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A Visual Semantic Framework for Innovation Analytics
Walid Shalaby
Computer Science Department
University of North Carolina at Charlotte
wshalaby@uncc.edu
Kripa Rajshekhar
Metonymy Labs
Chicago Metropolitan Area
kripa@metolabs.com
Wlodek Zadrozny
Computer Science Department
University of North Carolina at Charlotte
wzadrozn@uncc.edu
Abstract
In this demo we present a semantic framework for innovation
and patent analytics powered by Mined Semantic Analysis
(MSA). Our framework provides cognitive assistance to its
users through a Web-based visual and interactive interface.
First, we describe building a conceptual knowledge graph
by mining user-generated encyclopedic textual corpus for se-
mantic associations. Then, we demonstrate applying the ac-
quired knowledge to support many cognition and knowledge
based use cases for innovation analysis including technology
exploration and landscaping, competitive analysis, literature
and prior art search and others.
Introduction
Innovations are often expressed as patent applications which
tend to be lengthy documents with highly complex and
domain specific terminology. To establish their work nov-
elty, patent authors tend to use different vocabulary to re-
fer to same concepts making the problem of patent analysis
linguistically challenging. Moreover, innovations analysis,
management, and planning are cognition intensive tasks that
require huge amount of domain and real-world expertise.
With the emergence of Big Data, massive amounts of in-
novation and patent data have become readily available pro-
moting the need for more intelligent, interactive, and insight-
ful cognitive analytics.
Current tools for innovation analysis can be roughly sub-
divided into three categories. First, statistical analysis tools
which utilize innovations metadata to provide high-level
statistics and visual plots of innovation trends. Second, con-
tent analysis tools which analyze patent texts to support
tasks like prior art search, litigation, technology exploration
and others. Third, hybrid tools which serve both purposes.
In this demo we present a Web-based semantic, visual,
and interactive framework for innovation analytics. To ad-
dress the linguistic challenges of patent texts, our frame-
work utilizes Minded Semantic Analysis (MSA), a novel dis-
tributional semantics approach (under review). MSA builds
a conceptual knowledge graph using association rule min-
ing on concept rich user-generated textual corpora (e.g.,
Copyright c 2016, Association for the Advancement of Artificial
Intelligence (www.aaai.org). All rights reserved.
Wikipedia). In that knowledge graph nodes represent con-
cepts and edges represent associations between them. For
any input keyword(s)/text, our framework maps that input to
a conceptual domain using the knowledge graph. In that con-
ceptual domain semantically similar terms/documents will
have similar conceptual representations.
The basic pipeline for building the concept graph of in-
put keyword(s)/text is presented in Figure 1. MSA utilizes
Wikipedia as a conceptual knowledge source. First, we build
a search index of all Wikipedia articles. Second, we utilize
association rule mining to uncover implicit associations be-
tween concepts by mining the ”See Also” link graph of in-
dexed articles. Third, we use the inferred association rules
to construct a knowledge graph of concepts and their asso-
ciations. Fourth, given a seed text, we map that text to the
concept space by first generating a candidate set of con-
cepts from the search index (explicit concepts), and then
augmenting that set with strongly associated concepts from
the knowledge graph (implicit concepts). Steps 1-3 are done
offline making conceptual mapping very efficient at runtime.
Applications
We have a Web application of our framework to demonstrate
typical use cases which map to real-world cognitive tasks
that practitioners deal with today. These include a user ini-
tiated and interactive related-technology exploration tool, a
prior art search application, and a company patent portfolio
summarization functionality.
Due to limited space, we demonstrate in detail only one
application of our framework to assist practitioners in tech-
nology exploration and landscape analysis.
Consider ”Cognitive Analytics” (CA) as an example tech-
nology. Figure 2 (top) shows the concept space of CA by re-
trieving the top 10 most semantically related concepts using
MSA (node size reflects association strength). We can clearly
notice that: a) those concepts are very associated with CA as
well as with one another, and b) they cover wide spectrum
of technological/conceptual landscape.
All patent data are indexed into our framework, conse-
quently, we could facilitate landscape analysis of CA-related
technologies by showing patenting and innovation progres-
sion as a ThemeRiver shown in Figure 2 (bottom). Each
stream represents a patent class where stream width is pro-
portional to the number of granted patents per class over 20
Figure 1: Concept space construction pipeline.
Figure 2: Top: Concept graph of Cognitive Analytics; explicit concepts are light blue nodes, and implicit concepts are red nodes.
Bottom: ThemeRiver plot showing patenting evolution of Cognitive Analytics and related technologies in its concept graph.
years between 1993 and 2013. Streams allow practitioners to
capture patenting trends that would otherwise require inves-
tigating huge number of patent documents in iterative and
time consuming manner. Those trends include:
• Patents were limited to two classes until 2005; ”(382) im-
age analysis” (light green), and ”(514) drug bio-affecting
and body treating compositions” (dark brown).
• By 2010, granted patents expanded to cover various vari-
ous patent classes; e.g., ”(706) data processing: artificial
intelligence” (dark gray) and ”(705) data processing fi-
nancial business practice management...” (pink).
• New application domain of CA-related technologies
emerged in 2013; ”(706) data processing: speech signal
processing, linguistics, language translation...” (purple).
Our framework encourages human-in-the-loop by provid-
ing users with interactive visualizations that support their
cognitive tasks. For example, users can easily interact with
the visualizations provided in Figure 2 by controlling the
conceptual association strength, pruning possibly irrelevant
concepts, and zooming in each stream to navigate through
individual patents under that stream.
Another application area of our framework is patentability
and prior art search. Through MSA’s conceptual mappings,
we offer the practitioner an interactive and visual method of
concept based navigation through relevant literature without
manual query expansion or keyword based search. This is
likely to offer a significant boost to the cognitive efficiency
of the search and review process, translating into improve-
ment in the quality of granted patents. Initial results suggest
a relatively high recall rate of relevant prior art using MSA.
Summary
We present a semantic, visual, and interactive framework for
innovation analytics powered by MSA. The framework sup-
ports many cognition and knowledge intensive tasks by of-
fering a closed-loop iterative analysis of patent data and thus
maximizes the potential for user exploration by providing a
number of ”smart” starting-point possibilities in the concept-
space making keyword search and exploration obsolete.

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AAAI 2016 - A Visual Semantic Framework For Innovation Analytics

  • 1. A Visual Semantic Framework for Innovation Analytics Walid Shalaby Computer Science Department University of North Carolina at Charlotte wshalaby@uncc.edu Kripa Rajshekhar Metonymy Labs Chicago Metropolitan Area kripa@metolabs.com Wlodek Zadrozny Computer Science Department University of North Carolina at Charlotte wzadrozn@uncc.edu Abstract In this demo we present a semantic framework for innovation and patent analytics powered by Mined Semantic Analysis (MSA). Our framework provides cognitive assistance to its users through a Web-based visual and interactive interface. First, we describe building a conceptual knowledge graph by mining user-generated encyclopedic textual corpus for se- mantic associations. Then, we demonstrate applying the ac- quired knowledge to support many cognition and knowledge based use cases for innovation analysis including technology exploration and landscaping, competitive analysis, literature and prior art search and others. Introduction Innovations are often expressed as patent applications which tend to be lengthy documents with highly complex and domain specific terminology. To establish their work nov- elty, patent authors tend to use different vocabulary to re- fer to same concepts making the problem of patent analysis linguistically challenging. Moreover, innovations analysis, management, and planning are cognition intensive tasks that require huge amount of domain and real-world expertise. With the emergence of Big Data, massive amounts of in- novation and patent data have become readily available pro- moting the need for more intelligent, interactive, and insight- ful cognitive analytics. Current tools for innovation analysis can be roughly sub- divided into three categories. First, statistical analysis tools which utilize innovations metadata to provide high-level statistics and visual plots of innovation trends. Second, con- tent analysis tools which analyze patent texts to support tasks like prior art search, litigation, technology exploration and others. Third, hybrid tools which serve both purposes. In this demo we present a Web-based semantic, visual, and interactive framework for innovation analytics. To ad- dress the linguistic challenges of patent texts, our frame- work utilizes Minded Semantic Analysis (MSA), a novel dis- tributional semantics approach (under review). MSA builds a conceptual knowledge graph using association rule min- ing on concept rich user-generated textual corpora (e.g., Copyright c 2016, Association for the Advancement of Artificial Intelligence (www.aaai.org). All rights reserved. Wikipedia). In that knowledge graph nodes represent con- cepts and edges represent associations between them. For any input keyword(s)/text, our framework maps that input to a conceptual domain using the knowledge graph. In that con- ceptual domain semantically similar terms/documents will have similar conceptual representations. The basic pipeline for building the concept graph of in- put keyword(s)/text is presented in Figure 1. MSA utilizes Wikipedia as a conceptual knowledge source. First, we build a search index of all Wikipedia articles. Second, we utilize association rule mining to uncover implicit associations be- tween concepts by mining the ”See Also” link graph of in- dexed articles. Third, we use the inferred association rules to construct a knowledge graph of concepts and their asso- ciations. Fourth, given a seed text, we map that text to the concept space by first generating a candidate set of con- cepts from the search index (explicit concepts), and then augmenting that set with strongly associated concepts from the knowledge graph (implicit concepts). Steps 1-3 are done offline making conceptual mapping very efficient at runtime. Applications We have a Web application of our framework to demonstrate typical use cases which map to real-world cognitive tasks that practitioners deal with today. These include a user ini- tiated and interactive related-technology exploration tool, a prior art search application, and a company patent portfolio summarization functionality. Due to limited space, we demonstrate in detail only one application of our framework to assist practitioners in tech- nology exploration and landscape analysis. Consider ”Cognitive Analytics” (CA) as an example tech- nology. Figure 2 (top) shows the concept space of CA by re- trieving the top 10 most semantically related concepts using MSA (node size reflects association strength). We can clearly notice that: a) those concepts are very associated with CA as well as with one another, and b) they cover wide spectrum of technological/conceptual landscape. All patent data are indexed into our framework, conse- quently, we could facilitate landscape analysis of CA-related technologies by showing patenting and innovation progres- sion as a ThemeRiver shown in Figure 2 (bottom). Each stream represents a patent class where stream width is pro- portional to the number of granted patents per class over 20
  • 2. Figure 1: Concept space construction pipeline. Figure 2: Top: Concept graph of Cognitive Analytics; explicit concepts are light blue nodes, and implicit concepts are red nodes. Bottom: ThemeRiver plot showing patenting evolution of Cognitive Analytics and related technologies in its concept graph. years between 1993 and 2013. Streams allow practitioners to capture patenting trends that would otherwise require inves- tigating huge number of patent documents in iterative and time consuming manner. Those trends include: • Patents were limited to two classes until 2005; ”(382) im- age analysis” (light green), and ”(514) drug bio-affecting and body treating compositions” (dark brown). • By 2010, granted patents expanded to cover various vari- ous patent classes; e.g., ”(706) data processing: artificial intelligence” (dark gray) and ”(705) data processing fi- nancial business practice management...” (pink). • New application domain of CA-related technologies emerged in 2013; ”(706) data processing: speech signal processing, linguistics, language translation...” (purple). Our framework encourages human-in-the-loop by provid- ing users with interactive visualizations that support their cognitive tasks. For example, users can easily interact with the visualizations provided in Figure 2 by controlling the conceptual association strength, pruning possibly irrelevant concepts, and zooming in each stream to navigate through individual patents under that stream. Another application area of our framework is patentability and prior art search. Through MSA’s conceptual mappings, we offer the practitioner an interactive and visual method of concept based navigation through relevant literature without manual query expansion or keyword based search. This is likely to offer a significant boost to the cognitive efficiency of the search and review process, translating into improve- ment in the quality of granted patents. Initial results suggest a relatively high recall rate of relevant prior art using MSA. Summary We present a semantic, visual, and interactive framework for innovation analytics powered by MSA. The framework sup- ports many cognition and knowledge intensive tasks by of- fering a closed-loop iterative analysis of patent data and thus maximizes the potential for user exploration by providing a number of ”smart” starting-point possibilities in the concept- space making keyword search and exploration obsolete.