Multi-target data analysis and strategy optimization system and method for patent layout
By introducing a multi-objective data analysis and strategy optimization system into the patent layout, a multi-objective optimization model for patent layout is solved, and a more scientific and efficient patent layout is achieved.
Patent Information
- Application Number
- CN202411911341.4
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-12-24
- Publication Date
- 2025-05-06
- Estimated Expiration
- 2044-12-24
AI Technical Summary
The existing technology rarely uses operations research methods in patent layout, resulting in insufficient quantification and effectiveness of patent layout optimization.
A multi-objective data analysis and strategy optimization system is proposed, including information input module, unit technology system construction module, patent technology heat map generation module, patent layout optimization modeling module, patent layout strategy generation module and information output module. Through these modules, a multi-objective optimization model for patent layout is established to generate the optimal strategy.
It provides an implementation tool for intellectual property management and patent layout, which can help scientific research institutes to make patent layout more scientific and efficient, and improve project management and market competitiveness.
Smart Images

Figure CN119941457A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to a data analysis and strategy optimization system and method, and in particular to a multi-objective data analysis and strategy optimization system and method for patent layout. Background Art
[0002] This section merely provides background information related to the present disclosure and is not necessarily prior art.
[0003] Patent layout is one of the indispensable tasks of scientific research institutes. Scientific and efficient patent layout is of great significance to improving the capabilities of scientific research institutes in project management, technology research, market competition, etc. Typical forms of patent layout include specific blocking and avoidance design, wall type, carpet type, wraparound type, combination type, etc. Existing studies have proposed corresponding patent layout methods from the perspectives of corporate strategic management, technological diversity, and implementation methods.
[0004] In the prior art, a railway project patent layout optimization and strategy generation system, an aircraft development stage intellectual property layout method and device, a patent layout auxiliary analysis method and system, an enterprise patent layout query method device and electronic equipment, a patent layout analysis method device computer equipment and storage medium, a patent layout analysis system and method, etc. are proposed. These technologies usually use statistical, informatics and other methods to analyze patent layout, and rarely use operations research methods to quantify and optimize patent layout.
[0005] It should be noted that the information disclosed in the above background technology section is only used to enhance the understanding of the background of the present disclosure, and therefore may include information that does not constitute the prior art known to ordinary technicians in the field. Summary of the invention
[0006] Purpose of the invention: The technical problem to be solved by the present invention is to provide a multi-objective data analysis and strategy optimization system and method for patent layout in view of the shortcomings of the prior art.
[0007] In order to solve the above technical problems, the present invention discloses a multi-objective data analysis and strategy optimization system and method for patent layout, wherein the system comprises: Information input module, unit technology system construction module, patent technology heat map generation module, patent layout optimization modeling module, patent layout strategy generation module and information output module; among them, The information input module is used to receive basic information, which includes: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data; The unit technology system building module is used to establish the unit's patent layout technology system based on the basic information, and the unit's patent layout technology system includes: a first-level technology catalog, a second-level technology catalog, a third-level subdivided technology, and a technology development timeline; The patent technology heat map generation module is used to generate a patent technology heat map according to the patent layout technology system of the unit, and the patent technology heat map includes: technology intensive point data, technology weak point data and technology blank points; The patent layout optimization modeling module is used to establish a multi-objective optimization model for the patent layout of the unit according to the patent layout technology system of the unit and the patent technology heat map; The patent layout strategy generation module is used to solve the patent layout multi-objective optimization model to obtain the optimal strategy for the patent layout of the unit; The information output module is used to publish the patent layout technology system of the unit, the patent technology heat map and the optimal strategy of the unit's patent layout.
[0008] The present invention also proposes a multi-objective data analysis and strategy optimization method for patent layout, comprising the following steps: Step 1: Obtain basic information data, including: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data; Step 2: Establish the patent layout technology system of the unit based on the basic information data obtained in step 1; Step 3: Generate a patent technology heat map based on the patent layout technology system of the unit established in step 2; Step 4: Establish a multi-objective optimization model for the unit's patent layout based on the unit's patent layout technology system established in step 2 and the patent technology heat map generated in step 3; Step 5, solving the multi-objective optimization model of patent layout established in step 4 to generate the optimal strategy for patent layout of this unit; Step 6: Publish the patent layout technology system of the unit generated in step 2, the patent technology heat map generated in step 3, and the optimal strategy of the unit's patent layout generated in step 5.
[0009] Furthermore, the specific method of establishing the patent layout technology system of the unit as described in step 2 includes: Step 2-1, based on the technology development planning data in the basic information obtained in step 1, establish a timeline for the development of the unit's patent technology; Step 2-2, according to the timeline, extract specific technology names from the existing technology layout data and technology development planning data of the unit obtained in step 1 as a technology catalog to establish an initial technology system; Step 2-3: classify the initial technology system according to the IPC classification table, adjust the level, and establish the patent layout technology system of the unit.
[0010] Furthermore, the initial technical system described in step 2-2 includes: An initial first-level technology catalogue, an initial second-level technology catalogue, an initial third-level subdivided technology and a technology development timeline; wherein the initial first-level technology catalogue, the initial second-level technology catalogue and the initial third-level subdivided technology are in a tree structure, and each technology catalogue and subdivided technology corresponds to a technology development timeline on the timeline.
[0011] Furthermore, the patent layout technology system of the unit described in step 2-3 includes: After classification and adjustment, a first-level technology catalog, a second-level technology catalog and a third-level subdivided technology are formed in a tree structure. Each technology catalog and subdivided technology corresponds to the technology development timeline on the timeline.
[0012] Furthermore, the specific method for generating the patent technology heat map described in step 3 includes: Step 3-1, set the technology heat threshold for the first-level technology catalog, second-level technology catalog and third-level segmented technology respectively; Step 3-2, based on the patent situation analysis data, evaluate the number of patent publications corresponding to the first-level technology catalog, the second-level technology catalog and the third-level segmented technology according to the technology heat threshold. The evaluation results include three types of evaluation: technology intensive, technology weak and technology blank. Associate the first-level technology catalog, the second-level technology catalog and the third-level segmented technology with the corresponding evaluation attributes to obtain a patent technology heat map.
[0013] Furthermore, the establishment of the multi-objective optimization model for the patent layout of the unit described in step 4 includes the following steps: Step 4-1, establish the objective function; Step 4-2, establishing constraints according to the objective function established in step 4-1; Step 4-3: Establish a multi-objective optimization model for the unit's patent layout based on the objective function established in step 4-1 and the constraints established in step 4-2.
[0014] Furthermore, the objective function established in step 4-1 is as follows: Step 4-1-1, with the goal of minimizing the total technology R&D cost of the unit, establish the first objective function, expressed as:
[0015] in, Represents three-level segmentation technology technology R&D costs, represents the R&D time of the three-level segmentation technology i, Indicates time The number of patents generated by the research and development of the three-level segmented technology i, represents a set of three-level segmentation techniques, The time set representing the patent layout of this unit; Step 4-1-2, with the goal of maximizing the total technological advancement of the unit, establish the second objective function, expressed as: ; in, Represents three-level segmentation technology In time The technical advancement within the system can transform the objective function into a minimization objective function, and the second objective function can be expressed as: ; Step 4-1-3, with the goal of optimizing the technical balance of the unit, establish the third objective function, expressed as: .
[0016] Furthermore, the establishment of constraints described in step 4-2 is as follows: Step 4-2-1, establish technology R&D capability constraints, indicating that the number of patents generated by technology R&D cannot exceed the maximum number of patents that the unit can generate, that is, the first constraint, which is expressed as follows: ; in, Indicates time The maximum number of patents that can be generated by the unit; Step 4-2-2, establish patent quantity constraints, indicating that each third-level subdivision technology must be patented, that is, the second constraint condition, as follows: ; Step 4-2-3, establish patent layout technology system constraints, indicating that the number of patents for each technology in the first-level technology catalog is equal to the sum of the number of patents for each technology in the second-level technology catalog, and the number of patents for each technology in the second-level technology catalog is equal to the sum of the number of patents for each technology in the third-level subdivided technology, that is, the third constraint condition, expressed as follows: ; in, Indicates the technology in the first-level technology catalog The technology set of the secondary technology catalog, Indicates the technology of the secondary technology catalog The technology set of the three-level subdivision technology, Indicates time Technologies in the secondary technology catalog Number of patents generated by R&D, Indicates time Technology in the first-level technology catalog Number of patents resulting from R&D.
[0017] Furthermore, the establishment of the multi-objective optimization model for the patent layout of the unit described in step 4-3 is expressed as: .
[0018] Beneficial effects: 1. It provides an implementation tool for intellectual property management and patent layout, which is easy to embed into intellectual property management systems and project management systems, and provides technical support for the development and upgrading of intellectual property management systems, project management systems and other systems; 2. It provides a technical basis for systematic patent layout, and the implementation method is simple, fast and easy to operate. BRIEF DESCRIPTION OF THE DRAWINGS
[0019] The present invention will be further described in detail below in conjunction with the accompanying drawings and specific embodiments, and the above and / or other advantages of the present invention will become more clear.
[0020] Figure 1 It is a diagram of the module composition and internal information relationship of the present invention.
[0021] Figure 2 Flow chart of the method of the present invention.
[0022] Figure 3 The present invention is a flowchart of the method for constructing a unit technology system.
[0023] Figure 4 This is a schematic diagram of the patent layout technology system of this unit established in the embodiments of the present invention.
[0024] Figure 5 This is a flow chart of the patented technology heat map generation method of the present invention.
[0025] Figure 6 This is a schematic diagram of the patented technology thermal map in an embodiment of the present invention.
[0026] Figure 7 It is a flow chart of the multi-objective optimization modeling method of the present invention. DETAILED DESCRIPTION
[0027] The present invention proposes a multi-objective data analysis and strategy optimization system for patent layout, establishes a computer data system for the unit's patent layout technology, generates a heat map of domestic and foreign patent technology data that conforms to the unit's technical field, establishes a multi-objective data analysis and strategy optimization model for patent layout, generates a digital strategy for patent layout, and provides a decision-making basis for the unit's intellectual property management.
[0028] The specific technical solution includes information input module, unit technology system construction module, patent technology heat map generation module, patent layout optimization modeling module, patent layout strategy generation module, information output module, server, workstation and comprehensive information access equipment; The information input module is used to receive basic information related to patent layout, including: domestic and foreign patent situation analysis and the unit's existing technology layout, technology development plan, and technology research and development costs; The unit technology system construction module is used to establish the unit's patent layout technology system according to the basic information received by the information input module, including: first-level technology catalog, second-level technology catalog, third-level subdivided technology, and technology development timeline; The patent technology heat map generation module is used to generate domestic and foreign patent technology heat maps that conform to the technical field of the unit according to the unit's patent layout technology system established by the unit technology system construction module, including: technology intensive points, technology weak points, and technology blank points; The patent layout optimization modeling module is used to establish a multi-objective optimization model for the unit's patent layout based on the unit's patent layout technology system established by the unit's technology system construction module and the domestic and foreign patent technology heat map generated by the patent technology heat map generation module; The patent layout strategy generation module is used to solve the patent layout multi-objective optimization model established by the patent layout optimization modeling module to generate the patent layout strategy of this unit.
[0029] The information output module is used to publish the unit's patent layout technology system, patent technology heat map, and patent layout strategy.
[0030] The server is used to calculate, store and manage various types of information of the system (including information input, processed, generated and output by each module) and complete the functional response of each module.
[0031] The workstation is used for processing various types of graphics and images of the system (information input, processed, generated and output by each module needs to be displayed in the form of graphics and images, such as patented technology thermal maps), data calculation and human-computer interaction.
[0032] The comprehensive information access device is used as an interface for information input to the system.
[0033] The present invention also provides a multi-objective optimization method for patent layout, comprising the following steps: Step 1: Obtain basic information related to patent layout, including: domestic and foreign patent situation analysis, as well as the unit's existing technology layout, technology development plan, and technology R&D costs; Step 2: Based on the basic information obtained in step 1, establish the patent layout technology system of the unit, including: first-level technology catalog, second-level technology catalog, third-level subdivided technology, and technology development timeline; Step 3: Based on the patent layout technology system of the unit established in step 2, generate a heat map of domestic and foreign patent technologies that conform to the technical field of the unit, including: technology-intensive areas, technology-weak areas, and technology-blank areas; Step 4: Establish a multi-objective optimization model for the unit's patent layout based on the unit's patent layout technology system established in step 2 and the domestic and foreign patent technology heat map generated in step 3; Step 5, solving the patent layout multi-objective optimization model established in step 4 to generate the patent layout strategy of this unit; Step 6: Publish the patent layout technology system of the unit generated in step 2, the patent technology heat map generated in step 3, and the patent layout strategy generated in step 5.
[0034] In step 2, the unit technology system construction method includes the following steps: Step 2.1, based on the technology development timeline in the basic information obtained in step 1, establish the timeline of the unit's patent technology development; Step 2.2, based on the timeline of the unit's patent technology development established in step 2.1, extract the technology catalog that the unit needs to develop in the current and future period from the unit's existing technology layout and technology development plan in the basic information obtained in step 1, and establish an initial technology system, including: initial first-level technology catalog, initial second-level technology catalog, initial third-level subdivided technology, and technology development timeline; Step 2.3, classify the initial first-level technology catalog, initial second-level technology catalog, and initial third-level subdivided technology in the initial technology system established in step 2.2 according to the major categories, minor categories, and groups of the IPC patent classification table (the main business of this unit corresponds to a department in the IPC), adjust the technology catalogs at all levels, and establish the unit's patent layout technology system, including: first-level technology catalog, second-level technology catalog, third-level subdivided technology, and technology development timeline.
[0035] In step 3, the patented technology heat map generation method includes the following steps: Step 3.1: According to the patent layout technology system of the unit established in step 2, set the technology heat threshold for the first-level technology catalog, the second-level technology catalog, and the third-level subdivided technology. The threshold can divide the number of patent publications into equal parts or distribute them in other proportions; Step 3.2, based on the technology heat threshold set in step 3.1 and the number of domestic and foreign patent publications, generate a domestic and foreign patent technology heat map that conforms to the technical field of the unit, including: technology-intensive areas, technology-weak areas, and technology-blank areas.
[0036] In step 4, the patent layout multi-objective optimization modeling method includes the following steps: Step 4.1, based on the patent layout technology system of the unit established in step 2 and the domestic and foreign patent technology heat map generated in step 3, with the goal of minimizing the total technology R&D cost of the unit, establish the objective function of patent layout optimization, expressed as:
[0037] in, It represents the technical R&D cost of the third-level segmented technology i, which is generally determined by the experts of the unit based on factors such as technical difficulty, R&D goals, and R&D investment. Represents three-level segmentation technology of development time, Indicates time Internal three-level segmentation technology Number of patents generated by R&D, represents the three-level subdivision technology set, T represents the time set of the unit's patent layout, Taking the maximum overall technological advancement of the unit as the goal, the objective function of patent layout optimization is established, which is expressed as:
[0038] in, It indicates the technological advancement of the third-level segmented technology i within time t, which is generally evaluated and determined by the experts of the unit based on the current status of domestic and foreign technological development, market demand, and peer level. The objective function is transformed into a minimization objective function, expressed as:
[0039] Taking the best technical balance of the unit as the goal, the objective function of patent layout optimization is established, which is expressed as:
[0040] Step 4.2, based on the objective function established in step 4.1, establish the following constraints: It is a constraint on the technology research and development capability, which means that the number of patents generated by technology research and development cannot exceed the maximum number of patents that the unit can generate. represents the maximum number of patents that the unit can produce within time t, The number of patents for the three-level subdivision technology is constrained, indicating that each of the three-level subdivision technologies must have patents.
[0041] It is a constraint on the patent layout technology system, which means that the number of patents for each technology in the first-level technology catalog is equal to the sum of the number of patents for each technology in the second-level technology catalog, and the number of patents for each technology in the second-level technology catalog is equal to the sum of the number of patents for each technology in the third-level subdivided technology. Indicates the technology set of the second-level technology catalog to which the technology r of the first-level technology catalog belongs. Indicates the technology set of the third-level subdivided technology to which the technology h of the second-level technology catalog belongs. represents the number of patents generated by the research and development of technology h in the secondary technology catalog within time t, It represents the number of patents generated by the research and development of technology r in the first-level technology catalog within time t; Step 4.3, based on the objective function established in step 4.1 and the constraints established in step 4.2, establish a multi-objective optimization model for the unit's patent layout, expressed as: ; The present invention also provides a storage medium storing a computer program or instruction, which, when executed, implements the multi-objective optimization method for the patent layout. Example
[0042] like Figure 1 As shown, the present invention discloses a multi-objective data analysis and strategy optimization system for patent layout, including: Information input module, unit technology system construction module, patent technology heat map generation module, patent layout optimization modeling module, patent layout strategy generation module and information output module; among them, The information input module is used to receive basic information, which includes: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data; The unit technology system building module is used to establish the unit's patent layout technology system based on the basic information, and the unit's patent layout technology system includes: a first-level technology catalog, a second-level technology catalog, a third-level subdivided technology, and a technology development timeline; The patent technology heat map generation module is used to generate a patent technology heat map according to the patent layout technology system of the unit, and the patent technology heat map includes: technology intensive point data, technology weak point data and technology blank points; The patent layout optimization modeling module is used to establish a multi-objective optimization model for the patent layout of the unit according to the patent layout technology system of the unit and the patent technology heat map; The patent layout strategy generation module is used to solve the patent layout multi-objective optimization model to obtain the optimal strategy for the patent layout of the unit; The information output module is used to publish the patent layout technology system of the unit, the patent technology heat map and the optimal strategy of the unit's patent layout.
[0043] like Figure 2 As shown, the present invention discloses a multi-objective data analysis and strategy optimization method for patent layout, comprising the following steps: Step 1: Obtain basic information data, including: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data; Step 2: Establish the patent layout technology system of the unit based on the basic information data obtained in step 1; Step 3: Generate a patent technology heat map based on the patent layout technology system of the unit established in step 2; Step 4: Establish a multi-objective optimization model for the unit's patent layout based on the unit's patent layout technology system established in step 2 and the patent technology heat map generated in step 3; Step 5: Use weighted method (reference: Hu Yunquan, Guo Yaohuang. Operations Research Tutorial [M]. Beijing: Tsinghua University Press, 1998), heuristic algorithm (reference: Feng Bin. Multi-objective Optimization of Vehicle Routing with Time Window Constraints [D]. Qinhuangdao: School of Electrical Engineering, Yanshan University, 2023) and other methods to solve the patent layout multi-objective optimization model established in step 4 and generate the optimal strategy for the patent layout of this unit; Step 6: Publish the patent layout technology system of the unit generated in step 2, the patent technology heat map generated in step 3, and the optimal strategy of the unit's patent layout generated in step 5.
[0044] like Figure 3 As shown, the multi-objective data analysis and strategy optimization method for patent layout disclosed in the present invention, step 2 proposes a method for constructing a unit technology system, including the following steps: Step 2-1, based on the technology development planning data in the basic information obtained in step 1, establish a timeline for the development of the unit's patent technology; Step 2-2, according to the timeline, extract the technology catalog from the existing technology layout data and technology development planning data of the unit obtained in step 1, and establish an initial technology system, including: initial first-level technology catalog, initial second-level technology catalog, initial third-level subdivided technology, and technology development timeline; Step 2-3, classify the initial first-level technology catalog, initial second-level technology catalog and initial third-level subdivided technology according to the IPC classification table, adjust the levels, establish the unit's patent layout technology system, and obtain the first-level technology catalog, second-level technology catalog and third-level subdivided technology.
[0045] Taking the field of airspace management technology as an example, the schematic diagram of the patent layout technology system of our unit is as follows Figure 4 shown.
[0046] like Figure 5 As shown, the multi-objective data analysis and strategy optimization method for patent layout disclosed in the present invention, step 3 proposes a method for generating a patent technology heat map, including the following steps: Step 3-1, set the technology heat threshold for the first-level technology catalog, second-level technology catalog and third-level segmented technology respectively; Step 3-2, based on the patent situation analysis data, qualitatively evaluate the number of patent publications according to the technology heat threshold, including three types of evaluation attributes: technology intensive, technology weak, and technology gap. Associate the first-level technology catalog, second-level technology catalog, and third-level subdivided technology with the corresponding evaluation attributes to generate a patent technology heat map.
[0047] Taking some technical fields of air traffic control as an example, the patent technology heat map diagram is as follows Figure 6 shown.
[0048] like Figure 7 As shown, the multi-objective data analysis and strategy optimization method for patent layout disclosed in the present invention, step 4 proposes a multi-objective optimization modeling method for the patent layout of this unit, including the following steps: Step 4-1, establish the objective function, as follows: Step 4-1-1, with the goal of minimizing the total technology R&D cost of the unit, establish the first objective function, expressed as: ; in, represents the technical R&D cost of the three-level segmentation technology i, t represents the R&D time of the three-level segmentation technology i, represents the number of patents generated by the research and development of the third-level segmented technology i within time t, represents the three-level subdivision technology set, T represents the time set of the unit’s patent layout; Step 4-1-2, with the goal of maximizing the total technological advancement of the unit, establish the second objective function, expressed as: ; in, represents the technological advancement of the three-level segmentation technology i within time t, and transforms the objective function into a minimization objective function. Then the second objective function is expressed as: ; Step 4-1-3, with the goal of optimizing the technical balance of the unit, establish the third objective function, expressed as: ; Step 4-2, based on the objective function established in step 4-1, establish constraints, as follows: Step 4-2-1, establish technology R&D capability constraints, indicating that the number of patents generated by technology R&D cannot exceed the maximum number of patents that the unit can generate, that is, the first constraint, which is expressed as follows: ; in, It represents the maximum number of patents that can be produced by this unit within time t; Step 4-2-2, establish patent quantity constraints, indicating that each third-level subdivision technology must be patented, that is, the second constraint condition, as follows: ; Step 4-2-3, establish patent layout technology system constraints, indicating that the number of patents for each technology in the first-level technology catalog is equal to the sum of the number of patents for each technology in the second-level technology catalog, and the number of patents for each technology in the second-level technology catalog is equal to the sum of the number of patents for each technology in the third-level subdivided technology, that is, the third constraint condition, expressed as follows: ; in, Indicates the technology set of the second-level technology catalog to which the technology r in the first-level technology catalog belongs. Indicates the technology set of the third-level subdivided technology to which the technology h of the second-level technology catalog belongs. represents the number of patents generated by the research and development of technology h in the secondary technology catalog within time t, It represents the number of patents generated by the research and development of technology r in the first-level technology catalog within time t; Step 4-3: Based on the objective function established in step 4-1 and the constraints established in step 4-2, a multi-objective optimization model for the unit’s patent layout is established, expressed as: ; In this embodiment, it is assumed that there are 20 three-level subdivided technologies in this unit, and the R&D cost and technological advancement of each technology are shown in Table 1.
[0049] Table 1 Information table of the patent layout technology system of this unit
[0050] Carry out the optimization of patent layout strategy for the next five years, and the maximum number of patents that the unit can generate each year is set to 50, 60, 70, 80, and 90. The present invention can generate a variety of patent layout optimization strategies, one of which is shown in Table 2, which shows the number of patents to be laid out each year for each three-level subdivision technology in the next five years.
[0051] Table 2 A patent layout optimization strategy table ; In a specific implementation, the present application provides a computer storage medium and a corresponding data processing unit, wherein the computer storage medium can store a computer program, and when the computer program is executed by the data processing unit, the invention content of a multi-objective data analysis and strategy optimization system and method for patent layout provided by the present invention and some or all steps in each embodiment can be executed. The storage medium can be a disk, an optical disk, a read-only memory (ROM) or a random access memory (RAM), etc.
[0052] Those skilled in the art can clearly understand that the technical solutions in the embodiments of the present invention can be implemented by means of computer programs and their corresponding general hardware platforms. Based on such understanding, the technical solutions in the embodiments of the present invention can be essentially or partly contributed to the prior art in the form of computer programs, i.e., software products, which can be stored in a storage medium and include several instructions for enabling a device including a data processing unit (which can be a personal computer, a server, a single-chip microcomputer, an MCU or a network device, etc.) to execute the methods described in various embodiments of the present invention or certain parts of the embodiments.
[0053] The present invention provides a multi-objective data analysis and strategy optimization system and method for patent layout. There are many methods and ways to implement the technical solution. The above is only a preferred implementation of the present invention. It should be pointed out that for ordinary technicians in this technical field, several improvements and modifications can be made without departing from the principle of the present invention. These improvements and modifications should also be regarded as the protection scope of the present invention. All components not specified in this embodiment can be implemented by existing technologies.
Claims
1. A multi-objective data analysis and strategy optimization system for patent layout, characterized in that: include: Information input module, unit technology system construction module, patent technology heat map generation module, patent layout optimization modeling module, patent layout strategy generation module and information output module; among them, The information input module is used to receive basic information, which includes: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data; The unit technology system building module is used to establish the unit's patent layout technology system based on the basic information, and the unit's patent layout technology system includes: a first-level technology catalog, a second-level technology catalog, a third-level subdivided technology, and a technology development timeline; The patent technology heat map generation module is used to generate a patent technology heat map according to the patent layout technology system of the unit, and the patent technology heat map includes: technology intensive point data, technology weak point data and technology blank points; The patent layout optimization modeling module is used to establish a multi-objective optimization model for the patent layout of the unit according to the patent layout technology system of the unit and the patent technology heat map; The patent layout strategy generation module is used to solve the patent layout multi-objective optimization model to obtain the optimal strategy for the patent layout of the unit; The information output module is used to publish the patent layout technology system of the unit, the patent technology heat map and the optimal strategy of the unit's patent layout.
2. A multi-objective data analysis and strategy optimization method for patent layout, characterized in that: The following steps are involved: Step 1: Obtain basic information data, including: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data; Step 2: Establish the patent layout technology system of the unit based on the basic information data obtained in step 1; Step 3: Generate a patent technology heat map based on the patent layout technology system of the unit established in step 2; Step 4: Establish a multi-objective optimization model for the unit's patent layout based on the unit's patent layout technology system established in step 2 and the patent technology heat map generated in step 3; Step 5, solving the multi-objective optimization model of patent layout established in step 4 to generate the optimal strategy for patent layout of this unit; Step 6: Publish the patent layout technology system of the unit generated in step 2, the patent technology heat map generated in step 3, and the optimal strategy of the unit's patent layout generated in step 5.
3. A multi-objective data analysis and strategy optimization method for patent layout according to claim 2, characterized in that: The specific methods for establishing the patent layout technology system of the unit as described in step 2 include: Step 2-1, based on the technology development planning data in the basic information obtained in step 1, establish a timeline for the development of the unit's patent technology; Step 2-2, according to the timeline, extract specific technology names from the existing technology layout data and technology development planning data of the unit obtained in step 1 as a technology catalog to establish an initial technology system; Step 2-3: classify the initial technology system according to the IPC classification table, adjust the level, and establish the patent layout technology system of the unit.
4. The multi-objective data analysis and strategy optimization method for patent layout according to claim 3 is characterized in that: The initial technical system described in step 2-2 includes: An initial first-level technology catalogue, an initial second-level technology catalogue, an initial third-level subdivided technology and a technology development timeline; wherein the initial first-level technology catalogue, the initial second-level technology catalogue and the initial third-level subdivided technology are in a tree structure, and each technology catalogue and subdivided technology corresponds to a technology development timeline on the timeline.
5. The multi-objective data analysis and strategy optimization method for patent layout according to claim 4 is characterized in that: The patent layout technology system of the unit described in step 2-3 includes: After classification and adjustment, a first-level technology catalog, a second-level technology catalog and a third-level subdivided technology are formed in a tree structure. Each technology catalog and subdivided technology corresponds to the technology development timeline on the timeline.
6. A multi-objective data analysis and strategy optimization method for patent layout according to claim 5, characterized in that: The specific method for generating the patent technology heat map described in step 3 includes: Step 3-1, set the technology heat threshold for the first-level technology catalog, second-level technology catalog and third-level segmented technology respectively; Step 3-2, based on the patent situation analysis data, evaluate the number of patent publications corresponding to the first-level technology catalog, the second-level technology catalog and the third-level segmented technology according to the technology heat threshold. The evaluation results include three types of evaluation: technology intensive, technology weak and technology blank. Associate the first-level technology catalog, the second-level technology catalog and the third-level segmented technology with the corresponding evaluation attributes to obtain a patent technology heat map.
7. A multi-objective data analysis and strategy optimization method for patent layout according to claim 6, characterized in that: The specific method for establishing the multi-objective optimization model for the patent layout of the unit described in step 4 includes the following steps: Step 4-1, establish the objective function; Step 4-2, establishing constraints according to the objective function established in step 4-1; Step 4-3: Establish a multi-objective optimization model for the unit's patent layout based on the objective function established in step 4-1 and the constraints established in step 4-2.
8. The multi-objective data analysis and strategy optimization method for patent layout according to claim 7, characterized in that: The objective function established in step 4-1 is as follows: Step 4-1-1, with the goal of minimizing the total technology R&D cost of the unit, establish the first objective function, expressed as: ; in, Represents three-level segmentation technology technology R&D costs, represents the R&D time of the three-level segmentation technology i, Indicates the three-level subdivision technology within time t Number of patents generated by R&D, represents a set of three-level segmentation techniques, The time set representing the patent layout of this unit; Step 4-1-2, with the goal of maximizing the total technological advancement of the unit, establish the second objective function, expressed as: ; in, Represents three-level segmentation technology In time The technical advancement within the system can transform the objective function into a minimization objective function, and the second objective function can be expressed as: ; Step 4-1-3, with the goal of optimizing the technical balance of the unit, establish the third objective function, expressed as: 。 9. The multi-objective data analysis and strategy optimization method for patent layout according to claim 8, characterized in that: The constraints described in step 4-2 are as follows: Step 4-2-1, establish technology R&D capability constraints, indicating that the number of patents generated by technology R&D cannot exceed the maximum number of patents that the unit can generate, that is, the first constraint, which is expressed as follows: ; in, Indicates time The maximum number of patents that can be generated by the unit; Step 4-2-2, establish patent quantity constraints, indicating that each third-level subdivision technology must be patented, that is, the second constraint condition, as follows: ; Step 4-2-3, establish patent layout technology system constraints, indicating that the number of patents for each technology in the first-level technology catalog is equal to the sum of the number of patents for each technology in the second-level technology catalog, and the number of patents for each technology in the second-level technology catalog is equal to the sum of the number of patents for each technology in the third-level subdivided technology, that is, the third constraint condition, expressed as follows: ; in, Indicates the technology in the first-level technology catalog The technology set of the secondary technology catalog, Indicates the technology of the secondary technology catalog The technology set of the three-level subdivision technology, Indicates time Technologies in the secondary technology catalog Number of patents generated by R&D, Indicates time Technology in the first-level technology catalog Number of patents resulting from R&D.
10. A multi-objective data analysis and strategy optimization method for patent layout according to claim 9, characterized in that: The establishment of a multi-objective optimization model for the patent layout of the unit described in step 4-3 is expressed as: 。
Citation Information
Patent Citations
Intellectual property visual analysis method, system and device and storage medium
CN113326369A
Method and system for analyzing enterprise technology trend based on patent data
CN118211841A
Cited By
Patent technology field layout organization management method and system
CN120634784A