GB/T 39551.5-2020.Patent navigation guide-Part 5: Research and development.
1Scope
GB/T 39551.5 provides general guidance for patent navigation for R&D activities.
GB/T 39551.5 is applicable to:
Organization and implementation of patent navigation for R&D activities;
Services and training for patent navigation for R&D activities.
2 Normative reference documents
The contents of the following documents constitute essential provisions of this document through normative references in the text. Among them, for dated reference documents, only the version corresponding to the date applies to this document; for undated reference documents, the latest version (including all amendments) applies to this document.
GB/T 39551.1-2020 Patent Navigation Guide Part 1: General Provisions
3 Terms and Definitions
The terms and definitions defined in GB/T 39551.1-2020 and the following terms and definitions apply to this document .
3.1
Research and development body
Enterprises, universities or scientific research organizations engaged in R&D activities.
4 Basic Conditions
4.1 Information Resources
In addition to referring to the provisions on information resources in 4.1 of GB/T 39551.1-2020, information resources should also include:
Information related to the industrial environment, including industrial planning, industrial policies and other information;
Statistical data related to an industry;
Information on innovation activities and market activities of major legal persons and natural persons related to an industry.
4.2 Human Resources
In addition to referring to the provisions of 4.2 on human resources in GB/T 39551.1-2020, human resources should also include technical personnel, and technical personnel should meet the following conditions:
1. Have an educational background in the technical field to which the project belongs;
1. Have been working in related technical fields for nearly 3 consecutive years.
5 Patent Navigation Project Startup
In addition to meeting the provisions of Chapter 5 of GB/T 39551.1-2020 on project start-up, the patent navigation project needs analysis materials for evaluating R&D projects should also include proposed R&D project projects The basic situation of the patent navigation project to assist the research and development process should also include the progress of the project under development. The basic situation of the proposed R&D project or the progress of the project under research may include the project background, technical plan, R&D foundation, R&D personnel composition, competition situation, project planning provided by the R&D entity, as well as the technical advancement and technological progress demonstrated by experts. Prospects, existing problems and other materials.
This document provides general guidance on patent navigation for R&D activities. This document is applicable to: --the organization and implementation of patent navigation for R&D activities; --the services and training of patent navigation for R&D activities.

ICS03.140
CCSA 00
GB
National Standard of the People's Republic of China
GB/T39551.5—2020
Patent Navigation Guide||tt| |Part 5: Research and Development Activities
Patent navigation guidePart 5: Research and development2020-11-09 Released
State Administration for Market Regulation
National Standardization Administration Committee
Released
2021-06-01 Implementation
Foreword
Scope
2
3
Normative reference documents
Terminology and definition
Basic conditions
4.1 Information resources
4.2 Human resources
Patent navigation project start
5
6||tt| |8
Evaluate the implementation of patent navigation project for R&D projects 6.1
6.2
6.3
6.4
Overview
Information collection||tt ||Data processing
Patent navigation analysis to evaluate R&D project approval
Patent navigation project implementation to assist the R&D process 7.1
7.2
7.3
7.4|| tt||Overview
Information collection
Data processing
Patent navigation analysis to assist the R&D process
Result output
Result application
10
Performance Evaluation
Target
Times
GB/T39551.5—2020
Previous
Words
GB /T39551.5—2020
Part 1: Structure and Drafting Rules of Standardization Documents This document is drafted in accordance with GB/T1.1-2020 "Standardization Work Guidelines."
This document is Part 5 of GB/T39551 "Patent Navigation Guide". GB/T39551 has released the following parts: Part 1: General principles;
Part 2: Regional planning; Www.bzxZ.net
- Part 3: Industrial planning;
Part 4: Business Operations;
Part 5: Research and Development Activities;
- Part 6: Talent Management;
- Part 7: Service Requirements
Please pay attention to this document Some of the content may involve patents. The publisher of this document assumes no responsibility for identifying patents. This document is proposed and coordinated by the National Knowledge Management Standardization Technical Committee (SAC/TC554). This document was drafted by: State Intellectual Property Office. The main drafters of this document: He Hua, Lei Xiaoyun, Lu Jieping, Zhang Yong, Li Chang, Chen Mingyuan, Ma Hongya, Ji Xiang, Wang Yuhang, Huang Cenyu, Chen Yuchao.
1Scope
Guidelines for Patent Navigation
Part 5: R&D Activities
This document provides general guidance for patent navigation in the R&D activities category. This document is applicable to:
The organization and implementation of patent navigation for R&D activities; - Services and training for patent navigation for R&D activities. 2 Normative reference documents
GB/T39551.5—2020
The contents of the following documents constitute essential provisions of this document through normative citations in the text. Among them, for dated referenced documents, only the version corresponding to the date applies to this document: for undated referenced documents, the latest version (including all amendments) applies to this document.
GB/T39551.1-2020 Patent Navigation Guide Part 1: General Provisions 3
Terms and Definitions
GB/T39551.1-2020 and the following terms and definitions apply to this document. 3.1
Research and development body
research and development body Enterprises, universities or scientific research organizations engaged in R&D activities. 4 Basic Conditions
4.1 Information Resources
In addition to referring to the provisions of 4.1 on information resources in GB/T39551.1-2020, information resources should also include: industrial environment-related information, including industrial planning, industry Policy and other information; industry-related statistical data;
Innovation activities and market activity information of major legal persons and natural persons related to the industry, 4.2 Human Resources
G
Except refer to GB/T39551.1-2020 In addition to the provisions on human resources in 4.2, human resources should also include technical personnel. Technical personnel should meet the following conditions:
Have an educational background in the technical field to which the project belongs; and have been working in related technical fields continuously for the past three years. Patent Navigation Project Startup
5
In addition to meeting the requirements for project start-up in Chapter 5 of GB/T39551.1-2020, evaluate the patent navigation project requirements for R&D projects 1
GB/ T39551.5—2020
The analysis materials should also include the basic situation of the proposed R&D project; the patent navigation project demand analysis materials to assist the R&D process should also include the progress of the projects under research. The basic situation of the proposed R&D project or the progress of the project under research may include the project background, technical plan, R&D foundation, R&D personnel composition, competition situation, project planning provided by the R&D entity, as well as the technical advancement and technological progress demonstrated by experts. Prospects, existing problems and other materials.
6 Evaluation of R&D Projects Patent Navigation Project Implementation 6.1 Overview
Before R&D projects are established, the necessity and feasibility of R&D projects are evaluated based on patent data to prevent potential risks. 2 Information collection
6.2
Refer to the provisions of 6.2 on information collection in GB/T39551.1-2020. 6.3
Data processing
Refer to the provisions of 6.3 on data processing in GB/T39551.1-2020. 6.4 Evaluate the patent navigation analysis of R&D projects 6.4.1 Input
The content output in Chapter 5, 6.2 and 6.3.
6.4.2 Steps and methods
The steps and methods of patent navigation analysis for evaluating R&D projects generally include: a) By analyzing the policy environment, development trends, industrial chain structure, and market demand of the industry where the technology is located and other circumstances, evaluate the industrial development environment of the proposed R&D project;
b) Evaluate the proposed R&D project by analyzing the technology development trends, main technical routes, alternative technology development status, technological competition intensity, etc. of the industry where the technology is located Technology development situation: c) Evaluate the technical barriers to proposed R&D projects by identifying major competitors and analyzing their technical goals and strategies, technical routes, patent layouts, possible competitive behaviors, etc.; by analyzing the development history of R&D entities, Development stage, main product type and market share, revenue status, main R&D personnel, etc., to evaluate the market competitiveness of the R&D entity: e) By analyzing the R&D entity’s technologies related to the proposed R&D project composition, high-level patents (or patent portfolios), etc., evaluate the technical reserves and technical competitiveness of the R&D entities; comprehensively analyze the industrial development environment, technology development trends, technical barriers of the proposed R&D projects, and the market competition of the R&D entities. f)
competition strength, technical reserves and technical competitiveness, assess project risks and propose the necessity and feasibility conclusion of R&D project; g) Based on the conclusion mentioned in f), the project proposal of the proposed R&D project can be further reviewed etc. put forward optimization suggestions 6.4.3 Output
to evaluate the patent navigation analysis report of the R&D project, including but not limited to the basic situation of the proposed R&D project, the necessity of the R&D project, the feasibility analysis process and conclusion.
6.4.4 Quality Control
Refer to the provisions on quality control in 6.4.5 of GB/T39551.1-2020. 2
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7 Patent Navigation Project Implementation 7.1 Overview to Assist the R&D Process
GB/T39551.5—2020
During the R&D process, Based on patent data, conduct a comprehensive analysis of the technology research and development status of ongoing projects and their technology competitive environment, and provide suggestions for risk avoidance and technical solution optimization. 7.2
2 Information collection
Refer to the provisions of 6.2 on information collection in GB/T39551.1-2020. 7.3
Data processing
Refer to the provisions of 6.3 on data processing in GB/T39551.1-2020. Patent navigation analysis to assist the R&D process
7.4
7.4.1 Input
Contents output from Chapter 5, 6.2 and 6.3.
7.4.2 Steps and Methods
The steps and methods of patent navigation analysis to assist the R&D process generally include: a) Evaluate the current industrial development environment of the project under research by analyzing the policy environment, development trends, industrial chain structure, market demand, etc. of the industry in which the technology is located; b) Evaluate the technology development situation of the project under research by analyzing the technology development trend, main technology route, alternative technology development status, technology competition intensity, etc. of the industry in which the technology is located; c) Identify and monitor major competitors by analyzing their technology routes, technical solutions, and patent layout. d) By analyzing the technical composition, overall trend, patent technology activity, technical efficacy matrix, high-level patents or patent portfolios in the technical fields related to the projects under research, comprehensively judge the key and hot technical directions in the technical fields, provide optimization suggestions for technical routes or technical solutions for the projects under research, and propose avoidance design suggestions for technical solutions that may involve patent risks; comprehensively analyze the industrial development environment, technical development trends, patent risks and optimization or avoidance design suggestions of the projects under research, and formulate patent layout strategies.
7.4.3 Output
Patent navigation analysis report to assist the R&D process, including but not limited to the basic situation of the projects under research, technical competition, possible risks, optimization or avoidance design suggestions of technical solutions, and patent layout strategies. 7.4.4 Quality control
Refer to the provisions on quality control in 6.4.5 of GB/T39551.1-2020. Output of results
8
Refer to the provisions of Chapter 7 of GB/T39551.1-2020 on output of results. 3
GB/T39551.5—2020
Application of results
9
Refer to the provisions of Chapter 8 of GB/T39551.1-2020 on application of results. 10
4
Performance evaluation
Refer to the provisions of Chapter 9 of GB/T39551.1-2020 on performance evaluation.
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