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Customizing Statistics for Sharper Analysis Laurent Hill Renaud Garat April 15, 2013

II-SDV 2013 Customising Statistics for Sharper Analysis

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Page 1: II-SDV 2013 Customising Statistics for Sharper Analysis

Customizing Statistics for

Sharper Analysis

Laurent Hill

Renaud Garat

April 15, 2013

Page 2: II-SDV 2013 Customising Statistics for Sharper Analysis

II-SDV 2013 Nice 2

Companies’

Acceleration

Conceptual Model Of A Patent Based

Analysis

Top

Companies

Technology

Changes

Company

Changes

1.Understandthe OverallLandscape

Strengths:� Despite the Company’s apparently weak patent base, the Company is well

positioned, especially when teamed with Company C

Weaknesses:� Company B is a generalist competitor for the Company to watch

Opportunities:� Company A and Company C are weak generalist competitors that could

represent licensing opportunities for the Company

Threats:� Company A’s patenting efforts are concentrated in the area of Yarn

Constructions, so the Company needs to understand their business plans

SWOT

Analysis

White-Space

Opportunities

University

Opportunities

2.Understand

RecentTrends

4.UnderstandAvailable

Art

5.EstimateFreedom

To Practice

6.Determine WhoTo Watch And

Leverage

Strategic Direction

3.Understand

Close Art

IP Portfolio

Gap Analysis

Geographic

Coverage

Companies’

Focus

Areas

Investment

Rate

Business

Landscape

Companies’

Momentum

Top

Cited-by Art

Similarity

Search

IP Sharks &

Trolls

Data ���� Information ���� Knowledge + Experience ���� Insight

Page 3: II-SDV 2013 Customising Statistics for Sharper Analysis

Why Customize Analysis?

• Data quality

• Productivity

• Technical Specific Needs

II-SDV 2013 Nice 3

Page 4: II-SDV 2013 Customising Statistics for Sharper Analysis

Why Customize Analysis?

• Data quality

• Names: normalisation – M&A

bank collaterals

• Concepts: normalisation

languages

II-SDV 2013 Nice 4

Page 5: II-SDV 2013 Customising Statistics for Sharper Analysis

Why Customize Analysis?

• Productivity

• Guideline with predefined set of charts

• Re-usable templates:

charts, axis, colors, grouping rules (assignees,

concepts, classification codes, inventors…), real-

time interaction (refining/expanding)

II-SDV 2013 Nice 5

Page 6: II-SDV 2013 Customising Statistics for Sharper Analysis

II-SDV 2013 Nice 6

Page 7: II-SDV 2013 Customising Statistics for Sharper Analysis

Why Customize Analysis?

II-SDV 2013 Nice 7

• Technical Specific Needs

• Concepts grouping / hiding

• Classification codes grouping / hiding

Page 8: II-SDV 2013 Customising Statistics for Sharper Analysis

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Page 9: II-SDV 2013 Customising Statistics for Sharper Analysis

Why Customize Analysis?

• Problems to solve

• Grouping Rules: Permanent vs Contextual

• Technical Use vs Goals: Customized Axis

• Full Text content: Boolean Axis

II-SDV 2013 Nice 9

Page 10: II-SDV 2013 Customising Statistics for Sharper Analysis

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Page 11: II-SDV 2013 Customising Statistics for Sharper Analysis

Why Customize Analysis?

• Conclusion

☺☺☺☺ Powerful and precise

���� Time consuming (system programing?)

? Future…

II-SDV 2013 Nice 11

Page 12: II-SDV 2013 Customising Statistics for Sharper Analysis

II-SDV 2013 Nice 12

? Future…

Guided activities

Preconfigured

Analysis Metrics

Page 13: II-SDV 2013 Customising Statistics for Sharper Analysis

Case study: building a

technology/use matrix

• The goal is to understand which technologies are used to achieve a given goal

• Corpus : Swimming pool cleaners

• ~ 1100 patents

• Let’s explore a few alternatives on how to do it

II-SDV 2013 Nice 13

Page 14: II-SDV 2013 Customising Statistics for Sharper Analysis

First try: concept/concept matrix

• No clear picture emerges, the concepts just reflect important notions in the corpus

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Page 15: II-SDV 2013 Customising Statistics for Sharper Analysis

Concepts after clean up / Data rules

• Getting better, drilling down on each cell very powerful for understanding

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Page 16: II-SDV 2013 Customising Statistics for Sharper Analysis

We need a better solution

• Clearly this is not enough, we need to separate problem domain concepts from solution concepts

• Solution: custom axis

• Let’s start by manually sorting out concepts

• One axis for Goals , one axis for Means

II-SDV 2013 Nice 16

Page 17: II-SDV 2013 Customising Statistics for Sharper Analysis

Goal / mean matrix, concept

version

• Simple and

clear:

• Good for communication

• Precision and

completeness

could be

improved

II-SDV 2013 Nice 17

Page 18: II-SDV 2013 Customising Statistics for Sharper Analysis

Slice & Dice through boolean queries

• We need a sharper tool to dissect the corpus

• We already have a sharp tool with the full text

search engine: fields, proximity…

• Each value in a custom axis can be a search

engine query.

• Example: combining independent claims and

CPC

• ((water 3D (filter??? or purify???))/ICLM or C02F-

2103/42/CPC)

II-SDV 2013 Nice 18

Page 19: II-SDV 2013 Customising Statistics for Sharper Analysis

Technology crossing from Custom

analysis axis

19

Page 20: II-SDV 2013 Customising Statistics for Sharper Analysis

Another view, using independent claims

II-SDV 2013 Nice 20

Less noise,

some true

white space

emerges

Page 21: II-SDV 2013 Customising Statistics for Sharper Analysis

Analyzing white space on

technology crossings

II-SDV 2013 Nice 21

• No

pending

patents

• Most of the

art is

lapsed or

expired

• Dead end?

Page 22: II-SDV 2013 Customising Statistics for Sharper Analysis

Case study wrap up

• Editing data, customizing analysis views and axis let us go beyond simple analysis

• By leveraging the precision of a full featured search engine on all patent text, we were able to build a goals/Mean technology matrix

• Domain expertise still needed, no magic bullet

II-SDV 2013 Nice 22

Page 23: II-SDV 2013 Customising Statistics for Sharper Analysis

Thank you

Laurent Hill

Renaud Garat

April 15, 2013