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XP: 100 per lesson, 300 per exam, 5 per quiz question you get right first time, 2 per flashcard and 10 when your deck for the day is empty. Your streak counts days with activity; one rest day a week does not break it. Everything is saved in this browser. Sources: The Foundations of Chinese Medicine (3rd edition); anything outside it is labelled, and evidence has been checked in PubMed, with a DOI link.

Module 1   Lesson 1   Bian Zheng Lun Zhi

How TCM thinks

Why do two people with the same diagnosis get a different treatment in Chinese medicine?

After this lesson you can explain why TCM treats a pattern rather than a disease label, read Yin and Yang as a relationship with four aspects, follow the four steps from complaint to principle in a case, and tell which tradition a practitioner reasons from.

Maciocia ch. 1 pp. 3 to 11 also: ch. 1 pp. 11 to 18 note on the translation p. xix
Step 1   The picture

One diagnosis, two treatments

Two people arrive with the same diagnosis from their doctor: irritable bowel syndrome, IBS for short. A doctor asks: which disease is this? A TCM practitioner then asks a second question: how is the balance disturbed in this particular person? The answer is called a pattern, and that pattern decides the treatment, not the disease label.

complaint 1 findings 2 pattern 3 principle 4 methods Same diagnosis: IBS abdominal pain, erratic stools patient A pain, diarrhoea with stress sighs, irritable pulse tense (wiry) patient B tired, bloated after meals poor appetite, pale pale tongue, teeth marks Liver invading the Spleen stuck and empty at once Spleen-Qi deficiency too little harmonise the Liver, tonify the Spleen tonify Spleen-Qi points and herbs that move and tonify points and herbs that tonify
Schematic. One disease label, two patterns, two treatments. Read the arrows as a line of reasoning, not as cause and effect. Step 7 works through both patients.

What is a pattern? The coherent picture of all the findings in one person at one moment: the complaints, what makes them worse or better (stress, food, warmth, rest), the tongue and the pulse. A pattern describes what is wrong in the relationship: what is too much or too little, what is stuck, what is too hot or too cold. That is why it points straight to a direction for treatment.

Know by heart

  • Bian Zheng Lun Zhi. findings, pattern, principle, methods; the methods follow from the principle, not from the complaint; mnemonic: first see, then name, then choose, then do.
  • Bian Bing versus Bian Zheng. disease versus pattern; one disease, several patterns; one pattern, several diseases; mnemonic: Bing is the disease label, Zheng the pattern.
  • The Liver is not the liver. a functional network, hence the capital letter; correlative thinking: what goes with what.
  • Four Yin-Yang relationships. opposition, interdependence, mutual consumption, inter-transformation; always relative: Yin compared with what?; mnemonic: two poles that check each other, need each other, use each other up and flip at the extreme.
  • Consumption versus transformation. consumption shifts gradually and both poles remain; transformation is the flip at the extreme.
  • Four anchors. Huangdi Neijing (classical foundation), Shang Han Lun (around AD 200, Cold), Wen Bing school (17th and 18th centuries, Heat), "TCM" (1950s, People's Republic); mnemonic: Han is cold, Wen is warm, TCM is the youngest.
  • Five traditions and a neighbour. TCM following Maciocia, Five Element, Japanese, Master Tung, classical (Shang Han Lun); alongside them dry needling, not a TCM tradition; mnemonic: five Ps and a neighbour: Pattern, Phase, Palpation, Point system, Prescription, and next door Pinpoint needling without theory.

The rest of this lesson is reference.

Step 2   Pattern, not disease label

Bian Bing versus Bian Zheng

Two words carry this lesson. Bing (病) is the disease: IBS, migraine, eczema. Zheng (证) is the pattern. Bian (辨) means to differentiate. So Bian Bing is differentiating the disease, as a doctor does; Bian Zheng is differentiating the pattern, the TCM practitioner's own work. The two do not map one to one, and you can see that in two directions.

One disease, three patterns IBS Liver invading the Spleen Spleen-Qi deficiency Damp- Heat three patterns, three treatments One pattern, three diseases PMS IBS tension headache Liver-Qi stagnation one principle: move Liver-Qi
Schematic. IBS: irritable bowel syndrome; PMS: premenstrual syndrome. The patterns are examples; which pattern a practitioner finds depends on the person.

One disease, several patterns

In IBS a practitioner may meet, among others, three patterns: stress that hits the abdomen (Liver invading the Spleen), a digestion that is too weak (Spleen-Qi deficiency), or heaviness and heat that linger in the bowel (Damp-Heat). Three patterns, so three different treatments.

One pattern, several diseases

Liver-Qi stagnation, Qi that is stuck, can show up as PMS, as IBS or as a tension headache. Three disease labels, one principle: get the Qi flowing again.

You do not need to know these patterns yet; module 1, lesson 6 covers them one by one. Remember the principle: what gets treated is the pattern, not the disease label.

Why does TCM think like this? Chinese medicine developed without a lab and without a microscope. What you could observe was how a person reacts: to warmth and cold, to food, rest and emotions, and what the tongue and pulse show. From those observations grew a language that describes the whole. That language is practical: every pattern says what needs to happen.

And the doctor's diagnosis? It is still needed. A pattern is not a medical diagnosis and does not replace the medical work-up. Step 7 shows which signs in bowel complaints go to a doctor first.

Step 3   Correlative thinking

The Liver is not the liver

Patient A has a pattern with "Liver" in its name, while her complaint sits in the abdomen and her liver function tests are normal. That seems odd until you see how TCM understands an organ. Physiological thinking looks mainly for chains: what leads to what, via which mechanism. TCM orders mainly correlatively, by resonance: what goes with what, what changes together. The difference is one of emphasis, not a dividing line: medicine also recognises conditions by a cluster of findings, and TCM also has causes of disease, the subject of module 3.

Causal: what leads to what stress (giving a speech) stress hormone CRH mast cells react small intestine leaks more Vanuytsel 2014: one mechanism Correlative: what goes with what Wood Liver spring Wind anger sinews eyes sour Five Elements: what changes together
On the left a chain: each step leads to the next, and you can measure it. On the right a cluster without direction: what changes together belongs together. Say "Liver" and you mean the whole cluster. The Five Elements, of which Wood is one, come in lesson 4.

So in TCM the Liver is not a gland that makes bile but a functional network. It stores the Blood, keeps the Qi of the whole body moving smoothly, and goes with the sinews, the eyes, the emotion anger and the season spring. One area of that smooth flow is digestion. When Liver-Qi gets stuck through stress, it presses on the Spleen, the organ of digestion. That is how patient A comes by her pattern, with perfect liver function tests.

QiWhat moves, warms and protects: the activity of the body. Lesson 3 works it out.
BloodWhat nourishes and moistens; broader than the blood in the vessels. Also lesson 3.
SpleenThe central organ of digestion: turns food into Qi and Blood. Lesson 5.

Why the capital letter. This course writes TCM organs and substances with a capital letter (Liver, Spleen, Blood, Heat) to set them apart from the anatomical liver and spleen and from the blood in the vessels. Pinyin is in italics: gan, the Liver.

Where it comes back. When a practitioner sees dry eyes, calf cramps and irritability together, they read not three separate complaints but one cluster: the Liver. Every act of pattern recognition in this course works like that.

Step 4   Yin and Yang

Not two things, but a relationship

Under every pattern lies the same grammar: Yin and Yang. The characters refer to the shady side (陰, yin) and the sunny side (陽, yang) of a hill (textbook knowledge). It is one hill. So Yin and Yang are not two substances but two sides of one whole, and the sun keeps moving.

morning the sun moves afternoon Yang Yin sunny side shady side Yin Yang shady side sunny side
Schematic. The same hill at two moments. Which side is Yin depends on what you compare it with, and it changes over time. In this course Yin is always blue and Yang always red.

From that image TCM orders everything in pairs. The table gives the pairs you meet most often, and how you recognise them in a patient.

YinYangHow you see it in a patient
coldwarmcold hands, pale, seeks warmth; against thirst, a red face, seeks coolness
rest, nightactivity, daytired, slow, wants to lie down; against restless, hurried, hard to sit still
below, insideabove, outsidethe feet against the head; the internal organs against skin and muscles
form, structurefunction, movementBlood and body fluids against Qi; an organ against what it does

Always relative. Something is Yin only in relation to something else, and within every Yang there is Yin again (ch. 1 p. 4). Day is Yang compared with night, and within the day the morning is Yang within Yang and the afternoon Yin within Yang (textbook knowledge, after the Neijing). The chest is Yang compared with the abdomen, because it is higher, but Yin compared with the back, because it is at the front. So when you hear "this is Yang", always ask: compared with what?

This is where a practitioner's work begins: every finding gets a place on these axes. Is it hot or cold, restless or slow, full or empty? Lesson 2 turns that into four fixed questions, the Eight Principles, with which you can order any picture.

Ch. 1 Yin-Yang pp. 3 to 11: the historical development and the nature of the concept from p. 4, the four aspects of the relationship on p. 7, the application to medicine from p. 9. Additional reading: pp. 11 to 18, the four principles applied to medicine. The capital letter and the translation of terms: note on the translation, p. xix. Self-test for ch. 1 in the book; answers in appendix 6, p. 1255.

Step 5   Four relationships

How Yin and Yang relate to each other

The book describes four aspects of the relationship (ch. 1 p. 7). Together they explain how health stays in balance and how it goes off the rails. Other texts describe mutual consumption as the waxing and waning of Yin and Yang.

1 Opposition Yin cools Yang warms they keep each other in check 2 Interdependence form function neither exists without the other 3 Mutual consumption Yang increases Yin decreases gradual; both remain 4 Inter-transformation the extreme Yang Yin at the extreme it flips
Schematic. Four aspects of one relationship, after ch. 1 p. 7. The table below gives an everyday and a clinical example of each.
RelationshipWhat it meansFrom everyday lifeIn the clinic
1 OppositionTwo poles of one whole keep each other in check.Day and night; warm and cold.Cold is treated by warming, Heat by cooling: the opposite pole restores the balance.
2 InterdependenceOne cannot exist without the other.No activity without rest: if you do not sleep, you cannot perform during the day.Qi has Blood as its basis, and Blood needs Qi to flow (lesson 3).
3 Mutual consumptionWhen one increases, the other decreases; gradually, and both remain.A stove that dries out the air in the house.Prolonged Heat consumes the Yin: after a long fever dry, thin, with warm hands and feet at night.
4 Inter-transformationAt the extreme, one turns into the other.Summer at its hottest tips over towards autumn.Textbook knowledge: a high fever that suddenly turns into collapse, pale and sweaty, with cold limbs.

Consumption or transformation? Consumption shifts gradually and both poles remain; transformation is the flip, and only at the extreme. A common mistake is to confuse the two; step 10 practises it.

Where lesson 2 begins. Mutual consumption works both ways. If one side grows, the other shrinks; but if one side shrinks, the other seems to grow. That gives four imbalances: too much Yang, too much Yin, too little Yin, too little Yang. A warm, red patient may therefore have too much Yang or too little Yin, and that difference decides whether you cool or nourish. Lesson 2 works it out.

Step 6   Dynamic balance

Not standing still, but a balance that moves

In TCM health is not a fixed position in the middle. Yin and Yang swing constantly with day and night, effort and rest, the seasons. Healthy means the relationship comes back after every swing.

resilient healthy load springs back stuck ill load stays outside the zone
Schematic. Top: after a load the relationship swings out briefly and springs back. Bottom: it stays stuck on one side. Healthy is not standing still in the middle, but coming back.

Two Western words fall short here. Homeostasis sounds too static, as if the body stood still around a fixed value. "Allostatic load", the accumulated wear and tear of adapting again and again, is too broad. More useful: a push out of balance costs something in the short term, and sometimes brings adaptation in the long term.

That fits Yin-Yang as a dynamic balance. Illness is then not "deviating from an optimum" but no longer bouncing back, or one side chronically using up the other. In physiology a short stimulus that makes the body stronger is called hormesis. In a hypothesis paper, Pruimboom and Muskiet 2018 propose using brief challenges such as cold, heat and fasting on purpose, Intermittent living (doi).

Something to think about: what are you optimising for? TCM does not pick an optimum; it restores the relationship in this person, now.

Step 7   Case

From complaint to principle: IBS twice

The whole method is called Bian Zheng Lun Zhi (辨证论治): differentiating the pattern (bian zheng) and deciding the treatment from it (lun zhi). It is the common thread of this course, in four steps.

  1. Findings. Gathered with the four examinations: looking (including at the tongue), listening and smelling, asking, and feeling (including the pulse). Module 1, lessons 10 to 12 work them out.
  2. Pattern. Order the findings with Yin and Yang: hot or cold, empty or full, interior or exterior. Then ask: which organ, which substance? Lesson 2 gives you the four questions.
  3. Principle. Follows from the pattern, often as its opposite: tonify what is empty, clear or move what is full or stuck, cool what is hot, warm what is cold.
  4. Methods. Points, herbs and advice that serve that principle. They follow from the principle, never straight from the complaint.

Patient A. Woman of 34, IBS for two years. Abdominal cramps and loose stools with stress at work, alternating with hard stools; the pain eases after a bowel movement. The bloated feeling goes up and down with her mood. Irritable, sighs often, a little tired. Tongue normal, sides slightly red. Pulse on the left taut like a string (wiry), on the right weak.

Patient B. Man of 41, also IBS. Loose stools almost all the time, worse when he is tired. Bloated and sleepy after meals, poor appetite, pale. Pale tongue with teeth marks along the edge. Pulse weak, without strength when you press (empty).

Red flags first. A doctor diagnoses IBS from the pattern of symptoms, once warning signs and conditions that resemble it have been checked. Warning signs are blood in the stools, weight loss without dieting, diarrhoea that wakes you at night, fever, anaemia, bowel cancer or chronic inflammatory bowel disease in the family, and complaints that start after the age of fifty. Then see a GP or primary care doctor first.

StepPatient APatient B
What stands outstress makes it worse; alternating stools; sighing; wirytiredness and food make it worse; pale; teeth marks; weak pulse
Empty or fullboth: something is stuck in the Liver (Excess) and something falls short in the Spleen (Deficiency)empty: there is too little Spleen-Qi
Hot or coldno clear Heat or Coldno Heat; no clear Cold yet
OrganLiver and SpleenSpleen
PatternLiver invading the SpleenSpleen-Qi deficiency
Principleharmonise the Liver, tonify the Spleentonify Spleen-Qi
Methods, exampleLR-3 moves Liver-Qi, ST-36 tonifies the Spleen; formula Tong Xie Yao Fang, Important Formula for Painful DiarrhoeaST-36 tonifies Spleen and Stomach; formula Si Jun Zi Tang, Four Gentlemen Decoction

Why the pattern matters. Give B a treatment that mainly moves and clears, and you are moving something that is already too little; in TCM logic he will tend to get more tired. Give A only tonification, and the stress keeps pressing on the abdomen. One disease label, opposite emphases.

And if there is Heat? Foul-smelling, burning stools, a red tongue with a sticky yellow coating and a slippery, rapid pulse (slippery-rapid) point to the third IBS pattern from step 2, Damp-Heat. Then the principle becomes: clear Heat, drain Dampness. Module 1, lesson 6 works out all three patterns; lessons 15 to 17 the points and formulas.

Step 8   Four anchors

What a practitioner means by "classical"

TCM is not a single block but two millennia of texts and schools. Four anchors in time help you place what a teacher or a book draws on.

Huangdi Neijing Han era (textbook) classical basis Su Wen, Ling Shu Shang Han Lun around AD 200 Cold diseases Six Stages Wen Bing school 17th and 18th c. Heat diseases Four Levels "TCM" 1950s standardisation People's Republic not to scale
The four anchors in time; Cold in blue, Heat in red. The dating of the Neijing is textbook knowledge.
AnchorWhat it isWhy you meet it
Huangdi NeijingThe Yellow Emperor's Inner Classic, in two parts: Su Wen (simple questions) and Ling Shu (spiritual pivot). Textbook knowledge: compiled in the Han era.The basis of Yin-Yang, the organs and the channels. A citation such as "Su Wen 8" in this course comes from it.
Shang Han LunTreatise on Cold Damage, around AD 200; textbook knowledge: by Zhang Zhongjing.The Six Stages: how Cold penetrates step by step more deeply. Source of many classical formulas.
Wen Bing schoolThe school of warm diseases, 17th and 18th centuries; textbook knowledge: among others Ye Tianshi.The Four Levels: how Heat penetrates, from the outermost defence into the Blood.
"TCM"Standardisation in the People's Republic of China, 1950s: one coherent textbook system.The system of patterns and principles that most textbooks follow, including the book this course follows. Someone who works "classically" often means something else (Scheid, Chinese Medicine in Contemporary China).

The Six Stages and Four Levels come back in module 1, lesson 14: two models for following how an illness moves from the outside inwards.

Three currents in Chinese thought

Medicine grew up in a culture with three great currents of thought. You will meet their words in the classical texts.

ConfucianismOrder and right conduct (li); everyone in their role, the whole in harmony.
DaoismThe dao as the way of all things; wu wei, not forcing (Laozi, Zhuangzi).
BuddhismFrom India, strong from the 3rd century; became Chinese as Chan, in Japan Zen.
Step 9   Traditions

Which tradition were you trained in?

Today, too, there are several traditions. Two practitioners can say different things about the same patient without either being wrong: they are reading a different map. That is why the first question to ask a practitioner or teacher is: which tradition were you trained in? This course follows the first tradition below, the system of the book. The sixth card is not a tradition within Chinese medicine, but a modern needling technique you often meet alongside it.

TCM, Maciociapattern via the Eight Principles and the Zang-Fu; the book this course follows
Five Elementthe element as the core of diagnosis and treatment
Japanesepalpation: pulse and abdomen (hara)
Master Tungits own point system from a family tradition
ClassicalShang Han Lun, formulas and the Six Stages
Dry needlingrelated, not a TCM tradition: neuroanatomical and segmental
Step 10   Practice

Spot it

Flashcards

Step 11   Pitfalls

Where it goes wrong

  • Correlative is not illogical. TCM has a tight internal logic; it answers a different question.
  • A pattern is not a diagnosis. It does not replace the medical work-up; red flags come first (step 7).
  • Do not swap empty and full. The principle follows from the pattern: if you only move and clear an empty Spleen, you weaken it further (patient B).
  • Yin and Yang are not substances. Equate Yin with "fluid" or Yang with "energy" and you lose the relativity.
  • "Classical" is not "TCM". Standard TCM is a modern synthesis.
  • A translation is not an equation. Qi is not ATP, Blood is not haemoglobin, Jing (Essence, lesson 3) is not DNA.
Step 12   Bridge to physiology

The translation, as a hypothesis

Yin-Yang: interdependence and consumption grade C

Dynamic balance with hormesis; pathology is no longer bouncing back. Testable via recovery after load (the dip in heart rate variability and the return afterwards) and adaptation in training data.

Correlative versus causal no translation

A TCM cluster and a physiological mechanism can describe the same observation. Stress that hits the bowel is called Liver invading the Spleen in TCM (patient A). In an experiment in healthy volunteers, giving a public speech and administered CRH increased the permeability of the small intestine, probably via mast cells (Vanuytsel 2014). Two languages side by side, not an equation; the link with the Zang-Fu comes in lesson 5.

Proposals, not equations. Only the abstracts of both studies have been read.

Step 13   Discussion

Discussion questions

Discuss them with your study group, your teacher or an experienced acupuncturist.

  1. "Which tradition were you trained in, and how does it colour the questions you ask first?"
  2. "Do you treat the disease or the pattern, and when do you revise the pattern during a course of treatment?"
  3. "Two patients have the same diagnosis: when do they still get the same points?"
Done

Finish the lesson

Work through the practice questions until you get them all right first time, then mark the lesson as done below; your flashcards then go into your review deck. If you have the book, read the required pages shown in the book box at the top.

Module 1   Lesson 2   Ba Gang

Yin-Yang pathology and the Eight Principles

Why can the same warmth come from Yin deficiency or from Full-Heat?

After this lesson you can draw the four imbalances of Yin and Yang, tell Empty-Heat from Full-Heat on the tongue and pulse, explain Deficiency and Excess as a balance of power between the body's own resistance and the pathogenic factor, and order any presentation with four questions.

Maciocia ch. 28 pp. 419 to 423 ch. 30 Heat-Cold pp. 455 to 460 also: ch. 30 Excess-Deficiency pp. 461 to 465 ch. 27 pp. 403 to 418
Step 1   The picture

Four imbalances, one dotted line

The book draws Yin and Yang as two bars side by side, and this course does the same. The dotted line is the norm: as much Yin and as much Yang as this body needs. When a bar rises above it, something has been added that does not belong there: Excess. When a bar drops below it, something is lacking: Deficiency.

Yin Yang

Balance. Both bars touch the line. Yin cools, moistens and holds; Yang warms, moves and transforms. As long as they keep each other in check, the person is neither too hot nor too cold.

Yin Yang Excess of Yang Full-Heat 实热 clear Heat
Yin Yang Deficiency of Yin Empty-Heat 虚热 nourish Yin, clear Empty-Heat
Yin Yang Excess of Yin Full-Cold 实寒 expel Cold
Yin Yang Deficiency of Yang Empty-Cold 虚寒 tonify and warm Yang
  1. Which bar is off, and in which direction? Above the line is Excess, below the line is Deficiency.
  2. Which bar is now the higher one? If Yang is higher than Yin, the picture is warm (Heat); if Yin is higher, it is cold (Cold).
  3. What do you do about it? What rises above the line, you take away; what drops below it, you top up. The treatment principle follows straight from the picture.

The two red pictures. In both, Yang is higher than Yin, so the body feels warm. Yet the opposite is going on. In Full-Heat, Yang rises above the line: Heat has been added, and it has to go. In Empty-Heat, Yang is simply on the line, but the Yin has dropped; Yang wins only because its counterweight is missing. Yin and Yang keeping each other in check, and being able to use each other up, is called mutual consumption: when one runs low, the other gains the upper hand by itself.

Know by heart

  • Four imbalances. Excess of Yang: Full-Heat, clear Heat. Excess of Yin: Full-Cold, expel Cold. Deficiency of Yin: Empty-Heat, nourish Yin and clear Empty-Heat. Deficiency of Yang: Empty-Cold, tonify and warm Yang; mnemonic: above the line, take away; below the line, top up; too little Yin feels warm, too little Yang feels cold.
  • Deficiency and Excess. a balance of power between zheng qi (your own resistance and capacity to recover) and xie qi (what makes you ill); Excess: xie qi present and the zheng qi fights back; Deficiency: the zheng qi falls short, with no xie qi; mixed picture: both; mnemonic: a city with its own army; an invader inside is Excess, an army too weak is Deficiency.
  • Full- versus Empty-Heat. tongue red with coating versus red without; pulse full and rapid versus thin and rapid; clear Heat versus nourish Yin; mnemonic: coating on, invader in; coating gone, Yin gone.
  • Picture of Empty-Heat. chronic; warm in the Yin hours (late afternoon and night); only the cheeks red; night sweating; hot palms and soles; dry mouth at night; mnemonic: the edges glow after sunset.
  • Eight Principles, four questions. where: Exterior or Interior; what kind: Cold or Heat; who wins: Deficiency or Excess; which pole: Yin or Yang; Interior, Cold and Deficiency are the Yin side, Exterior, Heat and Excess the Yang side; mnemonic: four Ws: Where, What kind, Who wins, Which pole.
  • Tongue and pulse per question. Exterior: floating pulse, tongue still normal; Interior: deep pulse, tongue colour changes; Heat: red tongue, rapid pulse; Cold: pale tongue or white coating, slow pulse; Excess: thick coating, forceful pulse; Deficiency: thin or no coating, weak pulse.
  • Three combinations. Interior-Deficiency-Heat (Kidney-Yin deficiency), Interior-Excess-Heat (Liver-Fire), Exterior-Excess-Cold (Wind-Cold).

The rest of this lesson is reference.

Step 2   Deficiency and Excess

Who wins: a balance of power, not an amount

Deficiency and Excess are the concepts beginners get stuck on most often. They sound like a measure of how ill someone is: lots of complaints is Full, few complaints is Empty. That is not how they work. They describe a balance of power between two parties: what protects you, and what makes you ill.

Zheng qi, Upright QiThe body's own capacity to resist and recover. Not a separate kind of Qi, but the collective name for everything of your own that keeps you healthy: the Defensive Qi at the surface (Wei Qi), and the Qi, Blood, Yin and Yang of the organs. You see it in recovery: someone who shakes off a cold in two days has a strong zheng qi.
Xie qi, the pathogenic factorLiterally "crooked Qi": anything that disturbs normal functioning. From outside: the climatic factors Wind, Cold, Heat, Dampness, Dryness and Summer-Heat. Arising inside: Dampness, Phlegm, Blood stasis, internal Wind and Fire; these grow out of a pattern and then become causes themselves.

A xie qi is not necessarily a microbe; you recognise it by the picture, not by a culture. Wind-Heat overlaps with a viral infection, but the name describes how the body reacts, not which virus it is (ch. 21 p. 269).

Excess means: a xie qi is present, and the zheng qi is still strong enough to fight back. You can see that battle: a sudden onset, intense complaints, fever or sharp pain, a forceful pulse. Deficiency means: there is no xie qi of any importance, but the zheng qi itself falls short. Nobody is fighting; something is missing. It creeps in, the complaints nag, the pulse is weak.

zheng qi, your own strength   xie qi, the invader   dashes: what would normally be there

No xie qi Xie qi present Zheng qi strong
Healthy no one inside, the army at full strength
Excess a fierce battle: acute, fever or sharp pain, forceful pulse. Wind-Heat in a fit twenty-something.
Zheng qi weak
Deficiency no one inside, but the army is too weak: tired, pale, weak pulse, chronic.
Mixed picture an invader and a weak army: little fever, the complaint drags on. A cold that hangs around for weeks in someone who is exhausted.
How you recognise itExcessDeficiency
Onsetoften suddencreeping
Complaintsintense, full, throbbing, restlessnagging, tired, weak, short of breath on exertion
Pressurepain worse with pressurepain better with pressure
Pulseforceful, fullweak, empty or thin
Tonguethick coatingthin or no coating

And in the bar diagram? Yin-Yang says what nature something has; zheng and xie say whose it is. Your own Yin and Yang are zheng qi: when a bar drops below the line, zheng qi falls short. Whatever rises above the line is xie qi that has been added, with the nature of that bar: Heat or Wind with Yang, Cold or Dampness with Yin.

Where it comes back. The treatment principle follows from who is winning. In Excess the practitioner expels the xie qi; in Deficiency they tonify the zheng qi; in a mixed picture they weigh up what comes first, or do both. A well-known image from the textbooks: tonify while the invader is still inside, and you shut the door with the thief in the house.

Ch. 27 p. 403 (nature of the pathogenic factor), pp. 411 and 412 (Excess and Deficiency conditions) and p. 415 (interaction with Zheng Qi); also ch. 30 Excess-Deficiency pp. 461 to 465. Weighing up tonifying against expelling is in ch. 69 from p. 1178.

Step 3   Two kinds of Heat

Empty-Heat is not mild Full-Heat

Empty-Heat often feels milder than Full-Heat, so beginners take it for a weak version of it. The difference is not in the amount, but in the cause. A picture from the kitchen makes it visible: think of Yang as the fire under a pan, and Yin as the water in it.

Yin, the water Yang, the fire Full-Heat the fire is too high principle: clear Heat
normal level the pan gets hot Yin Yang, the fire Empty-Heat the water has run low principle: nourish Yin, clear Empty-Heat

A picture to remember, not a classical text: Yang as the fire, Yin as the water. Schematic.

In Full-Heat the fire is too high: the water boils and everything is hot. In Empty-Heat the fire burns normally, but most of the water has boiled away; the pan becomes hot and dry because the water is missing. Turning down the fire under the second pan solves nothing: the water has to be topped up. In a patient you see findings; the highlighted rows carry the most weight.

FindingFull-HeatEmpty-Heat
Onsetacute, intense, shortgradual, chronic, months
Whenall daylate afternoon and night, the Yin hours
Facethe whole face redonly the cheeks red
Thirstgreat thirst, cold drinksdry mouth at night, small sips
Sweating and warmthsweating, feels hot to the touchnight sweating, hot palms and soles
Tonguered with coating, often yellowred without coating, sometimes with cracks
Pulserapid and fullrapid and thin, or floating-emptythin-rapid, floating-empty
Principleclear Heatnourish Yin, clear Empty-Heat

Why?

Timing

In the late afternoon and at night the Yin takes over and the body is meant to cool down. If the Yin is too weak, that is exactly when it fails. Full-Heat is there all day, because the source keeps burning.

Location

Empty-Heat glows at the edges: cheeks, palms, soles, chest. Full-Heat fills the whole body.

Thirst

A big fire gives a big thirst for cold drinks. Empty-Heat is dryness without a big fire: a dry mouth at night, small sips.

Sweating

Full-Heat drives sweat out during the day. In Yin deficiency it happens at night: during sleep the Defensive Qi withdraws inwards, the surface stands open and the Empty-Heat pushes fluid out (textbook knowledge).

Tongue

A healthy tongue has a thin white coating, a by-product of digestion by the Stomach (textbook knowledge). A xie qi makes it thicker, Heat turns it yellow. In Yin deficiency the base it grows from runs out: the coating disappears and the tongue turns red and dry.

Pulse

Rapid means Heat in both cases. Full and forceful means zheng qi and xie qi are fighting; thin means the filling is missing.

What goes wrong if you confuse them. Treat Empty-Heat as Full-Heat, with strongly cooling and draining methods, and you turn down the fire while the water has run out; bitter-cold herbs also dry, so the Yin runs even lower (textbook knowledge). The other way round, nourishing alone does not resolve Full-Heat: as long as the fire is too high, the pan keeps boiling.

Ch. 28 pp. 419 to 423: the four imbalances, with Excess and Deficiency of Yang on p. 421, Excess and Deficiency of Yin on p. 422 and the treatment principles on p. 423. Ch. 30 Heat-Cold pp. 455 to 460: the full picture of Heat and Cold.

Step 4   Cold and borderline cases

Full-Cold and Empty-Cold, and two borderline cases

On the cold side the same logic applies. In Full-Cold, Cold has been added, from outside (cold weather, ice-cold food and drink) or from inside; Cold contracts and obstructs, and that gives sharp, cramping pain. In Empty-Cold the Yang is too weak to warm: the person feels the cold and is tired, and everything becomes slow and watery.

ice: Cold added Yang, the fire Full-Cold there is ice in the pan principle: expel Cold
Yin, the water Yang, too weak Empty-Cold the fire is too low principle: tonify and warm Yang

The same kitchen picture for the cold side; the dotted flames under Empty-Cold show the fire as it should burn. Schematic.

FindingFull-ColdEmpty-Cold
Onsetacute, often after cold weather or cold foodgradual, chronic
Painsharp, cramping, worse with pressure, better with warmthnagging, better with pressure and with warmth
Alsocold hands and feet, shiveringfeels the cold, tired, pale, watery stools, copious clear urine
Tonguethick white coatingpale, wet, swollen
Pulsedeep, tight and slowdeep, weak and slow
Principleexpel Cold, warmtonify and warm Yang, often with moxa (heat from smouldering mugwort)

Textbook knowledge; check it in ch. 30 Heat-Cold, pp. 455 to 460.

True Heat, false Cold

At the extreme, a pole can turn over and present as its opposite. With a high fever, the hands and feet can be ice-cold: the Heat sits so deep that the warmth no longer reaches the limbs. The core gives it away: thirst for cold drinks, a red dry tongue, dark urine, a hot trunk. Treat the core, not the cold hands.

Textbook knowledge; ch. 30 p. 460.

Yin deficiency without Empty-Heat

The Yin runs low first, the Heat comes later. Early on you see dryness of skin, eyes and mouth, tiredness and a tongue with little coating that is not yet red. Only when the shortfall grows does Yang start to predominate and Empty-Heat appear. "Yin deficiency" without Heat in a report is therefore not a mistake.

Textbook knowledge.

Red flag with false Cold. A high fever with cold, mottled hands and feet, drowsiness or fast breathing can be sepsis in Western terms: call emergency services straight away (112 in Europe, 999 in the UK, 911 in North America). The borderline case above is material for reasoning, not a reason to wait.

Step 5   The compass

The Eight Principles are four questions

The Eight Principles (Ba Gang) are not eight diseases, but four questions with two answers each. A practitioner asks them for every presentation, before naming an organ or a pattern. The book calls them Exterior-Interior, Heat-Cold, Excess-Deficiency and Yin-Yang. Tongue and pulse give a first clue for each question.

Yin side the question Yang side Interior tongue: colour changes pulse: deep 1 Where? Exterior or Interior biao / li Exterior tongue: nearly normal pulse: floating Cold tongue: pale, white coating pulse: slow 2 What kind? Cold or Heat han / re Heat tongue: red, yellow coating pulse: rapid Deficiency tongue: thin or no coating pulse: weak 3 Who wins? Deficiency or Excess xu / shi Excess tongue: thick coating pulse: forceful 4 Which pole? add up: mostly left is a Yin picture, mostly right a Yang picture yin / yang
Textbook knowledge: first clues, not proof on their own; the whole picture decides. The fourth question sums up the other three (ch. 30 Yin-Yang, p. 465). Schematic.

Exterior or Interior? biao / li

Where is it? Exterior: a xie qi from outside is still in the outermost layer (skin, muscles, channels) and the Defensive Qi fights at the surface. You recognise it by an acute onset, aversion to cold or shivering, fever and a floating pulse. Interior: the organs themselves are affected, as in almost every chronic presentation.

Cold or Heat? han / re

What kind? Heat: warm, thirsty, red, yellow, rapid. Cold: feels the cold, pale, clear and watery, slow. Always combine it with the next question: only then do you know whether the Heat is Full or Empty (step 3).

Deficiency or Excess? xu / shi

Who wins? Excess: a xie qi is present and the zheng qi fights back. Deficiency: the zheng qi falls short. You recognise it by the onset, the force of the complaints, the response to pressure and the strength of the pulse (step 2).

Yin or Yang? yin / yang

Which pole predominates? The summary of the other three: Interior, Cold and Deficiency are the Yin side, Exterior, Heat and Excess the Yang side. Yin and Yang also name what is lacking: Yin deficiency and Yang deficiency from step 1.

How to combine. Every presentation gets three answers: Interior-Deficiency-Heat, or Exterior-Excess-Cold. Only then do you look for the organ. Interior-Deficiency-Heat with tinnitus and a weak, aching lower back points to the Kidneys; the same combination with palpitations and poor sleep points to the Heart. Lessons 6 and 7 work out those organ patterns, nineteen in all; for this lesson you only need the compass.

Step 6   Case

From finding to principle: warm, but Empty

Case. Woman, 51. For a year, hot flushes and night sweating in the evening and at night; her soles have to come out from under the duvet. Dry mouth at night, sleeps restlessly, tired but driven. Red cheeks at the end of the afternoon. No fever, stable weight. Tongue red and dry, little coating, a few small cracks; pulse thin and rapid.

First. In a woman of 51 with hot flushes and night sweating, the menopause is the most obvious explanation. That is the conventional explanation, and the TCM reading below does not contradict it: it describes how the menopause is unfolding for her. Night sweating with fever or unintended weight loss can be an infection or a lymphatic disease; hot flushes with palpitations, tremor and weight loss can come from the thyroid. Then see a GP or primary care doctor first. Here: no fever, stable weight.

  1. Where? Interior: no acute onset, no shivering or aversion to cold, a pulse that is not floating.
  2. What kind? Heat: hot flushes, red cheeks, red tongue, rapid pulse.
  3. Who wins? Deficiency: a year already, no coating, a thin pulse. Nothing is fighting; something is missing.
  4. Which pole? Yin deficiency: Yang is on the line, Yin has dropped, the Heat is relative. Timing (evening and night) and location (cheeks, soles) confirm it.
  5. Pattern and principle. Interior-Deficiency-Heat. Once the organs come in, Kidney-Yin deficiency fits, one of the nineteen core patterns of lesson 7. Principle: nourish Yin and clear Empty-Heat; not just cooling.
  6. Differential. Full-Heat more often shows a yellow coating, a forceful pulse, thirst for cold drinks and heat all day. None of these signs decides on its own; the picture as a whole counts. Liver-Fire adds a headache at the temples, a bitter taste and anger.
Step 7   Combining

Try the combinations

Choose an answer for each question; you see which picture follows, with an example pattern, tongue, pulse and principle.

Step 8   Practice

Empty or Full, and which label?

Flashcards

Step 9   Pitfalls

Where it goes wrong

  • Empty-Heat is not mild Full-Heat. Cool and drain it as if it were Full-Heat, and you consume even more Yin.
  • Excess is about the pathogen, not about intensity or duration. Blood stasis can nag for years and is still Excess; sudden exhaustion after heavy blood loss is Deficiency, however acute.
  • Exterior is a layer, not an origin. Cold from an ice-cold drink that invades the Stomach comes from outside but is an Interior picture: the battle is no longer at the surface.
  • Mixed pictures are normal. Prolonged Full-Heat consumes Yin: after a week of high fever someone is dry, with a red tongue on which the coating peels. And a weak zheng qi lets an invader in. The acupuncturist then treats both.
  • Red flags come before the pattern. Weight loss, night sweating and fever together are also B symptoms, the classic warning signs of lymphoma; episodes of heat with sweating and palpitations call first for TSH, fT4 and, if needed, metanephrines.
Step 10   Bridge to physiology

The translation, as a hypothesis

Empty- versus Full-Heat grade C

Empty-Heat as hyperarousal in exhaustion: sympathetic dominance without reserve. Full-Heat as an acute inflammatory or hypermetabolic state.

Yin deficiency and autonomic function B for the association, C for the distinction

Yin deficiency is associated with a higher heart rate and lower HRV (Lin 2009, Lin 2010) and with less night-time blood pressure dipping (Zhou Ying 2024); all three cross-sectional. HRV is also low in Spleen-Qi deficiency (Olivera-Toro 2019) and in fever, so it does not separate Empty from Full. A testable proposal, not a diagnostic test: low HRV with normal hs-CRP and a night-time heart rate that does not drop (Empty-Heat) versus low HRV with high hs-CRP and fever (Full-Heat). Whether this combination really separates the two has never been studied.

Xie qi versus zheng qi grade C

Xie qi as any source of danger signals, from outside (PAMPs) or from inside (DAMPs); zheng qi as the capacity to respond and bounce back.

Step 11   Discussion

Discussion questions

Discuss them with your study group, your teacher or an experienced acupuncturist.

  1. "When do you call warmth Empty-Heat and when Full-Heat, and which finding is decisive?"
  2. "You call a picture Excess: which pathogen do you see, and how strong is the zheng qi still?"
  3. "What do you rule out before you call a picture Yin deficiency?"

Mary TCMTutor 3.5, Imbalance of Yin-Yang (78 min)

Duchnowski, Eight Principle Diagnosis (33 min; Heat vs Cold from 5:59, Excess vs Deficiency from 12:18)

Done

Finish the lesson

Work through the practice questions until you get them all right first time, then mark the lesson as done below; your flashcards then go into your review deck. If you have the book, read the required pages shown in the book box at the top.

Module 1   Lesson 3   the vital substances

The vital substances and their pathology

What does an acupuncturist mean by "your Qi is stagnating" or "your Blood is deficient"?

After this lesson you can name the five substances from rarefied to dense, explain how Qi is formed and what it does, recognise the four ways in which Qi falls ill, and see how Qi and Blood sustain each other. These are the building blocks of every pattern in this course.

Maciocia ch. 3 from p. 45 also: ch. 4 pp. 75 to 92 ch. 29 p. 425
Step 1   The picture

Five substances, from rarefied to dense

TCM does not describe the body as a machine made of parts, but as flows and reserves that feed each other. These are the vital substances: Shen, Qi, Blood, Body Fluids and Jing. They are not things you can put in a test tube; the traditional model sees them as five forms of the same thing, from rarefied to dense. It is a framework for ordering them, not a physical measurement of density. The more rarefied, the more function and movement (Yang); the denser, the more form and nourishment (Yin). This is the Yin-Yang logic of lesson 1, applied to the body.

rarefied: function, movement (Yang) 神 Shen, the Mind thinks: awareness, thought, sleep ill: restless, clouded, weak 气 Qi works: transforms, moves, protects ill: deficient, stuck, sinking, rebellious 血 Blood (Xue) nourishes, moistens, anchors the Shen ill: deficiency, stasis, Heat 津液 Body Fluids (Jin-Ye) moisten: skin, joints, eyes ill: Dryness, oedema, Dampness, Phlegm 精 Jing, Essence stores: growth, reproduction, reserve ill: deficiency dense: form, nourishment (Yin)
One substance in five densities. The order is a textbook arrangement, not a strict ranking; after Maciocia ch. 3. Schematic.

A practitioner reads every complaint along these five: is it working (Qi), is it nourishing (Blood), is it moistening (Fluids), is there a reserve (Jing), and is the mind clear (Shen)? "Your Qi is stagnating" then means: the function is there, but it does not flow. "Your Blood is deficient": there is too little substance to nourish.

Know by heart

  • Five substances, from rarefied to dense. Shen, Qi, Blood (Xue), Body Fluids (Jin-Ye), Jing (Essence); mnemonic: Shen thinks, Qi works, Blood nourishes, Fluids moisten, Jing stores.
  • How Qi is formed. The Spleen makes Food Qi from food, the Lungs add air: together they form Zong Qi in the chest. With the spark of Yuan Qi from the Kidneys this becomes Zhen Qi, which splits into Ying Qi (nutritive, in the vessels) and Wei Qi (defensive, outside them); mnemonic: plate and breath, chest, spark, inside and outside.
  • Six functions of Qi. transforming, transporting, holding, raising, protecting, warming; mnemonic: two Ts, two holders, two guards.
  • Four directions, four faults. Qi ascends, descends, enters and exits; Spleen and Liver send it up, Stomach and Lungs send it down. Qi falls ill through deficiency, stagnation, sinking and rebellion; mnemonic: too little, stands still, sinks, goes the wrong way.
  • Blood and Qi. Blood nourishes, moistens and anchors the Shen; it falls ill as deficiency, stasis or Heat. Qi makes, moves and holds the Blood (the commander); Blood nourishes and carries the Qi (the mother).
  • Fluids and Jing. Jin is thin and quick (outside), Ye is thick and slow (inside); they fall ill as Dryness, oedema, Dampness or Phlegm. Jing is Pre-Heaven (constitution) and Post-Heaven (nourishment) and steers growth and reproduction in cycles of seven (women) and eight years (men); it falls ill as deficiency.
  • Shen. Resides in the Heart, rests in the Blood: clear thinking, sound sleep, a sparkle in the eyes; it falls ill as restless, clouded or weak; mnemonic: 神 shén rises (the Mind), 腎 shèn falls (the Kidneys).

The rest of this lesson is reference.

Step 2   The concept

Qi: one substance that condenses and disperses

Qi is hard to translate. "Energy" is too rarefied, "matter" too dense; it is both, depending on how dense it is. The traditional character 氣 shows vapour rising above rice: something released from food that moves. When Qi condenses, form appears: tissue, Blood, fluids. When it disperses, you see function: warmth, movement, thought.

rarefied: Yang dense: Yin condenses Qi disperses function, warmth, movement form, tissue, nourishment
Qi condenses into form and disperses into function. Textbook knowledge, after Maciocia ch. 3 (the concept of Qi, from p. 43); schematic.
Why this viewChinese thought looks at processes, not things (lesson 1). Qi is what happens: transforming, moving, protecting, warming.
From daily lifeWater can be ice, water or steam: one substance in three densities. In the same way the body is condensed Qi, and its warmth and movement are dispersed Qi.
In the clinic"Your Qi is deficient" says something about function: tires easily, soft voice, worse after exertion. It is not a lab value.
Step 3   The sources

How Qi is formed: plate, breath and a spark

Qi has three sources: what you eat, what you breathe in and what you were born with. The Stomach receives the food and lets it "rot and ripen"; the Spleen extracts the Food Qi (Gu Qi) and sends it to the chest, where the Lungs add the air you breathe in. Together they form Zong Qi, the Gathering Qi of the chest. With the spark of Yuan Qi from the Kidneys this becomes Zhen Qi, the True Qi, which flows through the whole body: a nutritive part inside the vessels, a defensive part outside them.

food and drink air Gu Qi, Food Qi the Spleen transforms Kong Qi, air the Lungs breathe in Zong Qi Gathering Qi: breath, voice Yuan Qi the Kidneys the spark Zhen Qi the True Qi Ying Qi nutritive, in vessels Wei Qi defends, outside
From plate and breath to the True Qi. Ying Qi flows in the vessels, Wei Qi outside them (Ling Shu 18). Textbook knowledge, after Maciocia ch. 3 and ch. 4 (pp. 75 to 92); schematic.

Four kinds of Qi

QiWhereWhat it doesIn the clinic
Yuan Qi 元气Original Qibetween the Kidneys; travels via the Triple Burner (San Jiao) to all organsJing in the form of Qi; the spark behind every transformation, including that of Bloodthe root of vitality; exhausted by years of overwork or illness
Zong Qi 宗气Gathering Qiin the chestdrives breathing and voice, supports the heartbeat and the circulation to the limbssoft voice, short of breath when talking, cold hands: Lungs and Heart
Ying Qi 营气Nutritive Qiin the vessels and channels, together with the Bloodnourishes organs and tissues; Yin in natureflows with the Blood; that is why Qi and Blood deficiency often go together
Wei Qi 卫气Defensive Qioutside the vessels, in skin and muscleskeeps pathogens out, warms the skin, opens and closes the pores; Yang in naturefrequent colds, sensitive to draughts, sweats easily during the day (pattern 16)

Textbook knowledge, after Maciocia ch. 3; Yuan Qi as the motive force in ch. 4 p. 75. The numbers refer to the 19 core patterns worked out in lessons 6 and 7; here the name says enough.

The guard withdraws at night. Textbook knowledge, after the Ling Shu: Wei Qi flows on the outside during the day and in the depths at night. That is why someone who sleeps uncovered in a draught catches cold more easily. Wei Qi is the front line of the zheng qi from lesson 2: everything of your own that keeps you healthy.

Two additions from the textbooks: Jin flows with the Wei Qi, Ye with the Ying Qi (step 9); Yuan Qi and Jing are the Yang and the Yin side of the same reserve (step 10).

Step 4   The functions

What Qi does: six functions in three pairs

You know what Qi is by what it does. The textbooks list six functions. Learn them in pairs, because each pair fails in a recognisable way: with the two Ts something builds up, with the two holders something leaks or sinks, with the two guards cold and illness get in.

the two T's: changing and moving Transforming food becomes Qi fails: build-up Transporting to where needed fails: standstill the two holders: keeping in and lifting up Holding Blood, sweat, urine fails: leaking Raising organs in place fails: sinking the two guards: keeping out and keeping warm Protecting Wei Qi at the skin fails: often ill Warming the Yang of Qi fails: feels cold
The six functions of Qi, textbook knowledge after Maciocia ch. 3. Schematic.

Click a function: what it means, an example, and what you see when it fails.

Step 5   The movement

Four directions: the Qi Mechanism

Qi never stands still. It ascends, descends, enters and exits; together this is called the Qi Mechanism (qi ji). Each organ has its own direction, and health means that each organ keeps to it. You can see it at the table: the Stomach sends food down, the Spleen sends the clear upwards. If Stomach-Qi rises, you feel sick; if Spleen-Qi sinks, the stools stay loose.

ascending Spleen, Liver descending Stomach, Lungs entering breath in, food exiting sweat, breath out Qi
The Qi Mechanism: ascending and descending, entering and exiting. Which organs send Qi which way is textbook knowledge; the pathology is in Maciocia ch. 29 (ascending and descending p. 426, entering and exiting p. 432). Schematic.
OrganHealthy directionWhen it goes wrong
Spleenascends: sends the clear upwards, keeps organs in their placesinks: loose stools, prolapse
Stomachdescends: sends food downwardsrises: nausea, belching, hiccups, vomiting
Lungsdescend and disperse: breath and fluids downwards, Wei Qi to the skinrise: cough, wheezing
Liverascends and keeps everything flowing smoothlyrises too far: headache, irritability; gets stuck: distension
Kidneysreceive the Qi that the Lungs send down; their Water rises to the Heartfail to receive: short of breath, especially on inhaling
Heartits Fire descends to the Kidneysstays up: restlessness, poor sleep (pattern 14)

Textbook knowledge. Module 2, lesson 12 returns to this: there the Qi Mechanism is the interplay of all organs at once.

Step 6   What goes wrong

Four ways in which Qi falls ill

Twice too little, twice the wrong way. In deficiency there is too little Qi. Sinking is a further step of deficiency: the Qi has become too weak to lift, and it sinks. In stagnation and rebellion there is in principle enough Qi, but it does not go where it should: it stands still, or it rises where it should descend (or goes sideways, like a Liver pressing on the Stomach). In practice they often overlap; Qi too weak to move, for example, also comes to a standstill.

Deficiency Too little Qi: tired, soft voice, worse after exertion. Spleen-Qi deficiency (pattern 6), Lung- and Wei-Qi deficiency (16).
Stagnation Enough Qi, but it does not move: distension, sighing. Liver-Qi stagnation (pattern 1).
should does Sinking Raising fails: it sinks. Spleen-Qi sinking, a form of Spleen-Qi deficiency.
should does Rebellion The wrong way. Textbook knowledge: Stomach-Qi rises (nausea), Lung-Qi rises (cough).

Red flags first. Unexplained blood loss (including unusually heavy periods or blood in the stools), a prolapse, vomiting blood, unintended weight loss or difficulty swallowing: see a doctor first. The TCM language ("Qi not holding", "Qi not raising") comes after that.

PathologyRecognised byPrinciple
Deficiencytired, soft voice, sweats easily, poor appetite; worse after exertion, better after rest; pulse emptytonify Qi
Stagnationdistension: a bloated feeling that comes and goes and eases with belching, sighing or movement; changes with the mood; pulse wirymove Qi
Sinkingheavy, bearing-down feeling, prolapse, chronic loose stools, plus the signs of deficiencytonify and raise Qi
Rebellionnausea, belching, hiccups, vomiting (Stomach); cough, wheezing (Lungs)make Qi descend

Deficiency and stagnation together. Too little Qi also moves less well, so the two often go together. Then the balance of forces from lesson 2 counts: Deficiency is too little strength of your own, Excess is something that is too much or stuck. How much is lacking, and how much is stuck? Only moving Qi in someone who is mainly deficient tires them out; only tonifying in a marked stagnation puts pressure on a blocked pipe. A good practitioner does both, in proportion.

Textbook knowledge; the Qi patterns are in Maciocia ch. 31 (Qi p. 470).

Step 7   Blood

Blood: made from food, stored and circulated

Blood (Xue, 血) in TCM is broader than the red fluid in the vessels: it is the dense, nourishing side of Qi. It comes from the same Food Qi as Qi itself. The Spleen sends it up, the Lungs push it to the Heart, and there it turns red: Blood. The Kidneys contribute through the Jing, which makes Marrow. Then three organs share the work: the Heart governs Blood and the vessels, the Liver stores it and releases it as needed, the Spleen holds it in the vessels.

making Spleen Food Qi Lungs push it up Heart turns red Kidneys Jing, Marrow Blood storing and moving Heart governs, propels Liver stores Spleen holds in vessels
How Blood is made and who manages it. Textbook knowledge, after Maciocia ch. 3; the border colour of an organ is its Element. Schematic.
NourishingSkin, hair, nails, muscles and sinews get their substance from the Blood. Too little: dull, dry, brittle.
MoisteningEyes, skin and hair stay supple. Too little: dry eyes, dry skin, hair loss.
Anchoring the ShenThe mind rests in the Blood. Too little: difficulty falling asleep, mild anxiety, forgetfulness.
PathologyRecognised byTongue and pulsePrinciple
Blood deficiencypale, dull complexion, pale lips, dizzy on standing up, dry skin, tingling, scanty periods, difficulty falling asleepPale and thin; thin or choppynourish Blood
Blood stasisfixed, stabbing pain that is worse at night; dark lips, clots, lumpsPurple; choppy or wirymove Blood
Blood Heatred, hot skin rashes; bleeding with bright red blood; restlessness, thirstRed; rapidcool Blood

Textbook knowledge; the Blood patterns are in Maciocia ch. 31 (Blood p. 471). Liver-Blood deficiency (pattern 4) and Heart-Blood deficiency (13) are Blood deficiency with the emphasis on one organ: in the Liver eyes, sinews and periods, in the Heart sleep and palpitations.

Step 8   Connection

Qi and Blood sustain each other

Qi and Blood are a Yang-Yin pair: one is movement, the other substance. The textbook saying sums it up: Qi is the commander of Blood, Blood is the mother of Qi. The commander does three things: it makes the Blood (from the Food Qi), moves it (through the vessels) and holds it (in the vessels). The mother does two: she nourishes the Qi and carries it, because Qi without a carrier is scattered.

Qi commander Blood mother makes, moves, holds nourishes and carries
Textbook saying: Qi is the commander of Blood, Blood is the mother of Qi. Schematic.
If this failsThen followsExample
Qi makes too littleBlood deficiencySpleen-Qi deficiency (6) turns into Heart-Blood deficiency (13): the picture from the case in step 11
Qi does not moveBlood stasislong-standing Liver-Qi stagnation (1) becomes Blood stasis (18); Qi too weak to push also lets the Blood come to a halt
Qi does not holdbleedingbruises easily, long periods in Spleen-Qi deficiency
Blood does not nourishQi deficiencyafter childbirth or years of heavy periods also tired and short of breath
Blood does not carrythe Qi is lost with itmajor blood loss with sweating, cold limbs and fading consciousness: in practice, emergency services (112 in Europe, 999 in the UK, 911 in North America)

That is why an acupuncturist rarely treats Qi and Blood separately. In Blood deficiency they also tonify the Qi of the Spleen, because that is where Blood is made; in Blood stasis they also move the Qi, because Qi pulls the Blood along.

Step 9   Fluids

Body Fluids: thin and thick, and the route they take

All healthy fluids in the body are together called Jin-Ye (津液). Jin is thin and clear and moves quickly on the outside; Ye is thick and turbid and moves slowly in the depths. They come from food and drink: the Spleen separates the clear from the turbid, the Lungs spread the clear and send it down, the Kidneys vaporise what is still usable and excrete the rest via the Bladder. The Ling Shu 18 calls these three floors: a mist above, a soaking tank in the middle, a drainage ditch below.

sweat, via the skin Lungs disperse clear upwards descend vaporise Stomach, Spleen clear and turbid Kidneys Yang vaporises food and drink urine, via the Bladder
The route of the fluids. Textbook knowledge, after Maciocia ch. 3 and ch. 4 (the dynamics of Qi transformation, p. 78); the turbid part from Stomach and Spleen goes to the intestines. Schematic.
FluidJin 津Ye 液
Naturethin, clear, quickthick, turbid, slow
Flows withWei Qi, on the outsideYing Qi, in the depths
Moistensskin and muscles; comes out as sweat, tears, salivajoints, spine, brain, marrow; the openings of eyes, ears, nose and mouth

Too little: Dryness

Dry skin, lips and throat, dry cough, hard stools, scanty urine. Follows fever, heavy sweating, vomiting or diarrhoea; if it lasts, it becomes Yin deficiency (lesson 2).

Standing still: oedema, Dampness, Phlegm

Fluid that is not transformed builds up: under the skin as oedema, heavy and sticky as Dampness (patterns 8 and 9), thicker as Phlegm (10). Textbook saying: the Spleen makes the Phlegm, the Lungs store it.

Blood and fluids belong together: fluids thin the Blood, and according to the Ling Shu 18 Blood and sweat have one source. So you do not make someone who has lost a lot of blood sweat, and the other way round. The fluid patterns are in Maciocia ch. 31 (Body Fluids p. 476).

Step 10   Root and light

Jing and Shen: the reserve and the mind

The textbooks call Jing, Qi and Shen together the Three Treasures. The image of a candle shows why: the wax is the Jing, the flame the Qi, the light the Shen. Enough wax gives a steady flame, and a steady flame gives a clear light. When the wax runs low, the flame flickers and the light grows dim.

Jing the wax Qi the flame warmth and work Shen the light clarity, sleep the reserve in the Kidneys
The Three Treasures as an image: enough wax gives a steady flame, a steady flame a clear light. An image from the textbooks, not a classical text; schematic.

Jing: the reserve

Jing (精, Essence) is the densest substance: the basis of growth, reproduction and development, stored in the Kidneys. There are two kinds. Pre-Heaven Jing you receive from your parents at conception; it determines your constitution and can hardly be replenished, like an inheritance in the bank. Post-Heaven Jing you build up from food and breath, via Stomach and Spleen; that is your income. Living on your income spares the inheritance. Spending more than comes in for years, through overwork without recovery, chronic illness or many pregnancies close together, draws on the inheritance. Together they are called Kidney-Essence. Jing also makes Marrow, which fills the brain and the bones.

Su Wen 1, in our own wordsWomen, every 7 yearsMen, every 8 years
Teeth change78
Tian Gui arrives: fertile1416
At their strongest2832
Tian Gui runs out4956

Tian Gui, the "heavenly water", matures from the Jing and brings fertility. Jing deficiency shows in children as slow growth and development, in adults as reduced fertility, early greying, loose teeth, weak knees and back and a poorer memory: Kidney-Essence deficiency.

Shen: the mind

Shen (神) is the most rarefied substance: awareness, thinking, memory and sleep. It resides in the Heart and rests in the Blood, the way a bird needs a nest. You see a clear Shen in the eyes: sparkle, attention, contact. For a practitioner "the Shen" is therefore not a vague notion but something they assess at once: how does someone look, how do they sleep, how coherently do they speak?

Red flags first. Sudden confusion, delusions or thoughts of suicide: see a doctor the same day. Only then is it a question in TCM language.

ShenRecognised byOften due to
Restlessdifficulty falling asleep, anxious, palpitations, many dreamstoo little anchor (Heart-Blood deficiency, 13) or too much Heat (Heart-Fire, 15; Heart and Kidneys not harmonised, 14)
Cloudedconfused, foggy head, hard to think clearlyPhlegm clouding the mind
Weakdull eyes, listless, low mood, little drivetoo little nourishment from Qi, Blood or Jing

Classification: textbook knowledge.

Two kinds of shen

Mind is 神 shén (second tone, rising), Kidney is 腎 shèn (fourth tone, falling). If you read "shen" without a tone mark, check which one is meant.

Five spirits

The Heart houses the Shen, the other organs each a mental aspect of their own: the Hun in the Liver, the Po in the Lungs, the Yi in the Spleen, the Zhi in the Kidneys. Module 1, lesson 9 works them out.

Ch. 3 from p. 45: Qi in depth, then Blood, Essence, Body Fluids and Mind under their headings; the concept of Qi in Chinese philosophy comes just before (p. 43). Also ch. 4: Yuan Qi as the motive force (p. 75), the Fire of the Ming Men (p. 76), the dynamics of Qi transformation (p. 78), the Triple Burner (p. 87) and the pathology of Qi transformation (p. 89). Further: the Qi Mechanism in ch. 29 (p. 425) and the patterns of Qi, Blood and Body Fluids in ch. 31 (p. 469).

Step 11   Case

From finding to principle: tired, pale and struggling to fall asleep

Case. Woman of 34, two young children. Tired since the second birth, a year and a half ago, with a dip in the afternoon. Poor appetite, bloated after eating, stools often loose. Dizzy when standing up quickly, dry skin, more hair loss. Periods scanty and light in colour. Lies awake worrying in the evening, has trouble falling asleep and sometimes feels her heart pounding. Complexion pale and dull. Tongue Pale, slightly swollen, with teeth marks; pulse thin and weak.

First. Pale and tired after a pregnancy: Hb and ferritin, and the thyroid. Ask about heavy periods and blood in the stools. Ask about her mood as well; depression after childbirth comes first. Palpitations with fainting or chest pain: see a doctor straight away.

  1. Eight Principles. Interior and Deficiency; no signs of Heat (pale, no thirst, no red tongue).
  2. Which substances? Qi: tired, poor appetite, bloated, loose stools, teeth marks; the function of transforming fails. Blood: pale and dull, dizzy, dry skin, hair loss, scanty light periods, thin pulse; nourishing and moistening fall short. Shen: worrying, trouble falling asleep, palpitations; the mind lacks its anchor.
  3. How does it fit together? Pregnancy and childbirth cost Blood. A weak Spleen makes too little new Blood, because Qi is the commander that makes the Blood. The Heart gets too little Blood, and the Shen finds no rest in the evening.
  4. Pattern. Spleen-Qi deficiency (6) turning into Heart-Blood deficiency (13).
  5. Principle. Tonify Spleen-Qi and nourish Blood, calm the Shen. Textbook knowledge: the classical formula is Gui Pi Tang, Restoring the Spleen Decoction; the name says where the root lies.
  6. Differential. Liver-Blood deficiency (4) shows mainly in eyes, sinews and nails; Heart and Kidneys not harmonised (14) gives waking at night, night sweats and a redder tongue; Heart-Fire (15) is red, hot and thirsty; Kidney-Essence deficiency affects growth, fertility and ageing.

This is how the building blocks work together: one function of Qi fails, a substance runs low, and the most rarefied substance notices it first.

Step 12   Practice

Which substance, which problem?

Flashcards

Step 13   Pitfalls

Where it goes wrong

  • Qi is not ATP, Blood is not haemoglobin, Jing is not DNA. The golden rule of this course: a translation into physiology is always a labelled hypothesis (step 14).
  • Blood deficiency is not anaemia. It overlaps with a lack of iron, B12 or folate, but Blood deficiency can occur with a normal Hb, and the other way round. Do have the blood tested.
  • Dampness is not a body fluid. Jin-Ye are healthy; Dampness is fluid that has stood still and become pathogenic.
  • Stagnation is not Blood stasis. Qi stagnation gives distension that comes and goes, Blood stasis a fixed, stabbing pain. The first can turn into the second.
  • Deficiency and stagnation can occur together. The balance of forces decides the treatment (step 6).
  • Red flags come first. Bleeding and prolapse are called "Qi not holding" and "Qi not raising", but they call first for a medical assessment.
Step 14   Bridge to physiology

Four translations, as hypotheses

Qi deficiency grade C

Reduced energy availability: a phenotype, not a molecule. Straub proposes that fatigue, poor sleep, loss of appetite and muscle wasting in chronic inflammation and in ageing can result from an energy shortage, because an active immune system claims energy (Straub 2017, perspective). Testable via load tolerance, inflammatory markers, thyroid and iron status.

Wei Qi grade C

Innate immunity and the barrier of skin and mucous membranes. Testable via infection frequency and skin and mucosal complaints.

Pre-Heaven and Post-Heaven Jing grade C

Constitution and early programming versus acquired reserve. According to a review, a large body of epidemiological and clinical research supports the idea that nutrition in the womb and in early childhood influences lifelong health: the developmental origins of health and disease (Hoffman 2017, review). Testable via the history: family, pregnancy, birth weight, early childhood.

Blood deficiency without anaemia grade B

In an RCT in 198 menstruating women with unexplained fatigue, ferritin below 50 and a normal Hb, fatigue fell by 48 percent after twelve weeks of iron and by 29 percent on placebo (Vaucher 2012). A deficiency without anaemia therefore causes symptoms, and placebo does a lot. B for the iron, C for the link to Blood deficiency. Testable: ferritin in women with this picture and a normal Hb.

Proposals, not equations. Only the abstract of each study has been read. Something to think about: defend or reject one of them. Does Straub's energy shortage fit Qi deficiency better, or Jing deficiency?

Step 15   Discussion

Discussion questions

Discuss them with your study group, your teacher or an experienced acupuncturist.

  1. "How do you establish whether a picture is deficiency or stagnation, or both, and in what proportion?"
  2. "Which Shen is meant, the Mind or the Kidneys, and how do you hear or read that?"
  3. "You call a picture Blood deficiency: what do you expect in the blood tests, and what if they are normal?"

Prof Hu, Essence, Qi, Blood, body fluid and Mind: part 1, part 2, part 3 and part 4 (3.2 hours in total)

Done

Finish the lesson

Work through the practice questions until you get them all right first time, then mark the lesson as done below; your flashcards then go into your review deck. If you have the book, read the required pages shown in the book box at the top.