专利数据分析的的思路和参考文献

数据可视化的思路

  • [[专利分析可视化]]

  • 图的前提是有信息

  • 有了信息，之后才是考虑用技术手段快速作图

  • 原始信息→可视化工具对应的信息格式→可视化工具→图表

PPT框架

题目：专利技术层面和战略层面的分析及地图制作技巧 - 专利技术分析的内容和方法 - 专利战略分析的内容和方法 - 专利地图分析常用的指标及数据处理方法 - 数据格式 - 常用指标 - 分析工具 - 分析方法 - 常见的专利分析图制作 - 申请趋势 - 技术构成 - 地域分布 - 专利战略地图的绘制及解读 - 专利技术路线图制作 - Visio制作 - Excalidraw制作 - 专利技术功效图制作 - Excel制作 - R语言制作

原始信息

  • 专利检索平台
    • 免费
      • Espacenet ⭐⭐⭐
      • Lens
      • Google Patent⭐
    • 收费
      • Patentics
      • Incopat
      • 智慧芽
      • Derwent Innovation Index（DII）
  • 法律检索平台
    • 免费
      • 中国裁判文书网
    • 收费
      • 北大法宝
      • 北大法意
      • Westlaw
      • [[常用学术网址#^9aa5f9|CaseText]]
  • 学术检索平台
    • [[PPT页面]]
  • 商业检索平台
    • 工商信息
    • 证券信息

信息格式

  • 表格
    • Excel (xls、xlsx)
    • CSV（逗号分隔、制表符分隔、竖线分隔）
    • datafram（R语言和Python的分析基础）
  • 列表
    • JSON（网络数据交换常用格式，最适合javascript可视化工具）
    • list（R语言常用）
  • 纯文本
    • CSV
    • txt（纯文本）
    • Markdown（轻量化的排版语言，本质是纯文本，可以展示数据的层级关系）
  • 思维导图

辅助思考

  • 描述层次关系
    • 气泡网络图
    • 树状图
    • 思维导图
  • 描述对比关系
    • 气泡对比图
  • 描述流程
    • 流程图
    • 泳道图
    • 甘特图
  • 描述方法
    • 桥梁图

专利技术分析案例

专利战略分析案例

参考文献

Aristodemou, L., & Tietze, F. (2018). The state-of-the-art on intellectual property analytics (IPA): A literature review on artificial intelligence, machine learning and deep learning methods for analysing intellectual property (IP) data. World Patent Information, 55(7), 37–51. https://doi.org/10.1016/j.wpi.2018.07.002
Farrukh, C., Athanassopoulou, N., & Phaal, R. (2017). Topic roadmapping and performance dimensions. CTM working paper series; Apollo - University of Cambridge Repository. https://doi.org/10.17863/CAM.13941
Fischer, T., & Henkel, J. (2012). Patent trolls on markets for technology – an empirical analysis of NPEs’ patent acquisitions. Research Policy, 41(9), 1519–1533. https://doi.org/10.1016/j.respol.2012.05.002
Goeldner, M., Herstatt, C., & Tietze, F. (2015). The emergence of care robotics — a patent and publication analysis. Technological Forecasting and Social Change, 92, 115–131. https://doi.org/10.1016/j.techfore.2014.09.005
Granstrand, O., & Holgersson, M. (2013). Managing the intellectual property disassembly problem. California Management Review, 55(4), 184–210. https://doi.org/10.1525/cmr.2013.55.4.184
Hidalgo, C. A., & Hausmann, R. (2009). The building blocks of economic complexity. Proceedings of the National Academy of Sciences, 106(26), 10570–10575. https://doi.org/10.1073/pnas.0900943106
Holgersson, M., Granstrand, O., & Bogers, M. (2018). The evolution of intellectual property strategy in innovation ecosystems: Uncovering complementary and substitute appropriability regimes. Long Range Planning, 51(2), 303–319. https://doi.org/10.1016/j.lrp.2017.08.007
Hwang, J., Kim, K. H., Hwang, J. G., Jun, S., Yu, J., & Lee, C. (2020). Technological opportunity analysis: Assistive technology for blind and visually impaired people. Sustainability, 12(20), 8689. https://doi.org/10.3390/su12208689
Jell, F., Henkel, J., & Wallin, M. W. (2017). Offensive patent portfolio races. Long Range Planning, 50(5), 531–549. https://doi.org/10.1016/j.lrp.2016.03.003
Lee, C., Kogler, D. F., & Lee, D. (2019). Capturing information on technology convergence, international collaboration, and knowledge flow from patent documents: A case of information and communication technology. Information Processing & Management, 56(4), 1576–1591. https://doi.org/10.1016/j.ipm.2018.09.007
Leonidas, A., & Tietze, F. (2017). Exploring the future of patent analytics: A technology roadmapping approach. https://doi.org/10.17863/CAM.13967
Lütjen, H., Schultz, C., Tietze, F., & Urmetzer, F. (2019). Managing ecosystems for service innovation: A dynamic capability view. Journal of Business Research, 104, 506–519. https://doi.org/10.1016/j.jbusres.2019.06.001
Marco, A. C., Sarnoff, J. D., & deGrazia, C. A. W. (2019). Patent claims and patent scope. Research Policy, 48(9), 103790. https://doi.org/10.1016/j.respol.2019.04.014
Mitchell, R., Phaal, R., & Athanassopoulou, N. (2018). Scoring methods for evaluating and selecting early stage technology and innovation projects. Apollo - University of Cambridge Repository. https://doi.org/10.17863/CAM.21297
Ringland, G., Ilevbare, I., Athanassopoulou, N., Greenaway, A.-M., & Phaal, R. (2020). Scenarios and roadmapping - how to navigate an uncertain future. Apollo - University of Cambridge Repository. https://doi.org/10.17863/CAM.54145
Surana, K., Doblinger, C., Anadon, L. D., & Hultman, N. (2020). Effects of technology complexity on the emergence and evolution of wind industry manufacturing locations along global value chains. Nature Energy, 5(10), 811–821. https://doi.org/10.1038/s41560-020-00685-6
Taminiau, P.-T., & Phaal, R. (2019). Financing early stage innovation ventures – a value-oriented roadmapping framework. Apollo - University of Cambridge Repository. https://doi.org/10.17863/CAM.46897
Tang, A., & Tietze, F. Intellectual property strategy trajectory: A new visualisation approach. Apollo - University of Cambridge Repository. https://doi.org/10.17863/CAM.75500
Yip, M. H., & Ilevbare, I. (2019). Early stage new product and service design process - the use of graphical representations. Apollo - University of Cambridge Repository. https://doi.org/10.17863/CAM.35690
Yu, X., & Zhang, B. (2019). Obtaining advantages from technology revolution: A patent roadmap for competition analysis and strategy planning. Technological Forecasting and Social Change, 145, 273–283. https://doi.org/10.1016/j.techfore.2017.10.008
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    缺失模块。
    1、请确保node版本大于6.2
    2、在博客根目录（注意不是yilia根目录）执行以下命令：
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    3、在根目录_config.yml里添加配置： 

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    meta: false
    pages: false
    posts:
      title: true
      date: true
      path: true
      text: false
      raw: false
      content: false
      slug: false
      updated: false
      comments: false
      link: false
      permalink: false
      excerpt: false
      categories: false
      tags: true

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