• CN:11-2187/TH
  • ISSN:0577-6686

机械工程学报 ›› 2026, Vol. 62 ›› Issue (3): 492-504.doi: 10.3901/JME.260100

• 数字化设计与制造 • 上一篇    

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基于少样本特征提取与互引网络的产品专利知识挖掘与专利推荐方法

王佐旭, 李明睿, 张牧野, 刘继红   

  1. 北京航空航天大学机械工程及自动化学院 北京 100191
  • 修回日期:2024-05-06 接受日期:2024-12-10 发布日期:2026-03-25
  • 作者简介:王佐旭(通信作者),女,1995年出生,博士,助理教授,博士研究生导师。主要研究方向为工程产品设计及知识管理。E-mail:zuoxu_wang@buaa.edu.cn
    李明睿,男,1999年出生,硕士研究生。主要研究方向为工程产品设计及知识管理。E-mail:limingrui2022@buaa.edu.cn
    张牧野,男,2001年出生,硕士研究生。主要研究方向为工程产品设计及知识管理。E-mail:my-zhang23@mails.tsinghua.edu.cn
    刘继红,男,1966年出生,博士,教授,博士研究生导师。主要研究方向为数字化设计与工程知识管理。E-mail:ryukeiko@buaa.edu.cn

A Product Patent Knowledge Mining and Recommendation Method Based on Few-shot Feature Extraction and Cross-citation Network

WANG Zuoxu, LI Mingrui, ZHANG Muye, LIU Jihong   

  1. School of Mechanical Engineering and Automation, Beihang University, Beijing 100191
  • Revised:2024-05-06 Accepted:2024-12-10 Published:2026-03-25

摘要: 针对复杂工业产品创新设计中知识挖掘不深入、知识重用效率低的问题,提出了一种基于少样本特征提取与互引网络的产品创新设计专利知识挖掘与推荐方法。首先将专利知识以领域(Domain,D)、功能(Function,F)、技术(Technology,T)三类特征进行建模,构建专利特征空间,同时提出少样本专利数据标注规则,从大量专利文档中筛选部分专利进行特征标注;其次,使用标注的少样本专利特征微调变换器的双向编码器表示(Bidirectional encoder representations from transformers,BERT)模型,实现专利特征实体的自动化识别和标注,进一步使用图神经网络对专利的互引关系网络进行表示学习;再次,使用微调后的BERT模型识别并提取输入设计问题或任务书中的特征实体,将设计问题或任务书向量化表示,并计算与专利的余弦相似度以获取专利推荐列表;最后,采用Django框架开发了产品创新设计知识挖掘与推荐原型系统,并以汽车挡风雨条为例进行了验证分析,证明了所提方法的有效性。

关键词: 创新设计, 专利推荐, 专利知识挖掘, 命名实体识别

Abstract: To address the challenges of insufficient knowledge mining and low efficiency of knowledge reuse in the innovative design of complex industrial products, a complex product patent knowledge mining and recommendation method based on few-shot feature extraction and cross-citation network is proposed. Firstly, patent knowledge model is constructed by extracting three types of featured entities including domain(D), function(F), and technology(T), which is represented as a three-aspect model <D, F, T>. Meanwhile, the annotation rule of few-shot patent dataset is proposed for manual feature annotation. Secondly, a fine-tuned BERT model is constructed based on a few-shot annotated patent dataset to achieve automatic patent feature extraction. A graph neural network is employed to learn the representation of the patent co-citation network. Thirdly, the fine-tuned BERT model is subsequently used to extract feature entities in the input design problem or task description, which are vectorized and their cosine similarities computed to generate a recommendation list. Finally, a prototype based on Django framework is also developed, which realizes the two functions of feature extraction and knowledge push, and illustrates the use scenarios of this method based on a case of automobile windshield wiper strip design.

Key words: innovative design, patent recommendation, patent knowledge mining, named entity recognition

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