New Frontiers in the Strategic Use of Patent Information

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Methodology & Benefits:

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The PatAnalyse methodology

Our approach has been tested by more than a dozen large Patent Landscaping studies delivered to corporate clients

The generic IP landscaping method consists of three major steps:

Mobilisation phase:

  • Activities
    • Build a thorough understanding of client marketing and technical plans
    • Together with the client team translate this understanding into a set of bespoke categories (multiple taxonomies) for the classification scheme
    • Identify the initial search strategy and the boundaries of the project study
    • Test the classification scheme by applying it to a set of more than 100 patents from the initial search
    • Review required changes to the classification system with the client
    • Instruct the project team and provide example patents from the initial set
    • Call for all project team experts to classify substantial number of test patents from the initial set
    • Organise ongoing support to ensure a thorough understanding of instructions
  • Output
    • Initial classification scheme
    • Detailed set of instructions for the rest of the team

Portfolio building and classification phase:

  • Activities
    • Continuously iterate the self-learning patent search strategy and add new patent families to the project portfolio
    • Classify the most relevant patents
    • Improve the classification scheme at the very early stages of classification using feedback from the project team
    • Continuously add substantial fraction of test and example patents to the patent review list in order to ensure a full understanding of classification instructions
    • Further screen and classify the less relevant patents
      •  remove items which are found to be outside of the project scope
    • Using the self-learning error correction algorithm, identify records with the most probable inconsistencies in the judgement of the subject area experts
      • Re-classify such patents
  • Output
    • Final classification scheme
    • Set of differentiated patent documents (the portfolio) with applied classification scheme

Patent Mapping and documentation phase:

  • Activities
    • Control  a semi-automatic process of cleaning bibliographic records
    • Prepare a set of Patent Maps showing different views of the Patent Landscape
    • Identify documents likely to create interest within the clients' team
    • Analyse trends and supplement patent data with marketing intelligence
      • Identify the most striking discrepancy between patent activities and market intelligence
    • Summarise strategic recommendations based on analysis of Patent Maps and individual patents
    • Provide technical support to the client team for using the on-line portal with the results of the study
  • Output
    • Graphical presentation of the patent landscape
    • A client meeting with a presentation of the PowerPoint report
    • Access to the on-line portal containing the portfolio of documents classified
    • Patent database back-up

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