patent information what are the users’ expectations? information what are the users’...

Patent Information

What are the Users’ Expectations?

Dr. Peter Kallas

Chairman Working Group IMPACT

Patent Documentation Group

SIPO Patent Data Forum

Beijing - September 21, 2016

Introduction: What is the Challenge?

Introduction of PDG and the Working Group

IMPACT

Results of a Survey among PDG Member

Companies

The Information Workflow of Industrial Information

Professionals

5 Requirements to the Offices

Conclusion

Patent Information – What are the Users’ Expectations?

Agenda

Today, we need global patent data including utility models

Offices and users suffer from huge amount of documents

Languages barriers become a determining factor in accessing

patent information

Users are confronted with various data formats, numbering

systems, codes….

Commercial providers rely on the willingness and ability of patent

offices to deliver patent information - at reasonable costs !


What is the problem ?

We need an intensified cooperation between offices and users because we have similar needs !

Non-profit European advocacy group for patent

information with 38 corporate members

4 PDG members among the top 10 EPO

applicants in 2015

Presidency currently held by BASF

Regular high-level meetings with EPO, WIPO, IP5

and national patent offices

ABB Lanxess

Agfa Graphics L'Oreal

Akzo Nobel Lundbeck

ASML Merck KGaA

AstraZeneca MSD

BASF Nestec

Bayer Novartis

Beiersdorf Pfizer

BMS Philips

Boehringer Ingelheim Procter & Gamble

BP International Robert Bosch

Clariant International Sanofi

DMS Shell International

Eli Lilly SIEMENS

Evonik Solvay

Hoffmann-La Roche Syngenta

GlaxoSmithKline Total Research

Henkel Thyssen.Krupp

IFPEN Unilever


What is PDG?


PDG Mission

Exchanging of knowledge and experience among PDG member companies

Debating, discussing and encouraging improvements and new developments in patent information services with third parties active in the field of patent information

Sharing searching practices among PDG-members to enhance professional skills

Exploring future services (semantic searching, etc.)

Striving to ensure that comprehensive patent information is made available and can be used by PDG member

companies in an effective and efficient manner.


The PDG Working Group IMPACT

Mission

Comprehensive patent information is available and

usable to support PDG members reaching their

business goals

Goal

Clarify and fulfill the requirements of all relevant parties

regarding raw data quality, availability, reliability,

consistency and its effective use in business processes

Round Table Structure

IMPACT is working as a Round Table with PDG

members, the EPO, WIPO, national patent offices,

commercial providers, national user groups and the

European Patent Institute (epi, patent attorneys)

71st IMPACT Meeting

April 14-15, 2016 in The Hague, NL

Host: Shell (46 participants)


PDG IMPACT functions as a Round Table


Results of a PDG survey – Status 2009

Do you see the need for improvement with respect to

Asian patent information ?

Availability of detailed legal status in English

Searchable English full text (CN, KR)

Images of documents

Added value abstracts (from commercial providers)

High quality machine translation

Standardized applicants' names

96 %

96 %

100 %

68 %

92 %

86 %

96 %

Status 2009

%: amount of companies which see need for improvement


Results of a PDG survey – How we see it today

Status 2016 Do you see the need for improvement with respect to

Asian patent information ?

Availability of detailed legal status in English

Searchable English full text (CN, KR)

Images of documents

Added value abstracts (from commercial providers)

High quality machine translation

Standardized applicants' names

96 %

96 %

100 %

68 %

92 %

86 %

96 %

%: amount of companies which see need for improvement


The industrial user’s workflow

Output

Legal

Status

Data

Trans-

lation

Assignee

Name

Standardization

Classi-

fication

Utility

Models

Request for Information

Search in Fulltext DB

Abstract DB

Analysis&

VisualizationEvaluation

Patentability searches

State-of-the-art searches

Opposition / invalidation searches

Freedom-to-operate searches (FTO)

Monitoring and current awareness searches

Patent landscapes and patent portfolio analyses

... and more.

Our needs go beyond those of the patent

offices.


What professional searchers in industry are doing



Output

Legal

Status

Data

Trans-

lation

Assignee

Name

Standardization

Classi-

fication

Utility

Models



Abstract DB

Analysis&



Classification

Worldwide standard hosted by WIPO: International Patent

Classification IPC

De facto standard hosted by EPO and USPTO: Cooperative

Patent Classification CPC

One classification with one philosophy: that is great! But: a lot of

people like to have additional classifications

Important: is the classification reliably assigned by offices?

What about utility models? When will they be included in the

CPC?

As a leading voice in the patent information community,

the PDG offers feedback on classification issues.

Cooperative

Patent

Classification

European Patent Office

United States Patent and

Trademark Office



Output

Legal

Status

Data

Trans-

lation

Assignee

Name

Standardization

Utility

Models

Classi-

fication



Abstract DB

Analysis&


Analysis showed that up to 20% of relevant hits in FTO searches

are UM

In 2016, SIPO stopped delivery of human translations of UM to

the EPO

UM are a major challenge for providers: patents come first!

Dual filing of patents and UM poses major problems for patent

searches

PDG proposal: inclusion of UM into PCT minimum documentation

and to use CPC for classifying


Utility Models as part of the state-of-the-art

PDG would greatly appreciate a discussion with SIPO e.g. during one of its PDG IMPACT meetings.



Output

Assignee

Name

Standardization

Classi-

fication

Utility

Models



Abstract DB

Analysis&


Legal

Status

Data

Trans-

lation


Applicant name standardization - Processes in the IP department

Patent filing

and drafting

Freedom-to-

operate

analyses

Legal status

evaluation

Technology

analysis

Competitor

watching

Portfolio

benchmarkingM&A activities

Licensing

in/out

Patent

Landscapes

White Space

analysis

Applicant names are a key element in searching

and analyzing patent information

Transliterations and the use of multiple names for

an applicant lead to large numbers of name

differentiations

There are a lot of efforts to standardize applicant

names

Nevertheless, a break-through is still missing

PDG is prepared to support joint activities e.g.

within the IP5



Output

Assignee

Name

Standardization

Classi-

fication

Utility

Models



Abstract DB

Analysis&


Legal

Status

Data

Trans-

lation


Language barriers – Translation is the key!

High quality Machine Translation (MT)

is the key: >50% patent applications in non-Latin

texts!

EPO-Google project in 2011: patents of all major

offices are machine translated.

Many offices make MT available for free,

others want to earn money.

Users and providers as well as examiners are relying

on appropriate translations: for reading and

searching!

MT has progressed a good way since 2007 - in those days, the current progress was far away!

PDG is monitoring quality and offers feedback to all parties involved.Page 17



Output

Assignee

Name

Standardization



Abstract DB

Analysis&


Legal

Status

Data

Trans-

lation

Classi-

fication

Utility

Models


Global Legal Status Data - Industrial Users’ Needs

These data need to be in time, reliable, comprehensive and

understandable

PDG is an active partner within the WIPO legal status task

force, IP5 Industry and EPO advisory groups (INPADOC etc.)

Discussions with SIPO on legal status data are greatly

appreciated (e.g. at PIAC or East meets West/EPO)

The patenting system encourages further innovation and investment in technology for the benefit of society

and its people

It is essential that all organizations participating in business activities are

made aware of monopoly rights arising from IP rights held by others

In real life, industry needs a range of legal status data from

nearly all patent offices

The user community greatly appreciates the opportunity to discuss

issues of common interest with SIPO

Quote from Bettina de Jong, Shell, VP PDG:

“In general I am amazed how quickly developments have been

and how well we can already search Chinese publications.”

We are convinced that meetings like this workshop will improve

the cooperation between the user community and the Asian

Patent Offices

Therefore, let us go on and improve quality, reliability, timeliness

and consistency of patent information for mutual benefit !


Summary

谢谢大家！

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