Morphological analysis

Main idea and its purpose

Morphological Analysis was developed by Fritz Zwicky as a method to structure and explore the overall set of relationships involved in multidimensional, non-quantifiable problem sets. Zwicky applied this method to areas as diverse as the classification of astrophysical objects, the development of jet and rocket propulsion systems, and the legal aspects of space travel and colonization.
Morphological analysis, or general morphological analysis, is a method for studying possible solutions to a multidimensional, unquantified complex problem.

Application guidance: scope of application, for example, when working with a group of a certain age and composition; in individual work, etc.

Many problems challenge us with too many possible solutions yet to be discovered, few of which may be new and useful. This process, so to speak, drains the swamp by systematically arranging relevant and prospective aspects of the situation and equally systematically combining them to determine new and appropriate combinations.
The aim is to break down the relevant system, product or process into its essential parameters or dimensions and place them in a multidimensional matrix. Then to find new ideas by searching the matrix for creative and useful combinations. Some combinations may already exist, others may not be possible or appropriate. The rest can be new perspective ideas.
If you can describe a problem situation in its aspects or dimensions, morphological analysis will reveal original and often innovative solutions.
Steps of morphological analysis
1. Identify appropriate problem characteristics. Individual problem solver or facilitated group brainstorms to define problem characteristics, also known as parameters.
2. Make all recommendations visible to everyone and group them in different ways until consensus on the groupings is reached.
3. Label the groups, reducing them to a manageable number. Instead of reaching the recommended number, consider the capacity of the group and the time available. Also note that there are computer applications and other tools that can help with this process.
For example, when working with something like the tangible aspects of a consumer product, labels derived from groups might include parameters such as product ingredients, color, texture, temperature, and taste, as well as package size, shape, function, and graphics. For manufacturing issues, parameters may include material, function, process, construction, maintenance, and the like.
4. The next step is to populate the grid or grids with parameter lists arranged along the axes. Combinations can now be identified in the grid. Depending on the number of items in play, a large number of combinations may be available.
5. Eliminate the combinations that are impossible or undesirable to execute, set aside the ones you don't want to eliminate but want to execute, and develop as many of the rest as possible.

The results of applying the method, for example, increasing the ability to go beyond standard solutions, etc.

1. Morphological Analysis is a good structured method and approach that helps to discover new relationships or configurations which might be overlooked by other – less structured – methods.
2. This method is a powerful technique for solving a complex, multi-dimensional real-world problem.
3. It is a systemic and focused method, which allows organizing existing information and generating new creative ideas for designing new products, technologies and services.
4. Morphological analysis can serve as a variant of Human-computer co-creation. This method can be easily realized by computer tools and can be used in computational creativity, computer-supported design decision-making, models of Artificial Intelligence, string-parametric synthesis, parametric architecture and design.

Instructions for combining creativity methods

  • 1. Determine the goal

    Determine why you want to use creative methods in your work and for whom, that is, what is the purpose, goals, meanings, audience, for whom it is happening.

  • 2. Read

    Read the description of the methods and recommendations for their use.

  • 3. Choose

    Choose those that best suit your purpose and tasks. When choosing methods, pay attention to the fact that they can be conditionally divided into several groups:● procedural, those that help answer the question HOW TO DO IT? How to optimize the process? How to do the process differently?● horizontal, those that answer the question WHO? WITH WHO? FOR WHOM? This is about the distribution of responsibility, and about clarifying the interests, association or for whom we are doing it.● vertical, those related to WHY? WHAT IS A PURPOSE? WHAT IS THE MAIN? It is about clarifying the hierarchy in the structure, the essence of the problem and its solution, what it consists of and what one wants to achieve.

  • 4. Make it specific

    Add the missing aspect to the vector. Depending on the task, one of the vectors will be the main one, and the other 2 will be auxiliary.● For example, you need to start the learning process in a different, new way: you choose the most suitable methods for your task and audience, and add methods for vertical and horizontal questions. This will add specificity towards the goal of this process and the distribution of tasks for everyone in the process, will help determine who and what it will be useful for. This creates a habit of thinking in different directions and structuring the process.● For example, the "Blooming Lotus" method allows you to determine the vertical vector, disassemble the problem into components, detail it by seeing the entire system of the problem at the same time, show the connections between different elements and find a solution for each element separately. If we add a horizontal and procedural layer of questions from the SCAMPER method, adding and concentrating on what is still missing, what can be added, what aspect has not yet been revealed, then we will get an even more complete picture and a solution that will cover the maximum fields of the same problem.

  • 5. Сombine methods

    Find and add polar aspects. You can combine methods that are more structural with playful ones based on the principle of combining polarities. This can make the process emotional but also structured at the same time. Yes, you can first choose the method that, in your opinion, is most suitable for your problem and task, then immediately determine the one that you would rather not use, which highlights the opposite sides. Moreover, your determined polarity can be conditional, that is, you yourself can determine what is polar in your case, what is the opposite. ● For example, if in one method there is a lot about the connections between elements, their detailed description, diving into the essence of details, then choosing a method that will consider the system of the problem from above, the whole whole, the system as a separate element in the environment around it, this will add scaling in finding a solution.

  • 6. Application time

     Different methods require different periods of time when applied. When combining methods, it is better to take this into account by adding a simpler and time-limited method to a method that is time-consuming and more difficult to use.

  • 7. Calibrate the original purpose

    During the whole process, calibrate from time to time with the original purpose, goals, meaning for what it all happens and for whom, because in the exciting creative space it can be easy to lose the axis on which the whole process should rest.

  • 8. Experiment

    Having created a combination of methods, it is important to experiment and be ready for changes and adaptation of the newly created to the needs, goals and tasks even more, because during the approbation we can just see the fact that was not taken into account. Here we can go back to points 4 and 5, adding aspects that are missing.● Note: try to feel the process, be present in it as much as possible, and allow imperfection and something spontaneous to arise, because the marker of novelty is your surprise, expansion of space and emergence of unexpected details, solutions, ideas.

Instructions for combining creativity methods

  • 1. Determine the goal

    Determine why you want to use creative methods in your work and for whom, that is, what is the purpose, goals, meanings, audience, for whom it is happening.

  • 2. Read

    Read the description of the methods and recommendations for their use.

  • 5. Сombine methods

    Find and add polar aspects. You can combine methods that are more structural with playful ones based on the principle of combining polarities. This can make the process emotional but also structured at the same time. Yes, you can first choose the method that, in your opinion, is most suitable for your problem and task, then immediately determine the one that you would rather not use, which highlights the opposite sides. Moreover, your determined polarity can be conditional, that is, you yourself can determine what is polar in your case, what is the opposite. ● For example, if in one method there is a lot about the connections between elements, their detailed description, diving into the essence of details, then choosing a method that will consider the system of the problem from above, the whole whole, the system as a separate element in the environment around it, this will add scaling in finding a solution.

  • 6. Application time

    Different methods require different periods of time when applied. When combining methods, it is better to take this into account by adding a simpler and time-limited method to a method that is time-consuming and more difficult to use.

  • 3. Choose

    Choose those that best suit your purpose and tasks. When choosing methods, pay attention to the fact that they can be conditionally divided into several groups:● procedural, those that help answer the question HOW TO DO IT? How to optimize the process? How to do the process differently?● horizontal, those that answer the question WHO? WITH WHO? FOR WHOM? This is about the distribution of responsibility, and about clarifying the interests, association or for whom we are doing it.● vertical, those related to WHY? WHAT IS A PURPOSE? WHAT IS THE MAIN? It is about clarifying the hierarchy in the structure, the essence of the problem and its solution, what it consists of and what one wants to achieve.

  • 4. Make it specific

    Add the missing aspect to the vector. Depending on the task, one of the vectors will be the main one, and the other 2 will be auxiliary.● For example, you need to start the learning process in a different, new way: you choose the most suitable methods for your task and audience, and add methods for vertical and horizontal questions. This will add specificity towards the goal of this process and the distribution of tasks for everyone in the process, will help determine who and what it will be useful for. This creates a habit of thinking in different directions and structuring the process.● For example, the "Blooming Lotus" method allows you to determine the vertical vector, disassemble the problem into components, detail it by seeing the entire system of the problem at the same time, show the connections between different elements and find a solution for each element separately. If we add a horizontal and procedural layer of questions from the SCAMPER method, adding and concentrating on what is still missing, what can be added, what aspect has not yet been revealed, then we will get an even more complete picture and a solution that will cover the maximum fields of the same problem.

  • 7. Calibrate the original purpose

    During the whole process, calibrate from time to time with the original purpose, goals, meaning for what it all happens and for whom, because in the exciting creative space it can be easy to lose the axis on which the whole process should rest.

  • 8. Experiment

    Having created a combination of methods, it is important to experiment and be ready for changes and adaptation of the newly created to the needs, goals and tasks even more, because during the approbation we can just see the fact that was not taken into account. Here we can go back to points 4 and 5, adding aspects that are missing.● Note: try to feel the process, be present in it as much as possible, and allow imperfection and something spontaneous to arise, because the marker of novelty is your surprise, expansion of space and emergence of unexpected details, solutions, ideas.

Other methods of creativity activation

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Сinquain

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Focal object method

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Mine-mapping

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6 hats method

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Brainstorming

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Ishikawa diagram

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Role-playing

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Synectics 

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Morphological analysis

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The method of lateral thinking

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The method of associations

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The method of garlands of associations

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