INFORMATION RESEARCH

The Identification of Patent Layout Situation and Risk Based on Technology-Effect Matrix

  • Wang Xuezhao ,
  • Zhao Ping ,
  • Zhao Yajuan ,
  • Lü Lucheng
Expand
  • 1 National Science Library, Chinese Academy of Sciences, Beijing 100190;
    2 Department of Library, Information and Archives Management, School of Economics and Management, University of Chinese Academy of Sciences, Beijing 100190

Received date: 2020-04-20

  Revised date: 2021-05-13

  Online published: 2021-08-20

Abstract

[Purpose/significance] Mastering the patent layout situation and judging the current risks are of great significance for strategically carrying out patent layout and avoiding R & D risks, and seizing the competitive advantage of technological innovation and industrial upgrading.[Method/process] Based on ‘technology-effect’ matrix, the comprehensive index expression of the identification of patent layout situation and risk was established. Through comprehensive judgment and multiple case verification, the model of patent layout situation and risk identification model was formed including the identification rule and analysis process. Based on the ‘technology-effect’ matrix, the patent layout situation icon visualization and risk level visualization were combined to directly show the patent layout situation and risk.[Result/conclusion] From the technological meso level, risk judging method of patent layout situation based on ‘technology-effect’ matrix was established, which can clearly detect the patent advantage zone, patent opportunity zone, patent barrier zone and patent blank zone. And the coping strategies were also discussed. The method can be carried out at multiple levels including countries, regions, industries, institutions, project teams, R & D teams, and individuals, which can support the monitoring of patent layout situation and risk throughout the whole technology life cycle.

Cite this article

Wang Xuezhao , Zhao Ping , Zhao Yajuan , Lü Lucheng . The Identification of Patent Layout Situation and Risk Based on Technology-Effect Matrix[J]. Library and Information Service, 2021 , 65(16) : 73 -80 . DOI: 10.13266/j.issn.0252-3116.2021.16.008

References

[1] 方曙、张娴、陈云伟,等.竞争情报进展[M]. 北京:科学技术文献出版社,2010:151-210.
[2] 张晓林.专利技术情报分析模型构建及其应用研究[J].图书馆杂志,2018,37(10):78-88.
[3] CERQUETI R, VENTURA M. Risk and uncertainty in the patent race:a probabilistic model[J]. Ima journal of management mathematics, 2013, 26(1):39-62.
[4] BERGMANN I, BUTZKE D, WALTER L, et al. Evaluating the risk of patent infringement by means of semantic patent analysis:the case of DNA chips[J]. R&d management,2008, 38(5):550-562.
[5] PARK I, YOON B. A semantic analysis approach for identifying patent infringement based on a product-patent map[J]. Technology analysis & strategic management,2014, 26(8):855-874.
[6] CHANG C S. Valuing the patent risk using the finite difference method[J]. The business review, Cambridge, 2007, 8(1):61-66.
[7] 王荣.我国新能源汽车企业专利预警机制的构建研究[D].安徽:安徽工程大学,2017.
[8] 王宏起,郭雨,武建龙.战略性新兴企业专利风险评价研究[J].科技管理研究,2016, 36(1):56-60.
[9] 郭雨.战略性新兴企业专利风险预警机制研究[D].哈尔滨:哈尔滨理工大学,2015.
[10] 谢凯.基于专利分析的我国高铁出口风险预警研究[D].武汉:华中科技大学,2016.
[11] 董丽,袁泉,李秀娟.构建我国制药企业专利风险评估机制的研究[J].中国新药杂志,2015, 24(9):977-982.
[12] 郑元松,高常青,徐征和,等.专利分析方法在农用辐射井水平钻机领域中的应用[J].农业工程,2018,8(4):8-12.
[13] 邱洪华,李程博.中国银行业商业方法技术创新的策略与路径:基于专利技术/功效的分析[J].创新,2018,12(3):83-95.
[14] 殷玉恩,程新化,孙靓.基于技术功效矩阵的车距测量技术专利分析和布局[J].汽车科技, 2018,265(3):41-44.
[15] 洪群业,郑路,程多福,等.国内加热不燃烧型卷烟专利技术统计分析[J].烟草科技,2017, 50(11):66-74.
[16] 陈聚阳,刘春阳,肖红梅,等. 挤出机芯模结构功效专利技术分析[J]. 河南科技, 2016(5):80-83.
[17] 龙斌.论专利对中国动漫产业知识产权竞争力的影响[D].湘潭:湘潭大学, 2016.
[18] 梁丽芳,周茂荣,杨璐,等.国内外LED灯管的专利技术现状[J].中国照明电器,2013,338(5):30-35.
[19] 高楠,傅俊英,赵蕴华.人工智能技术全球专利布局与竞争态势[J].科技管理研究,2020,40(8):176-184.
[20] 熊晓琴,成艾国.复合价值导向的汽车专利布局优化研究[J].系统工程理论与实践,2020,40(11):3000-3008.
[21] 何玉洁. 中兴与华为专利布局对比分析[D].长沙:湖南大学,2019.
[22] 薛亚萍,谭玉梅,毛洪芬,等.医药领域海外专利布局策略[J].中国新药杂志,2018,27(23):2735-2744.
[23] 汪卫华.非晶态物质的本质和特性[J].物理学进展,2013,33(5):177-351.
[24] 杜宇雷,孙菲菲,原光,等.3D打印材料的发展现状[J].徐州工程学院学报,2014(1):20-24.
[25] 唐林川.3D打印高分子材料的研究进展[J].当代化工研究,2016(8):102-103.
Outlines

/