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"Patent" is an intangible asset, is a kind of property rights protection that thousands of people want to apply for, then in the process of applying for a patent, "technical disclosure" has become the most important thing, some people may askWhat is a "technical disclosure"?Indeed, the technical disclosure book this professional term may be strange to many people, but it is a very important material, will directly affect the success of the patent or not, so today's deep credible to explain to you What is a technical disclosure? And how to write a technical disclosure?

What is a technical brochure?

Technical disclosure is an important result of patent mining, which is a document that the inventor clearly and completely presents the invention to the patent agency or the patent department of the enterprise. The technical disclosure record contains the specific contents of the invention and creation, which is the basis for the enterprise patent department to judge whether the invention and creation are suitable for patent application, and also the basis for writing patent application documents.

What is a technical disclosure?

It is very important for inventors to review their technological innovations according to the requirements of patent work. The business expertise of the inventor lies in the research and development of related technologies, even if he is very familiar with patent application, it is difficult to accurately grasp the degree of professional work such as patent application and patent layout. Therefore, it is necessary to guide inventors to systematically and structurally sort out and summarize their inventions and innovations according to the specification requirements of writing technical disclosure books.

There are two main types of readers of the technical disclosure: one is the patent attorney of the patent agency, and the other is the patent engineer who conducts the review of the proposal materials within the company. The technical declaration can be seen as a bridge between the inventor and the patent agent or patent engineer.

For patent agents, a technical disclosure that clearly and completely reflects the content of the invention can speed up the understanding and grasp of the content of technological innovation and the contribution of the invention, reduce the number of communications with the inventor, and form a patent application document with complete technical content and appropriate scope of claims protection in a relatively short time according to the patent proposal materials. Thus, it is possible to maximize the protection of the results of technological innovation.

For patent engineers of enterprises, the technical disclosure clearly and completely reflects the content of the invention, which can help patent engineers understand the content of the invention and its contribution, and then quickly make a judgment on whether to apply for a patent, if the patent portfolio is effectively protected, the time of application, and the region of application from the aspects of patent layout, application strategy, etc. At the same time, it also provides a correct audit basis for patent engineers to make the quality of patent application documents.

It can be seen that a technical disclosure that can accurately and completely record the content of the invention and creation can help inventors form a clearer and more systematic understanding of their invention content on the one hand, and help patent engineers or patent agents accurately understand the invention concept, reasonably plan and design the invention protection scheme, and greatly shorten the preparation time of patent application. Therefore, to do a good job of technical disclosure writing, help to lay a good foundation for the subsequent patent work of enterprises.

Type of technical disclosure book

According to different dimensions of consideration and criteria, technical brochures can be divided into different types, and each technical brochure has its own focus. For example, the technical disclosure category can be classified according to the status of the technical disclosure in the project or the specific technical content. The following are two types of classification standards.

After the patent department of the enterprise receives the technical disclosure letter provided by the R&D department, it can screen patent proposals according to the following two dimensions, so as to adopt different patent application strategies for different types of patent proposals.

1. Classification by use of the relevant technical proposals according to the status and role of the documented technical proposals in the project,Technical disclosure documents can be divided into four types: core technology type, peripheral application type, design avoidance type and pre-research type. Each type of technical disclosure book has different importance and focus on the direction of the enterprise, and each has its own focus.

(1) Core technology type

The technology contained in the core technology disclosure is the most valuable technology produced in the entire research and development project, which is often an important crystallization of the enterprise to invest a lot of manpower and financial resources to carry out key research and development, and the return of such technology to the enterprise is also considerable. In the actual processing process, from the patent proposal of the enterprise technology research and development department to the relevant processing of the patent department, strict confidentiality measures should be taken. At the stage of writing the technical disclosure document, the patent department of the enterprise should, as far as possible, equip senior patent engineers with rich experience and strong professional ability for such technology research and development projects, dig deeply with the main technology research and development backbone of the research and development department on the relevant technology invention points from multiple angles, and discuss the technical characteristics of the technical solution to be applied for patents one by one. The various cases of technical characteristics need to be carefully discussed, and strive to summarize the technical means to the maximum extent, and include a variety of implementation methods as much as possible, and strive to form a combination of claims with a large and stable scope of protection.

(2) Peripheral application type

The peripheral application technical disclosure book is mainly used in the invention and innovation of the peripheral technology of the product. It is the peripheral expansion and application around the peripheral technical innovation points of the technical plan recorded in the core technology technical disclosure book. In the external application technology disclosure book, first recorded the application of core technology in the current project of the technical scheme, and the core technology scheme is widely combined with other projects to produce a wide range of application schemes. This technical disclosure can help enterprises form a patent layout dominated by core technologies and expanded by practical applications, which can set multiple barriers for competitors to enter related technology fields and build their own patent barriers. When researching and writing the peripheral application technical disclosure, the patent engineer can conduct a comprehensive and in-depth discussion with the direct R & D personnel of the relevant product on the actual product technical innovation points and their possible applications, and give a detailed description of the technical disclosure book, and strive to fully describe the technical solution and its possible applications.

(3) Avoid design type

The object of design avoidance technology disclosure is mainly the technical solutions produced by technology R&D personnel in the process of project research and development to avoid competitors' patents. Generally, the target patents to be avoided are those found by the patent department of the enterprise after in-depth search and screening based on the technology research and development project of the R&D department, which has a significant impact on similar projects in the industry; The technical ideas generated by the research and development department to avoid the design are very likely to be used by the same industry enterprises to develop similar technology, this type of technical disclosure, in addition to considering the patented technology to avoid, should also expand its various deformation implementation methods as much as possible. In the actual writing of the evasive design technology disclosure, it is necessary to take the avoided patents as a reference, and focus on the different technical characteristics, and the rest can refer to the evasive patents.

(4) Pre-research type

The content of the pre-research technology disclosure is the technological innovation results produced by the basic technology development before the research and development of the applied project. It has good technical foresight, but its implementability is poor. When writing the pre-research technical disclosure book, you need to play a certain imagination, mainly focusing on the basic principles of the technical content, without thinking too much about the technical details of the specific implementation. As long as it can be implemented in technical principle, it can form a technical scheme that meets the requirements of the patent law.

2. According to the classification of technical content According to the different technical content and theme recorded, the technical disclosure can be divided into electronic, mechanical structure, manufacturing technology, software methods, biochemistry and other types. According to the technical content of the division of technical disclosure, each type of technical disclosure should have the corresponding research and development institutions, in the process of patent department processing patent proposals, can be responsible for docking with the corresponding technology research and development department.

(1) Electronics

The electronic technical disclosure book mainly involves the circuit principle block diagram and specific circuit diagram of electronic sub-products (such as consumer electronics manufacturers or chip designers, etc.). This type of technical disclosure is usually applied to actual electronic products, and is generally proposed by the department of the enterprise specializing in circuit design. When writing the electronic technical disclosure book, it is necessary to provide circuit block diagram or specific circuit diagram, and describe the electrical connection between each component or part according to the diagram, and finally review its operating principle.

(2) Mechanical structure

The mechanical structure technical disclosure book mainly involves the overall structure or local structure of the specific product or the connection between local structures and other technical solutions. The mechanical structure technical disclosure document is usually proposed by the department specializing in structural design in the enterprise. Similar to the electronic technical disclosure book, when writing the mechanical structure disclosure book, it is also necessary to provide attached drawings, according to the attached drawings, the overall mechanical structure and the mutual configuration relationship of the necessary parts; If necessary, it is also necessary to describe the movement of the machine structure so that the reader can accurately grasp the technical solution.

(3) Manufacturing process

The manufacturing process technology change base book mainly relates to the process or method of product manufacturing. Since the technological innovation solutions in the product process are mainly generated in the actual manufacturing plant, the relevant processes are relatively confidential, therefore, in the review of such technical disclosure documents, special attention should be paid to weighing the advantages and disadvantages of using patent protection or using such processes as technical secrets, and comprehensive consideration should be given to choosing a more appropriate protection method. When writing the technical disclosure of manufacturing process, it is best to use the process flow chart, according to the flow chart to describe the improvement part of the process in detail, and provide the specific parameters involved in the improvement part, such as temperature, air pressure, humidity, cleanliness, etc.

(4) Software method class

The software method technical disclosure book mainly relates to the technical scheme applied to computer control, network and so on. When writing the technical disclosure book of software methods, firstly, flow charts should be provided as far as possible to help readers understand the specific technical content; The second is to combine the software flow with the physical process of the specific implementation of the software, reflecting the software flow chart of the realization of the function, but without providing specific code; Third, it is necessary to pay special attention to the requirements of patent laws and regulations on the object of patent authorization, and the technical content provided by the technical disclosure can be used as the object of the patent right.

(5) Biochemistry

Biochemical technical disclosure documents mainly involve technical solutions including chemical substance invention, composition invention, pharmaceutical invention, beverage invention, pesticide invention, microorganism and biological product invention. In the biochemical technical disclosure book, it is necessary to provide the necessary parameters, numerical ranges and other information in the technical scheme; At the same time, in order to improve the needs of embodiments, it is better to provide the corresponding test data and results. It should be noted that, among them, the biological technology disclosure will involve DNA, vectors or recombinant vectors, peptides and microorganisms, etc., and it is necessary to provide DNA sequences or biological preservation certificates in accordance with the relevant provisions of the patent law; The chemical technical disclosure book lists as many embodiments as possible and comprehensively describes the main points of the invention.

In the management of technical disclosure documents, enterprises can establish a matrix according to the classification of the above two dimensions, and patent engineers with relevant background or experience can follow up the technical disclosure documents in specific technical fields. By experienced patent executives in each specific technical areas of the core technical disclosure of the key review.

The management of the technical disclosure letter according to the above two dimensions can clearly reflect the current patent application status of the enterprise and the development advantages of the enterprise, according to which the patent application and patent layout of the enterprise can be re-planned.

Finally, it adds a common technical confession: Appearance design confession. The content contained in the disclosure of the design is the product design plan proposed by the industrial design department of the enterprise according to the fashion trend and product development trend. In the era of product homogenization, good appearance design can enhance the competitiveness of products.

For the management and review of the design disclosure, the patent department of the enterprise may appoint the aforementioned patent engineer who specializes in following up the mechanical structure disclosure concurrently. When writing the design disclosure document specifically, it mainly provides pictures that clearly show the design products and a brief description of the design scheme. For drawings, in order to clearly reflect the main points of the design for the purpose, except for special circumstances, generally need to provide three-dimensional view and six-sided view; For a brief description, you need to explain the name of the product, product use and design points, at the same time, generally do not use commercial promotional terms, do not explain the performance and internal structure of the product.

Basic writing requirements for technical disclosure

The technical disclosure is mainly used for the communication between the inventor and the patent engineer or patent agent, so that the patent engineer or patent agent can truly understand the content of the invention and write qualified patent application documents. Although the technical disclosure is not the final application document and does not need to meet the standards of a patent application, the technical disclosure and the patent application document have many characteristics in common. The requirements for the writing of the technical disclosure document are actually consistent with the requirements for the invention and utility model specification in the patent Law, that is, "the specification should make a clear and complete description of the invention or utility model, subject to the technical personnel in the technical field can achieve it." At the same time, there are essential differences between the technical disclosure and the patent application documents, and the technical disclosure is mainly used to provide basic materials and basis for patent engineers to refine and form patent application documents.

1. Minimum requirements for technical disclosure The minimum requirements for technical disclosure include three aspects: first, a clear description of the prior art and its shortcomings; The second is to clearly describe the technical scheme used in the invention; The third is to clearly describe the beneficial effects of the invention technical solution.

(1) Clearly describe the prior art and its disadvantages

The main purpose of clearly describing the prior art and its shortcomings is to help the patent engineer understand the status quo of the prior art related to the invention and possible technical solutions to related technical problems, and at the same time, through the description and analysis of the shortcomings of the prior art, to help the patent engineer accurately grasp the technical contribution and value of the invention. On this basis, the patent engineer can determine the technical features of the invention that are different from the prior art by referring to the prior art provided in the technical disclosure.

(2) Clearly describe the technical solution used in the invention

The clear description of the invention technical scheme mainly requires that the theme is clear, the expression is accurate, the technical scheme is complete and the technical scheme can be realized. The so-called clear theme means that the technical theme of the invention of technical solutions is clear, the technical problems solved are clear, and can produce positive and beneficial technical effects. The so-called accurate expression means that the expression of the technical content of the invention technical scheme is clear, accurate and unambiguous. For example, for non-Chinese technical words, the inventor should provide the full English text and Chinese translation when writing the technical disclosure; In terms of language organization, unambiguous description is the criterion. The so-called completeness of the technical scheme means that the technical scheme recorded in the technical disclosure book should include all the contents of the relevant invention and creation. Where the technical personnel in the technical field cannot directly obtain the technical personnel directly and exclusively according to the existing technology, the technical solution described in the technical disclosure book can realize the technical solution, solve its technical problems, and produce the expected effect.

(3) Clearly describe the beneficial effects of the technical solution of the invention

The clear description of the beneficial effect of the technical scheme of the invention is mainly aimed at the technical problem to be solved, the technical progress and technical effect of the technical scheme of the invention relative to the prior art. For example, the improvement and promotion of technical performance, and the improvement of production and manufacturing efficiency. Clearly describing the beneficial effects of the invention technical scheme will help the patent managers of enterprises to accurately judge the value of the invention innovation, and also help the examiners to judge the invention creativity in the future patent examination process.

2. Under the premise of meeting the above minimum writing requirements, technical disclosure books generally need to further meet the following three aspects of writing requirements.

(1) Fully provide relevant embodiments

When writing the technical disclosure, it is necessary to further provide a number of different, flexible, alternative embodiments capable of realizing and inventing the purpose. The provision of these embodiments, on the one hand, helps patent engineers to summarize and refine the relevant technical features to form the upper technical features as much as possible, so as to obtain a wider range of patent protection; The second is to help to comprehensively protect the peripheral technology improvement points and peripheral technology applications of the invention technology solutions, and form a patent protection system with mutual cooperation between the core and the periphery, strict hierarchy and strict protection.

(2) Provide reasons for the beneficial effect

In the technical disclosure book, the reasons for the beneficial effect of the adopted technical solution should be analyzed. This analysis helps patent engineers to find out exactly where the substance of the invention lies, and then design specific solutions for patent protection around the core invention points.

(3) Provide attached drawings and describe them in detail

The drawings are an important part of the patent application document and also help the patent engineer to quickly and accurately understand the clear technical proposal. Therefore, it is necessary to provide relevant drawings and describe them in detail in combination with technical solutions when writing technical disclosure documents.

Technical disclosure book content and writing points

A good technical statement should clearly and completely record the contents of the invention and, if necessary, provide corresponding illustrations. Especially for inventions involving mechanical and simple circuit structures, illustrations often reflect the main points of the invention more clearly than simple text descriptions.A complete technical cover letter usually consists of eight parts.

Technical disclosure specification format

In the enterprise, patent mining has produced a number of technical fields, the importance of different degrees of technical disclosure. In order to facilitate the management of technical disclosure documents by patent departments of enterprises, it is necessary to formulate a series of specification formats of disclosure documents. The specification of the technical disclosure book is mainly considered from two aspects: the documents included in the technical disclosure book and the specific requirements for the documents. In terms of documents, the technical disclosure document needs to include the application form and the technical disclosure form; In terms of content, it is necessary to standardize the substantive technical content contained in the technical disclosure table by referring to the requirements of patent laws and regulations on technical solutions.The following are the contents and functions of the application form and the technical disclosure form respectively.

1. Application form In the patent application form, it is necessary to record information other than the technical proposal: the patent application information and the importance of the technical proposal and the field of information. Specifically, the recorded information includes: the date of the proposal, the inventor, the inventor's department, the name of the invention, the technical field to which the invention belongs, the name of the project in which the invention is applied, the importance of the invention, and the relevant responsible person of the research and development department. The information of the inventor and the department of the inventor is mainly to facilitate the identification of the inventor and the applicant in the patent application; The name and importance of the project facilitate the identification of the type of technical solution to which the invention belongs; The technical field is to assist the patent department to determine the specific engineer to handle the disclosure. Through the application form, the non-technical information of patent application is collected in order to reduce the communication times between the patent department and the inventor and improve the efficiency of patent application submission.

2. Technical disclosure form A technical disclosure form is a document that records the specific contents of the invention and creation, including four parts: the name of the invention and creation, technical problems, technical content and beneficial effects. Through these four parts to standardize the invention and creation of the R&D department of the enterprise, basically can enable patent engineers and patent agents to accurately understand the invention and creation of the content. The columns of the design template are basically the same as those of the technical scheme template. The main difference is that the content of the proposal is different. The content of the proposal of the design scheme focuses on various views, and the content of the text description is less. The inventor prepares the proposal materials according to the above template and usually provides a more complete illustration. Even if there are omitted illustrations or if you need to explain some of the points involved, the corresponding columns are provided in this template.

Through the above standardized technical disclosure, the patent department can effectively manage the technical disclosure of the research and development department.

Specifically, the meaning of the standardized technical disclosure is as follows

Common problems in technical disclosure writing

In the patent disclosure provided by the R & D department of the enterprise, if it does not meet the requirements of the above-mentioned parts of the technical scheme, it can generally be amended by the patent engineer. For example, if the name of the invention is inappropriate or inappropriate, the patent engineer can modify the name of the invention according to the explanation of the technical content; The technical problem is not appropriate, as long as the technical content and beneficial effects are partially perfect, the patent attorney or patent engineer can also resolve the technical problem accordingly.

但在具体的技术内容和有益部分出现问题，则严重影响专利申请的效率，甚至无法进行专利申请。对于典型的问题，提出以下解决方案：