world conference: triz future 2006 - october 9-11, 2006, kortrijk, belgium

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TRIZ FUTURE 06 ETRIA Conference 1 WORLD CONFERENCE: TRIZ FUTURE 2006 October 9-11, 2006, Kortrijk, Belgium

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PRACTICE-BASED METHODOLOGY FOR EFFECTIVELY MODELING AND DOCUMENTING SEARCH, PROTECTION AND INNOVATION

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Page 1: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

TRIZ FUTURE 06 ETRIA Conference 1

WORLD CONFERENCE: TRIZ FUTURE 2006

October 9-11, 2006, Kortrijk, Belgium

Page 2: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

TRIZ FUTURE 06 ETRIA Conference 2

PRACTICE-BASED METHODOLOGY FOR EFFECTIVELY MODELING AND DOCUMENTING SEARCH, PROTECTION AND

INNOVATION

[email protected]@scinte.com

University of Bergamo, Industrial Engineering Dept.Bergamo, www.scinte.com

Daniele RegazzoniRoberto Nani

Page 3: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Introduction

Objective: • to provide a method and operative tool for a quick and reliable patents

investigation driven by Boolean algorithms.

Summary:• Proposed method (slides 3 – 13):

» Kinetic Model: [M] = f(V, ρ)

» Potential Model: [K] = f(A, E)

» Energetic Model: [M] + [K]

» Forced Model: [M] + [K] + [F]

• Study cases:

– 1: Communication pursuant to article 96(2) of EPC Features of messaging-service (slides 14 – 22).

– 2: Corrosion plus thermal expansion of an automotive piece.

Conclusion:• POEM – Patent Oriented Energetic Modelling (slides 23 – 30).

Page 4: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

The proposed method consists in defining:

- the intrinsic and extrinsic factors capable of describing the context

that is the object of the quest, protection and innovation;

- the relationship between said intrinsic and extrinsic factors;

- an Action-and-Problem system as a physical expression of its combination with said intrinsic and extrinsic factors and their relationship;

- the results of a constraining action on the model developed.

Page 5: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

The analogy with Lagrange’s

equations, as expressions of kinetic energy and potential energy and their transformation into the equation of motion [M]ẍ+[K]x = f, supports inventors by determining the meaning of intrinsic and extrinsic factors and of their relationships for the presented method.

Page 6: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

Kinetic Model [M]

• A Kinetic Model [M] = f(V, ρ) of a system is an expression of Class V to which said system refers and the intrinsic characteristic ρ of said class V.

ρV

Page 7: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

Potential Model [K]

• A Potential Model [K] = f(A, E) of a system is an expression of the Subclass or Group A to which said system refers and the extrinsic properties E of said subclass or group A.

EA

Page 8: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

• [M concrete] = f(V, ρ) =

(((mixture) <in> TI ) AND ((fluid) <in> AB))

Page 9: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

• [Kmix] = f(A, E) =

(((concret*) <in> AB ) AND ((agitat* OR discharg* OR mix*) <in> AB))

• [Kflow] = f(A, E) =

(((concret*) <in> AB ) AND ((convey* OR add* OR supply* OR pip* OR pump*) <in> AB))

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Proposed Method

Energetic Model (I)

• An Energetic Model of a system is obtained combining the class Vand its intrinsic characteristic ρ, and the subclass A and its extrinsic properties E.

• According to the method of classification of patents shown during Etria Triz Conference 2005, the relationship between:

– a main class and the secondary classes of [K] model;

– the boolean representation of [M] model;

discovers a few secondary classes, being closely connected with the system.

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Proposed Method

Energetic Model (II)

Page 12: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

Energetic Model (III)

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Proposed Method

Energetic Model (IV)

Page 14: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Proposed Method

Forced Model

• A Forced Model is the Energetic Model exerted by a force [F] to gather the required set of patents.

Page 15: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1: Communication pursuant to article 96(2) of EPC Features of messaging-service (I)

• [System for managing and transmitting digital information by means of a messaging system [] characterized in that comprises a protocol [] being able to be automatically executed in order to send [] a set of pieces of information comprising advertising messages that can be divided into geographical communication environments, said environments being in particular Nation, Province or Municipality of the user.]

• [The statement “a set of pieces of information comprising advertising messages that can be divided into geographical environments” used in claim 1 is vague and unclear and leaves the reader in doubt as how a piece of information is divided into geographical environments … (Article 84 EPC)].

Page 16: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (II)

[M] = f(V, ρ) = ((string OR command) <in> AB ) AND ((protocol OR draft OR record) <in> TI ) (1)

ρ = string, commandV = protocol

Page 17: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (III)

[K] = f(A, E) = ((discrimin* OR divid* OR separat*) <in> AB ) AND ((manag*) <in> AB ) (2)

E = separatingA = management

Page 18: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (IV)

Result Set for Query: K = ((((discrimin* OR divid* OR separat*) <in> AB )) AND ((((manag*) <in> AB ))))

Work File: K-->H04L12/56

IPC-R Code- 4 digit Ite

ms % Bar Chart

H04L H — Electricity ; Electric Communication Technique ; Tran 394

64.2 %

H04Q H — Electricity ; Electric Communication Technique ; Sele 137

22.3 %

G06F G — Physics ; Computing ; Calculating ; <IPCTEXT< FONT> 34 5.5 %

H04J H — Electricity ; Electric Communication Technique ; Mult 18 2.9 %

H04B H — Electricity ; Electric Communication Technique ; Tran 14 2.2 %

H04M H — Electricity ; Electric Communication Technique ; Tele 12 1.9 %

H04H H — Electricity ; Electric Communication Technique ; Broa 2 0.3 %

H04N H — Electricity ; Electric Communication Technique ; Pict 2 0.3 %

(Below cutoff) 1 0.163

Fig. 4: IPC-R Class Code of main group H04L12/56

H04L12/56 (TRANSMISSION OF DIGITAL INFORMATION, PACKET SWITCHING

SYSTEMS)

Page 19: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (V)

Energetic Model• the relationship between:

– the main class H04L12/56 and the secondary classes of [K] model;

– the boolean representation of [M] model;

discovers two secondary classes, being closely connected with the subject (fig. 5).

Fig. 5: [K(IPC-R Class H04L12/56)] + [M]

0

200

400

600

800

1000

1200

1400

H04L H — H04Q H — G06F G — H04J H — H04B H — H04M H — H04H H — G01N-G H04N H —

Page 20: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (V)

H SECTION H — ELECTRICITY ( 12 child classes ) c

H04 ELECTRIC COMMUNICATION TECHNIQUE ( 10 child classes ) c

H04B TRANSMISSION ( 10 child classes ) c

H04H BROADCAST COMMUNICATION ( 5 child classes ) c

H04J MULTIPLEX COMMUNICATION ( 9 child classes ) c

H04K SECRET COMMUNICATION; JAMMING OF COMMUNICATION ( 2 child classes ) c

H04L TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION ( 14 child classes ) c

H04M TELEPHONIC COMMUNICATION ( 11 child classes ) c

H04N PICTORIAL COMMUNICATION, e.g. TELEVISION ( 10 child classes ) c

H04Q SELECTING ( 6 child classes ) c

Page 21: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (VI)

Energetic Model• [K(G06F)] AND [M] = ( (G06F) <in> IC) AND ((string OR

command) <in> AB ) AND ((protocol OR draft OR record) <in> TI ))(4a)

• [K(H04N)] AND [M] = ( (H04N) <in> IC) AND ((string OR command) <in> AB ) AND ((protocol OR draft OR record) <in> TI ))(4b)

G06F ELECTRIC DIGITAL DATA PROCESSING

H04N PICTORIAL COMMUNICATION, e.g. TELEVISION

Page 22: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study cases

3.1 Communication pursuant to article 96(2) of EPC Features of messaging-service (VII)

Forced Model

• The Model represented by algorithms (4a) and (4b) can be forced. In the specific case, the geographic management of a software, discussed on the Comunication pursuant Article 96(2) IPC, is a force (5) applied to algorithm (4a):

• [F] = ((geograph* OR regional ) <in> AB ) (5)

Page 23: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Study casesWed Oct 4 13:56:26 GMT 2006

Search results for: ((((( (G06F) <in> IC ) AND ((string OR command) <in> AB ) AND ((protocol OR draft OR record) <in> TI ))

AND ((geograph* OR regional ) <in> AB ))))

Collections searched: US (Granted), European (Applications), European (Granted), WIPO PCT Publications, US (Applications)

28 matches found of 9,851,369 patents searched Displaying results 1 - 28 of 28

Publication Title

US6810147 DOCUMENT IMAGE PROCESSING APPARATUS FOR PROCESSING LINE PORTIONS MANUALLY INPUT TO DOCUMENT IMAGE, METHOD THEREFOR, AND COMPUTER READABLE RECORDING MEDIUM RECORDED WITH DOCUMENT IMAGE

PROCESSING PROGRAM THEREFOR

US20030174907A1 DOCUMENT IMAGE PROCESSING APPARATUS FOR PROCESSING LINE PORTIONS MANUALLY INPUT TO DOCUMENT IMAGE, METHOD THEREFOR, AND COMPUTER READABLE RECORDING MEDIUM RECORDED WITH DOCUMENT IMAGE

PROCESSING PROGRAM THEREFOR

EP0990994A3 Document image processing apparatus for processing line portions manually input to document image, method

therefor, and computer readable recording medium recorded with document image processing program therefor

EP0990994A2 Document image processing apparatus for processing line portions manually input to document image, method therefor, and computer readable recording medium recorded with document image processing program therefor

WO9816927A1 METHOD OF RECORDING MEDIA DATA ON RECORDING MEDIUM AND METHOD AND SYSTEM FOR ACCESSING MEDIUM DATA STORED IN RECORDING MEDIUM

US20060195672A1 Information recording medium and region management method thereof

US20060101198A1 Method of varying recording density of data storage medium and disk drive using the method

US7103640 Network distributed tracking wire transfer protocol

US7023577 Image processing apparatus, image processing method and recording medium with color image compacting

US20050265164A1 Recording and reproducing apparatus and recording and reproducing method

US20050262116A1 Recording medium having a data structure for managing reproduction of text subtitle data and methods and apparatuses associated therewith

US20050231765A1 Information recording medium, data processing apparatus and data processing method

US6859789 Information recording medium and information processing device

EP1168341A3 Recording and reproduction apparatus, medium and information assembly

WO04075063A1 INFORMATION RECORDING MEDIUM AND REGION MANAGEMENT METHOD THEREOF

WO04051284A1 METHOD AND APPARATUS FOR RECORDING CHANGES ASSOCIATED WITH ACCELERATION OF A STRUCTURE

US20040105126A1 Method of printing, program for realizing the same, recording medium, apparatus for printing, printer driver, merchandise sales data processing device, and point-of-sale system

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Conclusion

• A structured model of the language applied in a patent-database according to the guidelines as described in this paper allows to find patent technological classes according to IPC-R, overcoming the pure meaning of the words.

• The way of performing patent investigation presented in the paper has also been tested by last-year students of the Faculty of Engineering of the University of Bergamo, demonstrating good consistency, ease of use and efficiency of the method.

Page 25: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Metodo POEM (I)

La ricerca di una soluzione innovativa del problema è stata effettuata mediante il

metodologia TRIZ denominata POEM (Patent Oriented Energetic Modelling).

Database di brevetti

Ricerca ragionata

Problema iniziale di tipo meccanotessile

POEM

Altre applicazioni

Nuova idea

Page 26: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Metodo POEM (II)

Problema iniziale

[M] = f(V,ρ) [K] = f(A,E)

Database di

brevetti

NM brevetti con proprietà [M]

Database di

brevetti

NK brevetti con proprietà [K]

“Classe” + proprietà intrinseca “Sottoclasse” + proprietà estrinseca

Classi IPC degli NK brevetti

Page 27: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Metodo POEM (III)

Scelta di una classe IPC “CK” di NK

Analisi delle classi avanzate di “CK”…NM brevetti con proprietà [M]

Ricerca delle classi avanzate di

“CK” negli NM brevetti

“CM”

Classi IPC

bre

vett

i CM, CK

Scelta delle classi Cf per le

quali: CM>>CK

[F]

BREVETTI RILEVANTI

Page 28: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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Conclusion

• Thanks to the reliability of the results and to the possibility of certifying the approach applied, this method has been accredited to check investment-plans developed by main Preliminary Investigation Bodies for Enterprise Investors.

Page 29: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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PATENT

TRANSFER

High precision micro-drilling K(sezione, rigidezza) = (((thin

OR small OR micro*) <in> AB )

AND (extrud* <in> AB))

K”(sezione, rigidezza”)

=(((thin OR small OR micro*)

<in> AB ) AND (perforat* <in>

AB)) US6870385

(p3/33)

Anisotropic

conductive sheet

and wafer

inspection device

US20040224148A1

Anisotropically

conductive sheet

M(volume,densità)

= (((((metal) <in>

AB ) AND ((disc

OR sheet) <in>

TI))) AND

PD>1996/05/17)

US20040111882A1

Process for

producing a

printed wiring

board-forming

sheet and multi-

layered printed

wiring board

B21D : WORKING OR

PROCESSING OF SHEET

METAL OR METAL TUBES,

RODS OR PROFILES WITHOUT

ESSENTIALLY REMOVING

MATERIAL; PUNCHING

B32B : LAYERED PRODUCTS,

i.e. PRODUCTS BUILT-UP OF

STRATA OF FLAT OR NON-

FLAT, e.g. CELLULAR OR

HONEYCOMB, FORM

B41M : PRINTING,

DUPLICATING, MARKING,

OR COPYING PROCESSES;

COLOUR PRINTING

B65H : HANDLING THIN OR

FILAMENTARY MATERIAL,

e.g. SHEETS, WEBS, CABLES

Page 30: WORLD CONFERENCE: TRIZ FUTURE 2006 - October 9-11, 2006, Kortrijk, Belgium

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INVESTMENT PLAN Water retaining structure K(A, E) = E02B 7/00 Barrages or weirs

una paratia in

materiale

poroso e

flessibile

M filter = (((((bod*

OR filter OR barrier)

<in> AB ) AND ((porous* OR fibr* OR

mesh*) <in> AB))))

dotata di

elevate

caratteristich

e di

resistenza

alle elevate pressioni

B01D 39/00 Filtering

material for liquid or gaseous fluids

M imperm = (((((bod* OR barrier OR wall OR

retain*) <in> AB ) AND

((imperm* OR homog*) <in> AB))))

un foglio di

materiale

impermeabile e

flessibile

resistente alle

pressioni

elevate

B65D

CONTAINERS FOR STORAGE OR TRANSPORT OF

ARTICLES OR MATERIALS

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PATENT BREAKING Flexible mold separator

K(A, E)=(((combin* OR connect*) <in>

AB ) AND ((stack* OR nest*) <in> TI))

M(V, ro) = ((groov* OR clip* OR recess*) <in> AB)AND

((silicon* OR elast*) <in> AB)))

B29C - SHAPING OR JOINING OF

PLASTICS

F16B - DEVICES FOR FASTENING OR

SECURING CONSTRUCTIONAL

ELEMENTS OR MACHINE PARTS

TOGETHER

G11B - INFORMATION STORAGE BASED

ON RELATIVE MOVEMENT BETWEEN

RECORD CARRIER AND TRANSDUCER

A43B - CHARACTERISTIC FEATURES OF

FOOTWEAR; PARTS OF FOOTWEAR

A44B - BUTTONS, PINS, BUCKLES,

SLIDE FASTENERS, OR THE LIKE

A47G - HOUSEHOLD OR TABLE

EQUIPMENT

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Thank you for your attention