教學大綱 Syllabus

科目名稱:專利大數據分析

Course Name: Patent Analytics

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

25

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

專利大數據包含專利申請、審查流程、加值運用、及訴訟紛爭等所有與專利相關的資訊,是呈現學術界與產業界技術發展現況與加值運營績效最完整且最詳盡的資訊。藉由專利大數據分析可以明瞭科技發展現況及產業中各企業之研發競爭或合作狀況,據以進行產業分析與技術預測,進而形成企業經營策略。

本課程之專利大數據分析涵蓋書目資料分析與專利文本分析:其中書目資料分析包含發明人、申請人、申請日、公告日、專利分類、引證分析、專利申請流程資訊、以及專利運營與加值訊息等;專利文本分析則主要以文字探勘、自然語言處理技術、機器學習、及深度學習等技術分析專利說明書文本,進而開發解讀、分析、並比對專利之演算法,可用於產業分析與技術預測,進而形成商業決策。

核心能力分析圖 Core Competence Analysis Chart

能力項目說明


    課程目標與學習成效Course Objectives & Learning Outcomes

    本課程旨在帶領同學深入了解專利大數據分析之理論,並引領同學藉由實作來熟悉專利大數據分析之各種技術。同學於本課程中將閱讀大量學術文獻,除了建構扎實之學理基礎外,並期待同學能習得指定閱讀文獻之專利分析方法。同學於期末必須撰寫一份期末報告,運用本課程所學之理論與專利分析方法,實地完成一份專利分析報告或論文。

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

     

    週次

    課程內容與指定閱讀

    教學活動與課前、課後作業

    學生學習投入時間

    1

    (2/22) Introduction to the course and Patent Specification

    宋老師與許老師共同授課

    To introduce the patent specification of U.S. Pat. US 6,637,447

    3 hrs

    2

     

    (2/29) Introduction to Patent Big Data

     

    宋老師授課

    To introduce the Bibliographic data, text, and file wrapper of U.S. Pat. US 10,375,357

    Reading Assignments:

    1. WIPO, The Role of Patent Information in Supporting Innovation

    2. Ch3. Understanding Patent Data

    3. Ch4. Claims, “Legally, Less is More”

    Foundation of Statistics I:

    台大開放式課程「統計與生活」

    單元一:資料哪裡來(一)

    單元二:資料哪裡來(二)

    單元三:實驗設計資料(一)

    15 hrs

    3

    (3/7) Patent Search and Patent Data Retrieval

     

     

    宋老師授課

    To introduce how to conduct patent searches and retrieve patent data

    Reading Assignments:

    1. WIPO, WIPO Guide to using Patent Information

    2. WIPO, Patent Information and Development

    Foundation of Statistics II:

    台大開放式課程「統計與生活」

    單元四:實驗設計資料(二)

    單元五:資料之圖表展示

    單元六:資料之敘述

    15 hrs

    4

    (3/14) Patent Citations Analysis

     

     

    宋老師授課

    To introduce the patent citations analysis

    Reading Assignments:

    Ch. 6: Patent Citations Analysis

    Foundation of Statistics III:

    台大開放式課程「統計與生活」

    單元七:兩個變數之關係

    單元八:機率

    單元九:機率模型

     

    5

    (3/21) Bibliographic-based Patent Analysis for Strategic Technology Management (1)

     

    宋老師授課

    To introduce the patent analytics of bibliographic data

    Reading Assignment:

    Ernst, H. (2003). Patent information for strategic technology management. World patent information25(3), 233-242.

    Foundation of Statistics IV:

    台大開放式課程「統計與生活」

    單元十:模擬

    單元十一:期望值

    單元十二信賴區間

    15 hrs

    6

    (3/28) Bibliographic-based Patent Analysis for Strategic Technology Management (2)

     

    宋老師授課

    To introduce the patent analytics of bibliographic data

    Reading Assignments:

    Sick, N., Merigó, J. M., Krätzig, O., & List, J. (2021). Forty years of World Patent Information: A bibliometric overview. World Patent Information64, 102011.

    Foundation of Statistics V:

    台大開放式課程「統計與生活」

    單元十三:顯著性檢定

    單元十四:統計推論的應用

    單元十五:交叉列表與卡方檢定

    15 hrs

    7

    (4/4) 清明節

    放假

     

    8

    (4/11) Semantic-based Patent Analysis for Strategic Technology Management (1)

     

    宋老師授課

    To introduce the patent analytics of textual data

    Reading Assignments:

    Bonino, D., Ciaramella, A., & Corno, F. (2010). Review of the state-of-the-art in patent information and forthcoming evolutions in intelligent patent informatics. World Patent Information32(1), 30-38.

    AI for Business:

    政大磨課師「商業人工智慧導論」簡士鎰老師

    單元一:AI與大數據導論

    20 hrs

    9

    (4/18) Semantic-based Patent Analysis for Strategic Technology Management (2)

    宋老師授課

    To introduce the patent analytics of textual data

    Reading Assignments:

    1. Chen, L., Xu, S., Zhu, L., Zhang, J., Lei, X., & Yang, G. (2020). A deep learning based method for extracting semantic information from patent documents. Scientometrics125(1), 289-312.

    2. 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 Information55, 37-51.

    AI for Business:

    政大磨課師「商業人工智慧導論」簡士鎰老師

    單元二:資料處理、資料探勘、機器學習、模型結果評估

    20 hrs

    10

    (4/25) Application of Patent Analytics on the Determination and Prediction of Patent Validity

    宋老師授課

    Application of Patent Analytics on the Determination and Prediction of Patent Validity

    Reading Assignments:

    1. Arts, S., Cassiman, B., & Gomez, J. C. (2018). Text matching to measure patent similarity. Strategic Management Journal39(1), 62-84.

    2. Raghupathi, V., Zhou, Y., & Raghupathi, W. (2018). Legal decision support: Exploring big data analytics approach to modeling pharma patent validity cases. IEEE Access6, 41518-41528.

    AI for Business:

    政大磨課師「商業人工智慧導論」簡士鎰老師

    單元三:電腦視覺、自然語言處理

    20 hrs

    11

    (5/2) Application of Patent Analytics on Innovation Management and Strategy

    宋老師授課

    Application of Patent Analytics on Innovation Management and Strategy

    Reading Assignments:

    1. Aristodemou, L., Tietze, F., Athanassopoulou, N., & Minshall, T. (2017). Exploring the future of patent analytics: a technology roadmapping approach.

    2. Guderian, C. C., Bican, P. M., Riar, F. J., & Chattopadhyay, S. (2021). Innovation management in crisis: patent analytics as a response to the COVID‐19 pandemic. R&D Management51(2), 223-239.

    Python for Machine Learning:

    政大磨課師「應用機器學習與Python」林怡伶老師

    單元一:Python入門

    20 hrs

    12

    (5/9) Application of Patent Analytics on Technology Forecast and Industry Analysis (1)

    許老師授課

    Ch. 9: Is Innovation Design-or Technology-Driven? Dyson

    Python for Machine Learning:

    政大磨課師「應用機器學習與Python」林怡伶老師

    單元二:線性迴歸、決策樹

    15 hrs

    13

    (5/16) Application of Patent Analytics on Technology Forecast and Industry Analysis (2)

    許老師授課

    Ch. 10: Predict Strategic Pivot Points: Bose

    Python for Machine Learning:

    政大磨課師「應用機器學習與Python」林怡伶老師

    單元三:向量機、模型優化

    15 hrs

    14

    (5/23) Application of Patent Analytics on Technology Forecast and Industry Analysis (3)

    許老師授課

    Ch. 11: Who Drives Innovation? Apple

    Python for Machine Learning:

    政大磨課師「應用機器學習與Python」林怡伶老師

    單元四:分群、資料降維、關聯分析

    15 hrs

    15

    (5/30) Application of Patent Analytics on Technology Forecast and Industry Analysis (4)

    許老師授課

    Ch. 12: Knowledge Acquisition and Assimilation After M&As: Adobe

    Python for Machine Learning:

    政大磨課師「應用機器學習與Python」林怡伶老師

    單元五:網路爬蟲

    15 hrs

    16

    (6/6) Application of Patent Analytics on Technology Forecast and Industry Analysis (5)

    許老師授課

    Ch. 13: Learn to Build Design Innovation Team: Samsung Versus LG

    Python for Machine Learning:

    政大磨課師「應用機器學習與Python」林怡伶老師

    單元六:自然語言處理

    15 hrs

    17

    (6/13) 期末報告課堂討論

    期末報告,每位報告40分鐘,問答與講評10分鐘

    10 hrs

    18

    (6/20) 期末回顧與分享

    期末回顧與分享

    10 hrs

     

     

     

     

     

    授課方式Teaching Approach

    60%

    講述 Lecture

    20%

    討論 Discussion

    20%

    小組活動 Group activity

    0%

    數位學習 E-learning

    0%

    其他: Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    缺課三次以上(含三次),學期成績一律以不及格論

    • 課堂出席、課程參與、指定閱讀之討論(30%)

    包含出席率、課前預習是否充分、課堂討論之積極參與程度。

    • 期末課堂報告(20%):運用本課程所學之理論與專利分析方法,實地完成一份專利大數據分析,並於課堂報告並接受詢問。
    • 期末報告(50%):運用本課程所學之理論與專利分析方法,實地完成一份專利大數據分析論文(博士班同學)或報告(碩士班同學)。

    指定/參考書目Textbook & References

    Textbook: Jieun Kim · Buyong Jeong · Daejung Kim (2021), Patent Analytics-- Transforming IP Strategy into Intelligence

    Reading Assignments:

    WIPO, The Role of Patent Information in Supporting Innovation

    https://www.wipo.int/edocs/mdocs/sme/en/wipo_smes_rom_09/wipo_smes_rom_09_e_workshop02_1-related1.pdf

    WIPO, Patent Information and Development, https://www.wipo.int/edocs/mdocs/sme/en/wipo_wasme_ipr_ge_03/wipo_wasme_ipr_ge_03_5-main1.pdf

    WIPO, WIPO Guide to using Patent Information, https://www.gccpo.org/Doc/CustomersService/wipo_pub_l434_03.pdf

     

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