints. Evidence that contradiction is eliminated, not just mitigated."
}
}
},
{
"name": "Solution Inventiveness",
"description": "Evaluates novelty and creativity of solutions - do they represent true innovation or just conventional approaches?",
"weight": 1.1,
"scale": {
"1": {
"label": "No novelty",
"description": "Solutions are existing/obvious approaches. No departure from conventional thinking. Could have been generated without TRIZ."
},
"2": {
"label": "Minor novelty",
"description": "Solutions are mostly conventional with small tweaks. Incremental improvements only. Similar to existing solutions in field."
},
"3": {
"label": "Moderate novelty",
"description": "Solutions combine existing ideas in new ways or adapt proven approaches from other fields. Some inventive steps. May have patentability."
},
"4": {
"label": "Significant novelty",
"description": "Solutions are non-obvious and represent genuine innovation. Apply TRIZ principles in unexpected ways. Likely patentable. Break from conventional approaches in field."
},
"5": {
"label": "Breakthrough innovation",
"description": "Solutions are highly novel, potentially disruptive, opening new possibilities not previously considered. Elegant resolution of contradiction that seems obvious in hindsight but wasn't before. High patent potential. Could redefine category."
}
}
},
{
"name": "Technical Feasibility",
"description": "Evaluates whether solutions are actually implementable given current technology and constraints",
"weight": 1.0,
"scale": {
"1": {
"label": "Infeasible",
"description": "Solutions violate physical laws, require unavailable technology, or are completely impractical given constraints (cost, time, resources)."
},
"2": {
"label": "Highly uncertain",
"description": "Solutions are theoretically possible but require major breakthroughs or are at edge of current capabilities. Very high risk. Costs/timelines unknown."
},
"3": {
"label": "Challenging but possible",
"description": "Solutions are achievable with current technology but require significant development effort, specialized expertise, or high investment. Risks identified. Feasibility demonstrated for similar problems."
},
"4": {
"label": "Practical",
"description": "Solutions are implementable with available technology and within constraints. Clear path from concept to prototype. Risks are manageable. Similar approaches proven in adjacent fields."
},
"5": {
"label": "Readily implementable",
"description": "Solutions can be implemented quickly with existing technology, materials, and processes. Low technical risk. Clear implementation plan. Costs and timelines estimated. Prototyping straightforward."
}
}
},
{
"name": "Overall Completeness",
"description": "Evaluates whether all necessary components of morphological/TRIZ analysis are present and well-integrated",
"weight": 1.0,
"scale": {
"1": {
"label": "Incomplete",
"description": "Missing major components (morphological box incomplete, no TRIZ principles applied, no solution concepts, etc.). Analysis cannot be used for decision-making."
},
"2": {
"label": "Partially complete",
"description": "Major components present but underdeveloped. Morphological box exists but shallow evaluation. TRIZ principles listed but poorly applied. Limited solution concepts."
},
"3": {
"label": "Mostly complete",
"description": "All major components present (parameters, options, configurations, contradictions, principles, solutions) but some lack depth or integration. Can be used for decisions with additional work."
},
"4": {
"label": "Complete",
"description": "All components well-developed. Morphological analysis is thorough. TRIZ contradictions clearly stated and principles applied. Multiple solution concepts. Evaluation criteria applied. Integration between MA and TRIZ (if both used). Ready for decision-making."
},
"5": {
"label": "Comprehensive",
"description": "Exceptional completeness and integration. Morphological analysis spans full design space systematically. All contradictions identified and addressed with TRIZ. Rich solution concepts (10+). Rigorous evaluation. Clear recommendations with rationale. Documentation enables replication and future refinement. Next steps defined."
}
}
}
],
"guidance": {
"by_method": {
"morphological_only": {
"focus": "Emphasize parameter selection, option generation, and configuration evaluation. TRIZ criteria not applicable.",
"typical_scores": "Parameter selection and option generation weighted most heavily. Configuration evaluation distinguishes good from excellent.",
"common_issues": "Too many or too few parameters, dependent parameters, insufficient option variety, no systematic evaluation"
},
"triz_only": {
"focus": "Emphasize contradiction identification, principle application, and solution inventiveness. Morphological criteria not applicable.",
"typical_scores": "Contradiction clarity and principle application are most critical. Inventiveness distinguishes good from excellent.",
"common_issues": "Vague contradictions, literal principle application, no adaptation, solutions don't actually resolve contradiction"
},
"combined_ma_triz": {
"focus": "Evaluate both morphological exploration and TRIZ contradiction resolution. Integration between methods is key.",
"typical_scores": "All criteria apply. Integration shown by: MA reveals contradictions, TRIZ resolves contradictions in configs.",
"common_issues": "Methods used separately without integration, contradictions in configs not addressed, MA too shallow to reveal trade-offs"
}
},
"by_domain": {
"physical_product": {
"parameter_examples": "Materials, manufacturing method, form factor, power source, control interface",
"contradiction_examples": "Strength vs weight, speed vs precision, durability vs cost, capacity vs size",
"triz_application": "40 principles apply directly. Use physical fields (mechanical, thermal, electromagnetic).",
"feasibility_focus": "Material properties, manufacturing capabilities, physical constraints"
},
"software_digital": {
"parameter_examples": "Architecture, data storage, interface, deployment, authentication",
"contradiction_examples": "Speed vs memory, features vs simplicity, security vs usability, scalability vs cost",
"triz_application": "Principles are metaphorical. Translate: weight→code size, segmentation→modularization, fields→abstractions.",
"feasibility_focus": "Technology stack maturity, development effort, performance characteristics"
},
"service_process": {
"parameter_examples": "Delivery channel, pricing model, timing, customization, support level",
"contradiction_examples": "Quality vs throughput, personalization vs efficiency, convenience vs cost, speed vs accuracy",
"triz_application": "Highly metaphorical. Substances→people/materials, fields→interactions/information flows.",
"feasibility_focus": "Operational capacity, training requirements, cost structure, customer acceptance"
}
}
},
"common_failure_modes": {
"parameters_not_independent": "Choosing option A for parameter 1 forces specific choice in parameter 2. Fix: Redefine parameters or merge dependent ones.",
"too_many_parameters": ">7 parameters creates exponential explosion (5^8 = 390,625 configs). Fix: Combine or eliminate less critical parameters.",
"options_overlap": "Options are not mutually exclusive (e.g., 'small', 'medium-small', 'medium'). Fix: Define clear boundaries or use different parameter.",
"no_evaluation": "Morphological box created but no configurations explored. Fix: Generate 5-10 promising combinations and evaluate.",
"contradiction_not_real": "Stated contradiction is actually budget/political constraint, not physical/technical. Fix: Verify improving A truly worsens B with current approaches.",
"principles_not_adapted": "TRIZ principles applied literally without translation to problem context. Fix: Use principles as metaphors, adapt creatively.",
"solution_doesnt_resolve": "Solution concept doesn't actually eliminate trade-off, just shifts it. Fix: Verify both parameters improve (or one improves with no worsening).",
"unfeasible_solutions": "Creative solutions that violate constraints or require impossible technology. Fix: Ground-truth against current capabilities."
},
"excellence_indicators": [
"Parameters are provably independent (tested by varying one while holding others constant)",
"Options span full practical design space without gaps or excessive breadth",
"10+ configurations evaluated systematically with scored comparison matrix",
"Contradictions are quantified (specific values for improving/worsening parameters)",
"3-5 TRIZ principles applied with multiple creative adaptations per principle",
"Solutions are non-obvious, patentable, and demonstrably resolve contradictions",
"Feasibility validated through analysis or analogous examples from other fields",
"Integration between methods: morphological analysis identifies contradictions, TRIZ resolves them",
"Clear recommendations with ranked alternatives and implementation roadmap",
"Documentation enables replication and extension by others"
],
"evaluation_notes": {
"scoring": "Calculate weighted average across applicable criteria. For morphological-only, exclude TRIZ criteria. For TRIZ-only, exclude morphological criteria. Minimum passing score: 3.0 (basic quality). Production-ready target: 3.5+. Excellence threshold: 4.2+.",
"context": "Adjust expectations based on problem complexity and domain. Physical products should score higher on feasibility (proven physics). Software/services may score lower on feasibility (unproven approaches acceptable). Breakthrough innovations may score lower on feasibility but higher on inventiveness.",
"iteration": "Low scores indicate specific improvement areas. Prioritize fixing contradiction clarity and parameter independence first (highest impact). Then improve principle application and evaluation rigor. Iterate based on prototyping/testing results."
}
}

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# Morphological Analysis & TRIZ Methodology
## Table of Contents
1. [Trends of Technical Evolution](#1-trends-of-technical-evolution)
2. [Substance-Field Analysis](#2-substance-field-analysis)
3. [ARIZ Algorithm](#3-ariz-algorithm)
4. [Combining Morphological Analysis + TRIZ](#4-combining-morphological-analysis--triz)
5. [Multi-Contradiction Problems](#5-multi-contradiction-problems)
6. [TRIZ for Software & Services](#6-triz-for-software--services)
---
## 1. Trends of Technical Evolution
### Concept
Technical systems evolve along predictable patterns. Understanding these trends helps predict future states and design next-generation solutions.
### 8 Key Trends
**Trend 1: Mono-Bi-Poly (Increasing Complexity Then Simplification)**
- Mono: Single system
- Bi: System + counteracting system
- Poly: Multiple interacting systems
- Then: Integration/simplification
**Example:**
- Mono: Manual transmission (single system)
- Bi: Manual + automatic (two options)
- Poly: CVT, dual-clutch, automated manual (many variants)
- Integration: Seamless hybrid transmission
**Application:** If stuck at Bi-Poly stage, look for integration opportunities
**Trend 2: Transition to Micro-Level**
- Macro → Meso → Micro → Nano
- System operates at smaller scales over time
**Example:**
- Macro: Room air conditioner
- Meso: Window unit
- Micro: Personal cooling device
- Nano: Fabric with cooling nanoparticles
**Application:** Can your solution work at smaller scale?
**Trend 3: Increasing Dynamism & Controllability**
- Fixed → Adjustable → Adaptive → Self-regulating
**Example:**
- Fixed: Solid chair
- Adjustable: Height-adjustable chair
- Adaptive: Chair that conforms to posture
- Self-regulating: Chair that actively prevents back pain
**Application:** Add adjustability, then feedback control, then autonomous adaptation
**Trend 4: Increasing Ideality (IFR - Ideal Final Result)**
- System delivers more benefits with fewer costs and harms
- Ultimate: All benefits, no cost/harm (ideal is unattainable but directional)
**Formula:** Ideality = Σ(Benefits) / [Σ(Costs) + Σ(Harms)]
**Application:** Systematically increase numerator (add benefits) and decrease denominator (remove costs/harms)
**Trend 5: Non-Uniform Development**
- Different parts evolve at different rates → contradictions emerge
- Advanced subsystem bottlenecked by primitive subsystem
**Example:** High-performance engine limited by weak transmission
**Application:** Identify lagging subsystems and bring them to parity
**Trend 6: Transition to Super-System**
- Individual system → System + complementary systems → Integrated super-system
**Example:**
- Computer alone
- Computer + printer + scanner (separate)
- All-in-one device (integrated super-system)
**Application:** What complementary systems can be integrated?
**Trend 7: Matching/Mismatching**
- Matching: All parts work in coordination (efficiency)
- Mismatching: Deliberate asymmetry for specific function
**Example:** Matched: All wheels same size (car). Mismatched: Different front/rear tires (drag racer)
**Application:** Sometimes deliberate mismatch creates new capabilities
**Trend 8: Increasing Use of Fields**
- Mechanical → Thermal → Chemical → Electric → Magnetic → Electromagnetic
**Example:**
- Mechanical: Manual saw
- Thermal: Hot wire cutter
- Electric: Powered saw
- Magnetic: Magnetic coupling
- Electromagnetic: Laser cutter
**Application:** Can you replace mechanical action with a "higher" field?
### How to Apply Trends
**Step 1:** Identify where current system is on each trend
**Step 2:** Predict next stage in evolution
**Step 3:** Design solution that leapfrogs to next stage
**Step 4:** Look for contradictions that arise and resolve with TRIZ principles
---
## 2. Substance-Field Analysis
### Concept
Model systems as interactions between substances (S1, S2) and fields (F) to identify incomplete or harmful models and transform them.
### Basic Model: S1 - F - S2
- **S1:** Object being acted upon (workpiece, patient, user)
- **F:** Field providing energy (mechanical, thermal, chemical, electrical, magnetic)
- **S2:** Tool/agent acting on S1 (cutter, heater, medicine, interface)
### Complete vs Incomplete Models
**Incomplete (Doesn't work well):**
```
S1 ---- S2 (No field, or field too weak)
```
**Solution:** Add or strengthen field
**Complete (Works):**
```
S1 <-F-> S2 (Field connects substances effectively)
```
### 76 Standard Solutions
TRIZ catalogs 76 standard substance-field transformations. Key examples:
**Problem: Incomplete model (S1 and S2 not interacting)**
- **Solution 1:** Add field F between them
- **Solution 2:** Replace S2 with more reactive substance S3
- **Solution 3:** Add substance S3 as intermediary
**Problem: Harmful action (field F causes unwanted effect)**
- **Solution 1:** Insert substance S3 to block harmful field
- **Solution 2:** Add field F2 to counteract F1
- **Solution 3:** Remove or modify S2 to eliminate harmful field
**Problem: Need to detect or measure S1 (invisible, inaccessible)**
- **Solution 1:** Add marker substance S3 that reveals S1
- **Solution 2:** Use external field F2 to probe S1
- **Solution 3:** Transform S1 into S1' that's easier to detect
### Application Example
**Problem:** Need to inspect internal pipe for cracks (S1 = pipe, can't see inside)
**Substance-field analysis:**
```
Current: S1 (pipe) - no effective field - S2 (inspector)
Incomplete model
```
**Solutions via standard models:**
1. Add ferromagnetic particles + magnetic field (field F reveals cracks)
2. Add ultrasonic field (detect reflection changes at cracks)
3. Add pressurized dye penetrant (substance S3 reveals cracks)
**Selected:** Magnetic particle inspection (proven technique)
---
## 3. ARIZ Algorithm
### Concept
ARIZ (Algorithm of Inventive Problem Solving) is systematic step-by-step process for complex problems where contradiction isn't obvious.
### ARIZ Steps (Simplified)
**Step 1: Problem Formulation**
- State problem as given
- Identify ultimate goal
- List available resources (time, space, substances, fields, information)
**Step 2: Mini-Problem**
- Define "ideal final result" (IFR): system achieves goal with minimal change
- Formulate mini-problem: "Element X, using available resources, must provide [desired effect] without [harmful effect]"
**Step 3: Physical Contradiction**
- Identify conflicting requirements on single element
- Example: "Element must be hard (for strength) AND soft (for flexibility)"
**Step 4: Separate Contradictions**
Four separation principles:
- **In space:** Hard in one location, soft in another
- **In time:** Hard during use, soft during installation
- **Upon condition:** Hard under load, soft when relaxed
- **Between system levels:** Hard at macro level, soft at micro level
**Step 5: Application of Resources**
- What substances are available? (in system, nearby, environment, products/derivatives)
- What fields are available? (waste heat, vibration, gravity, pressure)
- How can cheap/free resources substitute for expensive ones?
**Step 6: Apply Substance-Field Model**
- Model current state
- Identify incomplete or harmful models
- Apply standard solutions
**Step 7: Apply TRIZ Principles**
- If not solved yet, use contradiction matrix
- Try 2-3 most relevant principles
**Step 8: Analyze Solution**
- Does it achieve IFR?
- What new problems arise?
- Can solution be generalized to other domains?
### ARIZ Example (Abbreviated)
**Problem:** Bike lock must be strong (resist cutting) but lightweight (portable)
**Step 1:** Goal = secure bike, Resources = lock material, bike frame, environment
**Step 2:** IFR = Lock secures bike without added weight. Mini-problem: Lock, using available resources, must resist cutting without being heavy.
**Step 3:** Physical contradiction - Lock material must be thick/strong (resist cutting) AND thin/light (reduce weight)
**Step 4:** Separation - In space (strong in critical area only), Upon condition (hard when attacked, normal otherwise)
**Step 5:** Resources - Can we use bike frame itself? Environment (anchor to heavy object)?
**Step 6:** Substance-field - Add alarm field (makes cutting detectable even if lock is light)
**Step 7:** TRIZ - Principle #40 (composite materials): Use hardened steel inserts in lightweight frame. Principle #2 (taking out): Secure bike to immovable object, lock just prevents separation.
**Step 8:** Solution - Lightweight cable with selective hardening + alarm. Achieves security without excessive weight.
---
## 4. Combining Morphological Analysis + TRIZ
### When to Combine
**Use case:** Complex system with multiple parameters (morphological) AND contradictions within configurations (TRIZ)
### Process
**Step 1:** Build morphological box for overall system architecture
**Step 2:** Identify promising parameter combinations (3-5 configurations)
**Step 3:** For each configuration, identify embedded contradictions
- Does this configuration create any trade-offs?
- Which parameters conflict within this configuration?
**Step 4:** Apply TRIZ to resolve contradictions within each configuration
- Use TRIZ principles to eliminate trade-offs
- Improve configurations to be non-compromise solutions
**Step 5:** Re-evaluate configurations now that contradictions are resolved
- Configurations that were inferior due to contradictions may now be viable
### Example: Designing Portable Speaker
**Morphological Parameters:**
- Power: Battery | Solar | Wall plug | Hybrid
- Size: Pocket | Handheld | Tabletop | Floor
- Audio tech: Mono | Stereo | Surround | Spatial
- Material: Plastic | Metal | Wood | Fabric
- Price tier: Budget | Mid | Premium | Luxury
**Configuration 1: Pocket + Battery + Stereo + Plastic + Mid**
- Contradiction: Pocket size (small) vs Stereo (needs speaker separation for stereo imaging)
- TRIZ Solution: Principle #17 (another dimension) - Use beamforming or psychoacoustic processing to create virtual stereo from single driver
**Configuration 2: Tabletop + Solar + Surround + Wood + Premium**
- Contradiction: Solar (needs light, outdoor) vs Wood (damages in weather)
- TRIZ Solution: Principle #30 (flexible shell) - Protective cover deploys when outdoors, retracts indoors
**Outcome:** Both configurations now viable without compromises
---
## 5. Multi-Contradiction Problems
### Challenge
Real systems often have multiple contradictions that interact.
### Approach
**Step 1: Map all contradictions**
```
Contradiction 1: Improve A → worsens B
Contradiction 2: Improve C → worsens D
Contradiction 3: Improve A → worsens D
...
```
**Step 2: Identify primary contradiction**
- Which contradiction, if resolved, eliminates or eases others?
- Which contradiction is most critical to success?
**Step 3: Resolve primary contradiction first**
- Apply TRIZ principles
- Generate solution concepts
**Step 4: Check if resolving primary affects secondary contradictions**
- Did solution eliminate secondary contradictions?
- Did solution worsen secondary contradictions?
**Step 5: Resolve remaining contradictions**
- Apply TRIZ to each remaining contradiction
- Check for conflicts between solutions
**Step 6: Integrate solutions**
- Can multiple TRIZ principles be combined?
- Are there synergies between solutions?
### Example: Electric Vehicle Design
**Contradictions:**
1. Improve range → worsens cost (large battery expensive)
2. Improve acceleration → worsens range (high power drains battery)
3. Improve safety → worsens weight (reinforcement adds mass)
4. Reduce weight → worsens safety (less structure)
**Primary:** Range vs Cost (most critical for market adoption)
**TRIZ Solutions:**
- Principle #6 (universality): Battery also serves as structural element (improves range without added weight/cost)
- Principle #35 (parameter change): Use different battery chemistry (higher energy density)
**Secondary contradictions affected:**
- Weight reduced (battery is structure) → helps safety-weight contradiction
- Can now afford stronger materials with weight/cost savings
**Integrated solution:** Structural battery pack with high energy density cells
---
## 6. TRIZ for Software & Services
### Adapting TRIZ to Non-Physical Domains
**Key insight:** TRIZ principles are metaphorical. Translate physical concepts to digital/service equivalents.
### Software-Specific Mappings
| Physical | Software/Digital |
|----------|------------------|
| Weight | Code size, memory, latency |
| Strength | Robustness, security, reliability |
| Speed | Response time, throughput |
| Temperature | CPU load, resource utilization |
| Pressure | User load, traffic |
| Shape | Architecture, data structure |
| Material | Technology stack, framework |
| Segmentation | Modularization, microservices |
| Merging | Integration, consolidation |
### TRIZ Principles for Software (Examples)
**#1 Segmentation:**
- Monolith → Microservices
- Single database → Sharded databases
- Batch processing → Stream processing
**#2 Taking Out:**
- Extract auth into separate service
- Externalize config from code
- Offload computation to client (edge computing)
**#10 Preliminary Action:**
- Caching, pre-computation
- Ahead-of-time compilation
- Pre-fetch data
**#15 Dynamics:**
- Adaptive algorithms (change based on load)
- Auto-scaling infrastructure
- Dynamic pricing
**#19 Periodic Action:**
- Polling → Webhooks (event-driven)
- Batch jobs on schedule
- Garbage collection intervals
**#23 Feedback:**
- Monitoring and alerting
- A/B testing with metrics
- Auto-tuning parameters
**#28 Mechanics Substitution:**
- Physical token → Digital certificate
- Manual process → Automated workflow
- Paper forms → Digital forms
### Service Design with TRIZ (Examples)
**#1 Segmentation:**
- Self-service tier + premium support tier
- Modular service packages (pick what you need)
**#5 Merging:**
- One-stop shop (multiple services in one visit)
- Bundled offerings
**#6 Universality:**
- Staff cross-trained for multiple roles
- Multi-purpose facilities
**#10 Preliminary Action:**
- Pre-registration, pre-authorization
- Prepare materials before appointment
- Send info in advance (reduce appointment time)
**#24 Intermediary:**
- Concierge service
- Service coordinator between specialists
- Customer success manager
**#25 Self-Service:**
- Online booking, FAQ, chatbots
- Self-checkout, automated kiosks
---
## Quick Decision Trees
### "Should I use morphological analysis or TRIZ?"
```
Do I have clearly defined parameters with discrete options?
├─ YES → Is there a performance trade-off/contradiction?
│ ├─ YES → Use both (MA to explore, TRIZ to resolve contradictions)
│ └─ NO → Use morphological analysis only
└─ NO → Do I have "improve A worsens B" situation?
├─ YES → Use TRIZ only
└─ NO → Neither applies; use other innovation methods
```
### "Which TRIZ technique should I use?"
```
Is problem well-defined with clear contradiction?
├─ YES → Use contradiction matrix + principles (template.md)
└─ NO → Is problem complex/ambiguous?
├─ YES → Use ARIZ algorithm (Section 3)
└─ NO → Model as substance-field (Section 2)
```
### "How many TRIZ principles should I try?"
```
Did first principle fully solve contradiction?
├─ YES → Done, move to evaluation
└─ NO → Try 2-3 principles recommended by matrix
Partial solution?
├─ YES → Combine principles (Section 5)
└─ NO → Re-examine contradiction (may be mis-stated)
```
---
## Summary: When to Use What
| Situation | Method | Section |
|-----------|--------|---------|
| **Explore design space systematically** | Morphological Analysis | template.md |
| **Clear "improve A worsens B" contradiction** | TRIZ Contradiction Matrix | template.md |
| **Complex problem, unclear contradiction** | ARIZ Algorithm | Section 3 |
| **Modeling interactions, detecting issues** | Substance-Field Analysis | Section 2 |
| **Predict future product evolution** | Trends of Evolution | Section 1 |
| **Multiple related contradictions** | Multi-Contradiction Process | Section 5 |
| **Software/service innovation** | Adapted TRIZ Principles | Section 6 |
| **Complex system with trade-offs** | MA + TRIZ Combined | Section 4 |

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# Morphological Analysis & TRIZ Template
## Quick Start
**For Morphological Analysis:**
1. Define 3-7 parameters → 2-5 options each → Build matrix → Evaluate combinations
**For TRIZ:**
1. State contradiction (improve A worsens B) → Look up in matrix → Apply 3-4 recommended principles
**For Both:**
Use morphological analysis to explore space, TRIZ to resolve contradictions in configurations.
---
## Part 1: Problem Definition
**Problem Statement:** [Clear, specific description]
**Objectives:**
1. [Primary objective - measurable]
2. [Secondary objective]
3. [Tertiary objective]
**Constraints:**
- Cost: [Budget limit]
- Size/Weight: [Physical limitations]
- Time: [Timeline]
- Materials: [Allowed/prohibited]
- Performance: [Minimum requirements]
**Success Criteria:**
- [ ] [Measurable criterion 1]
- [ ] [Measurable criterion 2]
- [ ] [Measurable criterion 3]
---
## Part 2: Morphological Analysis
### Step 1: Identify 3-7 Independent Parameters
**Parameter 1:** [Name] - [Why essential]
**Parameter 2:** [Name] - [Why essential]
**Parameter 3:** [Name] - [Why essential]
[Continue for 3-7 parameters]
**Independence check:** Can I change Parameter 1 without forcing changes in Parameter 2? (Yes = independent)
### Step 2: List 2-5 Options Per Parameter
**Parameter 1: [Name]**
- Option A: [Description]
- Option B: [Description]
- Option C: [Description]
[2-5 mutually exclusive options]
[Repeat for all parameters]
### Step 3: Build Morphological Matrix
```
| Parameter | Opt 1 | Opt 2 | Opt 3 | Opt 4 | Opt 5 |
|----------------|-------|-------|-------|-------|-------|
| [Param 1] | [A] | [B] | [C] | [D] | - |
| [Param 2] | [A] | [B] | [C] | - | - |
| [Param 3] | [A] | [B] | [C] | [D] | [E] |
Total: [N1 × N2 × N3...] = [Total configs]
```
### Step 4: Generate 5-10 Promising Configurations
**Config 1: [Name]**
- Parameter 1: [Selected option]
- Parameter 2: [Selected option]
- Parameter 3: [Selected option]
- **Rationale:** [Why promising]
- **Pros:** [Advantages]
- **Cons:** [Disadvantages]
[Repeat for 5-10 configurations]
### Step 5: Score and Rank
| Config | Obj 1 | Obj 2 | Obj 3 | Cost | Feasibility | Total | Rank |
|--------|-------|-------|-------|------|-------------|-------|------|
| Config 1 | [1-5] | [1-5] | [1-5] | [1-5] | [1-5] | [Sum] | [#] |
| Config 2 | [1-5] | [1-5] | [1-5] | [1-5] | [1-5] | [Sum] | [#] |
**Selected:** [Top-ranked configuration]
---
## Part 3: TRIZ Contradiction Resolution
### Step 1: State Contradiction
**Improving Parameter:** [What we want to increase]
- Current: [Value]
- Desired: [Target]
**Worsening Parameter:** [What degrades when we improve first]
- Acceptable degradation: [Threshold]
**Contradiction Statement:** "To improve [X], we must worsen [Y], which is unacceptable because [reason]."
### Step 2: Map to TRIZ 39 Parameters
**TRIZ 39 Parameters (Quick Reference):**
1. Weight of moving object
2. Weight of stationary object
3-4. Length (moving/stationary)
5-6. Area (moving/stationary)
7-8. Volume (moving/stationary)
9. Speed
10. Force
11. Stress/pressure
12. Shape
13. Stability of composition
14. Strength
15-16. Duration of action
17. Temperature
18. Illumination
19-20. Energy use
21. Power
22-26. Loss of (energy, substance, info, time, quantity)
27. Reliability
28-29. Measurement/manufacturing accuracy
30-31. Harmful factors (external/internal)
32-34. Ease of (manufacture, operation, repair)
35. Adaptability
36. Device complexity
37. Difficulty of detecting/measuring
38. Automation
39. Productivity
**Map your contradiction:**
- Improving: [Map to one of 39]
- Worsening: [Map to one of 39]
### Step 3: Lookup Recommended Principles
**From TRIZ Contradiction Matrix:** [Lookup improving × worsening]
**Recommended Principles:** [#N, #M, #P, #Q]
**40 Inventive Principles (Brief):**
1. Segmentation - Divide into parts
2. Taking Out - Remove disturbing element
3. Local Quality - Different parts, different functions
4. Asymmetry - Use asymmetric forms
5. Merging - Combine similar objects
6. Universality - Multi-function
7. Nesting - Matryoshka dolls
8. Anti-Weight - Counterbalance
9. Preliminary Anti-Action - Pre-stress
10. Preliminary Action - Prepare in advance
11. Beforehand Cushioning - Emergency measures
12. Equipotentiality - Eliminate lifting/lowering
13. The Other Way - Invert
14. Spheroidality - Use curves
15. Dynamics - Make adaptable
16. Partial/Excessive - Go over/under optimal
17. Another Dimension - Use 3D, layers
18. Mechanical Vibration - Use oscillation
19. Periodic Action - Pulsed vs continuous
20. Continuity - Eliminate idle time
21. Rushing Through - High speed reduces harm
22. Blessing in Disguise - Use harm for benefit
23. Feedback - Introduce adjustment
24. Intermediary - Use intermediate object
25. Self-Service - Object services itself
26. Copying - Use cheap copy
27. Cheap Short-Living - Replace expensive with many cheap
28. Mechanics Substitution - Use fields instead
29. Pneumatics/Hydraulics - Use gas/liquid
30. Flexible Shells - Use membranes
31. Porous Materials - Make porous
32. Color Changes - Change color/transparency
33. Homogeneity - Same material
34. Discarding/Recovering - Discard after use
35. Parameter Changes - Change physical state
36. Phase Transitions - Use phenomena during transition
37. Thermal Expansion - Use expansion/contraction
38. Strong Oxidants - Enrich atmosphere
39. Inert Atmosphere - Use inert environment
40. Composite Materials - Change to composite
**For detailed principle examples, see [methodology.md](methodology.md).**
### Step 4: Apply Principles
**Principle #[N]: [Name]**
- **How to apply:** [Specific adaptation to problem]
- **Resolves contradiction:** [Explain how]
- **Feasibility:** [High/Medium/Low]
[Repeat for 3-4 principles]
### Step 5: Combine Principles (Optional)
**Combined Solution:**
- **Principles:** [#N + #M]
- **Synergy:** [How they work together]
- **Result:** [Concrete design concept]
---
## Part 4: Output Format
Create `morphological-analysis-triz.md`:
```markdown
# [Problem Name]: Systematic Innovation
**Date:** [YYYY-MM-DD]
## Problem
[Problem statement, objectives, constraints]
## Morphological Analysis (if used)
### Matrix
[Parameter-option table]
### Top Configurations
1. [Config name]: [Parameters] - Rationale: [Why] - Score: [X]
2. [Config name]: [Parameters] - Rationale: [Why] - Score: [Y]
## TRIZ Analysis (if used)
### Contradiction
Improve [X] → Worsens [Y]
### Applied Principles
- Principle #[N] ([Name]): [Application] → [Result]
- Principle #[M] ([Name]): [Application] → [Result]
### Solution Concepts
1. **[Concept name]:** [Description] - Pros: [X] - Cons: [Y]
2. **[Concept name]:** [Description] - Pros: [X] - Cons: [Y]
## Recommendation
**Primary Solution:** [Name]
- Description: [What it is]
- Why: [Rationale]
- Next Steps: [Actions]
**Alternative:** [Name] (if primary fails/too risky)
```
---
## Quick Examples
**Morphological Analysis (Lamp Design):**
```
Parameters: Power (battery/wall/solar), Light (LED/halogen), Control (switch/app/voice), Size (desk/floor/wall)
Total: 3 × 2 × 3 × 3 = 54 configurations
Promising: Battery + LED + App + Desk (portable smart lamp)
```
**TRIZ (Electric Vehicle):**
```
Contradiction: Increase range → worsens cost (large battery expensive)
Principles: #6 (Universality - battery is structure), #35 (Parameter change - different chemistry)
Solution: Structural battery pack with high energy density cells
```
**Combined MA + TRIZ:**
```
1. Build morphological box → Find promising configurations
2. Identify contradictions in top configs
3. Apply TRIZ to eliminate trade-offs
4. Re-evaluate configs with contradictions resolved
```
---
## Notes
**Morphological Analysis:**
- Keep 3-7 parameters (too many = explosion)
- Ensure independence (changing one doesn't force another)
- Don't enumerate all combinations (focus on promising clusters)
**TRIZ:**
- Verify real contradiction (not just budget constraint)
- Adapt principles creatively (metaphorical, not literal)
- Combine multiple principles for stronger solutions
- Check for new contradictions introduced by solution
**For advanced techniques:**
- Trends of evolution → See methodology.md Section 1
- Substance-field analysis → See methodology.md Section 2
- ARIZ algorithm → See methodology.md Section 3
- Detailed principle examples → See methodology.md Section 4