由於無形資產受到企業體的關注程度正逐年提升,專利管理對於企業而言,其重要性亦日漸提高。專利查詢則是在相關專利管理活動中必須進行的首要程序,企業藉由各國專利局所提供之資料庫,檢索、彙整與研讀相關專利技術內容後,進行專利布局及研發方針之擬訂。然而,以往之專利查詢方式耗費大量的人力資源及時間,加上並非所有使用者皆能確切的掌握技術核心詞彙以及正確的查詢方式,故本研究建立一支援專利搜尋之智慧型推薦方法與系統,除了提供基本的專利檢索與管理功能外,也將記錄使用者各種操作行為歷程,歸納出使用者在搜尋上特別著重的領域及操作習性,提供使用者在搜尋以外的專利推薦。本研究首先透過專利文件具備之書目資料進行初步過濾之後,根據每位使用者的操作習性,藉由協同過濾機制,將使用者進行群集分析,為每位使用者找出鄰近族群,當使用者在進行專利檢索時,本系統可參考相同族群中對相關專利的操作記錄,推薦適合的專利並協助使用者延伸擷取更多潛在的資訊,進而在相關的專利分析與布局上能夠獲得更全面且有利的情報,減少專利查詢時耗費的多餘資源。最後,本研究以CIGS薄膜型太陽能電池模組相關專利作為案例探討,以該產業下的專利分析人員在進行專利管理的操作行為記錄,進行專利推薦之推論,藉由此案例呈現研究方法論與實作系統在實務應用上之效果,以驗證其實用價值。
Due to the intangible assets have been concerned by enterprise continuously year by year, the importance of patent management also has increased. The patent search is the initial process for the patent management. The engineer of the enterprise search and collect the patents from the related patent databases, to study them for drawing out the R&D policy. However, this work causes great human-cost consuming and time-exhausted. It is not easy for users to grasp the core technology key phrases and correct search method. Therefore, this research develops an intelligent patent search and recommendation system, which provides a basic searching engine and management modules to analyze the behavior records of users and conclude their operating habits. This research collects relative patents filtering by patents’ bibliography data. Afterward, this research clusters the users and finds each user’s neighbors based on collaborative filtering mechanism. When user searches, the proposed system recommends user some appropriate patents which are inferred by his/her neighbors’ operation records of different patents to help user get more potential information. When user is drawing out their R&D policy or doing relative patent analysis, the recommend module can give user more comprehensive and useful information, helping them reduce the R&D cost. Finally, the research uses Copper Indium Gallium Selenide (CIGS) thin-film solar cell as the case study. We discuss the industry researchers or analysts’ patent management operating mode by collecting and analyzing their behavior records and provide the service for patent recommendation. The case study shows and verifies the practical value of the proposed methodology and system.