图书情报工作

图书情报工作 >

2026 , Vol. 70 >Issue 13: 80 - 91

DOI: https://doi.org/10.13266/j.issn.0252-3116.2026.13.007

研究论文

基于引用代分析的专利标准化阶段识别——以手术机器人为例

  • 陈实 ,
  • 黄雯雯 ,
  • 姜宜欣
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  • 北京师范大学政府管理学院 北京 100875
陈实,教授级高工,博士,硕士生导师,E-mail:kjchensh@bnu.edu.cn;黄雯雯,硕士研究生;姜宜欣,硕士研究生。

收稿日期: 2025-05-06

  修回日期: 2025-09-04

  网络出版日期: 2026-06-23

基金资助

北京市自然科学基金项目“面向创新贡献的科学基金动态绩效评估--基于政府参与下的知识进化视角”(项目编号:9232013)研究成果之一。

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Identifying the Standardization Phases of Patents by Citation Generation Analysis: A Case Study of Surgical Robots

  • Chen Shi ,
  • Huang Wenwen ,
  • Jiang Yixin
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  • School of Government, Beijing Normal University, Beijing 100875
Chen Shi, Professor-level Senior Engineer, PhD, Master's Supervisor, E-mail:kjchensh@bnu.edu.cn; Huang Wenwen, Master's Candidate; Jiang Yixin, Master's Candidate.

Received date: 2025-05-06

  Revised date: 2025-09-04

  Online published: 2026-06-23

Supported by

This work is supported by the Natural Science Foundation of Beijing Municipality project titled “Dynamic Performance Evaluation of Science Funds for Innovation Contribution: from the Perspective of Knowledge Evolution with Government Participation” (Grant No. 9232013).

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摘要

[目的/意义] 旨在构建一套聚焦技术标准化阶段识别的评估方法框架，结合高价值专利的案例分析，为政府动态优化专利资助策略提供理论依据与实践支撑。[方法/过程] 基于Abernathy-Utterback模型和发散—收敛模式，通过构建腔镜手术机器人核心专利的引用代结构，刻画技术扩散与收敛过程，动态呈现技术演化路径，识别其处于全球标准化关键阶段的证据。[结果/结论] 引用代方法具备动态识别能力与前瞻分析优势，强调从收敛性趋势中识别标准化信号，能够有效刻画技术集群内部的演化趋势与标准化进程，为高价值专利的战略评估提供新的分析工具。

关键词： 引用代; 技术生命周期; 标准化; 高价值专利; 手术机器人

本文引用格式

陈实 , 黄雯雯 , 姜宜欣 . 基于引用代分析的专利标准化阶段识别——以手术机器人为例[J]. 图书情报工作, 2026 , 70(13) : 80 -91 . DOI: 10.13266/j.issn.0252-3116.2026.13.007

Abstract

[Purpose/Significance] This study develops an evaluation framework for identifying the standardization phases of technologies by analyzing high-value patents. The goal is to provide theoretical support and practical guidance for governments to dynamically optimize their patent funding strategies. [Method/Process] Drawing on the Abernathy–Utterback model and the divergence-convergence pattern, the study constructs a citation generation structure for core patents in laparoscopic surgical robotics. It captures the dynamics of technological diffusion, convergence, and integration, dynamically visualizes the evolutionary path, and provides evidence for identifying its current phase of global standardization. [Result/Conclusion] The citation generation method demonstrates strong capabilities in dynamic identification and prospective analysis. By detecting convergence trends within citation generations, it enables the recognition of emerging standardization signals. This approach offers a novel analytical tool for the strategic assessment of high-value patents, particularly in identifying internal evolutionary trends and standardization progress within technology clusters.

Key words： citation generation; technology lifecycle; standardization; high-value patent; surgical robot

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