Policy into Practice: IPR and Patent Intelligence

Policy into Practice:
EURAXESS Researcher Career Skills for Career Development
PIPERS
This project has received funding from the European Union’s Seventh Framework
Programme for research, technological development and demonstration under grant
agreement No 643330
Entrepeneurship
15-16 FEBRUARY2016
MADRID, SPAIN
IPR
What is and what to do with it

Outline
 Introduction
 IPRs
 The importance of Patent information
 Case study
 Conclusions

© Todos los derechos reservados
What is a patent
- Prize for innovation
-Exclusive right for exploitation (manufacture, use, commerce, import)
– Territory
– Limit period of time(20 years)
– Public dissemination

– Product
• machine,
• apparatus,
• echanism,
• elemmeno,
• material,…
– Procedure
• manufacture,
• build,
• communication,
• control,…….
What could I protect as a patent?

Requirements for patentability
•NOVELTY: something is new when it is not included in the
state-of-the-art
•INVENTIVE: it is not obvious for an expert in the subject.
•INDUSTRIAL IMPLEMENTATION

How to patent?
•Patentability study
•Description of the patent

www.ponspatentesymarcas.es
Where to patent?
To decide taking into account:
. Nature of the invention
. Economic relevance
. Inventive quality (Utility model where possible)
Geographic interest
. Market penetration
. Possibility of licensing
Costs

Application
National
PCT
European Patent
 Priority year

PCT
12 months
National phases
30-31 nonths
USA
JP
EP
CN
Priority
Example

Intellectual Property
a) Inventions
Patents – Utility models
b) Distinctive signs
Trademarks – commercial names
c) Designs
Industrial models and designs
d) Copyright
e) Software
f) Domain names
g) Personal data

Signs
Trademarks and commercial names
Products, services and the activity of a
company, making a difference with the
competence
Legal protection instrument.
Marketing purposes: best tool for publicity

Industrial designs
Models and drawings
•Appearance
•2D or 3D
•They have to be new

Intellectual property
Authors, artists, etc.
Ethical rights:
Commercial rights

New technologies
Domain names
Internet identifier.
Communication and dissemination channel

New technologies
Personal data protection
It is mandatory for companies and Administration working with personal
data to protect them

VISIO2007, 18 October 2007 Marta Catarino
In the beginning was the patent…
- the role of Intellectual Property in Competitive
Intelligence

What kind of questions does IP analysis answer?
 How does your organisation identify technology licensing
to other markets? Do you provide licenses to suppliers or
customers? Engage in cross-licensing?
 How does your organisation avoid R&D duplication,
internal or external?
 How much is your company taking advantage of potential
cross-over technologies owned by yourselves?
 How much is your company looking to emerging markets,
e.g. South America, Eastern Europe, Africa? How much are
your Competitors?

Introduction
 In a knowledge-based economy, the protection of
Intellectual Property is crucial.
 Why are patents important?
 Monopoly and restraint on trade and encouragement for
further technical development
 Foster industry and commerce within a secure and
disciplined framework
 Patents are also relevant as a source of information

Introduction
Why is patent information relevant?
 Widest source of technical information
 Complete and detailed information
 May be the only disclosure of an invention
 Easy retrieval of patent information

 Why use it? © European Patent Office
 Find out what already exists and build on it
 Avoid infringing other people’s patent rights
 Keep track of who’s doing what
Introduction

The importance of patent information
 What type of information can we find in a patent
document?
TITLE
INVENTORS
DATA
APPLICANT DATA
CLASSIFICATION
PUBLICATION
NUMBER
FILING DATE
TERRITORY

ABSTRACT
DRAWINGS

DESCRIPTION
DESCRIPTION OF
DRAWINGS
DETAILED
DESCRIPTION
CLAIMS

From patent information, an analysis can be
performed which can range from using common
sense and simple tools to patent mining -
discovering meaningful new correlations, patterns
and trends by sifting through patent information
using statistical, data analysis and mathematical
techniques.

 Insights to be extracted from Patent information
(Patent Intelligence):
 Assess novelty and patentability
 Update information in a field of technology
 Identify prior or latest technology (Trends)
 Provide stimulus of ideas - develop new Product or process or improve
existing product or process
 Planning of R&D objectives, avoiding duplication (re-inventing the wheel)

 Insights to be extracted from Patent information
(Patent Intelligence) – cont’d:
 Identify possible partners and clients
 Identify alternative technology and its source
 Monitor competitor’s R&D activities and technology strategy
 Avoid infringing others’ patents
 Exploitation of rights (e.g. checking out useful expired patents)

 Who are our competitors and what are they
doing?
1. Identify assignees for relevant areas (these are the competitors… or
potential partners!)
2. Characterise activity of each competitor:
- application areas (Classification codes)
- main markets (countries of filing)
- evolution of patents per year
- main collaborations (who they are patenting with)
- …
This can be quite consuming due to the level of information: different
software tools are available for statistic and bibliometric analysis.
Case study

Going beyond the state-of-the-art
1. Existing similar products in the market
2. To ensure the freedom-to-operate and the opportunity
3. To reinforce the existing IP
4. To watch competitors

Novelty
Project D1 D2 D3 D4
Dry grape
extract
Liquid grape
extract
X
  
% polyphenol
5% - 70%
25%-45% w/w 20%-80% w/w 4%-30% w/w X
ellagic acid
0.01 - 10 mg/g
X X X X
Myricetin
0.01 - 10 mg/g
0.7 mg/g X X X
Quercetin
0.01 - 10 mg/g
4.2 mg/g 1.2 mg/g X X
Flavan-3-ols
0.2 - 25 mg/g
X X X X

Users/market
1. Technology trends
2. Main market segments
3. Secondary niche markets
4. To check the competitors
To:
1. Freedom-to-operate and the opportunity
2. To reinforce the existing IP

© All rights reserved
Technology evolution

Market evolution: what, where, who

Competence study

0
5
10
15
20
25
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
BOSCH
0
5
10
15
20
25
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
TOYOTA
Competence study

Fuerza de competidores
Tipo de competidores:
distancia al mercado
Competence study

Top competitor
Año N Acumulado %
2005 1 1 5,88
2006 0 1 0,00
2007 0 1 0,00
2008 2 3 11,76
2009 0 3 0,00
2010 1 4 5,88
2011 4 8 23,53
2012 4 12 23,53
2013 3 15 17,65
2014 2 17 11,76
17 100,00

Top competitor

Años
Países 2005 2008 2010 2011 2012 2013 2014 Total
DE 1 1 1 5 3 3 2 16
AT 1 1
AU 1 1
BR 1 1
CA 1 1
CN 1 1 2
EP 1 1 2 4
JP 1 1 1 3
KR 2 1 1 4
NO 1 1
US 1 1 2
WO 1 1 1 2 1 6
Total 10 9 1 11 5 4 2 42
Top competitor

Geographic market

Main market segments

(Technology Environment of Rotor Blades) – What is being
Patented?
Gear Boxes
Composite
Materials
Vibration
Reduction

Opportunity

Tecnología
0
1
2
3
4
5
Tecnología única
Tecnología sustitutiva
Prueba de la invención
Técnicas/equipos de
producción
Plazo precomercial del
desarrollo
Valor de comercialización
Producción de productos
ilegales de imitación
Productos ilegales
identificables
Depende de los acuerdos
de licencia
Opportunity

 Patents are one of the most valuable and comprehensive source of the
technological information.
 Patent analysis and mining in combination with other tools (market research,
financial analysis) can build up a strong competitive positioning, allowing a
company (even with little resources available) to gather knowledge on its
environment.
 Patent Intelligence provides information about specific conditions in relation
to technological or market-related development, which is of crucial
importance for the decision makers in tracking competitors’ activity and new
innovation trends.
Conclusions

- Advances in information technology have greatly improved mining techniques
and visualisation techniques.
- Patent data could provide a sound foundation for evaluating technological
innovations and R&D trends, which is part of the Business Intelligence.
- Although one might find more and more visual and intuitive software, not all
the information can be analysed by these tools.
- The use of cognitive human features could help us to elaborate more intuitive
graphs.
- We can access to data sets in ways absolutely unthinkable a few years ago,
which implies, less time to make a decision, less time to understand and new
approaches to solve problems arise.
Conclusions

- Bibliometrics - as a truly interdisciplinary field - has strong links with related
research fields and fields of applications and services.
- Bibliometrics is traditionally strongly related with library science, information
retrieval and sociology of science.
Conclusions

Policy into Practice: IPR and Patent Intelligence

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