专利引证视角下的技术演化研究综述

专利引文信息因反映技术传承关系、容易获取、便于定性定量化研究等特点,已越来越多地应用于技术演化分析。首先从专利引证角度对技术演化研究相关理论成果进行了系统梳理,将主要研究内容总结为技术主题演化趋势分析、技术前沿变迁比较、技术发展主路径识别、技术演化网络形态特征刻画与发展预测等四类,将涉及的主要研究方法总结为专利引文分析、文本挖掘、技术生命周期经典模型、TRIZ理论、网络分析等五类;分别针对各项研究内容与研究方法进行评述,逐一总结了各自的优势与局限;最后从研究思想、研究内容、研究方法、研究手段四个方面提出未来技术演化研究的发展方向:体现系统性思想、关注动态性与未来预测性、探索多元化方法体系、开发具有强大计算能力的软件。

Review on Technology Evolution Research from Patent Citation Perspective

The behavior of patent citation is a significant and measurable approach of technology evolution. First-ly, the significance of patent citation analysis for technology evolution research was elaborated, and then a compre-hensive literature review of the technology evolution research based on patent citation information was conducted. The research achievements were summarized as four aspects, which involves five major research methods. For each research aspect and method, the advantages and limitations in current were discussed. Finally, the possible re-search work in the future was suggested.