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Identifying core IoT technologies using ARM and FCM: A comprehensive data-driven method 利用 ARM 和 FCM 识别核心物联网技术:一种全面的数据驱动方法
IF 2.2 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-07-17 DOI: 10.1016/j.wpi.2024.102295
Jalil Heidary Dahooie , Iman nouri , Mehdi Mohammadi , Haydar Yalcin , Tugrul Daim

The internet of things (IoT) technology has garnered significant attention in recent years due to its wide-ranging applications. IoT, with its high connectivity capabilities, integrates various industrial, domestic, and agricultural devices into a smart and remotely controllable software and hardware platform. The field of IoT technology is expansive and encompasses a multitude of sub-technologies. Identifying core technologies in this domain is crucial for guiding research and development efforts by companies. Given the interrelation of these core technologies and their combination with recent decision-making approaches, network-based strategies have recently received special attention. The developed methods are based on static conditions and the assumption of stability, while in emerging technologies like IoT, the pace of changes over time is high. This leads to changes in the importance of technologies under various scenarios.

In this study, in order to analyze the extracted patent data, association rule mining (ARM) algorithms were applied to identify the relationships between technologies and social network analysis was used to analyze the relationships between technologies and estimate their initial weights. Finally, fuzzy cognitive map (FCM) were used to estimate the final weights of technologies and rank them. The fcm approach allows for simultaneous modeling of both static and dynamic states of the system and, on the other hand, by calculating under various scenarios, suggests a core technology that is sustainable.

The research results show that digital information transmission technologies, digital or electrical data processing, and wireless communication networks are the most important sub-technologies of Internet of things.

近年来,物联网(IoT)技术因其广泛的应用而备受关注。物联网以其高度的连接能力,将各种工业、家用和农业设备集成到一个可远程控制的智能软硬件平台中。物联网技术领域非常广泛,包含多种子技术。确定该领域的核心技术对于指导企业的研发工作至关重要。鉴于这些核心技术之间的相互关系以及它们与最新决策方法的结合,基于网络的战略最近受到了特别关注。已开发的方法基于静态条件和稳定性假设,而在物联网等新兴技术中,随着时间的推移,变化的速度非常快。在本研究中,为了分析提取的专利数据,应用了关联规则挖掘(ARM)算法来识别技术之间的关系,并使用社会网络分析来分析技术之间的关系并估计其初始权重。最后,使用模糊认知图(FCM)估算技术的最终权重并进行排序。研究结果表明,数字信息传输技术、数字或电子数据处理以及无线通信网络是物联网最重要的子技术。
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引用次数: 0
Will AI solve the patent classification problem? 人工智能能否解决专利分类问题?
IF 2.2 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-07-14 DOI: 10.1016/j.wpi.2024.102294
Eleni Kamateri , Michail Salampasis , Eduardo Perez-Molina

This paper scrutinizes the act of patent classification as it is performed by specialists, namely patent examiners, and currently supported by automated systems in patent offices for assigning classification codes to patent application documents. It collectively discusses aspects of the patent classification operation, some of them not very visible, which are not commonly encountered in other document and text classification tasks. The advent of Deep Learning (DL) and, especially, Large Language Models (LLMs) offer a new perspective on the development of automated systems addressing these inherent aspects of patent classification. Towards this direction, the paper analyses how these technologies can address the patent classification problems and concludes with a discussion of potential challenges and benefits that the application of Artificial Intelligence (AI) technologies may bring to the task of patent classification.

本文仔细研究了由专家(即专利审查员)执行的专利分类行为,目前专利局为专利申请文件分配分类代码的自动化系统为这一行为提供了支持。它对专利分类操作的各个方面进行了集体讨论,其中有些方面不太显眼,在其他文档和文本分类任务中并不常见。深度学习(DL),尤其是大型语言模型(LLM)的出现,为开发自动系统解决专利分类的这些固有问题提供了新的视角。朝着这个方向,本文分析了这些技术如何解决专利分类问题,最后讨论了人工智能(AI)技术的应用可能给专利分类任务带来的潜在挑战和益处。
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引用次数: 0
Patent characteristics for leishmaniasis treatment as a basis for freedom-to-operate analysis 以利什曼病治疗的专利特征为基础进行自由操作分析
IF 2.2 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-07-14 DOI: 10.1016/j.wpi.2024.102296
Cristian Buendia-Atencio , Solange Alexandra Arévalo Bello , Anny Rodríguez , Vaneza Paola Lorett Velasquéz , Laura Cuervo , Mónica Losada-Barragán , Silvio Alejandro Lopez-Pazos

Among the main zoonoses with the highest morbidity burden is leishmaniasis. The parasite of the genus Leishmania is its etiological agent. There are three forms of the disease: cutaneous, mucocutaneous and visceral. Pentavalent antimonial drugs are used for leishmaniasis treatment, however toxic side effects and parasite resistance have been detected. Intellectual Property Rights (IPRs) protect inventions that promote benefits to society, and patents are particularly notable for preserving advancements in biotechnology. To introduce innovative technologies, it is necessary to analyze the elements and processes involved in the development of products that may be protected by IPRs. This process consists of product deconstruction into its elements for an intellectual property analysis to contemplate commercial viability, and to determine strategies to avoid infringing third party rights (Freedom-to-Operate approach). In this project, a sample of patents protecting treatments directed against leishmaniasis were evaluated in order to know their characteristics, and to establish useful elements for Freedom-to-operate strategies. Open access patent databases were used (The Lens, Google patents, Patentscope, among others), and relevant characteristics such as claims, owners, technology protection region, or year of application for protection were determined. The sample obtained includes patents from 1967 to 2023. The majority of patents were found to be located in countries such as Brazil or the United States, and described developments focused on compounds derived from chemical synthesis, polypeptides, extracts, antigens, or structural components of the parasite. There are several patents that have already expired and whose information can be freely used. The Bolar exemption would allow the use of information from these patents for regulatory compliance purposes. This study provides an overview of what has been patented for leishmaniasis treatment, and information on Freedom-to-operate focus.

利什曼病是发病率最高的主要人畜共患病之一。利什曼病的病原体是利什曼属寄生虫。该病有三种形式:皮肤型、粘膜型和内脏型。五价抗锑药物用于利什曼病的治疗,但已发现毒副作用和寄生虫抗药性。知识产权(IPRs)保护对社会有益的发明,专利在保护生物技术进步方面尤为显著。要引进创新技术,就必须分析可能受知识产权保护的产品开发所涉及的要素和过程。这一过程包括将产品解构为各个要素,进行知识产权分析,以考虑商业可行性,并确定避免侵犯第三方权利的策略(自由运营方法)。在本项目中,对保护利什曼病治疗方法的专利进行了抽样评估,以了解其特点,并确定 "自由运营 "战略的有用要素。我们使用了开放访问的专利数据库(The Lens、谷歌专利、Patentscope 等),并确定了权利要求、所有人、技术保护区域或申请保护年份等相关特征。获得的样本包括 1967 年至 2023 年的专利。发现大多数专利位于巴西或美国等国家,所描述的发展主要集中在化学合成的化合物、多肽、提取物、抗原或寄生虫的结构成分。有几项专利已经到期,其信息可以自由使用。Bolar 豁免允许出于监管合规目的使用这些专利中的信息。本研究概述了利什曼病治疗方面的专利情况,以及有关自由使用重点的信息。
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引用次数: 0
Literature listing 文献目录
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-06-13 DOI: 10.1016/j.wpi.2024.102284
Susan Bates

Welcome to the latest quarterly Literature Listing intended as a current awareness service for readers indicating newly published books, journal, and conference articles on IP management; Information Retrieval Techniques; Patent Landscapes; Education & Certification; and Legal & Intellectual Property Office Matters. The current Literature Listing was compiled end-May 2024. Key resources include Scopus, Digital Commons, publishers' RSS feeds, and serendipity! This article gives a selection of interesting references to whet your appetite - the full list of references can be found in the companion datafile.

欢迎阅读最新的《文献目录》季刊,该季刊旨在为读者提供最新信息服务,介绍有关知识产权管理、信息检索技术、专利格局、教育与认证以及法律与知识产权局事务的新出版书籍、期刊和会议文章。当前的文献列表于 2024 年 5 月底编制完成。主要资源包括 Scopus、Digital Commons、出版商的 RSS 源和偶然性!本文精选了一些有趣的参考文献,以满足您的胃口--完整的参考文献列表可在配套的数据文件中找到。
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引用次数: 0
Modeling an indicator for statutory patent novelty 法定专利新颖性指标建模
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-05-31 DOI: 10.1016/j.wpi.2024.102283
Valentin J. Schmitt, Nils M. Denter

Novelty is considered a conditio sine qua non for the grant of a patent by most relevant patent authorities and in U.S. patent law defined by 35 U S C. §102. Previous attempts to operationalize patent novelty have been mostly based on theoretical principles, such as recombination theory, and have not estimated novelty according to data that officially determines whether sufficient novelty is present in an application. To overcome this gap, this study analyzes whether established measures of patent novelty are capable of predicting the rejection of an application based on lack of novelty. Furthermore, this study applies a combination of sophisticated unsupervised and supervised machine learning techniques to patent data and provides the possibility to estimate statutory novelty practiced by the USPTO by a modeled indicator. Measuring such statutory novelty would give applicants a tremendous competitive advantage to pursue patent strategies offensively and/or defensively. For example, the indicator allows companies – particularly small and medium-sized companies with limited resources – to assess the novelty and therefore the patentability of one’s own invention. Large companies, most of which are more likely to pursue an offensive patent strategy, can use the indicator to measure the novelty of numerous published third-party patents and challenge their validity.

新颖性被大多数相关专利机构视为授予专利的必要条件,在美国专利法中,新颖性被定义为《美国法典》第 35 篇第 102 节。§102.以往对专利新颖性的可操作性的尝试大多基于理论原则,如重组理论,并没有根据正式确定申请中是否存在足够新颖性的数据来估算新颖性。为了弥补这一不足,本研究分析了专利新颖性的既定衡量标准是否能够预测因缺乏新颖性而被驳回的申请。此外,本研究还将复杂的无监督和有监督机器学习技术结合应用于专利数据,并提供了通过模型指标估算美国专利商标局实施的法定新颖性的可能性。对这种法定新颖性的衡量将为申请人带来巨大的竞争优势,使其能够采取进攻性和/或防御性的专利战略。例如,该指标允许公司--尤其是资源有限的中小型公司--评估自身发明的新颖性,从而评估其专利性。大公司大多更倾向于采取进攻型专利战略,它们可以利用该指标来衡量众多已公布的第三方专利的新颖性,并对其有效性提出质疑。
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引用次数: 0
A novel re-ranking architecture for patent search 专利检索的新型重新排序架构
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-05-28 DOI: 10.1016/j.wpi.2024.102282
Vasileios Stamatis, Michail Salampasis, Konstantinos Diamantaras

Patent search presents unique challenges due to the intricate structure and specialized terminology embedded in patent documents. While neural models have been successfully applied in various information retrieval (IR) tasks, these inherent complexities have hindered their effectiveness in patent search. To address these challenges, we propose a novel re-ranking architecture that effectively handles long, structured patent documents and leverages AI models to interpolate lexical and semantic signals of relevance. Additionally, the architecture incorporates query-specific weights for the final re-ranking process. To address partial relevance between patent sections our method effectively models the relevance relationships between different sections of patent documents. We calculate lexical and semantic signals of relevance from each document section and feed them as input features to AI models that estimate a combined relevance score. Finally, we compute query-specific weights to determine the relative contributions of lexical and semantic relevance for the final re-ranking. Extensive experiments on the CLEF-IP dataset demonstrate that our method outperforms several baselines, achieving substantial and statistically significant improvements in retrieval performance. We further assess the adaptability of our method using the MSMARCO dataset, where it exhibits limited performance, indicating its suitability for domain-specific patent research.

由于专利文件中蕴含着错综复杂的结构和专业术语,专利检索面临着独特的挑战。虽然神经模型已成功应用于各种信息检索(IR)任务,但这些固有的复杂性阻碍了它们在专利检索中的有效性。为了应对这些挑战,我们提出了一种新颖的重新排序架构,它能有效处理冗长的结构化专利文档,并利用人工智能模型来插值相关的词汇和语义信号。此外,该架构还在最终重新排序过程中加入了特定查询权重。为了解决专利部分之间的部分相关性问题,我们的方法对专利文件不同部分之间的相关性关系进行了有效建模。我们计算每个文档部分的词汇和语义相关性信号,并将其作为输入特征提供给人工智能模型,从而估算出综合相关性得分。最后,我们计算特定查询的权重,以确定词义和语义相关性对最终重新排序的相对贡献。在 CLEF-IP 数据集上进行的大量实验表明,我们的方法优于几种基线方法,在检索性能方面取得了显著的统计改进。我们还使用 MSMARCO 数据集进一步评估了我们方法的适应性,该数据集的性能有限,这表明我们的方法适用于特定领域的专利研究。
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引用次数: 0
Trust in information security technology: An intellectual property analysis 对信息安全技术的信任:知识产权分析
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-05-24 DOI: 10.1016/j.wpi.2024.102281
Angélica Pigola , Fernando de Souza Meirelles , Priscila Rezende da Costa , Geciane Silveira Porto

While zero-trust (ZT) technologies cover many aspects of trust in information security (TinIS) critical to Federal enterprises, more research is required to effectively identify their benefits at scale. In this sense, an appropriate valuation of ZT intellectual property (IP) uncovers future challenges with ZT principles to both scholars and Federal enterprises. Therefore, this research attempts to understand the marginal effects of having ZT IP on Federal enterprise governance in terms of return on government effectiveness, regulatory quality, and e-participation. We collected objective data from Derwent Innovation (Clarivate Analytics) and the World Intellectual Property Organization (WIPO IP Statistics) to test the interplay of the 1297 ZT strategic patent with Federal enterprise governance. Through panel regression models using fixed effects, we conduct Heckman correction model analyses and the generalized moment method (GMM) to alleviate potential sampling biases and endogeneity. The findings suggest that ZT strategic patent is positively related to both government effectiveness and regulatory quality but without any effect on e-participation. Furthermore, we find that diverse technological IP portfolios in ZT technologies do not strengthen the effects of ZT strategic patent on Federal enterprises.

尽管零信任(ZT)技术涵盖了对联邦企业至关重要的信息安全信任(TinIS)的许多方面,但仍需要开展更多研究,以有效确定其规模效益。从这个意义上说,对 ZT 知识产权(IP)进行适当评估,可以发现 ZT 原则对学者和联邦企业的未来挑战。因此,本研究试图从政府效率回报、监管质量和电子参与等方面,了解拥有 ZT 知识产权对联邦企业治理的边际效应。我们从 Derwent Innovation (Clarivate Analytics) 和世界知识产权组织 (WIPO IP Statistics) 收集了客观数据,以检验 1297 ZT 战略专利与联邦企业治理之间的相互作用。通过使用固定效应的面板回归模型,我们进行了赫克曼修正模型分析和广义矩方法(GMM),以减轻潜在的抽样偏差和内生性。研究结果表明,ZT 战略专利与政府效率和监管质量均呈正相关,但对电子参与没有任何影响。此外,我们还发现,ZT 技术中多样化的技术知识产权组合并不会加强 ZT 战略专利对联邦企业的影响。
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引用次数: 0
Estimating patent value in the United States and Japan 估算美国和日本的专利价值
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-05-20 DOI: 10.1016/j.wpi.2024.102280
Masami Kawase

Patents contribute to economic development; therefore, estimations of patent value are significant in measuring their impact on the economy. With this in mind, this article discusses estimations of patent value with the renewal model developed by several economists. Targeted patents are those issued in the United States and Japan from 1990 to 2010. In addition, the study examines patent values for several technology fields and considers which technology field should be the focus for the United States and Japan. Moreover, this article compares estimations based on the renewal model versus those based on other data such as sales, trade prices, or trials and analyzes how close this model's estimations are to the real values. This article's results demonstrate that the renewal model is useful for evaluating patents overall and analyzing technological trends from a patent perspective.

专利有助于经济发展;因此,专利价值的估算对于衡量其对经济的影响意义重大。有鉴于此,本文讨论了利用多位经济学家开发的更新模型对专利价值进行估算的问题。研究对象是 1990 年至 2010 年在美国和日本颁发的专利。此外,研究还考察了多个技术领域的专利价值,并考虑了美国和日本应重点关注哪个技术领域。此外,本文还将基于更新模型的估算结果与基于销售、贸易价格或试验等其他数据的估算结果进行了比较,并分析了该模型的估算结果与实际价值的接近程度。本文的研究结果表明,续展模型有助于从专利角度对专利进行整体评估和技术趋势分析。
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引用次数: 0
Intellectual property rights in the agri-food chains: A systematic review and bibliometric analysis 农业食品链中的知识产权:系统回顾和文献计量分析
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-05-06 DOI: 10.1016/j.wpi.2024.102279
Tadesse K. Amentae , Wei Song , Jinjin Wang

This review analyzed 471 journal articles focusing on Intellectual Property Rights (IPR) in the agri-food sector. Using bibliometric analysis and systematic literature review techniques, it aimed to uncover key debates and insights. It examined relevant bibliometric data by employing tools like HistCite 12.03.17, VOSviewer 1.6.19, and CiteNetExplorer 1.0.0. Furthermore, using content analysis, the literature was classified and discussed under six main clusters: IPR's impact on technology and innovation, IPR's influence on seeds, IPR's role in sustainable development, intersections between IPR and research and development, discussions on geographical indications (GIs), and IPR management and policy. These clusters provided diverse perspectives on IPR's role in the agri-food sector, ranging from fostering innovation and sustainability to concerns about power concentration, farmer rights, environmental impacts, and socioeconomic outcomes. GIs were unanimously recognized for safeguarding product reputation tied to specific regions. The review summarized the intricate relationship between IPR and research and development and tools for effective IPR management and policy considerations. Overall, the IPR in agri-food sector literature offers diverse, sometimes conflicting views with limited empirical research. As a result, further comprehensive empirical investigations are required to understand the subject and better inform policymakers.

本综述分析了 471 篇关于农业食品行业知识产权 (IPR) 的期刊文章。采用文献计量分析和系统文献综述技术,旨在揭示关键的辩论和见解。它使用 HistCite 12.03.17、VOSviewer 1.6.19 和 CiteNetExplorer 1.0.0 等工具对相关文献计量数据进行了研究。此外,通过内容分析,对文献进行了分类,并按照六大类进行了讨论:知识产权对技术和创新的影响、知识产权对种子的影响、知识产权在可持续发展中的作用、知识产权与研发之间的交叉、关于地理标志(GIs)的讨论以及知识产权管理和政策。这些专题组就知识产权在农业食品领域的作用提出了不同的观点,从促进创新和可持续发展,到对权力集中、农民权利、环境影响和社会经济成果的担忧,不一而足。大家一致认为,地理标志保护了与特定地区相关的产品声誉。审查总结了知识产权与研发之间错综复杂的关系,以及有效管理知识产权的工具和政策考虑因素。总体而言,有关农业食品行业知识产权的文献观点多样,有时相互冲突,实证研究有限。因此,需要进一步开展全面的实证调查,以了解这一主题并更好地为决策者提供信息。
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引用次数: 0
Exploring cybertechnology standards through bibliometrics: Case of National Institute of Standards and Technology 通过文献计量学探索网络技术标准:美国国家标准与技术研究院案例
IF 2.7 Q2 INFORMATION SCIENCE & LIBRARY SCIENCE Pub Date : 2024-04-20 DOI: 10.1016/j.wpi.2024.102278
Tugrul Daim , Haydar Yalcin , Alain Mermoud , Valentin Mulder

Cyber security is one of the topics that gain importance today. It is necessary to determine the basic components, basic dynamics, and main actors of the Cyber security issue, which is obvious that it will have an impact in many areas from social, social, economic, environmental, and political aspects, as a hot research topic. When the subject literature is examined, it has become a trend-forming research subject followed by institutions and organizations that produce R&D policy, starting from the level of governments. In this study, cybersecurity research is examined in the context of 5 basic cyber security functions specified in the cyber security standard (CSF) defined by the National Institute of Standards and Technology (NIST). It is aimed to determine the research topics emerging in the international literature, to identify the most productive countries, to determine the rankings created by these countries according to their functions, to determine the research clusters and research focuses. In the study, several quantitative methods were used, especially scientometrics, social network analysis (SNA) line theory and structural hole analysis. Statistical tests (Log-Likelihood Ratio) were used to reveal the prominent areas, and the text mining method was also used. we first defined a workflow according to the “Identify”, “Protect”, “Detect”, “Respond” and “Recover” setups, and conducted an online search on the Web of Science (WoS) to access the information on the publications on the relevant topics It is seen that actors, institutions and research create different densities according to various geographical regions in the 5 functions defined within the framework of cybersecurity. It is possible to say that infiltration detection, the internet of things and the concept of artificial intelligence are among the other prominent research focuses, although it is seen that smart grids are among the most prominent research topics. In the first clustering analysis we performed, we can say that 17 clusters are formed, especially when we look under the definition function. The largest of these clusters has 32 data points, so-called "decision making models".

网络安全是当今日益重要的课题之一。作为一个热门研究课题,网络安全问题显然会对社会、社会、经济、环境和政治等多个领域产生影响,因此有必要确定网络安全问题的基本组成部分、基本动态和主要参与者。通过对相关文献的研究发现,从政府层面开始,网络安全问题已经成为制定研发政策的机构和组织所关注的一个趋势性研究课题。本研究以美国国家标准与技术研究院(NIST)制定的网络安全标准(CSF)中规定的 5 项基本网络安全功能为背景,对网络安全研究进行了考察。研究的目的是确定国际文献中出现的研究课题,找出最有成果的国家,确定这些国家根据其职能创造的排名,确定研究集群和研究重点。研究中使用了多种定量方法,特别是科学计量学、社会网络分析(SNA)线理论和结构洞分析。我们首先根据 "识别"、"保护"、"检测"、"响应 "和 "恢复 "设置定义了工作流程,并在科学网(WoS)上进行在线搜索,以获取相关主题的出版物信息。可以说,尽管智能电网是最突出的研究课题之一,但渗透检测、物联网和人工智能概念是其他突出的研究重点。在我们进行的第一次聚类分析中,可以说形成了 17 个聚类,尤其是在定义函数下。其中最大的聚类有 32 个数据点,即所谓的 "决策模型"。
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引用次数: 0
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