1. Preparation stage.
(1) Patent retrieval analysts need to know the type and background of the project, determine the purpose and purpose of the project, and define the scope of the project retrieval, that is, understand the real needs of customers. Real demand is the original basis of patent retrieval analysis, and it is also an important prerequisite for doing a good job in patent retrieval analysis report.
(2) The contact person of the demander may not really understand or fully understand the complete background and purpose of a project, so it is difficult to write a high-quality project demand book that even meets the minimum requirements. Therefore, patent retrieval analysts need to take the initiative to understand the relevant situation of the project, not only to communicate directly with the contact person of the demander, but also to communicate and confirm with the technical personnel related to the project, so as to clearly understand the whole context and ultimate goal. Patent retrieval analysts should also actively explore some background information of the project through other channels.
(3) The patent retrieval analyst determines the retrieval area, language range, time range, document type range, database range and related technical content range of the project. Each of the above retrieval ranges will greatly affect the subsequent retrieval analysis workload and retrieval analysis survey results, so the demander and the service provider need to be cautious and reach an understanding.
2. The retrieval stage.
Patent retrieval analysts need to determine the retrieval subject and classification number, compile the retrieval element table, construct the retrieval formula, and search according to the retrieval purpose and scope of the project.
(1) The two most important indexes in the retrieval stage: the integrity and accuracy of the retrieval results.
Patent retrieval analysts make choices or trade-offs according to the actual situation of the project, and the most basic consideration is the type and purpose of the project. If the project is a large-scale industrial patent analysis project, attention should be paid to the integrity of the retrieval results; If the item is novelty retrieval or invalid retrieval, more attention should be paid to the accuracy of the retrieval results.
(2) The retrieval stage can be roughly divided into two steps: retrieval and screening.
Patent retrieval analysts need to constantly debug retrieval keywords and classification numbers and construct different retrieval formulas to obtain the best retrieval results. Even if the best retrieval strategy is obtained after debugging, it may take two or even three searches. Screening is the process of excluding irrelevant patents and selecting target patents, sometimes called denoising process. In patent screening, batch screening method or individual screening method can be selected according to the specific situation of the project. This can ensure the work efficiency and the integrity and accuracy of the results. Of course, in the case of a small amount of data, we should try to choose the way of screening one by one.
3. Analysis stage.
The analysis stage is the core stage of searching and analyzing projects. Patent retrieval analysts need to use certain analytical tools and methods to process and integrate the results of patent retrieval data, and then display them intuitively, or they need to compare the retrieval results with specific goals, refer to certain standards, and draw tendentious conclusions through reasonable reasoning.
4. Writing stage.
Writing is the last stage of retrieval analysis project. Patent retrieval analysts should first construct the framework of patent retrieval analysis report, then integrate the previous stages, and then write patent retrieval analysis report.
(1) A good patent retrieval analysis report is not only a patent information analysis report, but also a technical information analysis report. It should be an analysis report of "comprehensive information", which should include patented technology information, non-patented technology information, industry information, market information, legal litigation information and so on.
(2) To write a patent retrieval analysis report, in addition to the three stages of preparation, retrieval and analysis, patent retrieval analysts should also collect, sort out and analyze the above-mentioned other information, especially the non-patented technical information that is most closely related to patent information. Through the analysis of non-patented technical information, it can help patent retrieval analysts to further clarify the technical development trend of specific industries or technical fields.
(3) At the end of the report, reasonable suggestions, countermeasures, plans or emergency treatment schemes should be given according to the project purpose. These suggestions or countermeasures can be specific, directional or even non-directional, just giving an objective evaluation of every possible countermeasure.