CN1492355A - Patent analysis report automatic generation system and method - Google Patents
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Abstract
一种专利分析报告自动生成系统,其包括有多台客户端计算机,一应用软件服务器及一本地数据库服务器。其中应用软件服务器包括有一专利下载引擎、一报告模板维护装置、一专利分析引擎、一报告生成装置。用户通过客户端计算机的用户界面设置专利下载条件及设置专利分析条件,专利下载引擎根据该下载条件下载专利,专利分析引擎根据用户设置的专利分析条件生成分析结果,报告生成装置根据用户选择的报告模板及专利分析引擎生成的专利分析结果生成专利分析报告。本发明能根据用户自定义专利分析条件及报告模板自动生成专利分析报告。
An automatic generation system for patent analysis reports, which includes multiple client computers, an application software server and a local database server. The application software server includes a patent download engine, a report template maintenance device, a patent analysis engine, and a report generation device. The user sets patent download conditions and patent analysis conditions through the user interface of the client computer, the patent download engine downloads patents according to the download conditions, the patent analysis engine generates analysis results according to the patent analysis conditions set by the user, and the report generation device according to the report selected by the user The template and the patent analysis results generated by the patent analysis engine generate a patent analysis report. The invention can automatically generate a patent analysis report according to user-defined patent analysis conditions and report templates.
Description
【技术领域】【Technical field】
本发明涉及一种专利信息处理系统及方法,特别是涉及一种专利分析报告自动生成系统与方法。The invention relates to a patent information processing system and method, in particular to a patent analysis report automatic generation system and method.
【背景技术】【Background technique】
专利包含有大量的技术、法律、经济及战略信息,分析专利信息可为企业决策提供辅助讯息。现今市场上提供的专利辅助分析软件主要有美国SmartPatents公司的专利分析软件SmartPatent Workbench,其对应申请的专利为美国第5,991,751号专利,公告日期为1993年2月23日,专利名称为“以专利及群组为中心的数据处理系统、方法及软件产品”(System,Method,and Computer Program Product forPatent-Centric and Group-Oriented Data Processing)。该专利揭示了一种将专利讯息与公司财务讯息、研发讯息、制造讯息及授权讯息等结合进行分析的技术。其侧重于如何将专利讯息与群组讯息(即财务讯息、研发讯息、制造讯息及授权讯息等)进行结合分析从而辅助公司制定战略决策。一份专利分析报告,主要是针对某一范围的专利,以某一特定项目进行统计该特定项目所对应的专利数量,这些特定项目包括有发明人、专利权人、申请年度、公告年度、技术分类等,如对于专利权人分析,即统计各主要专利权人所拥有的专利数量。对于多份类似的专利报告,需一一重复进行上述分析,显得费时费力,所以希望能提供一种专利分析报告自动生成系统,其能根据用户自定义条件自动生成专利分析报告。Patents contain a large amount of technical, legal, economic and strategic information, and analyzing patent information can provide auxiliary information for corporate decision-making. The patent analysis software currently available on the market mainly includes the patent analysis software SmartPatent Workbench of the US SmartPatents Company, and its corresponding patent application is US Patent No. Group-centric data processing system, method and software product" (System, Method, and Computer Program Product for Patent-Centric and Group-Oriented Data Processing). The patent discloses a technology that combines patent information with company financial information, research and development information, manufacturing information and licensing information for analysis. It focuses on how to combine and analyze patent information and group information (ie financial information, research and development information, manufacturing information and authorization information, etc.) to assist companies in making strategic decisions. A patent analysis report is mainly aimed at a certain range of patents, and counts the number of patents corresponding to a specific item. These specific items include inventors, patentees, application years, announcement years, technology Classification, etc., such as the analysis of patentees, that is, to count the number of patents owned by each major patentee. For many similar patent reports, the above analysis needs to be repeated one by one, which is time-consuming and laborious. Therefore, it is hoped to provide an automatic patent analysis report generation system, which can automatically generate patent analysis reports according to user-defined conditions.
美国第5,189,608号专利,公告日期为1993年2月23日,专利名称为“根据用户自定义输入输出格式自动生成财务分析报告的方法及装置”(Method and Apparatus for Storing and Generating FinancialInformation Employing User Specified Input and Output Formats),该专利提供了一种自动财务报告生成技术,其提供给用户自定义报告模板,然后在该模板基础上根据用户自定义条件生成财务报告。该专利技术专用于财务报告的生成,希望能提供一种技术能将该种技术应用至专利分析报告的自动生成。U.S. Patent No. 5,189,608, dated February 23, 1993, titled "Method and Apparatus for Storing and Generating Financial Information Employing User Specified Input" (Method and Apparatus for Storing and Generating Financial Information Employing User Specified Input and Output Formats), this patent provides an automatic financial report generation technology, which provides user-defined report templates, and then generates financial reports based on the templates based on user-defined conditions. This patented technology is dedicated to the generation of financial reports, and it is hoped to provide a technology that can apply this technology to the automatic generation of patent analysis reports.
【发明内容】【Content of invention】
本发明的主要目的在于提供一种专利分析报告自动生成系统及方法,其可根据用户自定义模板及分析条件自动生成专利分析报告。The main purpose of the present invention is to provide a system and method for automatically generating patent analysis reports, which can automatically generate patent analysis reports according to user-defined templates and analysis conditions.
本发明提供一种专利分析报告自动生成系统及方法,其包括有多台客户端计算机,一应用软件服务器及一本地数据库。其中任一客户端计算机,均提供一交互式用户界面,用户可通过该交互式用户界面设定专利下载条件、设置专利分析条件及定义与维护专利分析报告模板。应用软件服务器包括有一报告模板维护装置、一专利下载引擎、一专利分析引擎、一报告生成装置及一控制装置。其中报告模板维护装置提供用户新增、修改、删除及查询专利分析报告模板。专利下载引擎根据用户设置的专利下载条件及专利家族下载条件自动从一远程数据库下载专利资料及专利家族资料。专利分析引擎根据用户设置的专利分析条件生成专利分析结果,其包括有多个专利分析装置,分别对应于一种特定的专利分析类型。报告生成装置根据用户选定的报告模板及专利分析引擎生成的分析结果生成专利分析报告。控制装置控制报告模板维护装置、专利下载引擎、专利分析引擎及报告生成装置的运作,及报告模板维护装置、专利下载引擎、专利分析引擎及报告生成装置与客户端计算机之间的交互,其接收用户设置的下载条件并将下载条件传送至专利下载引擎,将下载结果通过交互式用户界面展示给用户;接收用户设置的专利分析条件并将之传送给专利分析引擎;同时将专利家族分析引擎产生的分析结果传送给报告生成装置,并将报告生成装置生成的报告传送给客户端计算机。本地数据库用于存储下载的专利资料及专利家族资料。The invention provides a patent analysis report automatic generation system and method, which includes multiple client computers, an application software server and a local database. Any of the client computers provides an interactive user interface through which users can set patent download conditions, set patent analysis conditions, define and maintain patent analysis report templates. The application software server includes a report template maintenance device, a patent download engine, a patent analysis engine, a report generation device and a control device. Among them, the report template maintenance device provides users with adding, modifying, deleting and querying patent analysis report templates. The patent download engine automatically downloads patent information and patent family information from a remote database according to the patent download conditions and patent family download conditions set by the user. The patent analysis engine generates patent analysis results according to the patent analysis conditions set by the user, and includes multiple patent analysis devices, each corresponding to a specific patent analysis type. The report generation device generates a patent analysis report according to the report template selected by the user and the analysis results generated by the patent analysis engine. The control device controls the operation of the report template maintenance device, the patent download engine, the patent analysis engine, and the report generation device, and the interaction between the report template maintenance device, the patent download engine, the patent analysis engine, and the report generation device and the client computer. Download conditions set by the user and transmit the download conditions to the patent download engine, and display the download results to the user through an interactive user interface; receive the patent analysis conditions set by the user and transmit them to the patent analysis engine; at the same time, generate the patent family analysis engine The analysis results are transmitted to the report generation device, and the report generated by the report generation device is transmitted to the client computer. The local database is used to store downloaded patent information and patent family information.
本发明还提供一种专利分析报告自动生成方法,其可根据用户自定义分析条件及分析报告模板自动生成专利分析报告,该方法包括有如下步骤:(a)用户通过用户界面设置专利下载条件;(b)专利下载引擎根据该专利下载条件通过外部网络从一远程数据库下载专利资料;(c)用户通过用户界面选择报告模板;(d)用户通过用户界面选择至少一种分析类型;(e)为每一所选分析类型设置分析条件及分析结果显示格式;(f)专利分析引擎根据该专利分析条件搜索本地专利数据库,并将所得结果转换成用户所定义分析结果显示格式;(g)报告生成装置根据专利分析引擎所生成的结果写入至用户所选报告模板,生成专利分析报告。The present invention also provides a method for automatically generating patent analysis reports, which can automatically generate patent analysis reports according to user-defined analysis conditions and analysis report templates. The method includes the following steps: (a) the user sets the patent download conditions through the user interface; (b) The patent download engine downloads patent materials from a remote database through the external network according to the patent download conditions; (c) The user selects a report template through the user interface; (d) The user selects at least one analysis type through the user interface; (e) Set the analysis conditions and analysis result display format for each selected analysis type; (f) patent analysis engine searches the local patent database according to the patent analysis conditions, and converts the obtained results into user-defined analysis result display format; (g) report The generating device writes the results generated by the patent analysis engine into the report template selected by the user to generate a patent analysis report.
本发明的专利分析报告自动生成系统及方法,其提供给用户自定义报告模板及专利分析条件,并能根据报告模板及专利分析条件自动生成专利分析报告,提高了专利分析报告的作业效率,节省了时间成本。The system and method for automatically generating patent analysis reports of the present invention provide user-defined report templates and patent analysis conditions, and can automatically generate patent analysis reports according to the report templates and patent analysis conditions, which improves the operating efficiency of patent analysis reports and saves time cost.
【附图说明】【Description of drawings】
图1是本发明专利分析报告自动生成系统的硬件架构图。Fig. 1 is a hardware architecture diagram of the patent analysis report automatic generation system of the present invention.
图2是本发明专利分析报告自动生成系统的功能模块图。Fig. 2 is a functional block diagram of the patent analysis report automatic generation system of the present invention.
图3是本发明专利分析报告自动生成系统及方法的作业流程图。Fig. 3 is an operation flow chart of the system and method for automatically generating a patent analysis report of the present invention.
【具体实施方式】【Detailed ways】
如图1所示,是本发明所述的专利分析报告自动生成系统硬件架构图。该系统包括有多台客户端计算机10,一应用软件服务器12,一本地数据库服务器15及至少一远程数据库服务器16。其中客户端计算机10通过网络11与应用软件服务器12相连,网络11可以是一企业内部网Intranet,也可以是Internet或其它类型通讯网路。应用软件服务器12通过连接13与本地数据库服务器15相连,连接13是一种数据库连接,如开放式数据库连接(Open Database Connectivity,ODBC),或者Java数据库连接(Java Database Connectivity,JDBC)等。远程数据库服务器16通过外部网络14与应用软件服务器12相连,外部网络14是一外部通讯网路,如Internet。应用软件服务器12通过远程数据库服务器16获取专利信息及专利家族信息。本地数据库服务器15用于存取从远程数据库服务器16获取的专利信息及专利家族信息。As shown in FIG. 1 , it is a hardware architecture diagram of the patent analysis report automatic generation system described in the present invention. The system includes
如图2所示,是本发明专利分析报告自动生成系统功能模块图。客户端计算机10包括有一用户界面100及一结果输出装置101。用户界面100为用户提供一交互式用户界面100,以便于用户执行相应操作,包括专利分析报告模板定义与维护、专利下载条件的设置、及专利分析条件的设置等。结果输出装置101用于输出专利分析报告。As shown in FIG. 2 , it is a functional block diagram of the patent analysis report automatic generation system of the present invention. The
应用软件服务器12包括有一专利下载引擎120,一报告模板维护装置121,一专利分析引擎122,一报告生成装置123及一控制装置124。其中专利下载引擎120用于从远程数据库服务器16自动下载专利资料及专利家族资料。远程数据库服务器160包括有一远程数据库,该远程数据库160包括有各不同国家或地区的专利数据库,如美国专利商标局(United States Patent and Trademark Office)专利数据库,欧洲专利局(European Patent Office)专利数据库,中国国家知识产权局(State Intellectual Property Office of P.R.China)专利数据库等,及专利家族数据库,如美国LexisNexis公司通过其网站www.lexis.com所提供的专利家族数据库。本地数据库服务器15包括有一本地数据库150,用于存储所下载的专利资料及专利家族资料。专利下载引擎120根据用户通过用户界面100设置的下载条件通过外部网络14向远程数据库服务器16发出查询请求,请求获取符合条件的专利资料及专利家族资料,该远程数据库服务器返回一查询结果至专利下载引擎120,专利下载引擎120将该查询结果通过连接13保存至本地数据库150中。用户可通过用户界面100查看所下载的专利列表及专利信息,并根据需要从专利列表中剔除不需要的专利。用户还可通过用户界面100对每件专利逐一自定义分类。专利的自定义分类被保存至本地数据库150中。The
报告模板维护装置121用于定义及维护报告模板。用户通过用户界面100定义及维护报告模板,包括新增、修改、删除、查询报告模板,设置好的报告模板被保存在本地数据库150中。报告模板的设置包括报告所采用文档类型(如Microsoft Word文文件),报告主体结构,报告版面排配形式及报告呈送对象等。例如,专利分析报告包括有技术调查报告,公司调查报告,产品调查报告等类型,其中技术调查报告针对某一技术领域的专利分析报告;公司调查报告是针对某一公司的专利分析报告;产品调查报告是针对某一特定产品的专利分析报告。不同类型的专利分析报告,有不同的报告主体结构,对于技术调查报告,报告主体内容可能包括申请年度或公告年度分析、专利家族分析、专利权人分析等;而对于公司调查报告,报告主体可能包括有申请年度或公告年度分析、专利家族分析、技术领域分析及专利指标分析等。The report template maintenance device 121 is used for defining and maintaining report templates. The user defines and maintains report templates through the user interface 100 , including adding, modifying, deleting, and querying report templates. The set report templates are saved in the local database 150 . The setting of the report template includes the document type used in the report (such as Microsoft Word file), the structure of the main body of the report, the layout of the report and the object of the report, etc. For example, patent analysis reports include technical survey reports, company survey reports, and product survey reports, among which technical survey reports are patent analysis reports for a certain technical field; company survey reports are patent analysis reports for a company; product survey reports The report is a patent analysis report for a specific product. Different types of patent analysis reports have different report subject structures. For technical survey reports, the report subject content may include application year or announcement year analysis, patent family analysis, patentee analysis, etc.; for company survey reports, the report subject may include: Including the analysis of application year or announcement year, patent family analysis, technical field analysis and patent index analysis, etc.
专利分析引擎122用于根据用户通过用户界面100设置的分析条件生成分析结果,其包括有多个专利分析装置1220,每一专利分析装置1220对应一种分析类型,用于统计生成该种分析类型结果,包括专利权人分析,即统计各主要专利权人所拥有的专利数量;发明人分析,即统计各主要发明人所拥有的专利数量;专利年度分析,即统计各专利年度申请或授权专利数量;技术分类分析,即统计专利数量在各技术类别的分布状况;专利引证分析,即统计各公司、各技术类别及各专利的专利引证与被引证状况;专利指标分析,即统计计算各公司专利指标值;专利家族分析,统计各专利、各公司及各技术领域专利家族分布状况。The patent analysis engine 122 is used to generate analysis results according to the analysis conditions set by the user through the user interface 100. It includes a plurality of patent analysis devices 1220, and each patent analysis device 1220 corresponds to an analysis type, and is used to statistically generate the analysis type Results include patentee analysis, which is to count the number of patents owned by each major patentee; inventor analysis, which is to count the number of patents owned by each major inventor; patent year analysis, which is to count the number of patent applications or authorized patents for each patent year Quantity; technology classification analysis, that is, statistical distribution of the number of patents in each technology category; patent citation analysis, that is, statistics of patent citations and cited status of each company, each technology category, and each patent; patent index analysis, that is, statistical calculation of each company Patent index value; patent family analysis, statistical distribution of patent families of each patent, each company and each technical field.
报告生成装置123用于根据专利分析引擎122生成的分析结果及用户所选定的报告模板,生成一指定格式的专利分析报告。The report generation device 123 is used to generate a patent analysis report in a specified format according to the analysis results generated by the patent analysis engine 122 and the report template selected by the user.
控制装置124用于控制应用软件服务器12中其它功能模块之间的运作及这些功能模块与客户端计算机10之间的交互。控制装置124接收用户通过用户界面100设置的专利下载条件,将之传送给专利下载引擎120,并将专利下载引擎所产生的下载结果通过用户界面100展现给用户及保存至本地数据库150;接收用户通过用户界面100设置的专利分析条件,并将之传送给专利分析引擎122产生分析结果,将该分析结果传送给报告生成装置123,并将报告生成装置123生成的专利分析报告传送给结果输出装置101。The control device 124 is used for controlling the operation of other functional modules in the
如图3所示,是本发明专利分析报告自动生成系统及方法的作业流程图。首先,用户通过用户界面100设置专利下载条件(步骤S30),作为后续专利分析的基础。设置好的专利下载条件通过控制装置124传送至专利下载引擎120,专利下载引擎120根据该专利下载条件生成查询语句,将之传送给远程数据库服务器16,远程数据库服务器16搜索远程数据库160查找符合条件的专利资料,并将符合条件的专利资料通过外部网络14传送至专利下载引擎120。专利下载引擎120将这些专利资料通过控制装置124保存至本地数据库150,同时通过用户界面100展示给用户,用户可逐笔查询,并将不符合条件的专利从专利列表中剔除。专利资料范围确定后,用户通过用户界面100选择报告模板(步骤S32),并设置报告基本资料(步骤S33),包括报告标题、报告案号、摘要及承办人等。设置完毕后,该报告模板通过控制装置124传送至报告生成装置123。接着进入步骤S34,选择报告至少一种专利分析类型,可供选择的专利分析类型包括有专利权人分析、发明人分析、专利年度分析、专利代理人或代理机构分析、专利优先权分析、专利技术分类分析、审查委员分析、专利引证分析、专利指标分析及专利家族分析等。对每一种分析类型,系统都默认有分析条件及分析结果显示格式,其中分析条件的设置主要是针对专利分析的资料范围进行限定,包括时间范围、技术类别范围等;分析结果显示格式主要是对统计分析图表类型及格式进行设置。如对于专利年度分析,系统默认为对专利数量最多的前10个专利年度进行统计分析,其分析结果显示为折线图等,如果用户需要个性设置某一特定分析类型的分析条件及分析结果显示格式,可通过用户界面100设置对应的分析条件及分析结果显示格式(步骤S35)。设定完毕后,这些分析条件及分析结果显示格式通过控制装置124传送至专利分析引擎122,专利分析引擎122激活相对应的专利分析装置1220,专利分析装置1220根据设置的专利分析条件生成查询语句,将该查询语句传送至本地数据库服务器15,本地数据库服务器15搜索本地数据库150,产生对应的分析结果(步骤S36)。该分析结果被传送至专利分析装置1220,专利分析装置1220将该分析结果转换成用户自定义的显示格式。这些符合用户自定义格式的分析结果通过控制装置124传送至分析报告生成装置123,分析报告生成装置123将这些分析结果写入至报告模板相应位置,生成专利分析报告(步骤S37)。最后该专利分析报告通过结果输出装置101输出(步骤S38)。至此,流程3结束(步骤S39)。As shown in FIG. 3 , it is an operation flow chart of the system and method for automatically generating patent analysis reports of the present invention. First, the user sets the patent downloading conditions through the user interface 100 (step S30 ), which serves as the basis for subsequent patent analysis. The set patent download conditions are sent to the patent download engine 120 through the control device 124, and the patent download engine 120 generates query sentences according to the patent download conditions, and sends them to the
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| CNA021350531A CN1492355A (en) | 2002-10-25 | 2002-10-25 | Patent analysis report automatic generation system and method |
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| CN100568237C (en) * | 2004-11-30 | 2009-12-09 | 国际商业机器公司 | Report template generation method and system in multidimensional enterprise software system |
| CN101770544A (en) * | 2008-12-29 | 2010-07-07 | 深圳迈瑞生物医疗电子股份有限公司 | Patient report-generating method and device and medical equipment |
| CN102298598A (en) * | 2010-06-23 | 2011-12-28 | 潘晓梅 | Method and device for analyzing patent information |
| CN102496083A (en) * | 2010-11-17 | 2012-06-13 | 苏州德融嘉信信用管理技术有限公司 | Method for making manuscripts of credit rating reports |
| CN103377451A (en) * | 2012-04-20 | 2013-10-30 | 马越 | Patent assessment system and method |
| CN103530230A (en) * | 2013-10-11 | 2014-01-22 | 珠海金山网络游戏科技有限公司 | Automatic generation method and automatic generation system of report |
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| CN104737124B (en) * | 2012-10-17 | 2018-05-22 | 微软技术许可有限责任公司 | For submitting the door of the service metadata of service |
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| CN103530230A (en) * | 2013-10-11 | 2014-01-22 | 珠海金山网络游戏科技有限公司 | Automatic generation method and automatic generation system of report |
| CN103617496A (en) * | 2013-11-30 | 2014-03-05 | 远光软件股份有限公司 | Informatization report automatic generating method and system |
| CN105320683A (en) * | 2014-07-24 | 2016-02-10 | 贾新志 | Graphical display method of literature theme content analysis |
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