# 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