8.3 KiB
Morphological Analysis & TRIZ Template
Quick Start
For Morphological Analysis:
- Define 3-7 parameters → 2-5 options each → Build matrix → Evaluate combinations
For TRIZ:
- 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:
- [Primary objective - measurable]
- [Secondary objective]
- [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):
- Weight of moving object
- Weight of stationary object 3-4. Length (moving/stationary) 5-6. Area (moving/stationary) 7-8. Volume (moving/stationary)
- Speed
- Force
- Stress/pressure
- Shape
- Stability of composition
- Strength 15-16. Duration of action
- Temperature
- Illumination 19-20. Energy use
- Power 22-26. Loss of (energy, substance, info, time, quantity)
- Reliability 28-29. Measurement/manufacturing accuracy 30-31. Harmful factors (external/internal) 32-34. Ease of (manufacture, operation, repair)
- Adaptability
- Device complexity
- Difficulty of detecting/measuring
- Automation
- 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):
- Segmentation - Divide into parts
- Taking Out - Remove disturbing element
- Local Quality - Different parts, different functions
- Asymmetry - Use asymmetric forms
- Merging - Combine similar objects
- Universality - Multi-function
- Nesting - Matryoshka dolls
- Anti-Weight - Counterbalance
- Preliminary Anti-Action - Pre-stress
- Preliminary Action - Prepare in advance
- Beforehand Cushioning - Emergency measures
- Equipotentiality - Eliminate lifting/lowering
- The Other Way - Invert
- Spheroidality - Use curves
- Dynamics - Make adaptable
- Partial/Excessive - Go over/under optimal
- Another Dimension - Use 3D, layers
- Mechanical Vibration - Use oscillation
- Periodic Action - Pulsed vs continuous
- Continuity - Eliminate idle time
- Rushing Through - High speed reduces harm
- Blessing in Disguise - Use harm for benefit
- Feedback - Introduce adjustment
- Intermediary - Use intermediate object
- Self-Service - Object services itself
- Copying - Use cheap copy
- Cheap Short-Living - Replace expensive with many cheap
- Mechanics Substitution - Use fields instead
- Pneumatics/Hydraulics - Use gas/liquid
- Flexible Shells - Use membranes
- Porous Materials - Make porous
- Color Changes - Change color/transparency
- Homogeneity - Same material
- Discarding/Recovering - Discard after use
- Parameter Changes - Change physical state
- Phase Transitions - Use phenomena during transition
- Thermal Expansion - Use expansion/contraction
- Strong Oxidants - Enrich atmosphere
- Inert Atmosphere - Use inert environment
- Composite Materials - Change to composite
For detailed principle examples, see 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:
# [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