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Measures for textual patent similarities: a guided way to select appropriate approaches

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  • Martin G. Moehrle

    (University of Bremen)

Abstract

The measurement of textual patent similarities is crucial for important tasks in patent management, be it prior art analysis, infringement analysis, or patent mapping. In this paper the common theory of similarity measurement is applied to the field of patents, using solitary concepts as basic textual elements of patents. After unfolding the term ‘similarity’ in a content and formal oriented level and presenting a basic model of understanding, a segmented approach to the measurement of underlying variables, similarity coefficients, and the criteria-related profiles of their combinations is lined out. This leads to a guided way to the application of textual patent similarities, interesting both for theory and practice.

Suggested Citation

  • Martin G. Moehrle, 2010. "Measures for textual patent similarities: a guided way to select appropriate approaches," Scientometrics, Springer;Akadémiai Kiadó, vol. 85(1), pages 95-109, October.
    • Handle: RePEc:spr:scient:v:85:y:2010:i:1:d:10.1007_s11192-010-0243-3
    DOI: 10.1007/s11192-010-0243-3
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    Citations

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    Cited by:

    1. Ansgar Moeller & Martin G. Moehrle, 2015. "Completing keyword patent search with semantic patent search: introducing a semiautomatic iterative method for patent near search based on semantic similarities," Scientometrics, Springer;Akadémiai Kiadó, vol. 102(1), pages 77-96, January.
    2. Jan M. Gerken & Martin G. Moehrle, 2012. "A new instrument for technology monitoring: novelty in patents measured by semantic patent analysis," Scientometrics, Springer;Akadémiai Kiadó, vol. 91(3), pages 645-670, June.
    3. Hyunseok Park & Janghyeok Yoon & Kwangsoo Kim, 2012. "Identifying patent infringement using SAO based semantic technological similarities," Scientometrics, Springer;Akadémiai Kiadó, vol. 90(2), pages 515-529, February.
    4. Martin G Moehrle & Irina Pfennig & Jan M Gerken, 2017. "Identifying Lead Users In A B2b Environment Based On Patent Analysis — The Case Of The Crane Industry," International Journal of Innovation Management (ijim), World Scientific Publishing Co. Pte. Ltd., vol. 21(06), pages 1-20, August.
    5. Eilers, Kathi & Frischkorn, Jonas & Eppinger, Elisabeth & Walter, Lothar & Moehrle, Martin G., 2019. "Patent-based semantic measurement of one-way and two-way technology convergence: The case of ultraviolet light emitting diodes (UV-LEDs)," Technological Forecasting and Social Change, Elsevier, vol. 140(C), pages 341-353.
    6. Martin G. Moehrle & Jan M. Gerken, 2012. "Measuring textual patent similarity on the basis of combined concepts: design decisions and their consequences," Scientometrics, Springer;Akadémiai Kiadó, vol. 91(3), pages 805-826, June.
    7. Hyunseok Park & Janghyeok Yoon & Kwangsoo Kim, 2013. "Identification and evaluation of corporations for merger and acquisition strategies using patent information and text mining," Scientometrics, Springer;Akadémiai Kiadó, vol. 97(3), pages 883-909, December.
    8. Jongchan Kim & Jaehyun Choi & Sangsung Park & Dongsik Jang, 2018. "Patent Keyword Extraction for Sustainable Technology Management," Sustainability, MDPI, vol. 10(4), pages 1-18, April.
    9. Xuefeng Wang & Huichao Ren & Yun Chen & Yuqin Liu & Yali Qiao & Ying Huang, 2019. "Measuring patent similarity with SAO semantic analysis," Scientometrics, Springer;Akadémiai Kiadó, vol. 121(1), pages 1-23, October.
    10. Ying Huang & Donghua Zhu & Yue Qian & Yi Zhang & Alan L. Porter & Yuqin Liu & Ying Guo, 2017. "A hybrid method to trace technology evolution pathways: a case study of 3D printing," Scientometrics, Springer;Akadémiai Kiadó, vol. 111(1), pages 185-204, April.
    11. Sungchul Choi & Janghyeok Yoon & Kwangsoo Kim & Jae Yeol Lee & Cheol-Han Kim, 2011. "SAO network analysis of patents for technology trends identification: a case study of polymer electrolyte membrane technology in proton exchange membrane fuel cells," Scientometrics, Springer;Akadémiai Kiadó, vol. 88(3), pages 863-883, September.
    12. Eun Han & So Sohn, 2015. "Patent valuation based on text mining and survival analysis," The Journal of Technology Transfer, Springer, vol. 40(5), pages 821-839, October.
    13. Block, Carolin & Wustmans, Michael & Laibach, Natalie & Bröring, Stefanie, 2021. "Semantic bridging of patents and scientific publications – The case of an emerging sustainability-oriented technology," Technological Forecasting and Social Change, Elsevier, vol. 167(C).
    14. Yoon, Janghyeok & Park, Hyunseok & Seo, Wonchul & Lee, Jae-Min & Coh, Byoung-youl & Kim, Jonghwa, 2015. "Technology opportunity discovery (TOD) from existing technologies and products: A function-based TOD framework," Technological Forecasting and Social Change, Elsevier, vol. 100(C), pages 153-167.
    15. Lothar Walter & Alfred Radauer & Martin G. Moehrle, 2017. "The beauty of brimstone butterfly: novelty of patents identified by near environment analysis based on text mining," Scientometrics, Springer;Akadémiai Kiadó, vol. 111(1), pages 103-115, April.
    16. Kim, Jieun & Lee, Changyong, 2017. "Novelty-focused weak signal detection in futuristic data: Assessing the rarity and paradigm unrelatedness of signals," Technological Forecasting and Social Change, Elsevier, vol. 120(C), pages 59-76.
    17. Zhang, Yi & Shang, Lining & Huang, Lu & Porter, Alan L. & Zhang, Guangquan & Lu, Jie & Zhu, Donghua, 2016. "A hybrid similarity measure method for patent portfolio analysis," Journal of Informetrics, Elsevier, vol. 10(4), pages 1108-1130.
    18. Niemann, Helen & Moehrle, Martin G. & Frischkorn, Jonas, 2017. "Use of a new patent text-mining and visualization method for identifying patenting patterns over time: Concept, method and test application," Technological Forecasting and Social Change, Elsevier, vol. 115(C), pages 210-220.
    19. Joung, Junegak & Kim, Kwangsoo, 2017. "Monitoring emerging technologies for technology planning using technical keyword based analysis from patent data," Technological Forecasting and Social Change, Elsevier, vol. 114(C), pages 281-292.
    20. Aharonson, Barak S. & Schilling, Melissa A., 2016. "Mapping the technological landscape: Measuring technology distance, technological footprints, and technology evolution," Research Policy, Elsevier, vol. 45(1), pages 81-96.
    21. Moehrle, Martin G. & Frischkorn, Jonas, 2021. "Bridge strongly or focus – An analysis of bridging patents in four application fields of carbon fiber reinforcements," Journal of Informetrics, Elsevier, vol. 15(2).
    22. Moehrle, Martin G. & Caferoglu, Hüseyin, 2019. "Technological speciation as a source for emerging technologies. Using semantic patent analysis for the case of camera technology," Technological Forecasting and Social Change, Elsevier, vol. 146(C), pages 776-784.

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    More about this item

    Keywords

    Patent; Similarity measurement; Similarity coefficients; Prior art analysis; Infringement analysis; Patent mapping;
    All these keywords.

    JEL classification:

    • O32 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Management of Technological Innovation and R&D
    • O34 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Intellectual Property and Intellectual Capital

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