Morphological Analysis & TRIZ
Table of Contents
Purpose
Systematically explore solution spaces through morphological analysis (parameter-option matrices) and resolve technical contradictions using TRIZ inventive principles to generate novel, non-obvious solutions.
When to Use
Systematic Exploration:
- Explore all feasible configurations before committing
- Generate comprehensive set of design alternatives
- Create product line variations across parameters
- Document complete solution space
Innovation & Invention:
- Find novel, non-obvious solutions
- Generate patentable innovations
- Discover synergies between features
- Break out of conventional thinking
Resolving Contradictions:
- Improve one parameter without worsening another
- Solve "impossible" trade-offs (faster AND cheaper)
- Apply proven inventive principles
- Resolve conflicts between requirements
Engineering & Design:
- Design new products/systems from scratch
- Optimize existing designs systematically
- Configure complex systems with many parameters
What Is It
Two complementary methods:
Morphological Analysis: Decompose problem into parameters, identify options for each, systematically combine to explore solution space.
Parameters: Power (3 options) × Size (4 options) × Material (3 options) = 36 configurations
TRIZ: Resolve contradictions using 40 inventive principles. Example: "Improve speed → worsens precision" solved by Principle #1 (Segmentation): fast rough pass + slow precision pass.
Workflow
Copy this checklist:
Morphological Analysis & TRIZ Progress:
- [ ] Step 1: Define problem and objectives
- [ ] Step 2: Choose method (MA, TRIZ, or both)
- [ ] Step 3: Build morphological box (if MA)
- [ ] Step 4: Identify contradictions (if TRIZ)
- [ ] Step 5: Apply TRIZ principles
- [ ] Step 6: Evaluate and select solutions
Step 1: Define problem and objectives
Clarify problem statement, key objectives, constraints (cost, size, time, materials), and success criteria.
Step 2: Choose method
- Morphological Analysis: 3-7 clear parameters, each with 2-5 options, goal is comprehensive exploration
- TRIZ: Clear contradiction (improving A worsens B), need inventive breakthrough
- Both: Complex system with parameters AND contradictions
Step 3: Build morphological box (if using MA)
- Identify 3-7 independent parameters (changing one doesn't force another)
- List 2-5 distinct options per parameter
- Create parameter × option matrix
See resources/template.md for structure.
Step 4: Identify contradictions (if using TRIZ)
State clearly:
- Improving parameter: What to increase?
- Worsening parameter: What degrades?
- Look up in TRIZ contradiction matrix
See resources/template.md for 39 TRIZ parameters and contradiction matrix.
Step 5: Apply TRIZ principles
- Review 3-4 principles recommended by matrix
- Brainstorm applications of each principle
- Generate solution concepts
- Combine principles for stronger solutions
See resources/template.md for all 40 principles.
For advanced techniques, see resources/methodology.md.
Step 6: Evaluate and select
Morphological: Identify promising combinations, eliminate infeasible, score on objectives, select top 3-5
TRIZ: Assess contradiction resolution, check side effects, estimate difficulty, select most promising
Use resources/evaluators/rubric_morphological_analysis_triz.json for quality criteria.
Common Patterns
Typical Parameters (Examples)
Physical Products: Materials, power source, form factor, control interface, manufacturing method Software: Architecture, data storage, UI, deployment, authentication Services: Delivery channel, pricing model, timing, customization, support level Processes: Automation level, batch size, quality control, scheduling, location
Common Contradictions
| Improving ↑ | Worsens ↓ | Example TRIZ Principles | |-------------|-----------|------------------------| | Speed | Precision | Segmentation, Periodic action | | Strength | Weight | Anti-weight, Composite materials | | Reliability | Complexity | Segmentation, Beforehand cushioning | | Functionality | Ease of use | Segmentation, Universality | | Capacity | Size | Nesting, Another dimension |
Full principles list: See resources/template.md for all 40.
When to Combine MA + TRIZ
- Build morphological box → Find promising configurations
- Identify contradictions in top configurations
- Apply TRIZ to resolve contradictions
- Re-evaluate configurations with contradictions resolved
Guardrails
Morphological Analysis:
- Limit parameters: 3-7 parameters (too few = incomplete, too many = explosion)
- Ensure independence: Changing one parameter shouldn't force changes in another
- Manageable options: 2-5 per parameter (practical range)
- Don't enumerate all: Focus on promising clusters
TRIZ:
- Verify real contradiction: Improving A truly worsens B (not just budget limit)
- Adapt principles: Use as metaphors, not literal prescriptions
- Check new contradictions: Solution may introduce new trade-offs
- Combine principles: Often need 2-3 together
General:
- Document rationale for parameters/options selected
- Iterate if first pass reveals missing dimensions
- Prototype top concepts - don't just analyze
Quick Reference
Resources:
resources/template.md- Morphological structure, TRIZ contradiction matrix, 40 principlesresources/methodology.md- Advanced TRIZ (trends of evolution, substance-field, ARIZ algorithm)resources/evaluators/rubric_morphological_analysis_triz.json- Quality criteria
Output: morphological-analysis-triz.md with problem definition, morphological matrix (if used), contradictions, TRIZ principles applied, solution concepts, evaluation, selected solutions
Success Criteria:
- Parameters independent and essential (3-7 with 2-5 options each)
- Contradictions clearly stated (improving/worsening parameters)
- Multiple principles applied per contradiction
- Solutions are novel, feasible, address objectives
- Top 3-5 selected with rationale
- Score ≥ 3.5 on rubric
Quick Decisions:
- Simple configuration? → Morphological only
- Clear contradiction? → TRIZ only
- Complex with trade-offs? → Both methods
- Unsure? → Start TRIZ to identify contradictions, then build morphological box
Common Mistakes:
- Too many parameters (>7 = explosion)
- Dependent parameters (choosing A forces B)
- Vague contradiction ("better vs cheaper" - be specific)
- Literal TRIZ (principles are metaphors)
- No evaluation (generate but don't filter)
Examples:
Morphological (Portable Speaker):
Power: Battery | Solar | Hybrid
Size: Pocket | Handheld | Tabletop
Audio: Mono | Stereo | Surround
Material: Plastic | Metal | Fabric
Control: Button | Touch | Voice | App
Result: 3×3×3×4×4 = 432 configs → Evaluate top 10
TRIZ (Electric Vehicle Range):
Contradiction: Increase range → worsens cost (battery expensive)
Principles: #6 (Universality - battery is structure), #35 (Parameter change - new chemistry)
Solution: Structural battery pack + high energy density cells
Combined:
Build morphological box for EV architecture → Top config has range/cost contradiction → Apply TRIZ Universality principle → Structural battery resolves both range and cost
For detailed principle explanations, contradiction matrix, advanced techniques (substance-field analysis, ARIZ, trends of evolution), and software/service adaptation, see resources/template.md and resources/methodology.md.