簡易檢索 / 詳目顯示

研究生: 黃曉莉
Huang, Shiau-Li
論文名稱: 基於專利地圖設計之能力集合擴展與可變空間規劃提升創新能力
A Patent Map Design based Competence Set Expansion and Changeable Space Programming for Enhancing Innovation Capabilities
指導教授: 黃啟祐
Huang, Chi-Yo
學位類別: 碩士
Master
系所名稱: 工業教育學系
Department of Industrial Education
論文出版年: 2017
畢業學年度: 105
語文別: 英文
論文頁數: 126
中文關鍵詞: 專利佈局可變空間能力集合擴展
英文關鍵詞: Patent Plan
DOI URL: https://doi.org/10.6345/NTNU202202691
論文種類: 學術論文
相關次數: 點閱:155下載:0
分享至:
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報
  • 現在是屬於知識經濟的時代,透過知識的累積、流動與應用,幫助個人、企業、經濟可以成長精進。之前的研究已展現出專利的分析與探討,然而,關於企業針對專利在競爭力中所做的分析與戰略的訂定,以及如何讓資源分配最佳化,這兩部分較少被討論。因此,本研究的目的是為了幫助以知識為主的高科技企業,來制定決策及與競爭對手產生差異化,並且分析技術的競爭力,以利未來投資組合的發展。
    為了延展目前專注在挖掘專利資訊的研究,本文將擴大研究範圍,以專利資訊為基礎進行能力集合的擴展。研究者首先定義所要進行專利檢索的技術範圍,接著確認所要採用的專利數據庫,再根據檢索的結果作出技術功效矩陣。為了滿足特定產品的創新所需要的技術,本研究以專家意見為基礎,並透過混合的多評準決策模型之運用,包含決策實驗室分析法找出影響,以及以決策實驗室分析法為基礎之分析網路程序法。接著,利用專家意見來評估需要何種能力來填補所謂的技術缺口。根據能力集合擴展的結果,畫出擴展的路線圖,可以得知在電動車產業中,電池管理的相關功能是最被看好的,接著評估相關成本與需要擴展的能力,並透過不同方法的運算,得出完整的技術拓展過程,同時期望透過運算可以幫助企業達成最佳化的目標。

    Knowledge has become one of the most factor conditions for most economies. Previous researchers have already demonstrated how the patent information be explored and analyzed. However, that how the patent information introduced for firm's levels competence analyses, strategy definitions, as well as the Meta optimum solution derivations for resource allocation were seldom discussed. According to the study, these decision makers can use the outcome to take decisions for differentiating between competitors and help the portfolio strategies developed. During the process, the study tries to find out the hidden patterns from patent data that are the important origin of the innovation. This study uses qualitative method, and to get an important view of innovation activities. For extending the study focusing digging the information of patent, this study would broaden the scope that the competence set expansion of patent information as the basis. At first, the author would define the technology scope that carries on patent search. After checking the patent database selected, the author would construct the technology/functionality matrix by the result. Next, based on the professional opinion, the author would use hybrid MCDM methods consisting of the DEMATEL based network process and the VIKOR method to satisfy the technology of innovation of specific product. Following that, the author would evaluate how to reduce the gap between the level of technology and the level of desire. Through a variety of methods of operation, a complete process of technological development, while the hope that through the operation can help enterprises achieve the goal of optimization.

    摘要 i Abstract ii Context iii List of Table v List of Figure vi Chapter 1 Introduction 1 1.1 Research Background and Motivations 1 1.2 Research Objectives 8 1.3 Research Process 10 1.4 Research Limitations and Future Research 12 1.5 Research Structure 13 1.6 Overview of the Research 14 Chapter 2 Literature Review 15 2.1 Patent 15 2.2 Competence 25 2.3 The Relationships between Patents and Competence 33 Chapter 3 Research Methods 35 3.1 Patent Search 36 3.2 Technology selection 49 3.3 Fuzzy Competence Set Expansion 56 3.4 Performance gap improvement for establishing improvement strategies 62 3.5 Modified VIKOR method for ranking and improving competence sets 65 3.6 Changeable Space 68 Chapter 4 Empirical Study 73 4.1 Problem Description 73 4.2 Result analysis 74 Chapter 5 Discussion 109 5.1 Management implication 109 5.2 Research Limitations 113 5.3 The possibility of future research 114 Chapter 6 Conclusion 115 Reference 117

    Anderson, M. H., Cislo, D., Saavedra, J., & Cameron, K. (2013). Why International Inventors Might Want to Consider Filing Their First Patent Application at the United States Patent Office & the Convergence of Patent Harmonization and Ecommerce. Santa Clara High Tech. LJ, 30, 555.
    Angue, K., Ayerbe, C., & Mitkova, L. (2014). A method using two dimensions of the patent classification for measuring the technological proximity: an application in identifying a potential R&D partner in biotechnology. The Journal of Technology Transfer, 39(5), 716-747.
    Babic, Z., & Pavic, I. (1996). Multicriterial production planning by De Novo programming approach. International Journal of Production Economics, 43(1), 59-66.
    Barirani, A., Agard, B., & Beaudry, C. (2013a). Competence maps using agglomerative hierarchical clustering. Journal of Intelligent Manufacturing, 24(2), 373-384.
    Barirani, A., Agard, B., & Beaudry, C. (2013b). Discovering and assessing fields of expertise in nanomedicine: a patent co-citation network perspective. Scientometrics, 94(3), 1111-1136.
    Barney, J. (1991). Firm resources and sustained competitive advantage. Journal of management, 17(1), 99-120.
    Bartlett, C. A., & Ghoshal, S. (1989). Managing across borders: The transnational corporation. Harvard Business School Press, Boston.
    Basberg, B. L. (1987). Patents and the measurement of technological change: a survey of the literature. Research Policy, 16(2), 131-141.
    Becker, H. (2014). Social impact assessment: method and experience in Europe, North America and the developing world: Routledge.
    Belderbos, R., & Carree, M. (2002). The location of Japanese investments in China: Agglomeration effects, keiretsu, and firm heterogeneity. Journal of the Japanese and international economies, 16(2), 194-211.
    Bellman, R. (1952). On the theory of dynamic programming. Proceedings of the National Academy of Sciences of the United States of America, 38(8), 716.
    Botterman, M., Anderson, R. H., van Binst, P., Cave, J., & Libicki, M. (2003). Enabling the Information Society by Stimulating the Creation of a Broadband Environment in Europe. Analyses of Evolution Scenarios for Future Networking Technologies and Networks in Europe: DTIC Document.
    Brennan, T. J., Palmer, K. L., Kopp, R. J., Krupnick, A. J., Stagliano, V., & Burtraw, D. (2014). A shock to the system: Restructuring America's electricity industry: Routledge.
    Breschi, S., Lissoni, F., & Malerba, F. (2003). Knowledge-relatedness in firm technological diversification. Research Policy, 32(1), 69-87.
    Caiazza, R., Richardson, A., & Audretsch, D. (2015). Knowledge effects on competitiveness: From firms to regional advantage. The Journal of Technology Transfer, 40(6), 899-909.
    Cantwell, J., & Mudambi, R. (2005). MNE competence‐creating subsidiary mandates. Strategic Management Journal, 26(12), 1109-1128.
    Carlsson, C., & Korhonen, P. (1986). A parametric approach to fuzzy linear programming. Fuzzy sets and systems, 20(1), 17-30.
    Cheng, T.-Y. (2012). A New Method of Creating Technology/Function Matrix for Systematic Innovation without Expert. Journal of technology management & innovation, 7(1), 118-127.
    Cheng, T.-Y., & Wang, M.-T. (2013). The Patent-Classification Technology/Function Matrix-A Systematic Method for Design Around. Journal of Intcllectunl Property Rights, 18, 158-167.
    Cheon, S.-H., Lee, K.-M., Kim, M.-K., Je, Y.-T., Shin, S.-H., Kim, M.-H., . . . Kwak, J. (2013). Analysis and Application Methods of Patent Map for Performance Diffusion of Translational Research in Health Technology Research and Development. KSBB Journal, 28(6), 339-348.
    Chiang, C.-I. (2002). Problem-oriented competence set analysis and applications. Ph. D. Dissertation, Institute of Traffic and Transportation, National Chiao Tung University.
    Chianglin, C. Y., Lai, T. C., & Yu, P. L. (2007). Linear Programming Models With Changeable Parameters—Theoretical Analysis On" Taking Loss At The Ordering Time And Making Profit At The Delivery Time". International Journal of Information Technology & Decision Making, 6(04), 577-598.
    Chiu, Y.-J., Chen, H.-C., Tzeng, G.-H., & Shyu, J. Z. (2006). Marketing strategy based on customer behaviour for the LCD-TV. International Journal of Management and Decision Making, 7(2-3), 143-165.
    Choi, J. Y., Jeong, S., & Kim, K. (2015). A Study on Diffusion Pattern of Technology Convergence: Patent Analysis for Korea. Sustainability, 7(9), 11546-11569.
    Crane, R. S., Kuyken, W., Williams, J. M. G., Hastings, R. P., Cooper, L., & Fennell, M. J. (2012). Competence in teaching mindfulness-based courses: concepts, development and assessment. Mindfulness, 3(1), 76-84.
    Daim, T. U., Rueda, G., Martin, H., & Gerdsri, P. (2006). Forecasting emerging technologies: Use of bibliometrics and patent analysis. Technological Forecasting and Social Change, 73(8), 981-1012.
    Di Battista, P. (1994). Effects of planning on performance of trust‐violating versus tactful, white lies: How are familiar speech acts cognitively represented? Communication Studies, 45(2), 174-186.
    Donabedian, A. (1989). Institutional and professional responsibilities in quality assurance. International Journal for Quality in Health Care, 1(1), 3-11.
    Dong, J. Q., & Yang, C.-H. (2015). Information technology and organizational learning in knowledge alliances and networks: Evidence from US pharmaceutical industry. Information & Management, 52(1), 111-122.
    Dutfield, G. (2014). Intellectual property, biogenetic resources, and traditional knowledge: Earthscan.
    Elkington, J. (1998). Partnerships from cannibals with forks: The triple bottom line of 21st‐century business. Environmental Quality Management, 8(1), 37-51.
    Epstein, R. M., & Hundert, E. M. (2002). Defining and assessing professional competence. Jama, 287(2), 226-235.
    Ernst, H. (2003). Patent information for strategic technology management. World patent information, 25(3), 233-242.
    Feldman, M. J. (1994). A strategy for using student perceptions in the assessment of general education. The Journal of General Education, 151-167.
    Feldman, R. (2012). Intellectual Property Wrongs. Stan. JL Bus. & Fin., 18, 250.
    Freres, M., & Finkelman, J. (2014). How to protect the intellectual property of IO and consulting psychology interventions and gain a competitive advantage: Secrecy, copyright, and patent eligibility through empirical components. Consulting Psychology Journal: Practice and Research, 66(2), 138.
    Fromer, J. C., & Lemley, M. A. (2014). The Audience in Intellectual Property Infringement.
    Fu, Y., Han, H., & Zhu, L. (2015). Patent Technology Competitor Group Analysis Method Based on IPC.
    Furlan, A. J., Reisman, M., Massaro, J., Mauri, L., Adams, H., Albers, G. W., . . . Landzberg, M. (2012). Closure or medical therapy for cryptogenic stroke with patent foramen ovale. New England Journal of Medicine, 366(11), 991-999.
    Gabus, A., & Fontela, E. (1972). World problems, an invitation to further thought within the framework of DEMATEL. Battelle Geneva Research Center, Geneva, Switzerland.
    Gebhard, C., & Date, C. (2013). THE NEW ECONOMY OF CREATIVITY: AUTHORS, LITERARY PROPERTY, AND DIGITAL PUBLISHING.
    Goodland, R. (1995). The concept of environmental sustainability. Annual review of ecology and systematics, 1-24.
    Grefenstette, J. J. (1991). Strategy acquisition with genetic algorithms: Navy Research Laboratory, Navy Center for Applied Research in Artificial Intelligence.
    Ha, S. H., Liu, W., Cho, H., & Kim, S. H. (2015). Technological advances in the fuel cell vehicle: Patent portfolio management. Technological Forecasting and Social Change.
    Hsu, F.-C., Trappey, A. J., Trappey, C. V., Hou, J.-L., & Liu, S.-J. (2006). Technology and knowledge document cluster analysis for enterprise R&D strategic planning. International Journal of Technology Management, 36(4), 336-353.
    Hu, A. G., & Jefferson, G. H. (2009). A great wall of patents: What is behind China's recent patent explosion? Journal of Development Economics, 90(1), 57-68.
    Hu, Y.-C., Chen, R.-S., & Tzeng, G.-H. (2002). Generating learning sequences for decision makers through data mining and competence set expansion. Systems, Man, and Cybernetics, Part B: Cybernetics, IEEE Transactions on, 32(5), 679-686.
    Hu, Y.-C., Chen, R.-S., Tzeng, G.-H., & Chiu, Y.-J. (2003). Acquisition of compound skills and learning costs for expanding competence sets. Computers & Mathematics with Applications, 46(5), 831-848.
    Hu, Y.-C., Chiu, Y.-J., Chen, C.-M., & Tzeng, G.-H. (2003). Competence set expansion for obtaining scheduling plans in intelligent transportation security systems Multi-Objective Programming and Goal Programming (pp. 347-352): Springer.
    Huang, C.-Y., Shyu, J. Z., & Tzeng, G.-H. (2007). Reconfiguring the innovation policy portfolios for Taiwan's SIP Mall industry. Technovation, 27(12), 744-765.
    Huang, K.-F. (2011). Technology competencies in competitive environment. Journal of Business Research, 64(2), 172-179.
    Huang, Z., Chen, H., Yip, A., Ng, G., Guo, F., Chen, Z.-K., & Roco, M. C. (2003). Longitudinal patent analysis for nanoscale science and engineering: Country, institution and technology field. Journal of Nanoparticle Research, 5(3-4), 333-363.
    Jang, Y., Gim, J., Lee, J., Jung, D.-H., & Jung, H. (2015). Patent Analysis for Organization based on Patent Evolution Model.
    Jeong, S., & Yoon, B. (2011). Exploring an essential patent through a GTM-based standard map. Paper presented at the Technology Management Conference (ITMC), 2011 IEEE International.
    Jun, S., & Park, S. (2015). Examining technological competition between BMW and Hyundai in the Korean car market. Technology Analysis & Strategic Management, 1-20.
    Junwen, F. (2012a). Competence System Management. Management Science and Engineering, 6(4), 7-14.
    Junwen, F. (2012b). A Study on Competence Sets Expansion Facing on Engineering Management Decision. Management Science and Engineering, 6(4), 1-6.
    Kääriäinen, J., Teppola, S., & Välimäki, A. (2013). Building a Concept Solution for Upgrade Planning in the Automation Industry. Paper presented at the On the Move to Meaningful Internet Systems: OTM 2013 Workshops.
    Kiggins, R. D. (2015). The Political Economy of Rare Earth Elements: Rising Powers and Technological Change: Palgrave Macmillan.
    Kim, C., & Kim, M.-S. (2015). Identifying core environmental technologies through patent analysis. Innovation, 17(1), 139-158.
    Kim, H., & Song, J. (2013). Social network analysis of patent infringement lawsuits. Technological Forecasting and Social Change, 80(5), 944-955.
    Kim, Y. G., Suh, J. H., & Park, S. C. (2008). Visualization of patent analysis for emerging technology. Expert Systems with Applications, 34(3), 1804-1812.
    Lai, Y.-J., & Hwang, C.-L. (1994). Fuzzy multiple objective decision making: Springer.
    Lee, C., Jeon, J., & Park, Y. (2011). Monitoring trends of technological changes based on the dynamic patent lattice: A modified formal concept analysis approach. Technological Forecasting and Social Change, 78(4), 690-702.
    Leydesdorff, L. (2008). Patent classifications as indicators of intellectual organization. Journal of the American Society for Information Science and Technology, 59(10), 1582-1597.
    Li, H.-L. (1999). Incorporating competence sets of decision makers by deduction graphs. Operations Research, 47(2), 209-220.
    Li, H., & Yu, P. (1994). Optimal competence set expansion using deduction graphs. Journal of Optimization Theory and Applications, 80(1), 75-91.
    Lin, B.-W., Chen, C.-J., & Wu, H.-L. (2006). Patent portfolio diversity, technology strategy, and firm value. Engineering Management, IEEE Transactions on, 53(1), 17-26.
    Lin, B.-W., & Wu, C.-H. (2010). How does knowledge depth moderate the performance of internal and external knowledge sourcing strategies? Technovation, 30(11), 582-589.
    Lin, C.-J., & Wu, W.-W. (2008). A causal analytical method for group decision-making under fuzzy environment. Expert Systems with Applications, 34(1), 205-213.
    Lin, C.-M. (2006). Multiobjective fuzzy competence set expansion problem by multistage decision-based hybrid genetic algorithms. Applied Mathematics and Computation, 181(2), 1402-1416.
    Liou, J. J., Tzeng, G.-H., & Chang, H.-C. (2007). Airline safety measurement using a hybrid model. Journal of Air Transport Management, 13(4), 243-249.
    Liu, Y. (2015). Research on Patent Information Analyzing and Predicting System Based on Data Mining. International Journal of Hybrid Information Technology, 8(5), 207-214.
    Motohashi, K. (2012). Managing competency creating R&D subsidiaries: Evidence from Japanese multinationals. Tokyo Center for Economic Research (TCER) Paper No. E-48.
    Opricovic, S. (1998). Multicriteria optimization of civil engineering systems. Faculty of Civil Engineering, Belgrade, 2(1), 5-21.
    Opricovic, S., & Tzeng, G.-H. (2003). Defuzzification within a multicriteria decision model. International Journal of Uncertainty, Fuzziness and Knowledge-Based Systems, 11(05), 635-652.
    Opricovic, S., & Tzeng, G.-H. (2004). Compromise solution by MCDM methods: A comparative analysis of VIKOR and TOPSIS. European Journal of Operational Research, 156(2), 445-455.
    Opricovic, S., & Tzeng, G.-H. (2007). Extended VIKOR method in comparison with outranking methods. European Journal of Operational Research, 178(2), 514-529.
    Peters, D. H., Noor, A. A., Singh, L. P., Kakar, F. K., Hansen, P. M., & Burnham, G. (2007). A balanced scorecard for health services in Afghanistan. Bulletin of the World Health Organization, 85(2), 146-151.
    Pijl-Zieber, E. M., Barton, S., Konkin, J., Awosoga, O., & Caine, V. (2014). Competence and competency-based nursing education: finding our way through the issues. Nurse education today, 34(5), 676-678.
    Po, L. Y., & Zhang, D. (1990). A foundation for competence set analysis. Mathematical Social Sciences, 20(3), 251-299.
    Po, L. Y., & Zhang, D. (1992). Optimal expansion of competence sets and decision support. INFOR, 30(2), 68.
    Qureshi, H., & Sokobin, J. (2015). Do Investors Have Valuable Information About Brokers? FINRA Office of the Chief Economist Working Paper.
    Robertson, B. (1969). POSTNATAL FORMATION AND OBLITERATION OF ARTERIAL ANASTOMOSES IN THE HUMAN LUNG A Microangiographic and Histologic Study. Pediatrics, 43(6), 971-979.
    Rodolfa, E., Bent, R., Eisman, E., Nelson, P., Rehm, L., & Ritchie, P. (2005). A Cube Model for Competency Development: Implications for Psychology Educators and Regulators. Professional Psychology: Research and Practice, 36(4), 347.
    Roper, S., & Hewitt-Dundas, N. (2015). Knowledge stocks, knowledge flows and innovation: Evidence from matched patents and innovation panel data. Research Policy, 44(7), 1327-1340.
    Sampson, R. C. (2007). R&D alliances and firm performance: The impact of technological diversity and alliance organization on innovation. Academy of Management Journal, 50(2), 364-386.
    Scalas, L. F., Marsh, H. W., Morin, A. J., & Nagengast, B. (2014). Why is support for Jamesian actual–ideal discrepancy model so elusive? A latent-variable approach. Personality and Individual Differences, 69, 62-68.
    Shapiro, C. (2001). Navigating the patent thicket: Cross licenses, patent pools, and standard setting Innovation Policy and the Economy, Volume 1 (pp. 119-150): MIT press.
    Sherman, B. (2015). Before the High Court. Sydney L. Rev., 37, 135.
    Shi, D., & Yu, P. (1996). Optimal expansion and design of competence sets with asymmetric acquiring costs. Journal of Optimization Theory and Applications, 88(3), 643-658.
    Shi, D., & Yu, P. (1999). Optimal expansion of competence sets with intermediate skills and compound nodes. Journal of Optimization Theory and Applications, 102(3), 643-657.
    Shi, Y. (1995). Studies on optimum-path ratios in multicriteria De Novo programming problems. Computers & Mathematics with Applications, 29(5), 43-50.
    Sotarauta, M. (2014). A Competence Set Approach and the Universities.
    Stiglitz, J. E. (2014). Intellectual property rights, the pool of knowledge, and innovation: National Bureau of Economic Research.
    Su, F.-P., Yang, W.-G., & Lai, K.-K. (2011). A heuristic procedure to identify the most valuable chain of patent priority network. Technological Forecasting and Social Change, 78(2), 319-331.
    Taghizadeh, H., & Shokri, A. (2015). Relationship Among the Dimensions of Knowledge Management from the Viewpoint of Social Capital Based on Interpretive Structural Modelling (A Case Study). Journal of Information & Knowledge Management, 14(03), 1550024.
    Tamura, H., Nagata, H., & Akazawa, K. (2002). Extraction and systems analysis of factors that prevent safety and security by structural models. Paper presented at the SICE 2002. Proceedings of the 41st SICE Annual Conference.
    Trappey, A. J., Trappey, C. V., & Wu, C.-Y. (2009). Develop Non-Exhaustive Overlapping Partitioning Clustering for Patent Analysis Based on the Key Phrases Extracted Using Ontology Schema and Fuzzy Adaptive Resonance Theory Global Perspective for Competitive Enterprise, Economy and Ecology (pp. 349-360): Springer.
    Trappey, C. V., Wu, H.-Y., Taghaboni-Dutta, F., & Trappey, A. J. (2009). China RFID patent analysis. Paper presented at the ASME 2009 International Manufacturing Science and Engineering Conference.
    Tzeng, G.-H., Chiang, C.-H., & Li, C.-W. (2007). Evaluating intertwined effects in e-learning programs: A novel hybrid MCDM model based on factor analysis and DEMATEL. Expert Systems with Applications, 32(4), 1028-1044.
    Tzeng, G.-H., Lin, C.-W., & Opricovic, S. (2005). Multi-criteria analysis of alternative-fuel buses for public transportation. Energy Policy, 33(11), 1373-1383.
    Tzeng, G., & Opricovic, S. (2002). A comparative analysis of the DEA-CCR model and the VIKOR method. Yugoslav Journal of Operations Research, 18, 187-203.
    Verhaegen, P.-A., D’hondt, J., Vandevenne, D., Dewulf, S., & Duflou, J. R. (2011). Identifying candidates for design-by-analogy. Computers in Industry, 62(4), 446-459.
    Wu, W.-W., & Lee, Y.-T. (2007). Developing global managers’ competencies using the fuzzy DEMATEL method. Expert Systems with Applications, 32(2), 499-507.
    Yang, C., Zhang, H., Pu, J., Mei, H., Zheng, L., & Tong, Q. (2011). Laparoscopic vs open herniorrhaphy in the management of pediatric inguinal hernia: a systemic review and meta-analysis. Journal of pediatric surgery, 46(9), 1824-1834.
    Yu, P.-L. (1991). Habitual domains. Operations Research, 39(6), 869-876.
    Yu, P.-L., & Chen, Y.-C. (2012). Dynamic multiple criteria decision making in changeable spaces: from habitual domains to innovation dynamics. Annals of Operations Research, 197(1), 201-220.
    Zeleny, M. (1997a). From Maximization to Optimization: MCDM and the Eight Models of Optimality Essays In Decision Making (pp. 107-119): Springer.
    Zeleny, M. (1997b). Towards the tradeoffs-free optimality in MCDM Multicriteria Analysis (pp. 596-601): Springer.
    ZelenÝ, M. (1990). Optimizing given systems vs. designing optimal systems: The De Novo programming approach. International journal of general systems, 17(4), 295-307.
    Zeleny, M., & Cochrane, J. L. (1982). Multiple criteria decision making (Vol. 25): McGraw-Hill New York.

    無法下載圖示 本全文未授權公開
    QR CODE