A multi-objective data analysis and strategy optimization system and method for patent layout

Abstract

The present invention proposes a multi-objective data analysis and strategy optimization system and method for patent layout, wherein the system includes: an information input module, a unit technology system construction module, a patent technology heat map generation module, a patent layout optimization modeling module, a patent layout strategy generation module and an information output module; the method adopts the above system, including: obtaining basic information data; establishing the unit's patent layout technology system; generating a patent technology heat map; establishing the unit's patent layout multi-objective optimization model based on the unit's patent layout technology system and the patent technology heat map; solving the optimal strategy for generating the unit's patent layout; realizing multi-objective data analysis and strategy optimization for patent layout; the present invention provides implementation tools and technical basis for intellectual property management, patent layout, and project management.

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 planning is an essential task for research institutes. A scientific and efficient patent strategy is crucial for enhancing their project management, technological research, and market competitiveness. Typical patent strategies include specific blocking and avoidance designs, wall-like structures, carpet-like structures, wraparound structures, and combination structures. Existing research has proposed corresponding patent strategy approaches from the perspectives of corporate strategic management, technological diversity, and implementation methods.

[0004] Existing technologies include a railway project patent portfolio optimization and strategy generation system, a method and device for intellectual property portfolio management during aircraft development, a patent portfolio auxiliary analysis method and system, a method and device for querying enterprise patent portfolios, a computer device and storage medium for patent portfolio analysis, and a patent portfolio analysis system and method. These technologies typically use statistical and informatics methods to analyze patent portfolios, and rarely employ operations research methods to quantify and optimize patent portfolios.

[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 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 address the deficiencies of the existing technology and provide a multi-objective data analysis and strategy optimization system and method for patent layout.

[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 includes:

[0008] 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,

[0009] The information input module is used to receive basic information, including: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data;

[0010] The unit technology system construction 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;

[0011] The patent technology heat map generation module is used to generate a patent technology heat map based on 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;

[0012] 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 and the patent technology heat map;

[0013] The patent layout strategy generation module is used to solve the patent layout multi-objective optimization model to obtain the optimal strategy for the unit's patent layout;

[0014] The information output module is used to publish the patent layout technology system, patent technology heat map and the optimal strategy of the patent layout of the unit.

[0015] The present invention also proposes a multi-objective data analysis and strategy optimization method for patent layout, comprising the following steps:

[0016] Step 1: Obtain basic information data, including: patent landscape analysis data, existing technology layout data of the unit, technology development plan data, and technology R&D cost data;

[0017] Step 2: Based on the basic information data obtained in step 1, establish the patent layout technology system of the unit;

[0018] Step 3: Generate a patent technology heat map based on the patent layout technology system of the unit established in step 2;

[0019] Step 4: Based on the patent layout technology system of the unit established in step 2 and the patent technology heat map generated in step 3, a multi-objective optimization model for the unit's patent layout is established;

[0020] Step 5: Solve the multi-objective optimization model of patent layout established in step 4 to generate the optimal strategy for the unit's patent layout;

[0021] 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.

[0022] Furthermore, the specific methods for establishing the patent layout technology system of the unit as described in step 2 include:

[0023] Step 2-1: Establish a timeline for the development of the unit's patented technology based on the technology development planning data in the basic information obtained in step 1;

[0024] Step 2-2: Based on the timeline, extract specific technology names from the existing technology layout data and technology development plan data of the unit obtained in step 1 as a technology catalog to establish an initial technology system;

[0025] 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.

[0026] Furthermore, the initial technical system described in step 2-2 includes:

[0027] The initial first-level technology catalog, the initial second-level technology catalog, the initial third-level subdivided technology and the technology development timeline; wherein, the initial first-level technology catalog, the initial second-level technology catalog and the initial third-level subdivided technology are in a tree structure, and each technology catalog and subdivided technology corresponds to the technology development timeline on the timeline.

[0028] Furthermore, the patent layout technology system of the unit described in steps 2-3 includes:

[0029] After classification and adjustment, a tree-like structure is formed of a first-level technology catalog, a second-level technology catalog and a third-level subdivided technology. Each technology catalog and subdivided technology corresponds to the technology development timeline on the timeline.

[0030] Furthermore, the specific method for generating the patent technology heat map described in step 3 includes:

[0031] Step 3-1: Set technology popularity thresholds for the first-level technology catalog, second-level technology catalog, and third-level subdivided technology.

[0032] Step 3-2: Based on the patent situation analysis data, the number of patent publications corresponding to the first-level technology catalog, the second-level technology catalog, and the third-level segmented technology are evaluated according to the technology heat threshold. The evaluation results include three types of evaluation: technology intensive, technology weak, and technology gap. The first-level technology catalog, the second-level technology catalog, and the third-level segmented technology are associated with the corresponding evaluation attributes to obtain a patent technology heat map.

[0033] Furthermore, the establishment of the multi-objective optimization model for the patent layout of the unit as described in step 4 includes the following steps:

[0034] Step 4-1, establish the objective function;

[0035] Step 4-2, establishing constraints based on the objective function established in step 4-1;

[0036] 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.

[0037] Furthermore, the objective function described in step 4-1 is established as follows:

[0038] Step 4-1-1: Taking the minimum total technology R&D cost of the unit as the goal, establish the first objective function, which can be expressed as:

[0039]

[0040] in, Indicates 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 three-level segmentation technology set, The time set representing the patent layout of this unit;

[0041] Step 4-1-2: Taking the maximum overall technological advancement of the unit as the goal, establish the second objective function, which can be expressed as:

[0042] ;

[0043] in, Indicates three-level segmentation technology In time The objective function is transformed into a minimization objective function based on the technological advancement within the system. The second objective function is expressed as:

[0044] ;

[0045] Step 4-1-3, with the goal of achieving optimal technical balance within the unit, establish the third objective function, which can be expressed as:

[0046] .

[0047] Furthermore, the constraints established in step 4-2 are as follows:

[0048] Step 4-2-1: Establish technology R&D capability constraints, which means that the number of patents generated by technology R&D cannot exceed the maximum number of patents that the unit can generate. This is the first constraint, which is expressed as follows:

[0049] ;

[0050] in, Indicates time The maximum number of patents that can be generated by the unit;

[0051] Step 4-2-2: Establish a patent quantity constraint, indicating that each of the three-level subdivision technologies must be patented, which is the second constraint condition, as shown below:

[0052] ;

[0053] Step 4-2-3: Establish a patent layout technology system constraint, 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 subdivision technology. This is the third constraint, which is expressed as follows:

[0054] ;

[0055] 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 within 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.

[0056] Furthermore, the establishment of the multi-objective optimization model for the patent layout of the unit described in step 4-3 is expressed as:

[0057] .

[0058] Beneficial effects:

[0059] 1. It provides an implementation tool for intellectual property management and patent layout, which can be easily embedded in 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;

[0060] 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

[0061] The present invention will be further described below in conjunction with the accompanying drawings and specific embodiments, and the above and / or other advantages of the present invention will become more apparent.

[0062] Figure 1This is a diagram of the module composition and internal information relationship of the present invention.

[0063] Figure 2 Flowchart of the method of the present invention.

[0064] Figure 3 The present invention is a flowchart of the method for constructing a unit technology system.

[0065] Figure 4 This is a schematic diagram of the patent layout technology system of this unit established in the embodiments of the present invention.

[0066] Figure 5 This is a flowchart of the patented technology heat map generation method of this invention.

[0067] Figure 6 This is a schematic diagram of the patented technology heat map in an embodiment of the present invention.

[0068] Figure 7 It is a flow chart of the multi-objective optimization modeling method of the present invention. DETAILED DESCRIPTION

[0069] 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.

[0070] 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;

[0071] 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 R&D costs;

[0072] The unit technology system construction module is used to establish the unit's patent layout technology system based on 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;

[0073] The patent technology heat map generation module is used to generate a domestic and foreign patent technology heat map that conforms to the technical field of the unit based on 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;

[0074] 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;

[0075] 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.

[0076] The information output module is used to publish the unit's patent layout technology system, patent technology heat map, and patent layout strategy.

[0077] 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.

[0078] The workstation is used for processing various 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 heat maps), data calculation and human-computer interaction.

[0079] The integrated information access device is used as an interface for information input to the system.

[0080] The present invention also provides a multi-objective optimization method for patent layout, comprising the following steps:

[0081] Step 1: Obtain basic information related to patent layout, including: domestic and foreign patent landscape analysis, as well as the company's existing technology layout, technology development plan, and technology R&D costs;

[0082] 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;

[0083] Step 3: Based on the patent layout technology system established in Step 2, generate a heat map of domestic and foreign patent technologies that are in line with the technical field of the unit, including: technology-intensive areas, technology-weak areas, and technology-blank areas;

[0084] Step 4: 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, establish a multi-objective optimization model for the unit's patent layout;

[0085] Step 5: Solve the multi-objective optimization model of patent layout established in step 4 to generate the patent layout strategy of this unit;

[0086] 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.

[0087] In step 2, the unit technology system construction method includes the following steps:

[0088] Step 2.1: Establish a timeline for the development of the patent technology of the unit based on the technology development timeline in the basic information obtained in step 1;

[0089] 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 currently and in the future 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;

[0090] Step 2.3: Classify the initial first-level technology catalog, initial second-level technology catalog, and initial third-level subdivision 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, which includes: first-level technology catalog, second-level technology catalog, third-level subdivision technology, and technology development timeline.

[0091] In step 3, the patented technology heat map generation method includes the following steps:

[0092] Step 3.1: Based on the patent layout technology system established in Step 2, set technology heat thresholds for the first-level technology catalog, second-level technology catalog, and third-level subdivided technology. This threshold can be used to divide the number of patent publications into equal parts or distribute them in other proportions;

[0093] 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 meets the technical field of the unit, including: technology-intensive areas, technology-weak areas, and technology-blank areas.

[0094] In step 4, the patent layout multi-objective optimization modeling method includes the following steps:

[0095] 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, which is expressed as:

[0096]

[0097] in, The technical R&D cost of the third-level segmented technology i is generally determined by the experts of the unit based on factors such as technical difficulty, R&D goals, and R&D investment. Indicates three-level segmentation technology R&D 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,

[0098] With the goal of maximizing the overall technological advancement of the unit, the objective function for optimizing patent layout is established, which can be expressed as:

[0099]

[0100] in, It represents 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.

[0101] The objective function is transformed into a minimization objective function, which is expressed as:

[0102]

[0103] Taking the best technical balance of the unit as the goal, the objective function of patent layout optimization is established, which is expressed as:

[0104]

[0105] Step 4.2: Based on the objective function established in step 4.1, establish the following constraints:

[0106] This is a constraint on technology R&D capabilities, meaning the number of patents generated by technology R&D 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 segmented technologies is constrained, indicating that each of the three-level segmented technologies must have patents.

[0107] This is a constraint on the patent layout technology system, 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 subdivision 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 subdivision technology to which the technology h in 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 R&D of technology r in the first-level technology catalog within time t;

[0108] 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, which can be expressed as:

[0109] ;

[0110] The present invention also provides a storage medium storing a computer program or instruction, which, when executed, implements the multi-objective optimization method of the patent layout. Example

[0111] like Figure 1 As shown, the present invention discloses a multi-objective data analysis and strategy optimization system for patent layout, comprising:

[0112] 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,

[0113] The information input module is used to receive basic information, including: patent situation analysis data, existing technology layout data of the unit, technology development planning data and technology R&D cost data;

[0114] The unit technology system construction 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;

[0115] The patent technology heat map generation module is used to generate a patent technology heat map based on 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;

[0116] 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 and the patent technology heat map;

[0117] The patent layout strategy generation module is used to solve the patent layout multi-objective optimization model to obtain the optimal strategy for the unit's patent layout;

[0118] The information output module is used to publish the patent layout technology system, patent technology heat map and the optimal strategy of the patent layout of the unit.

[0119] 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:

[0120] Step 1: Obtain basic information data, including: patent landscape analysis data, existing technology layout data of the unit, technology development plan data, and technology R&D cost data;

[0121] Step 2: Based on the basic information data obtained in step 1, establish the patent layout technology system of the unit;

[0122] Step 3: Generate a patent technology heat map based on the patent layout technology system of the unit established in step 2;

[0123] Step 4: Based on the patent layout technology system of the unit established in step 2 and the patent technology heat map generated in step 3, a multi-objective optimization model for the unit's patent layout is established;

[0124] Step 5: Use weighted methods (reference: Hu Yunquan, Guo Yaohuang. Operations Research Tutorial [M]. Beijing: Tsinghua University Press, 1998) and heuristic algorithms (reference: Feng Bin. Multi-objective Optimization of Vehicle Routing with Time Window Constraints [D]. Qinhuangdao: School of Electrical Engineering, Yanshan University, 2023) to solve the multi-objective optimization model for patent layout established in step 4 and generate the optimal strategy for the unit's patent layout;

[0125] 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.

[0126] like Figure 3 As shown, the multi-objective data analysis and strategy optimization method for patent layout disclosed in the present invention, said step 2 proposes a method for constructing a unit technology system, including the following steps:

[0127] Step 2-1: Establish a timeline for the development of the unit's patented technology based on the technology development planning data in the basic information obtained in step 1;

[0128] Step 2-2: Based on the timeline, extract a technology catalog from the existing technology layout data and technology development plan data of the unit obtained in step 1, and establish an initial technology system, including: an initial first-level technology catalog, an initial second-level technology catalog, an initial third-level subdivided technology, and a technology development timeline;

[0129] 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 patent layout technology system of the unit, and obtain the first-level technology catalog, second-level technology catalog and third-level subdivided technology.

[0130] Taking the field of airspace management technology as an example, the schematic diagram of our unit's patent layout technology system is as follows: Figure 4 shown.

[0131] like Figure 5 As shown, the present invention discloses a multi-objective data analysis and strategy optimization method for patent layout. Step 3 proposes a method for generating a patent technology heat map, including the following steps:

[0132] Step 3-1: Set technology popularity thresholds for the first-level technology catalog, second-level technology catalog, and third-level subdivided technology.

[0133] 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 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.

[0134] Taking some technical fields of air traffic control as an example, the patent technology heat map diagram is as follows Figure 6 shown.

[0135] like Figure 7 As shown, the multi-objective data analysis and strategy optimization method for patent layout disclosed in the present invention, said step 4 proposes a multi-objective optimization modeling method for the patent layout of this unit, including the following steps:

[0136] Step 4-1, establish the objective function, as follows:

[0137] Step 4-1-1: Taking the minimum total technology R&D cost of the unit as the goal, establish the first objective function, which can be expressed as:

[0138] ;

[0139] 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 three-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;

[0140] Step 4-1-2: Taking the maximum overall technological advancement of the unit as the goal, establish the second objective function, which can be expressed as:

[0141] ;

[0142] in, represents the technological advancement of the three-level segmentation technology i within time t. The objective function is converted into a minimization objective function, and the second objective function is expressed as:

[0143] ;

[0144] Step 4-1-3, with the goal of achieving optimal technical balance within the unit, establish the third objective function, which can be expressed as:

[0145] ;

[0146] Step 4-2: Based on the objective function established in step 4-1, establish the constraints as follows:

[0147] Step 4-2-1: Establish technology R&D capability constraints, which means that the number of patents generated by technology R&D cannot exceed the maximum number of patents that the unit can generate. This is the first constraint, which is expressed as follows:

[0148] ;

[0149] in, represents the maximum number of patents that the unit can produce within time t;

[0150] Step 4-2-2: Establish a patent quantity constraint, indicating that each of the three-level subdivision technologies must be patented, which is the second constraint condition, as shown below:

[0151] ;

[0152] Step 4-2-3: Establish a patent layout technology system constraint, 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 subdivision technology. This is the third constraint, which is expressed as follows:

[0153] ;

[0154] 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 subdivision technology to which the technology h in 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 R&D of technology r in the first-level technology catalog within time t;

[0155] 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, which can be expressed as:

[0156] ;

[0157] 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.

[0158] Table 1 Information on the patent layout technology system of this unit

[0159]

[0160] Conduct patent deployment strategy optimization for the next five years, with the maximum number of patents that the unit can generate each year set at 50, 60, 70, 80, and 90, respectively. This invention can generate multiple patent deployment optimization strategies, one of which is shown in Table 2, which shows the number of patents deployed each year for each of the three sub-technologies over the next five years.

[0161] Table 2 A patent layout optimization strategy

[0162] ;

[0163] In a specific implementation, the present application provides a computer storage medium and a corresponding data processing unit, wherein the computer storage medium is capable of storing a computer program that, when executed by the data processing unit, executes the invention content of the multi-objective data analysis and strategy optimization system and method for patent layout provided by the present invention, as well as some or all of the steps in each embodiment. The storage medium may be a magnetic disk, an optical disk, a read-only memory (ROM), or a random access memory (RAM).

[0164] Those skilled in the art will clearly understand that the technical solutions in the embodiments of the present invention can be implemented using computer programs and their corresponding general-purpose hardware platforms. Based on this understanding, the technical solutions in the embodiments of the present invention, or the portion that contributes to the prior art, can be embodied in the form of a computer program, i.e., a software product. This computer program software product can be stored in a storage medium and includes instructions for enabling a device including a data processing unit (such as a personal computer, server, single-chip microcomputer, MCU, or network device) to execute the methods described in various embodiments of the present invention or certain portions of these embodiments.

[0165] The present invention provides a multi-objective data analysis and strategy optimization system and method for patent portfolio development. There are numerous methods and approaches for implementing this technical solution. The foregoing is merely a preferred embodiment of the present invention. It should be noted that those skilled in the art may make improvements and modifications without departing from the principles of the present invention, and such improvements and modifications are also within the scope of protection of the present invention. Any components not specified in this embodiment may be implemented using existing technologies.

Claims

1. A multi-objective data analysis and strategy optimization system for patent layout, characterized by: 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, including: 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 construction 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 based on 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 unit's patent layout based on the unit's patent layout technology system 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 unit's patent layout; The information output module is used to publish the patent layout technology system, patent technology heat map and the optimal strategy of the patent layout of the unit.

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 landscape analysis data, existing technology layout data of the unit, technology development plan data, and technology R&D cost data; Step 2: Based on the basic information data obtained in step 1, establish the patent layout technology system of the unit; Step 3: Generate a patent technology heat map based on the patent layout technology system of the unit established in step 2; Step 4: Based on the patent layout technology system of the unit established in step 2 and the patent technology heat map generated in step 3, a multi-objective optimization model for the unit's patent layout is established; Step 5: Solve the multi-objective optimization model of patent layout established in step 4 to generate the optimal strategy for the unit's patent layout; 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. The 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: Establish a timeline for the development of the unit's patented technology based on the technology development planning data in the basic information obtained in step 1; Step 2-2: Based on the timeline, extract specific technology names from the existing technology layout data and technology development plan 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: The initial first-level technology catalog, the initial second-level technology catalog, the initial third-level subdivided technology and the technology development timeline; wherein, the initial first-level technology catalog, the initial second-level technology catalog and the initial third-level subdivided technology are in a tree structure, and each technology catalog and subdivided technology corresponds to the 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 steps 2-3 includes: After classification and adjustment, a tree-like structure is formed of a first-level technology catalog, a second-level technology catalog and a third-level subdivided technology. Each technology catalog and subdivided technology corresponds to the technology development timeline on the timeline.

6. The 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 technology popularity thresholds for the first-level technology catalog, second-level technology catalog, and third-level subdivided technology. Step 3-2: Based on the patent situation analysis data, the number of patent publications corresponding to the first-level technology catalog, the second-level technology catalog, and the third-level segmented technology are evaluated according to the technology heat threshold. The evaluation results include three types of evaluation: technology intensive, technology weak, and technology gap. The first-level technology catalog, the second-level technology catalog, and the third-level segmented technology are associated with the corresponding evaluation attributes to obtain a patent technology heat map.

7. The 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 based on the objective function established in step 4-1; 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.

8. The multi-objective data analysis and strategy optimization method for patent layout according to claim 7, characterized in that: The objective function described in step 4-1 is established as follows: Step 4-1-1: Taking the minimum total technology R&D cost of the unit as the goal, establish the first objective function, which can be expressed as: ； in, Indicates 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 three-level segmentation technology set, The time set representing the patent layout of this unit; Step 4-1-2: Taking the maximum overall technological advancement of the unit as the goal, establish the second objective function, which can be expressed as: ； in, Indicates three-level segmentation technology In time The objective function is transformed into a minimization objective function based on the technological advancement within the system. The second objective function is expressed as: ； Step 4-1-3, with the goal of achieving optimal technical balance within the unit, establish the third objective function, which can be 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, which means that the number of patents generated by technology R&D cannot exceed the maximum number of patents that the unit can generate. This 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 a patent quantity constraint, indicating that each of the three-level subdivision technologies must be patented, which is the second constraint condition, as shown below: ； Step 4-2-3: Establish a patent layout technology system constraint, 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 subdivision technology. This is the third constraint, which is 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 within 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. The 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 unit's patent layout described in step 4-3 is expressed as: 。

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