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ICIC 2017: Facilitating Insights through Patent Analysis Education

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Inbar Yasur (Hipusit Information Services, Israel)
Patent statistics tools allow the analysis of the robust and unique information embedded in patent documents and enable broad and deep insights/exploration of various R&D fields by identifying research trends, leading markets, prominent innovators/assignees, and many more.

In recent years we are witnessing a growing interest in patent analytics methodologies and tools, both in the academic and the business sectors, as well as among decision makers. This growing interest creates a demand for a new profession - Patent Analytics Specialists.

How can this requirement be fulfilled? What are the skills to become a patent analytics specialists and can the skills be taught? What is the required training process? Should this training process be regulated?

Obviously, in order to become a patent analytics specialist a deep familiarity with patent information is required but what are the advantages of approaching the topic from scratch? What lessons can be learned about patent analytics methodology from the teaching process itself? What are the best practices in patent analytics teaching?

The proposed presentation will present the conclusions of the accumulated experience over six years of patent analysis for both academic research and corporate organizations alongside 14 years of experience in teaching information retrieval and patent searching methodologies. This experience has led to the development of a unique teaching method to train students from different backgrounds with no familiarity with patent searches and patent landscaping to perform a complete analysis of patents.

The presentation will explore the benefits of collaborative work in patent searching and analysis. It will also explore the tools required to create patent-based market analysis, the contribution of non-professional patent searchers to the process of patent analysis (i.e. creativity, originality, innovative thinking, and independence), present a comparative review of different types of patent databases and of advanced techniques to adjust the analysis to the target audience.

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ICIC 2017: Facilitating Insights through Patent Analysis Education

  1. 1. PATENT INFORMATION & PATENT ANALYTICS LESSONS LEARNED FROM MY STUDENTS Inbar Yasur Patent Information Specialist Hipusit.info October 2017
  2. 2. AGENDA INTRODUCTION UNEXPECTED APPLICATIONS FOR PATENT INFORMATION BENEFITS OF COLLABORATIVE SEARCHING CONCLUSIONS Inbar Yasur - Hipusit.info 2ICIC 2017
  3. 3. INTRODUCTION About me 1 1999 – First exposure to scientific online databases 2 2000 – First job as Info. Specialist 3 2001 – Started my business 4 2002 – Started to teach 5 2003 – IFISH 1300 member online forum 6 2013 – Representing Minesoft Inbar Yasur - Hipusit.info 3ICIC 2017
  4. 4. • Patent attorneys and researchers attending a workshop in patent searching and patent analysis. • Employees of organizations attending an internal corporate workshop. Inbar Yasur - Hipusit.info 4 INTRODUCTION About my students: ICIC 2017
  5. 5. • Attend a one-year postgraduate course for Information Specialists. • Students are often sent by their place of work and bring their own needs and expectations. Inbar Yasur - Hipusit.info 5 INTRODUCTION About my students: ICIC 2017
  6. 6. • During the year, we work with two different entrepreneurs. • The student teams provide answers to all the entrepreneurs’ information needs including: • competitor research • market research • literature reviews • prior art searches • patent analytics Inbar Yasur - Hipusit.info 6 INTRODUCTION About my Information Specialist course: ICIC 2017
  7. 7. • Working in teams of 5-6, each student is presented with identical search tasks and often gets surprisingly different outcomes. • At this point, the teams combine the divergent results into a single data set to be analyzed. Inbar Yasur - Hipusit.info 7 INTRODUCTION About my Information Specialist course: ICIC 2017
  8. 8. • Staying up-to-date. • Teaching a subject leads to greater understanding. Inbar Yasur - Hipusit.info 8 INTRODUCTION The added value of teaching: ICIC 2017
  9. 9. • Gives you a stage to promote your agenda. • patent searching and analytics as useful tools • Exposes you to different audiences who introduce you to different needs or uses for patent information. Inbar Yasur - Hipusit.info 9 INTRODUCTION The added value of teaching: ICIC 2017
  10. 10. • By finding a balance between performing actual patent searches alongside teaching, you will find that you have an endless supply of up-to-date examples. Inbar Yasur - Hipusit.info 10 INTRODUCTION The added value of teaching: ICIC 2017
  11. 11. • Diverse and sometimes unexpected applications of patent data. • The limitations of a patent analytics specialist working alone and the benefits of collaboration. Inbar Yasur - Hipusit.info 11 INTRODUCTION Teaching shows: ICIC 2017
  12. 12. A student from the Tax Authority implemented a patent search as part of the process of declaring bankruptcy in order to estimate the company’s IP value. • Patent search by Inventor/Assignee name • Reassignment • Licensing Inbar Yasur - Hipusit.info 12 UNEXPECTED APPLICATIONS: EXAMPLE 1 Bankruptcy ICIC 2017
  13. 13. Inbar Yasur - Hipusit.info 13 UNEXPECTED APPLICATIONS: EXAMPLE 2 Headhunting 295 138 120 114 103 100 100 100 100 96 96 93 93 90 86 83 83 83 79 69 Inventors Google – Top 20 inventors by patent families ICIC 2017
  14. 14. A student who works in a placement firm which specializes in finding technology experts uses patent searching to identify relevant opportunities through patent analysis by inventor name in the field. Inbar Yasur - Hipusit.info 14 UNEXPECTED APPLICATIONS: EXAMPLE 2 Headhunting ICIC 2017
  15. 15. Filing patents to increase value on the matchmaking market… Inbar Yasur - Hipusit.info 15 UNEXPECTED APPLICATIONS: EXAMPLE 3 Matchmaking ICIC 2017
  16. 16. • Diverse and sometimes unexpected applications of patent data. • The limitations of a patent analytics specialist working alone and the benefits of collaboration. Inbar Yasur - Hipusit.info 16 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Teaching shows: ICIC 2017
  17. 17. Inbar Yasur - Hipusit.info 17 BENEFITS OF COLLABORATION IN PATENT ANALYTICS “PATENT LANDSCAPE REPORTS (PLRs) provide a snap-shot of the patent situation of a specific technology, either within a given country or region, or globally “ ICIC 2017
  18. 18. ICIC 2017 Inbar Yasur - Hipusit.info 18 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Requirements for a patent analytics specialist DEEP UNDERSTANDING OF PATENT DATA 01 UNDERSTANDING OF THE SUBJECT MATTER 02 ACCESS TO COMMERCIAL PATENT DATABASES WITH ANALYTICS TOOLS 03 PROFICIENCY IN EXCEL OR LIKE 04 VISUALIZATION SKILLS 05 COLLABORATION 06
  19. 19. Inbar Yasur - Hipusit.info 19 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Methodology I II III IV V VI Search strategy, keywords & class Claim analysis & tagging Visualization Data cleaning Matrix building Insights based on analyzed info Source: T. Y.R.S.N. et al. / World Patent Information 48 (2017) ICIC 2017
  20. 20. Inbar Yasur - Hipusit.info 20 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Search Strategy & Data Cleaning I II III IV V VI Search strategy, keywords & class Claim analysis & tagging Visualization Data cleaning Matrix building Insights based on analyzed info ICIC 2017
  21. 21. Obviously: • Every experienced patent searcher can do it… • But a team is always better. Inbar Yasur - Hipusit.info 21 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Search Strategy & Data Cleaning ICIC 2017
  22. 22. • No matter what the search strategy, coverage will be incomplete because “full" coverage of a search topic doesn't exist. • If the underlying data is incomplete or flawed, the analytics are not meaningful. Inbar Yasur - Hipusit.info 22 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Search Strategy & Data Cleaning ICIC 2017
  23. 23. • Example 1: Irrigation machines • In 2012, I conducted a manufacturer search for irrigation machines for a customer • ~30 different companies were found Inbar Yasur - Hipusit.info 23 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 1 Web searching ICIC 2017
  24. 24. • Later given as an exercise in the Information Specialist course to 50 students each year. • Every year new companies were found. • These “new” companies all existed at the time the previous searches were performed, however were not found. • Their existence was checked in the Internet Archive Inbar Yasur - Hipusit.info 24 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 1 Web searching ICIC 2017
  25. 25. BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 1 35 38 47 72 83 2013 2014 2015 2016 2017 TOTAL NUMBER OF IRRIGATION MACHINE MANUFACTURERS BY YEAR Web searching Inbar Yasur - Hipusit.info 25ICIC 2017
  26. 26. • Patent searching also gives incomplete coverage of the patents • Example 2: Aerial Firefighting BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Patent searching Inbar Yasur - Hipusit.info 26ICIC 2017
  27. 27. • A patent landscaping project was created for students, who were not professional patent searchers. • The exercise was to gather patent information on aerial firefighting to understand various approaches and to identify technology trends for future research. Inbar Yasur - Hipusit.info 27 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Patent landscaping research ICIC 2017
  28. 28. • Patents related to aerial firefighting were extensively searched in Patbase. • The patents were retrieved by using keywords & classifications (IPC and CPC) Inbar Yasur - Hipusit.info 28 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Patent landscaping research ICIC 2017
  29. 29. • Some of the patents found were not classified under these specific classifications but under more general ones. Inbar Yasur - Hipusit.info 29 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Classification limitations: ICIC 2017
  30. 30. Inbar Yasur - Hipusit.info 30 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Keyword complexity: ICIC 2017
  31. 31. BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 280 650 Found Not Found STUDENT 1 STUDENT 2 STUDENT 4 STUDENT 5 STUDENT 3 MYSELF 300 660 Found Not Found 450 510 Found Not Found 470 490 Found Not Found 520 420 Found Not Found 710 250 Found Not Found Number of patent families found by each team member out of a total of 960 Inbar Yasur - Hipusit.info 31ICIC 2017
  32. 32. BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Inbar Yasur - Hipusit.info 32ICIC 2017
  33. 33. III Inbar Yasur - Hipusit.info 33 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Claim Analysis & Tagging I II IV V VI Search strategy, keywords & class Claim analysis & tagging Visualization Data cleaning Matrix building Insights based on analyzed info ICIC 2017
  34. 34. • 960 Patent families were tagged manually by 5 students (~200 each) • I reviewed and retagged the patent families. At this stage, I could recognize patterns and could identify each student by their tagging style. • After standardization, it became clear that the tagging process is completely subjective. Inbar Yasur - Hipusit.info 34 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Subjectivity of claim analysis & tagging: ICIC 2017
  35. 35. IVIII BENEFITS OF COLLABORATION IN PATENT ANALYTICS Matrix building I II V VI Search Strategy Keywords & Class Claim Analysis & Tagging Visualization Data Cleaning Matrix Building Insights based on analyzed info Inbar Yasur - Hipusit.info 35ICIC 2017
  36. 36. • Looks simple and obvious but it took 6 iterations to agree on it. • Each of the team members had a different suggestion and point of view. Inbar Yasur - Hipusit.info 36 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Subjectivity of matrix building ICIC 2017
  37. 37. IVIII BENEFITS OF COLLABORATION IN PATENT ANALYTICS I II V VI Search Strategy Keywords & Class Claim Analysis & Tagging Visualization Data Cleaning Matrix building Insights based on analyzed info Insights based on analysis and visualization 37Inbar Yasur - Hipusit.infoICIC 2017
  38. 38. • Dividing the results by tags and comparing them to the whole set uncovers insights which cannot be achieved in any other way. Inbar Yasur - Hipusit.info 38 BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 Claim analysis & tagging: ICIC 2017
  39. 39. BENEFITS OF COLLABORATION IN PATENT ANALYTICS: EXAMPLE 2 The entire firefighting field is expanding. This expansion seems to be tied to the dramatic increase in patents in detection over the past 5 years. MISSION OVER TIME 0 20 40 60 80 100 120 140 160 180 200 1966 1969 1972 1975 1978 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 2011 2014 Airplanes Helicopters UAV ALL While innovation in airplane and helicopter platforms has declined, UAV innovation has increased and pulled the entire domain upward. PLATFORM OVER TIME 0 40 80 120 160 200 1966 1969 1972 1975 1978 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 2011 2014ALL Detection Extingusing Inbar Yasur - Hipusit.info 39ICIC 2017
  40. 40. • Require: • Data visualization skills to understand the data. • Better visualization tools than supplied by the vendors. • Extensive knowledge in Excel & PowerPoint Inbar Yasur - Hipusit.info 40 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Visualization and analysis ICIC 2017
  41. 41. • Any insight to be gained from visualization and analysis is only as good as the data it is based upon. • Collaborative work gives a more complete basis for the following stages. Inbar Yasur - Hipusit.info 41 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Insights based on visualization and analysis ICIC 2017
  42. 42. • Collaborative work will emphasize the different visual and analytical capabilities of the team members, leading to a more successful final result. • Brainstorming at this stage will also improve the results. Inbar Yasur - Hipusit.info 42 BENEFITS OF COLLABORATION IN PATENT ANALYTICS Analysis and visualization ICIC 2017
  43. 43. CONCLUSIONS Inbar Yasur - Hipusit.info 43ICIC 2017
  44. 44. • Teaching is a great way to learn and to open your mind to new possibilities. • Take patent analysis reports prepared by others “with a grain of salt”, as we have seen that no search is “complete” and this affects the analysis. ICIC 2017 Inbar Yasur - Hipusit.info 44 CONCLUSIONS Keep in mind:
  45. 45. • Patent Analytics is complicated and should be done with a team of: • Patent searchers • Visualization experts • People with other perspectives such as regulatory, legal, scientific, etc. ICIC 2017 Inbar Yasur - Hipusit.info 45 CONCLUSIONS Keep in mind:
  46. 46. • Develop cross-sector relationships at the individual and organizational level. • Ask questions. • Share insights, expertise, and best practices. Inbar Yasur - Hipusit.info 46 CONCLUSIONS Embrace collaborative business practices ICIC 2017
  47. 47. At the very least, share your work with another person at each stage. Inbar Yasur - Hipusit.info 47 CONCLUSIONS Don't be afraid to think small ICIC 2017
  48. 48. THANK YOU! Inbar Yasur Patent Information Specialist Hipusit.info

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