Hostname: page-component-586b7cd67f-dsjbd Total loading time: 0 Render date: 2024-11-24T13:52:42.277Z Has data issue: false hasContentIssue false

Patent Data for Engineering Design: A Review

Published online by Cambridge University Press:  26 May 2022

S. Jiang*
Affiliation:
Shanghai Jiao Tong University, China
S. Sarica
Affiliation:
Institute of High Performance Computing, A*STAR, Singapore
B. Song
Affiliation:
Massachusetts Institute of Technology, United States of America
J. Hu
Affiliation:
Shanghai Jiao Tong University, China
J. Luo
Affiliation:
Singapore University of Technology and Design, Singapore

Abstract

Core share and HTML view are not available for this content. However, as you have access to this content, a full PDF is available via the ‘Save PDF’ action button.

Patent data have been utilized for engineering design research for long because it contains massive amount of design information. Recent advances in artificial intelligence and data science present unprecedented opportunities to mine, analyse and make sense of patent data to develop design theory and methodology. Herein, we survey the patent-for-design literature by their contributions to design theories, methods, tools, and strategies, as well as different forms of patent data and various methods. Our review sheds light on promising future research directions for the field.

Type
Article
Creative Commons
Creative Common License - CCCreative Common License - BYCreative Common License - NCCreative Common License - ND
This is an Open Access article, distributed under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives licence (http://creativecommons.org/licenses/by-nc-nd/4.0/), which permits non-commercial re-use, distribution, and reproduction in any medium, provided the original work is unaltered and is properly cited. The written permission of Cambridge University Press must be obtained for commercial re-use or in order to create a derivative work.
Copyright
The Author(s), 2022.

References

Alstott, J., Triulzi, G., Yan, B. and Luo, J. (2017), “Inventors’ explorations across technology domains”, Design Science, Vol. 3.Google Scholar
Altshuller, G.S. and Rafael, B.S. (1956), “Psychology of inventive creativity”, Issues of Psychology, No. 6, pp. 3749.Google Scholar
Atherton, M., Jiang, P., Harrison, D. and Malizia, A. (2018), “Design for invention: annotation of functional geometry interaction for representing novel working principles”, Research in Engineering Design, Vol. 29 No. 2, pp. 245262.Google ScholarPubMed
Bohm, M.R., Vucovich, J.P. and Stone, R.B. (2008), “Using a design repository to drive concept generation”, Journal of Computing and Information Science in Engineering, Vol. 8 No. 1, p. 014502.CrossRefGoogle Scholar
Brown, T.B., Mann, B., Ryder, N., Subbiah, M., Kaplan, J., Dhariwal, P., Neelakantan, A., et al. . (2020), “Language models are few-shot learners”, NeurIPS, pp. 18771901.Google Scholar
Busby, J.A. and Lloyd, P.A. (1999), “Influences on solution search processes in design organisations”, Research in Engineering Design, Springer, Vol. 11 No. 3, pp. 158171.CrossRefGoogle Scholar
Cascini, G. and Russo, D. (2007), “Computer-aided analysis of patents and search for TRIZ contradictions”, International Journal of Product Development, Vol. 4 No. 1, pp. 5267.Google Scholar
Chakrabarti, A., Sarkar, P., Leelavathamma, B. and Nataraju, B.S. (2005), “A functional representation for aiding biomimetic and artificial inspiration of new ideas”, AI EDAM, Vol. 19 No. 2, pp. 113132.Google Scholar
Chan, J., Fu, K., Schunn, C., Cagan, J., Wood, K. and Kotovsky, K. (2011), “On the benefits and pitfalls of analogies for innovative design: Ideation performance based on analogical distance, commonness, and modality of examples”, Journal of Mechanical Design, Vol. 133 No. 8, p. 081004.CrossRefGoogle Scholar
Chen, L., Xu, S., Zhu, L., Zhang, J., Lei, X. and Yang, G. (2020), “A deep learning based method for extracting semantic information from patent documents”, Scientometrics, Vol. 125, pp. 289312.CrossRefGoogle Scholar
Devlin, J., Chang, M.-W., Lee, K. and Toutanova, K. (2019), “BERT: Pre-training of deep bidirectional transformers for language understanding”, NAACL-HLT, pp. 41714186.Google Scholar
Fantoni, G., Apreda, R., Dell'Orletta, F. and Monge, M. (2013), “Automatic extraction of function--behaviour--state information from patents”, Advanced Engineering Informatics, Vol. 27 No. 3, pp. 317334.CrossRefGoogle Scholar
Fitzgerald, D.P., Herrmann, J.W. and Schmidt, L.C. (2010), “A Conceptual Design Tool for Resolving Conflicts Between Product Functionality and Environmental Impact”, Journal of Mechanical Design, Vol. 132 No. 9, p. 091006CrossRefGoogle Scholar
Fu, K., Cagan, J., Kotovsky, K. and Wood, K. (2013), “Discovering structure in design databases through functional and surface based mapping”, Journal of Mechanical Design, Vol. 135 No. 3, p. 031006.CrossRefGoogle Scholar
Fu, K., Chan, J., Cagan, J., Kotovsky, K., Schunn, C. and Wood, K. (2013), “The meaning of ‘near’ and ‘far’: the impact of structuring design databases and the effect of distance of analogy on design output”, Journal of Mechanical Design, Vol. 135 No. 2, p. 021007.Google Scholar
Fu, K., Chan, J., Schunn, C., Cagan, J. and Kotovsky, K. (2013), “Expert representation of design repository space: A comparison to and validation of algorithmic output”, Design Studies, Vol. 34 No. 6, pp. 729762.Google Scholar
Fu, K., Murphy, J., Yang, M., Otto, K., Jensen, D. and Wood, K. (2015), “Design-by-analogy: experimental evaluation of a functional analogy search methodology for concept generation improvement”, Research in Engineering Design, Vol. 26 No. 1, pp. 7795.Google Scholar
Fuge, M., Tee, K., Agogino, A. and Maton, N. (2014), “Analysis of collaborative design networks: A case study of OpenIDEO”, Journal of Computing and Information Science in Engineering, Vol. 14 No. 2, p. 021009CrossRefGoogle Scholar
Gao, J., Li, P., Chen, Z. and Zhang, J. (2020), “A survey on deep learning for multimodal data fusion”, Neural Computation, Vol. 32 No. 5, pp. 829864.CrossRefGoogle ScholarPubMed
Goodfellow, I., Pouget-Abadie, J., Mirza, M., Xu, B., Warde-Farley, D., Ozair, S., Courville, A., et al. (2014), “Generative Adversarial Nets”, NIPS, Vol. 27, pp. 26722680.Google Scholar
Hagedorn, T.J., Grosse, I.R. and Krishnamurty, S. (2015), “A concept ideation framework for medical device design”, Journal of Biomedical Informatics, Elsevier, Vol. 55, pp. 218230.CrossRefGoogle ScholarPubMed
Han, J., Forbes, H., Shi, F., Hao, J. and Schaefer, D. (2020), “A Data-Driven Approach for Creative Concept Generation and Evaluation”, DESIGN Conference, Vol. 1, Online, pp. 167176.Google Scholar
He, Y. and Luo, J. (2017), “The novelty ‘sweet spot'of invention”, Design Science, Vol. 3.CrossRefGoogle Scholar
Hwang, D. and Park, W. (2018), “Design heuristics set for X: A design aid for assistive product concept generation”, Design Studies, Vol. 58, pp. 89126.Google Scholar
Jiang, P., Atherton, M., Sorce, S., Harrison, D. and Malizia, A. (2018), “Design for invention: a framework for identifying emerging design--prior art conflict”, Journal of Engineering Design, Vol. 29 No. 10, pp. 596615.Google Scholar
Jiang, S., Hu, J., Wood, K.L. and Luo, J. (2022), “Data-Driven Design-By-Analogy: State-of-the-Art and Future Directions”, Journal of Mechanical Design, Vol. 144 No. 2, p. 020801.Google Scholar
Jiang, S., Luo, J., Ruiz-pava, G., Hu, J. and Magee, C.L. (2021), “Deriving design feature vectors for patent images using convolutional neural networks”, Journal of Mechanical Design, Vol. 143 No. 6, p. 061405.Google Scholar
Jugulum, R. and Frey, D.D. (2007), “Toward a taxonomy of concept designs for improved robustness”, Journal of Engineering Design, Vol. 18 No. 2, pp. 139156.Google Scholar
Koh, E.C.Y. (2013), “Engineering design and intellectual property: where do they meet?”, Research in Engineering Design, Vol. 24 No. 4, pp. 325329.Google Scholar
Koh, E.C.Y. (2020), “Read the full patent or just the claims? Mitigating design fixation and design distraction when reviewing patent documents”, Design Studies, Vol. 68, pp. 3457.CrossRefGoogle Scholar
Koh, E.C.Y. and De Lessio, M.P. (2018), “Fixation and distraction in creative design: the repercussions of reviewing patent documents to avoid infringement”, Research in Engineering Design, Vol. 29 No. 3, p. 351CrossRefGoogle Scholar
Kokshagina, O., Le Masson, P. and Weil, B. (2017), “Should we manage the process of inventing? Designing for patentability”, Research in Engineering Design, Vol. 28 No. 4, pp. 457475.Google Scholar
Koza, J.R. (2008), “Human-competitive machine invention by means of genetic programming”, AI EDAM, Vol. 22 No. 3, pp. 185193.Google Scholar
Li, M., Ming, X., He, L., Zheng, M. and Xu, Z. (2015), “A TRIZ-based trimming method for patent design around”, Computer-Aided Design, Elsevier, Vol. 62, pp. 2030.CrossRefGoogle Scholar
Li, M., Ming, X., Zheng, M., Xu, Z. and He, L. (2013), “A framework of product innovative design process based on TRIZ and Patent Circumvention”, Journal of Engineering Design, Vol. 24 No. 12, pp. 830848.CrossRefGoogle Scholar
Li, Z., Tate, D., Lane, C. and Adams, C. (2012), “A framework for automatic TRIZ level of invention estimation of patents using natural language processing, knowledge-transfer and patent citation metrics”, Computer-Aided Design, Vol. 44 No. 10, pp. 9871010.CrossRefGoogle Scholar
Liang, Y., Liu, Y., Kwong, C.K. and Lee, W.B. (2012), “Learning the ‘Whys’: Discovering design rationale using text mining—An algorithm perspective”, Computer-Aided Design, Vol. 44 No. 10, pp. 916930.CrossRefGoogle Scholar
Linsey, J.S., Markman, A.B. and Wood, K.L. (2012), “Design by analogy: A study of the WordTree method for problem re-representation”, Journal of Mechanical Design, American Society of Mechanical Engineers Digital Collection, Vol. 134 No. 4, p. 041009.Google Scholar
Liu, L., Li, Y., Xiong, Y. and Cavallucci, D. (2020), “A new function-based patent knowledge retrieval tool for conceptual design of innovative products”, Computers in Industry, Vol. 115, p. 103154.CrossRefGoogle Scholar
Liu, Y., Liang, Y., Kwong, C.K. and Lee, W.B. (2010), “A new design rationale representation model for rationale mining”, Journal of Computing and Information Science in Engineering, Vol. 10, p. 031009CrossRefGoogle Scholar
Luo, J. (2022), “Data-Driven Innovation: What Is It?”, IEEE Transactions on Engineering Management.Google Scholar
Luo, J., Sarica, S. and Wood, K.L. (2019), “Computer-Aided Design Ideation Using InnoGPS”, IDETC/CIE, Vol. 2A, p. V02AT03A011.Google Scholar
Luo, J., Sarica, S. and Wood, K.L. (2021), “Guiding Data-Driven Design Ideation by Knowledge Distance”, Knowledge-Based Systems, Vol. 218, p. 106873.CrossRefGoogle Scholar
Luo, J., Song, B., Blessing, L. and Wood, K. (2018), “Design opportunity conception using the total technology space map”, AI EDAM, Vol. 32 No. 4, pp. 449461.Google Scholar
Luo, J. and Wood, K.L. (2017), “The growing complexity in invention process”, Research in Engineering Design, Vol. 28 No. 4, pp. 421435.CrossRefGoogle Scholar
Luo, J., Yan, B. and Wood, K. (2017), “InnoGPS for data-driven exploration of design opportunities and directions: the case of Google driverless car project”, J. Mech. Des., Vol. 139 No. 11, p. 111416CrossRefGoogle Scholar
Mccaffrey, A. (2016), Analogy Finder (United States Patent, Patent No. US9501469).Google Scholar
McCaffrey, T. and Spector, L. (2018), “An approach to human--machine collaboration in innovation”, AI EDAM, Vol. 32 No. 1, pp. 115.Google Scholar
Murphy, J., Fu, K., Otto, K., Yang, M., Jensen, D. and Wood, K. (2014), “Function based design-by-analogy: a functional vector approach to analogical search”, Journal of Mechanical Design., Vol. 136 No. 10, p. 101102.CrossRefGoogle Scholar
Qian, L., Gero, J.S. and others. (1996), “Function-behavior-structure paths and their role in analogy-based design”, AI EDAM, Vol. 10 No. 4, pp. 289312.Google Scholar
Regenwetter, L., Nobari, A.H. and Ahmed, F. (2021), “Deep Generative Models in Engineering Design: A Review”, ArXiv Preprint ArXiv:2110.10863.Google Scholar
Rezende, D.J., Mohamed, S. and Wierstra, D. (2014), “Stochastic backpropagation and approximate inference in deep generative models”, ICML, pp. 12781286.Google Scholar
Rios-Zapata, D., Duarte, R., Pailhès, J., Mejia-Gutiérrez, R. and Mesnard, M. (2017), “Patent-based creativity method for early design stages: case study in locking systems for medical applications”, International Journal on Interactive Design and Manufacturing (IJIDeM), Vol. 11 No. 3, pp. 689701.Google Scholar
Saliminamin, S., Becattini, N. and Cascini, G. (2019), “Sources of creativity stimulation for designing the next generation of technical systems: correlations with R&D designers’ performance”, Research in Engineering Design, Vol. 30 No. 1, pp. 133153.CrossRefGoogle Scholar
Sarica, S. and Luo, J. (2021), “Design Knowledge Representation with Technology Semantic Network”, ICED, Gothenburg, Sweden, Aug. 16-20.Google Scholar
Sarica, S., Luo, J. and Wood, K.L. (2020), “TechNet: Technology semantic network based on patent data”, Expert Systems with Applications, Elsevier, Vol. 142, p. 112995.Google Scholar
Sarica, S., Song, B., Luo, J. and Wood, K. (2019), “Technology Knowledge Graph for Design Exploration: Application to Designing the Future of Flying Cars”, IDETC/CIE, p. V001T02A028Google Scholar
Sarica, S., Song, B., Luo, J. and Wood, K.L. (2021), “Idea Generation with Technology Semantic Network”, AI EDAM, pp. 119.Google Scholar
Siddharth, L., Blessing, L.T.M., Wood, K.L. and Luo, J. (2022), “Engineering Knowledge Graph from Patent Database”, Journal of Computing and Information Science in Engineering, pp. 136.CrossRefGoogle Scholar
Siddharth, L. and Chakrabarti, A. (2018), “Evaluating the impact of Idea-Inspire 4.0 on analogical transfer of concepts”, AI EDAM, Cambridge University Press, Vol. 32 No. 4, pp. 431448.Google Scholar
Siddharth, L., Madhusudanan, N. and Chakrabarti, A. (2020), “Toward Automatically Assessing the Novelty of Engineering Design Solutions”, Journal of Computing and Information Science in Engineering, American Society of Mechanical Engineers, Vol. 20 No. 1, p. 11001.Google Scholar
Singh, V., Skiles, S.M., Krager, J.E., Wood, K.L., Jensen, D. and Sierakowski, R. (2009), “Innovations in Design Through Transformation: A Fundamental Study of Transformation Principles”, Journal of Mechanical Design, Vol. 131 No. 8, p. 081010.Google Scholar
Song, B. and Luo, J. (2017), “Mining patent precedents for data-driven design: the case of spherical rolling robots”, Journal of Mechanical Design, Vol. 139 No. 11, p. 111420CrossRefGoogle Scholar
Song, B., Luo, J. and Wood, K. (2019a), “Data-driven platform design: Patent data and function network analysis”, Journal of Mechanical Design, Vol. 141 No. 2, p. 021101.Google Scholar
Song, B., Srinivasan, V. and Luo, J. (2017), “Patent stimuli search and its influence on ideation outcomes”, Design Science, Cambridge University Press, Vol. 3 No. e25, pp. 125.Google Scholar
Song, B., Yan, B., Triulzi, G., Alstott, J. and Luo, J. (2019b), “Overlay technology space map for analyzing design knowledge base of a technology domain: the case of hybrid electric vehicles”, Research in Engineering Design, Vol. 30 No. 3, pp. 405423.Google Scholar
Song, H., Evans, J. and Fu, K. (2020), “An exploration-based approach to computationally supported design-by-analogy using D3”, AI EDAM, Vol. 34 No. 4, pp. 444457.Google Scholar
Song, H. and Fu, K. (2019), “Design-by-Analogy: Exploring for Analogical Inspiration With Behavior, Material, and Component-Based Structural Representation of Patent Databases”, Journal of Computing and Information Science in Engineering, Vol. 19 No. 2, p. 021014.CrossRefGoogle Scholar
Srinivasan, V., Song, B., Luo, J., Subburaj, K., Elara, M.R., Blessing, L. and Wood, K. (2018), “Does analogical distance affect performance of ideation?”, Journal of Mechanical Design, Vol. 140 No. 7, p. 071101.Google Scholar
Valverde, U.Y., Nadeau, J.-P. and Scaravetti, D. (2017), “A new method for extracting knowledge from patents to inspire designers during the problem-solving phase”, Journal of Engineering Design, Taylor & Francis, Vol. 28 No. 6, pp. 369407.CrossRefGoogle Scholar
Vandevenne, D., Verhaegen, P.-A., Dewulf, S. and Duflou, J.R. (2016), “SEABIRD: Scalable search for systematic biologically inspired design”, AI EDAM, Vol. 30 No. 1, pp. 7895.Google Scholar
Verhaegen, P., Joris, D., Vandevenne, D., Dewulf, S. and Duflou, J.R. (2011), “Identifying candidates for design-by-analogy”, Computers in Industry, Vol. 62 No. 4, pp. 446459.Google Scholar
Weaver, J., Wood, K., Crawford, R. and Jensen, D. (2010), “Transformation Design Theory: A Meta-Analogical Framework”, Journal of Computing and Information Science in Engineering, Vol. 10 No. 3CrossRefGoogle Scholar
Van Wie, M., Bryant, C.R., Bohm, M.R., McAdams, D.A. and Stone, R.B. (2005), “A model of function-based representations”, AI EDAM, Vol. 19 No. 2, pp. 89111.Google Scholar
Wodehouse, A., Vasantha, G., Corney, J., Maclachlan, R. and Jagadeesan, A. (2017), “The generation of problem-focussed patent clusters: a comparative analysis of crowd intelligence with algorithmic and expert approaches”, Design Science, Vol. 3.Google Scholar
Yamamoto, E., Taura, T., Ohashi, S. and Yamamoto, M. (2010), “A method for function dividing in conceptual design by focusing on linguistic hierarchal relations”, Journal of Computing and Information Science in Engineering, Vol. 10 No. 3, p. 031004CrossRefGoogle Scholar
Zhang, Z., Cui, P. and Zhu, W. (2022), “Deep learning on graphs: A survey”, IEEE Transactions on Knowledge and Data Engineering. Vol. 34, pp. 249270CrossRefGoogle Scholar