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II-PIC 2017: Gain insight into technical, legal and business information through the EPO’s patent information products and services

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Feinäugle Roland (European Patent Office, Austria)


A recent study commissioned by the EPO on the involvement of (patent) information in the innovation process in industry underlines the role of patent information in the various innovation stages. This result gives further impetus to the EPO's patent information strategy, aimed at supporting the economy by providing the access to a wealth of patent-related information, be it from its own patent granting process or its collection of worldwide bibliographic, legal status, procedural and full-text data.
In the presentation we highlight some key findings of the study and give an overview of the EPO’s patent information products and services. We will discuss how they can be used for technology-specific searches, for getting insight into the legal and procedural status of an application during and after its grant procedure, and for the statistical analysis of bulk data for business intelligence purposes. The talk covers the EPO’s free-of-charge Espacenet as well as our flagship product PATSTAT, both with a worldwide coverage. It also highlights the ever-improving European Patent Register and its accompanying services as well as our RESTful Open Patent Services.

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II-PIC 2017: Gain insight into technical, legal and business information through the EPO’s patent information products and services

  1. 1. Dr Roland Feinäugle 2 November 2017Head Awareness, marketing and business of patent information Gain insight into technical, legal and business information through the EPO’s patent information products and services 1st International Indian Patent Information Conference
  2. 2. European Patent Office Outline  The innovation study  Overview on EPO’s patent information products and services − used for technology-specific searches − getting insight into the legal and procedural status of an application during and after its grant procedure − for the statistical analysis of bulk data for business intelligence purposes  Dedicated products: − Espacenet − European Patent Register − PATSTAT − Open Patent Services 2
  3. 3. European Patent Office The role of patent information in innovation management Results of a survey by the EPO 3
  4. 4. European Patent Office Does patent information support innovation? ? ? ? 4
  5. 5. European Patent Office The survey Model of the innovation process supported by market research experts Identify innovators  Business / technology platforms  no IP experts! 1. small group, qualitative answers → list of questions 2. larger group, quantitative evaluation Fundamental research Applied research Development and prototyping Commercialisa tion 5
  6. 6. European Patent Office The innovation process Fundamental research Applied research Development and prototyping Commercialisation 6
  7. 7. European Patent Office Participation in innovation process Fundamental research 14% Respondents who did not indicate one of the four innovation process phases were excluded from the survey (20% of total sample). Applied research 28% Development/ prototyping 43% Commercialisation 15% n=265; Q1: In which phase of the innovation process are you most active in your work?; Base: Actors in innovation process. 7
  8. 8. European Patent Office Relevance of information categories Total Fundamental research (n=38) Applied research (n=75) Prototyping (n=113) Commercialisation (n=39) 77% 95% 88% 79% 88% 85% 58% 71% 55% 65% 77% 62% 71% 50% 65% 1% 3% 1% = significant positive result = significant negative result Technical information Business information Legal information Don't know/no answer n=265; Q3: For your work, which of the following categories of information are relevant? (multiple answers possible); Base: Actors in innovation process. 8
  9. 9. European Patent Office Users vs. non-users of patent information as information source Are patents used as a source of information in the innovation process? No 30% Yes 70% n=263; Q3.1/Q3.2/Q3.3: You just mentioned that technical/business/legal information is relevant for your work. What source(s) of information do you currently use for technical/business/legal information? (multiple answers possible); Base: Actors in innovation process. 9
  10. 10. European Patent Office 77% 23% 67% 33% applied research commercialisation In the different phases fundamental research development/prototyping use PI don‘t use PI 37% 63% 76% 24% 10
  11. 11. European Patent Office Sources of patent information Yes 69% No 31% For patent information used as a source of information, did the respondent mention a specific source? (n=184) Which sources did the respondents mention?* (n=127) 9% 13% 13% 14% 15% 17% 18% 21% 30% 57% Thomson Innovation Questel NPO Patbase Google WIPO EPO USPTO DPMA Espacenet Ø number of sources: 2.6 *results > 5% displayed Q4: You just mentioned that you use patens as a source of information. Which specific source(s) do you use? (multiple answers possible) Base: Users of patents as source of information / Respondents who mentioned a source. 11
  12. 12. European Patent Office Total Fundamental research (n=14)* Applied research (n=57) Prototyping (n=87) Commercialisatio n (n=26) Importance of patent information as source of information 7% 1% 8% 9% 4% 7% 19% 18% 23% 21% 20% 23% 26% 21% 14% 23% 50% 46% 53% 57% 49% 1 – Not important 2 3 5 –Very important4 *Attention: small base n=184; Q7: In comparison to other sources of information you said you use, how important are patents as a source of information for your innovation work? Base: Users of patents as source of information. 12
  13. 13. European Patent Office Non-PI users: Past usage of patent information Have you used patent information in the past? Yes 19% No 81% n=79; Q9: You did not indicate “patents” as a source of information you currently use. Have you used patents in the past? Base: Non-users of patents as source of information. 13
  14. 14. European Patent Office Patent information is no longer/not necessary for my work I don't know where to find patent information Patent information is too complex Our IP department deals with it In my sector, patent information gets outdated fast Patent information is too expensive Our patent attorney deals with it Other reasons Other sources are more important Don't know/no answer Barriers for patent information usage Main reason for no longer/never using patent information as information source: 6% 1% 9% 4% 5% 6% 8% 14% 15% 32% Other reasons mentioned:  “In comparison to other information sources, patents are not very efficient. It takes a lot of work to filter information efficiently.”  “My research field doesn´t deal with patents.”  “Patent info does not explain what builds value for customers.” Other sources mentioned:  Internet  Legal information / laws  Technology monitoring  “Personal contacts, exhibitions / conferences” n=79; Q10/Q11: What is your main reason for not/no longer using patents as a source of information? Base: Non-users of patents as source of information. 14
  15. 15. European Patent Office §§ §§ Enterprise size / information sources Patents Databases Fora Library Blogs Personal Contacts Fora Blogs > 250 1 – 10 Q3.1/Q3.2/Q3.3: You just mentioned that technical/business/legal information is relevant for your work. What source(s) of information do you currently use for technical/ business/legal information? (multiple answers possible); Base: Actors in the innovation process; significant positive results mentioned. 15
  16. 16. European Patent Office Main findings 1. No 30% Yes 70% 2. 3. 7% 20% 23% 49% 72%: PI = (very) important 77% 23% fundamental researchdevelopment/prototyping applied research 76% 24% 37% 63% 16
  17. 17. European Patent Office Other findings Why? Where? How? Patents Fora Blogs > 250 1 – 10 §§  17
  18. 18. European Patent Office EPO patent information products and services  for technology-specific searches  getting insight into the legal and procedural status of an application during and after its grant procedure  for the statistical analysis of bulk data for business intelligence purposes 18
  19. 19. European Patent Office A bit of patent information history  1972: Founded by agreement between WIPO and government of Austria  Collect worldwide information about − patent families − classification of patent documents  make this information available:  1991: INPADOC integrated into the EPO − EPO sub-office created in Vienna − EPO commits to provide all former INPADOC services 19
  20. 20. European Patent Office Patent information services EPO: An office with a dual role as provider of patent information for the world patent community as a patent office Application Search Grant Opposition National phase (+UniP) EPO patent data XX Patent Office YY Patent Office ......... Worldwide patent data 20
  21. 21. European Patent Office Is “making data available” enough? <sequence> <element ref = "exch:bibliographic-data"/> <element ref = "exch:abstract" minOccurs = "0" maxOccurs = "unbounded"/> <element ref = "exch:patent-family" minOccurs = "0"/> </sequence> <attribute name = "correction-code" type = "string"/> <attribute name = "country" use = "required" type = "exch:countryType"/> PATSTAT No! ... make it accessible! end user commercial user 21
  22. 22. European Patent Office The EPO's patent information products EPO's obligations as a Patent Office  EP A & B-publications − European Publication Server  EP Procedural / legal status − European/(Unitary) Patent Register (incl. Register Alert) EPO's obligations from INPADOC  Bibliographic, family & classification data from other IP offices − DOCDB, Open Patent Services (OPS) − Espacenet EPO's Patent Information Services to its users  Global Patent Index (GPI)  PATSTAT, IPscore  Asian patent information 22
  23. 23. European Patent Office Where to find them ... www.epo.org/searching-for-patents 23
  24. 24. European Patent Office Patent information products for technical information 24
  25. 25. European Patent Office Patent information products for legal information 25
  26. 26. European Patent Office Patent information products for business information 26
  27. 27. European Patent Office Criteria for product selection 27 technical legal business additional EP Global Full-textsearch free payable Browser Rawdata Webservice Beginnerslevel Expertiserequired EPO patent information product 1 X X X X X X EPO patent information product 2 X X X X X EPO patent information product 3 X X X X X X EPO patent information product 4 X X X X X X technical legal business additional EP Global Full-textsearch free payable Browser Rawdata Webservice Beginnerslevel Expertiserequired Espacenet X X X X X X European Patent Register X X X X X PATSTAT X X X X X X Open Patent Services X X X X X X
  28. 28. European Patent Office Searching technical information in Espacenet  More than 100 million patent documents (applications, granted patents, search reports, non-patent literature)  Data from 95 patent authorities worldwide  Data from 1836 to today  Source of technical information  Available free-of-charge via the internet at  Secure access (https) www.epo.org/espacenet 28
  29. 29. European Patent Office Espacenet: Easy to access, easy to search 29
  30. 30. European Patent Office Espacenet - Smart search Free text entries: 30
  31. 31. European Patent Office Espacenet - Smart search
  32. 32. European Patent Office Advanced search 32
  33. 33. European Patent Office Espacenet - Classification browser Search by keyword or classification symbol
  34. 34. European Patent Office Espacenet full-text search 34  Worldwide EN - collection of published applications in English offers full-text search in English for all documents published in English which are available in full text (description and claims) from the worldwide database  Likewise for publications in DE and FR
  35. 35. European Patent Office 35
  36. 36. European Patent Office 36 Available register links: BE, CH, CS, CZ, DK, EE, EP, FI, FR, GB, GR, HR, IT, LT, NO, SE
  37. 37. European Patent Office Global Dossier 37
  38. 38. European Patent Office 38
  39. 39. European Patent Office Global Dossier Offices supporting the Global Dossier service: CIPO Canadian Intellectual Property Office EPO European Patent Office JPO Japan Patent Office KIPO Korean Intellectual Property Office SIPO State Intellectual Property Office of the People's Republic of China USPTO United States Patent and Trademark Office WIPO World Intellectual Property Office
  40. 40. European Patent Office Patent Translate 40
  41. 41. European Patent Office Translate documents 41
  42. 42. European Patent Office Espacenet Coverage Access to more than 100 million patent documents from all over the world from 1836 to today Latest bibliographic coverage Latest full-text-coverage URL Espacenet webpage www.epo.org/espacenet Espacenet Support Forum Espacenet pocket guide Espacenet manual 42
  43. 43. European Patent Office European Patent Register 43
  44. 44. European Patent Office Advanced search 44
  45. 45. European Patent Office 45
  46. 46. European Patent Office 46
  47. 47. European Patent Office 47
  48. 48. European Patent Office New: Federated register 48 EP Register National register data links to national registers
  49. 49. European Patent Office Federated Register The number of participating member states has grown to 22 49
  50. 50. European Patent Office Federated Register And more member states under preparation: AL, BA, BE, GB, HU, SE, NO, (DE, FR, IT) 50
  51. 51. European Patent Office Deep links in the European Patent Register The number of participating member states has grown to 32 51
  52. 52. European Patent Office All documents = online public file inspection 52
  53. 53. European Patent Office Register access to Global Dossier 53
  54. 54. European Patent Office Register Alert Notification whenever there is a change in the procedural status of any monitored European patent application. 54
  55. 55. European Patent Office European Patent Register Coverage Information on EP and PCT published applications since 1978 Procedural information from publication including links to the patent registers of many of the EPO member states, showing the status of European patents after grant Deep link data coverage Federated Register content URL European Patent Register webpage www.epo.org/register Support Forum European Patent Register pocket guide European Patent Register manual 55
  56. 56. European Patent Office PATSTAT - PATSTAT helps to perform sophisticated statistical analyses of bibliographical and legal status patent data - has become a standard in the field of patent intelligence and statistics Key features - contains bibliographical and legal status patent data from leading industrialised and developing countries - extracted from the EPO’s databases Use cases With PATSTAT you can - identify business opportunities - see what your competitors are doing - monitor trends in technology requires knowledge of SQL 56
  57. 57. European Patent Office PATSTAT Consists of three individual databases: Currently from 2018 PATSTAT Biblio PATSTAT Global PATSTAT Legal Status PATSTAT Register PATSTAT EP Register Updated twice a year Available in - raw data format or - via PATSTAT Online, a web-based interface With PATSTAT Online, you can run queries in the databases, conduct statistical analyses, visualise the data and download it for offline use. 57
  58. 58. European Patent Office PATSTAT Coverage PATSTAT Biblio - 100 million patent records - 95 patent-issuing authorities - From the mid-19th century up to today PATSTAT Legal Status - 200 million legal status records - 45 patent-issuing authorities PATSTAT Register - Legal status and procedural data on European patents (EP) only - Data indexed by a wide range of criteria URL www.epo.org/patstat 58
  59. 59. European Patent Office PATSTAT Online 59
  60. 60. European Patent Office PATSTAT Online 60
  61. 61. European Patent Office PATSTAT Online 61
  62. 62. European Patent Office PATSTAT Online 62
  63. 63. European Patent Office PATSTAT pricing (from 2018) 63 Price list; free trials available
  64. 64. European Patent Office Open Patent Services (OPS) 64 EPO public applications Target audience EPO Internal APIs* EPO databases Biblio, Full-text, Images, etc. API1, API2, etc. Humans European Register Espacenet Machines Open Patent Services *API = Application Programming Interface
  65. 65. European Patent Office Open Patent Services - a web service providing access to the EPO's raw data via an API (Application Programming Interface) - Enabling to create own applications for accessing and downloading the data Key features - Highly structured XML format for machine-to-machine communication using RESTful architecture Use cases With Open Patent Services (OPS) you can - add EPO data to your own software applications or in-house databases - develop tailor-made clients - easily download data 65
  66. 66. European Patent Office Open Patent Services Coverage - Worldwide bibliographic data, patent families, citations, legal status and full-text documents - EP register data - CPC classification scheme 66 OPS coverage table
  67. 67. European Patent Office Open Patent Services Conditions - Registration required - Downloading of data free of charge up to 2,5 GB per week (3,5 GB as of January 2018) - For a volume in excess of 2,5 (3,5) GB per week: yearly subscription of 2800 Euro - Fair use charter - Terms and conditions for use of the EPO's Open Patent Services (OPS) URL www.epo.org/ops 67 OPS conditions
  68. 68. European Patent Office Acknowledgements Heiko Wongel Johannes Schaaf Davide Lingua 68
  69. 69. European Patent Office Need more information? Dr Roland Feinäugle patentinformation@epo.org epo.org/searching-for-patents 69 Follow us on facebook.com/europeanpatentoffice twitter.com/EPOorg youtube.com/EPOfilms Linkedin.com/company/european-patent-office

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