ANALYTICSEXCELLENCEWEBINARSERIES

ExaminerandArtUnitProsecutionAnalytics

UsefulorMisleading?

MarkStignani&ThomasMarlow

Whatarewecovering

• AvailableToolsandData•Whatisactuallyuseful• Howtouseit•Whataretheredherrings

AvailableToolsandData

• CommercialVendorso LexisNexisPatentAdvisor®(PatentCore)o Juristat (IPFolio)o PatentBuddy®o JudicialStatistics

• FreeSiteso PatentExaminerNinjao ExaminerWatchdog

ExaminerData

• Overview(OA/RCE,Rejections,Interviews,Pendency)• CompareExaminervArtUnit• ComparativesoverTime• SpecificRejectionTypes(101,102,103,etc)• Favorite/RecycledReferences

PortfolioExaminer/ArtUnitData

• BetterApplicationofStatisticalMethod• PatentPortfolioDrivenAnalyticData

o Overview(OA/RCE,Rejections,Interviews,Pendency)o ComparativesvArtUnito ComparativesoverTimeo SpecificRejectionTypes(101,102,103,etc)o LawFirms(Agents)

Ø Agent/Firmv.Examiner/ArtUnitPerformance

BasicPAIRData

•MatterCentric– 1Record1Filing• IndividualRecordPAIRviews• USPTOFormatNotGreatforAnalytics• Summaryviews

o TabularViewofClaims/Amendmentso TabularViewofReferenceso TabularViewofArguments

App12/345678

PortfolioPAIRData

• Overview(OA/RCE,Rejections,Interviews,Pendency)• ComparativesvArtUnit• ComparativesoverTime• SpecificRejectionTypes(101,102,103,etc)• LawFirms(Agents)

ToolLimitations

• AlmostEveryAnalyticToolisSearchCentrico AlmostallAnalyticslaunchedfromasearchqueryo ThisismoretrueforPAIRanalytics

Ø Exceptions• PatentAdvisor®• PatentBuddy®

• Alltoolscurrentlydostatisticalreviewo DonotdoQualitativeReviewo DonotcompareActiveMatter

DataLimitations

• Statistics– NoQualitativeReviewo Nocorrelationtoyourmatterbyhumano Nocorrelationastosemanticsimilarityofyourmatter

• NocorrelationtoAuthoringAttorney/Yourfilinglexicon• Claimphrasesaren’tx-referenceagainstExamineraction• Posthocergopropterhoc

o Nodirectcausalrelationship

• PortfoliolevelComparisonandTracking

RedHerringDiscussion

Reddesto Attorney,Matterv.Examinero Corporationv.Examiner

LessRedo LawFirmv.ArtUnito Classificationv.ArtUnito ReferencescitedbyArtUnit

WellDoneHerringso PortfolioLevelStatistics(Above100matters)

39%28%56%23%

18%75%17%42%10%

PortfolioAverage43%

2017IssuancePrediction

2017IssuancePrediction

56%

GoodThingsStatisticsCanTellsUs

• HowdifficultanArtUnit/Examinertendstobeo Trend/Propensity

• Howlongthematterstakeonaverageo Generalplanning

•Whatarethefavoriterejectiontypeso Planningandresponsestrategy

•Whatarethefavoritereferenceso Draftingandresponsestrategy

• AllowancetimingwithExaminerPerformanceGoalso ExaminerMoodCycles(EMC)

• IdentificationofOutlierso Planning,budgeting,response/appealstrategy

OtherData

• IPR• PTAB• Litigation

KeyTake-Aways

• Examiner/ArtUnitdatamaybeusefulforplanningandexpectation-setting

•Matter-specificdatamustbequalitativeoratleastcontentspecific

• Portfoliodatacaneffectivelyleveragestatistics

AnalyticsExcellenceWebinarSeries

Discussion&Questions

AnalyticsExcellenceWebinarSeries

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