Platform and method for assisting scientific research project planning, execution and monitoring

By building a comprehensive scientific research platform and integrating scientific research roadmap, toolbox, database and management system, the specificity and resource integration problems of existing systems are solved, efficient planning and monitoring of scientific research projects are achieved, and scientific research efficiency and quality of results are improved.

CN120374020APending Publication Date: 2025-07-25ANHUI ANCE THINK TANK CONSULTING CO LTD
View PDF 6 Cites 0 Cited by

Patent Information

Application Number
CN202311869131.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2023-12-29
Publication Date
2025-07-25

AI Technical Summary

Technical Problem

The existing scientific research systems lack specificity, complex resource integration, seamless interoperability, low utilization of expert resources, insufficient information accuracy and authority, resulting in a decline in scientific research efficiency and quality.

Method used

Build a comprehensive platform including a scientific research roadmap, scientific research toolbox, scientific research database and scientific research management system, integrate a variety of tools and resources, provide strict quality control and expert resource management, and ensure information accuracy and efficient utilization.

Benefits of technology

It realizes efficient planning and monitoring of scientific research projects, improves the convenience of work processes of scientific researchers and the utilization rate of expert resources, ensures the accuracy and authority of information, and improves the quality and conversion efficiency of scientific research results.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN120374020A_ABST
    Figure CN120374020A_ABST
Patent Text Reader

Abstract

The invention discloses a platform and method for assisting scientific research project planning, execution and monitoring. The platform comprises a scientific research route map, at least five scientific research tool boxes, at least eight scientific research databases and at least two scientific research management systems. A 1582 scientific research project planning, executing and monitoring platform system is formed, target users of researchers can be defined, the researchers can be better served, valuable solutions are provided, and high specificity is achieved; information, data and tools from different sources can be mutually connected in an integrated environment, and efficient integration of resources is realized; strict quality control measures can be taken, a convenient and efficient tool is provided, and a professional high-qualification expert database is integrated, so that more valuable contents are provided for users, and qualification expert services are improved; a high utilization rate of expert resources can be formed, high-quality conversion of expert opinions is kept, and efficient utilization and conversion of the expert resources are realized.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] The present invention relates to the technical field of scientific research project R & D management, and particularly to a platform and method for assisting in the planning, execution, and monitoring of scientific research projects. Background Art

[0002] The scientific research system for assisting in the R & D of scientific research projects is an important part of the modern scientific development. The scientific research project R & D system refers to a series of scientific research technologies and management methods developed and improved to promote scientific project research and innovation, which involves multiple aspects such as project establishment, project decision-making, project R & D, and result display, involves multiple personnel such as decision-makers, project researchers, and project scientific researchers, and also involves R & D work in aspects such as scientific research institutions, scientific research projects, scientific research equipment, and relevant policies.

[0003] The importance of the R & D of the scientific research system is self-evident. Scientific research is an important engine for promoting social progress and economic development, and the R & D of a good scientific research system can improve the efficiency and quality of scientific research work, accelerate the transformation and application of scientific research results, enhance the work experience of scientific research personnel, promote cooperation and communication among scientific research personnel, and provide better support and guarantee for scientific research.

[0004] Therefore, it is necessary to establish a scientific research project management system to strengthen the management of project establishment, R & D process, and result transformation process of scientific research projects, and to manage and utilize scientific research routes, scientific research toolboxes, scientific research databases, and scientific research management systems, so as to better support and promote the implementation of scientific research projects and drive scientific and technological development and social progress.

[0005] Existing scientific research system products that are independently planned and developed according to R & D in product R & D management, project management, and knowledge management, such as the Landray knowledge management platform system, lack clear and unique positioning in terms of usage, target users, characteristics, etc., and lack specificity. Due to its independently decoupled planning, resource integration may become complex, and different tools cannot interoperate seamlessly; different tools may use different technical platforms and data formats, making integration complex and difficult; it is impossible to integrate information, data, or tools from different sources well to provide a more comprehensive and efficient knowledge management and application experience; it is not easy to find truly qualified experts for users and the system. Factors such as limited expert time, unwillingness to participate, or not knowing how to contribute, and the system not strictly professionally reviewing the content contributed by experts result in low-quality or inaccurate information being incorporated into the system; in a knowledge base system, although many domain experts are registered as contributors, in actual use, few experts update or contribute new content, resulting in most of the information in the knowledge base being outdated and having low utilization rate; the above system drawbacks not only reduce the availability and professionalism of the system but also cannot maximize its own value.

[0006] The patent document with the publication number CN113988782A discloses a scientific research project management system, which includes a database, a user module, a project management module, and an achievement management module. The database is used to store all data information in the system. The user module is used to set and modify information. The project management module is used to manage the progress of each project. The achievement management module is used to record and manage the information of project achievements. The scientific research project management system described in the present invention can quickly integrate and manage the scientific research project documents and data of an enterprise, standardize the scientific research information, facilitate query and analysis, and conduct good planning and guidance based on scientific and prepared data. However, it also has the following problems: 1. Lack of resource integration; 2. Lack of specificity in projects; 3. Difficulty in finding highly qualified experts and low utilization rate of expert resources. Summary of the Invention

[0007] The purpose of the present invention is to provide a platform and method for assisting in the planning, execution, and monitoring of scientific research projects, solve the problems, form a complete integrated solution platform for scientific research projects, provide solutions for scientific research projects, and provide a more convenient and efficient work process for scientific research personnel, so as to improve the efficiency and quality of scientific research project development.

[0008] The purpose of the present invention can be achieved through the following technical solutions: A method for assisting in the planning, execution, and monitoring of scientific research projects, including the steps of:

[0009] S1. Construct a scientific research roadmap to plan and display the steps, goals, schedules, and key milestones of scientific research projects for a period of time in the future;

[0010] S2. Integrate at least five scientific research toolboxes around the scientific research roadmap to help researchers collect and analyze scientific research project data, investigate, research, and evaluate the reliability and accuracy of scientific research projects, and revise the scientific research roadmap;

[0011] S3. Integrate at least eight scientific research databases around the revised scientific research roadmap to provide rich and systematic research resource data for scientific research projects;

[0012] S4. Adopt at least two scientific research management systems to integrate, organize, store, and share scientific research project research resource data, manage various data, documents, notes, and ideas generated by scientific research personnel during the process of scientific research projects; integrate, standardize, track, and manage scientific research project funds, personnel, and achievements.

[0013] Furthermore: The scientific research roadmap includes four achievement types, six core constructs, and five key steps of scientific research projects, where:

[0014] The four achievement types are: strategic research reports, development planning texts, policy research reports, and consultation reports;

[0015] The six core constructions are: background construction, purpose construction, content construction, method construction, logic construction and expression construction;

[0016] The five key steps are: project communication, project application, project execution management, project acceptance and project completion.

[0017] Further: the scientific research toolboxes are 5, including:

[0018] The Investigation Toolbox integrates a variety of tools, methods and resources used by researchers when conducting investigations or collecting data for scientific research projects;

[0019] Research toolbox, which integrates various tools and methods used by researchers to conduct research and data analysis for scientific research projects;

[0020] Policy toolbox, integrating policies involved in the entire process of scientific research project implementation;

[0021] Evaluation toolbox, integrating various evaluation tools and methods used in scientific research projects;

[0022] The visual expression toolbox is used to convert scientific research project data, information, and research results into visual forms to assist decision makers in making decisions.

[0023] Further: There are 8 scientific research databases, including:

[0024] Research resource library, which collects authoritative information and multi-dimensional data, and provides rich, integrated and systematic research resource support for think tank report library;

[0025] Research template library, upload and create scientific research project research, planning, application and evaluation reports to form semi-standardized research templates;

[0026] Research results database, which collects cases of strategic planning, research projects, evaluation and review, advisory reports, policy research, application plans and service plans;

[0027] Think tank report library, which collects valuable research reports produced by third-party research institutions and provides comprehensive reference for scientific researchers;

[0028] Scientific research expert database, which centrally stores, manages and maintains information on experts in the scientific research field;

[0029] Internal training and external publicity work library, collecting courseware and related supporting materials used in scientific research personnel training and lecture exchanges;

[0030] The system and norms database collects system documents related to various departments and companies, making it convenient for researchers to query and understand systems and norms;

[0031] Improvement Suggestion Library, which collects opinions and suggestions on company systems, norms, project execution, and customer maintenance for the reference of company decision-makers.

[0032] Furthermore, there are 2 scientific research management systems, including:

[0033] Scientific research production system, which is used to integrate, organize, store, and share scientific research project resource data, and manage various data, literature, notes, and ideas generated by scientific research personnel during the process of scientific research projects;

[0034] Scientific research management system, which is used to integrate, standardize, track, and manage scientific research project funds, personnel, and achievements.

[0035] Furthermore, the scientific research production system includes:

[0036] Data storage and sharing unit, which is used to store and share experimental data, simulation results, and survey data;

[0037] Citation and reference management unit, which helps scientific research personnel manage cited and reference literature and automatically generates lists of cited literature and references;

[0038] Knowledge sharing and collaboration unit, which is used for knowledge sharing, discussion, and collaboration among scientific research personnel;

[0039] Visualization tool unit, which provides chart and image visualization tools to help scientific research personnel better display data and results.

[0040] Furthermore, the scientific research management system includes:

[0041] Project management unit, which is used to plan, track, and manage the progress, task assignment, and schedule of scientific research projects;

[0042] Personnel management unit, which is used to manage the information, roles, and contributions of scientific research teams;

[0043] Fund management unit, which is used to manage the budget and usage of funds for scientific research projects;

[0044] Achievement management unit, which is used to record and manage the papers, patents, and report achievements of scientific research projects;

[0045] Security and privacy protection unit, which ensures the security and privacy of data.

[0046] A platform for assisting in the planning, execution, and monitoring of scientific research projects, including:

[0047] 1 scientific research roadmap, which is used to plan and display the steps, goals, schedule, and key milestones of scientific research projects within a certain period in the future;

[0048] At least 5 scientific research toolkits, which are used to assist researchers in collecting and analyzing data for scientific research projects, investigating, researching, and evaluating the reliability and accuracy of scientific research projects, and assisting decision-makers in revising the scientific research roadmap;

[0049] At least 8 scientific research databases, which provide rich and systematic research resource data for the development of scientific research projects by scientific research personnel;

[0050] At least 2 scientific research management systems, which are used to integrate, organize, store, and share scientific research project resource data, manage various data, documents, and notes generated by scientific research personnel during the development of scientific research projects; track, manage, and standardize the funds, personnel, and achievements of scientific research projects.

[0051] Furthermore: There are 2 scientific research management systems, including:

[0052] A scientific research production system, which is used to integrate, organize, store, and share scientific research project resource data, and manage various data, documents, notes, and ideas generated by scientific research personnel during the scientific research project process;

[0053] A scientific research management system, which is used to integrate, standardize, track, and manage the funds, personnel, and achievements of scientific research projects.

[0054] Furthermore: The scientific research production system includes:

[0055] A data storage and sharing unit, which is used to store and share experimental data, simulation results, and survey data;

[0056] A citation and reference management unit, which helps scientific research personnel manage cited and referenced documents and automatically generates lists of cited documents and references;

[0057] A knowledge sharing and collaboration unit, which is used for knowledge sharing, discussion, and collaboration among scientific research personnel;

[0058] A visualization tool unit, which provides chart and image visualization tools to help scientific research personnel better display data and results;

[0059] The scientific research management system includes:

[0060] A project management unit, which is used to plan, track, and manage the progress of scientific research projects, task assignment, and schedule;

[0061] A personnel management unit, which is used to manage the information, roles, and contributions of scientific research teams;

[0062] A funds management unit, which is used to manage the budget and usage of funds for scientific research projects;

[0063] An achievement management unit, which is used to record and manage the papers, patents, and report achievements of scientific research projects;

[0064] The security and privacy protection unit safeguards the security and privacy of data.

[0065] Advantages of the present invention:

[0066] The present invention adopts 1 scientific research roadmap, 5 scientific research toolboxes, 8 scientific research databases and 2 scientific research management systems to form a "1582" platform system for scientific research project planning, execution and monitoring. Supported by the platform operation and maintenance system, it can clarify the target users of scientific research personnel, locate a complete scientific research route to solve integrated professional tools, better serve scientific research personnel, provide valuable solutions, and has high specificity; it can connect information, data and tools from different sources with each other in an integrated environment, provide a more convenient and efficient workflow for scientific research personnel, and realize the efficient integration of resources; it can adopt strict quality control measures, including professional review, appropriate contributor recruitment strategies, and a verification mechanism for contributor identities, provide convenient and efficient tools, give play to the advantages of system advancement, integrate a professional high-quality expert database, improve the accuracy and authority of information in the knowledge base system, so as to provide more valuable content for users and improve the service of qualified experts; it can form a high utilization rate of expert resources. The knowledge base system can better maintain the update and quality of content, so as to provide more valuable information and experience for users, keep the high-quality implementation and transformation of expert opinions, and efficiently utilize and transform expert resources. Brief description of the drawings

[0067] Figure 1 It is a schematic structural diagram of a platform for assisting in the planning, execution and monitoring of scientific research projects according to the present invention;

[0068] Figure 2 It is a schematic flowchart of a method for assisting in the planning, execution and monitoring of scientific research projects according to the present invention;

[0069] Figure 3 It is a schematic structural diagram of the scientific research roadmap according to the present invention;

[0070] Figure 4 It is a schematic structural diagram of the scientific research production system according to the present invention;

[0071] Figure 5 It is a schematic structural diagram of the scientific research management system according to the present invention. Detailed implementation manners

[0072] The embodiments of the present invention are described in detail below. The examples of the embodiments are shown in the drawings, in which the same or similar symbols represent the same or similar elements or elements with the same or similar functions from beginning to end. The embodiments described below by referring to the drawings are exemplary and are only used to explain the present invention and should not be construed as a limitation to the present invention.

[0073] Such as Figures 1-5As shown in the figure, the present invention discloses a platform for assisting in the planning, execution, and monitoring of scientific research projects, such as Figure 1 shown, including:

[0074] 1 scientific research roadmap, which is used to plan and display the steps, goals, timelines, and key milestones of scientific research projects within a certain period of time in the future;

[0075] At least 5 scientific research toolkits, which are used to help researchers collect and analyze data of scientific research projects, investigate, research, and evaluate the reliability and accuracy of scientific research projects, and assist decision-makers in modifying the scientific research roadmap;

[0076] At least 8 scientific research databases, which provide rich and systematic research resource data for the development of scientific research projects by scientific research personnel;

[0077] At least 2 scientific research management systems, which are used to integrate, organize, store, and share scientific research project resource data, manage various data, documents, and notes generated by scientific research personnel during the development of scientific research projects; track, manage, and standardize the funds, personnel, and achievements of scientific research projects.

[0078] A method for assisting in the planning, execution, and monitoring of scientific research projects, such as Figure 2 shown, including:

[0079] S1. Construct 1 scientific research roadmap to plan and display the steps, goals, timelines, and key milestones of scientific research projects within a certain period of time in the future;

[0080] S2. Around the scientific research roadmap, integrate at least 5 scientific research toolkits to help researchers collect and analyze data of scientific research projects, investigate, research, and evaluate the reliability and accuracy of scientific research projects, and modify the scientific research roadmap;

[0081] S3. Around the modified scientific research roadmap, integrate at least 8 scientific research databases to provide rich and systematic research resource data for scientific research projects;

[0082] S4. Adopt at least 2 scientific research management systems to integrate, organize, store, and share scientific research project research resource data, manage various data, documents, notes, and ideas generated by scientific research personnel during the scientific research project process; integrate, standardize, track, and manage the funds, personnel, and achievements of scientific research projects.

[0083] Such as Figure 1 shown, the system platform may include 1 scientific research roadmap, 5 scientific research toolkits, 8 scientific research databases, and 2 scientific research management systems. With the support of the platform operation and maintenance support system, the overall architecture design of the "1582" scientific research platform is formed.

[0084] A scientific research roadmap refers to a strategic plan that outlines and presents the steps, goals, timelines, and key milestones to be taken in a scientific research project or field over a period of time. It helps researchers, decision-makers, and research institutions clarify their research directions, allocate resources rationally, and achieve their desired goals.

[0085] As Figure 3 shown, the main content of a scientific research roadmap can include four types of research results, six core components, and five key steps for a scientific research project, where:

[0086] The four types of research results are: strategic research reports, development planning texts, policy research reports, and advisory reports.

[0087] Strategic research reports cover strategic analysis and recommendations regarding a specific field, organization, market, or issue. They aim to provide in-depth insights to support decision-makers such as management or other stakeholders in formulating and implementing effective strategic plans.

[0088] Development planning texts describe the development goals, strategies, plans, and actions of individuals, organizations, regions, or countries involved in a scientific research project over a period of time in the future. They are used to guide the direction of future development, ensure the effective allocation of resources and coordination of actions when achieving the goals of the scientific research project, and adapt to the changing environment.

[0089] Policy research reports conduct in-depth analysis and evaluation of specific policy areas or issues, providing insights and recommendations on policy formulation, implementation, and effectiveness. They aim to provide important information on policy issues to decision-makers, researchers, etc. to support rational decision-making and actions.

[0090] Advisory reports are based on research and investigations. Regarding major practical issues in economic and social development, they put forward countermeasures and suggestions with forward-looking, innovative, and strong operability, forming research results that have important reference value for decision-making. The purpose is to provide comprehensive and reliable information to decision-makers to support them in making wise decisions during the process of policy formulation and implementation.

[0091] The six core components are: background construction, purpose construction, content construction, method construction, logical construction, and expression construction.

[0092] Background construction clearly depicts the origin of the research project, the requirements of the entrusting party, the practical frontiers and representative institutions in the relevant field, the theoretical frontiers and representative figures, and a preliminary judgment on the future development environment.

[0093] Purpose construction gives the purpose of the scientific research project and the normative requirements for expressing the significance of the scientific research project construction;

[0094] Content construction uses several conceptual models to form general templates for different types of results, and clearly gives the judgment basis for using different templates.

[0095] Method construction proposes methods such as literature research, focus groups, expert interviews, questionnaires, experimental research, etc. that are available for selection and sufficient to support content research according to the needs of content construction.

[0096] Logical construction clearly depicts the requirements of the logical chain running through all parts of the text results, as well as the connection specifications of each part node.

[0097] Expression construction clarifies one or more forms of expression of the target results, and gives the processes and specifications for the visualization of ideas and data.

[0098] The five key steps are: project communication, project application, project execution management, project acceptance, and project conclusion.

[0099] Project communication is for the scientific research project institution and the entrusting party to establish a clear communication channel, deeply understand the goals, scope, expected results and other key elements of the scientific research project, and clarify the project research needs of the entrusting party.

[0100] Project application refers to the preliminary research of the project, drafting project proposals (such as application forms, tender documents, etc.), conducting internal communication, modifying and improving the research plan, and submitting the application, etc.

[0101] Project execution management includes aspects such as the start of a scientific research project, data collection, data statistics, data analysis, and completion of research reports.

[0102] Project acceptance is to submit a review draft according to the requirements of the entrusting party and participate in the acceptance or review meeting.

[0103] Project conclusion is to summarize, evaluate and report on the overall work, results and effects of the project, as well as subsequent matters.

[0104] 5 scientific research toolboxes are used to help researchers collect and analyze data for scientific research projects, investigate, study and evaluate the reliability and accuracy of scientific research projects, and assist decision-makers in revising the scientific research roadmap, including:

[0105] The survey toolbox integrates various tools, methods and resources used by researchers in scientific research project surveys or data collection. The survey toolbox refers to the collection of various tools, methods and resources used in research, investigation or data collection, which can help researchers effectively collect and analyze data and ensure the reliability and accuracy of research; such as literature survey tools, meta-problem boundary analysis tools, three-level data coding analysis tools, questionnaire survey tools, expert interview outlines and expert Delphi survey tools, etc.

[0106] Research toolbox, which integrates various tools and methods used by researchers in scientific research projects and data analysis. The research toolbox can cover all aspects such as research design, data collection, analysis, and interpretation, helping researchers conduct research work systematically and ensuring the quality and reliability of the research; for example: PEST*SWOT matrix analysis, SAFE criteria, etc.

[0107] Policy toolbox, which integrates the policies involved in the whole process of scientific research projects. The policy toolbox can help decision-makers better understand problems, analyze options, formulate policies, implement measures, and evaluate policy effects, etc. The policy toolbox provides support for the whole process of scientific research project policy formulation to ensure the formulation of feasible, effective, and sustainable policy solutions; for example: public goods matrix, policy tool map, etc.

[0108] Evaluation toolbox, which integrates various evaluation tools and methods used in scientific research projects; evaluation tools help evaluators systematically collect, analyze, and interpret data, so as to evaluate the achievement of goals, effects, and benefits. The evaluation toolbox covers different types of evaluations, such as project evaluation, policy evaluation, program evaluation, etc.

[0109] Visualization expression toolbox, which is used to transform the data, information, and research results of scientific research projects into visual forms to assist decision-makers in making decisions. The achievement visualization expression toolbox refers to a collection of a series of tools, methods, and resources used to transform data, information, research results, etc. into visual forms, so as to convey them to decision-makers or stakeholders more clearly and vividly. These tools can help researchers, decision-makers, project institutions, etc. present complex content in an easy-to-understand way, so as to better transmit information and inspire insights; for example: graphic templates such as strategic roadmaps, table templates such as genealogy and typology, and text templates, etc.

[0110] The 8 scientific research databases include: research resource library, research template library, research achievement library, think tank report library, scientific research expert library, internal training and external publicity works library, system specification library, and improvement suggestion library.

[0111] Among them, the connotation of the research resource library is defined as being used to collect authoritative information and multi-dimensional data to provide rich, integrated, and systematic research resource support for the think tank report library.

[0112] The extension classification of the research resource library sets up 6 sub-libraries according to the type of research resources, including policy document sub-library, statistical data sub-library, research literature sub-library, research report (internal intermediate product) sub-library, interview record sub-library, and other resource sub-library.

[0113] The characteristics of the research resource library construction and operation and maintenance include high update and query frequencies. The collection, creation, query, reading, and download of various research resources run through the entire process of project execution. Therefore, the update and query frequencies are relatively high. Thus, this database supports multiple people to create, query, read, and download simultaneously and automatically saves browsing information synchronously, etc.; the resources need to be ensured reliable and without intellectual property disputes. All kinds of research resources must ensure reliable, authoritative sources with references, so as not to cause information or data errors in research, etc.; at the same time, it is necessary to ensure that they come from public channels, internal achievements, property rights purchases, free grants, or authorized uses, etc., to ensure that there are no property rights disputes in resource use, etc.; it supports multiple types of searches. During project execution, various resources are needed, but it is difficult for project titles to cover all the resources required in the report. Therefore, functions such as fuzzy search and associated search in addition to full-text search are set up. At the same time, functions such as search memory are set up to facilitate directly selecting the search when the same resource needs to be searched again next time, without repeated searches, avoiding repeated uploads, and setting up a precise identification and interception reminder function for repeatedly uploaded files to prevent different creators from uploading the same file.

[0114] The main sources of resources included in the research resource library are various resources collected during task execution and uploaded for creation. Executors of internal and external projects and tasks upload various resources collected during task execution into the library in a timely manner according to the sub-library types; it also includes daily collection and upload. Useful and effective resources discovered and collected by researchers during daily study and reading can be actively uploaded into the library.

[0115] The connotation of the research template library is defined as mainly uploading, creating, and collecting semi-standardized research templates that have been formed for various projects such as subject research, planning, application, and evaluation reports, providing semi-standardized products for researchers to facilitate newcomers to become familiar with and execute quickly.

[0116] The extension classification of the research template library sets up 6 sub-libraries according to the types of research resources, including the subject research semi-standard template sub-library, the planning semi-standard template sub-library, the application template sub-library, the evaluation report template sub-library, the research report template sub-library, and the other semi-standard template sub-library.

[0117] The characteristics of the research template library construction and operation and maintenance include: irregular updates. The update time of semi-standardized templates depends on whether the project can form semi-standardized products and the formation time of semi-standardized templates. Therefore, the creation and update are uncertain; the upload formats are unified. Since semi-standardized templates are internal achievements formed by condensing projects, unified formats are adopted for upload and creation, such as word or PDF; the download permission is closed. Semi-standardized products are achievements with complete independent intellectual property rights formed within each department and do not set download permissions or functions, but can be fully viewed.

[0118] The main sources of resources included in the research template library are semi-standardized templates formed by precipitating and refining the achievements of each internal department over the years.

[0119] The connotation of the research achievement database is defined as mainly including achievement cases such as strategic planning, project research, evaluation and review, policy advice reports, policy research, application plans, and service plans.

[0120] The extension classification of the research achievement database is as follows: classified by type into strategic planning, project research, evaluation and review, policy advice reports, policy research, application plans, and service plans (including customer plans and tendering plans); classified by field into regional economy, industrial economy, public services, agriculture and rural areas, social governance, business environment, project planning, finance and banking, etc. Classified by region into national, provincial, municipal, county (city, district) and below, as well as international, etc.

[0121] The characteristics of the construction and operation and maintenance of the research achievement database include: timely update. The collection, creation, query, reading, and download of various research resources run through the whole process of project implementation. Therefore, the update and query frequencies are relatively high. Thus, this database supports multiple people to create, query, read, and download simultaneously and automatically saves browsing information synchronously, etc.; data accuracy, the uploaded information is accurate and error-free, and the data classification is accurate and scientific; information security, appropriate protection and security measures are taken for the achievement information in the fields of scientific research, projects, innovation, etc. to prevent unauthorized access, leakage, or theft.

[0122] The main sources of the resources collected in the research achievement database include the achievement information of various existing company projects.

[0123] The connotation of the think tank report database is defined as mainly collecting valuable research reports produced by the government, enterprises, and third-party research institutions such as domestic and foreign think tanks, universities, research institutes, and industry organizations, providing comprehensive references for scientific research.

[0124] The extension classification of the think tank report database is as follows: according to the key fields of the Social Sciences (Strategy) Business Unit, 5 sub-databases are set up, including the Regional and Urban Research Report Database, the Industrial Economy Research Report Database, the Three Rural Issues and Social Governance Research Report Database, the Business Environment Research Report Database, and the Other Research Report Database.

[0125] The characteristics of the construction and operation and maintenance of the think tank report database include: high update and query frequencies. The collection and reference of research reports run through the whole process of project implementation. The implementers may upload high-quality research reports they have collected at any time, and may also need to query, read, and download the materials in the report database at any time. The database needs to support multiple people to upload and query simultaneously and save data in a timely manner; publicly available channel materials can be downloaded in full or in part. For publicly released research reports, download options are provided to facilitate users to conduct in-depth research on some content or data of the reports; full-text search and fuzzy search are supported. In project research, various data and materials may be needed. Many times, the report title is difficult to cover the content of the report. Full-text search and fuzzy search can improve the usage efficiency of the report database.

[0126] The main sources of the resources included in the think tank report library are as follows: during the task execution process, the executors of internal and external projects and tasks collect and upload various high-quality research reports collected during the task execution into the library; and during daily collection and upload, researchers can actively upload high-quality research reports collected during their daily study and reading into the library.

[0127] The connotation of the scientific research expert database is defined as a database that centrally stores, manages, and maintains the information of experts in the field of scientific research. It aims to provide a resource-rich and easily accessible platform for research institutions, enterprises, government agencies, etc., so as to identify and contact experts in related fields for activities such as cooperation, consultation, and review.

[0128] The extension classification of the scientific research expert database includes: by type, such as government, universities, enterprises, associations, etc.; by field, such as regional economy, industrial economy, public services, agriculture and rural areas, social governance, business environment, project planning, finance and banking, etc.; by region: national, provincial, municipal, county (city, district) and below, as well as international, etc.

[0129] The characteristics of the construction and operation and maintenance of the scientific research expert database include: data confidentiality. In the fields of scientific research, business, government, etc., the confidentiality of expert information is crucial for protecting personal privacy, intellectual property rights, and data security. The system supports the protection and confidentiality of experts' personal information, academic research achievements, intellectual property rights, etc., to prevent unauthorized access, leakage, or abuse; cross-field cooperation. Scientific research institutions, enterprises, etc. can find experts in the appropriate fields through the expert database for collaborative research, consultation, project cooperation, etc. At the same time, experts in different fields can also be connected to promote interdisciplinary cooperation and innovation; restricted sharing scope of expert information. The scientific research expert database collects and records the personal information of experts in various fields, including names, research fields, academic backgrounds, published papers, research achievements, etc. When sharing expert information, the sharing scope of the information is restricted, and only necessary information is shared.

[0130] The main sources of the resources included in the scientific research expert database are as follows: the information of experts and scholars currently owned by the company, and the experts and scholars newly visited and maintained by scientific research personnel, etc.

[0131] The connotation of the internal training and external publicity works library is defined as mainly collecting the courseware and related supporting materials used in the training of scientific research personnel and external lecture exchanges.

[0132] The extension classification of the internal training and external publicity works library includes: the training courseware library and the dissemination courseware library.

[0133] The characteristics of the construction and operation and maintenance of the internal training and external publicity work library include: multi-type differentiation, and each sub-library contains two types of materials, namely internal courseware and publicly available courseware. For basic internal training and external lectures and exchanges in public occasions, the courseware materials are basically publicly available and should allow downloading for learning. Courseware materials with high information content or those inconvenient to be made public should only be viewed in the database; the individual files are relatively large. Generally, courseware is larger than text documents, and some courseware may be stored in the form of screen recordings, and a single file may reach several hundred megabytes or even exceed 1GB, which requires high requirements for uploading and online playback; it supports multiple people to view and learn simultaneously. When the courseware is highly relevant to scientific research work or a specific project work, several people may learn the same courseware at the same time, and the system supports online multi-person viewing and learning.

[0134] The main sources of the resources included in the internal training and external publicity work library are as follows: during the training of scientific research personnel, the courseware and teaching materials used by internal and external lecturers; during the upload of external lectures and exchanges, the courseware and related materials used by the speakers, etc.

[0135] Regarding the connotation definition of the system specification library, the system specification database contains the relevant system documents of each department and the company, which is convenient for users to query and understand the systems and specifications.

[0136] The extension classification of the system specification library includes: setting sub-libraries according to the types of system documents, and setting up project management system libraries, performance appraisal management system libraries, learning and training system libraries, company system libraries and other system libraries.

[0137] The characteristics of the construction and operation and maintenance of the system specification library include: dynamic update. Since the system specifications will be updated regularly with the development of the company and departments, the system supports the dynamic update function; permission control. The system library pays more attention to confidentiality. Whether it is project management specifications, performance appraisal or training plans, they are all internal resources and achievements. To prevent the leakage of relevant information during use, different permissions are set for different levels.

[0138] The main sources of the resources included in the system specification library are the existing department and company system documents.

[0139] Regarding the connotation definition of the improvement suggestion library, the improvement suggestion library mainly collects various opinions and suggestions on company systems, specifications, project implementation, customer maintenance, etc., for the company's decision-making reference.

[0140] The extension classification of the improvement suggestion library includes: classified by type into company and each business unit libraries; classified by field into operation and management, cultural construction, technological progress, learning and growth, system improvement, etc.

[0141] The characteristics of the construction and operation and maintenance of the improvement suggestion library include: public transparency, the improvement suggestion library is open at all times, and employees at all levels of the company can access it and have the right to put forward opinions and suggestions; the principle of confidentiality, adhere to the principle of confidentiality, and pay attention to confidentiality at the company level or database maintenance level for the opinions and suggestions put forward by individuals; timeliness, pay attention to timeliness, process opinions and suggestions in a timely manner, and implement them to specific departments or individuals; the main sources of the included resources, opinions and suggestions put forward by personnel in each department.

[0142] The 2 scientific research management systems are the scientific research production system and the scientific research management system.

[0143] Such as Figure 4 As shown, the scientific research production system is a tool or platform for integrating, organizing, storing, and sharing scientific research-related information and knowledge. It aims to help scientific research personnel more effectively manage various data, literature, notes, ideas, etc. generated during the scientific research process, so as to improve the efficiency and quality of scientific research work.

[0144] The scientific research production system includes: a data storage and sharing unit for storing and sharing experimental data, simulation results, survey data, etc.; a citation and reference management unit to help scientific research personnel manage cited and referenced literature and automatically generate citation and reference lists; a knowledge sharing and collaboration unit that can promote knowledge sharing, discussion, and collaboration among team members and improve team efficiency; a visualization tool unit that provides chart and image visualization tools to help scientific research personnel better display data and results.

[0145] Such as Figure 5 As shown, the scientific research management system is a computerized system for standardizing, integrating, tracking, and managing information such as scientific research projects, funds, personnel, and achievements. It aims to help research institutions, scientific research teams, etc. more effectively conduct scientific research management and improve the efficiency and quality of scientific research work.

[0146] The scientific research management system includes: a project management unit for planning, tracking, and managing the progress of scientific research projects, task allocation, and schedules, etc.; a personnel management unit for managing information, roles, and contributions of scientific research teams, etc., to help scientific research teams cooperate; a funds management unit for managing the budget and usage of scientific research project funds to ensure the reasonable use and supervision of scientific research funds; an achievement management unit for recording and managing the papers, patents, and report achievements of scientific research projects to prevent achievements from being lost or omitted; a security and privacy protection unit to ensure the security and privacy of data and prevent sensitive information from being accessed without authorization.

[0147] The present invention adopts one scientific research roadmap, five scientific research toolkits, eight scientific research databases and two scientific research management systems to form a "1582" platform system for scientific research project planning, execution and monitoring. Supported by the platform operation and maintenance system, it can clarify the target users of scientific research personnel, locate a complete scientific research route to solve integrated professional tools, better serve scientific research personnel, provide valuable solutions, and has high specificity; it can connect information, data and tools from different sources to each other in an integrated environment, provide a more convenient and efficient workflow for scientific research personnel, and achieve efficient integration of resources; it can adopt strict quality control measures, including professional review, appropriate contributor recruitment strategies, and contributor identity verification mechanisms, provide convenient and efficient tools, give play to the advantages of system advancement, integrate a professional high-quality expert database, and improve the accuracy and authority of information in the knowledge base system, so as to provide more valuable content for users and improve the service of high-quality experts; it can form a high utilization rate of expert resources, and the knowledge base system can better maintain the update and quality of content, so as to provide more valuable information and experience for users, keep the high-quality implementation and transformation of expert opinions, and efficiently utilize and transform expert resources.

[0148] The above is only a preferred specific embodiment of the present invention, but the protection scope of the present invention is not limited thereto. Any person skilled in the art within the technical scope disclosed by the present invention, according to the technical solution and inventive concept of the present invention, makes equivalent substitutions or changes, and should be covered by the protection scope of the present invention.

[0149] It should be understood that the orientation or positional relationship indicated by the terms "center", "longitudinal", "transverse", "length", "width", "thickness", "upper", "lower", "front", "rear", "left", "right", "vertical", "horizontal", "top", "bottom", "inner", "outer", "clockwise", "counterclockwise", "axial", "radial", "circumferential", etc. is based on the orientation or positional relationship shown in the drawings, and is only for the convenience of describing the present invention and simplifying the description, rather than indicating or implying that the device or element referred to must have a specific orientation, be constructed and operated in a specific orientation, and therefore should not be construed as a limitation to the present invention.

[0150] In addition, the terms "first" and "second" are only used for descriptive purposes, and cannot be understood as indicating or implying relative importance or implicitly specifying the quantity of the indicated technical features. Thus, the features defined with "first" and "second" may explicitly or implicitly include at least one of such features. In the description of the present invention, "a plurality" means at least two, such as two, three, etc., unless otherwise specifically defined.

[0151] In the present invention, unless otherwise clearly defined or limited, terms such as "installed", "connected", "joined", "fixed", etc. shall be understood in a broad sense. For example, it may be a fixed connection, a detachable connection, or integrated; it may be a mechanical connection, an electrical connection, or communicable with each other; it may be directly connected, or indirectly connected through an intermediate medium, and it may be the communication inside two elements or the interaction relationship between two elements, unless otherwise clearly defined. For those of ordinary skill in the art, the specific meanings of the above terms in the present invention may be understood according to specific circumstances.

[0152] In the present invention, unless otherwise clearly defined or limited, the first feature being "on" or "under" the second feature may be that the first and second features are in direct contact, or the first and second features are indirectly in contact through an intermediate medium. Moreover, the first feature being "above", "over" and "on top of" the second feature may be that the first feature is directly above or obliquely above the second feature, or merely indicates that the horizontal height of the first feature is higher than that of the second feature. The first feature being "under", "below" and "beneath" the second feature may be that the first feature is directly below or obliquely below the second feature, or merely indicates that the horizontal height of the first feature is lower than that of the second feature.

Claims

1. A method for assisting in the planning, execution, and monitoring of scientific research projects, characterized in that, Includes steps: S1. Build a research roadmap to plan and display the steps, goals, timetables and key milestones of research projects in the future; S2. Integrate at least 5 research toolboxes around the research roadmap to help researchers collect and analyze research project data, investigate, study and evaluate the reliability and accuracy of research projects, and revise the research roadmap; S3. Based on the revised scientific research roadmap, integrate at least 8 scientific research databases to provide rich and systematic research resource data for scientific research projects; S4. Use at least two scientific research management systems to integrate, organize, store and share research resource data of scientific research projects, manage the various data, documents, notes and ideas generated by researchers in the course of scientific research projects; integrate, standardize, track and manage scientific research project funds, personnel and results.

2. The method for assisting in the planning, execution, and monitoring of scientific research projects according to claim 1, wherein: The research roadmap includes four types of research results, six core constructions and five key steps, among which: The four types of outputs are: strategic research reports, development planning texts, policy research reports and advisory reports; The six core constructions are: background construction, purpose construction, content construction, method construction, logic construction and expression construction; The five key steps are: project communication, project application, project execution management, project acceptance and project completion.

3. A method for assisting in the planning, execution, and monitoring of scientific research projects according to claim 1, characterized in that: There are 5 scientific research toolboxes, including: The Investigation Toolbox integrates a variety of tools, methods and resources used by researchers when conducting investigations or collecting data for scientific research projects; Research toolkits, which integrate various tools and methods used by researchers to conduct research and data analysis for scientific research projects; Policy toolbox, integrating policies involved in the entire process of scientific research project implementation; Evaluation toolbox, integrating various evaluation tools and methods used in scientific research projects; The visual expression toolbox is used to convert scientific research project data, information, and research results into visual forms to assist decision makers in making decisions.

4. A method for assisting in the planning, execution, and monitoring of scientific research projects according to claim 1, characterized in that: There are 8 scientific research databases, including: Research resource library, which collects authoritative information and multi-dimensional data, and provides rich, integrated and systematic research resource support for think tank report library; Research template library, upload and create scientific research project research, planning, application and evaluation reports to form semi-standardized research templates; Research results database, which collects cases of strategic planning, research projects, evaluation and review, advisory reports, policy research, application plans and service plans; Think tank report library, which collects valuable research reports produced by third-party research institutions and provides comprehensive reference for scientific researchers; Scientific research expert database, which centrally stores, manages and maintains information on experts in the scientific research field; Internal training and external publicity work library, collecting courseware and related supporting materials used in scientific research personnel training and lecture exchanges; The system and norms database collects system documents related to various departments and companies, making it convenient for researchers to query and understand systems and norms; Improve the suggestion library to collect opinions and suggestions on company systems, regulations, project execution and customer maintenance for reference by company decision makers.

5. A method for assisting in the planning, execution, and monitoring of scientific research projects according to claim 1, characterized in that: There are two scientific research management systems, including: The scientific research production system is used to integrate, organize, store and share scientific research project resource data, and manage various data, documents, notes and ideas generated by researchers during the scientific research project process; A scientific research management system for integrating, standardizing, tracking, and managing the funds, personnel, and achievements of scientific research projects.

6. A method for assisting in the planning, execution, and monitoring of scientific research projects according to claim 5, characterized in that: The scientific research and production system includes: A data storage and sharing unit for storing and sharing experimental data, simulation results, and survey data; A citation and reference management unit to assist researchers in managing cited and referenced literature and automatically generating lists of cited and reference literature; A knowledge sharing and collaboration unit for knowledge sharing, discussion, and collaboration among researchers; A visualization tool unit that provides chart and image visualization tools to help researchers better display data and results.

7. A method for assisting in the planning, execution, and monitoring of scientific research projects according to claim 5, characterized in that: The scientific research management system includes: A project management unit for planning, tracking, and managing the progress of scientific research projects, task assignment, and schedule; A personnel management unit for managing the information, roles, and contributions of the scientific research team; A funds management unit for managing the budget and usage of scientific research project funds; An achievement management unit for recording and managing the papers, patents, and report achievements of scientific research projects; A security and privacy protection unit to ensure the security and privacy of data.

8. A platform for assisting in the planning, execution, and monitoring of scientific research projects, characterized in that, Including: 1 scientific research roadmap for planning and displaying the steps, goals, schedule, and key milestones of scientific research projects over a period of time in the future; At least 5 scientific research toolkits to assist researchers in collecting and analyzing data for scientific research projects, investigating, researching, and evaluating the reliability and accuracy of scientific research projects, and assisting decision-makers in revising the scientific research roadmap; At least 8 scientific research databases to provide rich and systematic research resource data for the implementation of scientific research projects by researchers; At least 2 scientific research management systems for integrating, organizing, storing, and sharing scientific research project resource data, managing various data, literature, and notes generated by researchers during the implementation of scientific research projects; tracking, managing, and standardizing the funds, personnel, and achievements of scientific research projects.

9. A platform for assisting in the planning, execution, and monitoring of scientific research projects according to claim 8, characterized in that: There are 2 scientific research management systems, including: A scientific research and production system for integrating, organizing, storing, and sharing scientific research project resource data, and managing various data, literature, notes, and ideas generated by researchers during the scientific research project process; A scientific research management system for integrating, standardizing, tracking, and managing the funds, personnel, and achievements of scientific research projects.

10. A platform for assisting in the planning, execution, and monitoring of scientific research projects according to claim 9, characterized in that: The scientific research and production system includes: A data storage and sharing unit for storing and sharing experimental data, simulation results, and survey data; A citation and reference management unit to assist researchers in managing cited and referenced literature and automatically generating lists of cited and reference literature; A knowledge sharing and collaboration unit for knowledge sharing, discussion, and collaboration among researchers; A visualization tool unit that provides chart and image visualization tools to help researchers better display data and results; The scientific research management system includes: A project management unit for planning, tracking, and managing the progress of scientific research projects, task assignment, and schedule; A personnel management unit for managing the information, roles, and contributions of the scientific research team; A funds management unit for managing the budget and usage of scientific research project funds; An achievement management unit for recording and managing the papers, patents, and report achievements of scientific research projects; A security and privacy protection unit to ensure the security and privacy of data.

Citation Information

Patent Citations

  • Scientific research project management system

    CN113988782A

  • Cloud service mode based nuclear energy informatization scientific research collaboration platform

    CN107248038A

  • Full progress monitoring management system and method based on scientific research projects

    CN108960627A

  • Internet+ technology crowd research service innovation application system

    CN109934680A

  • The important new drug creates national science and technology important special project management system

    CN112381509A