ii-sdv 2016 irene kitsara - patent landscape reports and other wipo activities in the area of patent...
TRANSCRIPT
Patent Landscape Reports
and other WIPO Activities in
the area of Patent AnalyticsNice
19 April
2016
Irene Kitsara
IP Information Officer, Access to Information and Knowledge Division
Introduction
Indisputable importance of patent analysis as a powerful
tool allowing for:
Structured presentation of patent search results
Meaningful interpretation of the results
User-friendly illustration of the information with support
of statistics, visualizations and narrative
Facilitation of interdisciplinary dialogue among various
stakeholders
Informed decisions about R&D prioritization and
investment, technology and know-how transfer, local
manufacturing
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Who is using patent analytics?
Industry: Traditional users
Patent analysis a standard process included in
decision making mechanism (patent portfolio
management, R&D investment and prioritization,
technology transfer etc)
Public sector: Providers and emerging users
National Patent Offices/research institutes as providers
of analytics services
More and more public institutions using patent analytics
as a means to facilitate their policy discussions and
similar to the private sector decisions – new trend
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WIPO PATENT LANDSCAPE
REPORTS
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WIPO activities in patent analytics - Background
Among WIPO Strategic Goals: “Facilitating the Use of IP for Development”
Launched in 2010 as Development Agenda Project “Developing Tools for
Access to Patent Information”, adopted by the CDIP (CDIP 4/6)
Since January 2014: WIPO regular activity
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WIPO Patent Landscape Reports Project
Output: preparation of patent analysis reports in
areas of importance for developing and least
developed countries:
Food and agriculture
Public Health
Environment, Climate change and Energy
Disabilities
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WIPO Patent Landscape Reports - Approach
Demand-driven (UN-Agencies, Member States, NGOs)
Provide technical, business and legal information on the
subject matter to support specific needs/decision-making
Various scope of search/reports and methodological
approaches based on subject matter and challenges
Cater for researchers, policy/decision makers, patent
information users
Transparent and instructive: extensive description of the
patent search methodology
Search queries
Patent search results in Excel table
Showcase various databases, methodological approaches,
analysis types and analysis/visualization tools
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WIPO PLR: How it works and who we work with8
Cooperation partner
Identifying the topic
Terms of Reference
Procurement
Preparation of the
Report
Dissemination
Evaluation
WIPO
WHO
FAO
UNEP/
Basel Conventi
on
CERN
GIWEH
AATFDNDi
OMPIC & MASCIR
MedicinesPatent Pool
IRENA
MyIPO &
MPOB
Variety in approaches
Work with various
providers
Cambridge IP
eScope
FIST S.A.
Landon IP
One World Analytics
Questel
Swiss Federal Institute of
Intellectual Property
Thomson Reuters
Use of various databases
Commercial databases
Public databases
Use of various analysis
types and tools
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Variety in the analysis types and tools used10
Dedicated PLR websites
http://www.wipo.int/patentscope/en/programs/patent_landscapes
2015 statistics:
54.500 PDF
downloads
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Report-specific websites12
Report-specific websites
Patent dataset Infographic
Links to full
documents
Documents tagged based on
clusters and other grouping criteria
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InfographicsEffective means of disseminating and providing an overview of key
findings of patent analysis
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Ongoing work
Patent Landscape Reports about to be published:
Acccelerator technologies and their medical and
industrial applications
Palm Oil Production and Waste Exploitation
Microalgae-related technologies
Selected Neglected Diseases
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Unique compilation of PLR prepared by other
organizations
www.wipo.int/patentscope/en/programs/patent_landscapes/published_reports.html
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GUIDELINES FOR PREPARING
PATENT LANDSCAPE REPORTS
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Guidelines for Preparing Patent Landscape
Reports
Developed in the Framework of Phase II of the Development
Agenda project "Developing Tools for Access to Patent
Information“
Addressed to patent information users, providers and/or
recipients of PLRs
Intended to be used also in capacity building activities on
patent analysis
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Guidelines for Preparing Patent Landscape Reports(2)
Authored by Tony Trippe with contributions from WIPO
Secretariat
Published in September 2015 and available onhttp://www.wipo.int/patentscope/en/programs/patent_landscapes
Structure:
Background information on patent information
Objectives and motivations for preparing PLRs
Different types of patent analysis
Tasks associated with the preparation of PLRs
Stages in the preparation of PLRs
Examples and experience from WIPO´s work in PLR
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Guidelines for Preparing Patent Landscape
Reports(3)
Based on a preliminary version of the Guide, 2 regional
workshops on patent analytics were organized in 2013:
in Rio de Janeiro, Brazil, and
In Manila, Philippines
Survey results from these workshops showed a need
for:
Further, more hands-on workshops
Exploring alternatives to commercial tools for patent
analytics to facilitate their use by patent information
users in developing countries
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MANUAL ON FREE AND OPEN
SOURCE TOOLS FOR PATENT
ANALYTICS
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The open source tools era
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Pros and cons of open source tools
Advantages
Free of charge
Customizable to specific
needs
Give flexibility to
experiment and choose
the tool or combination of
tools that is more adapted
to the user´s needs
Support and
troubleshooting by
programmers and other
users in various fora
Disadvantages
Not as intuitive or user-
friendly as commercial tools
Require some programming
skills, time and practice
Several bugs/problems
No commercial support
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Typical use of open source tools
Researchers
Data scientists
IT people
Business analysts
In private sector: mainly to analyze non-structured data
Patent data: not a typical field where open source tools
are being used
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New trend towards exploring open
source tools for patent analytics
II-SDV, IPI Confex and other patent information/analytics
conferences: next to the big data, open source tools
topics started to appear and became an emerging trend
Testimonies from big corporations show that open
source tools are being explored and used for patent
analytics
Various IP Offices are exploring the use of open source
tools
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First thoughts on using open source tools for
patent analytics
2014: WIPO animal genetic
resources PLR used for the first
time Gephi, an open-source tool.
WIPO´s PLRs 2010-2014:
exploring various commercial
analysis and visualization tools
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The Manual on Open Source Tools for Patent
Analytics
Project launched in May 2015, funded by FIT-JP
Key author of the Manual: Paul Oldham
Aimed at exploring:
various free and open source tools which could be used
for various patent analysis tasks by users in developing
countries
How to obtain data to use for patent analytics
How to clean/tidy, analyze, visualize and share patent
data with the help of selected open source tools
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The process and the challenges
19872015
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Challenge: programming skills
requiredChallenge: programming skills
required
The Manual includes step-by-step
instructions on the use of selected open
source/free tools
The project approach
A. The Project Development Site and its Repository – meet
Github
Project development site with a
possibility for comments and
contributions by other parties
http://poldham.github.io/manual
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Tools included in the Manual
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B. Survey on the use of open source
and free tools for patent analytics
Survey addressed to the community of patent information
users on the tools they are using for patent analysis
13 questions in SurveyMonkey
Shared through PIUG Wiki, the German and the Italian
Patent Information User Groups, WIPO Twitter and PLR
website, Linkedin Patent Landscape Group.
Received 131 answers (81 answered all questions)
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Survey results: participants profile
131 answers from 21 countries, mainly patent search professionals
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Survey results: what do participants
use analytics for?
Mainly for clients – a lot carrying out landscaping or
business intelligence
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Survey results: Databases used for
obtaining data for analytics
Mixture of free and commercial databases
Free databases: espacenet, followed by PATENTSCOPE
Commercial: Patbase, Thomson Innovation, Questel Orbit
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Greatest challenges in patent analytics
identified by the survey participants
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The Manual – in its two formats
Github presence PDF version /hard copy
https://github.com/wipo-analytics/opensource-
patent-analytics
Available by the
end of May 2016
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Events on patent analysis
2 regional workshops were organized on open source
tools for patent analytics in 2015:
Rio de Janeiro, Brazil, August 27 and 28
Manila, Philippines, November 25-28
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LEGAL STATUS INFORMATION
AND PATENT REGISTER PORTAL
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Legal status information, patent analytics and
WIPO activities in the area
Legal status data essential for certain types of analysis (FTOs,
portfolio analysis, CI/BI)
Challenge of accessing relevant and up-to date legal status
information
Need to access the primary source of legal status information -
Patent Registers/Gazettes for most up-to-date information
In the context of the Development Agenda Project « IP and the
Public Domain », WIPO prepared a feasibility study on availability,
reliability and comparability of patent legal status data
(http://www.wipo.int/patentscope/en/programs/legal_status)
Global portal to patent registers – pilot project
Towards the development of a new standard: the work of
the Legal Status Task Force of the CWS
(http://www.wipo.int/edocs/mdocs/cws/en/cws_4_bis/cws_4_bis_5.pdf)
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Patent Register Portal
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Patent Register Portal
Information on availability of
online patent registers/Gazettes,
search modalities, links & tips
on searching for legal status in
various patent registers
Color code:
Green: available
Red: not available
Started as a pilot project
Optimization and update stage
(DA new project on use of
information in the public domain)
Survey on legal status
information soon to be launched
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Way forward
Developing patent analytics training modules and include
patent analysis in capacity building activities in the
framework of the Technology and Innovation Support
Centers (TISC) program (www.wipo.int/tisc)
Further work on specific topics and/or methodological
approaches of patent landscaping
Further work on open source tools for patent analysis
(further tools, towards an R package for patent data?)
Any further thoughts?
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