JP2005115831A - Device, method, and program for evaluating and managing intellectual property - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To indicate a guideline for a proper treatment of intellectual property and to contribute to smooth and effective use of the intellectual property. <P>SOLUTION: An intellectual property data base part 20 stores technology assessment data of the intellectual property which is a managing object and property assessment data including the acquisition amount and the profit amount of the intellectual property. An intellectual property assessment and management part 10 classifies the intellectual property into either of a profit contribution group for contributing to profits of a holder of the intellectual property, and others utilization group which are to be utilized for a person other than the holder of the intellectual property or a discard recommendation group which are to be discarded on the basis of the technology assessment data and the property assessment data. This classification result is output on a screen of a display part 4 or output via an input/output interface 5. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to an intellectual property evaluation management apparatus, an intellectual property evaluation management method, and an intellectual property evaluation management program for managing intellectual property such as an invention, a device, a design, and a trademark.

In recent years, intellectual property such as inventions, devices, designs, trademarks, etc. has been positioned in management strategies as a means of improving competitiveness in companies and the like. In each company, efforts are made to evaluate and manage intellectual property owned by the company and to effectively use it to improve profits. As the conventional intellectual property evaluation and management apparatus, for example, an apparatus that calculates the economic value of intellectual property related to a product according to the degree of contribution based on the economic effect based on the function and performance of the entire product is known. (For example, refer to Patent Document 1).
JP 2002-197265 A

  However, the conventional intellectual property evaluation and management apparatus described above cannot provide a guideline on how to deal with the intellectual property specifically, and the burden on the intellectual property manager is large. For example, an intellectual property manager must determine whether a patented invention contributes to the company's profits and decide whether to keep it in-house. In addition, if the company does not own it, it must be judged whether it can be used by others, and it should be decided whether it should be distributed or should not be used by others. . The number of man-hours required for these operations is enormous, especially when a large company has a large amount of intellectual property. For this reason, the organization of intellectual property is delayed, and as a result, effective utilization of intellectual property cannot be promoted smoothly, resulting in an unbearable problem for companies that miss opportunities for profit improvement. Furthermore, having unnecessary intellectual property results in unnecessary management costs.

  The present invention has been made in consideration of such circumstances, and its purpose is to provide guidelines for appropriate treatment of intellectual property and contribute to the smooth utilization of intellectual property. It is an object to provide an intellectual property evaluation management apparatus and an intellectual property evaluation management method that can be used.

  Another object of the present invention is to provide an intellectual property evaluation management program for realizing the intellectual property evaluation management apparatus of the present invention using a computer.

In order to solve the above problems, an intellectual property evaluation management apparatus according to the present invention includes technical evaluation data storage means for storing technical evaluation data of intellectual property to be managed, and acquisition and maintenance management of the intellectual property. Asset evaluation data including the acquisition amount of the intellectual property obtained by evaluating the cost required for the asset and the revenue amount of the intellectual property obtained by evaluating the profit obtained from the intellectual property is stored Based on the asset evaluation data storage means, the technical evaluation data and the asset evaluation data, profit contributions that contribute to the profits of the intellectual property owner, and utilization to persons other than the intellectual property owner An intellectual property evaluation management means for classifying the intellectual property into one of other people's utilization class to be planned or a disposal recommendation class to be disposed of; and an output means for outputting the classification result of the intellectual property; It was characterized by having That.
According to this configuration, it is possible to output a guideline for appropriate treatment of intellectual property as a classification result based on technical evaluation and asset evaluation of intellectual property. As a result, the organization of intellectual property becomes easy, and the effective utilization of intellectual property can be facilitated.

The intellectual property evaluation management apparatus of the present invention includes an acquisition amount storage means for storing the acquisition amount of the intellectual property obtained by evaluating the cost required for acquisition and maintenance management of the intellectual property to be managed, Revenue amount storage means for storing a return amount of the intellectual property obtained by evaluating the return obtained from the intellectual property, the acquisition amount and the return amount are compared, and based on the comparison result, Profit contributions that contribute to the profits of intellectual property holders, any other use that should be used by persons other than the owners of the intellectual property, or disposal recommendations that should be discarded And a classifying unit for classifying the intellectual property, and an output unit for outputting the classification result of the intellectual property.
According to this configuration, it is possible to output a guideline for appropriate treatment of intellectual property as a classification result based on the asset evaluation of the intellectual property. As a result, the organization of intellectual property becomes easy, and the effective utilization of intellectual property can be facilitated.

Further, in the intellectual property evaluation management apparatus of the present invention, the technical evaluation data storage means for storing the technical evaluation data including at least the evaluation data of the technical superiority of the intellectual property, and based on the technical evaluation data, An evaluation means for evaluating the contribution degree of the intellectual property, and a profit amount calculation means for calculating the profit amount of the intellectual property according to an evaluation result by the evaluation means.
According to this configuration, since the asset evaluation of the intellectual property can be executed based on the technical evaluation of the intellectual property, the efficiency of the asset evaluation work can be improved.

In the intellectual property evaluation management apparatus according to the present invention, the evaluation unit weights the contribution of the intellectual property according to the stage of the intellectual property right.
According to this configuration, it is possible to perform an appropriate asset evaluation at the stage of acquiring intellectual property rights.

Further, in the intellectual property evaluation management apparatus of the present invention, the evaluation means weights the contribution degree of the intellectual property according to whether the intellectual property is implemented or not for the purpose of defense. It is characterized by doing.
According to this configuration, it is possible to perform an appropriate asset evaluation based on whether or not the intellectual property is implemented.

Moreover, in the intellectual property evaluation management apparatus of the present invention, the evaluation unit weights the contribution of the intellectual property according to the length of a cover period in which the intellectual property is valid. .
According to this configuration, it is possible to perform an appropriate asset evaluation based on the effective period length of the intellectual property.

In the intellectual property evaluation management apparatus of the present invention, the evaluation means calculates a contribution ratio of the individual intellectual property in an intellectual property group composed of a plurality of the intellectual properties applied to the same product. It is characterized by.
According to this configuration, it is possible to perform an appropriate asset evaluation based on individual intellectual property contributions in an intellectual property group applied to the same product.

In the intellectual property evaluation management apparatus according to the present invention, the evaluation unit evaluates the contribution degree of the intellectual property by distinguishing between the past and the future.
According to this configuration, it is possible to perform asset evaluation by dividing the past and future, and by this, the intellectual property is classified in consideration of the past asset value and the future asset value. be able to.

Further, in the intellectual property evaluation management apparatus of the present invention, the acquisition amount is obtained by distinguishing between the past amount and the future portion, and the classification calculation means is configured to separate the acquisition amount from the past portion and the future portion. It is characterized by comparing the amount of revenue.
According to this configuration, detailed intellectual property classification can be performed based on the comparison result between the acquisition amount and the revenue amount divided into the past and the future.

In the intellectual-property evaluation management apparatus according to the present invention, the classification calculation means takes into account the technical evaluation data when classifying the classification into the others' utilization class or the disposal recommendation class.
According to this configuration, it is possible to classify into appropriate use by others or the recommended disposal by technical evaluation.

Further, in the intellectual property evaluation management apparatus of the present invention, when the classification is performed on the intellectual property group composed of a plurality of the intellectual property applied to the same product, and the classification result is the profit contribution class Is characterized in that the intellectual property included in the intellectual property group is forcibly included in the profit contribution class.
According to this configuration, it is possible to maintain the value as the intellectual property group by correcting the classification result of the individual intellectual property. This is very effective because fluidization of intellectual property is generally performed as an intellectual property group.

Further, in the intellectual property evaluation management apparatus of the present invention, a warning is issued when the intellectual property whose intellectual property rights are restricted is classified into the third party utilization class or the disposal recommendation class. And
According to this configuration, it is possible to notify the intellectual property manager that the right of the intellectual property classified as the other person utilization class or the disposal recommendation class is restricted. Thereby, for example, legal errors such as transfer of rights or waiver of rights can be prevented.

  The intellectual property evaluation management method of the present invention includes the technical evaluation data of the intellectual property to be managed, and the acquisition of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property. An intellectual device comprising: storage means for storing asset evaluation data including an amount of money and a profit amount of the intellectual property obtained by evaluating a profit obtained from the intellectual property; a processing means; and an output means. An intellectual property evaluation management method in a property evaluation management apparatus, wherein the processing means reads the technical evaluation data and the asset evaluation data from the storage means, and the processing means reads the technical evaluation data and the asset evaluation. Based on the data, profit contributions that contribute to the profits of the intellectual property holder, utilization by others that should be used by persons other than the intellectual property holder, or disposal should be made Disposal A step of classifying the intellectual property in any classes, the output means is characterized by comprising the steps of outputting a classification result of the intellectual property.

  The intellectual property evaluation and management method of the present invention includes the acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property to be managed, and the profit obtained from the intellectual property. An intellectual property evaluation management method in an intellectual property evaluation management apparatus comprising: storage means for storing the profit amount of the intellectual property obtained by evaluation, processing means, and output means, A process in which the processing unit reads the acquisition amount and the revenue amount from the storage unit, a step in which the processing unit compares the read acquisition amount and the revenue amount, and the processing unit, based on the comparison result, Profit contributions that contribute to the profits of intellectual property holders, any other use that should be used by persons other than the owners of the intellectual property, or disposal recommendations that should be discarded The intellectual property is classified into The steps that, the output means is characterized by comprising the steps of outputting a classification result of the intellectual property.

  Moreover, in the intellectual property evaluation management method of the present invention, the storage means further stores technical evaluation data including at least evaluation data of technical superiority of the intellectual property, and the processing means stores the storage A step of reading out the technical evaluation data from the means, a step of evaluating the contribution of the intellectual property based on the read out technical evaluation data by the processing means, and the processing means according to the evaluation result And calculating the profit amount of the property.

The intellectual property evaluation management program of the present invention is the acquisition of the intellectual property obtained by evaluating the technical evaluation data of the intellectual property to be managed and the cost required for the acquisition and maintenance of the intellectual property. An intellectual device comprising: storage means for storing asset evaluation data including an amount of money and a profit amount of the intellectual property obtained by evaluating a profit obtained from the intellectual property; a processing means; and an output means. A computer program for performing an intellectual property evaluation management process in a property evaluation management device, the function of reading the technical evaluation data and the asset evaluation data from the storage means, and the read technical evaluation data and asset evaluation data Based on this, profit contributions that contribute to the profits of the intellectual property holder, utilization by others that should be used by persons other than the intellectual property holder, or disposal A function of classifying the intellectual property in any of a waste recommended class is characterized in that to realize a function for outputting a classification result of the intellectual property in the computer by the output means.
As a result, the above-described intellectual property evaluation management apparatus can be realized using a computer.

  The intellectual property evaluation management program according to the present invention includes the acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property to be managed, and the profit obtained from the intellectual property. A computer for performing an intellectual property evaluation management process in an intellectual property evaluation management apparatus, comprising a storage means for storing the profit amount of the intellectual property obtained by evaluating the property, a processing means, and an output means A program that reads the acquired amount and the revenue amount from the storage unit, a function that compares the read acquisition amount and the revenue amount, and the intellectual property owner based on the comparison result The intellectual property can be used either as a revenue contribution that contributes to the profits of other people, a use other than the owner of the intellectual property that should be used, or a disposal recommendation that should be disposed of. Classify It features and is characterized in that to realize a function for outputting a classification result of the intellectual property in the computer by the output means.

Further, in the intellectual property evaluation management program of the present invention, the storage means further stores technical evaluation data including at least evaluation data of technical superiority of the intellectual property. A function of reading evaluation data, a function of evaluating the contribution of the intellectual property based on the read technical evaluation data, and a function of calculating the profit amount of the intellectual property according to the evaluation result. Furthermore, it is characterized by being realized by a computer.
As a result, the above-described intellectual property evaluation management apparatus can be realized using a computer.

  According to the present invention, since it is possible to output guidelines for appropriate treatment of intellectual property as a result of classification of intellectual property, the organization of intellectual property is facilitated, and effective utilization of intellectual property is facilitated. Can contribute.

Hereinafter, an embodiment of the present invention will be described with reference to the drawings. In the present embodiment, a case will be described in which inventions, devices, designs and trademarks are mainly handled as intellectual property.
FIG. 1 is a block diagram showing a hardware configuration of an intellectual property evaluation management apparatus according to an embodiment of the present invention. In FIG. 1, the intellectual property evaluation management apparatus includes a processing unit 1, a storage unit 2, an operation unit 3, a display unit 4, and an input / output interface 5. Each part 1-5 is connected with the bus | bath. The processing unit 1 includes an intellectual property evaluation management unit 10 that performs intellectual property evaluation and management processing. The storage unit 2 includes an intellectual property database unit 20 that stores various data used for evaluation and management of intellectual property.

  The operation unit 3 includes input devices such as a keyboard and a mouse for an operator to input data. The display unit 4 includes a display device (CRT (Cathode Ray Tube), liquid crystal display device, etc.) for displaying data. The input / output interface 5 is connected to an external device such as a printing device or a read / write device for a recording medium (flexible disk or the like) to input / output data. The input / output interface 5 may be provided with a communication function and connected to an external computer via a communication line to transmit / receive data.

  The processing unit 1 shown in FIG. 1 may be realized by dedicated hardware, and the processing unit 1 is configured by a memory and a CPU (central processing unit) to realize the function of the processing unit 1. The function may be realized by loading a program to be executed into a memory and executing the program.

The storage unit 2 is a non-volatile memory such as a hard disk device, a magneto-optical disk device, or a flash memory, a readable recording medium such as a CD-ROM, or a volatile memory such as a DRAM (Dynamic Random Access Memory). It is assumed to be configured by a memory or a combination thereof.
Further, even if the storage unit 2 is built in the intellectual property evaluation management device, it is in another device (database server) (not shown), and the intellectual property evaluation management device is stored in these storage units by communication. You may access it.

  FIG. 2 is a diagram illustrating a configuration example of the intellectual property database unit 20. The intellectual property database unit 20 accumulates various data regarding the intellectual property that is the management target. In the example shown in FIG. 2, applicable product information, research and development theme information, technology evaluation data, asset evaluation data, intellectual property management information, and the like are stored in association with an intellectual property management number for each intellectual property.

  The intellectual property management number is information for specifying the intellectual property. For example, the management number unique to the manager is assigned to the intellectual property before the application. For intellectual property after filing, the application number can be used as the management number. This intellectual property management number is given an appropriate one at the time of intellectual property management registration, and then input and stored in the intellectual property database unit 20.

The applied product information is product identification information for identifying a product to which the intellectual property is applied and applicable period information thereof. The product identification information is, for example, a product name, a product code, a product group code, and the like. The applicable period information is information that specifies an effective period (product lifetime) in which the product generates revenue. This product lifetime is a period during which intellectual property can be applied and become effective.
Note that intellectual property is applied to a product when the intellectual property is actually applied to the product and when the intellectual property is attacking the product by another person (such as a competitor entering the same product). It means both being used to defend. This applied product information is appropriately input and stored in the intellectual property database unit 20.

  The research and development theme information is information that identifies the research and development theme in which the intellectual property was created. For example, the theme name, R & D code, etc. This R & D theme information is input at the time of intellectual property management registration and stored in the intellectual property database unit 20.

  The technical evaluation data is evaluation data in which intellectual property is evaluated according to a predetermined evaluation item. Details of the evaluation items will be described later. The technical evaluation data is created by the evaluator, and then input and stored in the intellectual property database unit 20.

  Asset evaluation data is the amount of intellectual property acquired by evaluating the costs required for acquiring and maintaining intellectual property, and the profit of intellectual property obtained by evaluating the profits obtained from intellectual property. Evaluation data including the amount of money. The acquisition amount is calculated by an acquisition amount calculation unit 11 described later and stored in the intellectual property database unit 20. The revenue amount is calculated by a revenue amount calculation unit 13 described later and stored in the intellectual property database unit 20.

  Intellectual property management information is various information on intellectual property management, such as intellectual property name (name of invention, etc.), application type (patent, utility model, design, trademark, etc.), duration of rights, filing date, It includes information such as application number, publication date and publication number, registration date and registration number of rights, end date of rights, existence of corresponding foreign application, and application country name. The intellectual property management information is appropriately input by the worker according to the change in the management status and stored in the intellectual property database unit 20.

Here, the evaluation items for obtaining the above-described technical evaluation data will be described.
FIG. 3 shows an example of evaluation items for obtaining the technical evaluation data and an evaluation element of each item. In the example of FIG. 3, the stage of rights, technical aspects, patentability (possibility of rights registration), implementation, marketability, versatility, contract status, collateral status and liquidity are set as evaluation items. . Note that these evaluation items and the evaluation elements of each item can be changed as appropriate.
In the item of the right stage, it is determined whether the intellectual property is in the process of righting “pending”, “publishing”, or “registering”. As a result, it is specified which stage the intellectual property is currently in the right-making process. In the present embodiment, as a stage of obtaining rights, a stage before filing (unfiled), a stage where an application has been made but before publication of the application (application), a stage where the application has been published but before registration of rights (publication) A registered stage (registration) is defined.

  In the technical field, the technical superiority of the intellectual property is determined. Specifically, the determination is performed from the viewpoint of the intellectual property target part, comparison with alternative technologies, and infringement discovery. The better technology contributes more to profits, the technical evaluation results are important information for calculating profits from intellectual property.

  In the item of patentability (possibility of right registration), it is determined whether there is a possibility that the intellectual property is registered as a right. For example, the possibility (patentability) that the invention is patented and registered is determined. If there is no possibility of registration of rights, it can be determined that there is no value as an intellectual property, so that the intellectual property is regarded as not contributing to profits.

  In the item of feasibility, it is determined whether or not the intellectual property is used in the product by the company or other companies. In addition, if it is not used, it is used for defense of its own products, or is planned to be used for its products in the near future (for example, 1-2 years later), or used for defense of its products in the near future It is determined whether it can be performed in the future (for example, more than 3 years ahead), cannot be used to defend the implemented product, or is not scheduled to be implemented. The evaluation result of the implementation property of the intellectual property is important information for objectively judging whether the intellectual property contributes to the profit.

  In the item of marketability, the state of the market scale of products to which intellectual property is applied in the country is determined. In the present embodiment, a growth period, a maturity period, and a decline period are defined as market scale conditions. When judging the state of the market size, the market size data of the product in the previous year and the current year are compared, and the slope of the rate of change is obtained. If the slope of the rate of change is positive, it is determined as a growth period, if it is substantially zero, it is determined as a mature period, and if it is negative, it is determined as a decline period. If the market size is in the growth period, profits can be expected to increase. On the other hand, if the market size is in the decline period, the profits may be reduced. Therefore, the trend of the market scale is important information for selecting the future handling of intellectual property.

  In the item of versatility, it is determined whether or not it can be applied to a product field other than the currently applied product that is the object of the marketability evaluation. Applicable intellectual property can be judged to have high utility value. Furthermore, the possibility of additional inventions in the application field is also judged, and if there is an idea already, it is considered possible.

  In the contract status item, it is determined whether or not an implementation license is granted to another company and an implementation fee is obtained, whether or not the implementation fee is waived by a cross license agreement, and whether or not there is a license agreement. It can be determined that the intellectual property under the license agreement contributes to profits.

  In the item of collateral status, it is determined whether transfer collateral, pledge, or provisional registration collateral is set for a patent or the like. If transfer collateral, pledge, or provisional registration collateral is set, this will contribute to the profit of the company's own business, but the way of handling intellectual property rights will be limited. For example, it becomes a hindrance to the disposal of rights or the utilization to third parties (transfer, license, trust, etc.). For this reason, the presence / absence of collateral setting is important information for selecting future handling of intellectual property.

  In the liquidity item, taking into account the facts such as the above collateral setting and the company's business strategy, it is determined whether the intellectual property can be used (transferred or licensed) to a third party.

Next, a characteristic configuration according to the present embodiment will be described in detail.
FIG. 4 is a block diagram showing a main functional configuration of the intellectual property evaluation management apparatus according to the present embodiment. FIG. 4 shows only a block configuration in which the functions of the intellectual property evaluation management unit 10 are expanded and the intellectual property database unit 20 among the functions realized by the hardware configuration shown in FIG.

In FIG. 4, the acquisition amount calculation unit 11 evaluates the cost required for acquisition and maintenance of the intellectual property that is the management target, and calculates the acquisition amount of the intellectual property. Expenses required for the acquisition and maintenance of intellectual property include the expenses spent on the research and development theme in which intellectual property was created (research and development expenses), the intellectual property department expenses, and labor expenses (personnel expenses). Costs of intellectual property rights acquisition, maintenance and management of rights (hereinafter referred to as IP costs), intellectual property rights acquisition costs (application costs, intermediate processing costs, etc.) and rights maintenance costs (patents) Fees) (hereinafter referred to as rights acquisition costs), reduction costs paid to the creator of intellectual property, and the like.
The acquisition amount calculation unit 11 stores the above-described cost data (acquisition related data) for the acquisition and maintenance of the intellectual property classified by the classification calculation unit 14 to be described later. Entered together with the goods management number.

The evaluation point calculation unit 12 evaluates the contribution level of the intellectual property based on the technology evaluation data stored in the intellectual property database unit 20. This evaluation result is output to the revenue amount calculation unit 13 as an evaluation point. The evaluation point calculation unit 12 receives the intellectual property management number to be classified.
The revenue amount calculation unit 13 calculates the revenue amount of the intellectual property according to the evaluation result by the evaluation point calculation unit 12. The revenue amount calculation unit 13 receives the revenue related data used for calculating the revenue amount of the intellectual property of the classification target together with the intellectual property management number of the classification target.

  Revenue-related data includes the accumulated sales to date of products to which intellectual property is applied, the average profit margin of this accumulated sales, and past license revenues as data for calculating the amount of revenue for the past. The amount is included. Furthermore, as data for calculating the future revenue amount, the estimated future sales of products to which intellectual property is applied, the average expected profit margin of this estimated sales, and the expected future license revenue included. Furthermore, the profit-related data includes a contribution degree by which intellectual property contributes to profits. For this contribution, for example, when there are three of sales force, capital force, and intellectual property as influences on profits, 1/3 is used as a standard value.

  Normally, multiple intellectual property is applied to a single product, so the cumulative sales amount, average profit margin, cumulative sales forecast, and average expected profit margin are the intellectual property applicable to a specific product. Value by property group is used.

  The classification calculation unit 14 compares the acquisition amount and the revenue amount described above, and based on the comparison result, to the profit contribution class that contributes to the profit of the intellectual property owner, to a person other than the intellectual property owner Intellectual property is classified as either a third party utilization type that should be used or a disposal recommendation type that should be discarded. In this classification, the classification calculation unit 14 refers to the technical evaluation data of the intellectual property and considers the contents. The classification calculation unit 14 receives the intellectual property management number to be classified.

  Further, the classification result data (classification data) by the classification calculation unit 14 can be output on the screen of the display unit 4, printed by a printing apparatus as an external device, or output to an external computer by communication. is there. The classification data can also be stored in the intellectual property database unit 20. These output functions may be provided exclusively by the intellectual property evaluation management unit 10 for outputting classification data, or may be provided in the processing unit 1 as standard.

The following seven types of intellectual property (types A1 to A4, B1 to B3) are classified into the above-mentioned revenue contributions.
Types A1 to A4 are intellectual properties that have already contributed to earnings.
Type A1: Intellectual property that contributes directly to profits through its own implementation.
Type A2: Intellectual property for defense purposes that can prevent other companies from entering and contributes to profits as a result.
Type A3: Intellectual property that is not implemented by the company but is implemented by other companies and indirectly contributes to profits.
Type A4: Intellectual property that directly contributes to profits through licensing to other companies.

Types B1 to B3 are intellectual properties that are expected to contribute to profits in the future.
Type B1: Intellectual property that is expected to be directly contributed to profits in its business in the near future (for example, 1-2 years later).
Type B2: Intellectual property that is expected to contribute to profits in the near future (for example, 1-2 years later) for the purpose of defense of its business.
Type B3: Intellectual property that may contribute to profits in the company's business in the future (for example, more than 3 years ahead).

  In addition, the above-mentioned third party utilization type (type C) is classified into intellectual property that is not profitable in its own business but can be used by other companies. Intellectual property classified as a utilization by others is subject to intellectual property distribution. However, those with a short remaining period of rights, such as those with less than 2 years, are excluded from distribution.

  Further, the above-mentioned disposal recommendations (type D) classify intellectual property relating to obsolete technology and intellectual property that cannot be expected to contribute to profits such as intellectual property that cannot be used by other companies.

Next, the operation of the intellectual property evaluation management apparatus shown in FIG. 4 will be described.
First, the operation of the acquisition amount calculation unit 11 will be described with reference to FIG. FIG. 5 is a flowchart showing the flow of the acquisition amount calculation process performed by the acquisition amount calculation unit 11 shown in FIG.
In FIG. 5, when the intellectual property management number to be classified and the acquisition related data relating to the intellectual property are input, the acquisition amount calculation unit 11 refers to the intellectual property database unit 20 and obtains the knowledge of the intellectual property management number. The total number of intellectual property with the same research and development theme as the intellectual property is obtained (step S101). Next, the research and development cost included in the input acquisition-related data is divided by the total number obtained in step S101 to calculate the research and development cost per intellectual property (step S102).

  Next, the acquisition amount calculation unit 11 obtains the total number of all intellectual property to be managed, that is, the total number of intellectual property registered in the intellectual property database unit 20 (step S103). Next, the intellectual property cost (one year) included in the acquisition-related data is divided by the total number obtained in step S103 to calculate the intellectual property cost for one year per intellectual property. Based on the IP part cost, the past part and the future part are differentiated to calculate the total IP part cost (step S104). When calculating the total amount of the intellectual property part cost, first, based on the intellectual property management information in the intellectual property database part 20, the past maintenance years and the future maintenance years of the intellectual property to be classified are obtained. Then, the total IP cost for the past is calculated by multiplying the past maintenance years by the IP cost for the calculated year. In addition, the total amount of intellectual property costs for the future is calculated by multiplying the future maintenance years by the calculated intellectual property costs for the year.

Next, the acquisition amount calculation unit 11 acquires the past amount and the future amount separately from the right cost included in the acquisition related data (step S105). Next, the acquisition amount calculation unit 11 calculates the acquisition amount separately for the past and the future (step S106). The acquisition price for the past is obtained by summing up the R & D cost per intellectual property, the total intellectual property cost for the past, and the acquisition cost for the past. The acquisition amount for the future is obtained by adding up the total amount of the intellectual property cost for the future and the acquisition cost for the future.
Next, the acquisition amount calculation unit 11 stores the obtained past acquisition amount and the future acquisition amount in the intellectual property database unit 20 as a part of the asset evaluation data corresponding to the intellectual property management number of the classification target. (Step S107).

Next, the operation of the evaluation score calculation unit 12 will be described with reference to FIG. FIG. 6 is a flowchart showing the flow of the intellectual property evaluation process performed by the evaluation point calculation unit 12 shown in FIG.
In FIG. 6, when the intellectual property management number to be classified is input, the evaluation point calculation unit 12 acquires technical evaluation data of the intellectual property from the intellectual property database unit 20 (step S201). Next, a technical evaluation score is calculated based on the technical evaluation data included in the technical evaluation data (step S202).

  For example, in the example of evaluation contents shown in FIG. 3, the technical evaluation point calculation method includes three points for the basic function, two points for the peripheral function, and two additional functions for the peripheral function. In this case, it is 1 point. In comparison with alternative technologies, 3 points are given for superiority, 2 points for equivalent, and 1 point for inferior. And the score about the target part of an intellectual property and the score about the comparison with an alternative technology are totaled, and this total score is made into a technical evaluation score. In this example, the infringement detectability is excluded from the technical evaluation target. This is because there are technically important process technologies regardless of infringement detectability. Further, the method for calculating the technical evaluation points described above may be changeable for each technical field.

  Next, in step S203, the evaluation point calculation unit 12 acquires the right stage information based on the right stage data included in the technical evaluation data of the intellectual property to be classified. Next, the technical evaluation points are weighted on the basis of the authorization stage and the feasibility evaluation data included in the technical evaluation data (step S204).

  The technical evaluation points are weighted by multiplying the technical evaluation points by a predetermined weighting factor in accordance with the righting stage and the presence or absence of implementation. For example, the weighting coefficient is set from the weighting degree based on the right-giving stage and the weighting degree based on the presence / absence of implementation. As an example of this, first, as the weighting coefficient for the intellectual property (implemented intellectual property group) that is being implemented, the rights-improving stage is 1/5 for those that have not yet been filed and those that have been filed, and 2/5 that that has been published. , 1 shall be registered.

In addition, the weighting degree of intellectual property that is not implemented (defense intellectual property group) is set to about ¼ that of the intellectual property that is implemented. In other words, the intellectual property that is implemented is given four times as much evaluation as the intellectual property that is not implemented. The reason for this is based on the knowledge that the number of ideas actually implemented on a product is about one in four of the proposed ideas.
Note that the defense intellectual property group refers to those that are not actually used in products but play a defensive role and contribute to profits. Specifically, among the evaluation items of the feasibility shown in FIG. 3 above, those that are not implemented are evaluated as “a: defense of currently implemented products” or “c: defense of products implemented in the near future”. .

Thus, as an example of a weighting factor for intellectual property that has not been implemented, the right stage is 0 for unfiled and applied, 1/10 for published, and 3/10 for registered.
In addition, among the weighting factors for intellectual property that is not implemented, the reason why the rights are not yet applied and those that have been applied is 0 because the purpose of defense has not been achieved because it has not been published. .
The weighting method of the technical evaluation points may be changed for each technical field. The value of each weighting factor can be changed as appropriate.

  Next, in step S205, the evaluation point calculation unit 12 further weights the evaluation points after the weighting in step S204 according to the length of the cover period in which the intellectual property to be classified is valid (step S205). In this weighting, the past / future evaluation points are weighted separately, and the past evaluation points and the future evaluation points are obtained.

  The cover period is determined based on the applicable period information in the applied product information for the intellectual property to be classified in the intellectual property database unit 20, the right duration in the intellectual property management information, and the application date. The coverage period for the past is determined as a period that overlaps the applicable period that has already passed so far in the right duration. The coverage period for the future is determined as a period that overlaps the applicable period that will newly elapse in the future during the period of the right.

Then, the past evaluation points are obtained by multiplying the past cover period length by the weighted evaluation points in step S204. Similarly, the evaluation score for the future is obtained by multiplying the length of the cover period for the future by the evaluation score after weighting in step S204. The unit of the length of the cover period is, for example, a year unit.
The processes from step S201 to step S205 described above are processes for calculating evaluation points for individual intellectual property while distinguishing between past and future evaluation points. Then, the past evaluation points and the future evaluation points of the individual intellectual property to be classified are calculated by the processing so far.

  Next, the evaluation score of the intellectual property group applied to the same product is calculated by the processing of steps S206 to S208. First, in step S206, the evaluation score calculation unit 12 refers to the intellectual property database unit 20, and determines whether there is another intellectual property that applies to the same product as the intellectual property to be classified. If there is other intellectual property that applies to the same product, the processing from step S201 to S205 is performed for the corresponding intellectual property, and the individual evaluation points of the intellectual property are determined as past and future. Are calculated separately (step S207). The processing in step S207 is performed for all other intellectual property applied to the same product.

  Next, when the processing in step S207 is completed for all other intellectual property applied to the same product (NO in step S206), the evaluation point calculation unit 12 determines whether the intellectual property group to be applied to the same product separately in the past / future. The evaluation points (including the intellectual property to be classified) are summed (step S208). Next, for each past / future, the individual intellectual property evaluation score is divided by the total score in step S208, and the individual intellectual property contribution ratio is calculated separately for the past and future. (Step S209). The contribution ratio for the past and the contribution ratio for the future of each individual intellectual property to be classified are output to the revenue amount calculation unit 13.

Next, the operation of the revenue amount calculation unit 13 will be described.
The revenue amount calculation unit 13 uses the contribution ratio for the past and the contribution ratio for the future of each intellectual property to be classified input from the evaluation score calculation unit 12 to calculate the corresponding revenue from the input revenue-related data. Calculate the profit amount of each intellectual property subject to classification. The calculation of the revenue amount is performed separately for the past and the future.

The amount of earnings for the past is calculated using the following formula.
Earnings for the past = Cumulative sales of applicable products to date x average profit margin
× Contribution x Contribution ratio for the past
+ Past actual license revenue The future revenue is calculated using the following formula.
Earnings for the future = Cumulative future sales forecast for applicable products x Average expected profit margin
× Contribution × Future contribution ratio
+ Estimated future license revenue

  The amount-of-revenue calculation unit 13 stores the past amount of revenue and the amount of future revenue obtained by the above formulas in the intellectual property database unit 20 as part of the asset evaluation data corresponding to the intellectual property management number of the classification target. save.

Next, the operation of the classification calculation unit 14 will be described.
The classification calculation unit 14 acquires asset evaluation data for the intellectual property to be classified from the intellectual property database unit 14. The asset evaluation data includes the past and future acquisition amounts calculated by the acquisition amount calculation unit 11 and the past and future amounts of income calculated by the revenue amount calculation unit 13. It is.

And the classification | category calculating part 14 classify | categorizes the intellectual property of a classification | category object into either a profit contribution class, another person utilization class, or a disposal recommendation class by a predetermined calculation formula using the acquired asset evaluation data. An example of this classification method is shown below.
The classification calculation unit 14 classifies the intellectual property to be classified as a profit contribution class when the following expression is satisfied.
“{Past acquisition amount + Future acquisition amount} <{Past acquisition amount + Future generation amount}” and “Future acquisition amount <Future generation amount”
In other words, intellectual property that can be profitable is basically included in the revenue contribution category. However, those whose future profits are not profitable are excluded from the contributions to profits.

Intellectual property that has not been classified as a revenue contribution category is classified as a third party utilization category or a disposal recommendation category. This classification is performed under the following conditions.
Condition 1: intellectual property with a short remaining period of rights, for example, less than 2 years, is forcibly classified as a disposal recommendation.
Condition 2: The total amount of revenue for the past and future is in excess of the amount of acquisition, but if the amount of revenue for the future is smaller than the amount of revenue for the future, Classify as users. However, if the future revenue amount is 0, “marketability”, “general versatility”, “patentability (possibility of right registration)”, “contract status” included in the technical evaluation data of the relevant intellectual property ”And“ collateral status ”to select a classification destination.
Condition 3: If the sum of the past amount and the future portion is less than the acquisition amount and the future amount of revenue is not 0, it is classified as a utilization by others.
Condition 4: If the total amount of revenue for the past and future is less than the acquisition amount, and the amount of revenue for the future is 0, the “marketability”, “ A classification destination is selected based on “general versatility”, “patentability (possibility of right registration)”, “contract status”, and “collateral status”.
Condition 5: If the sum of past and future earnings is 0, “marketability”, “general versatility”, “patentability (possibility of registration of rights) included in the technical evaluation data of the relevant intellectual property ) ”,“ Contract status ”and“ collateral status ”are selected.

  FIG. 7 shows an example of how to classify intellectual property based on asset evaluation and technology evaluation. In FIG. 7, as a comprehensive evaluation based on the asset evaluation and the technical evaluation, one of profit contribution class (type A or B), other person utilization class (type C), or disposal recommendation class (type D) is arranged. .

  In addition, you may make it correct | amend with respect to said classification result. For example, it is generally desirable to fluidize intellectual property as an intellectual property group. This is because usually a plurality of related intellectual property in the same technical field is applied to one product. Therefore, the classification as the intellectual property group is performed in the same manner as the above-described individual property classification, and the classification result of the intellectual property is corrected based on the classification result of the intellectual property group.

  Specifically, the acquisition amount and the revenue amount of the entire intellectual property group composed of a plurality of intellectual properties applied to the same product are calculated separately for the past portion and the future portion. Then, the intellectual property group is classified by the above classification method. As a result of this classification, if the intellectual property group is classified as a revenue contribution class, the intellectual property included in the intellectual property group is classified into other person's utilization class or disposal. Even if it is a recommendation, forcibly include it in the revenue contribution category. By this correction processing, the value as the intellectual property group is maintained.

  Moreover, when the right of the intellectual property classified into others utilization class or disposal recommendation class is restrict | limited, you may make it issue the warning which alert | reports that. Specifically, if there is transfer collateral or pledge right setting data included in the technical evaluation data of the relevant intellectual property, transfer or waiver of the relevant intellectual property right is legally restricted. A warning message or sound is output to notify the intellectual property manager. This warning can prevent legal mishandling such as transfer of rights or waiver.

  In addition, it becomes possible to cope with intellectual property accounting by using the asset evaluation data described above.

Further, a program for realizing the function of the intellectual property evaluation management unit 10 in FIG. 1 is recorded on a computer-readable recording medium, and the program recorded on the recording medium is read into a computer system and executed. Intellectual property evaluation management processing may be performed. Here, the “computer system” may include an OS and hardware such as peripheral devices.
Further, the “computer system” includes a homepage providing environment (or display environment) if a WWW system is used.
The “computer-readable recording medium” means a flexible disk, a magneto-optical disk, a ROM, a writable nonvolatile memory such as a flash memory, a portable medium such as a CD-ROM, a hard disk built in a computer system, etc. This is a storage device.

Further, the “computer-readable recording medium” means a volatile memory (for example, DRAM (Dynamic DRAM) in a computer system that becomes a server or a client when a program is transmitted through a network such as the Internet or a communication line such as a telephone line. Random Access Memory)), etc., which hold programs for a certain period of time.
The program may be transmitted from a computer system storing the program in a storage device or the like to another computer system via a transmission medium or by a transmission wave in the transmission medium. Here, the “transmission medium” for transmitting the program refers to a medium having a function of transmitting information, such as a network (communication network) such as the Internet or a communication line (communication line) such as a telephone line.
The program may be for realizing a part of the functions described above. Furthermore, what can implement | achieve the function mentioned above in combination with the program already recorded on the computer system, and what is called a difference file (difference program) may be sufficient.

The embodiment of the present invention has been described in detail with reference to the drawings. However, the specific configuration is not limited to this embodiment, and includes design changes and the like within a scope not departing from the gist of the present invention.
For example, know-how technology or program copyright may be handled as intellectual property.

It is a block diagram which shows the hardware constitutions of the intellectual property evaluation management apparatus by one Embodiment of this invention. 3 is a diagram illustrating a configuration example of an intellectual property database unit 20. FIG. It is a figure which shows an example of the evaluation item for obtaining technical evaluation data, and the evaluation element of each item. It is a block diagram which shows the main function structures of the intellectual property evaluation management apparatus which concerns on one Embodiment of this invention. It is a flowchart which shows the flow of the acquisition amount calculation process which the acquisition amount calculating part 11 shown in FIG. 4 performs. It is a flowchart which shows the flow of the intellectual property evaluation process which the evaluation score calculating part 12 shown in FIG. 4 performs. It is a figure which shows an example of the method of the classification | category of the intellectual property based on the asset evaluation and technical evaluation which concern on one Embodiment of this invention.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 ... Processing part, 2 ... Memory | storage part, 3 ... Operation part, 4 ... Display part, 5 ... Input / output interface, 10 ... Intellectual property evaluation management part, 11 ... Acquisition amount calculating part, 12 ... Evaluation point calculating part, 13 ... Revenue amount calculation unit, 14 ... classification calculation unit, 20 ... intellectual property database unit.

Claims (18)

Technical evaluation data storage means for storing technical evaluation data of intellectual property to be managed;
The acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property, and the revenue amount of the intellectual property obtained by evaluating the profit obtained from the intellectual property Asset evaluation data storage means for storing asset evaluation data including:
Based on the technical evaluation data and the asset evaluation data, profit contributions that contribute to the profits of the intellectual property holders, utilization by others that should be used for persons other than the intellectual property owners An intellectual property evaluation and management means for classifying the intellectual property into either a class or a disposal recommendation class that should be disposed of;
An output means for outputting a classification result of the intellectual property;
An intellectual property evaluation and management apparatus characterized by comprising: Acquisition amount storage means for storing the acquisition amount of the intellectual property obtained by evaluating the cost required for acquisition and maintenance of the intellectual property to be managed;
Revenue amount storage means for storing a return amount of the intellectual property obtained by evaluating a return obtained from the intellectual property;
Comparing the acquisition amount and the revenue amount, and based on the comparison result, profit contributions that contribute to the profit of the intellectual property owner, and utilization to those other than the intellectual property owner A classification operation means for classifying the intellectual property into one of other people's utilization class or a disposal recommendation class that should be disposed of;
An output means for outputting a classification result of the intellectual property;
An intellectual property evaluation and management apparatus characterized by comprising: Technical evaluation data storage means for storing technical evaluation data including at least evaluation data of technical superiority of the intellectual property;
An evaluation means for evaluating the contribution of the intellectual property based on the technical evaluation data;
Revenue amount calculation means for calculating the profit amount of the intellectual property according to the evaluation result by the evaluation means;
The intellectual property evaluation management device according to claim 2, comprising: The said evaluation means weights the contribution degree of the said intellectual property according to the stage of the acquisition of the said intellectual property, The intellectual property evaluation management apparatus of Claim 3 characterized by the above-mentioned. 5. The evaluation unit according to claim 3, wherein the evaluation unit weights the contribution of the intellectual property according to whether the intellectual property is implemented or not for the purpose of defense. The intellectual property evaluation management apparatus described. The said evaluation means weights the contribution degree of the said intellectual property according to the length of the coverage period in which the said intellectual property is effective, The Claim 3 thru | or 5 characterized by the above-mentioned. Intellectual property evaluation management device. The said evaluation means calculates the contribution ratio of each said intellectual property in the intellectual property group which consists of the said some intellectual property applied to the same product, The any one of Claim 3 thru | or 6 characterized by the above-mentioned. The intellectual property evaluation management apparatus described in the section. The intellectual property evaluation management apparatus according to any one of claims 3 to 7, wherein the evaluation unit evaluates the contribution degree of the intellectual property by distinguishing between the past and the future. The acquisition price is obtained separately for the past and future,
9. The intellectual property evaluation management apparatus according to claim 8, wherein the classification calculation unit compares the acquired amount and the earned amount separately for the past portion and the future portion. The knowledge according to any one of claims 3 to 9, wherein the classification calculation means takes into account the technical evaluation data when classifying the classification into the other person utilization class or the disposal recommendation class. Property evaluation management device. Performing the classification on an intellectual property group composed of a plurality of the intellectual property applied to the same product, and if the classification result is the profit contribution class, the intellectual property included in the intellectual property group is 11. The intellectual property evaluation management apparatus according to claim 1, wherein the intellectual property evaluation management apparatus is forcibly included in the profit contribution class. 12. The system according to claim 1, wherein a warning is issued when the intellectual property whose intellectual property rights are restricted is classified into the use by others or the recommendation for disposal. The intellectual property evaluation management device described in 1. The technical evaluation data of the intellectual property to be managed, the acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property, and the profit obtained from the intellectual property Intellectual property evaluation management method in an intellectual property evaluation management apparatus comprising storage means for storing asset evaluation data including the profit amount of the intellectual property obtained by evaluation, processing means, and output means Because
A process in which the processing means reads the technical evaluation data and the asset evaluation data from the storage means;
Based on the read technical evaluation data and asset evaluation data, the processing means should be used for profit contributions that contribute to the profits of the intellectual property owners, and for persons other than the intellectual property owners. Categorizing the intellectual property into either a third party utilization class or a disposal recommendation class that should be disposed of;
A process in which the output means outputs the classification result of the intellectual property;
An intellectual property evaluation management method characterized by including: The intellectual property obtained by evaluating the acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property to be managed, and the profit obtained from the intellectual property An intellectual property evaluation management method in an intellectual property evaluation management apparatus comprising storage means for storing the profit amount, processing means, and output means,
A process in which the processing unit reads the acquisition amount and the revenue amount from the storage unit;
A process in which the processing means compares the read acquisition amount and the revenue amount;
Based on the comparison result, the processing means contributes to profits that contribute to the profits of the owner of the intellectual property, uses for others that should be used for persons other than the owner of the intellectual property, or Categorizing the intellectual property into one of the disposal recommendations that should be disposed of;
A process in which the output means outputs the classification result of the intellectual property;
An intellectual property evaluation management method characterized by including: The storage means further stores technical evaluation data including at least evaluation data of technical superiority of the intellectual property,
A process in which the processing means reads the technical evaluation data from the storage means;
A step of evaluating the contribution of the intellectual property based on the read technical evaluation data by the processing means;
A step in which the processing means calculates the profit amount of the intellectual property according to the evaluation result;
The intellectual property evaluation management method according to claim 14, further comprising: The technical evaluation data of the intellectual property to be managed, the acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property, and the profit obtained from the intellectual property Intellectual property evaluation management processing in an intellectual property evaluation management apparatus comprising storage means for storing asset evaluation data including the profit amount of the intellectual property obtained by evaluation, processing means, and output means A computer program for performing
A function of reading the technical evaluation data and the asset evaluation data from the storage means;
Based on the read technical evaluation data and asset evaluation data, profit contributions that contribute to the profits of the intellectual property owner, and others who should be used for persons other than the intellectual property owner The ability to categorize the intellectual property into either a utilization class or a disposal recommendation class that should be disposed of;
A function of outputting the classification result of the intellectual property by the output means;
An intellectual property evaluation management program characterized by causing a computer to realize the above. The intellectual property obtained by evaluating the acquisition amount of the intellectual property obtained by evaluating the cost required for the acquisition and maintenance of the intellectual property to be managed, and the profit obtained from the intellectual property A computer program for performing an intellectual property evaluation management process in an intellectual property evaluation management apparatus provided with a storage means, a processing means, and an output means,
A function of reading the acquisition amount and the revenue amount from the storage unit;
A function of comparing the read acquisition amount and the amount of revenue;
Based on the results of this comparison, profit contributions that contribute to the profits of the intellectual property owner, use by others that should be used by persons other than the intellectual property owner, or disposal should be made A function of classifying the intellectual property into one of the recommended disposal types,
A function of outputting the classification result of the intellectual property by the output means;
An intellectual property evaluation management program characterized by causing a computer to realize the above. The storage means further stores technical evaluation data including at least evaluation data of technical superiority of the intellectual property,
A function of reading the technical evaluation data from the storage means;
A function of evaluating the contribution of the intellectual property based on the read technology evaluation data;
A function of calculating the profit amount of the intellectual property according to the evaluation result;
18. The intellectual property evaluation management program according to claim 17, further comprising:

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