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II-SDV 2016 Irene Kitsara - Patent Landscape Reports and Other WIPO Activities in the Area of Patent Analytics

  1. Patent Landscape Reports and other WIPO Activities in the area of Patent Analytics Nice 19 April 2016 Irene Kitsara IP Information Officer, Access to Information and Knowledge Division
  2. 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 2
  3. 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 3
  5. 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 5
  6. 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 6
  7. 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 7
  8. WIPO PLR: How it works and who we work with 8 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 Medicines Patent Pool IRENA MyIPO & MPOB
  9. 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 9
  10. Variety in the analysis types and tools used 10
  11. Dedicated PLR websites 2015 statistics: 54.500 PDF downloads 11
  12. Report-specific websites 12
  13. Report-specific websites Patent dataset Infographic Links to full documents Documents tagged based on clusters and other grouping criteria 13
  14. Infographics Effective means of disseminating and providing an overview of key findings of patent analysis 14
  15. 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 15
  16. Unique compilation of PLR prepared by other organizations 16
  18. 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 18
  19. Guidelines for Preparing Patent Landscape Reports(2) Authored by Tony Trippe with contributions from WIPO Secretariat Published in September 2015 and available on 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 19
  20. 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 20
  22. The open source tools era 22
  23. 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 23
  24. 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 24
  25. 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 25
  26. 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 26
  27. 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 27
  28. The process and the challenges 1987 2015 28 Challenge: programming skills requiredChallenge: programming skills required The Manual includes step-by-step instructions on the use of selected open source/free tools
  29. 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 29
  30. Tools included in the Manual 30
  31. 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) 31
  32. Survey results: participants profile 131 answers from 21 countries, mainly patent search professionals 32
  33. Survey results: what do participants use analytics for? Mainly for clients – a lot carrying out landscaping or business intelligence 33
  34. 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 34
  35. Greatest challenges in patent analytics identified by the survey participants 35
  36. The Manual – in its two formats Github presence PDF version /hard copy patent-analytics Available by the end of May 2016 36
  37. 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 37
  39. 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 ( 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 ( 39
  40. Patent Register Portal 40
  41. 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 41
  42. 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 ( 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? 42
  43. Thank you for your attention! 43