Patent Design Around Method Based on AFD for Umbrella-type Patent Strategy

doi:10.3901/JME.2016.05.001

Abstract

Abstract: Seeking patent portfolio protection is the basic patent strategy of enterprise development. A kind of parachute patent portfolio strategy combined by complementary patent is the series patent scheme with different technical effect, which is formed by mining the same product or technology scheme’s existing or potential problems, therefore, the comprehensive protection of same productions and system is realized by a broader patent rights range. Based on the theory of ideal solution and conflictive solution of algorithm for inventive-problem solving(ARIZ), Antucupatory failure determination(AFD) has developed into a failure prediction analysis tool, which can dig all aspects of existing technical system problems, forecast problems that are never found, and have certain conjunction with the construction of parachute patent portfolio. Therefore, based on AFD, a kind of parachute patent combinational design which steps include parachute patent portfolio analysis is puts forward, AFD, TRIZ and patent evaluation. Firstly, calibrate the patent rights scope of existing technology through the patent analysis, set constraints of innovative design and provide problem clues; Secondly, conduct failure analysis and failure prediction by AFD, determine possible failure points of the system and dig several problems; Thirdly, generate creative solutions of problems through applying TRIZ. Finally, use patent essence condition assessment screening program to apply for the patent. In this article, the program is applied to do the innovative case analysis of a window cleaner robot, and the innovative design solutions with independent intellectual property rights are formed.

Key words: AFD, patent around, patent portfolio, TRIZ

CLC Number:

TH122

LI Hui, TAN Runhua, XU Bo, HUO Jiangtao. Patent Design Around Method Based on AFD for Umbrella-type Patent Strategy[J]. Journal of Mechanical Engineering, 2016, 52(5): 1-11.

References

[1] LI M,MING X,HE L,et al. A TRIZ-based trimming method for patent design around[J]. Computer-Aided Design,2014,62(1)：20-30.
[2] 江屏,罗平亚,孙建广,等. 基于功能裁剪的专利规避设计[J]. 机械工程学报,2012,48(11)：46-54.
JIANG Ping,LUO pingya,SUN Jianguang,et al. Method about patent design around based on function trimming[J]. Journal of Mechanical Engineering,2012,48(11)：46-54.
[3] CHANG H,CHEN J. An eco-innovative design method based on design around approach[C] //Proceedings of the 3rd International Symposium on Environmentally Conscious Design and Inverse Manufacturing. Tokyo,Japan,USA：IEEE,2003：575-582.
[4] HUNG Y,HUS Y. An integrated process for designing around existing patents through the theory of inventive problem-solving[J]. Proceedings of the Institution of Mechanical Engineers,Part B：Journal of Engineering Manufacture,2007,221(1)：109-122.
[5] 戴国政,王保权. 应用专利地图结合TRIZ理论改善产品设计之研究[D]. 中国台湾：逢甲大学,2010.
DAI Guozheng,WANG Baoquan. The application of patent map combining TRIZ theory to improve product design[D].Taiwan, China：Feng Jia University,2010.
[6] 江屏,王川,孙建广,等. IPC聚类分析与TRIZ相结合的专利群规避设计方法与应用[J]. 机械工程学报,2015,51(7)：144-154.
JIANG Ping,WANG Chuan,SUN Jianguang,et al. Method and application of patented design around by combination of IPC cluster analysis and TRIZ[J]. Journal of Mechanical Engineering,2015,51(7)：144-154.
[7] 蔡敢为,潘宇晨,王红州,等. 基于功能分析的新型装载机构型综合研究[J]. 机械工程学报,2014,50(11)：50-59.
CAI Ganwei,PAN Yuchen,WANG Hongzhou,et al. Functional analysis based type synthesis of a novel type of loading mechanisms[J]. Journal of Mechanical Engineering,2014,50(11)：50-59.
[8] 袁峰,王太勇,聂惠娟. 基于创新设计理论/功能分析的机械产品功能原理创新设计[J]. 计算机集成制造系统,2006,12(2)：205-209.
YUAN Feng,WANG Taiyong,NIE Huijuan. Function and principle innovative design of mechanical products based on TRIZ/ FA[J]. Computer Integrated Manufacturing Systems,2006,12(2)：205-209.
[9] 马怀宇,孟明辰. 基于TRIZ/QFD/FA的产品概念设计过程模型[J]. 清华大学学报,2001,41(11)：56-59.
MA Huaiyu,MENG Mingchen. Model of the conceptual design process based on TRIZ/QFD/FA[J]. J. of Tsinghua Univ.,2001,41(11)：56-59.
[10] 杨云霞. TRIZ理论应用中的专利侵权风险分析[J]. 情报杂志,2009,28(8)：30-32.
YANG Yunxia. The analysis on patent infringement risk in TRIZ theory application[J]. Journal of Intelligence,2009,28(8)：30-32.
[11] 李更,范文,赵今明. TRIZ创新流程与专利检索系统的结合探索[J]. 情报杂志,2013,32(2)：79-81.
LI Geng,FAN Wen,ZHAO Jinming. On combination of TRIZ innovation process with patent retrieval system[J]. Journal of Intelligence,2013,32(2)：79-81.
[12] LIU Y,JIANG P,WANG W,et al. Integrating requirements analysis and design around strategy for designing around patents[J]. IEEE Computer Society,2011,2(2011)：320-323.
[13] 徐业良,许博尔,洪永杰. 结合专利资讯与公理设计之创新设计流程[J]. 品质学报,2009,16(3)：153-163.
XU Yeliang,XU Boer,HONG Yongjie. Development of a design methodology based on patent and axiomatic design[J]. Chinese Journal of Quality,2009,16(3)：153-163.
[14] LAI Y,CHE H. Evaluating patents using damage awards of infringement lawsuits：A case study[J]. Journal of Engineering and Technology Management,2009,26(3)：167-180.
[15] 陈子顺,张鹏,檀润华. AFD和功能结构分解在TPM中的应用[J]. 机械设计,2010,27(12)：92-96.
CHEN Zishun,ZHANG Peng,TAN Runhua. Applying AFD and the functional structure decomposition in TPM[J]. Journal of Machine Design,2010,27(12)：92-96.
[16] 许波,檀润华,郭迪明,等. 扩展的失效预测模板研究及其工程应用[J]. 机械设计,2013,30(10)：1-4.
XU Bo,TAN Runhua,GUO Diming,et al. Research on extensional failure prediction template and its engineering applications[J]. Journal of Machine Design,2013,30(10)：1-4.
[17] KAPLAN S,VISNEPOLSCHI S,ZLOTIN B,et al. New tools for failure and risk analysis[R]. Ideation International,Inc,2005.
[18] 韦子辉,檀润华,孙建广. 基于TRIZ的AFD失效分析方法[J]. 工程设计学报,2007,14(5)：354-358.
WEI Zihui,TAN Runhua,SUN Jianguang. AFD failure analysis method based on TRIZ[J]. Journal of Engineering Design,2007,14(5)：354-358.
[19] 许波. 机电一体化系统失效预测与纠正关键技术研究[D]. 天津：河北工业大学,2013.
XU Bo. Research on key technology of prediction and correction of failure for the mechatronics systems[D]. Tianjin：Hebei University of Technology,2013.