图书情报工作 ›› 2016, Vol. 60 ›› Issue (6): 128-134,141.DOI: 10.13266/j.issn.0252-3116.2016.06.019

• 综述述评 • 上一篇    下一篇

专利技术相关性研究方法进展评述与展望

茹丽洁1,2, 张娴1   

  1. 1. 中国科学院成都文献情报中心 成都 610041;
    2. 中国科学院大学 北京 100190
  • 收稿日期:2016-01-20 修回日期:2016-03-06 出版日期:2016-03-20 发布日期:2016-03-20
  • 作者简介:茹丽洁(ORCID:0000-0002-3280-8739),硕士研究生,E-mail:rulijie@mail.las.ac.cn;张娴(ORCID:0000-0002-6297-1190),情报研究部副主任,副研究员,硕士生导师。
  • 基金资助:
    本文系中国科学院STS计划项目"中国科学院知识产权信息服务"(项目编号:KFJ-EW-STS-032)研究成果之一。

Review and Prospects of Study on Patent Technological Relatedness Methods

Ru Lijie1,2, Zhang Xian1   

  1. 1. Chengdu Library, Chinese Academy of Sciences, Chengdu 610041;
    2. University of Chinese Academy of Sciences, Beijing 100190
  • Received:2016-01-20 Revised:2016-03-06 Online:2016-03-20 Published:2016-03-20

摘要: [目的/意义] 专利技术相关性研究对专利分析、专利管理等意义重大。综述专利技术相关性研究的典型方法,并进行客观分析和评价,以期为进一步研究提供新的思路。[方法/过程] 在界定专利技术相关性概念的基础上,对专利技术相似性和专利技术互补性的研究方法进行调研、归纳与分析,评述该领域的研究现状,提出未来可能的研究方向。[结果/结论] 专利技术相似性的研究方法可分为基于专利分类、专利引证和文本挖掘3种,且各自有其优势和局限;当前专利技术互补性研究比较薄弱,研究方法有待丰富;专利技术相似性和互补性的协同研究不足;专利技术相关性的应用范围有待进一步扩展。

关键词: 专利技术相关性, 专利技术相似性, 专利技术互补性, 专利分类, 专利引证, 文本挖掘

Abstract: [Purpose/significance] The study of patent technological relatedness is of great significance for patent analysis and patent management. In this paper some typical methods are reviewed in order to provide new ideas for further research.[Method/process] In this paper we define the concept of the patent technological relatedness, and further review and analyze the methods of patent technological similarity and patent technological complementarity, and put forward the research thoughts.[Result/conclusion] The methods of patent technological similarity can be put into three types, including the methods based on patent classification system, patent citation and text mining, and each of them has its advantages and limits. The study of patent technological complementarity is relatively weak, whose methods need to be further studied. The collaborative study of both patent technological similarity and patent technological complementarity is very little. And the application range of patent technological relatedness needs to be extended in future.

Key words: patent technological relatedness, patent technological similarity, patent technological complementarity, patent classification system, patent citation, text mining

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