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There are other aspects of morale that you didn't mention. The Total War Encyclopeda in the game mentions other aspects, and includes a video. Are you sure it's none of those aspects?
I learnt about Total War morale in Rome Total War and Medieval 2 Total War. The Medieval 2 Total War game manual explains it thoroughly on pages 52 & 53:
http://cdn.akamai.steamstatic.com/steam/apps/4700/manuals/manual.pdf?t=1405939529
plenty of the popular mod packages rebalance unit morale to be more "realistic" and engaging. might be worth a look!
A good indicator would be looking at your units' individual bars and banners. They should give you a decent idea of how they're faring, and if you mouse over them it'll even give you a nice overview of what they think of things and why.
Beyond that, CHE's link should do a decnet job of explaining it.
https://github.com/DestinFaroda/Shogun2TotalRealism/wiki/Morale-System
https://github.com/DestinFaroda/Shogun2TotalRealism/wiki/Morale-Naval
The values are heavily modified, so don't pay too much attention to them. Still, it does show you all the conditions influencing your unit's morale.
So keep your general alive, let him get experience, because he pushes your moral. Use rally or inspire often. Inspire is very good to save a wavering unit from routing.
Try to get unit experience, so dont send them to the death. Additionally a routing unit drops the moral of near units, it might end in a massrout.
upgrade your buildings to recruit higher skilled units.
When you lose your general, the moral drop of your army is very big, so get back, avoid the fight for a moment, until your units dont care that your general died.
I was also wondering when and why should I "upgrade" my units from Yari and bow ashigaru units to samauri. I finished one campaign with almost all ashigaru and it took forever.
Wouldnt more units be better than better units? cause if for every bow samauri you can get 4 bow ashigaru units. I think 4>1.
As for whether more units are better than quality units, that depends. I could win both with fewer unis and with better ones, it just depends on the situationa nd your style. So keep figuring it out.
I'm less sure about multiplayer games. Certianly, the multiplayers are usually a cut above us computerbashers and you'll get no better test of the unit types in battle than with an honest multiplayer match.
But the problem is that they only account for battles, but in campaign they're only half the story. Multiplayer puts two armies together Tabula Rasa and lets them duke it out with no future and no past. Campaigns require you to live with the results. And as Realm Divide looms large and you're struggling through your eight straight battle on the road to Kyoto, things like cost effectiveness, survivability, recruitment delays, and the like really start to tell.
Multiplayer campaigns on the other hand.....
Cost-effectiveness is an issue in multiplayer battles, too. Yet, as you said, there are factors which are unimportant in one-off battles, but are important in campaigns. In Total War campaign battles, I try to bring plenty of missile units, to kill enemies at a distance... I also try to bring enough cavalry to run down all routing enemies, so that, ideally, none will survive to fight against me in a future battle.
Indeed. I had a brief attack of stupid when I was trying to phrase that. What I was going for was more "What will balance your ability to win the campaign and your budget in the long run?"
Agreed indeed. That's something I do too, particularly with cavalry or trying to fight sieges. In a oneoff battle (either multiplayer or single) you can win if you have one soldier alive and on the field when the other doesn't (though that's not something most players would like to settle for).
In campaign that can be literally fatal even if you do win.
Hence why Ashigaru are almost always going to have a place...
In campaign vs AI i always use mixed armies. If ashigaru can hold mid for just a little bit while samurai cut through the enemy flank the ashigaru earned their pay. Try place a naginata between 2 ashigaru they hold much better.