WIPO started work in the area of patent analytics in 2010 with a Development Agenda project on “Developing Tools for Access to Patent Information” which resulted in the production of a series of Patent Landscape Reports (WIPO’s patent landscape reports can be found here). These reports, prepared in cooperation with various UN Agencies, non-governmental organizations, research institutes and national IP Offices, analyze patent activity in various topics in the areas of public health, food and agriculture, environment and energy, and disabilities. The key findings are often summarized in an infographic.
In 2013 WIPO started working also on awareness raising and capacity building in the area of patent analytics. Apart from various workshops organized on this topic, WIPO published in September 2015 the “Guidelines for Preparing Patent Landscape Reports”. The Guidelines describe the objectives and motivations for preparing Patent Landscape Reports (PLR) and other types of patent analysis, the tasks associated with patent analytics, as well as the stages in the preparation of PLRs, providing also some insights from WIPO’s experience in the area.
Since 2015 WIPO is exploring open source tools for patent analytics purposes in the framework of the preparation of a Manual on Open Source Tools for Patent Analytics. Open source tools are typically used by other disciplines, usually business/data analysts, statisticians, IT professionals and scientists, rather than with regard to patent data. Nevertheless, in recent years they started emerging as an alternative and/or a complement to ready-to-use tools, providing flexibility and adaptability in different analysis types. In view of the necessary programming related to this type of tools, WIPO developed step-by-step instructions in the Manual with example datasets, and will provide capacity building activities with training on patent analytics for Technology and Innovation Technology Support Centers (TISCs) around the world (for more information on the TISC program please visit www.wipo.int/tisc) .
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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
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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
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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
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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
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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
www.wipo.int/patentscope/en/programs/patent_landscapes/published_reports.html
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
http://www.wipo.int/patentscope/en/programs/patent_landscapes
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
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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
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21. MANUAL ON FREE AND OPEN
SOURCE TOOLS FOR PATENT
ANALYTICS
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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
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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
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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
http://poldham.github.io/manual
29
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
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
36. The Manual – in its two formats
Github presence PDF version /hard copy
https://github.com/wipo-analytics/opensource-
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
(http://www.wipo.int/patentscope/en/programs/legal_status)
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
(http://www.wipo.int/edocs/mdocs/cws/en/cws_4_bis/cws_4_bis_5.pdf)
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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 (www.wipo.int/tisc)
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?
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43. Thank you for your attention!
Irene.Kitsara@wipo.int
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