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