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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)
  3. Speed
  4. Force
  5. Stress/pressure
  6. Shape
  7. Stability of composition
  8. Strength 15-16. Duration of action
  9. Temperature
  10. Illumination 19-20. Energy use
  11. Power 22-26. Loss of (energy, substance, info, time, quantity)
  12. Reliability 28-29. Measurement/manufacturing accuracy 30-31. Harmful factors (external/internal) 32-34. Ease of (manufacture, operation, repair)
  13. Adaptability
  14. Device complexity
  15. Difficulty of detecting/measuring
  16. Automation
  17. Productivity

Map your contradiction:

  • Improving: [Map to one of 39]
  • Worsening: [Map to one of 39]

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.

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