Influencing factors and Strategies of patent infor

2022-08-22
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Influencing factors and Strategies of enterprise patent information utilization

enterprises need to use patent information in many ways to support R & D activities and ensure enterprise value-added. According to the different degrees of patent information utilization of enterprises, patent information utilization can be roughly divided into two categories: General patent information utilization and strategic and planned patent information utilization

general patent information utilization mainly refers to the daily patent information retrieval and analysis carried out by enterprise R & D personnel or intellectual property management personnel, such as the retrieval and analysis of existing technologies, the retrieval and analysis of reference documents, and infringement analysis

strategic and planned patent information utilization mainly refers to the systematic utilization of patent information carried out by enterprises in the process of purposeful competitive analysis, strategic layout, patent asset management and operation, standard strategy, patent investigation in cooperation and mergers and acquisitions

of course, these two classifications intersect on some levels, and there is no very clear and absolute boundary

influencing factors of enterprise patent information utilization

the degree of an enterprise's utilization of patent information roughly depends on the following factors. The existence of these factors determines the means and levels of enterprises' utilization of patent information

first, the scale of the enterprise. To some extent, the size of the enterprise determines its investment in patent work. An enterprise with a very small amount of capital is difficult to make the most adequate arrangements in terms of the allocation of patent managers, the acquisition of patent information and the purchase of analysis tools, and the support of patent application and maintenance funds, in accordance with the notice on the implementation of the financial support policy for the utilization of new energy vehicles in 2016 (2) 2020, which inevitably limits the extent to which enterprises use patent information

second, the concentration of enterprise technology and the breadth of technology. The concentration of an enterprise's technology, or the breadth of technology involved in the enterprise, also has a corresponding impact on the extent of the enterprise's use of patent information

compared with an enterprise with a wide range of technology, an enterprise with a single technology has a much lower difficulty in obtaining patent information, does not need a very complex means of patent information analysis, and has a clearer way of using information. As a large enterprise with many products and a wide range of technologies is engaged in relatively more technical fields, the scope of patent information it pays attention to is bound to increase significantly. Enterprises not only need a large number of personnel to engage in the use of patent information, but also the intersection between these patent information and the impact on different levels of the enterprise are more complex, the competition faced by enterprises is more intense, and the consideration of patents is more in-depth and prudent

third, the patent quality of enterprise employees and the depth of patent work. The overall patent awareness and patent quality of enterprise employees and the depth of patent work of enterprise patent managers have a direct impact on the utilization degree and level of patent information of the enterprise. If the employees of an enterprise generally lack patent awareness and corresponding patent knowledge, it is difficult to imagine that the enterprise has high-level patent information utilization means and strategies. Therefore, the improvement of the overall patent quality of enterprise employees is the fundamental to the utilization of patent information

for enterprises in the stage of patent accumulation, the main energy of their patent managers is still focused on patent application and maintenance, and the patent work also needs to rise to the level of strategic layout, patent asset operation, etc. At present, some domestic enterprises have taken many patent training measures for employees, which will lay a solid foundation for the company's future use of patent information

fourth, the dependence of business nature on patent information. The dependence of the business nature of an enterprise on patent information also indirectly determines the extent to which the enterprise utilizes patent information. Different enterprises have different requirements for patent information. For example, service-oriented enterprises pay attention to the improvement of service quality and business model. Capital operated enterprises may only pay attention to the operation and appreciation of patent assets, rather than the application and maintenance of patents. For design enterprises, the pressure of patent threats from others is much higher than others, and their requirements for the utilization of patent information are much higher than those of other enterprises

in addition to the above factors, there are many factors that affect the utilization of enterprise patent information. Different factors may have different degrees and aspects of impact on the utilization of enterprise patent information, so they are not listed here

ways and purposes of enterprise patent information utilization

first of all, from the perspective of the ways of information acquisition, the collection and acquisition of patent information is the basis for enterprises to utilize patent information. The ways for enterprises to obtain patent information mainly include:

using public resources to obtain patent information. That is to obtain free patent information through patent databases provided by national patent offices around the world, or obtain patents and product/scientific and technological information through articles in newspapers and academic newspapers

utilize commercial databases and publications. For example, DWPI of Thomson technology information group and patolis database of Japan Patent Information Organization. Such commercial databases usually have independent registration numbers, which is more convenient for enterprises to analyze patent information to some extent

build enterprise patent database. Compared with the above two methods, this method is more targeted, but not all enterprises are suitable for establishing a special enterprise database

secondly, from the stage and purpose of information analysis, after the collection of patent information, it is necessary to screen, count and analyze the collected patent documents in order to obtain useful information for enterprises. Usually, enterprises need to analyze patent information before research and development, during research and development, and during non research and development

the purpose of patent search and analysis before R & D is to enable enterprises to clarify the current technical situation, see the technical situation clearly, predict the future technology, find possible barriers to patents and potential patent barriers, avoid prior technologies, prevent infringement risks, and find appropriate breakthroughs or market entry points when establishing projects. Once the analysis results show that there are many patent barriers in the areas of concern, and the technical progress may be difficult, the enterprise needs to change the project direction to avoid investment losses, or start to consider avoiding design and continue to carry out project work

the use of patent information in research and development is mainly the patent investigation carried out by enterprises in the process of R & D to make their own R & D achievements right, master the development status of other companies, the examination process of patent applications, find out the patents that are easy to cause disputes and formulate corresponding measures in advance, as well as the investigation and analysis to prevent other companies from patenting some technologies

the use of patent information during non research and development is mainly used for technology tracking and retrieval, patent analysis of competitors, patent investigation in the field, patent analysis for litigation, standard research, investigation related to patent licensing and transfer, and other necessary patent information analysis during patent operation

patent information analysis method

patent information analysis method refers to the method of searching, screening, statistics and analysis of relevant patent documents to obtain useful information and conclusions. At present, with the development of technology, the role of patent information becomes more and more important, and relevant personnel also pay more and more attention to patent information analysis

first, quantitative analysis and qualitative analysis

traditionally, patent information analysis methods are divided into quantitative analysis and qualitative analysis. Quantitative analysis refers to the statistics of quantifiable external features of patent documents, such as bibliographic items, according to a certain amount of indicators, and the interpretation and analysis of relevant data. Qualitative analysis is a comprehensive classification and analysis based on the technical characteristics of patent documents. It usually needs to combine the two to achieve better results

whether qualitative analysis or quantitative analysis, the purpose and end use of the analysis are to evaluate the patent quality and R & D innovation competitiveness of a company or institution, an industry and a country. Enterprises can adopt different analysis methods according to their own needs

(I) general analysis

1. Regional analysis: if an enterprise wants to participate in the market competition of different countries and regions with a certain product and technology, it must first understand its regional competition and consumption demand. These competitions and demands are often reflected by applicants, the number of patent applications and some technical characteristics of products and technologies. Turning off the power area analysis can understand the leading areas of industry development, the key directions of patent research and development in different regions, the differences of technologies between regions, and the main owners (applicants) and inventors of patent technologies in different regions. Generally, regional analysis includes regional distribution analysis, regional technology trend analysis, regional technology classification analysis, etc

2. IPC classification analysis: IPC classification analysis can understand the leading technologies in the industry, the regional distribution of different technologies, and the main owners and inventors of different technologies. IPC classification analysis usually includes IPC trend analysis, IPC area analysis, IPC applicant analysis, IPC invention, which is the main use of electronic universal experimental machine, human analysis, etc

3. technology comparative analysis: through the comparative analysis of patents of multiple technologies, we can see the development and evolution of different technologies in a certain period

4. Applicant analysis: changes in industry competition depend on the industry's suppliers, buyers, competitors, new entrants and alternative products. Different enterprises provide different product technologies, which determines their different roles in the industry, and the patent categories protected for their own economic interests are also different. Therefore, by analyzing the applicants in the target technology field, we can understand the main applicants in the industry, the main technical composition and geographical distribution of patents applied by different applicants, as well as the competitive system and status of the industry. Applicant analysis usually includes applicant application trend analysis, applicant technical composition analysis, applicant regional distribution analysis, etc

5. Inventor analysis: the analysis of inventors can understand the main inventors in the industry, the main technical composition and geographical distribution of invention patents of different inventors, etc. Inventor analysis usually includes inventor invention trend analysis, inventor technology composition analysis, inventor regional distribution analysis, etc

(II) patent index

after collecting the patent information, how to make a meaningful classification is also very important, because if the patent information is not classified well, the patent evaluation may be carried out, and the comparison or average samples used in the patent analysis may be incorrect, resulting in the analysis results unable to meet the market demand

in the past, the general classification method was to use the patent classification code for classification, such as the U.S. patent classification code and the international patent classification code, but this method has some defects. Later, many intellectual property consulting companies proposed corresponding patent analysis indicators, such as Chi research in the United States and Yuanqin technology in Taiwan, to make the patent analysis results closer to the market demand

the quantitative indicators proposed by Chi research to evaluate a company's patent portfolio and technical strength mainly include 7: the number of patents, the number of citations, citation indicators, technical strength, and technical strength

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